MDTA Finance and Administration Committee Meeting Materials

6

Portfolio Composition & Compliance – Maturity Distribution

Maturity Distribution

3/31/2026

Market Value ($M)

$100.0 $150.0 $200.0 $250.0 $300.0 $350.0 $400.0

Maturity

Matched Funding

Total

Distribution

Return

0 - 1 Yr 1 - 2 Yrs 2 - 3 Yrs 3 - 4 Yrs 4 - 5 Yrs 5 + Yrs

$330.2

$25.0 $56.2

$119.3

$94.1 $71.7 $41.6

$0.0 $50.0

Total

$330.2

$407.9

0 - 1 Yr 1 - 2 Yrs 2 - 3 Yrs 3 - 4 Yrs 4 - 5 Yrs 5 + Yrs

Matched Funding

Total Return

 Match Funded accounts necessitate maturities heavily weighted within 1 year. o Driven by cash flow schedules for debt service, operating expenses, and capital spending. • Debt service: $67.3M

• Operating: $38.8M • Capital: $224.1M

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