MDTA Finance and Administration Committee Meeting Materials

11

Portfolio Composition & Compliance – MF and TR Proportions o Matched Funding accounts for Construction, Operations, and Debt Service comprise the majority of the MDTA portfolio. o Short-term investments matched to projected spending. o Total Return reserves represent long-term core funds, with long investment horizons.

Market Value as of 6/30/2025

Total Return $405,815,970 38%

Matched Funding $659,789,486 62%

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