MDTA Finance and Administration Committee Meeting Materials

5

Portfolio Composition & Compliance – Security Composition  High quality and diversified portfolio o Security type allocations based on: o Cash Flow Needs o Relative Value Opportunities - higher yield for similar maturities and credit risk o Large allocation to MLGIP given compelling rates at the short end of the yield curve o Minimizing credit risks associated with ratings downgrades and/or defaults Market Value as of 9/30/2025

Cash $25,214,061 3%

Commercial Paper $11,975,000 1%

Treasury $190,303,840 19%

MLGIP, $445,688,263 45%

Agency $70,395,034 7%

Supranational $50,997,196 5%

Municipal $139,472,911 14%

Money Market Mutual Fund $63,741,957 6%

PORTFOLIO VALUE

Made with FlippingBook Digital Proposal Creator