MDTA Finance and Administration Committee Meeting Materials

6 Portfolio Composition & Compliance – Maturity Distribution (All Accounts)

Maturity Distribution

9/30/2025

Market Value ($M)

Maturity

Matched

Total

$0.0 $100.0 $200.0 $300.0 $400.0 $500.0 $600.0 $700.0

Distribution Funding

Return

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

$591.2

$23.4 $54.2 $71.6 $92.8 $40.4 $124.1 $406.6

5 + Yrs

0 - 1 Yr

1 - 2 Yrs 2 - 3 Yrs 3 - 4 Yrs 4 - 5 Yrs

5 + Yrs

Total

$591.2

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: $36.2M

• Operating: $45.5M • Capital: $509.5M

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