MDTA Finance and Administration Committee Meeting Materials

9

Portfolio Composition & Compliance – Compliance Report (continued)

Compliance

Market

Investment Policy Limit

With Investment

Credit Ratings

S&P

Moody's

Market Value ($)

% of Total

Policy

Municipal Debt - Austin, TX Comm Coll

AA+

Aa1 Aaa Aaa Aaa Aa1 NR Aa2 Aaa Aaa NR Aa1 Aaa Aaa Aa1 Aa2 Aa1 Aa2 Aa2 Aa1 Aaa Aa1 NR Aa2 NR Aa2 Aa2 Aa1 Aa1

864,790

0.1% 5% 0.3% 5% 0.2% 5% 0.1% 5% 0.2% 5% 0.9% 5% 0.1% 5% 0.8% 5% 0.8% 5% 0.2% 5% 0.1% 5% 0.6% 5% 1.0% 5% 2.0% 5% 0.9% 5% 0.6% 5% 0.1% 5% 0.1% 5% 1.3% 5% 1.0% 5% 0.3% 5% 1.0% 5% 0.1% 5% 0.1% 5% 0.2% 5% 0.2% 5% 0.5% 5% 0.1% 5% 0.2% 5%

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

- Bergen County, NJ - Boston, City of - Collin County, TX - Emeryville, CA - Garland, TX - Hawaii, State of - Contra Costa Comm, CA

NR

2,668,803 1,552,621 2,037,320 9,001,969 1,027,810 8,111,675 949,760 7,597,200 1,689,605 1,021,870 6,286,620 9,767,160 19,866,563 9,259,776 5,968,580 1,433,572 12,731,029 9,880,688 2,638,654 10,147,900 984,427

AAA AAA AA+ AAA

AA+ AA+

- Los Angeles CMNTY CLG DIST, CA

- Marin County, CA

NR

- Martinsville Independent School - Massachusetts, Commonwealth of

AAA AA+ AAA

- Minnesota, State of - Multnomah County, OR - New York, State of - Ohlone Comm College - Oregon Local Govts - Oregon School Board - New York City

NR

AA+

AA

AA+

NR AA

- Oregon, State of

AA+ AAA AA+ AAA

- Palm Beach County, FL

- Phoenix

- Santa Clara County

759,420 978,054

- Solano County Community

AA

- Texas, State of

AAA

2,042,020 2,177,301 4,929,841

- Travis County Health, Texas

NR NR

- Tulsa ISD, OK

- Westchester County, NY

AA+ AA+

824,970

- Wisconsin, State of

2,272,914

Sub-Total Municipal

139,472,911

14.0% 20%

Yes

Supranationals - African Development Bank - Asian Development Bank

AAA AAA AAA AAA

Aaa Aaa Aaa Aaa

9,765,000 4,213,269 22,020,727 14,998,200

1.0% 10% 0.4% 10% 2.2% 10% 1.5% 10%

Yes Yes Yes Yes

- International Bank for Reconstruction & Development

- Inter-American Development Bank

Sub-Total Supranationals

50,997,196

5.1% 30%

Yes

Commercial Paper - Exxon Mobil

A-1+ A-1+

P-1 P-1

-

0.0% 5% 1.2% 5%

Yes Yes

- Toyota Motor Credit

11,975,000

Sub-Total Commercial Paper

11,975,000

1.2% 20%

Yes

Grand Total

997,788,263

100.0%

After reviewing the investment activity for the month ended September 30, 2025, we have not identified any instances of material non-compliance with the Investment Policy.

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