Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.96%
Stock 56.50%
Bond 35.61%
Convertible 0.00%
Preferred 0.15%
Other 4.78%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 92.07%    % Emerging Markets: 0.20%    % Unidentified Markets: 7.72%

Americas 81.64%
81.44%
Canada 38.24%
United States 43.20%
0.20%
Argentina 0.02%
Brazil 0.05%
Mexico 0.03%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.65%
United Kingdom 1.66%
5.00%
Denmark 0.27%
Finland 0.02%
France 0.63%
Germany 0.08%
Ireland 0.10%
Italy 0.06%
Netherlands 3.38%
Portugal 0.02%
Spain 0.05%
Switzerland 0.37%
0.00%
0.00%
Greater Asia 3.98%
Japan 0.51%
2.61%
Australia 2.02%
0.85%
Hong Kong 0.39%
Singapore 0.15%
0.00%
Unidentified Region 7.72%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
BBB 24.78%
BB 46.46%
B 16.37%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 12.39%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
46.15%
Materials
2.98%
Consumer Discretionary
0.00%
Financials
10.24%
Real Estate
32.93%
Sensitive
34.24%
Communication Services
4.03%
Energy
19.48%
Industrials
10.73%
Information Technology
0.00%
Defensive
13.32%
Consumer Staples
0.00%
Health Care
2.15%
Utilities
11.17%
Not Classified
6.29%
Non Classified Equity
0.62%
Not Classified - Non Equity
5.67%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 0.00%
Corporate 82.92%
Securitized 0.00%
Municipal 0.00%
Other 17.08%
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Bond Maturity Exposure

Short Term
0.92%
Less than 1 Year
0.92%
Intermediate
60.29%
1 to 3 Years
4.12%
3 to 5 Years
20.95%
5 to 10 Years
35.22%
Long Term
24.03%
10 to 20 Years
1.92%
20 to 30 Years
8.50%
Over 30 Years
13.62%
Other
14.76%
As of December 31, 2025
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