Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.13%
Stock 43.92%
Bond 39.77%
Convertible 0.00%
Preferred 0.00%
Other 16.44%
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Market Capitalization

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

% Developed Markets: 84.10%    % Emerging Markets: 0.47%    % Unidentified Markets: 15.43%

Americas 70.94%
70.57%
Canada 4.26%
United States 66.31%
0.37%
Brazil 0.11%
Mexico 0.26%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.76%
United Kingdom 2.52%
5.24%
Belgium 0.45%
France 1.06%
Germany 0.86%
Italy 0.49%
Netherlands 0.56%
Spain 0.96%
Sweden 0.36%
Switzerland 0.50%
0.00%
0.00%
Greater Asia 5.87%
Japan 2.31%
1.93%
Australia 1.93%
1.55%
Hong Kong 0.67%
Singapore 0.88%
0.08%
India 0.08%
Unidentified Region 15.43%

Bond Credit Quality Exposure

AAA 0.00%
AA 64.65%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
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 35.35%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
29.44%
Materials
3.92%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
25.51%
Sensitive
13.24%
Communication Services
0.00%
Energy
8.42%
Industrials
4.19%
Information Technology
0.63%
Defensive
7.02%
Consumer Staples
0.00%
Health Care
0.45%
Utilities
6.57%
Not Classified
50.31%
Non Classified Equity
2.09%
Not Classified - Non Equity
48.22%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
35.35%
Less than 1 Year
35.35%
Intermediate
55.22%
1 to 3 Years
14.76%
3 to 5 Years
18.20%
5 to 10 Years
22.25%
Long Term
9.43%
10 to 20 Years
4.13%
20 to 30 Years
5.30%
Over 30 Years
0.00%
Other
0.00%
As of December 31, 2025
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