Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.02%
Stock 16.45%
Bond 39.61%
Convertible 0.00%
Preferred -0.30%
Other 44.21%
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Market Capitalization

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

% Developed Markets: 56.00%    % Emerging Markets: 0.19%    % Unidentified Markets: 43.81%

Americas 45.07%
44.10%
Canada 0.51%
United States 43.59%
0.98%
Brazil -0.01%
Mexico 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.11%
United Kingdom 2.22%
5.87%
Austria 0.00%
Belgium 0.05%
Denmark 0.19%
Finland 0.30%
France 2.40%
Germany 0.62%
Ireland 0.36%
Italy 0.87%
Netherlands 0.09%
Norway 0.13%
Portugal -0.03%
Spain 0.33%
Sweden 0.10%
Switzerland 0.48%
0.00%
Poland 0.00%
0.02%
Israel 0.01%
South Africa 0.01%
Greater Asia 3.01%
Japan 2.35%
0.46%
Australia 0.34%
0.03%
Hong Kong 0.24%
Singapore -0.21%
South Korea 0.00%
Taiwan 0.00%
0.16%
China 0.10%
India 0.06%
Kazakhstan 0.00%
Thailand 0.00%
Unidentified Region 43.81%

Bond Credit Quality Exposure

AAA 0.00%
AA 28.64%
A 0.37%
BBB 1.10%
BB 0.90%
B 0.63%
Below B 0.59%
    CCC 0.59%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.16%
Not Available 67.62%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
10.91%
Materials
-1.95%
Consumer Discretionary
2.21%
Financials
13.86%
Real Estate
-3.22%
Sensitive
14.67%
Communication Services
2.28%
Energy
-1.66%
Industrials
6.31%
Information Technology
7.74%
Defensive
4.57%
Consumer Staples
-0.13%
Health Care
5.14%
Utilities
-0.44%
Not Classified
69.86%
Non Classified Equity
1.17%
Not Classified - Non Equity
68.69%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 85.49%
Corporate 2.09%
Securitized 0.01%
Municipal 0.02%
Other 12.39%
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Bond Maturity Exposure

Short Term
58.53%
Less than 1 Year
58.53%
Intermediate
39.11%
1 to 3 Years
6.25%
3 to 5 Years
10.52%
5 to 10 Years
22.34%
Long Term
2.29%
10 to 20 Years
2.24%
20 to 30 Years
0.03%
Over 30 Years
0.01%
Other
0.08%
As of September 30, 2025
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