Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.93%
Stock 20.93%
Bond 64.05%
Convertible 0.00%
Preferred 0.00%
Other 12.09%
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Market Capitalization

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

% Developed Markets: 2.72%    % Emerging Markets: 0.00%    % Unidentified Markets: 97.28%

Americas 2.72%
2.72%
United States 2.72%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 97.28%

Bond Credit Quality Exposure

AAA 0.00%
AA 1.96%
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 98.04%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
0.00%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
100.0%
Non Classified Equity
55.84%
Not Classified - Non Equity
44.16%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 4.38%
Corporate 0.01%
Securitized 0.00%
Municipal 0.00%
Other 95.60%
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Bond Maturity Exposure

Short Term
3.41%
Less than 1 Year
3.41%
Intermediate
0.98%
1 to 3 Years
0.97%
3 to 5 Years
0.00%
5 to 10 Years
0.01%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
95.60%
As of September 30, 2025
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