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Target Asset Allocation

The portfolio is diversified by asset class, with the following long-term targets.

Target Asset Allocation

94% Equity:

6% Emerging Market Stocks
6% Opportunistic
8% Global Stocks
8% International Stocks
8% U.S. Stocks
12% Real Assets
16% Marketable Alternatives
30% Private Investments

6% Fixed income:

5% Bonds
1% Cash Equivalents

Current Asset Mix

0%
cash equivalents 3.0% $75.4
0%
bonds 4.3% $106.7
0%
emerging market stocks 5.4% $134.5
0%
opportunistic 6.0% $148.0
0%
global stocks 9.4% $232.2
0%
international stocks 9.9% $244.7
0%
U.S. stocks 10.0% $247.0
0%
real assets 10.6% $260.9
0%
marketable alternatives (hedge funds) 15.5% $382.0
0%
private investments 25.9% $640.2

Total market value of long-term investments = $2.472 billion

As of June 30, 2025

*Percentages may not equal 100% due to rounding

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