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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 3.8% $90.0
0%
bonds 3.9% $93.1
0%
emerging market stocks 5.1% $119.6
0%
opportunistic 6.5% $153.4
0%
global stocks 8.7% $206.1
0%
international stocks 8.9% $209.3
0%
U.S. stocks 9.1% $214.4
0%
real assets 11.9% $280.1
0%
marketable alternatives (hedge funds) 15.5% $366.5
0%
private investments 26.6% $626.5

Total market value of long-term investments = $2.359 billion

As of December 31, 2024

*Percentages may not equal 100% due to rounding

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