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Target Asset Allocation

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

Target Asset Allocation

95% Equity:

5% Emerging Market Stocks
6% Opportunistic
8% Global Stocks
9% International Stocks
9% U.S. Stocks
10% Real Assets
18% Marketable Alternatives
30% Private Investments

5% Fixed income:

4% Bonds
1% Cash Equivalents

Current Asset Mix

0%
cash equivalents 2.2% $48.1
0%
bonds 3.8% $84.3
0%
opportunistic 4.4% $96.5
0%
emerging market stocks 4.9% $108.7
0%
global stocks 8.2% $180.4
0%
international stocks 8.9% $195.7
0%
U.S. stocks 9.0% $197.7
0%
real assets 13.0% $286.5
0%
marketable alternatives (hedge funds) 18.4% $404.8
0%
private investments 27.2% $597.7

Total market value of long-term investments = $2.2 billion

As of December 31, 2023

*Percentages may not equal 100% due to rounding

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