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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 2.4% $55.5
0%
bonds 3.9% $89.8
0%
opportunistic 4.3% $98.1
0%
emerging market stocks 4.8% $110.4
0%
global stocks 8.5% $195.7
0%
international stocks 8.9% $203.2
0%
U.S. stocks 9.6% $220.5
0%
real assets 12.6% $289.4
0%
marketable alternatives (hedge funds) 18.6% $426.1
0%
private investments 26.4% $607.2

Total market value of long-term investments = $2.296 billion

As of March 31, 2024

*Percentages may not equal 100% due to rounding

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