XTR_FUND
XTR_FNDDSC
XTR_TKR
XTR_DESC1
XTR_DESC2
OCC_ID
XTR_CUSIP
XTR_GROUP
XTR_GROUP1
XTR_GROUP2
XTR_CATGRY
XTR_CATDSC
XTR_SECTOR
XTR_SECTR1
XTR_SECTR2
XTR_CONTRY
XTR_CONDSC
XTR_STATE
XTR_STNAME
XTR_CURNCY
XTR_CURDSC
XTR_MATDAT
XTR_SUBUNT
XTR_SUBDSC
XTR_PRICE
XTR_PRISRC
SECTYPE
SECTYPE2
RPT_ID
INCLUD_CAT
LEGAL1
LEGAL2
LEGAL3
LEGAL4
LEGAL5
LEGAL6
BAS_Q_DECS
BAS_M_DECS
LCL_P_DECS
LCL_Q_DECS
MULTICURR
ISBASCURR
POS_INCOM
CLASS
LONGSHORT
MCSC
QTYINDIC
FAS_LEVEL
PROCESS_DATE
PROCESS_TYPE
SECTOR
FUNDCURR
BASECURR
POS_QTY
POS_ORGCST
POS_AMORT
POS_MKTVAL
RND_MKTVAL
POS_GL
RNDPOS_GL
POS_YIELD
YIELDTOCALL
POS_YTM
POS_YTM_NA
POS_PC_PRT
POS_PC_AST
POS_PC_NAS
POS_ORGFAC
FAS_TODAY_ONLY
LEI
PRICE_ID
TRANCHE
PRICINGMETHOD
426
UVA Unconstrained Medium-Term Fixed
BBN
BlackRock Taxable Mu
nicipal Bond Trust
 
09248X100
1022
Closed-end Funds
 
CLOSED-E
CLOSED-END FUND
     
USA
UNITED STATES
DE
DELAWARE
USD
US DOLLAR
1/0/1900
   
16.17
         
BlackRock Taxable Mu
nicipal Bond Trust
       
5
2
6
5
N
True
31429.37
 
L
N
   
3/31/2026
C
 
426;USD
USD
26978.00
663557.74
663557.74
436234.26
436234.26
-227323.48
-227323.48
7.20
False
0.00
N/A
0.84
0.83
0.83
0.00
 
549300LRIF3NWCU26A80
BBN
N
MP
426
UVA Unconstrained Medium-Term Fixed
GBAB
Guggenheim Taxable M
unicipal Bond & Inve
 
401664107
1022
Closed-end Funds
 
CLOSED-E
CLOSED-END FUND
     
USA
UNITED STATES
IL
ILLINOIS
USD
US DOLLAR
1/0/1900
   
14.50
         
Guggenheim Taxable M
unicipal Bond & Inve
       
5
2
6
5
N
True
36710.95
 
L
N
   
3/31/2026
C
 
426;USD
USD
24328.00
599408.08
599408.08
352756.00
352756.00
-246652.08
-246652.08
10.41
False
0.00
N/A
0.68
0.67
0.67
0.00
 
549300GOPVLTY8C8IN16
GBAB
N
MP
426
UVA Unconstrained Medium-Term Fixed
EVV
EATON VANCE LTD
DURATION FND
 
27828H105
1041
Equity Fund
 
CLOSED-E
CLOSED-END FUND
     
USA
UNITED STATES
   
USD
US DOLLAR
1/0/1900
   
9.45
         
EATON VANCE LTD
DURATION FND
       
5
2
6
5
N
True
24975.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
25000.00
241682.50
241682.50
236250.00
236250.00
-5432.50
-5432.50
10.57
False
0.00
N/A
0.46
0.45
0.45
0.00
   
EVV
N
MP
426
UVA Unconstrained Medium-Term Fixed
3132DWJM
FR SD8368
10/01/2053 6.000000%
 
3132DWJM6
 
UNGROUPED SECURITIES
 
CMO
COLL MORT OBLIGATION
   
USA
UNITED STATES
   
USD
US DOLLAR
10/1/2053
   
102.13
         
FR SD8368
10/01/2053 6.000000%
       
5
2
6
5
N
True
28195.23
 
L
N
   
3/31/2026
C
 
426;USD
USD
469920.49
460081.52
460382.16
479944.50
479944.50
19562.34
19562.34
5.87
False
5.84
 
0.93
0.92
0.92
750000.00
   
3132DWJM
N
MP
426
UVA Unconstrained Medium-Term Fixed
008252AR
AFFIL MANAGERS
08/20/2034 5.500000%
 
008252AR9
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
FL
FLORIDA
USD
US DOLLAR
8/20/2034
   
98.99
         
AFFIL MANAGERS
08/20/2034 5.500000%
       
5
2
6
5
N
True
27500.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
500000.00
509440.00
508230.06
494959.50
494959.50
-13270.56
-13270.56
5.56
False
5.65
 
0.95
0.95
0.95
0.00
 
2JE75BUE3T1BLCYYGK54
008252AR
N
MP
426
UVA Unconstrained Medium-Term Fixed
02079KAE
ALPHABET INC
8/15/2040 1.9%
 
02079KAE7
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
8/15/2040
   
66.32
         
ALPHABET INC
8/15/2040 1.9%
       
5
2
6
5
N
True
9500.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
500000.00
469199.59
474722.83
331623.00
331623.00
-143099.83
-143099.83
2.86
False
5.27
 
0.64
0.63
0.63
0.00
 
5493006MHB84DD0ZWV18
02079KAE
N
MP
426
UVA Unconstrained Medium-Term Fixed
02079KAF
ALPHABET INC
8/15/2050 2.05%
 
02079KAF4
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
8/15/2050
   
53.59
         
ALPHABET INC
8/15/2050 2.05%
       
5
2
6
5
N
True
15375.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
750000.00
637816.05
648516.81
401929.50
401929.50
-246587.31
-246587.31
3.83
False
5.54
 
0.77
0.77
0.77
0.00
 
5493006MHB84DD0ZWV18
02079KAF
N
MP
426
UVA Unconstrained Medium-Term Fixed
02209SAM
ALTRIA GROUP INC
8/9/2042 4.25%
 
02209SAM5
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
VA
VIRGINIA
USD
US DOLLAR
8/9/2042
   
81.28
         
ALTRIA GROUP INC
8/9/2042 4.25%
       
5
2
6
5
N
True
17000.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
400000.00
441406.96
435518.07
325116.00
325116.00
-110402.07
-110402.07
5.23
False
6.07
 
0.63
0.62
0.62
0.00
 
XSGZFLO9YTNO9VCQV219
02209SAM
N
MP
426
UVA Unconstrained Medium-Term Fixed
02209SAQ
ALTRIA GROUP INC
5/2/2043 4.5%
 
02209SAQ6
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
VA
VIRGINIA
USD
US DOLLAR
5/2/2043
   
82.95
         
ALTRIA GROUP INC
5/2/2043 4.5%
       
5
2
6
5
N
True
11250.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
259450.06
258254.30
207382.25
207382.25
-50872.05
-50872.05
5.42
False
6.12
 
0.40
0.40
0.40
0.00
 
XSGZFLO9YTNO9VCQV219
02209SAQ
N
MP
426
UVA Unconstrained Medium-Term Fixed
02209SBE
ALTRIA GROUP INC
2/14/2039 5.8%
 
02209SBE2
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
VA
VIRGINIA
USD
US DOLLAR
2/14/2039
   
100.30
         
ALTRIA GROUP INC
2/14/2039 5.8%
       
5
2
6
5
N
True
14500.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
321561.32
308471.21
250747.50
250747.50
-57723.71
-57723.71
5.78
True
5.76
 
0.48
0.48
0.48
0.00
 
XSGZFLO9YTNO9VCQV219
02209SBE
N
MP
426
UVA Unconstrained Medium-Term Fixed
023135BT
AMAZON.COM INC
6/3/2050 2.5%
 
023135BT2
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
WA
WASHINGTON
USD
US DOLLAR
6/3/2050
   
58.30
         
AMAZON.COM INC
6/3/2050 2.5%
       
5
2
6
5
N
True
18750.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
750000.00
686330.01
692351.99
437235.75
437235.75
-255116.24
-255116.24
4.29
False
5.70
 
0.84
0.84
0.84
0.00
 
ZXTILKJKG63JELOEG630
023135BT
N
MP
426
UVA Unconstrained Medium-Term Fixed
031162BP
AMGEN INC
5/15/2043 5.375%
 
031162BP4
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
5/15/2043
   
91.42
         
AMGEN INC
5/15/2043 5.375%
       
5
2
6
5
N
True
5375.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
100000.00
133015.88
128436.50
91421.20
91421.20
-37015.30
-37015.30
5.88
False
6.19
 
0.18
0.17
0.17
0.00
 
62QBXGPJ34PQ72Z12S66
031162BP
N
MP
426
UVA Unconstrained Medium-Term Fixed
031162BZ
AMGEN INC
5/1/2045 4.4%
 
031162BZ2
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
5/1/2045
   
83.88
         
AMGEN INC
5/1/2045 4.4%
       
5
2
6
5
N
True
13200.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
300000.00
367592.67
359157.45
251629.80
251629.80
-107527.65
-107527.65
5.25
False
5.81
 
0.48
0.48
0.48
0.00
 
62QBXGPJ34PQ72Z12S66
031162BZ
N
MP
426
UVA Unconstrained Medium-Term Fixed
037833AL
APPLE INC
5/4/2043 3.85%
 
037833AL4
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
5/4/2043
   
82.54
         
APPLE INC
5/4/2043 3.85%
       
5
2
6
5
N
True
17325.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
450000.00
452887.47
452498.98
371433.60
371433.60
-81065.38
-81065.38
4.66
False
5.43
 
0.72
0.71
0.71
0.00
 
HWUPKR0MPOU8FGXBT394
037833AL
N
MP
426
UVA Unconstrained Medium-Term Fixed
037833BA
APPLE INC
2/9/2045 3.45%
 
037833BA7
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
2/9/2045
   
75.90
         
APPLE INC
2/9/2045 3.45%
       
5
2
6
5
N
True
17250.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
500000.00
497740.00
498013.78
379521.00
379521.00
-118492.78
-118492.78
4.55
False
5.52
 
0.73
0.73
0.73
0.00
 
HWUPKR0MPOU8FGXBT394
037833BA
N
MP
426
UVA Unconstrained Medium-Term Fixed
037833CH
APPLE INC
2/9/2047 4.25%
 
037833CH1
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
2/9/2047
   
83.28
         
APPLE INC
2/9/2047 4.25%
       
5
2
6
5
N
True
17000.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
400000.00
493965.50
483259.96
333134.00
333134.00
-150125.96
-150125.96
5.10
False
5.62
 
0.64
0.64
0.64
0.00
 
HWUPKR0MPOU8FGXBT394
037833CH
N
MP
426
UVA Unconstrained Medium-Term Fixed
037833DB
APPLE INC
9/12/2027 2.9%
 
037833DB3
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
9/12/2027
   
98.52
         
APPLE INC
9/12/2027 2.9%
       
5
2
6
5
N
True
14500.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
500000.00
497022.50
499144.40
492602.00
492602.00
-6542.40
-6542.40
2.94
False
3.96
 
0.95
0.94
0.94
0.00
 
HWUPKR0MPOU8FGXBT394
037833DB
N
MP
426
UVA Unconstrained Medium-Term Fixed
037833DD
APPLE INC
9/12/2047 3.75%
 
037833DD9
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
9/12/2047
   
77.38
         
APPLE INC
9/12/2047 3.75%
       
5
2
6
5
N
True
13125.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
350000.00
345845.50
346254.52
270814.95
270814.95
-75439.57
-75439.57
4.85
False
5.57
 
0.52
0.52
0.52
0.00
 
HWUPKR0MPOU8FGXBT394
037833DD
N
MP
426
UVA Unconstrained Medium-Term Fixed
037833EE
APPLE INC
2/8/2041 2.375%
 
037833EE6
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
2/8/2041
   
70.62
         
APPLE INC
2/8/2041 2.375%
       
5
2
6
5
N
True
11875.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
500000.00
475166.11
479343.36
353085.00
353085.00
-126258.36
-126258.36
3.36
False
5.25
 
0.68
0.67
0.68
0.00
 
HWUPKR0MPOU8FGXBT394
037833EE
N
MP
426
UVA Unconstrained Medium-Term Fixed
064058AL
BANK OF NY MELLO
3.75% 12/20/26
 
064058AL4
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
NY
NEW YORK
USD
US DOLLAR
12/20/2026
   
97.75
         
BANK OF NY MELLO
3.75% 12/20/26
       
5
2
6
5
N
True
13125.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
350000.00
323130.50
345348.30
342125.00
342125.00
-3223.30
-3223.30
3.84
False
6.98
 
0.66
0.65
0.65
0.00
 
WFLLPEPC7FZXENRZV188
064058AL
N
MP
426
UVA Unconstrained Medium-Term Fixed
084664CV
BERKSHIRE HATH
10/15/2050 2.85%
 
084664CV1
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
NE
NEBRASKA
USD
US DOLLAR
10/15/2050
   
62.55
         
BERKSHIRE HATH
10/15/2050 2.85%
       
5
2
6
5
N
True
8550.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
300000.00
285003.25
286366.19
187663.20
187663.20
-98702.99
-98702.99
4.56
False
5.70
 
0.36
0.36
0.36
0.00
 
5493000C01ZX7D35SD85
084664CV
N
MP
426
UVA Unconstrained Medium-Term Fixed
084659AV
BERKSHIRE HATHAW
7/15/2030 3.7%
 
084659AV3
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
IA
IOWA
USD
US DOLLAR
7/15/2030
   
97.09
         
BERKSHIRE HATHAW
7/15/2030 3.7%
       
5
2
6
5
N
True
9250.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
228162.50
236902.89
242733.00
242733.00
5830.11
5830.11
3.81
False
4.45
 
0.47
0.46
0.46
0.00
 
5493000C01ZX7D35SD85
084659AV
N
MP
426
UVA Unconstrained Medium-Term Fixed
110122CQ
BRISTOL-MYERS
6/15/2039 4.125%
 
110122CQ9
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
NY
NEW YORK
USD
US DOLLAR
6/15/2039
   
88.10
         
BRISTOL-MYERS
6/15/2039 4.125%
       
5
2
6
5
N
True
20625.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
500000.00
587580.77
571155.56
440516.50
440516.50
-130639.06
-130639.06
4.68
False
5.40
 
0.85
0.84
0.84
0.00
 
HLYYNH7UQUORYSJQCN42
110122CQ
N
MP
426
UVA Unconstrained Medium-Term Fixed
11135FAS
BROADCOM INC
11/15/2032 4.3%
 
11135FAS0
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
11/15/2032
   
97.43
         
BROADCOM INC
11/15/2032 4.3%
       
5
2
6
5
N
True
10750.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
235956.58
240318.95
243570.25
243570.25
3251.30
3251.30
4.41
False
4.76
 
0.47
0.47
0.47
0.00
 
549300WV6GIDOZJTV909
11135FAS
N
MP
426
UVA Unconstrained Medium-Term Fixed
115637AP
BROWN-FORMAN
7/15/2045 4.5%
 
115637AP5
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
KY
KENTUCKY
USD
US DOLLAR
7/15/2045
   
84.58
         
BROWN-FORMAN
7/15/2045 4.5%
       
5
2
6
5
N
True
14850.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
330000.00
306863.65
308726.61
279100.14
279100.14
-29626.47
-29626.47
5.32
False
5.84
 
0.54
0.53
0.53
0.00
 
549300873K3LXF7ARU34
115637AP
N
MP
426
UVA Unconstrained Medium-Term Fixed
12505BAE
CBRE SERVICES
04/01/2031 2.500%
 
12505BAE0
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
4/1/2031
   
89.25
         
CBRE SERVICES
04/01/2031 2.500%
       
5
2
6
5
N
True
2500.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
100000.00
83679.00
89749.76
89249.00
89249.00
-500.76
-500.76
2.80
False
4.95
 
0.17
0.17
0.17
0.00
   
12505BAE
N
MP
426
UVA Unconstrained Medium-Term Fixed
172062AE
CINCINNATI FINL
11/1/2034 6.125%
 
172062AE1
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
OH
OHIO
USD
US DOLLAR
11/1/2034
   
104.79
         
CINCINNATI FINL
11/1/2034 6.125%
       
5
2
6
5
N
True
15312.50
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
343181.05
317260.55
261974.25
261974.25
-55286.30
-55286.30
5.85
False
5.42
 
0.50
0.50
0.50
0.00
 
254900Q4WEDMZBOZ0002
172062AE
N
MP
426
UVA Unconstrained Medium-Term Fixed
17328YZV
CITIGROUP GLOBAL
3/17/2031 1%
 
17328YZV9
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
NY
NEW YORK
USD
US DOLLAR
3/17/2031
   
88.13
M
       
CITIGROUP GLOBAL
3/17/2031 1%
       
5
2
6
5
N
True
4393.80
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
247500.00
248548.55
220335.28
220335.28
-28213.27
-28213.27
1.99
False
4.44
 
0.42
0.42
0.42
0.00
 
6SHGI4ZSSLCXXQSBB395
17328YZV
N
MP
426
UVA Unconstrained Medium-Term Fixed
21036PBC
CONSTELLATION BRANDS
4.65% 11/15/2028
 
21036PBC1
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
   
USD
US DOLLAR
11/15/2028
   
100.31
         
CONSTELLATION BRANDS
4.65% 11/15/2028
       
5
2
6
5
N
True
9300.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
200000.00
200255.20
200109.28
200613.60
200613.60
504.32
504.32
4.64
True
4.51
 
0.39
0.38
0.38
0.00
   
21036PBC
N
MP
426
UVA Unconstrained Medium-Term Fixed
278642AF
EBAY INC
7/15/2042 4%
 
278642AF0
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
7/15/2042
   
79.96
         
EBAY INC
7/15/2042 4%
       
5
2
6
5
N
True
42720.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
1068000.00
1133360.00
1123678.83
853977.07
853977.07
-269701.76
-269701.76
5.00
False
5.94
 
1.65
1.63
1.63
0.00
 
OML71K8X303XQONU6T67
278642AF
N
MP
426
UVA Unconstrained Medium-Term Fixed
278642AW
EBAY INC
3/11/2030 2.7%
 
278642AW3
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
3/11/2030
   
92.86
         
EBAY INC
3/11/2030 2.7%
       
5
2
6
5
N
True
5130.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
190000.00
184841.75
187250.26
176428.49
176428.49
-10821.77
-10821.77
2.91
False
4.70
 
0.34
0.34
0.34
0.00
 
OML71K8X303XQONU6T67
278642AW
N
MP
426
UVA Unconstrained Medium-Term Fixed
285512AE
ELECTRONIC ARTS
2/15/2031 1.85%
 
285512AE9
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
2/15/2031
   
91.75
         
ELECTRONIC ARTS
2/15/2031 1.85%
       
5
2
6
5
N
True
4625.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
215119.65
229219.29
229374.25
229374.25
154.96
154.96
2.02
False
3.72
 
0.44
0.44
0.44
0.00
 
549300O7A67PUEYKDL45
285512AE
N
MP
426
UVA Unconstrained Medium-Term Fixed
26875PAQ
EOG RESOURCES IN
1/15/2036 5.1%
 
26875PAQ4
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
TX
TEXAS
USD
US DOLLAR
1/15/2036
   
97.84
         
EOG RESOURCES IN
1/15/2036 5.1%
       
5
2
6
5
N
True
16830.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
330000.00
404593.55
386425.13
322874.31
322874.31
-63550.82
-63550.82
5.21
False
5.39
 
0.62
0.62
0.62
0.00
 
XWTZDRYZPBUHIQBKDB46
26875PAQ
N
MP
426
UVA Unconstrained Medium-Term Fixed
31428XAT
FEDEX CORP
8/1/2042 3.875%
 
31428XAT3
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
TN
TENNESSEE
USD
US DOLLAR
8/1/2042
   
78.88
         
FEDEX CORP
8/1/2042 3.875%
       
5
2
6
5
N
True
11625.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
300000.00
237876.00
243806.03
236630.40
236630.40
-7175.63
-7175.63
4.91
False
5.91
 
0.46
0.45
0.45
0.00
 
549300E707U7WNPZN687
31428XAT
N
MP
426
UVA Unconstrained Medium-Term Fixed
31428XAU
FEDEX CORP
4/15/2043 4.1%
 
31428XAU0
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
TN
TENNESSEE
USD
US DOLLAR
4/15/2043
   
80.55
         
FEDEX CORP
4/15/2043 4.1%
       
5
2
6
5
N
True
28864.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
704000.00
740978.70
735810.39
567043.14
567043.14
-168767.25
-168767.25
5.09
False
5.93
 
1.09
1.08
1.08
0.00
 
549300E707U7WNPZN687
31428XAU
N
MP
426
UVA Unconstrained Medium-Term Fixed
345370BZ
FORD MOTOR CO
2/1/2029 6.375%
 
345370BZ2
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
MI
MICHIGAN
USD
US DOLLAR
2/1/2029
   
102.53
         
FORD MOTOR CO
2/1/2029 6.375%
       
5
2
6
5
N
True
15937.50
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
293889.54
269726.95
256320.00
256320.00
-13406.95
-13406.95
6.22
False
5.40
 
0.49
0.49
0.49
0.00
 
20S05OYHG0MQM4VUIC57
345370BZ
N
MP
426
UVA Unconstrained Medium-Term Fixed
36966TCG
GEN ELEC CAP CRP
6/15/2032 5.1%
 
36966TCG5
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
MA
MASSACHUSETTS
USD
US DOLLAR
6/15/2032
   
101.79
         
GEN ELEC CAP CRP
6/15/2032 5.1%
       
5
2
6
5
N
True
14688.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
288000.00
311302.77
303423.05
293156.06
293156.06
-10266.99
-10266.99
5.01
False
4.76
 
0.57
0.56
0.56
0.00
 
3C7474T6CDKPR9K6YT90
36966TCG
N
MP
426
UVA Unconstrained Medium-Term Fixed
37045VAS
GENERAL MOTORS C
10/1/2028 5%
 
37045VAS9
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
MI
MICHIGAN
USD
US DOLLAR
10/1/2028
   
100.75
         
GENERAL MOTORS C
10/1/2028 5%
       
5
2
6
5
N
True
12500.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
277543.53
261419.99
251866.75
251866.75
-9553.24
-9553.24
4.96
True
4.64
 
0.49
0.48
0.48
0.00
 
54930070NSV60J38I987
37045VAS
N
MP
426
UVA Unconstrained Medium-Term Fixed
38143CEJ
GOLDMAN SACHS GP
10/15/2033 4.6%
 
38143CEJ6
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
NY
NEW YORK
USD
US DOLLAR
10/15/2033
   
98.65
         
GOLDMAN SACHS GP
10/15/2033 4.6%
       
5
2
6
5
N
True
11500.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
290036.35
277883.83
246617.50
246617.50
-31266.33
-31266.33
4.66
False
4.81
 
0.48
0.47
0.47
0.00
 
784F5XWPLTWKTBV3E584
38143CEJ
N
MP
426
UVA Unconstrained Medium-Term Fixed
38151F5Z
GOLDMAN SACHS GP
08/16/2034 5.000000%
 
38151F5Z2
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
NY
NEW YORK
USD
US DOLLAR
8/16/2034
   
98.76
         
GOLDMAN SACHS GP
08/16/2034 5.000000%
       
5
2
6
5
N
True
25000.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
500000.00
506750.00
505771.11
493822.50
493822.50
-11948.61
-11948.61
5.06
False
5.18
 
0.95
0.94
0.94
0.00
   
38151F5Z
N
MP
426
UVA Unconstrained Medium-Term Fixed
40057FQ7
GS FINANCE CORP
FLOAT 03/10/31
 
40057FQ72
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
   
USD
US DOLLAR
3/10/2031
   
88.13
M
       
GS FINANCE CORP
FLOAT 03/10/31
       
5
2
6
5
N
True
4275.38
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
247500.00
248552.29
220335.28
220335.28
-28217.01
-28217.01
1.94
False
4.39
 
0.42
0.42
0.42
0.00
   
40057FQ7
N
MP
426
UVA Unconstrained Medium-Term Fixed
459200KB
IBM CORP
5/15/2039 4.15%
 
459200KB6
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
NY
NEW YORK
USD
US DOLLAR
5/15/2039
   
86.76
         
IBM CORP
5/15/2039 4.15%
       
5
2
6
5
N
True
33200.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
800000.00
852324.41
841799.59
694054.40
694054.40
-147745.19
-147745.19
4.78
False
5.59
 
1.34
1.33
1.33
0.00
 
VGRQXHF3J8VDLUA7XE92
459200KB
N
MP
426
UVA Unconstrained Medium-Term Fixed
458140BJ
INTEL CORP
11/15/2049 3.25%
 
458140BJ8
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
11/15/2049
   
62.95
         
INTEL CORP
11/15/2049 3.25%
       
5
2
6
5
N
True
9750.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
300000.00
305748.25
305196.27
188839.20
188839.20
-116357.07
-116357.07
5.16
False
6.28
 
0.36
0.36
0.36
0.00
 
KNX4USFCNGPY45LOCE31
458140BJ
N
MP
426
UVA Unconstrained Medium-Term Fixed
494553AE
KINDER MORGAN
02/01/2034 5.400000%
 
494553AE0
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
TX
TEXAS
USD
US DOLLAR
2/1/2034
   
101.97
         
KINDER MORGAN
02/01/2034 5.400000%
       
5
2
6
5
N
True
27000.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
500000.00
515005.00
512889.61
509833.00
509833.00
-3056.61
-3056.61
5.30
True
5.08
 
0.98
0.97
0.98
0.00
 
549300WR7IX8XE0TBO16
494553AE
N
MP
426
UVA Unconstrained Medium-Term Fixed
539830BQ
LOCKHEED MARTIN
6/15/2050 2.8%
 
539830BQ1
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
MD
MARYLAND
USD
US DOLLAR
6/15/2050
   
62.48
         
LOCKHEED MARTIN
6/15/2050 2.8%
       
5
2
6
5
N
True
8400.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
300000.00
285171.37
286548.62
187436.10
187436.10
-99112.52
-99112.52
4.48
False
5.67
 
0.36
0.36
0.36
0.00
 
DPRBOZP0K5RM2YE8UU08
539830BQ
N
MP
426
UVA Unconstrained Medium-Term Fixed
58013MEN
MCDONALD'S CORP
2/15/2042 3.7%
 
58013MEN0
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
IL
ILLINOIS
USD
US DOLLAR
2/15/2042
   
80.08
         
MCDONALD'S CORP
2/15/2042 3.7%
       
5
2
6
5
N
True
7400.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
200000.00
164068.00
167782.70
160162.80
160162.80
-7619.90
-7619.90
4.62
False
5.61
 
0.31
0.31
0.31
0.00
 
UE2136O97NLB5BYP9H04
58013MEN
N
MP
426
UVA Unconstrained Medium-Term Fixed
58013MEZ
MCDONALD'S CORP
12/9/2035 4.7%
 
58013MEZ3
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
IL
ILLINOIS
USD
US DOLLAR
12/9/2035
   
97.64
         
MCDONALD'S CORP
12/9/2035 4.7%
       
5
2
6
5
N
True
23500.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
500000.00
528825.00
522386.24
488204.00
488204.00
-34182.24
-34182.24
4.81
False
5.01
 
0.94
0.93
0.93
0.00
 
UE2136O97NLB5BYP9H04
58013MEZ
N
MP
426
UVA Unconstrained Medium-Term Fixed
59156RAV
METLIFE INC
8/1/2039 10.75%
 
59156RAV0
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
NY
NEW YORK
USD
US DOLLAR
8/1/2039
   
129.38
         
METLIFE INC
8/1/2039 10.75%
       
5
2
6
5
N
True
43537.50
 
L
N
   
3/31/2026
C
 
426;USD
USD
405000.00
619463.85
587835.39
523976.85
523976.85
-63858.54
-63858.54
8.31
True
6.18
 
1.01
1.00
1.00
0.00
 
C4BXATY60WC6XEOZDX54
59156RAV
N
MP
426
UVA Unconstrained Medium-Term Fixed
59156RBT
METLIFE INC
5.875% 03/15/28
 
59156RBT4
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
NY
NEW YORK
USD
US DOLLAR
3/15/2028
   
99.50
         
METLIFE INC
5.875% 03/15/28
       
5
2
6
5
N
True
14687.50
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
258404.07
253092.11
248750.00
248750.00
-4342.11
-4342.11
5.90
False
6.15
 
0.48
0.48
0.48
0.00
 
C4BXATY60WC6XEOZDX54
59156RBT
N
MP
426
UVA Unconstrained Medium-Term Fixed
594918AR
MICROSOFT CORP
11/15/2042 3.5%
 
594918AR5
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
WA
WASHINGTON
USD
US DOLLAR
11/15/2042
   
80.30
         
MICROSOFT CORP
11/15/2042 3.5%
       
5
2
6
5
N
True
15750.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
450000.00
469070.35
466331.82
361370.25
361370.25
-104961.57
-104961.57
4.36
False
5.30
 
0.70
0.69
0.69
0.00
 
INR2EJN1ERAN0W5ZP974
594918AR
N
MP
426
UVA Unconstrained Medium-Term Fixed
61762VAA
MORGAN STANLEY
5.875% 09/15/26
 
61762VAA9
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
NY
NEW YORK
USD
US DOLLAR
9/15/2026
   
99.50
         
MORGAN STANLEY
5.875% 09/15/26
       
5
2
6
5
N
True
16450.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
280000.00
289762.45
281113.09
278600.00
278600.00
-2513.09
-2513.09
5.90
False
6.99
 
0.54
0.53
0.53
0.00
 
IGJSJL3JD5P30I6NJZ34
61762VAA
N
MP
426
UVA Unconstrained Medium-Term Fixed
654106AD
NIKE INC
5/1/2043 3.625%
 
654106AD5
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
OR
OREGON
USD
US DOLLAR
5/1/2043
   
77.70
         
NIKE INC
5/1/2043 3.625%
       
5
2
6
5
N
True
12433.75
 
L
N
   
3/31/2026
C
 
426;USD
USD
343000.00
371318.30
367333.51
266499.68
266499.68
-100833.83
-100833.83
4.67
False
5.68
 
0.51
0.51
0.51
0.00
 
787RXPR0UX0O0XUXPZ81
654106AD
N
MP
426
UVA Unconstrained Medium-Term Fixed
654106AL
NIKE INC
3/27/2040 3.25%
 
654106AL7
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
OR
OREGON
USD
US DOLLAR
3/27/2040
   
78.56
         
NIKE INC
3/27/2040 3.25%
       
5
2
6
5
N
True
8125.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
272245.24
268245.64
196411.75
196411.75
-71833.89
-71833.89
4.14
False
5.46
 
0.38
0.38
0.38
0.00
 
787RXPR0UX0O0XUXPZ81
654106AL
N
MP
426
UVA Unconstrained Medium-Term Fixed
68389XBF
ORACLE CORP
5/15/2045 4.125%
 
68389XBF1
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
TX
TEXAS
USD
US DOLLAR
5/15/2045
   
68.31
         
ORACLE CORP
5/15/2045 4.125%
       
5
2
6
5
N
True
26812.50
 
L
N
   
3/31/2026
C
 
426;USD
USD
650000.00
687076.87
682543.44
444033.20
444033.20
-238510.24
-238510.24
6.04
False
7.20
 
0.86
0.85
0.85
0.00
 
1Z4GXXU7ZHVWFCD8TV52
68389XBF
N
MP
426
UVA Unconstrained Medium-Term Fixed
68389XBP
ORACLE CORP
11/15/2037 3.8%
 
68389XBP9
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
TX
TEXAS
USD
US DOLLAR
11/15/2037
   
79.35
         
ORACLE CORP
11/15/2037 3.8%
       
5
2
6
5
N
True
15200.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
400000.00
430748.51
424371.71
317414.00
317414.00
-106957.71
-106957.71
4.79
False
6.34
 
0.61
0.61
0.61
0.00
 
1Z4GXXU7ZHVWFCD8TV52
68389XBP
N
MP
426
UVA Unconstrained Medium-Term Fixed
718546AK
PHILLIPS 66
11/15/2034 4.650000%
 
718546AK0
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
TX
TEXAS
USD
US DOLLAR
11/15/2034
   
96.00
         
PHILLIPS 66
11/15/2034 4.650000%
       
5
2
6
5
N
True
23250.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
500000.00
468840.00
471150.58
480003.50
480003.50
8852.92
8852.92
4.84
False
5.23
 
0.93
0.92
0.92
0.00
 
5493005JBO5YSIGK1814
718546AK
N
MP
426
UVA Unconstrained Medium-Term Fixed
718547AY
PHILLIPS 66 CO
03/15/2035 4.950000%
 
718547AY8
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
TX
TEXAS
USD
US DOLLAR
3/15/2035
   
98.35
         
PHILLIPS 66 CO
03/15/2035 4.950000%
       
5
2
6
5
N
True
24750.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
500000.00
502935.50
502576.31
491738.00
491738.00
-10838.31
-10838.31
5.03
False
5.18
 
0.95
0.94
0.94
0.00
 
RVJMT2IZVVSKIRJJBH76
718547AY
N
MP
426
UVA Unconstrained Medium-Term Fixed
743315AQ
PROGRESSIVE CORP
1/26/2045 3.7%
 
743315AQ6
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
OH
OHIO
USD
US DOLLAR
1/26/2045
   
76.01
         
PROGRESSIVE CORP
1/26/2045 3.7%
       
5
2
6
5
N
True
15355.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
415000.00
452422.18
447733.72
315426.56
315426.56
-132307.16
-132307.16
4.87
False
5.81
 
0.61
0.60
0.60
0.00
 
529900TACNVLY9DCR586
743315AQ
N
MP
426
UVA Unconstrained Medium-Term Fixed
747525AU
QUALCOMM INC
5/20/2027 3.25%
 
747525AU7
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
5/20/2027
   
99.07
         
QUALCOMM INC
5/20/2027 3.25%
       
5
2
6
5
N
True
6500.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
200000.00
219006.97
204398.46
198135.40
198135.40
-6263.06
-6263.06
3.28
False
4.10
 
0.38
0.38
0.38
0.00
 
H1J8DDZKZP6H7RWC0H53
747525AU
N
MP
426
UVA Unconstrained Medium-Term Fixed
74834LBA
QUEST DIAGNOSTIC
6/30/2029 4.2%
 
74834LBA7
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
NJ
NEW JERSEY
USD
US DOLLAR
6/30/2029
   
98.95
         
QUEST DIAGNOSTIC
6/30/2029 4.2%
       
5
2
6
5
N
True
10500.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
253166.95
251544.07
247386.75
247386.75
-4157.32
-4157.32
4.24
False
4.55
 
0.48
0.47
0.47
0.00
 
8MCWUBXQ0WE04KMXBX50
74834LBA
N
MP
426
UVA Unconstrained Medium-Term Fixed
731572AB
RALPH LAUREN
6/15/2030 2.95%
 
731572AB9
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
NY
NEW YORK
USD
US DOLLAR
6/15/2030
   
93.95
         
RALPH LAUREN
6/15/2030 2.95%
       
5
2
6
5
N
True
10325.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
350000.00
338795.67
343685.72
328820.45
328820.45
-14865.27
-14865.27
3.14
False
4.55
 
0.63
0.63
0.63
0.00
 
HO1QNWM0IXBZ0QSMMO20
731572AB
N
MP
426
UVA Unconstrained Medium-Term Fixed
75513ECA
RAYTHEON TECH
10/15/2040 4.875%
 
75513ECA7
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
MA
MASSACHUSETTS
USD
US DOLLAR
10/15/2040
   
94.83
         
RAYTHEON TECH
10/15/2040 4.875%
       
5
2
6
5
N
True
19500.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
400000.00
461400.89
451659.80
379300.80
379300.80
-72359.00
-72359.00
5.14
False
5.39
 
0.73
0.72
0.73
0.00
 
I07WOS4YJ0N7YRFE7309
75513ECA
N
MP
426
UVA Unconstrained Medium-Term Fixed
797440CB
SAN DIEGO G & E
3/15/2032 3%
 
797440CB8
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
3/15/2032
   
90.81
         
SAN DIEGO G & E
3/15/2032 3%
       
5
2
6
5
N
True
7500.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
210895.00
223225.80
227022.00
227022.00
3796.20
3796.20
3.30
False
4.79
 
0.44
0.43
0.43
0.00
 
PBBKGKLRK5S5C0Y4T545
797440CB
N
MP
426
UVA Unconstrained Medium-Term Fixed
844741BF
SOUTHWEST AIR
2/10/2030 2.625%
 
844741BF4
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
TX
TEXAS
USD
US DOLLAR
2/10/2030
   
91.51
         
SOUTHWEST AIR
2/10/2030 2.625%
       
5
2
6
5
N
True
2625.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
100000.00
101424.00
100741.87
91509.50
91509.50
-9232.37
-9232.37
2.87
False
5.07
 
0.18
0.17
0.18
0.00
 
UDTZ87G0STFETI6HGH41
844741BF
N
MP
426
UVA Unconstrained Medium-Term Fixed
855244AK
STARBUCKS CORP
6/15/2026 2.45%
 
855244AK5
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
WA
WASHINGTON
USD
US DOLLAR
6/15/2026
   
99.60
         
STARBUCKS CORP
6/15/2026 2.45%
       
5
2
6
5
N
True
6125.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
238319.26
249363.59
249006.25
249006.25
-357.34
-357.34
2.46
False
4.37
 
0.48
0.48
0.48
0.00
 
OQSJ1DU9TAOC51A47K68
855244AK
N
MP
426
UVA Unconstrained Medium-Term Fixed
254687FM
WALT DISNEY CO
9/1/2049 2.75%
 
254687FM3
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
9/1/2049
   
61.44
         
WALT DISNEY CO
9/1/2049 2.75%
       
5
2
6
5
N
True
6875.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
245982.50
246386.48
153592.00
153592.00
-92794.48
-92794.48
4.48
False
5.77
 
0.30
0.29
0.29
0.00
 
549300GZKULIZ0WOW665
254687FM
N
MP
426
UVA Unconstrained Medium-Term Fixed
254687FY
WALT DISNEY CO
5/13/2040 3.5%
 
254687FY7
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
5/13/2040
   
81.66
         
WALT DISNEY CO
5/13/2040 3.5%
       
5
2
6
5
N
True
10500.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
300000.00
313944.16
311552.04
244991.10
244991.10
-66560.94
-66560.94
4.29
False
5.37
 
0.47
0.47
0.47
0.00
 
549300GZKULIZ0WOW665
254687FY
N
MP
426
UVA Unconstrained Medium-Term Fixed
25468PDN
WALT DISNEY CO
7/30/2046 3%
 
25468PDN3
 
UNGROUPED SECURITIES
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
7/30/2046
   
67.79
         
WALT DISNEY CO
7/30/2046 3%
       
5
2
6
5
N
True
7500.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
244707.50
245313.86
169462.50
169462.50
-75851.36
-75851.36
4.43
False
5.69
 
0.33
0.32
0.32
0.00
 
549300GZKULIZ0WOW665
25468PDN
N
MP
426
UVA Unconstrained Medium-Term Fixed
89837LAD
PRINCETON UNIVERSITY
7/1/2026 2.612%
 
89837LAD7
1025
Commercial Services
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
   
USD
US DOLLAR
7/1/2026
   
99.28
         
PRINCETON UNIVERSITY
7/1/2026 2.612%
       
5
2
6
5
N
True
6530.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
247300.00
249821.35
248190.25
248190.25
-1631.10
-1631.10
2.63
False
5.51
 
0.48
0.47
0.47
0.00
   
89837LAD
N
MP
426
UVA Unconstrained Medium-Term Fixed
037833BX
APPLE INC
4.65% 02/23/2046
 
037833BX7
1036
Electronics
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
   
USD
US DOLLAR
2/23/2046
   
89.25
         
APPLE INC
4.65% 02/23/2046
       
5
2
6
5
N
True
4650.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
100000.00
138079.67
133289.94
89248.00
89248.00
-44041.94
-44041.94
5.21
False
5.55
 
0.17
0.17
0.17
0.00
   
037833BX
N
MP
426
UVA Unconstrained Medium-Term Fixed
458140BV
INTEL CORP
08/12/2041 2.8%
 
458140BV1
1097
Semiconductor Device
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
   
USD
US DOLLAR
8/12/2041
   
68.54
         
INTEL CORP
08/12/2041 2.8%
       
5
2
6
5
N
True
8400.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
300000.00
234301.00
243147.62
205625.10
205625.10
-37522.52
-37522.52
4.09
False
5.95
 
0.40
0.39
0.39
0.00
   
458140BV
N
MP
426
UVA Unconstrained Medium-Term Fixed
11134LAR
BROADCOM CRP / CAYMN
01/15/2028 3.50%
 
11134LAR0
D50D
Software
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
   
USD
US DOLLAR
1/15/2028
   
98.73
         
BROADCOM CRP / CAYMN
01/15/2028 3.50%
       
5
2
6
5
N
True
7000.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
200000.00
188071.00
195783.88
197450.20
197450.20
1666.32
1666.32
3.55
False
4.24
 
0.38
0.38
0.38
0.00
   
11134LAR
N
MP
426
UVA Unconstrained Medium-Term Fixed
594918CC
MICROSOFT CORP
06/01/2050 2.525
 
594918CC6
D50D
Software
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
   
USD
US DOLLAR
6/1/2050
   
60.05
         
MICROSOFT CORP
06/01/2050 2.525
       
5
2
6
5
N
True
12625.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
500000.00
467395.00
470514.97
300248.00
300248.00
-170266.97
-170266.97
4.20
False
5.55
 
0.58
0.57
0.57
0.00
   
594918CC
N
MP
426
UVA Unconstrained Medium-Term Fixed
031162CR
AMGEN INC
02/21/2040 3.15%
 
031162CR9
G40G
Pharmaceuticals
 
CORPBOND
CORPORATE BOND
     
USA
UNITED STATES
   
USD
US DOLLAR
2/21/2040
   
77.42
         
AMGEN INC
02/21/2040 3.15%
       
5
2
6
5
N
True
9450.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
300000.00
316802.21
313789.45
232253.40
232253.40
-81536.05
-81536.05
4.07
False
5.50
 
0.45
0.44
0.44
0.00
   
031162CR
N
MP
426
UVA Unconstrained Medium-Term Fixed
3142GSD9
FR RJ1927
07/01/2054 5.000000%
 
3142GSD96
 
UNGROUPED SECURITIES
 
FHLB
FED HOME LOAN BANK
     
USA
UNITED STATES
   
USD
US DOLLAR
7/1/2054
   
98.66
         
FR RJ1927
07/01/2054 5.000000%
       
5
2
6
5
N
True
43877.97
 
L
N
   
3/31/2026
C
 
426;USD
USD
877559.45
879479.11
879471.53
865760.75
865760.75
-13710.78
-13710.78
5.07
False
5.09
 
1.67
1.65
1.66
1000000.00
   
3142GSD9
N
MP
426
UVA Unconstrained Medium-Term Fixed
3142J6AP
FR RQ0013
06/01/2055 5.500000%
 
3142J6AP8
 
UNGROUPED SECURITIES
 
FHLB
FED HOME LOAN BANK
     
USA
UNITED STATES
   
USD
US DOLLAR
6/1/2055
   
100.46
         
FR RQ0013
06/01/2055 5.500000%
       
5
2
6
5
N
True
24095.54
 
L
N
   
3/31/2026
C
 
426;USD
USD
438100.64
436457.76
436457.76
440108.02
440108.02
3650.26
3650.26
5.47
False
5.47
 
0.85
0.84
0.84
500000.00
   
3142J6AP
N
MP
426
UVA Unconstrained Medium-Term Fixed
3142J6B2
FR RQ0056
10/01/2055 5.500000%
 
3142J6B28
 
UNGROUPED SECURITIES
 
FHLB
FED HOME LOAN BANK
     
USA
UNITED STATES
   
USD
US DOLLAR
10/1/2055
   
100.46
         
FR RQ0056
10/01/2055 5.500000%
       
5
2
6
5
N
True
41088.68
 
L
N
   
3/31/2026
C
 
426;USD
USD
747066.94
758427.03
758420.37
750490.15
750490.15
-7930.22
-7930.22
5.47
False
5.47
 
1.45
1.43
1.44
800000.00
   
3142J6B2
N
MP
426
UVA Unconstrained Medium-Term Fixed
3142J6B9
FR RQ0063
11/01/2055 5.000000%
 
3142J6B93
 
UNGROUPED SECURITIES
 
FHLB
FED HOME LOAN BANK
     
USA
UNITED STATES
   
USD
US DOLLAR
11/1/2055
   
98.62
         
FR RQ0063
11/01/2055 5.000000%
       
5
2
6
5
N
True
24504.72
 
L
N
   
3/31/2026
C
 
426;USD
USD
490094.34
491013.27
491009.14
483346.77
483346.77
-7662.37
-7662.37
5.07
False
5.09
 
0.93
0.92
0.92
500000.00
   
3142J6B9
N
MP
426
UVA Unconstrained Medium-Term Fixed
3142J6CM
FR RQ0075
12/01/2055 5.000000%
 
3142J6CM3
 
UNGROUPED SECURITIES
 
FHLB
FED HOME LOAN BANK
     
USA
UNITED STATES
   
USD
US DOLLAR
12/1/2055
   
98.62
         
FR RQ0075
12/01/2055 5.000000%
       
5
2
6
5
N
True
49017.15
 
L
N
   
3/31/2026
C
 
426;USD
USD
980342.99
981415.24
981411.56
966829.26
966829.26
-14582.30
-14582.30
5.07
False
5.09
 
1.86
1.85
1.85
1000000.00
   
3142J6CM
N
MP
426
UVA Unconstrained Medium-Term Fixed
3142J6C8
FR RQ0094
02/01/2056 5.000000%
 
3142J6C84
 
UNGROUPED SECURITIES
 
FHLB
FED HOME LOAN BANK
     
USA
UNITED STATES
   
USD
US DOLLAR
2/1/2056
   
98.62
         
FR RQ0094
02/01/2056 5.000000%
       
5
2
6
5
N
True
37152.04
 
L
N
   
3/31/2026
C
 
426;USD
USD
743040.71
751516.03
751500.90
732781.33
732781.33
-18719.57
-18719.57
5.07
False
5.09
 
1.41
1.40
1.40
750000.00
   
3142J6C8
N
MP
426
UVA Unconstrained Medium-Term Fixed
3132DWGY
FR SD8315
04/01/2053 5.000000%
 
3132DWGY3
 
UNGROUPED SECURITIES
 
FHLB
FED HOME LOAN BANK
     
USA
UNITED STATES
   
USD
US DOLLAR
4/1/2053
   
99.00
         
FR SD8315
04/01/2053 5.000000%
       
5
2
6
5
N
True
29763.10
 
L
N
   
3/31/2026
C
 
426;USD
USD
595261.96
580375.94
580375.94
589299.87
589299.87
8923.93
8923.93
5.05
False
5.07
 
1.14
1.13
1.13
750000.00
   
3132DWGY
N
MP
426
UVA Unconstrained Medium-Term Fixed
3132DWPG
FR SD8523
04/01/2055 5.000000%
 
3132DWPG2
 
UNGROUPED SECURITIES
 
FHLB
FED HOME LOAN BANK
     
USA
UNITED STATES
   
USD
US DOLLAR
4/1/2055
   
98.62
         
FR SD8523
04/01/2055 5.000000%
       
5
2
6
5
N
True
23025.26
 
L
N
   
3/31/2026
C
 
426;USD
USD
460505.21
458634.40
458634.40
454172.57
454172.57
-4461.83
-4461.83
5.07
False
5.09
 
0.88
0.87
0.87
500000.00
   
3132DWPG
N
MP
426
UVA Unconstrained Medium-Term Fixed
31427MHZ
FR SL0247
01/01/2055 5.000000%
 
31427MHZ7
 
UNGROUPED SECURITIES
 
FHLB
FED HOME LOAN BANK
     
USA
UNITED STATES
   
USD
US DOLLAR
1/1/2055
   
98.88
         
FR SL0247
01/01/2055 5.000000%
       
5
2
6
5
N
True
21750.70
 
L
N
   
3/31/2026
C
 
426;USD
USD
435013.99
428488.78
428488.78
430137.66
430137.66
1648.88
1648.88
5.06
False
5.07
 
0.83
0.82
0.82
500000.00
   
31427MHZ
N
MP
426
UVA Unconstrained Medium-Term Fixed
31427NSH
FR SL1419
05/01/2055 5.500000%
 
31427NSH3
 
UNGROUPED SECURITIES
 
FHLB
FED HOME LOAN BANK
     
USA
UNITED STATES
   
USD
US DOLLAR
5/1/2055
   
100.46
         
FR SL1419
05/01/2055 5.500000%
       
5
2
6
5
N
True
22967.03
 
L
N
   
3/31/2026
C
 
426;USD
USD
417582.41
417060.42
417060.42
419495.73
419495.73
2435.31
2435.31
5.47
False
5.47
 
0.81
0.80
0.80
500000.00
   
31427NSH
N
MP
426
UVA Unconstrained Medium-Term Fixed
31427NXW
FR SL1592
06/01/2055 5.500000%
 
31427NXW4
 
UNGROUPED SECURITIES
 
FHLB
FED HOME LOAN BANK
     
USA
UNITED STATES
   
USD
US DOLLAR
6/1/2055
   
100.52
         
FR SL1592
06/01/2055 5.500000%
       
5
2
6
5
N
True
38493.83
 
L
N
   
3/31/2026
C
 
426;USD
USD
699887.78
701200.07
701189.17
703506.55
703506.55
2317.38
2317.38
5.47
False
5.46
 
1.36
1.34
1.35
800000.00
   
31427NXW
N
MP
426
UVA Unconstrained Medium-Term Fixed
3132DP7M
FR SD2700
04/01/2053 5.000000%
 
3132DP7M4
 
UNGROUPED SECURITIES
 
FHLMC
FREDDIE MAC
     
USA
UNITED STATES
   
USD
US DOLLAR
4/1/2053
   
99.63
         
FR SD2700
04/01/2053 5.000000%
       
5
2
6
5
N
True
74500.37
 
L
N
   
3/31/2026
C
 
426;USD
USD
1490007.36
1463792.54
1464739.17
1484452.17
1484452.17
19713.00
19713.00
5.02
False
5.03
 
2.86
2.84
2.84
2000000.00
   
3132DP7M
N
MP
426
UVA Unconstrained Medium-Term Fixed
3140YXSM
FN DA9523
03/01/2054 5.500000%
 
3140YXSM4
 
UNGROUPED SECURITIES
 
FNMASECY
FANNIE MAE
     
USA
UNITED STATES
NC
NORTH CAROLINA
USD
US DOLLAR
3/1/2054
   
101.01
         
FN DA9523
03/01/2054 5.500000%
       
5
2
6
5
N
True
40659.69
 
L
N
   
3/31/2026
C
 
426;USD
USD
739267.10
746891.17
746713.15
746713.15
746713.15
0.00
0.00
5.45
False
5.43
 
1.44
1.43
1.43
1000000.00
   
3140YXSM
N
AC
426
UVA Unconstrained Medium-Term Fixed
3140AR4J
FN DC4424
10/01/2054 5.000000%
 
3140AR4J6
 
UNGROUPED SECURITIES
 
FNMASECY
FANNIE MAE
     
USA
UNITED STATES
MO
MISSOURI
USD
US DOLLAR
10/1/2054
   
98.88
         
FN DC4424
10/01/2054 5.000000%
       
5
2
6
5
N
True
43273.82
 
L
N
   
3/31/2026
C
 
426;USD
USD
865476.44
852358.93
852358.93
855800.67
855800.67
3441.74
3441.74
5.06
False
5.07
 
1.65
1.64
1.64
1000000.00
   
3140AR4J
N
MP
426
UVA Unconstrained Medium-Term Fixed
3140B04M
FN DD0827
01/01/2055 6.000000%
 
3140B04M7
 
UNGROUPED SECURITIES
 
FNMASECY
FANNIE MAE
     
USA
UNITED STATES
MI
MICHIGAN
USD
US DOLLAR
1/1/2055
   
102.44
         
FN DD0827
01/01/2055 6.000000%
       
5
2
6
5
N
True
20101.39
 
L
N
   
3/31/2026
C
 
426;USD
USD
335023.16
339629.72
339573.12
343192.56
343192.56
3619.44
3619.44
5.86
False
5.83
 
0.66
0.66
0.66
500000.00
   
3140B04M
N
MP
426
UVA Unconstrained Medium-Term Fixed
3140W02Z
FN FA0791
02/01/2054 4.500000%
 
3140W02Z7
 
UNGROUPED SECURITIES
 
FNMASECY
FANNIE MAE
     
USA
UNITED STATES
   
USD
US DOLLAR
2/1/2054
   
96.77
         
FN FA0791
02/01/2054 4.500000%
       
5
2
6
5
N
True
20410.87
 
L
N
   
3/31/2026
C
 
426;USD
USD
453574.79
435148.30
435458.25
438906.05
438906.05
3447.80
3447.80
4.65
False
4.71
 
0.85
0.84
0.84
500000.00
   
3140W02Z
N
MP
426
UVA Unconstrained Medium-Term Fixed
3140XRPL
FN FS9426
10/01/2054 5.000000%
 
3140XRPL3
 
UNGROUPED SECURITIES
 
FNMASECY
FANNIE MAE
     
USA
UNITED STATES
   
USD
US DOLLAR
10/1/2054
   
98.88
         
FN FS9426
10/01/2054 5.000000%
       
5
2
6
5
N
True
36102.07
 
L
N
   
3/31/2026
C
 
426;USD
USD
722041.34
709405.62
709405.62
713944.88
713944.88
4539.26
4539.26
5.06
False
5.07
 
1.38
1.36
1.37
800000.00
   
3140XRPL
N
MP
426
UVA Unconstrained Medium-Term Fixed
3140XRS6
FN FS9540
11/01/2054 5.000000%
 
3140XRS63
 
UNGROUPED SECURITIES
 
FNMASECY
FANNIE MAE
     
USA
UNITED STATES
   
USD
US DOLLAR
11/1/2054
   
99.17
         
FN FS9540
11/01/2054 5.000000%
       
5
2
6
5
N
True
23354.88
 
L
N
   
3/31/2026
C
 
426;USD
USD
467097.62
467973.42
467969.23
463225.66
463225.66
-4743.57
-4743.57
5.04
False
5.05
 
0.89
0.89
0.89
500000.00
   
3140XRS6
N
MP
426
UVA Unconstrained Medium-Term Fixed
31418ES4
FN MA5038
06/01/2053 5.000000%
 
31418ES43
 
UNGROUPED SECURITIES
 
FNMASECY
FANNIE MAE
     
USA
UNITED STATES
   
USD
US DOLLAR
6/1/2053
   
98.97
         
FN MA5038
06/01/2053 5.000000%
       
5
2
6
5
N
True
39631.61
 
L
N
   
3/31/2026
C
 
426;USD
USD
792632.27
777770.42
778189.41
784456.43
784456.43
6267.02
6267.02
5.05
False
5.07
 
1.51
1.50
1.50
1000000.00
   
31418ES4
N
MP
426
UVA Unconstrained Medium-Term Fixed
31418ET6
FN MA5072
07/01/2053 5.500000%
 
31418ET67
 
UNGROUPED SECURITIES
 
FNMASECY
FANNIE MAE
     
USA
UNITED STATES
   
USD
US DOLLAR
7/1/2053
   
100.65
         
FN MA5072
07/01/2053 5.500000%
       
5
2
6
5
N
True
20283.19
 
L
N
   
3/31/2026
C
 
426;USD
USD
368785.33
357260.98
357653.82
371199.47
371199.47
13545.65
13545.65
5.46
False
5.45
 
0.72
0.71
0.71
500000.00
   
31418ET6
N
MP
426
UVA Unconstrained Medium-Term Fixed
31418EV8
FN MA5138
09/01/2053 5.500000%
 
31418EV80
 
UNGROUPED SECURITIES
 
FNMASECY
FANNIE MAE
     
USA
UNITED STATES
   
USD
US DOLLAR
9/1/2053
   
100.65
         
FN MA5138
09/01/2053 5.500000%
       
5
2
6
5
N
True
30066.80
 
L
N
   
3/31/2026
C
 
426;USD
USD
546669.17
522069.06
522870.58
550247.83
550247.83
27377.25
27377.25
5.46
False
5.45
 
1.06
1.05
1.05
750000.00
   
31418EV8
N
MP
426
UVA Unconstrained Medium-Term Fixed
31418EW3
FN MA5165
10/01/2053 5.500000%
 
31418EW30
 
UNGROUPED SECURITIES
 
FNMASECY
FANNIE MAE
     
USA
UNITED STATES
   
USD
US DOLLAR
10/1/2053
   
100.68
         
FN MA5165
10/01/2053 5.500000%
       
5
2
6
5
N
True
56247.58
 
L
N
   
3/31/2026
C
 
426;USD
USD
1022683.19
974821.62
976362.84
1029665.15
1029665.15
53302.31
53302.31
5.46
False
5.45
 
1.98
1.97
1.97
1400000.00
   
31418EW3
N
MP
426
UVA Unconstrained Medium-Term Fixed
31418FF3
FN MA5585
01/01/2055 5.000000%
 
31418FF36
 
UNGROUPED SECURITIES
 
FNMASECY
FANNIE MAE
     
USA
UNITED STATES
   
USD
US DOLLAR
1/1/2055
   
98.63
         
FN MA5585
01/01/2055 5.000000%
       
5
2
6
5
N
True
22799.27
 
L
N
   
3/31/2026
C
 
426;USD
USD
455985.48
444229.63
444229.63
449725.80
449725.80
5496.17
5496.17
5.07
False
5.09
 
0.87
0.86
0.86
500000.00
   
31418FF3
N
MP
426
UVA Unconstrained Medium-Term Fixed
31418FJS
FN MA5672
04/01/2055 5.000000%
 
31418FJS7
 
UNGROUPED SECURITIES
 
FNMASECY
FANNIE MAE
     
USA
UNITED STATES
   
USD
US DOLLAR
4/1/2055
   
98.62
         
FN MA5672
04/01/2055 5.000000%
       
5
2
6
5
N
True
23368.45
 
L
N
   
3/31/2026
C
 
426;USD
USD
467368.99
464813.06
464813.06
460941.97
460941.97
-3871.09
-3871.09
5.07
False
5.09
 
0.89
0.88
0.88
500000.00
   
31418FJS
N
MP
426
UVA Unconstrained Medium-Term Fixed
31418FLQ
FN MA5734
06/01/2055 5.000000%
 
31418FLQ8
 
UNGROUPED SECURITIES
 
FNMASECY
FANNIE MAE
     
USA
UNITED STATES
   
USD
US DOLLAR
6/1/2055
   
98.63
         
FN MA5734
06/01/2055 5.000000%
       
5
2
6
5
N
True
23432.24
 
L
N
   
3/31/2026
C
 
426;USD
USD
468644.73
453413.78
453413.78
462218.16
462218.16
8804.38
8804.38
5.07
False
5.09
 
0.89
0.88
0.88
500000.00
   
31418FLQ
N
MP
426
UVA Unconstrained Medium-Term Fixed
31418FMH
FN MA5759
07/01/2055 5.000000%
 
31418FMH7
 
UNGROUPED SECURITIES
 
FNMASECY
FANNIE MAE
     
USA
UNITED STATES
   
USD
US DOLLAR
7/1/2055
   
98.63
         
FN MA5759
07/01/2055 5.000000%
       
5
2
6
5
N
True
23805.79
 
L
N
   
3/31/2026
C
 
426;USD
USD
476115.84
466593.52
466593.52
469578.10
469578.10
2984.58
2984.58
5.07
False
5.09
 
0.91
0.90
0.90
500000.00
   
31418FMH
N
MP
426
UVA Unconstrained Medium-Term Fixed
31418FPG
FN MA5822
09/01/2055 5.500000%
 
31418FPG6
 
UNGROUPED SECURITIES
 
FNMASECY
FANNIE MAE
     
USA
UNITED STATES
   
USD
US DOLLAR
9/1/2055
   
100.46
         
FN MA5822
09/01/2055 5.500000%
       
5
2
6
5
N
True
50330.76
 
L
N
   
3/31/2026
C
 
426;USD
USD
915104.80
920824.20
920779.10
919297.99
919297.99
-1481.11
-1481.11
5.47
False
5.47
 
1.77
1.76
1.76
1000000.00
   
31418FPG
N
MP
426
UVA Unconstrained Medium-Term Fixed
31418FUW
FN MA5996
03/01/2056 4.500000%
 
31418FUW5
 
UNGROUPED SECURITIES
 
FNMASECY
FANNIE MAE
     
USA
UNITED STATES
   
USD
US DOLLAR
3/1/2056
   
96.47
         
FN MA5996
03/01/2056 4.500000%
       
5
2
6
5
N
True
33687.73
 
L
N
   
3/31/2026
C
 
426;USD
USD
748616.15
744171.24
744171.24
722191.04
722191.04
-21980.20
-21980.20
4.66
False
4.72
 
1.39
1.38
1.38
750000.00
   
31418FUW
N
MP
426
UVA Unconstrained Medium-Term Fixed
3618N5VR
G2 MB0623
09/20/2055 5.500000%
 
3618N5VR7
 
UNGROUPED SECURITIES
 
GNMASECY
GINNIE MAE
     
USA
UNITED STATES
   
USD
US DOLLAR
9/1/2055
   
100.67
         
G2 MB0623
09/20/2055 5.500000%
       
5
2
6
5
N
True
26995.30
 
L
N
   
3/31/2026
C
 
426;USD
USD
490823.56
496958.85
496956.04
494134.41
494134.41
-2821.63
-2821.63
5.46
False
5.45
 
0.95
0.94
0.95
500000.00
   
3618N5VR
N
MP
426
UVA Unconstrained Medium-Term Fixed
MISXX
Morgan Stanley Insti
tutional Liquidity F
 
61747C582
1078
Money Market Fund
 
MONEYMKT
MONEY MARKET
     
USA
UNITED STATES
NY
NEW YORK
USD
US DOLLAR
4/1/2026
   
100.00
         
Morgan Stanley Insti
tutional Liquidity F
       
5
2
6
5
N
True
52073.05
 
L
N
   
3/31/2026
C
 
426;USD
USD
1476628.03
1476628.03
1476628.03
1476628.03
1476628.03
0.00
0.00
3.53
False
3.52
 
2.85
2.82
2.83
0.00
   
MISXX
N
AC
426
UVA Unconstrained Medium-Term Fixed
01179RM6
ALASKA ST MUNI BOND
B  12/1/2036 2.602%
 
01179RM67
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
AK
ALASKA
USD
US DOLLAR
12/1/2036
   
81.27
         
ALASKA ST MUNI BOND
B  12/1/2036 2.602%
       
5
2
6
5
N
True
9107.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
350000.00
344606.50
345842.41
284448.57
284448.57
-61393.84
-61393.84
3.20
False
4.87
 
0.55
0.54
0.54
0.00
   
01179RM6
N
MP
426
UVA Unconstrained Medium-Term Fixed
01179RM7
ALASKA ST MUNI BOND
B  12/1/2041 3.028%
 
01179RM75
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
AK
ALASKA
USD
US DOLLAR
12/1/2041
   
78.77
         
ALASKA ST MUNI BOND
B  12/1/2041 3.028%
       
5
2
6
5
N
True
10598.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
350000.00
361236.80
359456.42
275678.10
275678.10
-83778.33
-83778.33
3.84
False
5.00
 
0.53
0.53
0.53
0.00
   
01179RM7
N
MP
426
UVA Unconstrained Medium-Term Fixed
040484UU
ARIZONA BRD OF RGTS
U  6/1/2044 3.9%
 
040484UU9
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
AZ
ARIZONA
USD
US DOLLAR
6/1/2044
   
82.64
         
ARIZONA BRD OF RGTS
U  6/1/2044 3.9%
       
5
2
6
5
N
True
13650.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
350000.00
418086.60
408815.03
289237.94
289237.94
-119577.10
-119577.10
4.72
False
5.41
 
0.56
0.55
0.55
0.00
   
040484UU
N
MP
426
UVA Unconstrained Medium-Term Fixed
072024YB
BAY AREA CA TOLL AUT
H  4/1/2036 2.913%
 
072024YB2
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
4/1/2036
   
83.88
         
BAY AREA CA TOLL AUT
H  4/1/2036 2.913%
       
5
2
6
5
N
True
10195.50
 
L
N
   
3/31/2026
C
 
426;USD
USD
350000.00
354595.06
353485.28
293593.86
293593.86
-59891.42
-59891.42
3.47
False
4.98
 
0.57
0.56
0.56
0.00
 
5493001FUZGUQMIP5D78
072024YB
N
MP
426
UVA Unconstrained Medium-Term Fixed
110290NJ
BRISTOL TWP PA SCH D
I  6/1/2043 3.65%
 
110290NJ8
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
PA
PENNSYLVANIA
USD
US DOLLAR
6/1/2043
   
75.13
         
BRISTOL TWP PA SCH D
I  6/1/2043 3.65%
       
5
2
6
5
N
True
9307.50
 
L
N
   
3/31/2026
C
 
426;USD
USD
255000.00
261481.01
260603.39
191580.58
191580.58
-69022.81
-69022.81
4.86
False
5.99
 
0.37
0.37
0.37
0.00
   
110290NJ
N
MP
426
UVA Unconstrained Medium-Term Fixed
13077DMZ
CA ST UNIV-D
11/1/2038 2.67%
 
13077DMZ2
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
11/1/2038
   
77.24
         
CA ST UNIV-D
11/1/2038 2.67%
       
5
2
6
5
N
True
8010.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
300000.00
290778.00
292576.22
231712.29
231712.29
-60863.93
-60863.93
3.46
False
5.15
 
0.45
0.44
0.44
0.00
   
13077DMZ
N
MP
426
UVA Unconstrained Medium-Term Fixed
38122NZX
GOLDEN ST TOBACCO SE
C  6/1/2038 3.115%
 
38122NZX3
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
6/1/2038
   
82.66
         
GOLDEN ST TOBACCO SE
C  6/1/2038 3.115%
       
5
2
6
5
N
True
2647.75
 
L
N
   
3/31/2026
C
 
426;USD
USD
85000.00
87792.15
87226.01
70260.92
70260.92
-16965.10
-16965.10
3.77
False
5.04
 
0.14
0.13
0.13
0.00
   
38122NZX
N
MP
426
UVA Unconstrained Medium-Term Fixed
561850MA
MANATEE CNTY FL PORT
10/1/2041 3.187%
 
561850MA3
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
FL
FLORIDA
USD
US DOLLAR
10/1/2041
   
76.83
         
MANATEE CNTY FL PORT
10/1/2041 3.187%
       
5
2
6
5
N
True
6374.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
200000.00
209605.73
208080.34
153655.56
153655.56
-54424.78
-54424.78
4.15
False
5.42
 
0.30
0.29
0.29
0.00
   
561850MA
N
MP
426
UVA Unconstrained Medium-Term Fixed
573394EN
MARTINEZ -REF -TXBL
8/1/2040 2.7%
 
573394EN9
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
8/1/2040
   
76.00
         
MARTINEZ -REF -TXBL
8/1/2040 2.7%
       
5
2
6
5
N
True
8910.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
330000.00
331071.30
330883.58
250784.59
250784.59
-80098.99
-80098.99
3.55
False
5.08
 
0.48
0.48
0.48
0.00
   
573394EN
N
MP
426
UVA Unconstrained Medium-Term Fixed
59335KDA
MIAMI-DADE -A-3-TXBL
10/1/2038 2.762%
 
59335KDA2
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
FL
FLORIDA
USD
US DOLLAR
10/1/2038
   
78.72
         
MIAMI-DADE -A-3-TXBL
10/1/2038 2.762%
       
5
2
6
5
N
True
6905.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
247407.50
247922.63
196787.63
196787.63
-51135.01
-51135.01
3.51
False
5.08
 
0.38
0.38
0.38
0.00
 
549300QG0NBD9HULR263
59335KDA
N
MP
426
UVA Unconstrained Medium-Term Fixed
6460667F
NEW JERSEY ST EDUCTN
L  7/1/2035 3.468%
 
6460667F1
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
NJ
NEW JERSEY
USD
US DOLLAR
7/1/2035
   
88.66
         
NEW JERSEY ST EDUCTN
L  7/1/2035 3.468%
       
5
2
6
5
N
True
13872.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
400000.00
430085.08
422278.69
354639.04
354639.04
-67639.65
-67639.65
3.91
False
5.01
 
0.68
0.68
0.68
0.00
 
549300UTOO4X537XXG70
6460667F
N
MP
426
UVA Unconstrained Medium-Term Fixed
70917S3J
PENNSYLVANIA ST HGR
E  6/15/2045 4.3%
 
70917S3J0
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
PA
PENNSYLVANIA
USD
US DOLLAR
6/15/2045
   
84.76
         
PENNSYLVANIA ST HGR
E  6/15/2045 4.3%
       
5
2
6
5
N
True
10750.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
266118.67
264292.79
211907.75
211907.75
-52385.04
-52385.04
5.07
False
5.60
 
0.41
0.41
0.41
0.00
   
70917S3J
N
MP
426
UVA Unconstrained Medium-Term Fixed
709235T7
PENNSYLVANIA ST UNIV
9/1/2043 2.79%
 
709235T70
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
PA
PENNSYLVANIA
USD
US DOLLAR
9/1/2043
   
75.49
         
PENNSYLVANIA ST UNIV
9/1/2043 2.79%
       
5
2
6
5
N
True
5580.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
200000.00
209153.71
207824.01
150970.76
150970.76
-56853.25
-56853.25
3.70
False
4.90
 
0.29
0.29
0.29
0.00
 
549300QDK4O4XCJ47X56
709235T7
N
MP
426
UVA Unconstrained Medium-Term Fixed
798755GM
SAN MARCOS USD -TXBL
8/1/2040 3.377%
 
798755GM0
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
8/1/2040
   
81.96
         
SAN MARCOS USD -TXBL
8/1/2040 3.377%
       
5
2
6
5
N
True
11819.50
 
L
N
   
3/31/2026
C
 
426;USD
USD
350000.00
356096.56
355076.84
286852.76
286852.76
-68224.09
-68224.09
4.12
False
5.17
 
0.55
0.55
0.55
0.00
   
798755GM
N
MP
426
UVA Unconstrained Medium-Term Fixed
875301HY
TAMPA-HILLSBOROUGH
7/1/2037 2.692%
 
875301HY2
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
FL
FLORIDA
USD
US DOLLAR
7/1/2037
   
80.23
         
TAMPA-HILLSBOROUGH
7/1/2037 2.692%
       
5
2
6
5
N
True
13594.60
 
L
N
   
3/31/2026
C
 
426;USD
USD
505000.00
518669.73
515623.27
405155.84
405155.84
-110467.43
-110467.43
3.36
False
5.01
 
0.78
0.77
0.78
0.00
   
875301HY
N
MP
426
UVA Unconstrained Medium-Term Fixed
899141BL
TULARE CO BRD ED-TXB
L  5/1/2043 3.64%
 
899141BL8
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
5/1/2043
   
73.66
         
TULARE CO BRD ED-TXB
L  5/1/2043 3.64%
       
5
2
6
5
N
True
9100.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
249183.17
249287.74
184158.68
184158.68
-65129.07
-65129.07
4.94
False
6.15
 
0.35
0.35
0.35
0.00
   
899141BL
N
MP
426
UVA Unconstrained Medium-Term Fixed
913366JA
UNIV CA RGTS-M-TXBL
5/15/2026 2.459%
 
913366JA9
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
5/15/2026
   
99.83
         
UNIV CA RGTS-M-TXBL
5/15/2026 2.459%
       
5
2
6
5
N
True
1721.30
 
L
N
   
3/31/2026
C
 
426;USD
USD
70000.00
67870.95
69930.09
69883.91
69883.91
-46.18
-46.18
2.46
False
3.79
 
0.13
0.13
0.13
0.00
 
RRR42I7GG51DB5HDQR14
913366JA
N
MP
426
UVA Unconstrained Medium-Term Fixed
91412G2Y
UNIV OF CALIFORNIA-N
5/15/2027 3.039%
 
91412G2Y0
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
CA
CALIFORNIA
USD
US DOLLAR
5/15/2027
   
99.16
         
UNIV OF CALIFORNIA-N
5/15/2027 3.039%
       
5
2
6
5
N
True
759.75
 
L
N
   
3/31/2026
C
 
426;USD
USD
25000.00
24494.92
24878.73
24789.30
24789.30
-89.43
-89.43
3.06
False
3.81
 
0.05
0.05
0.05
0.00
   
91412G2Y
N
MP
426
UVA Unconstrained Medium-Term Fixed
914805EX
UNIV OF PITTSBURGH P
A  9/15/2026 3.127%
 
914805EX0
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
PA
PENNSYLVANIA
USD
US DOLLAR
9/15/2026
   
99.77
         
UNIV OF PITTSBURGH P
A  9/15/2026 3.127%
       
5
2
6
5
N
True
4377.80
 
L
N
   
3/31/2026
C
 
426;USD
USD
140000.00
141231.44
140134.93
139681.50
139681.50
-453.43
-453.43
3.13
False
3.63
 
0.27
0.27
0.27
0.00
 
5493002C83QSGL8ETT42
914805EX
N
MP
426
UVA Unconstrained Medium-Term Fixed
917567FQ
UTAH ST TRANSIT AUTH
12/15/2038 2.774%
 
917567FQ7
 
UNGROUPED SECURITIES
 
MUNIBOND
MUNICIPAL BOND
     
USA
UNITED STATES
UT
UTAH
USD
US DOLLAR
12/15/2038
   
80.26
         
UTAH ST TRANSIT AUTH
12/15/2038 2.774%
       
5
2
6
5
N
True
15257.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
550000.00
563106.02
560510.02
441419.06
441419.06
-119090.97
-119090.97
3.46
False
4.88
 
0.85
0.84
0.84
0.00
   
917567FQ
N
MP
426
UVA Unconstrained Medium-Term Fixed
912810QZ
US TREASURY N/B
2/15/2043 3.125%
 
912810QZ4
 
UNGROUPED SECURITIES
 
TREASNOT
TREASURY NOTE
     
USA
UNITED STATES
   
USD
US DOLLAR
2/15/2043
   
80.22
         
US TREASURY N/B
2/15/2043 3.125%
       
5
2
6
5
N
True
28125.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
900000.00
737688.94
755933.56
722003.94
722003.94
-33929.62
-33929.62
3.90
False
4.85
 
1.39
1.38
1.38
0.00
 
254900HROIFWPRGM1V77
912810QZ
N
MP
426
UVA Unconstrained Medium-Term Fixed
912810TD
US TREASURY N/B
2/15/2052 2.25%
 
912810TD0
 
UNGROUPED SECURITIES
 
TREASNOT
TREASURY NOTE
     
USA
UNITED STATES
   
USD
US DOLLAR
2/15/2052
   
60.43
         
US TREASURY N/B
2/15/2052 2.25%
       
5
2
6
5
N
True
33750.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
1500000.00
1430071.98
1436583.57
906386.70
906386.70
-530196.87
-530196.87
3.72
False
4.99
 
1.75
1.73
1.73
0.00
 
254900HROIFWPRGM1V77
912810TD
N
MP
426
UVA Unconstrained Medium-Term Fixed
912810TH
US TREASURY N/B
5/15/2042 3.25%
 
912810TH1
 
UNGROUPED SECURITIES
 
TREASNOT
TREASURY NOTE
     
USA
UNITED STATES
   
USD
US DOLLAR
5/15/2042
   
82.61
         
US TREASURY N/B
5/15/2042 3.25%
       
5
2
6
5
N
True
16250.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
500000.00
494273.44
494273.44
413027.35
413027.35
-81246.09
-81246.09
3.93
False
4.81
 
0.80
0.79
0.79
0.00
 
254900HROIFWPRGM1V77
912810TH
N
MP
426
UVA Unconstrained Medium-Term Fixed
912810TM
US TREASURY N/B
11/15/2042 4.000000%
 
912810TM0
 
UNGROUPED SECURITIES
 
TREASNOT
TREASURY NOTE
     
USA
UNITED STATES
   
USD
US DOLLAR
11/15/2042
   
90.66
         
US TREASURY N/B
11/15/2042 4.000000%
       
5
2
6
5
N
True
40000.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
1000000.00
970578.13
970578.13
906601.60
906601.60
-63976.53
-63976.53
4.41
False
4.82
 
1.75
1.73
1.73
0.00
 
254900HROIFWPRGM1V77
912810TM
N
MP
426
UVA Unconstrained Medium-Term Fixed
91282CDY
US TREASURY N/B
2/15/2032 1.875%
 
91282CDY4
 
UNGROUPED SECURITIES
 
TREASNOT
TREASURY NOTE
     
USA
UNITED STATES
   
USD
US DOLLAR
2/15/2032
   
88.69
         
US TREASURY N/B
2/15/2032 1.875%
       
5
2
6
5
N
True
4687.50
 
L
N
   
3/31/2026
C
 
426;USD
USD
250000.00
227652.80
235803.64
221718.75
221718.75
-14084.89
-14084.89
2.11
False
4.06
 
0.43
0.42
0.42
0.00
 
254900HROIFWPRGM1V77
91282CDY
N
MP
426
UVA Unconstrained Medium-Term Fixed
912810RK
US TREASURY N/B
2/15/2045 2.5%
 
912810RK6
K60K
Government/Agency
 
TREASNOT
TREASURY NOTE
     
USA
UNITED STATES
   
USD
US DOLLAR
2/15/2045
   
70.29
         
US TREASURY N/B
2/15/2045 2.5%
       
5
2
6
5
N
True
18750.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
750000.00
577168.97
591885.49
527138.70
527138.70
-64746.79
-64746.79
3.56
False
4.94
 
1.02
1.01
1.01
0.00
   
912810RK
N
MP
426
UVA Unconstrained Medium-Term Fixed
912810SA
US TREASURY N/B
2/15/2048 3%
 
912810SA7
K60K
Government/Agency
 
TREASNOT
TREASURY NOTE
     
USA
UNITED STATES
   
USD
US DOLLAR
2/15/2048
   
73.90
         
US TREASURY N/B
2/15/2048 3%
       
5
2
6
5
N
True
30000.00
 
L
N
   
3/31/2026
C
 
426;USD
USD
1000000.00
823703.13
831248.72
739023.40
739023.40
-92225.32
-92225.32
4.06
False
4.97
 
1.42
1.41
1.41
0.00
   
912810SA
N
MP