Schedule of investments
Nomura Tax-Free Colorado Fund May 31, 2026 (Unaudited)
    Principal
amount°
Value (US $)
Municipal Bonds — 97.68%
Education Revenue Bonds — 11.16%
Board of Governors of the Colorado State University
System Enterprise Revenue
     
Series A 5.00% 3/1/43      3,990,000 $  4,569,388
Series C 4.00% 3/1/47      1,065,000      973,080
Colorado Educational & Cultural Facilities Authority
Revenue
     
(Ascent Classical Academy Charter Schools)
Series A 144A 5.80% 4/1/54  #
   1,000,000      985,530
(Aspen View Academy Project)      
 4.00% 5/1/51        500,000      411,305
 4.00% 5/1/61      1,250,000      975,550
(Charter School - Aspen Ridge School Project)      
Series A 144A 5.00% 7/1/36  #      500,000      500,165
Series A 144A 5.25% 7/1/46  #    1,350,000    1,350,027
(Charter School Project)
 5.00% 7/15/37  
   1,150,000    1,151,334
(Community Leadership Academy, Inc. Second Campus Project)
 7.45% 8/1/48  
   1,000,000    1,000,780
(Global Village Academy - Northglenn Project)      
144A 5.00% 12/1/50  #      950,000      867,293
144A 5.00% 12/1/55  #    1,000,000      889,200
(Golden View Classical Academy Project)
 4.00% 1/1/52  
   1,115,000      920,812
(Littleton Preparatory Charter School Project)      
 5.00% 12/1/33        355,000      355,177
 5.00% 12/1/42        540,000      538,947
(Loveland Classical Schools Project)      
144A 5.00% 7/1/36  #    1,750,000    1,750,910
144A 5.00% 7/1/46  #      500,000      491,860
(Pinnacle Charter School Project)
 5.00% 7/1/26  
     245,000      245,000
(Science Technology Engineering and Math School Project)      
 5.00% 11/1/44        890,000      880,958
 5.00% 11/1/54      1,500,000    1,413,780
(University of Denver Project)      
Series A 4.00% 3/1/35        400,000      400,488
Series A 4.00% 3/1/36        550,000      550,313
NQ- V8 [0526] 0726 (5720453)    1

 

Schedule of investments
Nomura Tax-Free Colorado Fund 
    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Education Revenue Bonds (continued)
Colorado Educational & Cultural Facilities Authority
Revenue
     
(University of Lab Charter School)
144A 5.00% 12/15/45  #
   1,500,000 $  1,470,810
(Vail Mountain School Project)
 5.00% 5/1/31  
   1,000,000    1,000,740
Colorado School of Mines Revenue      
Series A 4.00% 12/1/49      1,500,000    1,350,615
Series A 5.00% 12/1/54      1,000,000    1,033,010
Colorado State University Research Foundation Revenue      
(The Prospect Project)
Series A 144A 5.50% 3/1/65  #
   1,700,000   1,677,118
   27,754,190
Electric Revenue Bonds — 6.41%
Colorado Springs, Colorado Utilities System Revenue      
Series A 4.00% 11/15/50      2,035,000    1,874,357
Series A 5.25% 11/15/55      7,500,000    8,030,400
Guam Power Authority Revenue      
(Tax-Exempt Forward Delivery)
Series A 5.00% 10/1/35  
   1,640,000    1,753,849
Puerto Rico Electric Power Authority Revenue      
Series A 5.05% 7/1/42  ‡      170,000      125,163
Series AAA 5.25% 7/1/26  ‡       95,000       69,825
Series CCC 5.25% 7/1/27  ‡      705,000      519,056
Series WW 5.00% 7/1/28  ‡      660,000      485,925
Series WW 5.25% 7/1/33  ‡      210,000      154,613
Series WW 5.50% 7/1/26  ‡      820,000      602,700
Series XX 4.75% 7/1/26  ‡      105,000       77,306
Series XX 5.25% 7/1/40  ‡    1,840,000    1,354,700
Series XX 5.75% 7/1/36  ‡      365,000      268,731
Series ZZ 4.75% 7/1/27  ‡       85,000       62,581
Series ZZ 5.00% 7/1/26  ‡      620,000      455,700
Series ZZ 5.25% 7/1/26  ‡      140,000     102,900
   15,937,806
Healthcare Revenue Bonds — 20.88%
Colorado Health Facilities Authority Revenue      
Series A 5.25% 5/15/48      1,000,000    1,024,590
(Aberdeen Ridge)
Series A 5.00% 5/15/58  
   1,500,000    1,080,150
(AdventHealth Obligated Group)      
Series A 3.00% 11/15/51      6,325,000    4,576,327
2    NQ- V8 [0526] 0726 (5720453)

 

    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Healthcare Revenue Bonds (continued)
Colorado Health Facilities Authority Revenue      
(AdventHealth Obligated Group)
Series A 4.00% 11/15/43      2,290,000 $  2,208,155
Series A 4.00% 11/15/50      6,015,000    5,334,042
(American Baptist)      
 7.625% 8/1/33  ‡      150,000      107,181
 8.00% 8/1/43  ‡    1,000,000      633,220
(Bethesda Project)
Series A-1 5.00% 9/15/48  
   2,250,000    2,219,580
(Cappella of Grand Junction Project)
144A 5.00% 12/1/54  #
   2,220,000    1,620,600
(CommonSpirit Health)      
Series A 5.00% 12/1/39      1,500,000    1,609,980
Series A 5.25% 12/1/54      2,000,000    2,070,760
Series A-1 4.00% 8/1/37      1,130,000    1,131,051
Series A-1 4.00% 8/1/38        120,000      119,422
Series A-2 4.00% 8/1/49 (BAM)     3,670,000    3,288,173
Series A-2 5.00% 8/1/37      1,500,000    1,556,550
(Covenant Living Communities and Services)      
Series A 4.00% 12/1/40      1,250,000    1,225,875
Series A 5.125% 12/1/55      2,000,000    1,977,420
(Craig Hospital Project)      
Series A 5.00% 12/1/47      1,830,000    1,875,860
Series A 5.50% 12/1/55      3,000,000    3,142,950
(Frasier Project)
Series A 4.00% 5/15/48  
   1,000,000      874,020
(Intermountain Health)
Series A 5.00% 5/15/54  
   1,000,000    1,019,710
(Intermountain Healthcare)      
Series A 5.00% 5/15/47      1,380,000    1,427,610
Series A 5.00% 5/15/52      1,195,000    1,222,616
(Sanford)
Series A 5.00% 11/1/44  
   3,410,000    3,486,316
(SCL Health System)
Series A 4.00% 1/1/37  
   3,470,000    3,502,965
(Sunny Vista Living Center)
Series A 144A 6.25% 12/1/50  #
     935,000      653,079
(Vail Valley Medical Center Project)
 5.00% 1/15/35  
   1,000,000    1,001,260
(Valley View Hospital Association Project)
Series A 4.00% 5/15/35  
     685,000      687,356
NQ- V8 [0526] 0726 (5720453)    3

 

Schedule of investments
Nomura Tax-Free Colorado Fund 
    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Healthcare Revenue Bonds (continued)
Denver, Colorado Health & Hospital Authority Revenue      
Series A 4.00% 12/1/39      1,000,000 $    937,920
Series A 4.00% 12/1/40        250,000      232,030
Puerto Rico Industrial, Tourist, Educational, Medical &
Environmental Control Facilities Financing Authority Revenue
     
(Hospital Auxilio Mutuo Obligated Group Project)
 4.00% 7/1/39  
      75,000      70,300
   51,917,068
Housing Revenue Bonds — 1.72%
Colorado Housing and Finance Authority Revenue      
Multi-Family      
Series A-1 4.80% 10/1/59      1,000,000    1,002,930
Series C-1 4.70% 10/1/59        750,000      746,865
Denver City & County, Colorado Housing Authority
Revenue
     
(Flo Senior Apartments Project)
Series A 4.50% 7/1/41  
   2,500,000   2,518,375
    4,268,170
Industrial Development Revenue/Pollution ControlRevenue Bonds — 6.37%
Children's Trust Fund, Commonwealth of Puerto Rico
Revenue
     
(Tobacco Settlement Asset-Backed)
Series A 8.869% 5/15/57  ^
  53,760,000    2,484,787
City & County of Denver, Colorado Special Facilities
Airport Revenue
     
(United Airlines, Inc. Project)
 5.00% 10/1/32 (AMT) 
     215,000      215,194
Colorado Regional Transportation District Revenue      
(Denver Transit Partners Eagle P3 Project)      
Series A 3.00% 7/15/37      1,025,000      922,356
Series A 4.00% 7/15/34      1,100,000    1,111,814
Series A 4.00% 7/15/38        700,000      692,986
Series A 4.00% 7/15/39      1,500,000    1,473,330
Series A 4.00% 7/15/40      2,815,000    2,723,794
Series A 5.00% 7/15/32      1,045,000    1,113,615
Public Authority for Colorado Energy Natural Gas
Revenue
     
 6.50% 11/15/38      4,250,000   5,108,075
   15,845,951
4    NQ- V8 [0526] 0726 (5720453)

 

    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Lease Revenue Bonds — 3.70%
Adams & Arapahoe Counties, Colorado Joint School
District No. 28J Aurora
     
 5.50% 12/1/54 (BAM)     1,000,000 $  1,065,410
Colorado Higher Education Lease Purchase Financing
Program Revenue
     
 4.00% 9/1/41      1,000,000    1,001,160
Colorado State Department of Transportation Certificates
of Participation Revenue
     
 5.00% 6/15/34        660,000      660,561
 5.00% 6/15/36      1,055,000    1,055,897
Denver, Colorado Health & Hospital Authority Revenue      
(550 Acoma, Inc.)
 4.00% 12/1/38  
     750,000      711,525
State of Colorado Revenue      
 4.00% 3/15/37      1,500,000    1,510,635
Town of Vail, Colorado Revenue      
 5.50% 12/1/64      3,000,000   3,196,080
    9,201,268
Local General Obligation Bonds — 11.81%
Adams & Arapahoe Counties, Colorado Joint School
District No. 28J Aurora
     
 5.50% 12/1/45      2,725,000    3,070,884
 5.50% 12/1/46      3,385,000    3,780,063
Adams & Weld Counties, Colorado School District
No. 27J Brighton
     
 4.00% 12/1/46      1,370,000    1,331,517
Adams County, Colorado School District No. 14      
 5.50% 12/1/36        750,000      880,597
 5.50% 12/1/37        735,000      856,393
 5.50% 12/1/38        765,000      885,640
Arapahoe County, Colorado Cherry Creek School District
No. 5
     
 5.25% 12/15/41      1,500,000    1,699,065
 5.25% 12/15/48      4,000,000    4,372,680
Avon, Colorado Metropolitan District      
Series A 5.75% 12/1/55      1,800,000    1,827,756
Beacon Point, Colorado Metropolitan District      
 5.00% 12/1/30 (AG)     1,130,000    1,131,571
City & County of Broomfield, Colorado Baseline
Metropolitan District No. 1
     
Series A 4.00% 12/1/46 (AG)       500,000      480,990
NQ- V8 [0526] 0726 (5720453)    5

 

Schedule of investments
Nomura Tax-Free Colorado Fund 
    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Local General Obligation Bonds (continued)
City of Castle Pines, Douglas County, Colorado Canyons
Metropolitan District No. 5
     
Series A 5.25% 12/1/59 (BAM)     2,000,000 $  2,061,560
El Paso County, Colorado School District No. 2 Harrison      
 5.00% 12/1/38      1,000,000    1,042,240
Grand River, Colorado Hospital District      
 5.25% 12/1/35 (AG)     1,000,000    1,037,550
La Plata County, Colorado Durango School District
No. 9-R
     
Series R 5.25% 11/1/49      1,000,000    1,065,100
Prairie Center Metropolitan, Colorado District No. 3
Revenue
     
Series B 5.875% 12/15/46      1,000,000    1,058,180
Verve, Colorado Metropolitan District No. 1      
 5.00% 12/1/51      2,000,000    1,780,600
Weld County, Colorado School District No. Re-1      
 5.00% 12/15/31 (AG)     1,000,000   1,010,050
   29,372,436
Pre-Refunded Bond — 0.74%
Colorado Health Facilities Authority Revenue      
(Parkview Medical Center, Inc. Project)
Series A 4.00% 9/1/50-30  §
   1,750,000   1,848,805
    1,848,805
Special Tax Revenue Bonds — 18.70%
Aerotropolis Regional Transportation Authority Revenue      
144A 5.50% 12/1/44  #    1,500,000    1,551,030
Arapahoe County, Colorado Riverpark Metropolitan
District Revenue
     
 6.00% 12/1/42        745,000      770,330
 6.375% 12/1/54      1,250,000    1,281,563
City & County of Denver, Colorado Dedicated Excise Tax
Revenue
     
Series A 4.00% 8/1/51      1,000,000      920,960
City of Grand Junction, Colorado General Fund Revenue      
 5.00% 3/1/49      2,570,000    2,684,185
City of Loveland, Colorado Centerra South Metropolitan
District No. 1 Revenue
     
Series A 144A 6.25% 12/1/55  #    1,000,000    1,013,320
6    NQ- V8 [0526] 0726 (5720453)

 

    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Special Tax Revenue Bonds (continued)
Colorado Regional Transportation District Sales Tax
Revenue
     
(FasTracks Project)
Series A 5.00% 11/1/31  
   1,495,000 $  1,509,023
Commonwealth of Puerto Rico Revenue      
 3.367% 11/1/43  •    3,863,292    2,670,501
(Subordinate)
 3.799% 11/1/51  •
   1,185,249      748,188
Denver, Colorado Convention Center Hotel Authority
Revenue
     
 5.00% 12/1/40      2,660,000    2,665,533
Fountain, Colorado Urban Renewal Authority, Colorado
Revenue
     
(South Academy Highlands Project)
Series A 5.50% 11/1/44  
   1,375,000    1,374,876
GDB Debt Recovery Authority of Puerto Rico Revenue      
(Taxable)
 7.50% 8/20/40  
   5,810,508    5,701,735
Matching Fund Special Purpose Securitization, Virgin
Islands Revenue
     
Series A 5.00% 10/1/32        450,000      479,543
Plaza Metropolitan District, Colorado No. 1 Revenue      
144A 5.00% 12/1/40  #    1,265,000    1,265,595
Prairie Center Metropolitan, Colorado District No. 3
Revenue
     
Series A 144A 5.00% 12/15/41  #    1,000,000    1,001,690
Prairie Point Community Authority Board Special
Improvement District No. 1 Revenue
     
(In the City of Aurora, Arapahoe County, Colorado)
 5.75% 12/1/45  
   1,000,000    1,020,510
Puerto Rico Sales Tax Financing Revenue      
(Capital Appreciation - Restructured)
Series A-1 5.70% 7/1/46  ^
  12,621,000    4,606,791
(Restructured)      
Series A-1 4.75% 7/1/53      1,855,000    1,787,033
Series A-1 5.00% 7/1/58      5,041,000    4,981,466
Series A-1 6.37% 7/1/51  ^   14,280,000    3,835,179
Series A-2 4.536% 7/1/53      3,000,000    2,799,600
Southlands Metropolitan, Colorado District No.
1 Revenue
     
Series A-1 5.00% 12/1/37        500,000      503,410
Series A-1 5.00% 12/1/47        300,000      300,126
NQ- V8 [0526] 0726 (5720453)    7

 

Schedule of investments
Nomura Tax-Free Colorado Fund 
    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Special Tax Revenue Bonds (continued)
Sterling Ranch, Colorado Community Authority Board
Revenue
     
(Senior)
Series A 6.50% 12/1/54  
   1,000,000 $  1,038,430
   46,510,617
State General Obligation Bonds — 0.87%
Commonwealth of Puerto Rico Revenue      
(Restructured)      
Series A-1 4.00% 7/1/41      1,422,839    1,356,094
Series A-1 4.00% 7/1/46        900,000     798,219
    2,154,313
Transportation Revenue Bonds — 7.11%
City & County of Denver, Colorado Airport System
Revenue
     
Series A 4.00% 11/15/41 (AMT)       710,000      696,425
Series A 4.00% 12/1/48 (AMT)     4,845,000    4,377,506
Series A 5.00% 11/15/30 (AMT)       500,000      514,110
Series A 5.00% 11/15/47 (AMT)     1,000,000    1,024,330
Series A 5.25% 12/1/43 (AMT)     2,000,000    2,052,800
Colorado Bridge & Tunnel Enterprise Revenue      
(Senior Infrastructure)      
Series A 5.25% 12/1/54 (AG)       500,000      525,380
Series A 5.50% 12/1/54 (AG)     2,000,000    2,137,940
Colorado High Performance Transportation Enterprise
Revenue
     
(C-470 Express Lanes)      
 5.00% 12/31/51      2,990,000    2,977,412
 5.00% 12/31/56      1,250,000    1,233,613
(US 36 & I-25 Managed Lanes)
 5.75% 1/1/44 (AMT) 
   2,140,000   2,141,626
   17,681,142
Water & Sewer Revenue Bonds — 8.21%
Arapahoe County of Colorado Water & Wastewater
Authority Revenue
     
 4.00% 12/1/36      3,000,000    3,056,370
City & County of Denver, Colorado Board of Water
Commissioners Revenue
     
Series A 5.00% 9/15/54      1,900,000    1,978,166
City of Aurora, Colorado First Lien Water Revenue      
 5.00% 8/1/54      1,495,000    1,550,719
8    NQ- V8 [0526] 0726 (5720453)

 

    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Water & Sewer Revenue Bonds (continued)
City of Brighton, Colorado Water Activity Revenue      
(Water System Project)
 4.25% 6/1/55  
   1,000,000 $    958,120
City of Westminster, Colorado Water & Wastewater Utility
Revenue
     
 5.00% 12/1/54      3,185,000    3,313,801
Douglas County, Colorado Centennial Water & Sanitation
District Revenue
     
 4.00% 12/1/38        500,000      505,845
Guam Government Waterworks Authority Revenue      
Series A 5.00% 7/1/43        750,000      785,602
Johnstown, Colorado Wastewater Revenue      
 4.00% 12/1/51 (AG)     2,875,000    2,598,454
Metro Wastewater Reclamation District, Colorado
Revenue
     
Series A 3.00% 4/1/38      1,620,000    1,493,381
Metro Water Recovery, Colorado Revenue      
Series A 5.00% 4/1/51      2,000,000    2,114,620
Town of Gypsum, Colorado Sewer Enterprise Revenue      
 5.00% 12/1/54 (AG)     2,000,000   2,055,200
   20,410,278
Total Municipal Bonds (cost $246,333,582) 242,902,044
Short-Term Investments — 0.68%
Variable Rate Demand Note — 0.68%
University of Colorado Hospital Authority      
1.90% 11/15/39
(SPA - TD Bank, N.A.)¤
   1,700,000   1,700,000
Total Short-Term Investments (cost $1,700,000)   1,700,000
Total Value of Securities—98.36%
(cost $248,033,582)
    244,602,044
Receivables and Other Assets Net of Liabilities—1.64%       4,066,717
Net Assets Applicable to 24,015,974 Shares Outstanding—100.00%     $248,668,761
° Principal amount shown is stated in USD unless noted that the security is denominated in another currency.
# Security exempt from registration under Rule 144A of the Securities Act of 1933, as amended. At May 31, 2026, the aggregate value of Rule 144A securities was $17,088,227, which represents 6.87% of the Fund’s net assets.
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Schedule of investments
Nomura Tax-Free Colorado Fund 
Security is currently in default.
^ Zero-coupon security. The rate shown is the effective yield at the time of purchase.
§ Pre-refunded bonds. Municipal bonds that are generally backed or secured by US Treasury bonds. For pre-refunded bonds, the stated maturity is followed by the year in which the bond will be pre-refunded.
Variable rate investment. Rates reset periodically. Rate shown reflects the rate in effect at May 31, 2026. For securities based on a published reference rate and spread, the reference rate and spread are indicated in their descriptions. The reference rate descriptions (i.e. SOFR01M, SOFR03M, etc.) used in this report are identical for different securities, but the underlying reference rates may differ due to the timing of the reset period. Certain variable rate securities are not based on a published reference rate and spread but are determined by the issuer or agent and are based on current market conditions, or for mortgage-backed securities, are impacted by the individual mortgages which are paying off over time. These securities do not indicate a reference rate and spread in their descriptions.
¤ Tax-exempt obligations that contain a floating or variable interest rate adjustment formula and an unconditional right of demand to receive payment of the unpaid principal balance plus accrued interest upon a short notice period (generally up to 30 days) prior to specified dates either from the issuer or by drawing on a bank letter of credit, a guarantee, or insurance issued with respect to such instrument. Each rate shown is as of May 31, 2026.
Summary of abbreviations:
AG – Insured by Assured Guaranty Inc.
AMT – Subject to Alternative Minimum Tax
BAM – Insured by Build America Mutual Assurance
N.A. – National Association
SOFR01M – Secured Overnight Financing Rate 1 Month
SOFR03M – Secured Overnight Financing Rate 3 Month
SPA – Stand-by Purchase Agreement
USD – US Dollar
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