Schedule of investments
Nomura Tax-Free USA Fund May 31, 2026 (Unaudited)
    Principal
amount°
Value (US $)
Municipal Bonds — 97.59%
Education Revenue Bonds — 12.82%
Arizona Industrial Development Authority Revenue      
(ACCEL Schools Project)
Series A 144A 5.25% 8/1/48  #
      350,000 $      304,636
(American Charter Schools Foundation Project)      
144A 6.00% 7/1/37  #       225,000        229,405
144A 6.00% 7/1/47  #       400,000        404,104
(Doral Academy of Nevada - Fire Mesa and Red Rock Campus Projects)
Series A 5.00% 7/15/49  
      375,000        344,145
(Empower College Prep Project)
144A 6.00% 7/1/49  #
      500,000        501,295
(Great Hearts Arizona Projects)      
Series A 2.25% 7/1/46       2,295,000      1,502,995
Series A 2.375% 7/1/52       1,295,000        771,419
(KIPP NYC Public Charter Schools - Macombs Facility Project)
Series A 4.00% 7/1/61  
    1,830,000      1,425,186
(Leman Academy Of Excellence of Projects)
Series A 4.50% 7/1/54  
    3,560,000      2,944,512
(Odyssey Preparatory Academy Project)
Series A 144A 5.50% 7/1/52  #
      375,000        355,710
(Social Bonds - Equitable School)
Series A 4.00% 11/1/50  
    1,600,000      1,437,632
Board of Regents of the University of Texas System
Revenue
     
Series A 5.00% 8/15/42       1,000,000      1,120,680
Series A 5.00% 8/15/50       3,100,000      3,412,821
Build NYC, New York Resource Revenue      
(East Harlem Scholars Academy Charter School Project)
144A 5.75% 6/1/62  #
    1,250,000      1,205,063
(KIPP NYC Public School Facilities - Canal West Project)
 5.25% 7/1/57  
    2,000,000      2,018,060
California Community College Financing Authority
Student Housing Revenue
     
(Napa Valley College Project)
Series A 144A 5.75% 7/1/60  #
    5,000,000      3,426,750
California Educational Facilities Authority Revenue      
(Stanford University)      
Series U-7 5.00% 6/1/46       2,055,000      2,385,526
Series V-1 5.00% 5/1/49      16,065,000     18,249,358
NQ- 011 [0526] 0726 (5720453)    1

 

Schedule of investments
Nomura Tax-Free USA Fund 
    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Education Revenue Bonds (continued)
California Educational Facilities Authority Revenue      
(Stanford University)
Series V-2 5.00% 4/1/51       1,000,000 $    1,124,370
California Enterprise Development Authority Revenue      
(Heights Christian Schools Project)
Series A 144A 6.375% 6/1/63  #
    4,110,000      3,958,053
California School Finance Authority Revenue      
(Envision Education – Obligated Group)
Series A 144A 5.00% 6/1/44  #
      750,000        733,755
(Fortune School Of Education Obligated Group)
Series A 144A 5.00% 6/1/44  #
    1,175,000      1,123,159
Camden County, New Jersey Improvement Authority
Revenue
     
(KIPP Cooper Norcross Academy - 2022 Project)
 6.00% 6/15/62  
    1,325,000      1,361,689
Capital Trust Student Housing, Florida Revenue      
(University Bridge, LLC Student Housing Project)
Series A 144A 5.25% 12/1/58  #
    3,000,000      2,824,590
Chicago, Illinois Board of Education Dedicated Capital
Improvement Tax Revenue
     
 5.75% 4/1/48       1,850,000      1,936,154
 5.75% 4/1/48 (BAM)      2,000,000      2,129,000
DeKalb County, Georgia Development Authority
Revenue
     
(The Globe Academy, INC. Project)
Series A 5.00% 6/1/63  
    1,315,000      1,206,736
Delaware State Economic Development Authority
Revenue
     
(Academia Antonia Alonso Charter School Project)
144A 5.75% 7/1/45  #
    2,270,000      2,329,610
Florida Development Finance Revenue      
(Mater Academy Project)
Series A 4.00% 6/15/42  
      500,000        463,335
Florida, Capital Projects Finance Authority Revenue      
(Navigator Academy of Leadership Obligated Group Project)
144A 5.00% 6/15/64  #
    2,835,000      2,529,954
Illinois Finance Authority Revenue      
(Rogers Park Montessori School Project)
144A 6.25% 8/1/45  #
    1,490,000      1,561,714
2    NQ- 011 [0526] 0726 (5720453)

 

    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Education Revenue Bonds (continued)
Indiana Finance Authority Revenue      
(CHF - Tippecanoe, LLC - Student Housing Project)      
Series A 5.00% 6/1/53       2,500,000 $    2,421,850
Series A 5.125% 6/1/58       4,000,000      3,895,880
Knox County, Tennessee Health, Educational &
Housing Facility Board Revenue
     
(University of Tennessee Project)
Series A-1 5.00% 7/1/64 (BAM) 
    3,000,000      3,041,880
Maricopa County, Arizona Industrial Development
Authority Revenue
     
(Arizona Autism Charter Schools Project)
Series A 144A 5.00% 7/1/40  #
      250,000        251,150
(Choice Academies, Inc. Project)
144A 5.75% 9/1/45  #
    3,575,000      3,517,407
(Reid Traditional Schools Projects)
 5.00% 7/1/47  
    2,035,000      1,899,184
(Social Bonds-Arizona Autism Charter Schools Project)
Series A 144A 4.00% 7/1/61  #
      800,000        597,032
Massachusetts Development Finance Agency
Revenue
     
Series B 4.00% 2/15/36       2,500,000      2,705,050
(Harvard University)
Series A 5.00% 7/15/40  
    5,000,000      5,892,200
Miami-Dade County, Florida Educational Facilities
Authority Revenue
     
(Academir Charter Schools Project)
Series A 144A 5.50% 7/1/61  #
      750,000        690,743
New Hampshire, Business Finance Authority
Revenue
     
(Abilene Christian University Energy Projects)
Series A 5.25% 11/1/54  
    5,000,000      5,070,050
New York State Riverhead Industrial Development
Agency Economic Job Development Revenue
     
(Riverhead Charter School Project)
 5.25% 8/1/44  
    1,850,000      1,910,292
Palm Beach County, Florida Revenue Bonds      
(Provident Group – PBAU Properties II LLC - Palm Beach Atlantic University Project)
Senior Series A 144A 5.50% 10/1/45  #
    3,700,000      3,858,730
Pennsylvania State University Revenue      
Series A 5.50% 9/1/55       4,000,000      4,334,160
NQ- 011 [0526] 0726 (5720453)    3

 

Schedule of investments
Nomura Tax-Free USA Fund 
    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Education Revenue Bonds (continued)
Permanent University Fund - University of Texas
System Revenue
     
Series A 5.00% 7/1/39       2,000,000 $    2,343,900
Philadelphia, Pennsylvania Authority for Industrial
Development Revenue
     
(Saint Joseph's University Project)
 5.50% 11/1/60  
    4,745,000      4,911,882
Pima County, Arizona Industrial Development
Authority Education Revenue
     
(Edkey Charter Schools Project)
144A 5.00% 7/1/55  #, ‡
      750,000        600,000
Washington Higher Education Facilities Authority
Revenue
     
(Gonzaga University)
 4.00% 4/1/47  
    5,000,000      4,562,300
Washington State Housing Finance Commission
Revenue
     
(Blakeley and Laurel Villages Portfolio)
Series A 144A 5.25% 7/1/64 (BAM) #
    6,950,000      7,042,504
(Radford Court and Nordheim Court Portfolio)
 5.50% 7/1/49  
    2,000,000      2,031,920
(The Evergreen School Project)
 4.50% 7/1/55  
    2,000,000      1,867,600
Wisconsin Public Finance Authority Revenue      
Series 1 5.75% 7/1/62       5,761,508      5,985,227
(CFP3 – Eastern Michigan University Student Housing Project)      
Series A-1 5.375% 7/1/47 (BAM)      2,775,000      2,910,337
Series A-1 5.50% 7/1/52 (BAM)      4,000,000     4,164,440
    141,827,134
Electric Revenue Bonds — 3.19%
Guam Power Authority Revenue      
Series A 5.00% 10/1/43       2,000,000      2,083,820
Los Angeles, California Department of Water & Power
Revenue
     
Series A 5.00% 7/1/50       1,500,000      1,547,130
Series A 5.00% 7/1/55 (BAM)      1,000,000      1,029,470
New York Utility Debt Securitization Authority
Revenue
     
Series 1 5.00% 12/15/41       2,500,000      2,812,425
Puerto Rico Electric Power Authority Revenue      
Series A 5.00% 7/1/42  ‡     3,665,000      2,698,357
4    NQ- 011 [0526] 0726 (5720453)

 

    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Electric Revenue Bonds (continued)
Puerto Rico Electric Power Authority Revenue      
Series A 5.05% 7/1/42  ‡       155,000 $      114,119
Series A 6.75% 7/1/36  ‡     1,725,000      1,278,656
Series AAA 5.25% 7/1/26  ‡       320,000        235,200
Series CCC 5.25% 7/1/27  ‡     2,005,000      1,476,181
Series TT 5.00% 7/1/32  ‡     2,705,000      1,991,556
Series WW 5.00% 7/1/28  ‡     1,060,000        780,425
Series WW 5.25% 7/1/33  ‡     2,485,000      1,829,581
Series XX 4.75% 7/1/26  ‡       425,000        312,906
Series XX 5.75% 7/1/36  ‡       125,000         92,031
Series ZZ 4.75% 7/1/27  ‡       335,000        246,644
Series ZZ 5.25% 7/1/26  ‡       440,000        323,400
Salt River, Arizona Project Agricultural Improvement &
Power District Electric System Revenue
     
(Salt River Project)      
Series A 5.00% 1/1/47       1,500,000      1,574,940
Series B 5.25% 1/1/53       6,500,000      6,851,975
Series C 5.25% 1/1/55       7,500,000     7,969,500
     35,248,316
Healthcare Revenue Bonds — 12.18%
Alachua County, Florida Health Facilities Authority
Revenue
     
(Oak Hammock at the University of Florida, Inc. Project)
 4.00% 10/1/40  
    1,750,000      1,687,158
Apple Valley, Minnesota Senior Living Revenue      
(Senior Living LLC Project)      
Series B 5.00% 1/1/47       1,815,000        993,713
Series D 7.25% 1/1/52       1,980,000        841,500
Arizona Industrial Development Authority Revenue      
(Great Lakes Senior Living Communities LLC Project First Tier)
Series A2 5.125% 1/1/59  
      145,000        135,390
(Great Lakes Senior Living Communities LLC Project Fourth Tier)
Series D 8.171% 1/1/59  ~
      435,385         59,125
(Great Lakes Senior Living Communities LLC Project Second Tier)
Series B 5.125% 1/1/59  
      438,686        346,141
NQ- 011 [0526] 0726 (5720453)    5

 

Schedule of investments
Nomura Tax-Free USA Fund 
    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Healthcare Revenue Bonds (continued)
Arizona Industrial Development Authority Revenue      
(Great Lakes Senior Living Communities LLC Project Third Tier)
Series C 1.759% 1/1/59  ~
      517,536 $      258,902
(ISF - Ativo Portfolio)
Series A 144A 6.875% 3/1/55  #
    1,900,000      2,000,149
California Health Facilities Financing Authority
Revenue
     
(Cedars-Sinai Health System)      
Series A 3.00% 8/15/51       1,000,000        745,990
Series A 3.00% 8/15/51 (BAM)      4,000,000      3,067,360
(Kaiser Permanente)
Subseries A-2 5.00% 11/1/47  
    5,000,000      5,561,050
California Municipal Finance Authority Revenue      
(Community Medical Centers)
Series A 5.00% 2/1/47  
    2,025,000      2,027,167
City of Phoenix, Arizona Industrial Development
Authority Housing Revenue
     
(Christian Care Surprise, Inc. Project)
Series A 5.25% 12/1/60  
    2,250,000      2,155,207
City of Rochester, Minnesota Health Care Facilities
Revenue
     
(Mayo Clinic)
Series A 5.00% 11/15/45  
    3,000,000      3,253,200
Colorado Health Facilities Authority Revenue      
(CommonSpirit Health)
Series A-2 4.00% 8/1/49 (BAM) 
    5,000,000      4,479,800
(Intermountain Healthcare)
Series A 4.00% 5/15/52  
    3,000,000      2,694,000
Florida Development Finance Revenue      
(Tampa General Hospital Project)
Series A 5.25% 8/1/51  
    1,500,000      1,571,370
Glendale, Arizona Industrial Development Authority
Revenue
     
(Glencroft Retirement Community Project)
 5.25% 11/15/46  
      415,000        383,585
(The Beatitudes Campus Project)
 5.00% 11/15/45  
      200,000        153,360
(The Terraces of Phoenix Project)
Series A 5.00% 7/1/48  
      275,000        255,769
Grand Rapids Economic Development Revenue      
(Beacon Hill at Eastgate Project)
 6.00% 11/1/50  
    1,000,000      1,005,770
6    NQ- 011 [0526] 0726 (5720453)

 

    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Healthcare Revenue Bonds (continued)
Hillsborough County, Florida Industrial Development
Authority Hospital Revenue
     
(Tampa General Hospital Project)
Series A 3.50% 8/1/55  
   13,915,000 $   10,570,530
Illinois Finance Authority Revenue      
(NorthShore - Edward-Elmhurst Health Credit Group)
Series A 5.00% 8/15/51  
    3,775,000      3,796,970
(Springfield Sustainable Energy Partners)
 5.50% 4/1/56  
    1,500,000      1,578,735
(The Admiral at the Lake Project)
 5.25% 5/15/42  
    1,000,000        971,270
Jefferson County, Washington Public Hospital District
No. 2 Revenue
     
(Jefferson Healthcare)
Series A 6.875% 12/1/53  
    3,000,000      3,102,360
Kalispell, Montana Revenue      
(Immanuel Lutheran Corporation Project)
Series A 5.25% 5/15/52  
    1,000,000        908,960
Louisiana Local Government Environmental Facilities
& Community Development Authority Revenue
     
(The Glen Retirement System Project)
Series A 5.00% 1/1/49  
    1,905,000      1,492,891
Massachusetts Development Finance Agency
Revenue
     
(Dana-Farber Cancer Institute Issue)
Series Q 5.50% 12/1/56  
    1,635,000      1,740,474
Metropolitan Government Nashville and Davidson
County, Health & Educational Facilities Board Revenue
     
(Vanderbilt University Medical Center)      
Series B 5.00% 7/1/42       1,105,000      1,200,251
Series B 5.00% 7/1/43       1,100,000      1,186,900
Missouri State, Health and Educational Facilities
Authority Revenue
     
(Mercy Health)
 4.00% 6/1/53  
    5,000,000      4,393,300
Montgomery County, Pennsylvania Higher Education
and Health Authority Revenue
     
(Thomas Jefferson University)
Series B 4.00% 5/1/56  
    4,950,000      4,216,855
NQ- 011 [0526] 0726 (5720453)    7

 

Schedule of investments
Nomura Tax-Free USA Fund 
    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Healthcare Revenue Bonds (continued)
Moon, Pennsylvania Industrial Development Authority
Revenue
     
(Baptist Homes Society)
 6.125% 7/1/50  
    1,895,000 $    1,892,195
New Hope, Texas Cultural Education Facilities
Finance Revenue
     
(Legacy Midtown Park Project)
Series A 5.50% 7/1/54  
    1,725,000      1,521,916
(Sanctuary LTC Project)
Series A-1 5.50% 1/1/57  
    4,000,000      3,788,080
New York State Dormitory Authority Revenue      
(Montefiore Obligated Group)
Series A 3.00% 9/1/50 (AG) 
   12,640,000      8,882,128
Ohio State      
(Cleveland Clinic Health System)
Series A 5.00% 1/1/35  
    2,500,000      2,832,275
Orange County, Florida Health Facilities Authority
Revenue
     
(Orlando Health Obligated Group)
 4.00% 10/1/52  
    6,245,000      5,478,239
Palm Beach County, Health Facilities Authority
Revenue
     
(Lifespace Communities, Inc.)
Series B 5.625% 5/15/61  
      870,000        876,682
Pennsylvania Economic Development Financing
Authority First Mortgage Revenue
     
(Tapestry Moon Senior Housing Project)      
Series A 144A 6.50% 12/1/38  #, ‡     3,285,000        394,200
Series A 144A 6.75% 12/1/53  #, ‡     3,765,000        451,800
Pennsylvania Economic Development Financing
Authority Revenue
     
(University of Pittsburgh Medical Center)
Series A 4.00% 11/15/42  
    3,300,000      3,142,524
Pennsylvania Higher Educational Facilities Authority
Revenue
     
(University of Pennsylvania Health System)
 5.50% 8/15/55  
    5,000,000      5,369,100
Rhode Island Health and Educational Building
Revenue
     
(Lifespan Obligated Group)
 5.25% 5/15/49  
      950,000        990,679
8    NQ- 011 [0526] 0726 (5720453)

 

    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Healthcare Revenue Bonds (continued)
Seminole County, Florida Industrial Development
Authority Revenue
     
(Legacy Pointe at UCF Project)
Series A 5.50% 11/15/49  
    3,805,000 $    3,530,774
Tempe, Arizona Industrial Development Authority
Revenue
     
(Mirabella at ASU Project)
Series A 144A 6.125% 10/1/52  #
    2,195,000      1,702,310
Virginia Small Business Financing Authority Revenue      
(LifeSpire of Virginia)      
 4.00% 12/1/41       2,500,000      2,460,575
 4.00% 12/1/51       3,000,000      2,559,630
Washington State Housing Finance Commission
Revenue
     
(Josephine Caring Community Project)
Series A 144A 6.375% 7/1/60  #
    2,000,000      2,019,100
West Virginia Hospital Finance Authority Revenue      
(West Virginia University Health System Obligated Group)      
Series A 5.00% 6/1/53       2,000,000      2,027,900
Series A 5.50% 6/1/50       2,115,000      2,243,846
Westchester County, New York Local Development
Revenue
     
(Purchase Senior Learning Community, Inc. Project)
Series A 144A 5.00% 7/1/46  #
    2,500,000      2,428,875
(Westchester Medical Center Obligated Group Project)      
 5.00% 11/1/51 (AG)      1,250,000      1,266,237
 5.75% 11/1/53 (AG)      2,500,000      2,666,350
Wisconsin Public Finance Authority Revenue      
(Kahala Nui Project)      
 5.25% 11/15/55       1,750,000      1,782,602
 5.25% 11/15/61       3,500,000      3,546,480
Yavapai County, Arizona Industrial Development
Authority Hospital Revenue
     
(Yavapai Regional Medical Center)
 3.125% 8/1/43  
    1,250,000      1,072,088
NQ- 011 [0526] 0726 (5720453)    9

 

Schedule of investments
Nomura Tax-Free USA Fund 
    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Healthcare Revenue Bonds (continued)
Yuma, Arizona Industrial Development Authority
Hospital Revenue
     
(Yuma Regional Medical Center)
Series A 5.25% 8/1/49  
    1,000,000 $    1,044,020
    134,805,807
Housing Revenue Bonds — 2.21%
California CSCDA Community Improvement Authority
Essential Housing Revenue
     
(Pasadena Portfolio)
Series A-2 144A 3.00% 12/1/56  #
    1,300,000        928,096
Connecticut Housing Finance Authority Revenue      
(Housing Mortgage Finance Program)
Series D 5.35% 11/15/48  
    3,000,000      3,109,350
Illinois Housing Development Authority Revenue      
Series K 5.25% 10/1/43 (GNMA) (FNMA) (FHLMC)      4,000,000      4,234,040
Nebraska Investment Finance Authority Single Family
Housing Revenue
     
Series G 5.40% 9/1/53 (GNMA) (FNMA) (FHLMC)      5,000,000      5,124,700
Pennsylvania Housing Finance Agency Single Family
Mortgage Revenue
     
(Social Bonds)      
Series 142A 5.00% 10/1/50       2,000,000      2,014,400
Series 143A 5.45% 4/1/51       3,000,000      3,094,020
Series 146A 4.75% 4/1/53       5,000,000      5,001,200
Washington State Housing Finance Commission
Revenue
     
Series 1N 4.70% 12/1/49 (GNMA) (FNMA) (FHLMC)      1,000,000     1,001,940
     24,507,746
Industrial Development Revenue/Pollution ControlRevenue Bonds — 14.18%
Arizona Industrial Development Authority Revenue      
(Legacy Cares, Inc. Project)      
Series A 144A 6.00% 7/1/51  #, ‡       450,000             45
Series A 144A 7.75% 7/1/50  #, ‡     6,685,000            669
Arkansas Development Finance Authority Revenue      
(Hybar Steel Project)      
Series A 144A 6.875% 7/1/48 (AMT) #     6,500,000      6,995,430
Series B 144A 7.375% 7/1/48 (AMT) #     5,000,000      5,419,350
10    NQ- 011 [0526] 0726 (5720453)

 

    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Industrial Development Revenue/Pollution ControlRevenue Bonds (continued)
Black Belt, Alabama Energy Gas District Revenue      
(Gas Project)      
Series A 5.25% 5/1/55  •     1,250,000 $    1,299,775
Series B 5.00% 10/1/55  •     3,440,000      3,632,193
Series E 5.00% 7/1/33       3,415,000      3,602,073
Buckeye, Ohio Tobacco Settlement Financing
Authority Revenue
     
(Senior)      
Series A-2 Class 1 3.00% 6/1/48       5,000,000      3,558,350
Series A-2 Class 1 4.00% 6/1/48       5,000,000      4,364,000
California Community Choice Financing Authority
Revenue
     
(Clean Energy Project)      
Series A-1 5.00% 4/1/56  •     2,450,000      2,647,617
Series B 5.00% 1/1/55  •     2,000,000      2,059,180
Series G 5.00% 11/1/55  •     2,500,000      2,571,875
California Infrastructure & Economic Development
Bank Revenue
     
(Brightline West Passenger Rail Project)
Series B 144A 12.00% 1/1/65 (AMT) #, •
    7,925,000      4,438,000
Central Plains, Nebraska Energy Project Revenue      
(Project No. 3)
Series A 5.00% 9/1/34  
    2,000,000      2,105,640
Chandler, Arizona Industrial Development Authority
Revenue
     
(Intel Corporation Project)
Second Subseries 5.00% 9/1/52 (AMT) •
    3,750,000      3,796,387
Children's Trust Fund, Commonwealth of Puerto Rico
Revenue
     
(Tobacco Settlement Asset-Backed)
Series A 9.175% 5/15/57  ^
   28,335,000      1,309,644
City of Valparaiso, Indiana Exempt Facilities
Refunding Revenue
     
(Pratt Paper (IN), LLC Project)
144A 4.875% 1/1/44 (AMT) #
    1,500,000      1,533,150
Colorado Regional Transportation District Revenue      
(Denver Transit Partners Eagle P3 Project)
Series A 4.00% 7/15/39  
       40,000         39,289
Erie County, New York Tobacco Asset Securitization
Revenue
     
(Capital Appreciation-Asset-Backed)
Series A 144A 1.654% 6/1/60  #, ^
   96,800,000      2,588,432
NQ- 011 [0526] 0726 (5720453)    11

 

Schedule of investments
Nomura Tax-Free USA Fund 
    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Industrial Development Revenue/Pollution ControlRevenue Bonds (continued)
Finance Authority of Maine Revenue      
(TimberHP Madison, LLC Project)
 8.50% 6/1/35 (AMT) 
    2,920,015 $    1,517,035
Florida Development Finance Revenue      
(Brightline Florida Passenger Rail Project)      
 5.25% 7/1/53 (AG) (AMT)     10,000,000      9,932,100
 5.50% 7/1/53 (AMT)      5,000,000      3,550,000
George L Smith II World Congress Center, Georgia
Authority Revenue
     
(Convention Center Hotel First Tier)
Series A 4.00% 1/1/54  
   13,400,000     11,241,662
Indiana Finance Authority Exempt Facility Revenue      
(Polyflow Indiana Project - Green Bonds)
144A 7.00% 3/1/39 (AMT) #, ‡
    2,480,000            248
Inland, California Empire Tobacco Securitization
Revenue
     
(Capital Appreciation Turbo Asset-Backed)      
Series E 144A 8.656% 6/1/57  #, ^   122,985,000      7,831,685
Series F 144A 1.418% 6/1/57  #, ^    84,485,000      4,335,770
Lower Alabama Gas District Revenue      
Series A 5.00% 9/1/34       2,000,000      2,105,640
Main Street Natural Gas Project, Georgia Revenue      
Series C 5.00% 12/1/54  •     2,000,000      2,112,380
Maricopa County, Arizona Industrial Development
Authority Revenue
     
(Commercial Metals Company Project)
144A 4.00% 10/15/47 (AMT) #
      500,000        436,555
Mobile County, Alabama Industrial Development
Authority Solid Waste Disposal Revenue
     
(AM/NS Calvert LLC Project)      
Series A 5.00% 6/1/54 (AMT)      2,500,000      2,441,975
Series B 4.75% 12/1/54 (AMT)      2,000,000      1,885,700
M-S-R Energy Authority, California Gas Revenue      
Series A 6.125% 11/1/29         940,000        989,773
New York Counties, New York Tobacco Trust V
Pass-Through Revenue
     
(Capital Appreciation Turbo Asset-Backed)
Series S4B 144A 8.105% 6/1/60  #, ♦, ^
  393,200,000     16,958,716
Puerto Rico Industrial Development Revenue      
 7.00% 1/1/54  •     2,500,000      2,396,875
12    NQ- 011 [0526] 0726 (5720453)

 

    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Industrial Development Revenue/Pollution ControlRevenue Bonds (continued)
Salt Verde, Arizona Financial Senior Gas Revenue      
 5.00% 12/1/37       4,025,000 $    4,248,750
Savannah, Georgia Convention Center Authority
Revenue
     
(Convention Center Hotel - First Tier Bonds)
Series A 5.25% 6/1/61  
    3,000,000      2,988,240
Southeast Energy Authority A Cooperative District,
Alabama Revenue
     
Series A 5.00% 1/1/56  •     3,000,000      3,068,820
(Project No. 2)
Series B 4.00% 12/1/51  •
    5,000,000      5,059,350
Suffolk Regional Off-Track Betting, New York
Revenue
     
 5.75% 12/1/44       1,000,000      1,029,260
 6.00% 12/1/53       4,000,000      4,090,880
Texas Municipal Gas Acquisition & Supply Revenue      
 5.00% 1/1/55  •     2,500,000      2,675,025
Series 2025 5.00% 1/1/36       4,000,000      4,274,760
Tobacco Securitization Authority of Southern
California Revenue
     
(Capital Appreciation - Second Subordinate Lien)
Series C 7.322% 6/1/46  ^
   15,440,000      2,665,099
(Capital Appreciation - Third Subordinate Lien)
Series D 7.576% 6/1/46  ^
    2,255,000        341,046
Tuscaloosa County, Alabama Industrial Development
Authority Revenue
     
(Hunt Refining Project)
Series A 144A 5.25% 5/1/44  #
    4,595,874      4,661,825
Wisconsin Public Finance Authority Revenue      
(Senior Lien - Grand Hyatt San Antonio Hotel Acquisition Project)
Series A 5.00% 2/1/62  
    2,170,000     2,111,887
    156,912,155
Lease Revenue Bonds — 9.13%
Metropolitan Pier & Exposition Authority, Illinois
Revenue
     
(McCormick Place Expansion Project)      
 1.074% 12/15/56 (AG) ^    44,795,000     10,199,373
 5.92% 12/15/56  ^     5,000,000      1,072,600
Series A 4.00% 6/15/52      12,885,000     11,147,200
Series A 5.61% 12/15/56 (BAM) ^     8,000,000      1,821,520
NQ- 011 [0526] 0726 (5720453)    13

 

Schedule of investments
Nomura Tax-Free USA Fund 
    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Lease Revenue Bonds (continued)
Metropolitan Pier & Exposition Authority, Illinois
Revenue
     
(McCormick Place Expansion Project)
Series B 4.933% 12/15/51 (BAM) ^    12,975,000 $    3,864,604
Series B 5.118% 12/15/54 (BAM) ^    34,355,000      8,707,962
Series B 5.26% 12/15/54  ^     5,000,000      1,198,700
Series B-1 4.57% 6/15/47 (AG) ^     4,935,000      1,883,838
New Jersey State Transportation Trust Fund Authority
Revenue
     
Series A 5.396% 12/15/39 (BAM) ^    10,700,000      6,413,794
(Transportation Program Bonds)      
Series AA 5.00% 6/15/50       5,000,000      5,186,900
Series AA 5.00% 6/15/55       7,000,000      7,192,150
Series AA 5.25% 6/15/41       4,500,000      5,017,095
Series BB 5.25% 6/15/50       3,150,000      3,309,611
Series CC 5.25% 6/15/50       5,000,000      5,266,550
New York Liberty Development Revenue      
(4 World Trade Center - Green Bond)
Series A 2.875% 11/15/46 (BAM) 
   16,960,000     12,826,339
New York State Thruway Authority State Personal
Income Tax Revenue
     
Series A-1 3.00% 3/15/49       2,500,000      1,915,950
Virginia College Building Authority Revenue      
(21st Century College And Equipment Programs)
 5.25% 2/1/42  
    5,000,000      5,486,350
Washington Metropolitan Area Transit Authority
Dedicated Revenue
     
(Second Lien)      
Series A 5.25% 7/15/55       2,000,000      2,098,840
Series A 5.50% 7/15/60       6,000,000     6,419,160
    101,028,536
Local General Obligation Bonds — 4.38%
Arapahoe County, Colorada Cherry Creek School
District No. 5
     
 5.25% 12/15/43       2,500,000      2,802,475
City of Chicago, Illinois O'Hare International Airport
Revenue
     
(Senior Lien)
Series A 6.00% 1/1/50  
    1,350,000      1,420,726
City of Goodyear, Arizona      
 3.00% 7/1/39         750,000        678,758
14    NQ- 011 [0526] 0726 (5720453)

 

    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Local General Obligation Bonds (continued)
Collin and Dentan County, Texas Prosper
Independent School District
     
 5.25% 2/15/55 (PSF)      2,000,000 $    2,110,360
Fairfax County, Virginia Public Improvement Bonds      
Series A 5.00% 10/1/36       5,000,000      5,679,200
Harris and Waller County, Texas Katy Independent
School District
     
 5.25% 2/15/54 (PSF)      5,000,000      5,280,350
Harris County, Texas Humble Independent School
District
     
 3.00% 2/15/49 (PSF)      2,770,000      2,074,675
Montgomery County, Maryland      
Series A 5.00% 10/1/39       7,500,000      8,307,825
New York City, New York      
Series G-1 5.25% 2/1/50       2,000,000      2,114,120
Palomar Health, California      
Series A 6.746% 8/1/32 (AG) ^     5,000,000      3,922,550
Series A 7.00% 8/1/31 (AG) ^     3,315,000      2,715,747
Series A 7.07% 8/1/33 (AG) ^     5,000,000      3,749,900
Wake County, North Carolina General Obligation
Public Improvement Bonds
     
Series A 4.00% 2/1/34       5,000,000      5,251,350
Wisconsin Public Finance Authority Revenue      
(Waterstone Project)
144A 5.50% 12/15/38  #
    2,309,426     2,313,675
     48,421,711
Pre-Refunded/Escrowed to Maturity Bonds — 1.57%
California Health Facilities Financing Authority
Revenue
     
(CommonSpirit Health)
Series A 4.00% 4/1/49-30  §
       70,000         74,013
Central Texas Turnpike System Revenue      
Series A 3.278% 8/15/26 (AMBAC) ^     1,340,000      1,331,719
Iowa Finance Authority Midwestern Disaster Area
Revenue
     
(Iowa Fertilizer Company Project)
 5.00% 12/1/50-32  §
    7,725,000      8,754,434
Metropolitan Washington, D.C. Airports Authority
Dulles Toll Road Revenue
     
(Convertible Capital Appreciation Bonds)
Series C 6.50% 10/1/41-26 (AG) §, ~
    7,000,000      7,089,390
NQ- 011 [0526] 0726 (5720453)    15

 

Schedule of investments
Nomura Tax-Free USA Fund 
    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Pre-Refunded/Escrowed to Maturity Bonds (continued)
Ohio State      
(Cleveland Clinic Health System)
Series A 5.00% 1/1/35-34  §
       65,000 $       74,055
     17,323,611
Special Tax Revenue Bonds — 15.57%
City of Bullhead, Arizona Excise Taxes Revenue      
 2.55% 7/1/46       1,000,000        723,980
City of Houston, First Lien Texas Hotel Occupancy
Tax & Special Revenue
     
Series C 5.00% 9/1/41       3,000,000      3,288,120
Series C 5.50% 9/1/58       5,000,000      5,287,800
Commonwealth of Puerto Rico Revenue      
 3.189% 11/1/43  •    29,277,934     20,238,372
Downtown Revitalization Public Infrastructure District
Revenue
     
(SEG - Redevelopment Project)
Series B 5.50% 6/1/55 (AG) 
    2,750,000      2,932,738
GDB Debt Recovery Authority of Puerto Rico
Revenue
     
(Taxable)
 7.50% 8/20/40  
   25,825,598     25,342,143
Indianapolis, Indiana Local Public Improvement Bond
Bank Revenue
     
Series F-1 5.25% 3/1/67 (BAM)      4,000,000      4,138,600
Matching Fund Special Purpose Securitization, Virgin
Islands Revenue
     
Series A 5.00% 10/1/32         300,000        319,695
Series A 5.00% 10/1/39       2,205,000      2,290,267
Metropolitan Government Nashville & Davidson
County Sports Authority Revenue
     
(Stadium Project Senior Lien)
Series A 5.25% 7/1/56 (AG) 
    2,555,000      2,669,413
(Stadium Project)
Series B 5.25% 7/1/56 (AG) 
    1,130,000      1,176,918
New York City, New York Industrial Development
Agency Revenue
     
(Yankee Stadium)
 7.29% 3/1/27 (AG) ^
    3,000,000      2,929,950
New York City, New York Transitional Finance
Authority Future Tax Secured Revenue
     
Series B-1 3.00% 11/1/47       4,000,000      3,048,040
16    NQ- 011 [0526] 0726 (5720453)

 

    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Special Tax Revenue Bonds (continued)
New York City, New York Transitional Finance
Authority Future Tax Secured Revenue
     
(Subordinate Bonds)      
Series I 5.00% 11/1/47       3,000,000 $    3,171,725
Subseries F-1 5.00% 11/1/36       2,500,000      2,821,475
Subseries F-1 5.00% 2/1/53       4,850,000      5,008,449
New York State Thruway Authority State Personal
Income Tax Revenue
     
Series A-1 3.00% 3/15/51       3,000,000      2,254,470
Puerto Rico Sales Tax Financing Revenue      
(Restructured)      
Series A-1 4.75% 7/1/53      20,775,000     20,013,804
Series A-1 5.00% 7/1/58       5,560,000      5,494,337
Series A-1 5.674% 7/1/46  ^   100,000,000     36,501,000
Series A-1 6.013% 7/1/51  ^    57,611,000     15,472,586
Series A-2 4.329% 7/1/40       1,000,000        997,160
Triborough Bridge & Tunnel Authority Sales Tax
Revenue
     
(TBTA Capital Lockbox - City Sales Tax)
Subordinate Series A-1 5.25% 5/15/64  
    3,000,000      3,121,590
Wisconsin Public Finance Authority Revenue      
(American Dream @ Meadowlands Project)
144A 7.00% 12/1/50  #
      825,000        643,500
Wyandotte County, Kansas City, Kansas Unified
Government Special Obligation Revenue
     
(Sales Tax - Vacation Village Project Area 1 and 2A)
Series 2015A 5.75% 9/1/32  
    2,530,000     2,448,306
    172,334,438
State General Obligation Bonds — 7.27%
California State      
(Various Purpose)      
 5.00% 9/1/43       5,000,000      5,505,800
 5.25% 8/1/44       2,000,000      2,229,320
Series C 5.00% 11/1/42       2,000,000      2,182,120
Commonwealth of Massachusetts      
Series B 5.00% 6/1/43       3,350,000      3,692,203
Commonwealth of Pennsylvania      
Series A 5.00% 8/15/34       2,500,000      2,857,200
NQ- 011 [0526] 0726 (5720453)    17

 

Schedule of investments
Nomura Tax-Free USA Fund 
    Principal
amount°
Value (US $)
Municipal Bonds (continued)
State General Obligation Bonds (continued)
Commonwealth of Puerto Rico Revenue      
(Restructured)      
Series A-1 4.00% 7/1/41         215,000 $      204,914
Series A-1 4.00% 7/1/46      18,175,844     16,120,338
Illinois State      
 5.50% 5/1/39       3,725,000      3,961,500
Series A 4.00% 3/1/41       1,110,000      1,066,333
Series A 5.50% 3/1/47       5,000,000      5,238,750
Series B 5.50% 5/1/47       2,000,000      2,096,120
Series C 4.00% 10/1/48       1,605,000      1,437,165
Series C 5.50% 4/1/51       5,000,000      5,330,750
Series D 5.00% 9/1/40       5,000,000      5,363,150
Series E 5.00% 9/1/42       4,950,000      5,242,743
(Rebuild Illinois Program)
Series B 4.00% 11/1/39  
    8,170,000      7,975,472
Oregon State      
(Article XI-F(1) Projects and Refunding)
Series F 5.00% 8/1/27  
    1,365,000      1,404,803
(Article XI-G Projects and Refunding)
Series G 5.00% 8/1/27  
    1,250,000      1,286,450
Washington State      
Series B 5.00% 6/1/46       1,500,000      1,585,995
Series D 5.00% 6/1/33       2,500,000      2,841,675
Series R 5.00% 7/1/34       2,500,000     2,871,825
     80,494,626
Transportation Revenue Bonds — 13.25%
Alaska Railroad Corporation Cruise Port Revenue      
 6.00% 10/1/50 (AG) (AMT)      1,500,000      1,632,480
Arizona Department of Transportation State Highway
Fund Revenue
     
 5.00% 7/1/40       5,290,000      6,009,705
Burbank-Glendale-Pasadena, California Airport
Authority Brick Campaign Revenue
     
(Senior)
Series B 5.25% 7/1/54 (AMT) 
    2,275,000      2,361,723
California Municipal Finance Authority Revenue      
(SFMTA Potrero Yard Modernization Project)      
Series A 5.00% 9/1/60         735,000        761,071
Series A 5.50% 9/1/60         335,000        361,324
Central Texas Turnpike System Revenue      
Series C 5.00% 8/15/41       1,575,000      1,707,820
18    NQ- 011 [0526] 0726 (5720453)

 

    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Transportation Revenue Bonds (continued)
City & County of Denver, Colorado Airport System
Revenue
     
Series A 4.00% 12/1/48 (AMT)      5,000,000 $    4,517,550
Series B 5.50% 11/15/42 (AMT)      1,000,000      1,103,480
Series B 5.50% 11/15/43 (AMT)      1,000,000      1,098,040
City of Charlotte, North Carolina Charlotte Douglas
International Airport Revenue
     
 5.00% 7/1/46         750,000        805,118
 5.00% 7/1/47       1,250,000      1,329,175
City of Chicago, Illinois O'Hare International Airport
Revenue
     
(Senior Lien)      
Series A 5.25% 1/1/61       5,000,000      5,195,700
Series B 5.25% 1/1/44       2,000,000      2,168,160
Series B 5.50% 1/1/59       3,650,000      3,849,837
Series E 5.50% 1/1/55 (AMT)      6,500,000      6,751,680
City of Dallas and Fort Worth, Texas International
Airport Revenue
     
 5.00% 11/1/43       3,000,000      3,248,700
City of Los Angeles, California Department of Airports
Revenue
     
(Sustainable Bonds)
Series A 5.50% 5/15/55 (AMT) 
    3,000,000      3,191,700
Colorado Bridge & Tunnel Enterprise Revenue      
(Senior Infrastructure)
Series A 5.25% 12/1/54 (AG) 
    2,500,000      2,626,900
Florida Development Finance Revenue      
(Brightline Florida Passenger Rail Project)
144A 14.286% 7/15/32 (AMT) #, •
   13,000,000      3,640,000
Hawaii State Airports System Revenue      
Series A 5.50% 7/1/54 (AMT)      1,200,000      1,277,796
Lee County, Florida Airport Revenue      
 5.25% 10/1/49 (AMT)      5,100,000      5,280,285
Louisiana Public Facilities Authority Revenue      
(I-10 Calcasieu River Bridge Public-Private Partnership Project)      
 5.00% 9/1/66 (AMT)      2,610,000      2,558,948
 5.50% 9/1/59 (AMT)      3,865,000      3,939,015
Massachusetts Port Authority Revenue      
Series A 5.00% 7/1/40 (AMT)      2,000,000      2,067,660
Miami-Dade County, Florida Aviation Revenue      
Series A 4.00% 10/1/44 (AMT)      1,500,000      1,400,700
NQ- 011 [0526] 0726 (5720453)    19

 

Schedule of investments
Nomura Tax-Free USA Fund 
    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Transportation Revenue Bonds (continued)
Monroe Country, Florida Airport Revenue      
(Key West International Airport)
Series 2022 5.00% 10/1/42 (AMT) 
    1,505,000 $    1,552,046
New Jersey State Transportation Trust Fund Authority
Revenue
     
(Transportation Program - Forward Delivery)
Series AA 5.00% 6/15/29  
    5,000,000      5,326,750
New York Transportation Development Special
Facilities Revenue
     
(JFK Airport Terminal 6 Redevelopment Project)
Series A 5.50% 12/31/60 (AMT) 
    5,000,000      5,080,150
(John F. Kennedy International Airport New Terminal One Project-Green Bonds)      
 5.375% 6/30/60 (AMT)      5,000,000      5,024,050
Series A 5.25% 12/31/54 (AG) (AMT)      5,000,000      5,129,100
(John F. Kennedy International Airport Terminal 6 Redevelopment Project-Green Bonds)
Series B 0.00% 12/31/54 (AG) (AMT) ~
    2,500,000      1,658,450
Pennsylvania Economic Development Financing
Authority Revenue
     
(The PennDOT Major Bridges Package One Project)
 6.00% 6/30/61 (AMT) 
    2,750,000      2,911,205
Pennsylvania Turnpike Commission Revenue      
Series C 6.25% 6/1/33 (AG) ~     4,000,000      4,000,000
Port Authority of New York & New Jersey Revenue      
Series 248 5.00% 1/15/28       2,000,000      2,081,820
Port of Seattle Intermediate Lien Revenue      
Series B 5.50% 10/1/50 (AMT)      5,000,000      5,328,950
San Diego County, California Regional Airport
Authority Revenue
     
Series B 4.00% 7/1/56 (AMT) (BAM)      5,000,000      4,406,550
(Private Activity)
Series B 5.50% 7/1/55 (AMT) 
    5,000,000      5,315,450
San Francisco City & County, California Airport
Commission Revenue
     
(San Francisco International Airport)
Series A 4.00% 5/1/49 (AMT) 
    3,955,000      3,604,824
Texas Private Activity Bond Surface Transportation
Revenue
     
(NTE Mobility Partners LLC North Tarrant Express Project)
 5.50% 12/31/58 (AMT) 
    5,000,000      5,173,550
20    NQ- 011 [0526] 0726 (5720453)

 

    Principal
amount°
Value (US $)
Municipal Bonds (continued)
Transportation Revenue Bonds (continued)
Texas Transportation Finance Revenue      
Series A 5.50% 10/1/55       5,000,000 $    5,379,000
Wisconsin Public Finance Authority Revenue      
(Senior Lien - Georgia SR 400 Express Lanes Project)      
 5.75% 12/31/65 (AMT)      7,500,000      7,778,700
 6.50% 12/31/65 (AMT)      7,250,000     8,052,357
    146,687,519
Water & Sewer Revenue Bonds — 1.84%
City & County of Honolulu, Hawaii Wastewater
System Revenue
     
(Green Bonds) 
Series A 5.25% 7/1/54  
    2,105,000      2,218,396
City of Chicago, Illinois Waterworks Revenue      
Series A 5.50% 11/1/66       1,475,000      1,553,028
City of San Francisco, California Public Utilities
Commission Water Revenue
     
(Hetch Hetchy Water)
Series E 5.25% 11/1/55  
    1,500,000      1,614,105
Great Lakes Water Authority Water Supply System
Revenue
     
(Second Lien Bonds)      
Series B 5.00% 7/1/44       2,000,000      2,170,220
Series B 5.00% 7/1/45       1,950,000      2,099,077
Series B 5.00% 7/1/46       1,000,000      1,069,860
Jefferson County, Alabama Sewer Revenue      
 5.50% 10/1/53       4,500,000      4,703,580
New York City, Municipal Water Finance Authority
Water & Sewer System Revenue
     
(Second General Resolution Bonds)
Series BB 5.25% 6/15/56  
    2,900,000      3,070,549
Texas Water Development Board Revenue      
(Master Trust)
Series A 5.00% 10/15/44  
    1,725,000     1,865,071
     20,363,886
Total Municipal Bonds (cost $1,084,784,405) 1,079,955,485
NQ- 011 [0526] 0726 (5720453)    21

 

Schedule of investments
Nomura Tax-Free USA Fund 
    Number of
shares
Value (US $)
Common Stock — 0.10%♣
Industrial — 0.10%
TimberHP =, †, π       225,640 $    1,084,967
Total Common Stock (cost $1,084,967)     1,084,967
Warrants — 0.02%
DesertXpress Enterprises =, †        64,500       197,531
Total Warrants (cost $6)       197,531
    Principal
amount°
 
Short-Term Investments — 2.10%
Variable Rate Demand Notes — 2.10%
Arizona Industrial Development Authority Revenue      
(Phoenix Children's Hospital) Series A 2.80% 2/1/48 
(LOC - TD Bank, N.A.)¤
      465,000       465,000
Idaho Health Facilities Authority Revenue      
(St. Luke's Health System Project)
Series D 2.80% 3/1/60 
(LOC - TD Bank, N.A.)¤
    1,000,000     1,000,000
Illinois Finance Authority Revenue      
(The University of Chicago Medical Center) Subseries 2009 D-1 2.80% 8/1/43 
(LOC - TD Bank, N.A.)¤
    2,000,000     2,000,000
New York City, New York Municipal Water Finance
Authority Water & Sewer System Revenue
     
(Second General Resolution Bonds) Series CC 2.80% 6/15/41 
(SPA - State Street)¤
    7,000,000     7,000,000
Oregon State Facilities Authority Refunding Revenue      
(PeaceHealth) Series B 2.80% 8/1/34 
(LOC - TD Bank, N.A.)¤
    8,300,000     8,300,000
San Francisco, California Bay Area Toll Authority
Revenue
     
(Variable Rate Bonds) Series D 2.35% 4/1/59 
(LOC - TD Bank, N.A.)¤
    1,800,000     1,800,000
Tarrant County, Cultural Education Facilities Finance      
(Baylor Health Care System Project) Series C 2.45% 11/15/50 
(LOC - TD Bank, N.A.)¤
    1,100,000     1,100,000
22    NQ- 011 [0526] 0726 (5720453)

 

    Principal
amount°
Value (US $)
Short-Term Investments (continued)
Variable Rate Demand Notes (continued)
Virginia Commonwealth University Health System
Authority Revenue
     
Series B 2.80% 7/1/37 
(LOC - TD Bank, N.A.)¤
    1,600,000 $    1,600,000
Total Short-Term Investments (cost $23,265,000)    23,265,000
Total Value of Securities—99.81%
(cost $1,109,134,378)
    1,104,502,983
Receivables and Other Assets Net of Liabilities—0.19%         2,157,188
Net Assets Applicable to 108,480,871 Shares Outstanding—100.00%     $1,106,660,171
° 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 $109,766,944, which represents 9.92% of the Fund’s net assets.
Security is currently in default.
~ Step-up bond that pays an initial coupon rate for the first period and then a higher coupon rate for the following periods. Stated rate in effect at May 31, 2026.
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.
^ Zero-coupon security. The rate shown is the effective yield at the time of purchase.
Pass Through Agreement. Security represents the contractual right to receive a proportionate amount of underlying payments due to the counterparty pursuant to various agreements related to the rescheduling of obligations and the exchange of certain notes.
§ 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.
NQ- 011 [0526] 0726 (5720453)    23

 

Schedule of investments
Nomura Tax-Free USA Fund 
Categorizations used for financial reporting purposes may differ from categorizations used for regulatory compliance and/or internal classification purposes.
= The value of this security was determined using significant unobservable inputs and is reported as a Level 3 security.
Non-income producing security.
π Restricted security. These investments are in securities not registered under the Securities Act of 1933, as amended, and have certain restrictions on resale which may limit their liquidity. At May 31, 2026, the aggregate value of restricted securities was $1,084,967, which represented 0.10% of the Fund’s net assets.
¤ 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.
Restricted Securities            
Investments   Date of Acquisition   Cost   Value
TimberHP   6/26/25   $1,084,967   $1,084,967
Summary of abbreviations:
AG – Insured by Assured Guaranty Inc.
AMBAC – Insured by American Municipal Bond Assurance Corporation
AMT – Subject to Alternative Minimum Tax
BAM – Insured by Build America Mutual Assurance
CHF – Collegiate Housing Foundation
FHLMC – Federal Home Loan Mortgage Corporation
FNMA – Federal National Mortgage Association
GNMA – Government National Mortgage Association
KIPP – Knowledge is Power Program
LLC – Limited Liability Corporation
LOC – Letter of Credit
N.A. – National Association
PSF – Guaranteed by Permanent School Fund
SOFR01M – Secured Overnight Financing Rate 1 Month
SOFR03M – Secured Overnight Financing Rate 3 Month
SPA – Stand-by Purchase Agreement
USD – US Dollar
24    NQ- 011 [0526] 0726 (5720453)