07/23/2026 | Press release | Distributed by Public on 07/23/2026 09:04
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM N-CSR
CERTIFIED SHAREHOLDER REPORT OF REGISTERED
MANAGEMENT INVESTMENT COMPANIES
Investment Company Act file number 811-07807
Fidelity Revere Street Trust
(Exact name of registrant as specified in charter)
245 Summer St., Boston, Massachusetts 02210
(Address of principal executive offices) (Zip code)
Nicole Macarchuk, Secretary
245 Summer St.
Boston, Massachusetts 02210
(Name and address of agent for service)
Registrant's telephone number, including area code:
617-563-7000
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Date of fiscal year end: |
May 31 |
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Date of reporting period: |
May 31, 2026 |
Item 1.
Reports to Stockholders
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ANNUAL SHAREHOLDER REPORT | AS OF MAY 31, 2026
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Fidelity® Tax-Free Cash Central Fund
Fidelity® Tax-Free Cash Central Fund
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Costs of a $10,000 investment
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Costs paid as a percentage of a $10,000 investment
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|
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Fidelity® Tax-Free Cash Central Fund
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$ 0 A
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0.00%B
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KEY FACTS
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Fund Size
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$2,687,967,908
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Number of Holdings
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348
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Total Advisory Fee
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$0
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EFFECTIVE MATURITY DIVERSIFICATION
(% of Fund's net assets)
|
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Days
|
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1-7
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96.7
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ASSET ALLOCATION (% of Fund's net assets)
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|
|
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Variable Rate Demand Notes (VRDNs) - 78.1
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Tender Option Bond - 18.8
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Net Other Assets (Liabilities) - 3.1
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Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2026 FMR LLC. All rights reserved.
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For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec
1.9913317.102 1335-TSRA-0726
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ANNUAL SHAREHOLDER REPORT | AS OF MAY 31, 2026
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Fidelity® Securities Lending Cash Central Fund
Fidelity® Securities Lending Cash Central Fund
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|
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Costs of a $10,000 investment
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Costs paid as a percentage of a $10,000 investment
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|
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Fidelity® Securities Lending Cash Central Fund
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$ 0 A
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0.00%B
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KEY FACTS
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Fund Size
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$35,300,974,308
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|
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Number of Holdings
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53
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Total Advisory Fee
|
$0
|
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EFFECTIVE MATURITY DIVERSIFICATION
(% of Fund's net assets)
|
||
|
Days
|
||
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1-7
|
43.8
|
|
|
8-30
|
15.6
|
|
|
31-60
|
20.4
|
|
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61-90
|
11.0
|
|
|
91-180
|
9.4
|
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ASSET ALLOCATION (% of Fund's net assets)
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|
|
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U.S. Treasury Obligations - 62.2
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Repurchase Agreements - 34.9
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Non-Negotiable Time Deposit - 2.8
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U.S. Government Agency - Debt - 0.3
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Net Other Assets (Liabilities) - (0.2)%
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Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2026 FMR LLC. All rights reserved.
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For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec
1.9913316.102 761-TSRA-0726
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ANNUAL SHAREHOLDER REPORT | AS OF MAY 31, 2026
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Fidelity® Municipal Cash Central Fund
Fidelity® Municipal Cash Central Fund
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Costs of a $10,000 investment
|
Costs paid as a percentage of a $10,000 investment
|
|
|
Fidelity® Municipal Cash Central Fund
|
$ 0 A
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0.00%B
|
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KEY FACTS
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Fund Size
|
$3,731,990,370
|
|
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Number of Holdings
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425
|
|
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Total Advisory Fee
|
$0
|
|
EFFECTIVE MATURITY DIVERSIFICATION
(% of Fund's net assets)
|
||
|
Days
|
||
|
1-7
|
99.8
|
|
|
|
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ASSET ALLOCATION (% of Fund's net assets)
|
|
|
|
Variable Rate Demand Notes (VRDNs) - 75.0
|
|
|
Tender Option Bond - 24.9
|
|
|
Net Other Assets (Liabilities) - 0.1
|
|
|
Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2026 FMR LLC. All rights reserved.
|
||
|
|
|
For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec
1.9913315.102 698-TSRA-0726
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|
ANNUAL SHAREHOLDER REPORT | AS OF MAY 31, 2026
|
||
|
|
Fidelity® Cash Central Fund
Fidelity® Cash Central Fund
|
|
|
|
Costs of a $10,000 investment
|
Costs paid as a percentage of a $10,000 investment
|
|
|
Fidelity® Cash Central Fund
|
$ 0 A
|
0.00%B
|
|
KEY FACTS
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|
Fund Size
|
$65,394,476,656
|
|
|
Number of Holdings
|
56
|
|
|
Total Advisory Fee
|
$0
|
|
EFFECTIVE MATURITY DIVERSIFICATION
(% of Fund's net assets)
|
||
|
Days
|
||
|
1-7
|
49.5
|
|
|
8-30
|
13.6
|
|
|
31-60
|
18.3
|
|
|
61-90
|
10.0
|
|
|
91-180
|
9.0
|
|
|
|
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|
ASSET ALLOCATION (% of Fund's net assets)
|
|
|
|
U.S. Treasury Obligations - 54.5
|
|
|
Repurchase Agreements - 40.4
|
|
|
Non-Negotiable Time Deposit - 4.6
|
|
|
Commercial Paper - 0.6
|
|
|
U.S. Government Agency - Debt - 0.3
|
|
|
Net Other Assets (Liabilities) - (0.4)%
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|
|
Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2026 FMR LLC. All rights reserved.
|
||
|
|
|
For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visit fundresearch.fidelity.com/prospectus/sec
1.9913314.102 693-TSRA-0726
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Item 2.
Code of Ethics
As of the end of the period, May 31, 2026, Fidelity Revere Street Trust (the trust) has adopted a code of ethics, as defined in Item 2 of Form N-CSR, that applies to its President and Treasurer and its Chief Financial Officer. A copy of the code of ethics is filed as an exhibit to this Form N-CSR.
Item 3.
Audit Committee Financial Expert
The Board of Trustees of the trust has determined that Laura M. Bishop is an audit committee financial expert, as defined in Item 3 of Form N-CSR. Ms. Bishop is independent for purposes of Item 3 of Form N-CSR.
Item 4.
Principal Accountant Fees and Services
Fees and Services
The following table presents fees billed by Deloitte & Touche LLP, the member firms of Deloitte Touche Tohmatsu, and their respective affiliates (collectively, Deloitte Entities) in each of the last two fiscal years for services rendered to Fidelity Tax-Free Cash Central Fund (the Fund):
Services Billed by Deloitte Entities
May 31, 2026 FeesA
|
Audit Fees |
Audit-Related Fees |
Tax Fees |
All Other Fees |
|
|
Fidelity Tax-Free Cash Central Fund |
$31,200 |
$- |
$5,500 |
$100 |
May 31, 2025 FeesA
|
Audit Fees |
Audit-Related Fees |
Tax Fees |
All Other Fees |
|
|
Fidelity Tax-Free Cash Central Fund |
$31,800 |
$- |
$5,800 |
$600 |
A Amounts may reflect rounding.
The following table presents fees billed by PricewaterhouseCoopers LLP (PwC) in each of the last two fiscal years for services rendered to Fidelity Cash Central Fund, Fidelity Municipal Cash Central Fund, and Fidelity Securities Lending Cash Central Fund (the Funds):
Services Billed by PwC
May 31, 2026 FeesA
|
Audit Fees |
Audit-Related Fees |
Tax Fees |
All Other Fees |
|
|
Fidelity Cash Central Fund |
$39,200 |
$200 |
$2,200 |
$100 |
|
Fidelity Municipal Cash Central Fund |
$31,300 |
$200 |
$2,200 |
$100 |
|
Fidelity Securities Lending Cash Central Fund |
$38,800 |
$200 |
$2,200 |
$100 |
May 31, 2025 FeesA
|
Audit Fees |
Audit-Related Fees |
Tax Fees |
All Other Fees |
|
|
Fidelity Cash Central Fund |
$40,300 |
$2,900 |
$2,200 |
$1,200 |
|
Fidelity Municipal Cash Central Fund |
$31,900 |
$2,400 |
$2,200 |
$1,000 |
|
Fidelity Securities Lending Cash Central Fund |
$39,600 |
$2,900 |
$2,200 |
$1,200 |
A Amounts may reflect rounding.
The following table(s) present(s) fees billed by Deloitte Entities and PwC that were required to be approved by the Audit Committee for services that relate directly to the operations and financial reporting of the Fund(s) and that are rendered on behalf of Fidelity Management & Research Company LLC ("FMR") and entities controlling, controlled by, or under common control with FMR (not including any sub-adviser whose role is primarily portfolio management and is subcontracted with or overseen by another investment adviser) that provide ongoing services to the Fund(s) (Fund Service Providers):
Services Billed by Deloitte Entities
|
May 31, 2026A |
May 31, 2025A |
|
|
Audit-Related Fees |
$154,800 |
$125,000 |
|
Tax Fees |
$- |
$- |
|
All Other Fees |
$- |
$3,964,900 |
A Amounts may reflect rounding.
Services Billed by PwC
|
May 31, 2026A |
May 31, 2025A |
|
|
Audit-Related Fees |
$9,348,700 |
$9,845,100 |
|
Tax Fees |
$1,000 |
$1,000 |
|
All Other Fees |
$- |
$35,000 |
A Amounts may reflect rounding.
Audit-Related Fees represent fees billed for assurance and related services that are reasonably related to the performance of the fund audit or the review of the fund's financial statements and that are not reported under Audit Fees.
Tax Fees represent fees billed for tax compliance, tax advice or tax planning that relate directly to the operations and financial reporting of the fund.
All Other Fees represent fees billed for services provided to the fund or Fund Service Provider, a significant portion of which are assurance related, that relate directly to the operations and financial reporting of the fund, excluding those services that are reported under Audit Fees, Audit-Related Fees or Tax Fees.
Assurance services must be performed by an independent public accountant.
* * *
The aggregate non-audit fees billed by Deloitte Entities and PwC for services rendered to the Fund(s), FMR (not including any sub-adviser whose role is primarily portfolio management and is subcontracted with or overseen by another investment adviser), and any Fund Service Provider for each of the last two fiscal years of the Fund(s) are as follows:
|
Billed By |
May 31, 2026A |
May 31, 2025A |
|
Deloitte Entities |
$2,592,800 |
$4,477,600 |
|
PwC |
$14,568,600 |
$14,895,800 |
A Amounts may reflect rounding.
The trust's Audit Committee has considered non-audit services that were not pre-approved that were provided by Deloitte Entities and PwC to Fund Service Providers to be compatible with maintaining the independence of Deloitte Entities and PwC in its(their) audit of the Fund(s), taking into account representations from Deloitte Entities and PwC, in accordance with Public Company Accounting Oversight Board rules, regarding its independence from the Fund(s) and its(their) related entities and FMRs review of the appropriateness and permissibility under applicable law of such non-audit services prior to their provision to the Fund(s) Service Providers.
Audit Committee Pre-Approval Policies and Procedures
The trusts Audit Committee must pre-approve all audit and non-audit services provided by a funds independent registered public accounting firm relating to the operations or financial reporting of the fund. Prior to the commencement of any audit or non-audit services to a fund, the Audit Committee reviews the services to determine whether they are appropriate and permissible under applicable law.
The Audit Committee has adopted policies and procedures to, among other purposes, provide a framework for the Committees consideration of non-audit services by the audit firms that audit the Fidelity funds. The policies and procedures require that any non-audit service provided by a fund audit firm to a Fidelity fund and any non-audit service provided by a fund auditor to a Fund Service Provider that relates directly to the operations and financial reporting of a Fidelity fund (Covered Service) are subject to approval by the Audit Committee before such service is provided.
All Covered Services must be approved in advance of provision of the service either: (i) by formal resolution of the Audit Committee, or (ii) by oral or written approval of the service by the Chair of the Audit Committee (or if the Chair is unavailable, such other member of the Audit Committee as may be designated by the Chair to act in the Chairs absence). The approval contemplated by (ii) above is permitted where the Treasurer determines that action on such an engagement is necessary before the next meeting of the Audit Committee.
Non-audit services provided by a fund audit firm to a Fund Service Provider that do not relate directly to the operations and financial reporting of a Fidelity fund are reported to the Audit Committee periodically.
Non-Audit Services Approved Pursuant to Rule 2-01(c)(7)(i)(C) and (ii) of Regulation S-X (De Minimis Exception)
There were no non-audit services approved or required to be approved by the Audit Committee pursuant to the De Minimis Exception during the Funds(s) last two fiscal years relating to services provided to (i) the Fund(s) or (ii) any Fund Service Provider that relate directly to the operations and financial reporting of the Fund(s).
The Registrant has not retained, for the preparation of the audit report on the financial statements included in the Form N-CSR, a registered public accounting firm that has a branch or office that is located in a foreign jurisdiction and that the Public Company Accounting Oversight Board (the PCAOB) has determined that the PCAOB is unable to inspect or investigate completely because of a position taken by an authority in the foreign jurisdiction.
The Registrant is not a foreign issuer, as defined in 17 CFR 240.3b-4.
Item 5.
Audit Committee of Listed Registrants
Not applicable.
Item 6.
Investments
(a)
Not applicable.
(b)
Not applicable.
Item 7.
Financial Statements and Financial Highlights for Open-End Management Investment Companies
Contents
|
Item 7: Financial Statements and Financial Highlights for Open-End Management Investment Companies (Annual Report) |
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Fidelity® Tax-Free Cash Central Fund |
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Notes to Financial Statements |
|
Report of Independent Registered Public Accounting Firm |
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Distributions |
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Item 8: Changes in and Disagreements with Accountants for Open-End Management Investment Companies |
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Item 9: Proxy Disclosures for Open-End Management Investment Companies |
|
Item 10: Remuneration Paid to Directors, Officers, and others of Open-End Management Investment Companies |
|
Item 11: Statement Regarding Basis for Approval of Investment Advisory Contract |
|
Tender Option Bond - 18.8%
|
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Principal
Amount (a)
|
Value ($)
|
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|
Alabama - 0.9%
|
|||
|
Black Belt Energy Gas Dist Alagas Proj Rev Participating VRDN Series 2026 XM1361, 1.62% 10/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
1,900,000
|
1,900,000
|
|
|
Black Belt Energy Gas Dist Alagas Proj Rev Participating VRDN Series 2026 XM1362, 1.62% 12/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
2,200,000
|
2,200,000
|
|
|
Black Belt Energy Gas District Alagas Proj Rev Participating VRDN Series 2025 XL0702, 1.62% 10/1/2035 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
1,300,000
|
1,300,000
|
|
|
Black Belt Energy Gas District Alagas Proj Rev Participating VRDN Series 2025 ZL0724, 1.62% 12/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
2,400,000
|
2,400,000
|
|
|
Black Belt Energy Gas District Participating VRDN Series 2023 XM1127, 3% 6/1/2049 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
2,800,000
|
2,800,000
|
|
|
Black Belt Energy Gas District Participating VRDN Series 2024 XM1190, 1.62% 5/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
300,000
|
300,000
|
|
|
Black Belt Energy Gas District Participating VRDN Series 2025 XM1233, 1.62% 3/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
300,000
|
300,000
|
|
|
Energy Southeast AL Coop District Participating VRDN Series 2023 ZL0521, 1.62% 1/1/2054 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
2,500,000
|
2,500,000
|
|
|
J P Morgan Chase Putters / Drivers Tr Var Sts Participating VRDN Series 5065, 1.6% 2/1/2054 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
5,700,000
|
5,700,000
|
|
|
J P Morgan Chase Putters / Drivers Tr Var Sts Participating VRDN Series 5088, 1.77% 5/1/2056 (Liquidity Facility JP Morgan Securities LLC) (b)(c)
|
3,100,000
|
3,100,000
|
|
|
J P Morgan Chase Putters / Drivers Tr Var Sts Participating VRDN Series 5104, 1.77% 5/1/2056 (Liquidity Facility JP Morgan Securities LLC) (b)(c)
|
2,800,000
|
2,800,000
|
|
|
TOTAL ALABAMA
|
25,300,000
|
||
|
Alabama,Arizona - 0.1%
|
|||
|
Jefferson County AL Board Ed Participating VRDN Series 2023 YX1319, 1.61% 2/1/2046 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
2,025,000
|
2,025,000
|
|
|
Alaska - 0.2%
|
|||
|
J P Morgan Chase Putters / Drivers Tr Var Sts Gen. Oblig. Participating VRDN Series 5112, 3.15% 12/15/2026 (Liquidity Facility JP Morgan Securities LLC) (b)(c)
|
4,100,000
|
4,100,000
|
|
|
Arizona - 0.2%
|
|||
|
Arizona Health Facilities Auth Rev Participating VRDN Series 2022 MIZ9101, 1.77% 3/1/2029 (Liquidity Facility Mizuho Capital Markets LLC) (b)(c)
|
200,000
|
200,000
|
|
|
Arizona Health Facs Auth Rev Participating VRDN Series 3384, 1.6% 1/1/2037 (Liquidity Facility Morgan Stanley Bank NA) (b)(c)
|
2,100,000
|
2,100,000
|
|
|
Mesa AZ Util Sys Rev Participating VRDN 1.62% 7/1/2046 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
700,000
|
700,000
|
|
|
Salt Verde Finl Corp Sr Gas Rev Participating VRDN Series 2018 XF2537, 1.61% 12/1/2037 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
3,215,000
|
3,215,000
|
|
|
TOTAL ARIZONA
|
6,215,000
|
||
|
Colorado - 0.1%
|
|||
|
Regional Transn Dist CO Sales Participating VRDN Series 2025 CF7024, 1.6% 11/1/2033 (Liquidity Facility Citibank NA) (b)(c)
|
1,900,000
|
1,900,000
|
|
|
Connecticut - 0.4%
|
|||
|
Connecticut Gen. Oblig. Participating VRDN Series 2017 014, 1.61% 6/1/2037 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
4,545,000
|
4,545,000
|
|
|
Connecticut Gen. Oblig. Participating VRDN Series 2017 016, 1.61% 6/1/2037 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
5,000,000
|
5,000,000
|
|
|
TOTAL CONNECTICUT
|
9,545,000
|
||
|
Delaware - 0.1%
|
|||
|
Delaware St Hlth Facs Auth Rev Participating VRDN Series 2026 XL0732, 2.95% 10/1/2051 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
2,100,000
|
2,100,000
|
|
|
District Of Columbia - 0.2%
|
|||
|
District Columbia Income Tax Rev Participating VRDN Series 2025 ZF3380, 1.6% 6/1/2050 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
4,660,000
|
4,660,000
|
|
|
District Of Columbia,Virginia - 0.0%
|
|||
|
Metropolitan Washington Arpts Auth Dulles Toll Road Rev Participating VRDN Series 2019 XF0853, 1.61% 10/1/2044 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)
|
835,000
|
835,000
|
|
|
Metropolitan Washington Arpts Auth Dulles Toll Road Rev Participating VRDN Series 2019 XG0267, 1.62% 10/1/2053 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
25,000
|
25,000
|
|
|
TOTAL DISTRICT OF COLUMBIA,VIRGINIA
|
860,000
|
||
|
Florida - 2.9%
|
|||
|
Broward Cnty Fla Convention Ctr Hotel Rev Participating VRDN 3.02% 1/1/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
5,500,000
|
5,500,000
|
|
|
Broward Cnty Fla Convention Ctr Hotel Rev Participating VRDN Series 2023 XF1641, 1.67% 1/1/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
2,300,000
|
2,300,000
|
|
|
County of Broward FL Tourist Development Tax Revenue Participating VRDN Series 2023 XL0429, 1.68% 9/1/2051 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
460,000
|
460,000
|
|
|
Florida Dev Fin Corp Rev Participating VRDN Series 2024 BAML5055, 2.88% 8/15/2051 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
6,000,000
|
6,000,000
|
|
|
Hillsborough Cnty Fla Indl Dev Auth Health Sys Rev Participating VRDN 1.6% 11/15/2054 (Liquidity Facility Morgan Stanley Bank NA) (b)(c)
|
3,330,000
|
3,330,000
|
|
|
Hillsborough Cnty Fla Indl Dev Auth Health Sys Rev Participating VRDN Series 2025 XM1229, 1.6% 11/15/2054 (Liquidity Facility Morgan Stanley Bank NA) (b)(c)
|
1,200,000
|
1,200,000
|
|
|
Hillsborough Cnty Fla Indl Dev Auth Health Sys Rev Participating VRDN Series 2025 XM1246, 1.6% 11/15/2049 (Liquidity Facility Morgan Stanley Bank NA) (b)(c)
|
1,000,000
|
1,000,000
|
|
|
Hillsborough Cnty Fla Indl Dev Auth Health Sys Rev Participating VRDN Series 2025 ZF3394, 1.6% 11/15/2049 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
3,150,000
|
3,150,000
|
|
|
J P Morgan Chase Putters / Drivers Tr Var Sts Participating VRDN Series 5078, 2.95% 12/15/2054 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
13,736,000
|
13,736,000
|
|
|
J P Morgan Chase Putters / Drivers Tr Var Sts Participating VRDN Series 5108, 1.6% 7/1/2056 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
5,700,000
|
5,700,000
|
|
|
Jacksonville Fla Spl Rev Participating VRDN Series 2025 XL0618, 2.95% 10/1/2053 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
2,800,000
|
2,800,000
|
|
|
JEA FL Wtr & Swr Sys Rev Participating VRDN Series 2025 XM1219, 2.95% 10/1/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
2,620,000
|
2,620,000
|
|
|
Miami-Dade Cnty FL Sch Dist Participating VRDN Series 2025 CF7023, 1.62% 3/15/2047 (Liquidity Facility Citibank NA) (b)(c)
|
5,300,000
|
5,300,000
|
|
|
Miami-Dade Cnty FL Sch Dist Participating VRDN Series 2026 CF7087, 1.6% 3/15/2046 (Liquidity Facility Citibank NA) (b)(c)
|
6,300,000
|
6,300,000
|
|
|
Miami-Dade Cnty FL Wtr & Swr Rev Participating VRDN Series 2025 XL0725, 2.9% 10/1/2055 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
4,200,000
|
4,200,000
|
|
|
Miami-Dade County Expressway Auth Participating VRDN Series 2019 XG0252, 1.62% 7/1/2034 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
1,300,000
|
1,300,000
|
|
|
Miami-Dade FL The Villages Apts Participating VRDN Series 2024 MIZ9196, 3% 5/14/2036 (Liquidity Facility Mizuho Capital Markets LLC) (b)(c)
|
6,890,000
|
6,890,000
|
|
|
Palm Beach Cnty Fla Health Facs Auth Hosp Rev Participating VRDN Series 2022 XG0370, 1.67% 8/15/2049 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
400,000
|
400,000
|
|
|
Pasco County FL Hosp Rev Participating VRDN Series 2023 XM1155, 1.6% 7/1/2030 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
1,000,000
|
1,000,000
|
|
|
South Miami FL Hlth Fcs Hsp Rv Participating VRDN Series 2018 XG0173, 1.67% 8/15/2047 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
900,000
|
900,000
|
|
|
Tampa Bay Water Participating VRDN Series 2023 ZL0485, 1.6% 10/1/2052 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
1,665,000
|
1,665,000
|
|
|
Tampa FL Hosp Rev Participating VRDN Series 2025 XG0613, 1.6% 8/1/2049 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
900,000
|
900,000
|
|
|
TOTAL FLORIDA
|
76,651,000
|
||
|
Georgia - 0.7%
|
|||
|
Brookhaven Development Authority Participating VRDN Series 2023 XF1503, 2.95% 7/1/2049 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
9,400,000
|
9,400,000
|
|
|
Burke County Indl Dev Auth Poll Cont Rev Participating VRDN 1.61% 11/1/2045 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
1,000,000
|
1,000,000
|
|
|
Georgia Muni Elec Auth Pwr Rev Participating VRDN Series 2023 XF1554, 1.61% 1/1/2059 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)
|
300,000
|
300,000
|
|
|
Georgia Muni Elec Auth Pwr Rev Participating VRDN Series 2023 XG0470, 1.62% 1/1/2059 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
500,000
|
500,000
|
|
|
Georgia Muni Elec Auth Pwr Rev Participating VRDN Series 2023 XG0472, 1.61% 1/1/2063 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)
|
2,500,000
|
2,500,000
|
|
|
Main Str Nat Gas Inc GA Gas Supply Rev Participating VRDN Series 2026 XM1363, 1.62% 5/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
1,125,000
|
1,125,000
|
|
|
Main Street Natural Gas Inc Participating VRDN Series 2023 XF1601, 1.6% 12/1/2053 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
1,000,000
|
1,000,000
|
|
|
Main Street Natural Gas Inc Participating VRDN Series 2023 XG0489, 1.6% 12/1/2054 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
2,710,000
|
2,710,000
|
|
|
Main Street Natural Gas Inc Participating VRDN Series 2024 XM1187, 1.62% 6/1/2053 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
300,000
|
300,000
|
|
|
Muni Elec Auth of Georgia Participating VRDN Series 2019 XG0254, 1.62% 1/1/2063 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
250,000
|
250,000
|
|
|
TOTAL GEORGIA
|
19,085,000
|
||
|
Illinois - 1.2%
|
|||
|
Chicago Il Participating VRDN Series E 169, 1.63% 5/31/2030 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
9,500,000
|
9,500,000
|
|
|
Chicago Transit Auth Participating VRDN Series 2023 XG0487, 1.6% 12/1/2051 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
3,660,000
|
3,660,000
|
|
|
Illinois Fin Auth Participating VRDN 1.6% 5/15/2050 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
1,500,000
|
1,500,000
|
|
|
Illinois Gen. Oblig. Participating VRDN 1.62% 5/1/2039 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
1,800,000
|
1,800,000
|
|
|
Illinois Gen. Oblig. Participating VRDN Series 2022 XL0260, 1.6% 3/1/2047 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
1,200,000
|
1,200,000
|
|
|
Illinois Housing Development Authority Participating VRDN Series 2026 XF8140, 1.61% 10/1/2046 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)
|
1,850,000
|
1,850,000
|
|
|
Illinois Met Pier & Exp Auth Participating VRDN Series 2025 XF1905, 1.61% 6/15/2050 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)
|
2,825,000
|
2,825,000
|
|
|
Illinois St Toll Hwy Auth Hwy Rev Participating VRDN 1.6% 1/1/2045 (Liquidity Facility Morgan Stanley Bank NA) (b)(c)
|
1,600,000
|
1,600,000
|
|
|
J P Morgan Chase Putters / Drivers Tr Var Sts Participating VRDN Series 5103, 1.6% 8/15/2057 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
1,100,000
|
1,100,000
|
|
|
Metropolitan Pier & Exposition Participating VRDN Series 2015 XF1045, 1.61% 6/15/2053 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
400,000
|
400,000
|
|
|
Tender Opt Bd Tr Rcpts / Ctfs Var Sts Participating VRDN 1.6% 11/1/2061 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
1,200,000
|
1,200,000
|
|
|
Tender Opt Bd Tr Rcpts / Ctfs Var Sts Participating VRDN 1.6% 11/1/2066 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
6,750,000
|
6,750,000
|
|
|
TOTAL ILLINOIS
|
33,385,000
|
||
|
Kentucky - 0.7%
|
|||
|
CommonSpirit Health Participating VRDN Series 2020 MIZ9021, 1.67% 5/1/2029 (Liquidity Facility Mizuho Capital Markets LLC) (b)(c)
|
500,000
|
500,000
|
|
|
Kentucky Inc Pub Energy Participating VRDN Series 2024 XM1188, 1.62% 5/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
300,000
|
300,000
|
|
|
Kentucky Inc Pub Energy Participating VRDN Series 2024 XM1189, 1.62% 8/1/2052 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
300,000
|
300,000
|
|
|
Kentucky Property & Buildings Commission Rev Participating VRDN Series 2017 XG0113, 1.61% 4/1/2032 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
5,600,000
|
5,600,000
|
|
|
Louisville & Jefferson KY Swr Sys Rev Participating VRDN 1.6% 5/15/2049 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
800,000
|
800,000
|
|
|
Tender Opt Bd Tr Rcpts / Ctfs Var Sts Participating VRDN Series 2026 BAML5070, 2.95% 2/1/2046 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
11,440,000
|
11,440,000
|
|
|
TOTAL KENTUCKY
|
18,940,000
|
||
|
Maryland - 0.1%
|
|||
|
Montgomery County Housing Opportunities Commission Participating VRDN 1.6% 1/1/2071 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
1,900,000
|
1,900,000
|
|
|
Tender Opt Bd Tr Rcpts / Ctfs Var Sts Participating VRDN Series 2026 BAML5071, 2.88% 7/1/2047 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
1,900,000
|
1,900,000
|
|
|
TOTAL MARYLAND
|
3,800,000
|
||
|
Michigan - 3.1%
|
|||
|
Eastern Michigan Univ Revs Participating VRDN 2.88% 3/1/2058 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
13,600,000
|
13,600,000
|
|
|
J P Morgan Chase Putters / Drivers Tr Var Sts Participating VRDN 2.98% 5/15/2046 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
52,000,000
|
52,000,000
|
|
|
Michigan Fin Auth Rev Participating VRDN Series 2019 XF0782, 1.6% 2/15/2050 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
230,000
|
230,000
|
|
|
Michigan Fin Auth Rev Participating VRDN Series 2023 XF1667, 1.6% 11/15/2048 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
2,250,000
|
2,250,000
|
|
|
Michigan Finance Authority Participating VRDN Series 2025 XG0634, 1.62% 3/1/2051 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
2,600,000
|
2,600,000
|
|
|
Michigan Hsg Dev Auth Rent Hsg Rev Participating VRDN 2.88% 6/1/2044 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
7,795,000
|
7,795,000
|
|
|
Michigan St Hosp Fin Auth Rev Participating VRDN 1.6% 11/15/2047 (Liquidity Facility Morgan Stanley Bank NA) (b)(c)
|
2,500,000
|
2,500,000
|
|
|
TOTAL MICHIGAN
|
80,975,000
|
||
|
Minnesota - 0.2%
|
|||
|
Duluth Econ Dev Auth Health Care Facs Rev Participating VRDN Series 2023 XG0523, 1.61% 2/15/2058 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
4,685,000
|
4,685,000
|
|
|
Missouri - 0.7%
|
|||
|
Missouri Health & Edl Facilities Auth Participating VRDN Series 2023 XF1611, 1.61% 11/15/2045 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)
|
3,750,000
|
3,750,000
|
|
|
Missouri Health & Edl Facilities Auth Rev Participating VRDN Series C 16, 1.62% 3/1/2045 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
7,800,000
|
7,800,000
|
|
|
Missouri Health & Edl Facs Rev Participating VRDN Series C 23, 1.61% 6/1/2045 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
3,200,000
|
3,200,000
|
|
|
Missouri Hlth & Edl Facs Rev Participating VRDN Series 2025 XF1841, 1.6% 4/1/2045 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
2,670,000
|
2,670,000
|
|
|
Missouri St Hsg Dev Commn Single Family Mtg Rev Participating VRDN Series 2025 XF1885, 1.6% 11/1/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
1,250,000
|
1,250,000
|
|
|
Montana Hlth Facs Auth Rev Participating VRDN 1.6% 11/15/2043 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
600,000
|
600,000
|
|
|
TOTAL MISSOURI
|
19,270,000
|
||
|
Nebraska - 0.1%
|
|||
|
Central Plains Energy Proj Rev Participating VRDN Series 2022 ZL0301, 1.62% 5/1/2053 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
145,000
|
145,000
|
|
|
Nebraska Invt Fin Auth Single Family Hsg Rev Participating VRDN Series 2024 YX1335, 1.6% 9/1/2054 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
1,910,000
|
1,910,000
|
|
|
TOTAL NEBRASKA
|
2,055,000
|
||
|
New York - 0.1%
|
|||
|
New York City Gen. Oblig. Participating VRDN 1.6% 9/1/2054 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
2,950,000
|
2,950,000
|
|
|
North Carolina - 0.2%
|
|||
|
Charlotte NC Arpt Rev Participating VRDN Series 2025 YX1402, 1.6% 7/1/2050 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
1,000,000
|
1,000,000
|
|
|
City of Durham NC Water & Sewer Utility System Revenue Participating VRDN Series 2026 XM1357, 1.6% 8/1/2055 (Liquidity Facility Morgan Stanley Bank NA) (b)(c)
|
3,600,000
|
3,600,000
|
|
|
TOTAL NORTH CAROLINA
|
4,600,000
|
||
|
Ohio - 0.2%
|
|||
|
Franklin Cnty OH Hosp Facs Rev Participating VRDN Series 2025 XF8110, 2.95% 11/1/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
1,800,000
|
1,800,000
|
|
|
Ohio Hosp Rev Rbc Participating VRDN Series C 18, 1.61% 1/15/2041 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
300,000
|
300,000
|
|
|
Ohio Housing Finance Agency Participating VRDN Series 2024 XF1762, 1.6% 9/1/2054 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
335,000
|
335,000
|
|
|
Ohio St Hsg Fin Agy Residential Mtg Rev Participating VRDN Series 2024 XL0540, 1.6% 9/1/2054 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
2,800,000
|
2,800,000
|
|
|
TOTAL OHIO
|
5,235,000
|
||
|
Oklahoma - 0.1%
|
|||
|
OK Dev Fin Auth health Sys Rev Participating VRDN Series 2026 YX1453, 1.62% 8/15/2043 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
3,790,000
|
3,790,000
|
|
|
Oregon - 0.3%
|
|||
|
Clackamas Cnty OR Sch Dist No 62 Participating VRDN Series 2023 XG0533, 1.61% 6/15/2049 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)
|
3,905,000
|
3,905,000
|
|
|
Deschutes Cnty OR Admin Sch Dist No 1 Participating VRDN Series 2026 CF7076, 1.6% 6/15/2039 (Liquidity Facility Citibank NA) (b)(c)
|
4,265,000
|
4,265,000
|
|
|
Multinomah OR Adventist Health Participating VRDN 1.6% 3/1/2040 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
900,000
|
900,000
|
|
|
TOTAL OREGON
|
9,070,000
|
||
|
Pennsylvania - 1.0%
|
|||
|
Geisinger Auth PA Hlth Sys Rev Participating VRDN Series 2025 XF3344, 1.6% 2/15/2045 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
2,000,000
|
2,000,000
|
|
|
J P Morgan Chase Putters / Drivers Tr Var Sts Participating VRDN Series 5077, 1.6% 11/1/2064 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
9,400,000
|
9,400,000
|
|
|
Montgomery County Higher Ed & Health Auth Rev Participating VRDN Series 2023 XG0528, 1.61% 9/1/2048 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)
|
900,000
|
900,000
|
|
|
Pennsylvania Hsg Fin Agcy Multi Fam Hsg Dev Rev Participating VRDN 3% 9/19/2027 (Liquidity Facility Mizuho Capital Markets LLC) (b)(c)
|
2,600,000
|
2,600,000
|
|
|
Pennsylvania Turnpike Commission Participating VRDN Series 2025 XG0626, 1.6% 12/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
400,000
|
400,000
|
|
|
Philadelphia PA Auth For Indl Dev Hosp Rev Participating VRDN Series 2025 XL0621, 2.95% 7/1/2053 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
7,100,000
|
7,100,000
|
|
|
Philadelphia PA Wtr & Wastewtr Rev Participating VRDN Series 2025 XM1300, 1.6% 9/1/2053 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
300,000
|
300,000
|
|
|
Philadelphia School District Participating VRDN Series 2023 XG0536, 1.6% 9/1/2048 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
2,500,000
|
2,500,000
|
|
|
Thomas Jefferson University Participating VRDN Series 2024 XF1769, 1.6% 11/1/2054 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
900,000
|
900,000
|
|
|
TOTAL PENNSYLVANIA
|
26,100,000
|
||
|
South Carolina - 0.5%
|
|||
|
J P Morgan Chase Putters / Drivers Tr Var Sts Participating VRDN 1.6% 5/1/2048 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
5,800,000
|
5,800,000
|
|
|
Patriots Energy Group Fing Agcy Participating VRDN Series 2023 XG0539, 1.6% 2/1/2054 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
3,750,000
|
3,750,000
|
|
|
South Carolina Jobs Eda Hosp Participating VRDN 1.6% 11/1/2046 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
1,500,000
|
1,500,000
|
|
|
South Carolina Pub Svc Auth Rev Participating VRDN Series 2023 XF1548, 1.6% 12/1/2047 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
3,000,000
|
3,000,000
|
|
|
TOTAL SOUTH CAROLINA
|
14,050,000
|
||
|
Tennessee - 0.1%
|
|||
|
Chattanooga TN Commonspirit Health Participating VRDN Series 2025 XG0611, 1.6% 8/1/2049 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
1,970,000
|
1,970,000
|
|
|
Metropolitan Govt Nashville & Davidson Cnty TN Gen. Oblig. Participating VRDN Series 2025 CF7031, 1.6% 1/1/2042 (Liquidity Facility Citibank NA) (b)(c)
|
1,400,000
|
1,400,000
|
|
|
TOTAL TENNESSEE
|
3,370,000
|
||
|
Texas - 2.5%
|
|||
|
Board of Regents of the University of Texas System Participating VRDN Series 2025 XF3401, 1.6% 8/15/2051 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
3,095,000
|
3,095,000
|
|
|
Harris Cnty TX Cultural Ed Facs Fin Corp Rev Participating VRDN Series 2023 XF3203, 1.72% 7/1/2052 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
600,000
|
600,000
|
|
|
Harris Cnty TX Flood Ctl Dist Gen. Oblig. Participating VRDN 1.6% 10/1/2046 (Liquidity Facility Citibank NA) (b)(c)
|
1,300,000
|
1,300,000
|
|
|
Harris Cnty TX Gen. Oblig. Participating VRDN 1.6% 9/15/2048 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
2,160,000
|
2,160,000
|
|
|
Harris County Children's Hosp Participating VRDN Series E 149, 1.6% 10/1/2041 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
1,700,000
|
1,700,000
|
|
|
Lamar TX Isd Participating VRDN Series 2023 XM1103, 2.95% 2/15/2058 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
2,500,000
|
2,500,000
|
|
|
Lamar TX Isd Participating VRDN Series 2025 XF3446, 1.62% 2/15/2058 (Liquidity Facility Morgan Stanley Bank NA) (b)(c)
|
1,700,000
|
1,700,000
|
|
|
Lamar TX Isd Participating VRDN Series 2025 XX1391, 1.6% 2/15/2058 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
900,000
|
900,000
|
|
|
Lamar TX Isd Participating VRDN Series 2026 XF8135, 1.6% 2/15/2061 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
1,100,000
|
1,100,000
|
|
|
Las Varas TX Multi Fam Hsg Auth Participating VRDN Series 2024 MIZ9171, 3% 9/26/2027 (Liquidity Facility Mizuho Capital Markets LLC) (b)(c)
|
4,890,000
|
4,890,000
|
|
|
Leander Independent School District Participating VRDN Series 2025 XM1327, 2.95% 8/15/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
3,430,000
|
3,430,000
|
|
|
Los Angeles CA Multi Fam Mtg Rev Participating VRDN Series 2024 MIZ9195, 1.67% 7/1/2063 (Liquidity Facility Mizuho Capital Markets LLC) (b)(c)
|
3,400,000
|
3,400,000
|
|
|
Lubbock TX Indpt Sch Dist Participating VRDN Series 2026 XF8121, 2.95% 2/15/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
2,000,000
|
2,000,000
|
|
|
North Ft Bend Wtr Auth Tex Wtrsys Rev Participating VRDN Series 2023 XL0422, 1.68% 12/15/2058 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
215,000
|
215,000
|
|
|
Northwest Tex Indpt Sch Dist Participating VRDN Series 2025 XF1975, 1.6% 2/15/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
1,500,000
|
1,500,000
|
|
|
Port Arthur TX Indpt Sch Dist Participating VRDN Series 2025 XF8115, 2.95% 2/15/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
3,900,000
|
3,900,000
|
|
|
Princeton TX Indpt Sch Dist Participating VRDN Series 2023 XF3192, 1.59% 2/15/2053 (Liquidity Facility Morgan Stanley Bank NA) (b)(c)
|
3,125,000
|
3,125,000
|
|
|
Prosper Tex Indpt Sch Dist Participating VRDN Series 2025 XF3417, 1.6% 2/15/2055 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
2,655,000
|
2,655,000
|
|
|
Rbc Mun Prods Inc Tr Var Sts Participating VRDN 1.6% 2/15/2056 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
2,010,000
|
2,010,000
|
|
|
Rbc Mun Prods Inc Tr Var Sts Participating VRDN Series G 129, 1.6% 3/1/2049 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
2,400,000
|
2,400,000
|
|
|
San Antonio TX Elec & Gas Rev Participating VRDN 2.95% 2/1/2046 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
2,100,000
|
2,100,000
|
|
|
San Antonio TX Gen. Oblig. Participating VRDN 1.6% 8/1/2039 (Liquidity Facility Citibank NA) (b)(c)
|
1,200,000
|
1,200,000
|
|
|
Tarrant County Cultural Ed Facilities Fin Corp Rev Participating VRDN Series 2022 XG0399, 1.6% 7/1/2053 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
3,750,000
|
3,750,000
|
|
|
Tender Opt Bd Tr Rcpts / Ctfs Var Sts Participating VRDN Series 2026 XM1364, 1.6% 8/1/2057 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
2,665,000
|
2,665,000
|
|
|
Texas Wtr Dev Brd Participating VRDN Series 2023 XF3154, 1.6% 10/15/2051 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
2,000,000
|
2,000,000
|
|
|
Texas Wtr Dev Brd Participating VRDN Series 2023 ZF1678, 1.6% 10/15/2052 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
3,420,000
|
3,420,000
|
|
|
Texas Wtr Dev Brd Participating VRDN Series 2025 ZL0662, 1.6% 10/15/2059 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
1,640,000
|
1,640,000
|
|
|
Travis TX Hog Eye Apts Participating VRDN Series 2024 MIZ9197, 3% 2/1/2068 (Liquidity Facility Mizuho Capital Markets LLC) (b)(c)
|
2,900,000
|
2,900,000
|
|
|
Waller TX Indpt Sch Dist Participating VRDN Series 2025 XG0596, 1.6% 2/15/2048 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
3,405,000
|
3,405,000
|
|
|
TOTAL TEXAS
|
67,660,000
|
||
|
Utah - 0.1%
|
|||
|
Tender Opt Bd Tr Rcpts / Ctfs Var Sts Participating VRDN Series 2025 XF1958, 1.6% 6/1/2050 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
3,080,000
|
3,080,000
|
|
|
Virginia - 0.5%
|
|||
|
Norfolk Econ Dev Health Care Facs Participating VRDN 1.61% 11/1/2043 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
3,000,000
|
3,000,000
|
|
|
Suffolk Econ Dev Auth Hosp Facs Rev Participating VRDN Series 2020 MIZ9025, 1.67% 11/1/2035 (Liquidity Facility Mizuho Capital Markets LLC) (b)(c)
|
7,600,000
|
7,600,000
|
|
|
Virginia Small Business Fing Auth Healthcare Facs Rev Participating VRDN 3% 12/1/2049 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
3,500,000
|
3,500,000
|
|
|
TOTAL VIRGINIA
|
14,100,000
|
||
|
Washington - 0.3%
|
|||
|
King Cnty Wa Pub Hosp Dist 002 Participating VRDN Series 2026 XL0741, 2.9% 12/1/2054 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
3,310,000
|
3,310,000
|
|
|
Multicare Health Sys Participating VRDN Series E 153, 1.6% 8/15/2044 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
3,600,000
|
3,600,000
|
|
|
Washington Health Care Facs Auth Rev Participating VRDN Series 2023 XF1514, 1.61% 10/1/2044 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)
|
2,025,000
|
2,025,000
|
|
|
TOTAL WASHINGTON
|
8,935,000
|
||
|
West Virginia - 0.2%
|
|||
|
West Virginia Hosp Fin Auth Hosp Rev Participating VRDN Series 2023 XF1537, 1.61% 6/1/2053 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)
|
5,520,000
|
5,520,000
|
|
|
Wisconsin - 0.8%
|
|||
|
Wisconsin Health & Edl Facilities Auth Rev Participating VRDN 2.94% 2/15/2040 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
21,100,000
|
21,100,000
|
|
|
TOTAL TENDER OPTION BOND
(Cost $505,111,000)
|
505,111,000
|
||
|
Variable Rate Demand Note - 78.1%
|
|||
|
Principal
Amount (a)
|
Value ($)
|
||
|
Alabama - 3.6%
|
|||
|
Columbia AL Indl Dev Brd Pcr (Alabama Power & Light Proj.) Series 2014A, 2.88% 12/1/2037 VRDN (c)
|
53,505,000
|
53,505,000
|
|
|
Columbia AL Indl Dev Brd Pcr (Alabama Power & Light Proj.) Series 2014B, 2.88% 12/1/2037 VRDN (c)
|
33,100,000
|
33,100,000
|
|
|
Eutaw AL Idl Dev Bd Pln Ctl Rv (Alabama Power & Light Proj.) 2.88% 6/1/2028 VRDN (c)
|
9,700,000
|
9,700,000
|
|
|
TOTAL ALABAMA
|
96,305,000
|
||
|
Alaska - 1.0%
|
|||
|
Valdez Alaska Marine Term Rev (Conocophillips Company Proj.) 1.59% 3/1/2035 (ConocoPhillips Guaranteed) VRDN (c)
|
4,600,000
|
4,600,000
|
|
|
Valdez Alaska Marine Term Rev (Conocophillips Company Proj.) 1.59% 5/1/2031 (ConocoPhillips Guaranteed) VRDN (c)
|
20,000,000
|
20,000,000
|
|
|
Valdez Alaska Marine Term Rev (Exxon Pipeline Co Proj.) 2.85% 12/1/2033 (Exxon Mobil Corp Guaranteed) VRDN (c)
|
2,700,000
|
2,700,000
|
|
|
TOTAL ALASKA
|
27,300,000
|
||
|
Arizona - 1.2%
|
|||
|
Arizona Brd Regents AZ St Univ Sys Rev (Arizona St Univ Revs Proj.) Series 2025C, 1.55% 7/1/2055 VRDN (c)
|
6,800,000
|
6,800,000
|
|
|
Arizona Indl Dev Auth Hosp Rev (Phoenix Childrens Hospital Proj.) Series 2019 A, 2.8% 2/1/2048, LOC TD Bank NA VRDN (c)
|
11,130,000
|
11,130,000
|
|
|
Arizona Indl Dev Auth Hosp Rev (Phoenix Childrens Hospital Proj.) Series 2019B, 2.8% 2/1/2048, LOC TD Bank NA VRDN (c)
|
1,255,000
|
1,255,000
|
|
|
Maricopa Cnty Ariz Indl Dev Auth Hosp Rev (Honorhealth Proj.) Series 2024B, 2.85% 12/1/2048, LOC JPMorgan Chase Bank NA VRDN (c)
|
4,700,000
|
4,700,000
|
|
|
Maricopa Cnty Ariz Indl Dev Auth Hosp Rev (Honorhealth Proj.) Series 2024C, 1.55% 12/1/2054, LOC Royal Bank of Canada VRDN (c)
|
3,025,000
|
3,025,000
|
|
|
Maricopa Cnty AZ Pollution Ctl (Arizona Public Service Co Proj.) 1.77% 5/1/2029 VRDN (c)
|
6,300,000
|
6,300,000
|
|
|
Maricopa Cnty AZ Pollution Ctl (Arizona Public Service Co Proj.) 1.82% 5/1/2029 VRDN (c)
|
200,000
|
200,000
|
|
|
TOTAL ARIZONA
|
33,410,000
|
||
|
Colorado - 0.9%
|
|||
|
Colorado Health Facilities Authority (Childrens Hospital Assoc, Co Proj.) Series 2020B, 1.45% 12/1/2052, LOC TD Bank NA VRDN (c)
|
7,300,000
|
7,300,000
|
|
|
University of Colorado Hospital Authority Series 2018B, 2.8% 11/15/2035 VRDN (c)
|
16,265,000
|
16,265,000
|
|
|
TOTAL COLORADO
|
23,565,000
|
||
|
Connecticut - 1.5%
|
|||
|
Conn St Hsg Fin Auth (CT Hsg Mortgage Proj.) 1.57% 11/15/2048 (Liquidity Facility TD Bank NA) VRDN (c)
|
1,200,000
|
1,200,000
|
|
|
Conn St Hsg Fin Auth (CT Hsg Mortgage Proj.) Series 2018 B 3, 1.55% 11/15/2048 (Liquidity Facility Royal Bank of Canada) VRDN (c)
|
1,025,000
|
1,025,000
|
|
|
Connecticut St Health & Edl Facs Auth Revenue (Yale University Proj.) 1.6% 7/1/2042 VRDN (c)
|
1,960,000
|
1,960,000
|
|
|
Connecticut St Health & Edl Facs Auth Revenue (Yale-New Haven Hospital Inc Proj.) Series 2024C 1, 1.55% 7/1/2060 VRDN (c)
|
3,200,000
|
3,200,000
|
|
|
Connecticut St Health & Edl Facs Auth Revenue (Yale-New Haven Hospital Inc Proj.) Series 2024C 2, 1.3% 7/1/2060 VRDN (c)
|
14,990,000
|
14,990,000
|
|
|
Connecticut St Hsg Fin Auth Hsg Mtg Fin Prog (CT Hsg Mortgage Proj.) 1.55% 11/15/2052 (Liquidity Facility Sumitomo Mitsui Banking Corp/New York) VRDN (c)
|
1,000,000
|
1,000,000
|
|
|
Connecticut State Health & Educational Facilities Authority (Yale-New Haven Hospital Inc Proj.) Series O, 1.3% 7/1/2053 VRDN (c)
|
17,535,000
|
17,535,000
|
|
|
TOTAL CONNECTICUT
|
40,910,000
|
||
|
Delaware - 0.0%
|
|||
|
Delaware St Econ Dev Auth Rev (Delmarva Power & Light Proj.) 1.76% 10/1/2028 VRDN (c)
|
800,000
|
800,000
|
|
|
District Of Columbia - 0.3%
|
|||
|
District Columbia Hsg Fin Mult (Park 7 Gp Llc Proj.) Series 2012, 1.6% 2/1/2046, LOC Freddie Mac Non Gold Pool VRDN (c)
|
1,880,000
|
1,880,000
|
|
|
District Columbia Rev (Childrens National Med Ctr, Dc Proj.) Series 2025, 1.64% 7/15/2049, LOC Truist Bank VRDN (c)
|
6,100,000
|
6,100,000
|
|
|
TOTAL DISTRICT OF COLUMBIA
|
7,980,000
|
||
|
Florida - 2.3%
|
|||
|
Escambia Cnty FL Solid Wste (Florida Pwr & Lt Co Proj.) Series 2ND, 1.4% 4/1/2039 VRDN (c)
|
3,300,000
|
3,300,000
|
|
|
Escambia Cnty FL Solid Wste (Florida Pwr & Lt Co Proj.) Series FIRST 2009, 1.7% 4/1/2039 VRDN (c)
|
3,800,000
|
3,800,000
|
|
|
FL Pcr Power And Light (Florida Pwr & Lt Co Proj.) 1.7% 5/1/2029 VRDN (c)
|
2,500,000
|
2,500,000
|
|
|
Gainesville FL Utils Sys Rev Series 2019C, 2.9% 10/1/2047, LOC Bank of America NA VRDN (c)
|
15,400,000
|
15,400,000
|
|
|
Highlands County Health Facilities Authority (Advent Health Proj.) 1.55% 11/15/2033 VRDN (c)
|
3,100,000
|
3,100,000
|
|
|
Hillsborough Cnty Fla Indl Dev Auth Health Sys Rev (Baycare Health System Proj.) 1.27% 11/15/2042 (Liquidity Facility PNC Bank NA) VRDN (c)
|
18,800,000
|
18,800,000
|
|
|
Hillsborough Cnty Fla Indl Dev Auth Health Sys Rev (Baycare Health System Proj.) Series 2024 G, 1.55% 11/15/2044 (Liquidity Facility Royal Bank of Canada/New York NY) VRDN (c)
|
5,400,000
|
5,400,000
|
|
|
Lee County Industrial Development Authority/FL (Lee Mem Health Sys Fl Hosp Rev Proj.) Series 2026B, 2.85% 4/1/2065, LOC TD Bank NA VRDN (c)(d)
|
3,100,000
|
3,100,000
|
|
|
Orange Cnty FL Health Facs (Nemours Foundation Proj.) Series 2009B, 1.55% 1/1/2039, LOC TD Bank NA VRDN (c)
|
3,330,000
|
3,330,000
|
|
|
Palm Beach Cnty FL Rev (Raymond F Kravis Center For The Performing Arts Inc Proj.) 1.6% 7/1/2032, LOC Northern Trust CO Chicago VRDN (c)
|
3,110,000
|
3,110,000
|
|
|
TOTAL FLORIDA
|
61,840,000
|
||
|
Georgia - 2.2%
|
|||
|
Burke Cnty GA Dev Auth Pcr (Georgia Power Co Proj.) 2.9% 7/1/2049 VRDN (c)
|
18,900,000
|
18,900,000
|
|
|
Burke Cnty GA Dev Auth Pcr (Georgia Power Co Proj.) Series 2018, 2.9% 11/1/2052 VRDN (c)
|
7,300,000
|
7,300,000
|
|
|
Coweta Cnty GA Dev Au Poll Ctl (Georgia Power Co Proj.) 2.95% 6/1/2032 VRDN (c)
|
3,600,000
|
3,600,000
|
|
|
Effingham Cnty GA Indl Dev Auth Pollution Ctl Rev (Georgia Power Co Proj.) 2.95% 2/1/2038 VRDN (c)
|
11,400,000
|
11,400,000
|
|
|
Heard Cnty GA Dev Auth Poll Cont Rev (Georgia Power Co Proj.) 2.9% 9/1/2029 VRDN (c)
|
9,300,000
|
9,300,000
|
|
|
Monroe Cnty GA Dev Auth Pcr (Florida Pwr & Lt Co Proj.) Series 2010 1, 1.65% 6/1/2049 VRDN (c)
|
500,000
|
500,000
|
|
|
Monroe Cnty GA Dev Auth Pcr (Florida Pwr & Lt Co Proj.) Series FIRST 2002, 1.69% 9/1/2037 VRDN (c)
|
1,900,000
|
1,900,000
|
|
|
Monroe Cnty GA Dev Auth Pcr (Georgia Power Co Proj.) 2.95% 4/1/2032 VRDN (c)
|
6,900,000
|
6,900,000
|
|
|
TOTAL GEORGIA
|
59,800,000
|
||
|
Illinois - 1.0%
|
|||
|
Illinois Dev Fin Auth Rev (Glenwood School For Boys, Il Proj.) 1.85% 2/1/2033, LOC Northern Trust CO Chicago VRDN (c)
|
700,000
|
700,000
|
|
|
Illinois Fin Auth Rev (Illinois College Proj.) 1.55% 10/1/2030, LOC US Bank NA/Cincinnati OH VRDN (c)
|
4,695,000
|
4,695,000
|
|
|
Illinois Fin Auth Rev (Little Co Mary Sis Hltcr Sy,Il Proj.) 1.57% 8/15/2035, LOC TD Bank NA VRDN (c)
|
1,090,000
|
1,090,000
|
|
|
Illinois Fin Auth Rev (University Of Chicago Hosps,Il Proj.) 2.8% 8/1/2043, LOC TD Bank NA VRDN (c)
|
5,800,000
|
5,800,000
|
|
|
Illinois Fin Auth Rev (University Of Chicago Hosps,Il Proj.) 2.8% 8/1/2044, LOC TD Bank NA VRDN (c)
|
9,620,000
|
9,620,000
|
|
|
Lake Cnty Ill Multifamily Hsg Rev (Whispering Oaks Associates Lp Proj.) 1.6% 11/1/2045, LOC Freddie Mac Non Gold Pool VRDN (c)
|
5,200,000
|
5,200,000
|
|
|
TOTAL ILLINOIS
|
27,105,000
|
||
|
Indiana - 4.9%
|
|||
|
Indiana Fin Auth Health Sys Rev (Franciscan Alliance Proj.) Series 2026 B, 2.85% 11/1/2056 (Liquidity Facility Bank of America NA) VRDN (c)
|
26,600,000
|
26,600,000
|
|
|
Indiana Fin Auth Health Sys Rev (Franciscan Alliance Proj.) Series 2026C, 2.85% 11/1/2056 (Liquidity Facility Bank of America NA) VRDN (c)
|
15,610,000
|
15,610,000
|
|
|
Indiana St Fin Auth Environmental Rev (Arcelormittal Sa Luxembourg Proj.) 1.61% 6/1/2035, LOC Cooperatieve Rabobank UA/NY VRDN (c)
|
1,500,000
|
1,500,000
|
|
|
Indiana St Fin Auth Environmental Rev (Duke Energy Ind Inc Proj.) 2.85% 10/1/2040, LOC Sumitomo Mitsui Banking Corp/New York VRDN (c)
|
10,845,000
|
10,845,000
|
|
|
Indiana St Fin Auth Environmental Rev (Duke Energy Ind Inc Proj.) 2.85% 12/1/2039, LOC Sumitomo Mitsui Banking Corp/New York VRDN (c)
|
4,825,000
|
4,825,000
|
|
|
Indiana St Fin Auth Rev (Ascension Health Credit Group Proj.) Series 2025 D 2, 1.6% 11/15/2054 VRDN (c)
|
49,320,000
|
49,320,000
|
|
|
Indiana St Fin Auth Rev (Ascension Health Credit Group Proj.) Series 2025 D1, 1.55% 11/15/2054 VRDN (c)
|
12,300,000
|
12,300,000
|
|
|
Indiana St Fin Auth Rev (Trinity Health Proj.) 1.58% 12/1/2034 VRDN (c)
|
11,300,000
|
11,300,000
|
|
|
TOTAL INDIANA
|
132,300,000
|
||
|
Iowa - 2.0%
|
|||
|
Iowa Fin Auth Health Facs Rev (Unitypoint Health Proj.) Series 2013B 1, 2.8% 2/15/2039, LOC TD Bank NA VRDN (c)
|
14,510,000
|
14,510,000
|
|
|
Iowa Fin Auth Health Facs Rev (Unitypoint Health Proj.) Series 2013B 2, 2.8% 2/15/2039, LOC TD Bank NA VRDN (c)
|
11,700,000
|
11,700,000
|
|
|
Iowa Fin Auth Pollutn Ctl Fac Rev (Midamerican Energy Co Proj.) Series 2016A, 1.67% 9/1/2036 VRDN (c)
|
7,600,000
|
7,600,000
|
|
|
Iowa Fin Auth Rev (Unitypoint Health Proj.) Series 2018 F, 2.8% 7/1/2041, LOC TD Bank NA VRDN (c)
|
19,610,000
|
19,610,000
|
|
|
TOTAL IOWA
|
53,420,000
|
||
|
Kansas - 0.5%
|
|||
|
Burlington Kans Envr Imprv Rev (Evergy Kansas Metro Proj.) 1.72% 9/1/2035 VRDN (c)
|
4,200,000
|
4,200,000
|
|
|
Burlington Kans Envr Imprv Rev (Evergy Kansas Metro Proj.) 1.72% 9/1/2035 VRDN (c)
|
2,650,000
|
2,650,000
|
|
|
LA Cygne KS Pollution Ctl Rev (Evergy Kansas South Proj.) 1.7% 4/15/2027 VRDN (c)
|
3,040,000
|
3,040,000
|
|
|
St Marys Kans Pollutn Ctl Rev (Evergy Kansas South Proj.) 1.7% 4/15/2032 VRDN (c)
|
900,000
|
900,000
|
|
|
Wamego Kansas Pcr (Evergy Kansas South Proj.) 1.7% 4/15/2032 VRDN (c)
|
1,600,000
|
1,600,000
|
|
|
TOTAL KANSAS
|
12,390,000
|
||
|
Kentucky - 1.7%
|
|||
|
Kentucky Bond Development Corp (Baptist Health Obligated Group Proj.) Series 2025 B, 2.9% 8/15/2055, LOC Truist Bank VRDN (c)
|
21,725,000
|
21,725,000
|
|
|
Louisville & Jefferson Cnty KY Metro Govt Health Sys Rev (Norton Healthcare Inc Proj.) 1.5% 10/1/2039, LOC PNC Bank NA VRDN (c)
|
6,155,000
|
6,155,000
|
|
|
Louisville & Jefferson Cnty KY Metro Govt Health Sys Rev (Norton Healthcare Inc Proj.) Series 2023C, 2.9% 10/1/2053, LOC Truist Bank VRDN (c)
|
6,255,000
|
6,255,000
|
|
|
Louisville & Jefferson Cnty KY Metro Govt Health Sys Rev (Norton Healthcare Inc Proj.) Series 2023D, 2.9% 10/1/2053, LOC Truist Bank VRDN (c)
|
10,400,000
|
10,400,000
|
|
|
TOTAL KENTUCKY
|
44,535,000
|
||
|
Louisiana - 4.7%
|
|||
|
East Baton Rouge Parish LA Inc Indl Dev Brd Rev (Exxon Capital Ventures Inc Proj.) 2.85% 8/1/2035 (Exxon Mobil Corp Guaranteed) VRDN (c)
|
17,455,000
|
17,455,000
|
|
|
Louisiana Pub Fac Auth Hsp Rev (Louisiana Childrens Medical Center Proj.) Series 2017B, 1.59% 9/1/2057, LOC TD Bank NA VRDN (c)
|
16,100,000
|
16,100,000
|
|
|
Louisiana Pub Facs Auth Rev (Air Products & Chemicals Inc Proj.) 1.64% 12/1/2039 VRDN (c)
|
10,000,000
|
10,000,000
|
|
|
Louisiana Pub Facs Auth Rev (Air Products & Chemicals Inc Proj.) 1.64% 8/1/2049 VRDN (c)
|
46,000,000
|
46,000,000
|
|
|
Louisiana Pub Facs Auth Rev (Christus Health Proj.) 1.3% 7/1/2047, LOC Sumitomo Mitsui Banking Corp/New York VRDN (c)
|
6,300,000
|
6,300,000
|
|
|
Louisiana St Gas & Fuel Tax Rv 2.8% 5/1/2043, LOC TD Bank NA VRDN (c)
|
7,570,000
|
7,570,000
|
|
|
Louisiana St Gas & Fuel Tax Rv 2.8% 5/1/2043, LOC Toronto-Dominion Bank/NY VRDN (c)
|
15,030,000
|
15,030,000
|
|
|
Louisiana St Gas & Fuel Tax Rv 2.8% 5/1/2043, LOC Toronto-Dominion Bank/NY VRDN (c)
|
4,265,000
|
4,265,000
|
|
|
St James Parish LA Rev (Nucor Corp Proj.) 1.75% 11/1/2040 VRDN (c)
|
3,300,000
|
3,300,000
|
|
|
St James Parish LA Rev (Nucor Corp Proj.) 1.82% 11/1/2040 VRDN (c)
|
1,175,000
|
1,175,000
|
|
|
TOTAL LOUISIANA
|
127,195,000
|
||
|
Maryland - 0.2%
|
|||
|
Montgomery Cnty MD Hsg Oppt Rv 1.57% 1/1/2049, LOC TD Bank NA VRDN (c)
|
4,140,000
|
4,140,000
|
|
|
Massachusetts - 0.2%
|
|||
|
Massachusetts Development Finance Agency (Childrens Hospital, Ma Proj.) Series 2024 U 1, 2.8% 3/1/2048, LOC TD Bank NA VRDN (c)
|
2,700,000
|
2,700,000
|
|
|
Massachusetts Development Finance Agency (Childrens Hospital, Ma Proj.) Series 2024 U 2, 2.8% 3/1/2048, LOC TD Bank NA VRDN (c)
|
2,000,000
|
2,000,000
|
|
|
Massachusetts St Wtr Res Auth Series 2025 E, 1.57% 8/1/2031 (Liquidity Facility TD Bank NA) VRDN (c)
|
2,000,000
|
2,000,000
|
|
|
TOTAL MASSACHUSETTS
|
6,700,000
|
||
|
Michigan - 2.6%
|
|||
|
Grand Traverse Cnty MI Hosp (Munson Healthcare Proj.) 1.59% 7/1/2041, LOC JPMorgan Chase Bank NA VRDN (c)
|
5,465,000
|
5,465,000
|
|
|
Michigan Finance Authority (Corewell Health Proj.) Series 2025D, 1.55% 1/15/2055 VRDN (c)
|
63,900,000
|
63,900,000
|
|
|
TOTAL MICHIGAN
|
69,365,000
|
||
|
Minnesota - 1.1%
|
|||
|
Minnesota Agricultural & Economic Development Board (Fairview Hsp & Hltcare Srv Sys Proj.) 2.85% 11/15/2065, LOC Bank of America NA VRDN (c)
|
29,300,000
|
29,300,000
|
|
|
Mississippi - 5.4%
|
|||
|
Mississippi Business Fin Corp Miss Gulf Opportunity Zone Indl Dev Rev (Chevron Corp New Proj.) 2.85% 11/1/2035 VRDN (c)
|
37,450,000
|
37,450,000
|
|
|
Mississippi Business Fin Corp Miss Gulf Opportunity Zone Indl Dev Rev (Chevron Corp New Proj.) 2.85% 11/1/2035 VRDN (c)
|
14,600,000
|
14,600,000
|
|
|
Mississippi Business Fin Corp Miss Gulf Opportunity Zone Indl Dev Rev (Chevron Corp New Proj.) 2.85% 11/1/2035 VRDN (c)
|
9,480,000
|
9,480,000
|
|
|
Mississippi Business Fin Corp Miss Gulf Opportunity Zone Indl Dev Rev (Chevron Corp New Proj.) 2.85% 11/1/2035 VRDN (c)
|
8,160,000
|
8,160,000
|
|
|
Mississippi Business Fin Corp Miss Gulf Opportunity Zone Indl Dev Rev (Chevron Corp New Proj.) 2.85% 11/1/2035 VRDN (c)
|
6,700,000
|
6,700,000
|
|
|
Mississippi Business Fin Corp Miss Gulf Opportunity Zone Indl Dev Rev (Chevron Corp New Proj.) 2.85% 11/1/2035 VRDN (c)
|
4,800,000
|
4,800,000
|
|
|
Mississippi Business Fin Corp Miss Gulf Opportunity Zone Indl Dev Rev (Chevron Usa Inc Proj.) 2.85% 12/1/2030 (Chevron Corp Guaranteed) VRDN (c)
|
28,055,000
|
28,055,000
|
|
|
Mississippi Business Fin Corp Miss Gulf Opportunity Zone Indl Dev Rev (Chevron Usa Inc Proj.) 2.85% 12/1/2030 (Chevron Corp Guaranteed) VRDN (c)
|
5,950,000
|
5,950,000
|
|
|
Mississippi Business Fin Corp Port Fac Rev (Chevron Usa Inc Proj.) Series 2023, 2.85% 6/1/2043 (Chevron Corp Guaranteed) VRDN (c)
|
21,000,000
|
21,000,000
|
|
|
Mississippi Dev Bank Spl Oblig (Jackson Cnty Ms Port Fac Rev Proj.) 2.85% 12/1/2039 (Chevron Corp Guaranteed) VRDN (c)
|
9,300,000
|
9,300,000
|
|
|
TOTAL MISSISSIPPI
|
145,495,000
|
||
|
New Hampshire - 0.1%
|
|||
|
National Fin Auth NH Health Care Facs Rev (Novant Health Inc Proj.) Series 2024 C, 1.64% 11/1/2064, LOC Truist Bank VRDN (c)
|
2,600,000
|
2,600,000
|
|
|
New York - 9.8%
|
|||
|
City of New York NY Gen. Oblig. 2.85% 5/1/2052 (Liquidity Facility State Street Bank & Trust Co) VRDN (c)
|
38,355,000
|
38,355,000
|
|
|
City of New York NY Gen. Oblig. Series 2014 D 4, 2.8% 8/1/2040, LOC TD Bank NA VRDN (c)
|
6,160,000
|
6,160,000
|
|
|
City of New York NY Gen. Oblig. Series FISCAL 2023A SUB A 3, 2.8% 9/1/2049 (Liquidity Facility Bank of Montreal/Chicago IL) VRDN (c)
|
20,330,000
|
20,330,000
|
|
|
City of New York NY Gen. Oblig. Series FISCAL 2023A SUB A 4, 2.8% 9/1/2049 (Liquidity Facility Toronto Dominion Bank) VRDN (c)
|
17,145,000
|
17,145,000
|
|
|
City of New York NY Gen. Oblig. Series G 3, 2.8% 2/1/2055 (Liquidity Facility TD Bank NA) VRDN (c)
|
15,320,000
|
15,320,000
|
|
|
Metropolitan Transn Auth NY Rv 2.85% 11/1/2030, LOC Bank of America NA VRDN (c)
|
3,500,000
|
3,500,000
|
|
|
Metropolitan Transn Auth NY Rv Series 2015 E 3, 2.85% 11/15/2050, LOC Bank of America NA VRDN (c)
|
17,185,000
|
17,185,000
|
|
|
Metropolitan Transn Auth NY Rv Series SUB 2012G 3, 2.9% 11/1/2031, LOC Royal Bank of Canada/New York NY VRDN (c)
|
18,130,000
|
18,130,000
|
|
|
New York NY City Indl Dev Agy (Various Capital Projects) 2.85% 5/1/2033, LOC Bank of America NA VRDN (c)
|
6,595,000
|
6,595,000
|
|
|
New York NY City Transitional Fin Auth Rev Series 2013 FISCAL A 7, 1.55% 8/1/2039 (Liquidity Facility State Street Bank & Trust Co) VRDN (c)
|
3,250,000
|
3,250,000
|
|
|
New York NY City Transitional Fin Auth Rev Series 2015 E 4, 2.85% 2/1/2045 (Liquidity Facility Bank of America NA) VRDN (c)
|
4,505,000
|
4,505,000
|
|
|
New York NY City Transitional Fin Auth Rev Series 2016, 2.85% 8/1/2041 (Liquidity Facility Bank of America NA) VRDN (c)
|
1,200,000
|
1,200,000
|
|
|
New York NY City Transitional Fin Auth Rev Series A 4, 2.8% 8/1/2043 (Liquidity Facility Mizuho Bank Ltd/New York NY) VRDN (c)
|
8,285,000
|
8,285,000
|
|
|
New York NY City Transitional Fin Auth Rev Series A-3, 2.86% 8/1/2043 (Liquidity Facility Mizuho Bank Ltd/New York NY) VRDN (c)
|
14,700,000
|
14,700,000
|
|
|
New York NY Cty Muni Wtr Fin Auth 2.8% 6/15/2043 (Liquidity Facility TD Bank NA) VRDN (c)
|
1,470,000
|
1,470,000
|
|
|
New York NY Cty Muni Wtr Fin Auth Series 2014 AA 3, 2.8% 6/15/2049 (Liquidity Facility TD Bank NA) VRDN (c)
|
18,865,000
|
18,865,000
|
|
|
New York NY Cty Muni Wtr Fin Auth Series 2015 BB 2, 2.85% 6/15/2049 (Liquidity Facility Mizuho Bank Ltd/New York NY) VRDN (c)
|
11,280,000
|
11,280,000
|
|
|
New York NY Cty Muni Wtr Fin Auth Series BB 1, 2.85% 6/15/2049 (Liquidity Facility Bank of America NA) VRDN (c)
|
4,400,000
|
4,400,000
|
|
|
New York NY Cty Muni Wtr Fin Auth Series BB 1A, 2.95% 6/15/2049 (Liquidity Facility State Street Bank & Trust Co) VRDN (c)
|
7,945,000
|
7,945,000
|
|
|
New York NY Cty Muni Wtr Fin Auth Series BB 1B, 2.95% 6/15/2049 (Liquidity Facility State Street Bank & Trust Co) VRDN (c)
|
18,885,000
|
18,885,000
|
|
|
New York NY Cty Muni Wtr Fin Auth Series BB 2, 2.8% 6/15/2049 (Liquidity Facility State Street Bank & Trust Co) VRDN (c)
|
2,930,000
|
2,930,000
|
|
|
New York NY Cty Muni Wtr Fin Auth Series FISCAL 2025 SUB EE 1, 2.8% 6/15/2055 (Liquidity Facility TD Bank NA) VRDN (c)
|
1,475,000
|
1,475,000
|
|
|
NY Mta Dedicated Tax Fund Series 2008A 1, 2.8% 11/1/2031, LOC TD Bank NA VRDN (c)
|
12,875,000
|
12,875,000
|
|
|
Triborough Brdg & Tunl NY Revs Series 2005B 4A, 2.8% 1/1/2032, LOC TD Bank NA VRDN (c)
|
8,960,000
|
8,960,000
|
|
|
TOTAL NEW YORK
|
263,745,000
|
||
|
North Carolina - 2.7%
|
|||
|
Atrium Health (Carolinas Healthcare System Proj.) 2.8% 1/15/2044, LOC TD Bank NA VRDN (c)
|
41,670,000
|
41,670,000
|
|
|
Lower Cape Fear N C Wtr & Swr Auth Spl Fac Rev (Smithfield Foods Proj.) 1.65% 12/1/2034, LOC Cooperatieve Rabobank UA/NY VRDN (c)
|
1,000,000
|
1,000,000
|
|
|
North Carolina Housing Finance Agency (NC Homeownership Proj.) Series 55 B, 2.8% 1/1/2050 (Liquidity Facility TD Bank NA) VRDN (c)
|
11,380,000
|
11,380,000
|
|
|
North Carolina Med Care Commn Health Care Facs Rev (Firsthealth Of Carolinas Proj.) Series 2017C, 2.9% 10/1/2039, LOC Truist Bank VRDN (c)
|
10,100,000
|
10,100,000
|
|
|
North Carolina Med Care Commn Health Care Facs Rev (Firsthealth Of Carolinas Proj.) Series 2017D, 2.9% 10/1/2032, LOC Truist Bank VRDN (c)
|
7,600,000
|
7,600,000
|
|
|
TOTAL NORTH CAROLINA
|
71,750,000
|
||
|
Ohio - 6.7%
|
|||
|
Allen Cnty OH Hosp Facs Rev (Mercy Healthcare System Proj.) 2.9% 6/1/2034, LOC Truist Bank VRDN (c)
|
18,175,000
|
18,175,000
|
|
|
Cuyahoga Cnty OH Hlth Care Fac (The A.M. Mcgregor Home Proj.) Series 2014, 1.61% 5/1/2049, LOC Northern Trust CO Chicago VRDN (c)
|
1,765,000
|
1,765,000
|
|
|
Franklin Cnty OH Hosp Facs Rev (Nationwide Children'S Hospital Proj.) Series 2017 B, 1.45% 11/1/2052 (Liquidity Facility JPMorgan Chase Bank NA) VRDN (c)
|
2,410,000
|
2,410,000
|
|
|
Franklin Cnty OH Hosp Facs Rev (Ohiohealth Corporation Proj.) Series 2011D, 1.55% 11/15/2033 VRDN (c)
|
17,532,000
|
17,532,000
|
|
|
Franklin Cnty Ohio Hosp Rev (Ohiohealth Corporation Proj.) 1.6% 11/15/2041 (Liquidity Facility Barclays Bank PLC) VRDN (c)
|
60,110,000
|
60,110,000
|
|
|
Hamilton Cnty OH Hosp Facs Rev (Childrens Hosp Med Ctr Cinn,Oh Proj.) Series 2018 Z, 1.58% 5/15/2037 VRDN (c)
|
6,740,000
|
6,740,000
|
|
|
Hamilton Cnty OH Hosp Facs Rev (Childrens Hosp Med Ctr Cinn,Oh Proj.) Series 2018AA, 1.57% 5/15/2037 VRDN (c)
|
3,130,000
|
3,130,000
|
|
|
Hamilton Cnty OH Hosp Facs Rev (Christ Hospital, Oh Proj.) 1.5% 6/1/2027, LOC PNC Bank NA VRDN (c)
|
1,500,000
|
1,500,000
|
|
|
Ohio St Hosp Rev (University Hosp Hlth Sys, Oh Proj.) Series 2021D, 1.55% 1/15/2051, LOC US Bank NA/Cincinnati OH VRDN (c)
|
34,390,000
|
34,390,000
|
|
|
Ohio St Hosp Rev (University Hosp Hlth Sys, Oh Proj.) Series 2025B, 2.85% 1/15/2050, LOC JPMorgan Chase Bank NA VRDN (c)
|
21,900,000
|
21,900,000
|
|
|
Ohio St Parks & Rec Cap Facs (Ohio St Proj.) Series 2020 B, 1.6% 12/1/2040 VRDN (c)
|
12,865,000
|
12,865,000
|
|
|
TOTAL OHIO
|
180,517,000
|
||
|
Pennsylvania - 5.6%
|
|||
|
Del Cnty PA Ida Arpt Facs (United Parcel Service Inc Proj.) Series 2015, 2.85% 9/1/2045 VRDN (c)
|
17,500,000
|
17,500,000
|
|
|
Lancaster PA Indl Dev Auth Rev (Willow Valley Retirement Communities Proj.) 1.6% 12/1/2039, LOC PNC Bank NA VRDN (c)
|
1,500,000
|
1,500,000
|
|
|
Montgomery Co PA Rdv Ath Mlfml (Kbf Associates Proj.) 1.61% 8/15/2031, LOC Fannie Mae VRDN (c)
|
400,000
|
400,000
|
|
|
Pennsylvania Higher Educational Facilities Authority (Thomas Jefferson Univ-Abiington Proj.) 2.95% 11/1/2061, LOC Truist Bank VRDN (c)
|
15,000,000
|
15,000,000
|
|
|
Pennsylvania Higher Educational Facilities Authority (Thomas Jefferson Univ-Abiington Proj.) Series 2024 D3, 2.95% 11/1/2061, LOC Truist Bank VRDN (c)
|
25,895,000
|
25,895,000
|
|
|
Pennsylvania Higher Educational Facilities Authority (Thomas Jefferson Univ-Abiington Proj.) Series 2024D1, 2.85% 11/1/2061, LOC Bank of America NA VRDN (c)
|
21,500,000
|
21,500,000
|
|
|
Pennsylvania Higher Educational Facilities Authority (Thomas Jefferson Univ-Abiington Proj.) Series 2024D2, 2.9% 11/1/2061, LOC PNC Bank NA VRDN (c)
|
13,110,000
|
13,110,000
|
|
|
Pennsylvania St Higher Edl Rev (Susquehanna University Proj.) 1.5% 5/1/2031, LOC PNC Bank NA VRDN (c)
|
1,700,000
|
1,700,000
|
|
|
Pennsylvania St Higher Edl Rev (Univ Of Penn Health Systems Proj.) 1.58% 1/1/2038, LOC Bank of America NA VRDN (c)
|
29,800,000
|
29,800,000
|
|
|
Philadelphia PA Au Ind Dev Revs (Franklin Institute (The) Proj.) 1.67% 6/1/2026, LOC Bank of America NA VRDN (c)
|
465,000
|
465,000
|
|
|
Philadelphia PA Gen. Oblig. 1.64% 8/1/2031, LOC Truist Bank VRDN (c)
|
5,000,000
|
5,000,000
|
|
|
Southcentral PA Gen Auth Rev (Wellspan Health Group Proj.) Series 2025 B, 1.6% 6/1/2055 (Liquidity Facility TD Bank NA) VRDN (c)
|
19,000,000
|
19,000,000
|
|
|
TOTAL PENNSYLVANIA
|
150,870,000
|
||
|
South Carolina - 0.4%
|
|||
|
South Carolina Jobs-Economic Dev Auth Hosp Rev (Prisma Health Proj.) Series 2018B, 2.8% 5/1/2048, LOC TD Bank NA VRDN (c)
|
1,000,000
|
1,000,000
|
|
|
South Carolina Jobs-Economic Dev Auth Hosp Rev (Prisma Health Proj.) Series 2018C, 2.8% 5/1/2048, LOC TD Bank NA VRDN (c)
|
10,900,000
|
10,900,000
|
|
|
TOTAL SOUTH CAROLINA
|
11,900,000
|
||
|
Tennessee - 0.5%
|
|||
|
Clarksville TN Public Bldg Ath (Tennessee Muni Bond Fund Proj.) 2.93% 1/1/2033, LOC Bank of America NA VRDN (c)
|
120,000
|
120,000
|
|
|
Clarksville TN Public Bldg Ath (Tennessee Muni Bond Fund Proj.) 2.93% 11/1/2035, LOC Bank of America NA VRDN (c)
|
1,045,000
|
1,045,000
|
|
|
Clarksville TN Public Bldg Ath (Tennessee Muni Bond Fund Proj.) 2.93% 2/1/2038, LOC Bank of America NA VRDN (c)
|
5,245,000
|
5,245,000
|
|
|
Montgomery Cnty TN Pub Bldg Au 2.9% 2/1/2036, LOC Bank of America NA VRDN (c)
|
3,400,000
|
3,400,000
|
|
|
Montgomery Cnty TN Pub Bldg Au 2.9% 4/1/2032, LOC Bank of America NA VRDN (c)
|
200,000
|
200,000
|
|
|
Montgomery Cnty TN Pub Bldg Au 2.9% 7/1/2034, LOC Bank of America NA VRDN (c)
|
3,405,000
|
3,405,000
|
|
|
TOTAL TENNESSEE
|
13,415,000
|
||
|
Texas - 11.3%
|
|||
|
Board of Regents of the University of Texas System 1.45% 8/1/2056 (Liquidity Facility University of Texas Investment Management Company) VRDN (c)
|
28,300,000
|
28,300,000
|
|
|
Harris Cnty TX Cultural Ed Facs Fin Corp Rev (Methodist Healthcare Sys, Tx Proj.) Series 2025 A, 2.85% 12/1/2060 (Liquidity Facility Bank of America NA) VRDN (c)
|
6,000,000
|
6,000,000
|
|
|
Harris Cnty TX Cultural Ed Facs Fin Corp Rev (Methodist Healthcare Sys, Tx Proj.) Series 2025 D, 2.85% 12/1/2060 (Liquidity Facility Royal Bank of Canada/New York NY) VRDN (c)
|
50,775,000
|
50,775,000
|
|
|
Harris Cnty TX Cultural Ed Facs Fin Corp Rev (Methodist Healthcare Sys, Tx Proj.) Series 2025 E, 2.85% 12/1/2060 (Liquidity Facility Royal Bank of Canada/New York NY) VRDN (c)
|
24,350,000
|
24,350,000
|
|
|
Harris Cnty TX Cultural Ed Facs Fin Corp Rev (Methodist Healthcare Sys, Tx Proj.) Series 2025 F, 1.57% 12/1/2060 (Liquidity Facility Royal Bank of Canada/New York NY) VRDN (c)
|
4,200,000
|
4,200,000
|
|
|
Harris Cnty TX Cultural Ed Facs Fin Corp Rev (Methodist Healthcare Sys, Tx Proj.) Series 2025B, 2.85% 12/1/2060 (Liquidity Facility Bank of America NA) VRDN (c)
|
24,780,000
|
24,780,000
|
|
|
Harris Cnty TX Cultural Ed Facs Fin Corp Rev (Methodist Healthcare Sys, Tx Proj.) Series 2025G, 2.85% 12/1/2060 (Liquidity Facility PNC Bank NA) VRDN (c)
|
3,500,000
|
3,500,000
|
|
|
Harris Cnty TX Hosp Dist Rev 1.61% 2/15/2042, LOC JPMorgan Chase Bank NA VRDN (c)
|
5,200,000
|
5,200,000
|
|
|
Houston TX Util Sys Rev 1.59% 5/15/2034, LOC Royal Bank of Canada/New York NY VRDN (c)
|
34,100,000
|
34,100,000
|
|
|
Lower Nchs Vly Ath TX Idcrp Re (Exxon Capital Ventures Inc Proj.) 2.85% 11/1/2029 (Exxon Mobil Corp Guaranteed) VRDN (c)
|
26,575,000
|
26,575,000
|
|
|
Lower Neches Valley Auth Tex (Exxon Capital Ventures Inc Proj.) 2.85% 11/1/2038 (Exxon Mobil Corp Guaranteed) VRDN (c)
|
23,245,000
|
23,245,000
|
|
|
Lower Neches Valley Auth Tex (Exxon Capital Ventures Inc Proj.) 2.85% 11/1/2051 (Exxon Mobil Corp Guaranteed) VRDN (c)
|
4,000,000
|
4,000,000
|
|
|
Lower Neches Valley Auth Tex (Exxon Capital Ventures Inc Proj.) 2.85% 5/1/2046 (Exxon Mobil Corp Guaranteed) VRDN (c)
|
55,470,000
|
55,470,000
|
|
|
Port Arthur TX Navigation District (Total Petrochemicals &Refining Sa/Nv Proj.) 1.4% 3/1/2042 (TotalEnergies SE Guaranteed) VRDN (c)
|
3,100,000
|
3,100,000
|
|
|
Tarrant Cnty TX Cultural Ed Facs Fin Corp Rev (Christus Health Proj.) 1.3% 7/1/2047, LOC Sumitomo Mitsui Banking Corp/New York VRDN (c)
|
1,150,000
|
1,150,000
|
|
|
Texas State Gen. Oblig. 1.5% 6/1/2050 (Liquidity Facility JPMorgan Chase Bank NA) VRDN (c)
|
100,000
|
100,000
|
|
|
Texas State Gen. Oblig. 1.7% 12/1/2043 (Liquidity Facility State Street Bank & Trust Co) VRDN (c)
|
600,000
|
600,000
|
|
|
Texas State Gen. Oblig. 1.7% 6/1/2043 (Liquidity Facility State Street Bank & Trust Co) VRDN (c)
|
2,250,000
|
2,250,000
|
|
|
Texas State Gen. Oblig. 1.7% 6/1/2044 (Liquidity Facility State Street Bank & Trust Co) VRDN (c)
|
2,920,000
|
2,920,000
|
|
|
Texas State Gen. Oblig. 1.7% 6/1/2045 (Liquidity Facility State Street Bank & Trust Co) VRDN (c)
|
1,660,000
|
1,660,000
|
|
|
TOTAL TEXAS
|
302,275,000
|
||
|
Virginia - 1.2%
|
|||
|
Roanoke VA Economic Dev Auth Hosp Rev (Carilion Health System Proj.) Series 2020C, 2.8% 7/1/2052, LOC TD Bank NA VRDN (c)
|
6,700,000
|
6,700,000
|
|
|
VA Small Business Fing Auth Hosp Rev (Carilion Health System Proj.) Series 2008 A, 2.9% 7/1/2042, LOC Truist Bank VRDN (c)
|
7,140,000
|
7,140,000
|
|
|
VA Small Business Fing Auth Hosp Rev (Carilion Health System Proj.) Series 2008 B, 2.8% 7/1/2042, LOC TD Bank NA VRDN (c)
|
5,915,000
|
5,915,000
|
|
|
Winchester VA Economic Dev Auth Rev (Valley Health Proj.) Series 2024B 1, 2.9% 1/1/2054, LOC Truist Bank VRDN (c)
|
9,700,000
|
9,700,000
|
|
|
Winchester VA Economic Dev Auth Rev (Valley Health Proj.) Series 2024B 2, 2.9% 1/1/2054, LOC Truist Bank VRDN (c)
|
1,700,000
|
1,700,000
|
|
|
TOTAL VIRGINIA
|
31,155,000
|
||
|
Washington - 0.1%
|
|||
|
Washington St Hsg Fin Commn Multifamily Hsg Rev (Bitter Lake Village Associates Lp Proj.) 1.6% 12/15/2044, LOC Fannie Mae VRDN (c)
|
1,575,000
|
1,575,000
|
|
|
Washington St Hsg Fin Commn Multifamily Hsg Rev (Interurban Senior Living Associates Lp Proj.) 1.67% 7/1/2052, LOC Freddie Mac Non Gold Pool VRDN (c)
|
400,000
|
400,000
|
|
|
TOTAL WASHINGTON
|
1,975,000
|
||
|
West Virginia - 0.1%
|
|||
|
West Virginia St Hosp Fin Auth Hosp Rev (Cabell-Huntington Hsp, Wv Proj.) 1.72% 1/1/2034, LOC Truist Bank VRDN (c)
|
1,690,000
|
1,690,000
|
|
|
West Virginia St Hosp Fin Auth Hosp Rev (West Virginia United Health Sy Stem Proj.) Series 2018 C, 1.57% 6/1/2034, LOC TD Bank NA VRDN (c)
|
1,975,000
|
1,975,000
|
|
|
TOTAL WEST VIRGINIA
|
3,665,000
|
||
|
Wisconsin - 2.2%
|
|||
|
Wisconsin Health & Educational Facilities Authority (Froedtert Thedacare Proj.) Series 2021 B, 2.9% 4/1/2048 (Liquidity Facility US Bank NA/Cincinnati OH) VRDN (c)
|
10,300,000
|
10,300,000
|
|
|
Wisconsin St Health & Edl Facs (Various Capital Projects) 1.6% 8/15/2034, LOC JPMorgan Chase Bank NA VRDN (c)
|
3,250,000
|
3,250,000
|
|
|
Wisconsin St Health & Edl Facs Auth Rev (Froedtert Thedacare Proj.) Series 2025 C, 1.57% 4/1/2055 VRDN (c)
|
21,550,000
|
21,550,000
|
|
|
Wisconsin St Health & Edl Facs Auth Rev (Froedtert Thedacare Proj.) Series 2025 D, 1.55% 4/1/2055 VRDN (c)
|
24,000,000
|
24,000,000
|
|
|
TOTAL WISCONSIN
|
59,100,000
|
||
|
Wyoming - 0.1%
|
|||
|
Lincoln Cnty Wyo Pcr (Exxon Capital Ventures Inc Proj.) Series 2014, 2.85% 10/1/2044 (Exxon Mobil Corp Guaranteed) VRDN (c)
|
1,900,000
|
1,900,000
|
|
|
TOTAL VARIABLE RATE DEMAND NOTE
(Cost $2,098,722,000)
|
2,098,722,000
|
||
|
TOTAL INVESTMENT IN SECURITIES - 96.9%
(Cost $2,603,833,000)
|
2,603,833,000
|
|
NET OTHER ASSETS (LIABILITIES) - 3.1%
|
84,134,908
|
|
NET ASSETS - 100.0%
|
2,687,967,908
|
|
VRDN
|
-
|
VARIABLE RATE DEMAND NOTE (A debt instrument that is payable upon demand, either daily, weekly or monthly)
|
|
(a)
|
Amount is stated in United States dollars unless otherwise noted.
|
|
(b)
|
Provides evidence of ownership in one or more underlying municipal bonds. Coupon rates are determined by re-marketing agents based on current market conditions.
|
|
(c)
|
Coupon rates for floating and adjustable rate securities reflect the rates in effect at period end.
|
|
(d)
|
Security exempt from registration under Rule 144A of the Securities Act of 1933. These securities may be resold in transactions exempt from registration, normally to qualified institutional buyers. At the end of the period, the value of these securities amounted to $3,100,000 or 0.1% of net assets.
|
|
Valuation Inputs at Reporting Date:
|
||||
|
Description
|
Total ($)
|
Level 1 ($)
|
Level 2 ($)
|
Level 3 ($)
|
|
Investments in Securities:
|
||||
|
Tender Option Bond
|
505,111,000
|
-
|
505,111,000
|
-
|
|
Variable Rate Demand Note
|
2,098,722,000
|
-
|
2,098,722,000
|
-
|
|
Total Investments in Securities:
|
2,603,833,000
|
-
|
2,603,833,000
|
-
|
|
Statement of Assets and Liabilities
|
||||
|
As of May 31, 2026
|
||||
|
Assets
|
||||
|
Investment in securities, at value - See accompanying schedule:
Unaffiliated issuers (cost $2,603,833,000)
|
$
|
2,603,833,000
|
||
|
Cash
|
1,011
|
|||
|
Receivable for investments sold
|
83,130,402
|
|||
|
Interest receivable
|
6,698,921
|
|||
|
Other receivables
|
5,658
|
|||
|
Total assets
|
2,693,668,992
|
|||
|
Liabilities
|
||||
|
Payable for investments purchased
|
$
|
100,000
|
||
|
Distributions payable
|
5,595,428
|
|||
|
Other payables and accrued expenses
|
5,656
|
|||
|
Total liabilities
|
5,701,084
|
|||
|
Net Assets
|
$
|
2,687,967,908
|
||
|
Net Assets consist of:
|
||||
|
Paid in capital
|
$
|
2,687,967,908
|
||
|
Net Assets
|
$
|
2,687,967,908
|
||
|
Net Asset Value, offering price and redemption price per share ($2,687,967,908 ÷ 2,686,899,567 shares)
|
$
|
1.0004
|
||
|
Statement of Operations
|
||||
|
Year ended May 31, 2026
|
||||
|
Investment Income
|
||||
|
Interest
|
$
|
57,945,894
|
||
|
Expenses
|
||||
|
Custodian fees and expenses
|
$
|
31,443
|
||
|
Independent trustees' fees and expenses
|
4,927
|
|||
|
Total expenses before reductions
|
36,370
|
|||
|
Expense reductions
|
(31,001)
|
|||
|
Total expenses after reductions
|
5,369
|
|||
|
Net Investment income (loss)
|
57,940,525
|
|||
|
Realized and Unrealized Gain (Loss)
|
||||
|
Net realized gain (loss) on:
|
||||
|
Investment Securities:
|
||||
|
Unaffiliated issuers
|
17,813
|
|||
|
Total net realized gain (loss)
|
17,813
|
|||
|
Net increase in net assets resulting from operations
|
$
|
57,958,338
|
||
|
Statement of Changes in Net Assets
|
||||
|
Year ended
May 31, 2026
|
Year ended
May 31, 2025
|
|||
|
Increase (Decrease) in Net Assets
|
||||
|
Operations
|
||||
|
Net investment income (loss)
|
$
|
57,940,525
|
$
|
51,016,646
|
|
Net realized gain (loss)
|
17,813
|
20,930
|
||
|
Net increase in net assets resulting from operations
|
57,958,338
|
51,037,576
|
||
|
Distributions to shareholders
|
(57,967,920)
|
(51,016,329)
|
||
|
Affiliated share transactions
|
||||
|
Proceeds from sales of shares
|
9,408,913,824
|
10,240,038,127
|
||
|
Cost of shares redeemed
|
(9,133,066,702)
|
(9,279,348,100)
|
||
|
Net increase (decrease) in net assets and shares resulting from share transactions
|
275,847,122
|
960,690,027
|
||
|
Total increase (decrease) in net assets
|
275,837,540
|
960,711,274
|
||
|
Net Assets
|
||||
|
Beginning of period
|
2,412,130,368
|
1,451,419,094
|
||
|
End of period
|
$
|
2,687,967,908
|
$
|
2,412,130,368
|
|
Other Information
|
||||
|
Shares
|
||||
|
Sold
|
9,405,151,763
|
10,235,943,750
|
||
|
Redeemed
|
(9,129,414,936)
|
(9,275,637,845)
|
||
|
Net increase (decrease)
|
275,736,827
|
960,305,905
|
||
|
Fidelity® Tax-Free Cash Central Fund
|
|
Years ended May 31,
|
2026
|
2025
|
2024
|
2023
|
2022
|
|||||
|
Selected Per-Share Data
|
||||||||||
|
Net asset value, beginning of period
|
$
|
1.0004
|
$
|
1.0004
|
$
|
1.0004
|
$
|
1.0003
|
$
|
1.0003
|
|
Income from Investment Operations
|
||||||||||
|
Net investment income (loss) A
|
.0250
|
.0299
|
.0343
|
.0214
|
.0016
|
|||||
|
Net realized and unrealized gain (loss)
|
- B
|
- B
|
- B
|
.0001
|
- B
|
|||||
|
Total from investment operations
|
.0250
|
.0299
|
.0343
|
.0215
|
.0016
|
|||||
|
Distributions from net investment income
|
(.0250)
|
(.0299)
|
(.0343)
|
(.0214)
|
(.0016)
|
|||||
|
Distributions from net realized gain
|
- B
|
-
|
- B
|
- B
|
- B
|
|||||
|
Total distributions
|
(.0250)
|
(.0299)
|
(.0343)
|
(.0214)
|
(.0016)
|
|||||
|
Net asset value, end of period
|
$
|
1.0004
|
$
|
1.0004
|
$
|
1.0004
|
$
|
1.0004
|
$
|
1.0003
|
|
Total Return C
|
2.53
%
|
3.03%
|
3.48%
|
2.17%
|
.16%
|
|||||
|
Ratios to Average Net Assets A,D,E
|
||||||||||
|
Expenses before reductions F
|
-%
|
-%
|
-%
|
-%
|
-%
|
|||||
|
Expenses net of fee waivers, if any F
|
-
%
|
-%
|
-%
|
-%
|
-%
|
|||||
|
Expenses net of all reductions, if any F
|
-%
|
-%
|
-%
|
-%
|
-%
|
|||||
|
Net investment income (loss)
|
2.45%
|
2.94%
|
3.40%
|
1.78%
|
.18%
|
|||||
|
Supplemental Data
|
||||||||||
|
Net assets, end of period (000 omitted)
|
$
|
2,687,968
|
$
|
2,412,130
|
$
|
1,451,419
|
$
|
1,064,247
|
$
|
2,017,931
|
|
Gross unrealized appreciation
|
$-
|
|
Gross unrealized depreciation
|
-
|
|
Net unrealized appreciation (depreciation)
|
$-
|
|
Tax Cost
|
$2,603,833,000
|
|
Undistributed tax-exempt income
|
$-
|
|
Undistributed ordinary income
|
$-
|
|
Net unrealized appreciation (depreciation) on securities and other investments
|
$-
|
|
|
May 31, 2026
|
May 31, 2025
|
|
Tax-exempt Income
|
57,940,409
|
51,016,329
|
|
Long-term Capital Gains
|
27,511
|
-
|
|
Total
|
$57,967,920
|
$ 51,016,329
|
|
|
Purchases ($)
|
Sales ($)
|
Realized Gain (Loss) ($)
|
|
Fidelity Tax-Free Cash Central Fund
|
1,261,775,000
|
433,795,000
|
-
|
|
|
Contents
|
Item 7: Financial Statements and Financial Highlights for Open-End Management Investment Companies (Annual Report) |
|
Fidelity® Securities Lending Cash Central Fund |
|
Notes to Financial Statements |
|
Report of Independent Registered Public Accounting Firm |
|
Distributions |
|
Item 8: Changes in and Disagreements with Accountants for Open-End Management Investment Companies |
|
Item 9: Proxy Disclosures for Open-End Management Investment Companies |
|
Item 10: Remuneration Paid to Directors, Officers, and others of Open-End Management Investment Companies |
|
Item 11: Statement Regarding Basis for Approval of Investment Advisory Contract |
|
Repurchase Agreements - 34.9%
|
|||
|
Maturity
Amount ($)
|
Value ($)
|
||
|
Investments in repurchase agreements in a joint trading account at 3.61%, dated 5/29/2026 due 6/1/2026 (Collateralized by U.S. Government Obligations)#
|
8,726,823,530
|
8,724,199,000
|
|
|
Investments in repurchase agreements in a joint trading account at 3.61%, dated 5/29/2026 due 6/1/2026 (Collateralized by U.S. Government Obligations)#
|
210,507,309
|
210,444,000
|
|
|
Repurchase Agreements*
|
3,388,121,818
|
3,386,584,000
|
|
|
TOTAL REPURCHASE AGREEMENTS
(Cost $12,321,227,000)
|
12,321,227,000
|
||
|
Time Deposits - 2.8%
|
||||
|
Yield (%) (b)
|
Principal
Amount (a)
|
Value ($)
|
||
|
Canadian Imperial Bank of Commerce 3.62% 6/1/2026
|
3.62
|
60,000,000
|
60,000,000
|
|
|
Mizuho Bank Ltd NY Branch 3.62% 6/1/2026
|
3.62
|
440,000,000
|
440,000,000
|
|
|
Royal Bank of Canada Toronto 3.62% 6/1/2026
|
3.62
|
500,000,000
|
500,000,000
|
|
|
TOTAL TIME DEPOSITS
(Cost $1,000,000,000)
|
1,000,000,000
|
|||
|
U.S. Government Agency - Debt - 0.3%
|
||||
|
Yield (%) (b)
|
Principal
Amount (a)
|
Value ($)
|
||
|
Federal Home Loan Bank Discount Notes 0% 7/8/2026
(Cost $103,611,993)
|
3.64
|
104,000,000
|
103,583,422
|
|
|
U.S. Treasury Obligations - 62.2%
|
||||
|
Yield (%) (b)
|
Principal
Amount (a)
|
Value ($)
|
||
|
US Treasury Bills 0% 10/8/2026
|
3.71
|
19,000,000
|
18,754,105
|
|
|
US Treasury Bills 0% 6/11/2026
|
3.64
|
665,000,000
|
664,331,489
|
|
|
US Treasury Bills 0% 6/16/2026
|
3.64
|
1,200,000,000
|
1,198,182,120
|
|
|
US Treasury Bills 0% 6/18/2026
|
3.61 to 3.64
|
1,098,100,000
|
1,096,216,374
|
|
|
US Treasury Bills 0% 6/2/2026
|
3.63 to 3.64
|
1,150,000,000
|
1,149,886,081
|
|
|
US Treasury Bills 0% 6/23/2026
|
3.64
|
700,000,000
|
698,445,454
|
|
|
US Treasury Bills 0% 6/25/2026
|
3.67
|
500,000,000
|
498,790,165
|
|
|
US Treasury Bills 0% 6/30/2026
|
3.63
|
655,000,000
|
653,086,647
|
|
|
US Treasury Bills 0% 6/4/2026
|
3.64
|
1,000,000,000
|
999,695,830
|
|
|
US Treasury Bills 0% 6/9/2026
|
3.64
|
650,000,000
|
649,476,029
|
|
|
US Treasury Bills 0% 7/14/2026
|
3.63 to 3.64
|
1,351,000,000
|
1,345,164,072
|
|
|
US Treasury Bills 0% 7/16/2026
|
3.65
|
800,000,000
|
796,385,000
|
|
|
US Treasury Bills 0% 7/2/2026
|
3.65
|
750,000,000
|
747,665,310
|
|
|
US Treasury Bills 0% 7/21/2026
|
3.65
|
710,000,000
|
706,430,525
|
|
|
US Treasury Bills 0% 7/23/2026
|
3.64
|
700,000,000
|
696,323,348
|
|
|
US Treasury Bills 0% 7/28/2026
|
3.64 to 3.68
|
899,000,000
|
893,828,727
|
|
|
US Treasury Bills 0% 7/7/2026
|
3.63
|
650,000,000
|
647,643,100
|
|
|
US Treasury Bills 0% 7/9/2026
|
3.64 to 3.67
|
1,275,000,000
|
1,270,117,987
|
|
|
US Treasury Bills 0% 8/11/2026
|
3.64
|
500,000,000
|
496,458,260
|
|
|
US Treasury Bills 0% 8/13/2026
|
3.64 to 3.69
|
453,000,000
|
449,702,287
|
|
|
US Treasury Bills 0% 8/18/2026
|
3.66 to 3.67
|
400,000,000
|
396,887,584
|
|
|
US Treasury Bills 0% 8/20/2026
|
3.63
|
423,000,000
|
419,621,482
|
|
|
US Treasury Bills 0% 8/25/2026
|
3.65
|
375,000,000
|
371,834,524
|
|
|
US Treasury Bills 0% 8/27/2026
|
3.63
|
375,000,000
|
371,741,880
|
|
|
US Treasury Bills 0% 8/4/2026
|
3.66
|
700,000,000
|
695,476,817
|
|
|
US Treasury Bills 0% 8/6/2026
|
3.64 to 3.68
|
432,000,000
|
429,133,516
|
|
|
US Treasury Bills 0% 9/1/2026
|
3.66
|
448,000,000
|
443,875,730
|
|
|
US Treasury Bills 0% 9/10/2026
|
3.60
|
261,600,000
|
258,962,978
|
|
|
US Treasury Bills 0% 9/15/2026
|
3.66
|
600,000,000
|
593,600,250
|
|
|
US Treasury Bills 0% 9/22/2026
|
3.63 to 3.67
|
727,000,000
|
718,733,552
|
|
|
US Treasury Bills 0% 9/24/2026
|
3.70
|
218,600,000
|
216,072,832
|
|
|
US Treasury Bills 0% 9/29/2026
|
3.67 to 3.72
|
369,000,000
|
364,567,734
|
|
|
US Treasury Bills 0% 9/3/2026
|
3.60
|
301,363,200
|
298,539,186
|
|
|
US Treasury Bills 0% 9/8/2026
|
3.65 to 3.67
|
442,000,000
|
437,618,529
|
|
|
US Treasury Notes 0.625% 7/31/2026
|
3.72
|
17,000,000
|
16,913,450
|
|
|
US Treasury Notes 0.75% 8/31/2026
|
3.72
|
17,000,000
|
16,874,891
|
|
|
US Treasury Notes 0.875% 6/30/2026
|
3.73
|
9,000,000
|
8,979,541
|
|
|
US Treasury Notes 0.875% 9/30/2026
|
3.75
|
5,000,000
|
4,953,320
|
|
|
US Treasury Notes 1.5% 8/15/2026
|
3.80 to 3.81
|
61,000,000
|
60,709,297
|
|
|
US Treasury Notes 1.875% 7/31/2026
|
3.69 to 3.71
|
61,000,000
|
60,816,524
|
|
|
US Treasury Notes 3.5% 9/30/2026
|
3.76
|
11,000,000
|
10,990,031
|
|
|
US Treasury Notes 4.375% 7/31/2026
|
3.73 to 3.74
|
54,000,000
|
54,056,953
|
|
|
US Treasury Notes 4.625% 6/30/2026
|
3.74 to 3.75
|
30,000,000
|
30,020,263
|
|
|
TOTAL U.S. TREASURY OBLIGATIONS
(Cost $21,957,840,863)
|
21,957,563,774
|
|||
|
TOTAL INVESTMENT IN SECURITIES - 100.2%
(Cost $35,382,679,856)
|
35,382,374,196
|
|
NET OTHER ASSETS (LIABILITIES) - (0.2)%
|
(81,399,888)
|
|
NET ASSETS - 100.0%
|
35,300,974,308
|
|
* Repurchase Agreements
|
|||||||||
|
Counterparty
|
Lending Rate (%)
|
Settlement Date
|
Maturity Date
|
Repurchase Agreement
Value ($)
|
Repurchase Agreement Proceeds ($)
|
Collateralized By
|
Collateral Coupon (%)
|
Collateral Maturity Date
|
Collateral Value Received ($)
|
|
Barclays Bank PLC
|
3.61
|
5/2026
|
6/2026
|
1,744,584,000
|
1,745,108,829
|
U.S. Treasuries (including strips)
|
0.00 - 5.25
|
7/2026 - 11/2043
|
1,780,011,038
|
|
Credit AG
|
3.61
|
5/2026
|
6/2026
|
419,000,000
|
419,126,049
|
U.S. Treasuries (including strips)
|
0.00
|
6/2026
|
427,508,650
|
|
Fixed Income Clearing Corp - BNYM
|
3.61
|
5/2026
|
6/2026
|
1,048,000,000
|
1,048,315,273
|
U.S. Treasuries (including strips)
|
1.88 - 4.00
|
2/2032 - 1/2033
|
1,068,960,017
|
|
JP Morgan Securities LLC
|
3.92(c)
|
5/2026
|
6/2026
|
175,000,000
|
175,571,667
|
Equities
|
N/A
|
N/A
|
189,102,904
|
|
Total Repurchase Agreements
|
3,386,584,000
|
3,388,121,818
|
3,465,582,609
|
||||||
|
(a)
|
Amount is stated in United States dollars unless otherwise noted.
|
|
(b)
|
Yield represents either the annualized yield at the date of purchase, or the stated coupon rate, or, for floating and adjustable rate securities, the rate at period end.
|
|
(c)
|
Coupon is indexed to a floating interest rate which may be multiplied by a specified factor and / or subject to caps or floors. Coupon rates for floating and adjustable rate securities reflect the rates in effect at period end. The maturity amount is based on the rate at period end.
|
|
Valuation Inputs at Reporting Date:
|
||||
|
Description
|
Total ($)
|
Level 1 ($)
|
Level 2 ($)
|
Level 3 ($)
|
|
Investments in Securities:
|
||||
|
Repurchase Agreements
|
12,321,227,000
|
-
|
12,321,227,000
|
-
|
|
Time Deposits
|
1,000,000,000
|
-
|
1,000,000,000
|
-
|
|
U.S. Government Agency - Debt
|
103,583,422
|
-
|
103,583,422
|
-
|
|
U.S. Treasury Obligations
|
21,957,563,774
|
-
|
21,957,563,774
|
-
|
|
Total Investments in Securities:
|
35,382,374,196
|
-
|
35,382,374,196
|
-
|
|
Other Information
|
||
|
# Additional information on each counterparty to the repurchase agreement is as follows:
|
||
|
Repurchase Agreement / Counterparty
|
Value ($)
|
|
|
$210,444,000 due 06/01/2026 at 3.61%
|
||
|
JPMorgan Securities LLC
|
210,444,000
|
|
|
210,444,000
|
||
|
$8,724,199,000 due 06/01/2026 at 3.61%
|
||
|
Citigroup Global Capital Markets Inc
|
5,813,856,000
|
|
|
JPMorgan Securities LLC
|
2,670,538,000
|
|
|
Sumitomo Mitsui Banking Corp/New York
|
239,805,000
|
|
|
8,724,199,000
|
||
|
Statement of Assets and Liabilities
|
||||
|
As of May 31, 2026
|
||||
|
Assets
|
||||
|
Investment in securities, at value (including repurchase agreements of $12,321,227,000) - See accompanying schedule:
Unaffiliated issuers (cost $35,382,679,856)
|
$
|
35,382,374,196
|
||
|
Cash
|
464,248,335
|
|||
|
Receivable for investments sold
|
428,450,029
|
|||
|
Interest receivable
|
7,548,418
|
|||
|
Other receivables
|
218,111
|
|||
|
Total assets
|
36,282,839,089
|
|||
|
Liabilities
|
||||
|
Payable for investments purchased
|
$
|
861,757,166
|
||
|
Distributions payable
|
119,859,853
|
|||
|
Other payables and accrued expenses
|
247,762
|
|||
|
Total liabilities
|
981,864,781
|
|||
|
Net Assets
|
$
|
35,300,974,308
|
||
|
Net Assets consist of:
|
||||
|
Paid in capital
|
$
|
35,301,276,942
|
||
|
Total accumulated earnings (loss)
|
(302,634)
|
|||
|
Net Assets
|
$
|
35,300,974,308
|
||
|
Net Asset Value, offering price and redemption price per share ($35,300,974,308 ÷ 35,297,777,560 shares)
|
$
|
1.0001
|
||
|
Statement of Operations
|
||||
|
Year ended May 31, 2026
|
||||
|
Investment Income
|
||||
|
Interest
|
$
|
1,266,805,474
|
||
|
Expenses
|
||||
|
Custodian fees and expenses
|
$
|
134,433
|
||
|
Independent trustees' fees and expenses
|
68,433
|
|||
|
Total expenses
|
202,866
|
|||
|
Net Investment income (loss)
|
1,266,602,608
|
|||
|
Realized and Unrealized Gain (Loss)
|
||||
|
Net realized gain (loss) on:
|
||||
|
Investment Securities:
|
||||
|
Unaffiliated issuers
|
4,153
|
|||
|
Total net realized gain (loss)
|
4,153
|
|||
|
Change in net unrealized appreciation (depreciation) on investment securities
|
(1,012,225)
|
|||
|
Net gain (loss)
|
(1,008,072)
|
|||
|
Net increase in net assets resulting from operations
|
$
|
1,265,594,536
|
||
|
Statement of Changes in Net Assets
|
||||
|
Year ended
May 31, 2026
|
Year ended
May 31, 2025
|
|||
|
Increase (Decrease) in Net Assets
|
||||
|
Operations
|
||||
|
Net investment income (loss)
|
$
|
1,266,602,608
|
$
|
1,201,972,181
|
|
Net realized gain (loss)
|
4,153
|
622
|
||
|
Change in net unrealized appreciation (depreciation)
|
(1,012,225)
|
(1,342,125)
|
||
|
Net increase in net assets resulting from operations
|
1,265,594,536
|
1,200,630,678
|
||
|
Distributions to shareholders
|
(1,266,602,046)
|
(1,201,971,138)
|
||
|
Affiliated share transactions
|
||||
|
Proceeds from sales of shares
|
350,522,111,288
|
266,875,936,872
|
||
|
Cost of shares redeemed
|
(346,507,137,846)
|
(260,485,422,267)
|
||
|
Net increase (decrease) in net assets and shares resulting from share transactions
|
4,014,973,442
|
6,390,514,605
|
||
|
Total increase (decrease) in net assets
|
4,013,965,932
|
6,389,174,145
|
||
|
Net Assets
|
||||
|
Beginning of period
|
31,287,008,376
|
24,897,834,231
|
||
|
End of period
|
$
|
35,300,974,308
|
$
|
31,287,008,376
|
|
Other Information
|
||||
|
Shares
|
||||
|
Sold
|
350,485,172,469
|
266,849,251,947
|
||
|
Redeemed
|
(346,470,708,211)
|
(260,459,376,329)
|
||
|
Net increase (decrease)
|
4,014,464,258
|
6,389,875,618
|
||
|
Fidelity® Securities Lending Cash Central Fund
|
|
Years ended May 31,
|
2026
|
2025
|
2024
|
2023
|
2022
|
|||||
|
Selected Per-Share Data
|
||||||||||
|
Net asset value, beginning of period
|
$
|
1.0001
|
$
|
1.0002
|
$
|
1.0001
|
$
|
1.0001
|
$
|
1.0001
|
|
Income from Investment Operations
|
||||||||||
|
Net investment income (loss) A
|
.0398
|
.0476
|
.0536
|
.0354
|
.0016
|
|||||
|
Net realized and unrealized gain (loss)
|
- B
|
(.0001)
|
.0001
|
- B
|
- B
|
|||||
|
Total from investment operations
|
.0398
|
.0475
|
.0537
|
.0354
|
.0016
|
|||||
|
Distributions from net investment income
|
(.0398)
|
(.0476)
|
(.0536)
|
(.0354)
|
(.0016)
|
|||||
|
Total distributions
|
(.0398)
|
(.0476)
|
(.0536)
|
(.0354)
|
(.0016)
|
|||||
|
Net asset value, end of period
|
$
|
1.0001
|
$
|
1.0001
|
$
|
1.0002
|
$
|
1.0001
|
$
|
1.0001
|
|
Total Return C
|
4.05
%
|
4.85%
|
5.51%
|
3.59%
|
.15%
|
|||||
|
Ratios to Average Net Assets A,D,E
|
||||||||||
|
Expenses before reductions F
|
-%
|
-%
|
-%
|
-%
|
-%
|
|||||
|
Expenses net of fee waivers, if any F
|
-
%
|
-%
|
-%
|
-%
|
-%
|
|||||
|
Expenses net of all reductions, if any F
|
-%
|
-%
|
-%
|
-%
|
-%
|
|||||
|
Net investment income (loss)
|
3.96%
|
4.74%
|
5.36%
|
3.46%
|
.16%
|
|||||
|
Supplemental Data
|
||||||||||
|
Net assets, end of period (000 omitted)
|
$
|
35,300,974
|
$
|
31,287,008
|
$
|
24,897,834
|
$
|
28,860,205
|
$
|
37,572,025
|
|
Gross unrealized appreciation
|
$155,061
|
|
Gross unrealized depreciation
|
(460,721)
|
|
Net unrealized appreciation (depreciation)
|
$(305,660)
|
|
Tax Cost
|
$35,382,679,856
|
|
Undistributed ordinary income
|
$3,025
|
|
Net unrealized appreciation (depreciation) on securities and other investments
|
$(305,660)
|
|
|
May 31, 2026
|
May 31, 2025
|
|
Ordinary Income
|
$1,266,602,046
|
$1,201,971,138
|
|
Fidelity Securities Lending Cash Central Fund
|
$218,111
|
|
|
Contents
|
Item 7: Financial Statements and Financial Highlights for Open-End Management Investment Companies (Annual Report) |
|
Fidelity® Municipal Cash Central Fund |
|
Notes to Financial Statements |
|
Report of Independent Registered Public Accounting Firm |
|
Distributions |
|
Item 8: Changes in and Disagreements with Accountants for Open-End Management Investment Companies |
|
Item 9: Proxy Disclosures for Open-End Management Investment Companies |
|
Item 10: Remuneration Paid to Directors, Officers, and others of Open-End Management Investment Companies |
|
Item 11: Statement Regarding Basis for Approval of Investment Advisory Contract |
|
Tender Option Bond - 24.9%
|
|||
|
Principal
Amount (a)
|
Value ($)
|
||
|
Alabama - 1.5%
|
|||
|
Alabama Southeast Energy Participating VRDN Series 2025 XF1800, 3% 1/1/2056 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
10,335,000
|
10,335,000
|
|
|
Black Belt Energy Gas Dist Alagas Proj Rev Participating VRDN Series 2026 XM1361, 1.62% 10/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
2,500,000
|
2,500,000
|
|
|
Black Belt Energy Gas Dist Alagas Proj Rev Participating VRDN Series 2026 XM1362, 1.62% 12/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
2,800,000
|
2,800,000
|
|
|
Black Belt Energy Gas District Alagas Proj Rev Participating VRDN Series 2025 XL0702, 1.62% 10/1/2035 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
7,025,000
|
7,025,000
|
|
|
Black Belt Energy Gas District Alagas Proj Rev Participating VRDN Series 2025 ZL0724, 1.62% 12/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
2,800,000
|
2,800,000
|
|
|
Black Belt Energy Gas District Participating VRDN 1.62% 10/1/2054 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
2,000,000
|
2,000,000
|
|
|
Black Belt Energy Gas District Participating VRDN Series 2023 XM1126, 3% 6/1/2049 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
6,670,000
|
6,670,000
|
|
|
Black Belt Energy Gas District Participating VRDN Series 2023 XM1127, 3% 6/1/2049 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
3,870,000
|
3,870,000
|
|
|
Black Belt Energy Gas District Participating VRDN Series 2023 XM1144, 1.62% 1/1/2054 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
6,250,000
|
6,250,000
|
|
|
Black Belt Energy Gas District Participating VRDN Series 2024 XM1190, 1.62% 5/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
500,000
|
500,000
|
|
|
Black Belt Energy Gas District Participating VRDN Series 2025 XM1233, 1.62% 3/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
500,000
|
500,000
|
|
|
J P Morgan Chase Putters / Drivers Tr Var Sts Participating VRDN Series 5088, 1.77% 5/1/2056 (Liquidity Facility JP Morgan Securities LLC) (b)(c)
|
4,300,000
|
4,300,000
|
|
|
J P Morgan Chase Putters / Drivers Tr Var Sts Participating VRDN Series 5104, 1.77% 5/1/2056 (Liquidity Facility JP Morgan Securities LLC) (b)(c)
|
4,400,000
|
4,400,000
|
|
|
Jefferson County Swr Rev Participating VRDN Series 2024 XL0531, 1.61% 10/1/2053 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
2,100,000
|
2,100,000
|
|
|
TOTAL ALABAMA
|
56,050,000
|
||
|
Alaska - 0.2%
|
|||
|
Anchorage AK Port Participating VRDN 1.63% 2/1/2060 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
2,725,000
|
2,725,000
|
|
|
J P Morgan Chase Putters / Drivers Tr Var Sts Gen. Oblig. Participating VRDN Series 5112, 3.15% 12/15/2026 (Liquidity Facility JP Morgan Securities LLC) (b)(c)
|
5,400,000
|
5,400,000
|
|
|
TOTAL ALASKA
|
8,125,000
|
||
|
Alaska,Illinois - 0.1%
|
|||
|
Chicago O'Hare Int'l Arpt Rev Participating VRDN Series 2025 ZF1923, 1.62% 1/1/2059 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
2,500,000
|
2,500,000
|
|
|
Arizona - 0.1%
|
|||
|
Arizona Health Facilities Auth Rev Participating VRDN Series 2022 MIZ9101, 1.77% 3/1/2029 (Liquidity Facility Mizuho Capital Markets LLC) (b)(c)
|
1,552,000
|
1,552,000
|
|
|
Mesa AZ Util Sys Rev Participating VRDN 1.62% 7/1/2046 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
1,100,000
|
1,100,000
|
|
|
Phoenix Civic Impt Board Arpt Rev Participating VRDN 1.62% 7/1/2049 (Liquidity Facility Barclays Bank PLC) (b)(c)(d)
|
2,750,000
|
2,750,000
|
|
|
TOTAL ARIZONA
|
5,402,000
|
||
|
Colorado - 0.8%
|
|||
|
Colorado Springs Colo Utils Participating VRDN Series 2025 YX1433, 1.6% 11/15/2050 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
4,115,000
|
4,115,000
|
|
|
Denver City & County Arpt Rev Participating VRDN Series 2018 XG0196, 1.65% 12/1/2048 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)(d)
|
10,680,000
|
10,680,000
|
|
|
Denver City & County Arpt Rev Participating VRDN Series 2023 XF1513, 1.65% 12/1/2048 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)(d)
|
7,420,000
|
7,420,000
|
|
|
Denver CO City & Cnty Arpt Participating VRDN 1.62% 11/15/2053 (Liquidity Facility Barclays Bank PLC) (b)(c)(d)
|
7,075,000
|
7,075,000
|
|
|
Denver CO City & Cnty Arpt Participating VRDN Series 2023 ZF3204, 1.62% 11/15/2053 (Liquidity Facility Wells Fargo Bank NA) (b)(c)(d)
|
2,120,000
|
2,120,000
|
|
|
TOTAL COLORADO
|
31,410,000
|
||
|
Connecticut - 0.4%
|
|||
|
Connecticut Gen. Oblig. Participating VRDN Series 2017 014, 1.61% 6/1/2037 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
9,265,000
|
9,265,000
|
|
|
Connecticut Gen. Oblig. Participating VRDN Series 2017 016, 1.61% 6/1/2037 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
3,100,000
|
3,100,000
|
|
|
Connecticut St Spl Tax Oblig Participating VRDN Series 2026 XF3507, 2.9% 7/1/2045 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
3,750,000
|
3,750,000
|
|
|
TOTAL CONNECTICUT
|
16,115,000
|
||
|
Delaware - 0.1%
|
|||
|
Delaware St Hlth Facs Auth Rev Participating VRDN Series 2026 XL0732, 2.95% 10/1/2051 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
2,900,000
|
2,900,000
|
|
|
District Of Columbia - 0.1%
|
|||
|
District Columbia Income Tax Rev Participating VRDN Series 2025 XF1919, 2.95% 5/1/2048 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
3,750,000
|
3,750,000
|
|
|
Florida - 3.7%
|
|||
|
Broward Cnty Fla Convention Ctr Hotel Rev Participating VRDN 3.02% 1/1/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
4,700,000
|
4,700,000
|
|
|
Broward Cnty Fla Convention Ctr Hotel Rev Participating VRDN Series 2023 XF1641, 1.67% 1/1/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
2,100,000
|
2,100,000
|
|
|
County of Broward FL Tourist Development Tax Revenue Participating VRDN Series 2023 XL0429, 1.68% 9/1/2051 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
700,000
|
700,000
|
|
|
Florida Dev Fin Corp Rev Participating VRDN Series 2024 BAML5055, 2.88% 8/15/2051 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
11,085,000
|
11,085,000
|
|
|
Greater Orlando Aviation Auth Arpt Facs Rev Participating VRDN Series 2023 XF1519, 1.65% 10/1/2052 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)(d)
|
3,750,000
|
3,750,000
|
|
|
Greater Orlando Aviation Auth Participating VRDN 1.63% 10/1/2049 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)(d)
|
1,635,000
|
1,635,000
|
|
|
Greater Orlando Aviation Auth Participating VRDN 3.03% 10/1/2044 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)(d)
|
8,755,000
|
8,755,000
|
|
|
Greater Orlando Aviation Auth Participating VRDN Series 2025 XL0644, 2.9% 10/1/2044 (Liquidity Facility Bank of America, N.A.) (b)(c)(d)
|
10,670,000
|
10,670,000
|
|
|
Greater Orlando Aviation Auth Participating VRDN Series 2026 XX1452, 1.62% 10/1/2054 (Liquidity Facility Barclays Bank PLC) (b)(c)(d)
|
4,000,000
|
4,000,000
|
|
|
Hillsborough Cnty Fla Indl Dev Auth Health Sys Rev Participating VRDN Series 2025 XL0669, 2.88% 11/15/2054 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
1,200,000
|
1,200,000
|
|
|
Hillsborough County Aviation Auth Rev Participating VRDN Series 2023 XF1610, 1.62% 10/1/2048 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)(d)
|
5,455,000
|
5,455,000
|
|
|
Hillsborough County Aviation Auth Rev Participating VRDN Series 2023 XF1637, 1.63% 10/1/2048 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
3,400,000
|
3,400,000
|
|
|
J P Morgan Chase Putters / Drivers Tr Var Sts Participating VRDN Series 5108, 1.6% 7/1/2056 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
8,100,000
|
8,100,000
|
|
|
Jacksonville Fla Spl Rev Participating VRDN Series 2025 XL0618, 2.95% 10/1/2053 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
4,700,000
|
4,700,000
|
|
|
JEA FL Wtr & Swr Sys Rev Participating VRDN Series 2025 XM1219, 2.95% 10/1/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
1,130,000
|
1,130,000
|
|
|
Lee County Arpt Rev Participating VRDN Series 2021 XF1126, 1.65% 10/1/2051 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)(d)
|
3,195,000
|
3,195,000
|
|
|
Lee County Arpt Rev Participating VRDN Series 2023 XF1523, 1.63% 10/1/2051 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
2,440,000
|
2,440,000
|
|
|
Lee County Arpt Rev Participating VRDN Series 2025 XF1849, 1.61% 10/1/2054 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
3,425,000
|
3,425,000
|
|
|
Miami-Dade Cnty FL Sch Dist Participating VRDN Series 2025 CF7023, 1.62% 3/15/2047 (Liquidity Facility Citibank NA) (b)(c)
|
7,800,000
|
7,800,000
|
|
|
Miami-Dade Cnty FL Sch Dist Participating VRDN Series 2026 CF7087, 1.6% 3/15/2046 (Liquidity Facility Citibank NA) (b)(c)
|
8,450,000
|
8,450,000
|
|
|
Miami-Dade Cnty FL Wtr & Swr Rev Participating VRDN Series 2025 XL0725, 2.9% 10/1/2055 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
6,100,000
|
6,100,000
|
|
|
Miami-Dade County Aviation Rev Participating VRDN Series 2025 XG0614, 1.61% 10/1/2049 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
2,660,000
|
2,660,000
|
|
|
Miami-Dade County Participating VRDN 1.65% 10/1/2047 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)(d)
|
1,635,000
|
1,635,000
|
|
|
Miami-Dade County Participating VRDN Series 2023 XF1159, 1.65% 10/1/2052 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)(d)
|
175,000
|
175,000
|
|
|
Miami-Dade FL The Villages Apts Participating VRDN Series 2024 MIZ9196, 3% 5/14/2036 (Liquidity Facility Mizuho Capital Markets LLC) (b)(c)
|
13,690,000
|
13,690,000
|
|
|
North Broward Hosp District Rev Participating VRDN Series 2023 BAML5048, 2.88% 1/1/2038 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
11,340,000
|
11,340,000
|
|
|
Palm Beach Cnty Fla Health Facs Auth Hosp Rev Participating VRDN Series 2022 XG0370, 1.67% 8/15/2049 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
1,300,000
|
1,300,000
|
|
|
South Miami FL Hlth Fcs Hsp Rv Participating VRDN Series 2018 XG0173, 1.67% 8/15/2047 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
1,400,000
|
1,400,000
|
|
|
TOTAL FLORIDA
|
134,990,000
|
||
|
Georgia - 0.6%
|
|||
|
Brookhaven Development Authority Participating VRDN Series 2023 XF1503, 2.95% 7/1/2049 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
7,130,000
|
7,130,000
|
|
|
Burke County Indl Dev Auth Poll Cont Rev Participating VRDN 1.62% 11/1/2045 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
4,000,000
|
4,000,000
|
|
|
Columbia County Hosp Auth Rev Participating VRDN Series 2023 XF1640, 1.61% 4/1/2053 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)
|
3,650,000
|
3,650,000
|
|
|
Georgia Muni Elec Auth Pwr Rev Participating VRDN Series 2023 XF1554, 1.61% 1/1/2059 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)
|
2,080,000
|
2,080,000
|
|
|
Main Str Nat Gas Inc GA Gas Supply Rev Participating VRDN Series 2026 XM1363, 1.62% 5/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
1,500,000
|
1,500,000
|
|
|
Main Street Natural Gas Inc Participating VRDN 2.97% 12/1/2053 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
3,750,000
|
3,750,000
|
|
|
Main Street Natural Gas Inc Participating VRDN Series 2024 XM1187, 1.62% 6/1/2053 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
500,000
|
500,000
|
|
|
TOTAL GEORGIA
|
22,610,000
|
||
|
Illinois - 1.1%
|
|||
|
Chicago Il Participating VRDN Series E 169, 1.63% 5/31/2030 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
16,300,000
|
16,300,000
|
|
|
Chicago O'Hare Int'l Arpt Rev Participating VRDN 1.63% 1/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
2,810,000
|
2,810,000
|
|
|
Chicago O'Hare Int'l Arpt Rev Participating VRDN Series 2018 XF0723, 1.61% 1/1/2053 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)(d)
|
8,795,000
|
8,795,000
|
|
|
Chicago O'Hare Int'l Arpt Rev Participating VRDN Series 2023 XG0538, 1.63% 1/1/2053 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
3,745,000
|
3,745,000
|
|
|
Chicago Transit Auth Participating VRDN Series 2020 XL0145, 1.61% 12/1/2057 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
1,130,000
|
1,130,000
|
|
|
J P Morgan Chase Putters / Drivers Tr Var Sts Participating VRDN Series 5103, 1.6% 8/15/2057 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
1,545,000
|
1,545,000
|
|
|
Metropolitan Pier & Exposition Participating VRDN Series 2015 XF1045, 1.61% 6/15/2053 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
800,000
|
800,000
|
|
|
Rbc Mun Prods Inc Tr Var Sts Participating VRDN Series G 128, 1.62% 1/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
2,840,000
|
2,840,000
|
|
|
Tender Opt Bd Tr Rcpts / Ctfs Var Sts Participating VRDN Series 2026 XL0749, 2.93% 1/1/2060 (Liquidity Facility Wells Fargo Bank NA) (b)(c)(d)
|
4,115,000
|
4,115,000
|
|
|
TOTAL ILLINOIS
|
42,080,000
|
||
|
Indiana - 0.2%
|
|||
|
Indiana Fin Auth Health Sys Rev Participating VRDN Series 2025 XM1275, 2.95% 10/1/2046 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
7,500,000
|
7,500,000
|
|
|
Kentucky - 0.2%
|
|||
|
CommonSpirit Health Participating VRDN Series 2020 MIZ9021, 1.67% 5/1/2029 (Liquidity Facility Mizuho Capital Markets LLC) (b)(c)
|
500,000
|
500,000
|
|
|
Kentucky Inc Pub Energy Participating VRDN Series 2024 XM1188, 1.62% 5/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
500,000
|
500,000
|
|
|
Kentucky Inc Pub Energy Participating VRDN Series 2024 XM1189, 1.62% 8/1/2052 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
500,000
|
500,000
|
|
|
Louisville & Jefferson KY Swr Sys Rev Participating VRDN 2.95% 5/15/2053 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)(d)
|
4,170,000
|
4,170,000
|
|
|
TOTAL KENTUCKY
|
5,670,000
|
||
|
Louisiana - 0.2%
|
|||
|
LA Calcasieu River Bridge Participating VRDN Series 2025 XF3348, 1.61% 9/1/2066 (Liquidity Facility Barclays Bank PLC) (b)(c)(d)
|
3,500,000
|
3,500,000
|
|
|
New Orleans Aviation Board Rev Participating VRDN Series 2023 XF3148, 1.62% 1/1/2048 (Liquidity Facility Barclays Bank PLC) (b)(c)(d)
|
3,000,000
|
3,000,000
|
|
|
TOTAL LOUISIANA
|
6,500,000
|
||
|
Maryland - 0.2%
|
|||
|
Montgomery County Housing Opportunities Commission Participating VRDN 1.6% 1/1/2071 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
2,700,000
|
2,700,000
|
|
|
Tender Opt Bd Tr Rcpts / Ctfs Var Sts Participating VRDN Series 2026 BAML5071, 2.88% 7/1/2047 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
3,975,000
|
3,975,000
|
|
|
TOTAL MARYLAND
|
6,675,000
|
||
|
Michigan - 1.6%
|
|||
|
Eastern Michigan Univ Revs Participating VRDN 2.88% 3/1/2058 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
34,800,000
|
34,800,000
|
|
|
Gerald R Ford Intl Arpt Auth Mich Rev Participating VRDN 1.65% 1/1/2054 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)(d)
|
1,700,000
|
1,700,000
|
|
|
Michigan Finance Authority Participating VRDN Series 2025 XG0634, 1.62% 3/1/2051 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
3,500,000
|
3,500,000
|
|
|
Michigan Hsg Dev Auth Rent Hsg Rev Participating VRDN 2.88% 6/1/2044 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
20,200,000
|
20,200,000
|
|
|
TOTAL MICHIGAN
|
60,200,000
|
||
|
Minnesota - 0.2%
|
|||
|
Duluth Econ Dev Auth Health Care Facs Rev Participating VRDN Series 2023 XG0523, 1.61% 2/15/2058 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
3,060,000
|
3,060,000
|
|
|
St Paul Arpt Sys Rev Participating VRDN Series 2025 ZL0683, 1.62% 1/1/2049 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)(d)
|
2,000,000
|
2,000,000
|
|
|
Tender Opt Bd Tr Rcpts / Ctfs Var Sts Participating VRDN Series 2026 XM1351, 3% 9/1/2035 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
3,750,000
|
3,750,000
|
|
|
TOTAL MINNESOTA
|
8,810,000
|
||
|
Missouri - 0.4%
|
|||
|
Kansas City Indl Dev Auth Participating VRDN Series 2022 XG0396, 1.65% 3/1/2057 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)(d)
|
6,055,000
|
6,055,000
|
|
|
Kansas City Indl Dev Auth Participating VRDN Series 2023 XG0479, 1.65% 3/1/2057 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)(d)
|
2,420,000
|
2,420,000
|
|
|
Kansas City Spl Oblig Participating VRDN Series 2022 YX1193, 1.61% 9/1/2042 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
1,200,000
|
1,200,000
|
|
|
Missouri Health & Edl Facs Rev Participating VRDN Series C 23, 1.61% 6/1/2045 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
5,700,000
|
5,700,000
|
|
|
TOTAL MISSOURI
|
15,375,000
|
||
|
Nebraska - 0.1%
|
|||
|
Central Plains Energy Proj Rev Participating VRDN Series 2022 ZL0301, 1.62% 5/1/2053 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
140,000
|
140,000
|
|
|
Nebraska Invt Fin Auth Single Family Hsg Rev Participating VRDN Series 2026 XF8150, 1.6% 9/1/2046 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
4,495,000
|
4,495,000
|
|
|
TOTAL NEBRASKA
|
4,635,000
|
||
|
Nevada - 0.3%
|
|||
|
Las Vegas Valley NV Gen. Oblig. Participating VRDN Series 2025 XL0660, 2.88% 6/1/2055 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
6,375,000
|
6,375,000
|
|
|
Las Vegas Valley NV Gen. Oblig. Participating VRDN Series 2025 ZF3413, 1.6% 6/1/2050 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
5,000,000
|
5,000,000
|
|
|
TOTAL NEVADA
|
11,375,000
|
||
|
New Jersey - 0.1%
|
|||
|
New Jersey Trans Trust Fund Auth Participating VRDN 1.61% 6/15/2050 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)
|
2,170,000
|
2,170,000
|
|
|
New York - 0.7%
|
|||
|
New York City Gen. Oblig. Participating VRDN 2.9% 3/1/2048 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
9,850,000
|
9,850,000
|
|
|
New York City Muni Wtr Fin Auth Wtr & Swr Sys Rev Participating VRDN Series E 125, 2.9% 6/15/2048 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
8,600,000
|
8,600,000
|
|
|
New York Trans Dev Corp Participating VRDN 1.67% 11/17/2029 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
6,750,000
|
6,750,000
|
|
|
TOTAL NEW YORK
|
25,200,000
|
||
|
North Carolina - 0.2%
|
|||
|
Charlotte NC Arpt Rev Participating VRDN Series 2023 XG0451, 1.65% 7/1/2051 (Liquidity Facility Wells Fargo Bank NA) (b)(c)(d)
|
2,000,000
|
2,000,000
|
|
|
Charlotte NC Arpt Rev Participating VRDN Series 2025 XF1974, 1.62% 7/1/2053 (Liquidity Facility Bank of America, N.A.) (b)(c)(d)
|
2,700,000
|
2,700,000
|
|
|
Greater Asheville Reg'l Arpt Auth Participating VRDN Series 2022 XM1011, 1.63% 7/1/2052 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
2,700,000
|
2,700,000
|
|
|
TOTAL NORTH CAROLINA
|
7,400,000
|
||
|
North Dakota - 0.1%
|
|||
|
Grand Forks Health Care Sys Rev Participating VRDN Series 2023 XF1602, 1.61% 12/1/2053 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)
|
4,565,000
|
4,565,000
|
|
|
Ohio - 1.1%
|
|||
|
Allen OH Bon Secours Mercy Hlth Participating VRDN Series E 164, 1.6% 11/1/2044 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
8,500,000
|
8,500,000
|
|
|
Columbus OH Arpt Rev Participating VRDN 1.61% 1/1/2055 (Liquidity Facility Barclays Bank PLC) (b)(c)(d)
|
535,000
|
535,000
|
|
|
Columbus OH Arpt Rev Participating VRDN 1.61% 1/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
3,700,000
|
3,700,000
|
|
|
Columbus OH Arpt Rev Participating VRDN Series 2025 YX1373, 1.61% 1/1/2045 (Liquidity Facility Barclays Bank PLC) (b)(c)(d)
|
4,125,000
|
4,125,000
|
|
|
CommonSpirit Health Participating VRDN Series 2020 MIZ9020, 1.67% 5/1/2039 (Liquidity Facility Mizuho Capital Markets LLC) (b)(c)
|
1,800,000
|
1,800,000
|
|
|
Franklin Cnty OH Hosp Facs Rev Participating VRDN 2.95% 11/1/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
2,050,000
|
2,050,000
|
|
|
Franklin Cnty OH Hosp Facs Rev Participating VRDN Series 2025 XF8110, 2.95% 11/1/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
2,200,000
|
2,200,000
|
|
|
Franklin Cnty OH Hosp Facs Rev Participating VRDN Series 2025 XF8112, 2.95% 11/1/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
7,100,000
|
7,100,000
|
|
|
Ohio Hosp Rev Rbc Participating VRDN Series C 18, 1.61% 1/15/2041 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
1,800,000
|
1,800,000
|
|
|
Ohio Housing Finance Agency Participating VRDN Series 2024 XF1762, 1.6% 9/1/2054 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
555,000
|
555,000
|
|
|
University Cincinnati OH Gen Participating VRDN 2.95% 6/1/2049 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
7,000,000
|
7,000,000
|
|
|
TOTAL OHIO
|
39,365,000
|
||
|
Oklahoma - 0.1%
|
|||
|
Oklahoma Cap Imp Auth St Hwy Cap Impt Rev Participating VRDN 1.6% 7/1/2056 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
3,170,000
|
3,170,000
|
|
|
Oregon - 0.8%
|
|||
|
Multnomah Cnty OR Sch Dist No 1 Portland Participating VRDN Series 2026 CF7080, 1.6% 6/15/2035 (Liquidity Facility Citibank NA) (b)(c)
|
3,500,000
|
3,500,000
|
|
|
Port of Portland Arpt Rev Participating VRDN 1.62% 7/1/2052 (Liquidity Facility Morgan Stanley Bank NA) (b)(c)(d)
|
1,900,000
|
1,900,000
|
|
|
Port of Portland Arpt Rev Participating VRDN 1.67% 7/1/2045 (Liquidity Facility Wells Fargo Bank NA) (b)(c)(d)
|
1,580,000
|
1,580,000
|
|
|
Port of Portland Arpt Rev Participating VRDN Series 2024 XF1741, 1.63% 7/1/2054 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)(d)
|
1,330,000
|
1,330,000
|
|
|
Port of Portland Arpt Rev Participating VRDN Series 2025 XF1869, 1.63% 7/1/2052 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)(d)
|
3,865,000
|
3,865,000
|
|
|
Port of Portland Arpt Rev Participating VRDN Series 2025 XF1896, 3.05% 7/1/2052 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)(d)
|
4,000,000
|
4,000,000
|
|
|
Port of Portland Arpt Rev Participating VRDN Series 2025 XF1948, 3.03% 7/1/2052 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)(d)
|
11,215,000
|
11,215,000
|
|
|
Port of Portland Arpt Rev Participating VRDN Series 2026 XX1464, 1.62% 7/1/2054 (Liquidity Facility Barclays Bank PLC) (b)(c)(d)
|
1,900,000
|
1,900,000
|
|
|
TOTAL OREGON
|
29,290,000
|
||
|
Pennsylvania - 2.4%
|
|||
|
Allegheny County Arpt Auth Rev Participating VRDN 1.63% 1/1/2056 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
6,965,000
|
6,965,000
|
|
|
Allegheny County Arpt Auth Rev Participating VRDN Series 2025 XF1911, 1.61% 1/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
2,275,000
|
2,275,000
|
|
|
J P Morgan Chase Putters / Drivers Tr Var Sts Participating VRDN Series 5077, 1.6% 11/1/2064 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
17,400,000
|
17,400,000
|
|
|
Pennsylvania Econ Dev Fing Auth Participating VRDN 1.62% 12/31/2057 (Liquidity Facility Barclays Bank PLC) (b)(c)(d)
|
4,400,000
|
4,400,000
|
|
|
Pennsylvania Econ Dev Fing Auth Participating VRDN 1.65% 12/31/2062 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
3,900,000
|
3,900,000
|
|
|
Pennsylvania Higher Educational Facilities Authority Participating VRDN Series 2025 XL0673, 2.88% 8/15/2055 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
4,265,000
|
4,265,000
|
|
|
Pennsylvania Hsg Fin Agcy Multi Fam Hsg Dev Rev Participating VRDN 3% 9/19/2027 (Liquidity Facility Mizuho Capital Markets LLC) (b)(c)
|
3,158,107
|
3,158,107
|
|
|
Philadelphia Arpt Rev Participating VRDN Series 2025 ZF1832, 1.61% 7/1/2051 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
2,220,000
|
2,220,000
|
|
|
Philadelphia PA Auth For Indl Dev Hosp Rev Participating VRDN Series 2025 XF1898, 2.95% 7/1/2053 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
19,825,000
|
19,825,000
|
|
|
Philadelphia PA Auth For Indl Dev Hosp Rev Participating VRDN Series 2025 XL0621, 2.95% 7/1/2053 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
11,650,000
|
11,650,000
|
|
|
Philadelphia PA Auth For Indl Dev Hosp Rev Participating VRDN Series 2026 XL0729, 2.88% 7/1/2053 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
6,860,000
|
6,860,000
|
|
|
Tender Opt Bd Tr Rcpts / Ctfs Var Sts Participating VRDN 1.62% 6/30/2048 (Liquidity Facility Barclays Bank PLC) (b)(c)(d)
|
7,100,000
|
7,100,000
|
|
|
Thomas Jefferson University Participating VRDN Series 2024 XF1769, 1.6% 11/1/2054 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
1,300,000
|
1,300,000
|
|
|
TOTAL PENNSYLVANIA
|
91,318,107
|
||
|
South Carolina - 0.2%
|
|||
|
Charelston SC Arpt Rev Participating VRDN Series 2025 XF1810, 1.61% 7/1/2054 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)
|
3,150,000
|
3,150,000
|
|
|
South Carolina Pub Svc Auth Rev Participating VRDN Series 2018 XG0209, 1.61% 12/1/2056 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)
|
5,625,000
|
5,625,000
|
|
|
TOTAL SOUTH CAROLINA
|
8,775,000
|
||
|
Tennessee - 0.2%
|
|||
|
Metropolitan Nashville Arpt Auth Rev Participating VRDN 1.62% 7/1/2044 (Liquidity Facility Barclays Bank PLC) (b)(c)(d)
|
1,910,000
|
1,910,000
|
|
|
Metropolitan Nashville Arpt Auth Rev Participating VRDN 1.63% 7/1/2052 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
1,965,000
|
1,965,000
|
|
|
Shelby Cnty TN Health Edl & Hsg Fac Brd Health Care Rev Participating VRDN Series 2025 BAML5067, 1.62% 9/1/2055 (Liquidity Facility Bank of America, N.A.) (b)(c)(e)
|
5,100,000
|
5,100,000
|
|
|
TOTAL TENNESSEE
|
8,975,000
|
||
|
Texas - 2.4%
|
|||
|
Austin Arpt Sys Rev Participating VRDN Series 2022 YX1199, 1.62% 11/15/2047 (Liquidity Facility Barclays Bank PLC) (b)(c)(d)
|
2,400,000
|
2,400,000
|
|
|
Austin TX Wtr & Wastewtr Sys Participating VRDN Series G 138, 1.6% 11/15/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
2,955,000
|
2,955,000
|
|
|
Carrollton TX Farmers Branch Ind Sch Dist Participating VRDN Series 2026 XF8147, 2.95% 2/15/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
3,000,000
|
3,000,000
|
|
|
Ector Cnty TX Gen. Oblig. Participating VRDN 1.61% 2/15/2050 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)
|
3,885,000
|
3,885,000
|
|
|
Houston Arpt Sys Rev Participating VRDN Series 2025 ZF8025, 1.62% 7/1/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)(d)
|
3,750,000
|
3,750,000
|
|
|
Houston Arpt Sys Rev Participating VRDN Series 2025 ZF8034, 1.62% 7/1/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)(d)
|
3,080,000
|
3,080,000
|
|
|
Lamar TX Isd Participating VRDN Series 2023 XM1103, 2.95% 2/15/2058 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
4,700,000
|
4,700,000
|
|
|
Lamar TX Isd Participating VRDN Series 2025 XF3446, 1.62% 2/15/2058 (Liquidity Facility Morgan Stanley Bank NA) (b)(c)
|
2,800,000
|
2,800,000
|
|
|
Lamar TX Isd Participating VRDN Series 2026 XF8135, 1.6% 2/15/2061 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
1,500,000
|
1,500,000
|
|
|
Las Varas TX Multi Fam Hsg Auth Participating VRDN Series 2024 MIZ9171, 3% 9/26/2027 (Liquidity Facility Mizuho Capital Markets LLC) (b)(c)
|
2,900,000
|
2,900,000
|
|
|
Los Angeles CA Multi Fam Mtg Rev Participating VRDN Series 2024 MIZ9195, 1.67% 7/1/2063 (Liquidity Facility Mizuho Capital Markets LLC) (b)(c)
|
5,300,000
|
5,300,000
|
|
|
Mansfield TX Indpt Sch Dist Participating VRDN Series 2025 XL0681, 2.95% 2/15/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
4,685,000
|
4,685,000
|
|
|
Mansfield TX Indpt Sch Dist Participating VRDN Series 2025 XM1311, 2.95% 2/15/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
6,535,000
|
6,535,000
|
|
|
North Ft Bend Wtr Auth Tex Wtrsys Rev Participating VRDN Series 2023 XL0422, 1.68% 12/15/2058 (Liquidity Facility Wells Fargo Bank NA) (b)(c)
|
600,000
|
600,000
|
|
|
Port Arthur TX Indpt Sch Dist Participating VRDN Series 2025 XF8115, 2.95% 2/15/2055 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
5,800,000
|
5,800,000
|
|
|
Rbc Mun Prods Inc Tr Var Sts Participating VRDN Series G 145, 1.6% 2/15/2056 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
4,395,000
|
4,395,000
|
|
|
San Antonio TX Elec & Gas Rev Participating VRDN 2.95% 2/1/2046 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
3,660,000
|
3,660,000
|
|
|
Tender Opt Bd Tr Rcpts / Ctfs Var Sts Participating VRDN Series 2026 XL0736, 1.6% 9/1/2058 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
4,500,000
|
4,500,000
|
|
|
Texas Gas Acq & Sply Rev Participating VRDN Series 2025 XM1232, 1.62% 1/1/2055 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
500,000
|
500,000
|
|
|
Texas Muni Gas Acquisition & Supply Corp Participating VRDN Series 2023 XM1154, 1.62% 1/1/2054 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
2,175,000
|
2,175,000
|
|
|
Texas Private Activity Bond Surface Trans Corp Participating VRDN 1.63% 12/31/2058 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
3,300,000
|
3,300,000
|
|
|
Texas State Gen. Oblig. Participating VRDN Series 2025 CF7041, 1.62% 8/1/2037 (Liquidity Facility Citibank NA) (b)(c)(d)
|
9,810,000
|
9,810,000
|
|
|
Travis TX Hog Eye Apts Participating VRDN Series 2024 MIZ9197, 3% 2/1/2068 (Liquidity Facility Mizuho Capital Markets LLC) (b)(c)
|
8,200,000
|
8,200,000
|
|
|
TOTAL TEXAS
|
90,430,000
|
||
|
Utah - 0.5%
|
|||
|
Salt Lake City Arpt Rev Participating VRDN 1.61% 7/1/2051 (Liquidity Facility Barclays Bank PLC) (b)(c)(d)
|
1,000,000
|
1,000,000
|
|
|
Salt Lake City Arpt Rev Participating VRDN Series 2023 XF1550, 1.65% 7/1/2047 (Liquidity Facility Toronto Dominion Bank NA) (b)(c)(d)
|
3,975,000
|
3,975,000
|
|
|
Salt Lake City Arpt Rev Participating VRDN Series 2023 XL0457, 1.61% 7/1/2051 (Liquidity Facility Barclays Bank PLC) (b)(c)(d)
|
2,615,000
|
2,615,000
|
|
|
Salt Lake City Arpt Rev Participating VRDN Series 2023 XL0459, 1.61% 7/1/2053 (Liquidity Facility Barclays Bank PLC) (b)(c)(d)
|
3,490,000
|
3,490,000
|
|
|
Salt Lake City Arpt Rev Participating VRDN Series 2023 XM1146, 1.62% 7/1/2047 (Liquidity Facility Barclays Bank PLC) (b)(c)(d)
|
2,500,000
|
2,500,000
|
|
|
Salt Lake City Arpt. Rev Participating VRDN Series 2025 XL0577, 1.62% 7/1/2053 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
1,700,000
|
1,700,000
|
|
|
Tender Opt Bd Tr Rcpts / Ctfs Var Sts Participating VRDN Series 2026 CF7083, 1.62% 7/1/2047 (Liquidity Facility Citibank NA) (b)(c)
|
2,500,000
|
2,500,000
|
|
|
TOTAL UTAH
|
17,780,000
|
||
|
Virginia - 1.3%
|
|||
|
Chesapeake Bay Bridge and Tunnel District Gen Rev Participating VRDN 1.61% 7/1/2051 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
3,500,000
|
3,500,000
|
|
|
Hampton Roads Transportation Accountability Commission Participating VRDN 2.88% 7/1/2059 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
3,565,000
|
3,565,000
|
|
|
Norfolk Econ Dev Health Care Facs Participating VRDN 1.61% 11/1/2043 (Liquidity Facility Royal Bank of Canada NY) (b)(c)
|
3,000,000
|
3,000,000
|
|
|
Suffolk Econ Dev Auth Hosp Facs Rev Participating VRDN Series 2020 MIZ9025, 1.67% 11/1/2035 (Liquidity Facility Mizuho Capital Markets LLC) (b)(c)
|
32,710,000
|
32,710,000
|
|
|
Virginia Small Bus Fing Auth Participating VRDN Series 2024 XF3217, 1.62% 12/31/2056 (Liquidity Facility Barclays Bank PLC) (b)(c)(d)
|
2,610,000
|
2,610,000
|
|
|
Virginia Small Business Fing Auth Healthcare Facs Rev Participating VRDN 3% 12/1/2049 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)
|
3,700,000
|
3,700,000
|
|
|
TOTAL VIRGINIA
|
49,085,000
|
||
|
Washington - 0.8%
|
|||
|
Port Seattle WA Rev Participating VRDN Series 2022 XM1027, 1.63% 8/1/2046 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)(d)
|
5,900,000
|
5,900,000
|
|
|
Port Seattle WA Rev Participating VRDN Series 2022 YX1241, 1.62% 8/1/2040 (Liquidity Facility Barclays Bank PLC) (b)(c)(d)
|
1,430,000
|
1,430,000
|
|
|
Port Seattle WA Rev Participating VRDN Series 2023 XF1599, 1.63% 5/1/2043 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
2,605,000
|
2,605,000
|
|
|
Port Seattle WA Rev Participating VRDN Series 2025 XL0647, 2.9% 7/1/2049 (Liquidity Facility Bank of America, N.A.) (b)(c)(d)
|
3,495,000
|
3,495,000
|
|
|
Port Seattle WA Rev Participating VRDN Series 2025 XL0648, 2.9% 8/1/2046 (Liquidity Facility Bank of America, N.A.) (b)(c)(d)
|
2,300,000
|
2,300,000
|
|
|
Port Seattle WA Rev Participating VRDN Series 2025 ZF3364, 1.62% 8/1/2046 (Liquidity Facility Morgan Stanley Bank NA) (b)(c)(d)
|
2,070,000
|
2,070,000
|
|
|
Port Seattle WA Rev Participating VRDN Series 2025 ZF3400, 1.62% 7/1/2049 (Liquidity Facility Morgan Stanley Bank NA) (b)(c)(d)
|
2,200,000
|
2,200,000
|
|
|
Port Seattle WA Rev Participating VRDN Series 2025 ZF3455, 1.63% 10/1/2050 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)(d)
|
3,740,000
|
3,740,000
|
|
|
Port Seattle WA Rev Participating VRDN Series 2025 ZF8067, 1.63% 7/1/2049 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)(d)
|
1,600,000
|
1,600,000
|
|
|
Washington Convention Ctr Pub Facs Participating VRDN Series 2020 XG0287, 1.61% 7/1/2058 (Liquidity Facility Barclays Bank PLC) (b)(c)
|
4,185,000
|
4,185,000
|
|
|
TOTAL WASHINGTON
|
29,525,000
|
||
|
Wisconsin - 1.9%
|
|||
|
Wisconsin Health & Edl Facilities Auth Rev Participating VRDN 2.94% 2/15/2040 (Liquidity Facility Bank of America, N.A.) (b)(c)
|
30,675,000
|
30,675,000
|
|
|
Wisconsin Health & Educational Facilities Authority Participating VRDN Series 5082, 2.95% 8/15/2054 (Liquidity Facility JP Morgan Securities LLC) (b)(c)
|
18,980,000
|
18,980,000
|
|
|
Wisconsin Pub Fin Auth Toll Rev Participating VRDN Series 2025 XF8022, 1.67% 12/31/2065 (Liquidity Facility JP Morgan Chase Bank NA) (b)(c)(d)
|
10,800,000
|
10,800,000
|
|
|
Wisconsin Pub Fin Auth Toll Rev Participating VRDN Series 2025 XL0680, 1.67% 12/31/2065 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
7,800,000
|
7,800,000
|
|
|
Wisconsin Pub Fin Auth Toll Rev Participating VRDN Series 2025 XL0682, 1.67% 12/31/2065 (Liquidity Facility Royal Bank of Canada NY) (b)(c)(d)
|
1,600,000
|
1,600,000
|
|
|
TOTAL WISCONSIN
|
69,855,000
|
||
|
TOTAL TENDER OPTION BOND
(Cost $929,575,107)
|
929,575,107
|
||
|
Variable Rate Demand Note - 75.0%
|
|||
|
Principal
Amount (a)
|
Value ($)
|
||
|
Alabama - 3.1%
|
|||
|
Mobile AL Indl Dev Brd Rev (Alabama Power & Light Proj.) 2.85% 9/1/2031 VRDN (c)(d)
|
5,150,000
|
5,150,000
|
|
|
Walker Cnty AL Economic & Indl Dev Auth Solid Waste Disp Rev (Alabama Power & Light Proj.) 2.85% 12/1/2036 VRDN (c)(d)
|
6,200,000
|
6,200,000
|
|
|
Walker Cnty AL Economic & Indl Dev Auth Solid Waste Disp Rev (Alabama Power & Light Proj.) Series FIRST 2023, 2.93% 8/1/2063 VRDN (c)(d)
|
57,780,000
|
57,780,000
|
|
|
Walker Cnty AL Economic & Indl Dev Auth Solid Waste Disp Rev (Alabama Power & Light Proj.) Series SECOND 2023, 2.9% 8/1/2063 VRDN (c)(d)
|
10,100,000
|
10,100,000
|
|
|
West Jefferson Ala Indl Dev Brd Solid Waste Disp Rev (Alabama Power & Light Proj.) 2.85% 12/1/2038 VRDN (c)(d)
|
28,800,000
|
28,800,000
|
|
|
West Jefferson Ala Indl Dev Brd Solid Waste Disp Rev (Alabama Power & Light Proj.) Series 2023, 2.1% 8/1/2063 VRDN (c)(d)
|
8,900,000
|
8,900,000
|
|
|
TOTAL ALABAMA
|
116,930,000
|
||
|
Arizona - 1.1%
|
|||
|
Arizona Indl Dev Auth Hosp Rev (Phoenix Childrens Hospital Proj.) Series 2019 A, 2.8% 2/1/2048, LOC TD Bank NA VRDN (c)
|
1,200,000
|
1,200,000
|
|
|
Arizona Indl Dev Auth Hosp Rev (Phoenix Childrens Hospital Proj.) Series 2019B, 2.8% 2/1/2048, LOC TD Bank NA VRDN (c)
|
23,200,000
|
23,200,000
|
|
|
Maricopa Cnty Ariz Indl Dev Auth Hosp Rev (Honorhealth Proj.) Series 2024B, 2.85% 12/1/2048, LOC JPMorgan Chase Bank NA VRDN (c)
|
5,970,000
|
5,970,000
|
|
|
Maricopa Cnty AZ Ida ID Rev (Clayton Homes Inc Proj.) 1.65% 8/1/2028, LOC US Bank NA/Cincinnati OH VRDN (c)(d)
|
1,900,000
|
1,900,000
|
|
|
Maricopa Cnty AZ Pollution Ctl (Arizona Public Service Co Proj.) 1.77% 5/1/2029 VRDN (c)
|
4,900,000
|
4,900,000
|
|
|
Maricopa Cnty AZ Pollution Ctl (Arizona Public Service Co Proj.) Series 2009 A, 1.82% 5/1/2029 VRDN (c)
|
2,700,000
|
2,700,000
|
|
|
TOTAL ARIZONA
|
39,870,000
|
||
|
Arkansas - 0.0%
|
|||
|
Blytheville AR Indl Dev Rev (Nucor Corp Proj.) 1.8% 1/2/2033 VRDN (c)(d)
|
900,000
|
900,000
|
|
|
Blytheville AR Indl Dev Rev (Nucor Corp Proj.) 1.85% 6/1/2028 VRDN (c)(d)
|
100,000
|
100,000
|
|
|
TOTAL ARKANSAS
|
1,000,000
|
||
|
Colorado - 2.0%
|
|||
|
University of Colorado Hospital Authority Series 2018 A, 1.55% 11/15/2030 VRDN (c)
|
25,600,000
|
25,600,000
|
|
|
University of Colorado Hospital Authority Series 2018B, 2.8% 11/15/2035 VRDN (c)
|
49,650,000
|
49,650,000
|
|
|
TOTAL COLORADO
|
75,250,000
|
||
|
Connecticut - 4.6%
|
|||
|
Conn St Hsg Fin Auth (CT Hsg Mortgage Proj.) Series 2017 C 3, 1.61% 11/15/2035 (Liquidity Facility TD Bank NA) VRDN (c)(d)
|
31,040,000
|
31,040,000
|
|
|
Connecticut St Health & Edl Facs Auth Revenue (Yale-New Haven Hospital Inc Proj.) 1.55% 7/1/2026 VRDN (c)
|
3,100,000
|
3,100,000
|
|
|
Connecticut St Health & Edl Facs Auth Revenue (Yale-New Haven Hospital Inc Proj.) Series 2024C 1, 1.55% 7/1/2060 VRDN (c)
|
37,850,000
|
37,850,000
|
|
|
Connecticut St Health & Edl Facs Auth Revenue (Yale-New Haven Hospital Inc Proj.) Series 2024C 2, 1.3% 7/1/2060 VRDN (c)
|
19,400,000
|
19,400,000
|
|
|
Connecticut State Health & Educational Facilities Authority (Yale-New Haven Hospital Inc Proj.) Series D, 1.55% 7/1/2048 VRDN (c)
|
55,800,000
|
55,800,000
|
|
|
Connecticut State Health & Educational Facilities Authority (Yale-New Haven Hospital Inc Proj.) Series O, 1.3% 7/1/2053 VRDN (c)
|
24,300,000
|
24,300,000
|
|
|
TOTAL CONNECTICUT
|
171,490,000
|
||
|
Delaware - 0.8%
|
|||
|
Delaware St Econ Dev Auth Rev (Delmarva Power & Light Proj.) 3.2% 10/1/2029 VRDN (c)(d)
|
28,200,000
|
28,200,000
|
|
|
District Of Columbia - 0.2%
|
|||
|
District Columbia Rev (Carnegie Endow For Intl Peace Proj.) 1.58% 11/1/2045, LOC Wells Fargo Bank NA VRDN (c)
|
1,025,000
|
1,025,000
|
|
|
District Columbia Rev (Childrens National Med Ctr, Dc Proj.) Series 2025, 1.64% 7/15/2049, LOC Truist Bank VRDN (c)
|
7,300,000
|
7,300,000
|
|
|
TOTAL DISTRICT OF COLUMBIA
|
8,325,000
|
||
|
District Of Columbia,Virginia - 0.1%
|
|||
|
Metropolitan Wash DC Arpts Ath Series A 1, 1.62% 10/1/2039, LOC TD Bank NA VRDN (c)(d)
|
5,700,000
|
5,700,000
|
|
|
Florida - 5.3%
|
|||
|
Bay Cny Fla Pcr (Florida Pwr & Lt Co Proj.) Series 2020, 1.75% 6/1/2050 VRDN (c)(d)
|
22,300,000
|
22,300,000
|
|
|
Broward Cnty FL Idr (Florida Pwr & Lt Co Proj.) Series 2015, 1.64% 6/1/2045 VRDN (c)(d)
|
13,500,000
|
13,500,000
|
|
|
Broward Cnty FL Idr (Florida Pwr & Lt Co Proj.) Series 2018 A, 1.7% 12/1/2048 VRDN (c)(d)
|
2,800,000
|
2,800,000
|
|
|
Broward Cnty FL Idr (Florida Pwr & Lt Co Proj.) Series 2018 B, 1.7% 12/1/2048 VRDN (c)(d)
|
3,100,000
|
3,100,000
|
|
|
Escambia Cnty FL Solid Wste (Florida Pwr & Lt Co Proj.) Series 2ND, 1.4% 4/1/2039 VRDN (c)
|
11,100,000
|
11,100,000
|
|
|
Escambia Cnty FL Solid Wste (Florida Pwr & Lt Co Proj.) Series FIRST 2009, 1.7% 4/1/2039 VRDN (c)
|
9,200,000
|
9,200,000
|
|
|
FL Pcr Power And Light (Florida Pwr & Lt Co Proj.) 1.7% 5/1/2029 VRDN (c)
|
5,600,000
|
5,600,000
|
|
|
Florida Hsg Fin Corp Mltfmy Rv (Hunters Run Partners Ii, Ltd Lp Proj.) 1.65% 6/15/2036, LOC Fannie Mae VRDN (c)(d)
|
4,025,000
|
4,025,000
|
|
|
Gainesville FL Utils Sys Rev Series 2019C, 2.9% 10/1/2047, LOC Bank of America NA VRDN (c)
|
1,400,000
|
1,400,000
|
|
|
Highlands County Health Facilities Authority (Advent Health Proj.) 1.55% 11/15/2033 VRDN (c)
|
4,400,000
|
4,400,000
|
|
|
Hillsborough Cnty FL Hfa Rev (Claymore Housing Ltd Proj.) 1.71% 12/15/2038, LOC Citibank NA VRDN (c)(d)
|
7,960,000
|
7,960,000
|
|
|
Hillsborough Cnty FL Hfa Rev (Grande Oaks Llc Proj.) 1.65% 2/15/2037, LOC Fannie Mae VRDN (c)(d)
|
730,000
|
730,000
|
|
|
Hillsborough Cnty Fla Indl Dev Auth Health Sys Rev (Baycare Health System Proj.) 1.27% 11/15/2042 (Liquidity Facility PNC Bank NA) VRDN (c)
|
24,500,000
|
24,500,000
|
|
|
Hillsborough Cnty Fla Indl Dev Auth Health Sys Rev (Baycare Health System Proj.) Series 2024 G, 1.55% 11/15/2044 (Liquidity Facility Royal Bank of Canada/New York NY) VRDN (c)
|
22,000,000
|
22,000,000
|
|
|
Lee Cnty FL Indl DevAuth Rev (Florida Pwr & Lt Co Proj.) Series 2016 A, 1.64% 12/1/2046 VRDN (c)(d)
|
5,100,000
|
5,100,000
|
|
|
Lee Cnty FL Indl DevAuth Rev (Florida Pwr & Lt Co Proj.) Series 2016 B, 1.8% 12/1/2046 VRDN (c)(d)
|
4,100,000
|
4,100,000
|
|
|
Miami-Dade Cnty FL Indl Dev Au (Florida Pwr & Lt Co Proj.) Series 2021, 1.65% 5/1/2046 VRDN (c)(d)
|
5,700,000
|
5,700,000
|
|
|
Miami-Dade Cnty FL Indl Dev Au (Florida Pwr & Lt Co Proj.) Series 2024A, 1.7% 5/1/2054 VRDN (c)(d)
|
13,700,000
|
13,700,000
|
|
|
Miami-Dade Cnty FL Indl Dev Au (Florida Pwr & Lt Co Proj.) Series 2024B, 1.65% 5/1/2054 VRDN (c)(d)
|
16,350,000
|
16,350,000
|
|
|
Orange Cnty FL Health Facs (Nemours Foundation Proj.) 1.55% 1/1/2037, LOC TD Bank NA VRDN (c)
|
4,285,000
|
4,285,000
|
|
|
Orange Cnty FL Health Facs (Nemours Foundation Proj.) Series 2009B, 1.55% 1/1/2039, LOC TD Bank NA VRDN (c)
|
15,670,000
|
15,670,000
|
|
|
Volusia Cnty FL Hfa Mfh Rev (Fishermans Landing Of Coconut Creek Florida Proj.) 1.6% 1/15/2032, LOC Fannie Mae VRDN (c)
|
1,450,000
|
1,450,000
|
|
|
TOTAL FLORIDA
|
198,970,000
|
||
|
Georgia - 2.6%
|
|||
|
Bartow Cnty GA Dev Auth Solid Waste Disp Fac Rev (Georgia Power Co Proj.) 2.93% 11/1/2062 VRDN (c)(d)
|
24,035,000
|
24,035,000
|
|
|
Bartow Cnty GA Dev Auth Solid Waste Disp Fac Rev (Georgia Power Co Proj.) 2.93% 11/1/2062 VRDN (c)(d)
|
16,950,000
|
16,950,000
|
|
|
Burke Cnty GA Dev Auth Pcr (Georgia Power Co Proj.) Series 1997, 2.93% 11/1/2052 VRDN (c)(d)
|
21,500,000
|
21,500,000
|
|
|
Heard Cnty GA Dev Auth Poll Cont Rev (Georgia Power Co Proj.) 2.85% 12/1/2037 VRDN (c)(d)
|
14,500,000
|
14,500,000
|
|
|
Monroe Cnty GA Dev Auth Pcr (Georgia Power Co Proj.) 2.95% 4/1/2032 VRDN (c)
|
1,100,000
|
1,100,000
|
|
|
Monroe Cnty GA Dev Auth Rev (Florida Pwr & Lt Co Proj.) Series 2017, 1.79% 11/1/2047 VRDN (c)(d)
|
6,200,000
|
6,200,000
|
|
|
Monroe Cnty GA Dev Auth Rev (Florida Pwr & Lt Co Proj.) Series 2019, 1.7% 6/1/2049 VRDN (c)(d)
|
13,040,000
|
13,040,000
|
|
|
TOTAL GEORGIA
|
97,325,000
|
||
|
Illinois - 1.4%
|
|||
|
Chicago IL Midway Arpt Rev Series 2014 C, 1.58% 1/1/2044, LOC PNC Bank NA VRDN (c)(d)
|
4,300,000
|
4,300,000
|
|
|
Chicago IL O'Hare Intl Arpt Rev Spl (Deutsche Lufthansa A G Proj.) 1.68% 5/1/2035, LOC Bayerische Landesbank VRDN (c)(d)
|
6,000,000
|
6,000,000
|
|
|
Illinois Dev Fin Auth Rev (Glenwood School For Boys, Il Proj.) 1.85% 2/1/2033, LOC Northern Trust CO Chicago VRDN (c)
|
1,900,000
|
1,900,000
|
|
|
Illinois Fin Auth Rev (University Of Chicago Hosps,Il Proj.) 2.8% 8/1/2044, LOC TD Bank NA VRDN (c)
|
14,535,000
|
14,535,000
|
|
|
Will Cnty IL Exempt Facs Rev (Exxon Capital Ventures Inc Proj.) 2.9% 4/1/2031 (Exxon Mobil Corp Guaranteed) VRDN (c)(d)
|
26,815,000
|
26,815,000
|
|
|
TOTAL ILLINOIS
|
53,550,000
|
||
|
Indiana - 2.7%
|
|||
|
Hammond Ind Sew&Sd Wst Dsp Rev (Cargill Inc Proj.) 1.61% 12/1/2029 VRDN (c)(d)
|
33,700,000
|
33,700,000
|
|
|
Indiana Fin Auth Health Sys Rev (Franciscan Alliance Proj.) Series 2026 B, 2.85% 11/1/2056 (Liquidity Facility Bank of America NA) VRDN (c)
|
27,900,000
|
27,900,000
|
|
|
Indiana Fin Auth Health Sys Rev (Franciscan Alliance Proj.) Series 2026C, 2.85% 11/1/2056 (Liquidity Facility Bank of America NA) VRDN (c)
|
19,395,000
|
19,395,000
|
|
|
Indiana St Dev Fin Auth Envr Rev (Duke Energy Ind Inc Proj.) 1.75% 12/1/2038 VRDN (c)(d)
|
1,050,000
|
1,050,000
|
|
|
Indiana St Fin Auth Environmental Rev (Duke Energy Ind Inc Proj.) 2.85% 10/1/2040, LOC Sumitomo Mitsui Banking Corp/New York VRDN (c)
|
18,360,000
|
18,360,000
|
|
|
TOTAL INDIANA
|
100,405,000
|
||
|
Iowa - 3.2%
|
|||
|
Iowa Fin Auth Health Facs Rev (Unitypoint Health Proj.) Series 2013B 1, 2.8% 2/15/2039, LOC TD Bank NA VRDN (c)
|
1,400,000
|
1,400,000
|
|
|
Iowa Fin Auth Health Facs Rev (Unitypoint Health Proj.) Series 2013B 2, 2.8% 2/15/2039, LOC TD Bank NA VRDN (c)
|
19,825,000
|
19,825,000
|
|
|
Iowa Fin Auth Pollutn Ctl Fac Rev (Midamerican Energy Co Proj.) Series 2016A, 1.67% 9/1/2036 VRDN (c)
|
1,200,000
|
1,200,000
|
|
|
Iowa Fin Auth Rev (Unitypoint Health Proj.) Series 2018 F, 2.8% 7/1/2041, LOC TD Bank NA VRDN (c)
|
9,950,000
|
9,950,000
|
|
|
Iowa Fin Auth Sld Disp Wst Rev (Chevron Usa Inc Proj.) 2.9% 8/1/2054 (Chevron Corp Guaranteed) VRDN (c)(d)
|
49,600,000
|
49,600,000
|
|
|
Iowa Fin Auth Solid Waste Facs Rev (Midamerican Energy Co Proj.) 1.65% 12/1/2047 VRDN (c)(d)
|
36,530,000
|
36,530,000
|
|
|
TOTAL IOWA
|
118,505,000
|
||
|
Kansas - 0.2%
|
|||
|
Burlington Kans Envr Imprv Rev (Evergy Kansas Metro Proj.) 1.72% 9/1/2035 VRDN (c)
|
3,300,000
|
3,300,000
|
|
|
Burlington Kans Envr Imprv Rev (Evergy Kansas Metro Proj.) 1.72% 9/1/2035 VRDN (c)
|
1,000,000
|
1,000,000
|
|
|
LA Cygne KS Pollution Ctl Rev (Evergy Kansas South Proj.) 1.7% 4/15/2027 VRDN (c)
|
400,000
|
400,000
|
|
|
St Marys Kans Pollutn Ctl Rev (Evergy Kansas South Proj.) 1.7% 4/15/2032 VRDN (c)
|
4,100,000
|
4,100,000
|
|
|
Wamego Kansas Pcr (Evergy Kansas South Proj.) 1.7% 4/15/2032 VRDN (c)
|
200,000
|
200,000
|
|
|
TOTAL KANSAS
|
9,000,000
|
||
|
Kentucky - 3.1%
|
|||
|
Kentucky Bond Development Corp (Baptist Health Obligated Group Proj.) Series 2025 B, 2.9% 8/15/2055, LOC Truist Bank VRDN (c)
|
28,700,000
|
28,700,000
|
|
|
Louisville & Jefferson Cnty KY Metro Govt Health Sys Rev (Norton Healthcare Inc Proj.) Series 2023C, 2.9% 10/1/2053, LOC Truist Bank VRDN (c)
|
8,200,000
|
8,200,000
|
|
|
Louisville & Jefferson Cnty KY Metro Govt Health Sys Rev (Norton Healthcare Inc Proj.) Series 2023D, 2.9% 10/1/2053, LOC Truist Bank VRDN (c)
|
13,655,000
|
13,655,000
|
|
|
Louisville KY Regl Arpt Auth Spl Facs Rev (United Parcel Service Inc Proj.) 2.9% 11/1/2036 VRDN (c)(d)
|
42,600,000
|
42,600,000
|
|
|
Meade Cnty KY Indl Bldg Rev (Nucor Corp Proj.) Series 2020 A 1, 3.2% 7/1/2060 VRDN (c)(d)
|
10,560,000
|
10,560,000
|
|
|
Meade Cnty KY Indl Bldg Rev (Nucor Corp Proj.) Series 2020 B 1, 3.2% 7/1/2060 VRDN (c)(d)
|
4,500,000
|
4,500,000
|
|
|
Meade Cnty KY Indl Bldg Rev (Nucor Corp Proj.) Series 2021 A 1, 3.2% 8/1/2061 VRDN (c)(d)
|
6,775,000
|
6,775,000
|
|
|
Meade Cnty KY Indl Bldg Rev (Nucor Corp Proj.) Series 2021B 1, 3.15% 8/1/2061 VRDN (c)(d)
|
200,000
|
200,000
|
|
|
TOTAL KENTUCKY
|
115,190,000
|
||
|
Louisiana - 3.0%
|
|||
|
Louisiana Pub Fac Auth Hsp Rev (Louisiana Childrens Medical Center Proj.) Series 2017B, 1.59% 9/1/2057, LOC TD Bank NA VRDN (c)
|
4,880,000
|
4,880,000
|
|
|
Louisiana Pub Facs Auth Recycling Fac Rev (Chevron Usa Inc Proj.) Series 2024, 2.9% 5/1/2054 (Chevron Corp Guaranteed) VRDN (c)(d)
|
35,000,000
|
35,000,000
|
|
|
Louisiana Pub Facs Auth Rev (Air Products & Chemicals Inc Proj.) 1.71% 12/1/2037 VRDN (c)(d)
|
14,000,000
|
14,000,000
|
|
|
Louisiana Pub Facs Auth Rev (Christus Health Proj.) 1.3% 7/1/2047, LOC Sumitomo Mitsui Banking Corp/New York VRDN (c)
|
5,925,000
|
5,925,000
|
|
|
Louisiana St Gas & Fuel Tax Rv 2.8% 5/1/2043, LOC Toronto-Dominion Bank/NY VRDN (c)
|
21,645,000
|
21,645,000
|
|
|
Louisiana St Gas & Fuel Tax Rv 2.8% 5/1/2043, LOC Toronto-Dominion Bank/NY VRDN (c)
|
14,040,000
|
14,040,000
|
|
|
St Bernard Parish LA Exempt Fa C Rev (Exxon Mobil Corp Proj.) 2.9% 11/1/2026 VRDN (c)(d)
|
15,500,000
|
15,500,000
|
|
|
TOTAL LOUISIANA
|
110,990,000
|
||
|
Michigan - 1.2%
|
|||
|
Michigan Strategic Fund (Chevron Usa Inc Proj.) Series 2024, 2.9% 11/1/2054 (Chevron Corp Guaranteed) VRDN (c)(d)
|
43,800,000
|
43,800,000
|
|
|
Minnesota - 1.2%
|
|||
|
Minnesota Agricultural & Economic Development Board (Fairview Hsp & Hltcare Srv Sys Proj.) 2.85% 11/15/2065, LOC Bank of America NA VRDN (c)
|
44,390,000
|
44,390,000
|
|
|
Mississippi - 2.7%
|
|||
|
Mississippi Bus Fin Corp Rev (Mississippi Power Co Proj.) Series 1999, 2.85% 12/1/2027 VRDN (c)(d)
|
3,700,000
|
3,700,000
|
|
|
Mississippi Bus Fin Corp Sld Wst Disp Rev (Waste Management Inc Del Proj.) 1.45% 7/1/2028, LOC Bank of America NA VRDN (c)(d)
|
10,000,000
|
10,000,000
|
|
|
Mississippi Business Fin Corp Miss Gulf Opportunity Zone Indl Dev Rev (Chevron Corp New Proj.) 2.85% 11/1/2035 VRDN (c)
|
7,155,000
|
7,155,000
|
|
|
Mississippi Business Fin Corp Miss Gulf Opportunity Zone Indl Dev Rev (Chevron Usa Inc Proj.) 2.85% 12/1/2030 (Chevron Corp Guaranteed) VRDN (c)
|
24,670,000
|
24,670,000
|
|
|
Mississippi Business Fin Corp Miss Gulf Opportunity Zone Indl Dev Rev (Chevron Usa Inc Proj.) 2.85% 12/1/2030 (Chevron Corp Guaranteed) VRDN (c)
|
11,250,000
|
11,250,000
|
|
|
Mississippi Business Fin Corp Port Fac Rev (Chevron Usa Inc Proj.) Series 2023, 2.85% 6/1/2043 (Chevron Corp Guaranteed) VRDN (c)
|
30,200,000
|
30,200,000
|
|
|
Mississippi Dev Bank Spl Oblig (Jackson Cnty Ms Port Fac Rev Proj.) 2.85% 12/1/2039 (Chevron Corp Guaranteed) VRDN (c)
|
13,400,000
|
13,400,000
|
|
|
TOTAL MISSISSIPPI
|
100,375,000
|
||
|
Missouri - 0.0%
|
|||
|
Missouri Hlth & Edl Facs Rev (St Louis University Proj.) 2.8% 10/1/2035, LOC Wells Fargo Bank NA VRDN (c)
|
1,460,000
|
1,460,000
|
|
|
Nebraska - 2.6%
|
|||
|
County of Washington NE (Cargill Inc Proj.) Series 2012, 1.62% 9/1/2030 VRDN (c)(d)
|
6,670,000
|
6,670,000
|
|
|
Nebraska Invt Fin Auth Single Family Hsg Rev (NE Single Family Hsg Proj.) Series 2014B, 1.45% 9/1/2038 (Liquidity Facility Federal Home Loan Bank of Topeka) VRDN (c)(d)
|
11,050,000
|
11,050,000
|
|
|
Nebraska Invt Fin Auth Single Family Hsg Rev (NE Single Family Hsg Proj.) Series 2015B, 1.45% 9/1/2038 (Liquidity Facility Federal Home Loan Bank of Topeka) VRDN (c)(d)
|
13,590,000
|
13,590,000
|
|
|
Nebraska Invt Fin Auth Single Family Hsg Rev (NE Single Family Hsg Proj.) Series 2015D, 1.45% 9/1/2032 (Liquidity Facility Federal Home Loan Bank of Topeka) VRDN (c)(d)
|
7,665,000
|
7,665,000
|
|
|
Nebraska Invt Fin Auth Single Family Hsg Rev (NE Single Family Hsg Proj.) Series 2016B, 1.45% 9/1/2032 (Liquidity Facility Federal Home Loan Bank of Topeka) VRDN (c)(d)
|
6,300,000
|
6,300,000
|
|
|
Nebraska Invt Fin Auth Single Family Hsg Rev (NE Single Family Hsg Proj.) Series 2016D, 1.45% 9/1/2032 (Liquidity Facility Federal Home Loan Bank of Topeka) VRDN (c)(d)
|
6,360,000
|
6,360,000
|
|
|
Nebraska Invt Fin Auth Single Family Hsg Rev (Ne Single Family Hsg Proj.) Series 2018 B, 1.45% 3/1/2048 (Liquidity Facility Federal Home Loan Bank of Topeka) VRDN (c)(d)
|
12,000,000
|
12,000,000
|
|
|
Nebraska Invt Fin Auth Single Family Hsg Rev (NE Single Family Hsg Proj.) Series 2018 D, 1.45% 9/1/2048 (Liquidity Facility Federal Home Loan Bank of Topeka) VRDN (c)(d)
|
14,115,000
|
14,115,000
|
|
|
Nebraska Invt Fin Auth Single Family Hsg Rev (NE Single Family Hsg Proj.) Series 2021 B, 1.45% 9/1/2050 (Liquidity Facility Federal Home Loan Bank of Topeka) VRDN (c)(d)
|
20,000,000
|
20,000,000
|
|
|
TOTAL NEBRASKA
|
97,750,000
|
||
|
Nevada - 1.1%
|
|||
|
Clark Cnty NV Indl Dev Rev (Southwest Gas Corp Proj.) Series 2008 A, 1.65% 3/1/2038, LOC MUFG Bank Ltd/New York NY VRDN (c)(d)
|
38,600,000
|
38,600,000
|
|
|
Nevada Hsg Div (Reno Leased Housing Associates I Lllp Proj.) Series 2026, 1.65% 5/1/2044, LOC Barclays Bank PLC VRDN (c)
|
1,000,000
|
1,000,000
|
|
|
TOTAL NEVADA
|
39,600,000
|
||
|
New York - 10.0%
|
|||
|
City of New York NY Gen. Oblig. 1.6% 8/1/2038, LOC Sumitomo Mitsui Banking Corp/New York VRDN (c)
|
4,775,000
|
4,775,000
|
|
|
City of New York NY Gen. Oblig. 2.85% 5/1/2052 (Liquidity Facility State Street Bank & Trust Co) VRDN (c)
|
9,380,000
|
9,380,000
|
|
|
City of New York NY Gen. Oblig. Series 2013 A 3, 2.8% 10/1/2040 (Liquidity Facility Mizuho Bank Ltd/New York NY) VRDN (c)
|
1,205,000
|
1,205,000
|
|
|
City of New York NY Gen. Oblig. Series 2014 D 4, 2.8% 8/1/2040, LOC TD Bank NA VRDN (c)
|
16,690,000
|
16,690,000
|
|
|
City of New York NY Gen. Oblig. Series 2015 F 5, 2.85% 6/1/2044 (Liquidity Facility Barclays Bank PLC) VRDN (c)
|
2,170,000
|
2,170,000
|
|
|
City of New York NY Gen. Oblig. Series 2017 A 7, 2.87% 8/1/2044 (Liquidity Facility BMO Bank NA) VRDN (c)
|
9,495,000
|
9,495,000
|
|
|
City of New York NY Gen. Oblig. Series B 4, 2.85% 10/1/2046 (Liquidity Facility Barclays Bank PLC) VRDN (c)
|
8,715,000
|
8,715,000
|
|
|
City of New York NY Gen. Oblig. Series B 5, 2.85% 10/1/2046 (Liquidity Facility Barclays Bank PLC) VRDN (c)
|
6,570,000
|
6,570,000
|
|
|
City of New York NY Gen. Oblig. Series FISCAL 2019 D 4, 2.85% 12/1/2047 (Liquidity Facility State Street Bank & Trust Co) VRDN (c)
|
5,800,000
|
5,800,000
|
|
|
City of New York NY Gen. Oblig. Series FISCAL 2023A SUB A 3, 2.8% 9/1/2049 (Liquidity Facility Bank of Montreal/Chicago IL) VRDN (c)
|
17,330,000
|
17,330,000
|
|
|
City of New York NY Gen. Oblig. Series FISCAL 2023A SUB A 4, 2.8% 9/1/2049 (Liquidity Facility Toronto Dominion Bank) VRDN (c)
|
9,245,000
|
9,245,000
|
|
|
City of New York NY Gen. Oblig. Series G 3, 2.8% 2/1/2055 (Liquidity Facility TD Bank NA) VRDN (c)
|
33,075,000
|
33,075,000
|
|
|
Metropolitan Transn Auth NY Rv 2.85% 11/1/2035, LOC Bank of America NA VRDN (c)
|
5,000,000
|
5,000,000
|
|
|
New York NY City Indl Dev Agy (Various Capital Projects) 2.85% 5/1/2033, LOC Bank of America NA VRDN (c)
|
6,800,000
|
6,800,000
|
|
|
New York NY City Transitional Fin Auth Rev Series 2011 A 4, 2.85% 8/1/2039 (Liquidity Facility Barclays Bank PLC) VRDN (c)
|
24,880,000
|
24,880,000
|
|
|
New York NY City Transitional Fin Auth Rev Series 2014 B 3, 2.85% 11/1/2042 (Liquidity Facility Barclays Bank PLC) VRDN (c)
|
3,655,000
|
3,655,000
|
|
|
New York NY City Transitional Fin Auth Rev Series 2016, 2.85% 8/1/2041 (Liquidity Facility Bank of America NA) VRDN (c)
|
2,300,000
|
2,300,000
|
|
|
New York NY City Transitional Fin Auth Rev Series A 4, 2.8% 8/1/2043 (Liquidity Facility Mizuho Bank Ltd/New York NY) VRDN (c)
|
12,900,000
|
12,900,000
|
|
|
New York NY City Transitional Fin Auth Rev Series A-3, 2.86% 8/1/2043 (Liquidity Facility Mizuho Bank Ltd/New York NY) VRDN (c)
|
6,450,000
|
6,450,000
|
|
|
New York NY City Transitional Fin Auth Rev Series FISCAL 2019 C 4, 2.85% 11/1/2044 (Liquidity Facility Barclays Bank PLC) VRDN (c)
|
24,180,000
|
24,180,000
|
|
|
New York NY Cty Muni Wtr Fin Auth 2.8% 6/15/2043 (Liquidity Facility TD Bank NA) VRDN (c)
|
25,005,000
|
25,005,000
|
|
|
New York NY Cty Muni Wtr Fin Auth Series 2014 AA 3, 2.8% 6/15/2049 (Liquidity Facility TD Bank NA) VRDN (c)
|
5,640,000
|
5,640,000
|
|
|
New York NY Cty Muni Wtr Fin Auth Series 2015 BB 2, 2.85% 6/15/2049 (Liquidity Facility Mizuho Bank Ltd/New York NY) VRDN (c)
|
8,500,000
|
8,500,000
|
|
|
New York NY Cty Muni Wtr Fin Auth Series 2015 BB 4, 2.85% 6/15/2050 (Liquidity Facility Barclays Bank PLC) VRDN (c)
|
1,595,000
|
1,595,000
|
|
|
New York NY Cty Muni Wtr Fin Auth Series AA 5, 2.8% 6/15/2048 (Liquidity Facility Mizuho Bank Ltd/New York NY) VRDN (c)
|
9,375,000
|
9,375,000
|
|
|
New York NY Cty Muni Wtr Fin Auth Series BB 1, 2.85% 6/15/2049 (Liquidity Facility Bank of America NA) VRDN (c)
|
7,000,000
|
7,000,000
|
|
|
New York NY Cty Muni Wtr Fin Auth Series BB 1B, 2.95% 6/15/2049 (Liquidity Facility State Street Bank & Trust Co) VRDN (c)
|
7,990,000
|
7,990,000
|
|
|
New York NY Cty Muni Wtr Fin Auth Series BB 2, 2.8% 6/15/2049 (Liquidity Facility State Street Bank & Trust Co) VRDN (c)
|
6,000,000
|
6,000,000
|
|
|
New York NY Cty Muni Wtr Fin Auth Series FISCAL 2023 CC, 2.85% 6/15/2053 (Liquidity Facility Barclays Bank PLC) VRDN (c)
|
7,000,000
|
7,000,000
|
|
|
New York NY Cty Muni Wtr Fin Auth Series FISCAL 2025 SUB EE 1, 2.8% 6/15/2055 (Liquidity Facility TD Bank NA) VRDN (c)
|
17,970,000
|
17,970,000
|
|
|
New York NY Cty Muni Wtr Fin Auth Series FISCAL 2026 CC, 2.8% 6/15/2056 (Liquidity Facility TD Bank NA) VRDN (c)
|
5,100,000
|
5,100,000
|
|
|
New York St Hsg Fin Agy Rev (Penmark Realty Corp Proj.) 3.15% 11/1/2034, LOC Landesbank Hessen-Thueringen Girozentrale VRDN (c)(d)
|
18,100,000
|
18,100,000
|
|
|
New York St Hsg Fin Agy Rev (Related Companies Proj.) 1.45% 11/15/2029, LOC Fannie Mae VRDN (c)(d)
|
4,100,000
|
4,100,000
|
|
|
New York St Hsg Fin Agy Rev (Silverstein Properties Inc Proj.) 1.6% 5/15/2041, LOC Fannie Mae VRDN (c)(d)
|
15,100,000
|
15,100,000
|
|
|
New York St Hsg Fin Agy Rev (Various Capital Projects) Series 2014A, 2.8% 11/1/2046, LOC Landesbank Hess-Thurngn (Ungtd) NY Br VRDN (c)
|
10,600,000
|
10,600,000
|
|
|
NY Mta Dedicated Tax Fund Series 2008A 1, 2.8% 11/1/2031, LOC TD Bank NA VRDN (c)
|
4,430,000
|
4,430,000
|
|
|
Triborough Brdg & Tunl NY Revs Series 2005B 4A, 2.8% 1/1/2032, LOC TD Bank NA VRDN (c)
|
9,920,000
|
9,920,000
|
|
|
TOTAL NEW YORK
|
374,040,000
|
||
|
North Carolina - 2.1%
|
|||
|
Atrium Health (Carolinas Healthcare System Proj.) 2.8% 1/15/2044, LOC TD Bank NA VRDN (c)
|
17,925,000
|
17,925,000
|
|
|
Cumberland Cnty NC Indl Facs & Pollution Ctl Fing Auth Exempt Facs Rev (Cargill Inc Proj.) Series 2022, 1.61% 8/1/2052 VRDN (c)(d)
|
2,900,000
|
2,900,000
|
|
|
Hertford Cnty NC Indl Facs & Pollutn Ctl Fing Auth Indl Dev Rev (Nucor Corp Proj.) 1.8% 11/1/2033 VRDN (c)(d)
|
50,000
|
50,000
|
|
|
Lower Cape Fear N C Wtr & Swr Auth Spl Fac Rev (Smithfield Foods Proj.) 1.65% 12/1/2034, LOC Cooperatieve Rabobank UA/NY VRDN (c)
|
1,300,000
|
1,300,000
|
|
|
North Carolina Housing Finance Agency (NC Homeownership Proj.) Series 55 B, 2.8% 1/1/2050 (Liquidity Facility TD Bank NA) VRDN (c)
|
31,500,000
|
31,500,000
|
|
|
North Carolina Med Care Commn Health Care Facs Rev (Firsthealth Of Carolinas Proj.) Series 2017C, 2.9% 10/1/2039, LOC Truist Bank VRDN (c)
|
13,310,000
|
13,310,000
|
|
|
North Carolina Med Care Commn Health Care Facs Rev (Firsthealth Of Carolinas Proj.) Series 2017D, 2.9% 10/1/2032, LOC Truist Bank VRDN (c)
|
9,900,000
|
9,900,000
|
|
|
TOTAL NORTH CAROLINA
|
76,885,000
|
||
|
Ohio - 2.9%
|
|||
|
Cuyahoga Cnty OH Hlth Care Fac (The A.M. Mcgregor Home Proj.) Series 2014, 1.61% 5/1/2049, LOC Northern Trust CO Chicago VRDN (c)
|
1,800,000
|
1,800,000
|
|
|
Franklin Cnty OH Hosp Facs Rev (Ohiohealth Corporation Proj.) Series 2011D, 1.55% 11/15/2033 VRDN (c)
|
22,800,000
|
22,800,000
|
|
|
Franklin Cnty Ohio Hosp Rev (Ohiohealth Corporation Proj.) 1.6% 7/1/2029, LOC Northern Trust CO Chicago VRDN (c)
|
1,330,000
|
1,330,000
|
|
|
Hamilton Cnty OH Hosp Facs Rev (Childrens Hosp Med Ctr Cinn,Oh Proj.) Series 2018AA, 1.57% 5/15/2037 VRDN (c)
|
4,000,000
|
4,000,000
|
|
|
Montgomery Cnty OH Hosp Rev (Premier Health Partners Proj.) Series 2019 C, 2.85% 11/15/2045, LOC PNC Bank NA VRDN (c)
|
9,370,000
|
9,370,000
|
|
|
Ohio St Adult Correctional Cap Facs (Ohio St Proj.) Series 2019 C, 1.45% 10/1/2039 VRDN (c)
|
45,000,000
|
45,000,000
|
|
|
Ohio St Hosp Rev (University Hosp Hlth Sys, Oh Proj.) 2.8% 1/15/2046, LOC Royal Bank of Canada/New York NY VRDN (c)
|
1,450,000
|
1,450,000
|
|
|
Ohio St Hsg Fin Agy Residential Mtg Rev (OH Residential Mortgage Proj.) Series G, 1.65% 3/1/2036 (Liquidity Facility TD Bank NA) VRDN (c)(d)
|
9,985,000
|
9,985,000
|
|
|
Ohio St Hsg Fin Agy Residential Mtg Rev (OH Residential Mortgage Proj.) Series H, 1.55% 3/1/2036 (Liquidity Facility State of Ohio) VRDN (c)(d)
|
7,420,000
|
7,420,000
|
|
|
Ohio St Hsg Fin Agy Residential Mtg Rev (OH Residential Mortgage Proj.) Series I, 1.65% 3/1/2036 (Liquidity Facility TD Bank NA) VRDN (c)(d)
|
3,910,000
|
3,910,000
|
|
|
TOTAL OHIO
|
107,065,000
|
||
|
Pennsylvania - 2.1%
|
|||
|
Del Cnty PA Ida Arpt Facs (United Parcel Service Inc Proj.) Series 2015, 2.85% 9/1/2045 VRDN (c)
|
44,910,000
|
44,910,000
|
|
|
Lancaster PA Indl Dev Auth Rev (Willow Valley Retirement Communities Proj.) 1.6% 12/1/2039, LOC PNC Bank NA VRDN (c)
|
5,270,000
|
5,270,000
|
|
|
Pennsylvania Higher Educational Facilities Authority (Thomas Jefferson Univ-Abiington Proj.) Series 2024D1, 2.85% 11/1/2061, LOC Bank of America NA VRDN (c)
|
10,610,000
|
10,610,000
|
|
|
Pennsylvania Higher Educational Facilities Authority (Thomas Jefferson Univ-Abiington Proj.) Series 2024D2, 2.9% 11/1/2061, LOC PNC Bank NA VRDN (c)
|
17,300,000
|
17,300,000
|
|
|
TOTAL PENNSYLVANIA
|
78,090,000
|
||
|
South Carolina - 1.0%
|
|||
|
Berkeley Cnty SC Indl Dev Rev (Nucor Corp Proj.) 1.95% 3/1/2029 VRDN (c)(d)
|
3,625,000
|
3,625,000
|
|
|
Berkeley Cnty SC Indl Dev Rev (Nucor Corp Proj.) 1.95% 4/1/2031 VRDN (c)(d)
|
2,185,000
|
2,185,000
|
|
|
Darlington Cnty SC Indl Dev Re (Nucor Corp Proj.) 1.95% 8/1/2029 VRDN (c)(d)
|
2,713,000
|
2,713,000
|
|
|
South Carolina Jobs-Economic Dev Auth Hosp Rev (Prisma Health Proj.) Series 2018B, 2.8% 5/1/2048, LOC TD Bank NA VRDN (c)
|
6,680,000
|
6,680,000
|
|
|
South Carolina Jobs-Economic Dev Auth Hosp Rev (Prisma Health Proj.) Series 2018C, 2.8% 5/1/2048, LOC TD Bank NA VRDN (c)
|
23,320,000
|
23,320,000
|
|
|
TOTAL SOUTH CAROLINA
|
38,523,000
|
||
|
Tennessee - 0.9%
|
|||
|
Clarksville TN Public Bldg Ath (Tennessee Muni Bond Fund Proj.) 2.93% 1/1/2033, LOC Bank of America NA VRDN (c)
|
1,500,000
|
1,500,000
|
|
|
Clarksville TN Public Bldg Ath (Tennessee Muni Bond Fund Proj.) 2.93% 11/1/2035, LOC Bank of America NA VRDN (c)
|
9,965,000
|
9,965,000
|
|
|
Clarksville TN Public Bldg Ath (Tennessee Muni Bond Fund Proj.) 2.93% 2/1/2038, LOC Bank of America NA VRDN (c)
|
10,545,000
|
10,545,000
|
|
|
Industrial Dev Brd Blount Cnty & Cities Alcoa & Maryville Tenn (Alcoa Tn Proj.) 1.87% 6/1/2036, LOC Truist Bank VRDN (c)
|
1,970,000
|
1,970,000
|
|
|
Loudon CO TN Idb Exmpt Fac Rv (Kimberly-Clark Corp Proj.) 1.75% 11/1/2034 VRDN (c)(d)
|
1,000,000
|
1,000,000
|
|
|
Montgomery Cnty TN Pub Bldg Au 2.9% 2/1/2036, LOC Bank of America NA VRDN (c)
|
6,515,000
|
6,515,000
|
|
|
Montgomery Cnty TN Pub Bldg Au 2.9% 7/1/2034, LOC Bank of America NA VRDN (c)
|
1,000,000
|
1,000,000
|
|
|
TOTAL TENNESSEE
|
32,495,000
|
||
|
Texas - 8.3%
|
|||
|
Calhoun Cnty Tex Nav Dist Environmental Facs Rev (Formosa Plastics Corp Proj.) 1.55% 5/1/2034, LOC Citibank NA VRDN (c)(d)
|
5,000,000
|
5,000,000
|
|
|
Calhoun Cnty TX Nav Dist Pol (Formosa Plastics Corp Texas Proj.) 1.55% 9/1/2032, LOC Citibank NA VRDN (c)(d)
|
10,000,000
|
10,000,000
|
|
|
Calhoun Port Auth TX Environmental Facs Rev (Formosa Plastics Corp Texas Proj.) 1.61% 11/1/2037, LOC PNC Bank NA VRDN (c)(d)
|
11,330,000
|
11,330,000
|
|
|
Calhoun Port Auth TX Environmental Facs Rev (Formosa Plastics Corp Texas Proj.) 1.61% 11/1/2038, LOC Bank of America NA VRDN (c)(d)
|
4,400,000
|
4,400,000
|
|
|
Dallas-Fort Worth Intl Arpt TX (United Parcel Service Inc Proj.) 2.88% 5/1/2032 VRDN (c)(d)
|
29,050,000
|
29,050,000
|
|
|
Harris Cnty TX Cultural Ed Facs Fin Corp Rev (Methodist Healthcare Sys, Tx Proj.) Series 2025 A, 2.85% 12/1/2060 (Liquidity Facility Bank of America NA) VRDN (c)
|
7,240,000
|
7,240,000
|
|
|
Harris Cnty TX Cultural Ed Facs Fin Corp Rev (Methodist Healthcare Sys, Tx Proj.) Series 2025 D, 2.85% 12/1/2060 (Liquidity Facility Royal Bank of Canada/New York NY) VRDN (c)
|
3,345,000
|
3,345,000
|
|
|
Harris Cnty TX Cultural Ed Facs Fin Corp Rev (Methodist Healthcare Sys, Tx Proj.) Series 2025 E, 2.85% 12/1/2060 (Liquidity Facility Royal Bank of Canada/New York NY) VRDN (c)
|
3,970,000
|
3,970,000
|
|
|
Harris Cnty TX Cultural Ed Facs Fin Corp Rev (Methodist Healthcare Sys, Tx Proj.) Series 2025 F, 1.57% 12/1/2060 (Liquidity Facility Royal Bank of Canada/New York NY) VRDN (c)
|
15,800,000
|
15,800,000
|
|
|
Harris Cnty TX Cultural Ed Facs Fin Corp Rev (Methodist Healthcare Sys, Tx Proj.) Series 2025B, 2.85% 12/1/2060 (Liquidity Facility Bank of America NA) VRDN (c)
|
31,200,000
|
31,200,000
|
|
|
Harris Cnty TX Cultural Ed Facs Fin Corp Rev (Methodist Healthcare Sys, Tx Proj.) Series 2025G, 2.85% 12/1/2060 (Liquidity Facility PNC Bank NA) VRDN (c)
|
4,400,000
|
4,400,000
|
|
|
Harris Cnty TX Hosp Dist Rev 1.61% 2/15/2042, LOC JPMorgan Chase Bank NA VRDN (c)
|
3,700,000
|
3,700,000
|
|
|
Harris Cnty TX Idc Pcr (Exxon Capital Ventures Inc Proj.) 2.9% 8/15/2027 (Exxon Mobil Corp Guaranteed) VRDN (c)(d)
|
7,400,000
|
7,400,000
|
|
|
Houston TX Util Sys Rev 1.59% 5/15/2034, LOC Royal Bank of Canada/New York NY VRDN (c)
|
1,800,000
|
1,800,000
|
|
|
Jewett Economic Dev Corp Tex I (Nucor Corp Proj.) 1.85% 8/1/2038 VRDN (c)(d)
|
4,400,000
|
4,400,000
|
|
|
Lower Nchs Vly Ath TX Idcrp Re (Exxon Capital Ventures Inc Proj.) 2.85% 11/1/2029 (Exxon Mobil Corp Guaranteed) VRDN (c)
|
6,345,000
|
6,345,000
|
|
|
Lower Nchs Vly Ath TX Idcrp Re (Exxon Capital Ventures Inc Proj.) 2.9% 11/1/2029 (Exxon Mobil Corp Guaranteed) VRDN (c)(d)
|
1,155,000
|
1,155,000
|
|
|
Lower Nchs Vly Ath TX Idcrp Re (Exxon Capital Ventures Inc Proj.) 2.9% 12/1/2039 (Exxon Mobil Corp Guaranteed) VRDN (c)(d)
|
1,180,000
|
1,180,000
|
|
|
Lower Nchs Vly Ath TX Idcrp Re (Exxon Capital Ventures Inc Proj.) 2.9% 3/1/2033 (Exxon Mobil Corp Guaranteed) VRDN (c)(d)
|
2,505,000
|
2,505,000
|
|
|
Lower Nchs Vly Ath TX Idcrp Re (Exxon Mobil Corp Proj.) 2.9% 4/1/2029 VRDN (c)(d)
|
16,400,000
|
16,400,000
|
|
|
Lower Nchs Vly Ath TX Idcrp Re (Onyx Environmental Svcs Llc Proj.) Series 2003, 1.69% 5/1/2028, LOC Bank of America NA VRDN (c)(d)
|
10,250,000
|
10,250,000
|
|
|
Lower Neches Valley Auth Tex (Exxon Capital Ventures Inc Proj.) 2.85% 11/1/2051 (Exxon Mobil Corp Guaranteed) VRDN (c)
|
15,390,000
|
15,390,000
|
|
|
Lower Neches Valley Auth Tex (Exxon Capital Ventures Inc Proj.) 2.85% 5/1/2046 (Exxon Mobil Corp Guaranteed) VRDN (c)
|
30,000,000
|
30,000,000
|
|
|
Port Arthur TX Navigation District (Air Products & Chemicals Inc Proj.) 1.71% 4/1/2035 VRDN (c)(d)
|
25,000,000
|
25,000,000
|
|
|
Port Arthur TX Navigation District (Air Products & Chemicals Inc Proj.) 1.71% 4/1/2036 VRDN (c)(d)
|
11,000,000
|
11,000,000
|
|
|
Port Arthur TX Navigation District (Air Products & Chemicals Inc Proj.) 1.71% 4/1/2037 VRDN (c)(d)
|
22,500,000
|
22,500,000
|
|
|
Port Port Arthur TX Nav Dist R (Total Petrochemicals &Refining Sa/Nv Proj.) 1.62% 4/1/2027 (TotalEnergies SE Guaranteed) VRDN (c)(d)
|
10,000,000
|
10,000,000
|
|
|
Port Port Arthur TX Nav Dist R (Total Petrochemicals &Refining Sa/Nv Proj.) 1.62% 5/1/2035 (TotalEnergies SE Guaranteed) VRDN (c)(d)
|
10,000,000
|
10,000,000
|
|
|
Texas State Gen. Oblig. 1.7% 12/1/2041 (Liquidity Facility State Street Bank & Trust Co) VRDN (c)
|
1,000,000
|
1,000,000
|
|
|
Texas State Gen. Oblig. 1.7% 12/1/2042 (Liquidity Facility State Street Bank & Trust Co) VRDN (c)
|
500,000
|
500,000
|
|
|
Texas State Gen. Oblig. 1.7% 12/1/2043 (Liquidity Facility State Street Bank & Trust Co) VRDN (c)
|
700,000
|
700,000
|
|
|
Texas State Gen. Oblig. 1.7% 6/1/2043 (Liquidity Facility State Street Bank & Trust Co) VRDN (c)
|
705,000
|
705,000
|
|
|
Texas State Gen. Oblig. Series 2017, 1.6% 12/1/2047 (Liquidity Facility Sumitomo Mitsui Banking Corp/New York) VRDN (c)
|
700,000
|
700,000
|
|
|
TOTAL TEXAS
|
308,365,000
|
||
|
Virginia - 1.3%
|
|||
|
Roanoke VA Economic Dev Auth Hosp Rev (Carilion Health System Proj.) Series 2020C, 2.8% 7/1/2052, LOC TD Bank NA VRDN (c)
|
7,600,000
|
7,600,000
|
|
|
VA Small Business Fing Auth Hosp Rev (Carilion Health System Proj.) Series 2008 B, 2.8% 7/1/2042, LOC TD Bank NA VRDN (c)
|
25,840,000
|
25,840,000
|
|
|
Winchester VA Economic Dev Auth Rev (Valley Health Proj.) Series 2024B 1, 2.9% 1/1/2054, LOC Truist Bank VRDN (c)
|
12,790,000
|
12,790,000
|
|
|
Winchester VA Economic Dev Auth Rev (Valley Health Proj.) Series 2024B 2, 2.9% 1/1/2054, LOC Truist Bank VRDN (c)
|
2,200,000
|
2,200,000
|
|
|
TOTAL VIRGINIA
|
48,430,000
|
||
|
Washington - 0.5%
|
|||
|
Washington St Hsg Fin Comm Mf (Redm Llc Proj.) 1.66% 7/1/2041, LOC Federal Home Loan Bank of San Francisco VRDN (c)(d)
|
19,250,000
|
19,250,000
|
|
|
West Virginia - 1.4%
|
|||
|
West Virginia Economic Dev Auth Sold Waste Disp Facs Rev (Appalachian Power Co Proj.) 1.77% 2/1/2036 VRDN (c)(d)
|
22,400,000
|
22,400,000
|
|
|
West Virginia Economic Dev Auth Sold Waste Disp Facs Rev (Appalachian Power Co Proj.) Series 2008 A, 1.63% 2/1/2036 VRDN (c)(d)
|
27,800,000
|
27,800,000
|
|
|
West Virginia Economic Dev Auth Sold Waste Disp Facs Rev (Nucor Steel West Virginia Llc Proj.) Series 2025A 1, 1.85% 11/1/2065 (Nucor Corp Guaranteed) VRDN (c)(d)
|
200,000
|
200,000
|
|
|
West Virginia Economic Dev Auth Sold Waste Disp Facs Rev (Nucor Steel West Virginia Llc Proj.) Series 2025B 1, 1.9% 11/1/2065 (Nucor Corp Guaranteed) VRDN (c)(d)
|
1,400,000
|
1,400,000
|
|
|
TOTAL WEST VIRGINIA
|
51,800,000
|
||
|
Wisconsin - 2.0%
|
|||
|
Green Bay Wis Redev Auth Exempt Fac Redev Rev (Green Bay Wis Pkg Sys Rev Proj.) Series 2019, 1.62% 7/1/2047, LOC Wells Fargo Bank NA VRDN (c)(d)(f)
|
21,500,000
|
21,500,000
|
|
|
Univ of Wis Hosp & Clinics Auth (Uw Health Proj.) Series 2018 C, 2.85% 4/1/2048 (Liquidity Facility BMO Bank NA) VRDN (c)
|
3,350,000
|
3,350,000
|
|
|
Wisconsin Health & Educational Facilities Authority (Froedtert Thedacare Proj.) Series 2021 B, 2.9% 4/1/2048 (Liquidity Facility US Bank NA/Cincinnati OH) VRDN (c)
|
18,510,000
|
18,510,000
|
|
|
Wisconsin St Health & Edl Facs Auth Rev (Froedtert Thedacare Proj.) Series 2025 D, 1.55% 4/1/2055 VRDN (c)
|
31,200,000
|
31,200,000
|
|
|
TOTAL WISCONSIN
|
74,560,000
|
||
|
Wyoming - 0.3%
|
|||
|
Laramie Cnty WY Indl Dev Rev (Cheyenne Light, Fuel & Pwr Co Proj.) 1.6% 3/1/2027, LOC Wells Fargo Bank NA VRDN (c)(d)
|
8,300,000
|
8,300,000
|
|
|
Lincoln Cnty Wyo Pcr (Exxon Capital Ventures Inc Proj.) Series 2014, 2.85% 10/1/2044 (Exxon Mobil Corp Guaranteed) VRDN (c)
|
2,300,000
|
2,300,000
|
|
|
TOTAL WYOMING
|
10,600,000
|
||
|
TOTAL VARIABLE RATE DEMAND NOTE
(Cost $2,798,178,000)
|
2,798,178,000
|
||
|
TOTAL INVESTMENT IN SECURITIES - 99.9%
(Cost $3,727,753,107)
|
3,727,753,107
|
|
NET OTHER ASSETS (LIABILITIES) - 0.1%
|
4,237,263
|
|
NET ASSETS - 100.0%
|
3,731,990,370
|
|
VRDN
|
-
|
VARIABLE RATE DEMAND NOTE (A debt instrument that is payable upon demand, either daily, weekly or monthly)
|
|
(a)
|
Amount is stated in United States dollars unless otherwise noted.
|
|
(b)
|
Provides evidence of ownership in one or more underlying municipal bonds. Coupon rates are determined by re-marketing agents based on current market conditions.
|
|
(c)
|
Coupon rates for floating and adjustable rate securities reflect the rates in effect at period end.
|
|
(d)
|
Private activity obligations whose interest is subject to the federal alternative minimum tax for individuals.
|
|
(e)
|
Restricted securities (including private placements) - Investment in securities not registered under the Securities Act of 1933 (excluding 144A issues). At the end of the period, the value of restricted securities (excluding 144A issues) amounted to $5,100,000 or 0.1% of net assets.
|
|
(f)
|
Security exempt from registration under Rule 144A of the Securities Act of 1933. These securities may be resold in transactions exempt from registration, normally to qualified institutional buyers. At the end of the period, the value of these securities amounted to $21,500,000 or 0.6% of net assets.
|
|
Additional information on each restricted holding is as follows:
|
||
|
Security
|
Acquisition Date
|
Cost ($)
|
|
Shelby Cnty TN Health Edl & Hsg Fac Brd Health Care Rev Participating VRDN Series 2025 BAML5067, 1.62% 9/1/2055 (Liquidity Facility Bank of America, N.A.)
|
9/18/2025
|
5,100,000
|
|
Valuation Inputs at Reporting Date:
|
||||
|
Description
|
Total ($)
|
Level 1 ($)
|
Level 2 ($)
|
Level 3 ($)
|
|
Investments in Securities:
|
||||
|
Tender Option Bond
|
929,575,107
|
-
|
929,575,107
|
-
|
|
Variable Rate Demand Note
|
2,798,178,000
|
-
|
2,798,178,000
|
-
|
|
Total Investments in Securities:
|
3,727,753,107
|
-
|
3,727,753,107
|
-
|
|
Statement of Assets and Liabilities
|
||||
|
As of May 31, 2026
|
||||
|
Assets
|
||||
|
Investment in securities, at value - See accompanying schedule:
Unaffiliated issuers (cost $3,727,753,107)
|
$
|
3,727,753,107
|
||
|
Cash
|
2,423,997
|
|||
|
Interest receivable
|
11,581,877
|
|||
|
Other receivables
|
7,182
|
|||
|
Total assets
|
3,741,766,163
|
|||
|
Liabilities
|
||||
|
Payable for investments purchased
|
$
|
2,423,288
|
||
|
Distributions payable
|
7,345,325
|
|||
|
Other payables and accrued expenses
|
7,180
|
|||
|
Total liabilities
|
9,775,793
|
|||
|
Net Assets
|
$
|
3,731,990,370
|
||
|
Net Assets consist of:
|
||||
|
Paid in capital
|
$
|
3,731,978,447
|
||
|
Total accumulated earnings (loss)
|
11,923
|
|||
|
Net Assets
|
$
|
3,731,990,370
|
||
|
Net Asset Value, offering price and redemption price per share ($3,731,990,370 ÷ 3,731,170,188 shares)
|
$
|
1.0002
|
||
|
Statement of Operations
|
||||
|
Year ended May 31, 2026
|
||||
|
Investment Income
|
||||
|
Interest
|
$
|
90,564,299
|
||
|
Expenses
|
||||
|
Custodian fees and expenses
|
$
|
40,872
|
||
|
Independent trustees' fees and expenses
|
7,991
|
|||
|
Total expenses before reductions
|
48,863
|
|||
|
Expense reductions
|
(40,462)
|
|||
|
Total expenses after reductions
|
8,401
|
|||
|
Net Investment income (loss)
|
90,555,898
|
|||
|
Realized and Unrealized Gain (Loss)
|
||||
|
Net realized gain (loss) on:
|
||||
|
Investment Securities:
|
||||
|
Unaffiliated issuers
|
41,703
|
|||
|
Total net realized gain (loss)
|
41,703
|
|||
|
Net increase in net assets resulting from operations
|
$
|
90,597,601
|
||
|
Statement of Changes in Net Assets
|
||||
|
Year ended
May 31, 2026
|
Year ended
May 31, 2025
|
|||
|
Increase (Decrease) in Net Assets
|
||||
|
Operations
|
||||
|
Net investment income (loss)
|
$
|
90,555,898
|
$
|
90,129,219
|
|
Net realized gain (loss)
|
41,703
|
8,735
|
||
|
Change in net unrealized appreciation (depreciation)
|
-
|
(1,198)
|
||
|
Net increase in net assets resulting from operations
|
90,597,601
|
90,136,756
|
||
|
Distributions to shareholders
|
(90,588,281)
|
(90,128,941)
|
||
|
Affiliated share transactions
|
||||
|
Proceeds from sales of shares
|
17,626,388,658
|
17,208,561,163
|
||
|
Cost of shares redeemed
|
(18,100,047,310)
|
(14,994,689,974)
|
||
|
Net increase (decrease) in net assets and shares resulting from share transactions
|
(473,658,652)
|
2,213,871,189
|
||
|
Total increase (decrease) in net assets
|
(473,649,332)
|
2,213,879,004
|
||
|
Net Assets
|
||||
|
Beginning of period
|
4,205,639,702
|
1,991,760,698
|
||
|
End of period
|
$
|
3,731,990,370
|
$
|
4,205,639,702
|
|
Other Information
|
||||
|
Shares
|
||||
|
Sold
|
17,622,864,085
|
17,205,120,139
|
||
|
Redeemed
|
(18,096,428,024)
|
(14,991,691,636)
|
||
|
Net increase (decrease)
|
(473,563,939)
|
2,213,428,503
|
||
|
Fidelity® Municipal Cash Central Fund
|
|
Years ended May 31,
|
2026
|
2025
|
2024
|
2023
|
2022
|
|||||
|
Selected Per-Share Data
|
||||||||||
|
Net asset value, beginning of period
|
$
|
1.0002
|
$
|
1.0002
|
$
|
1.0002
|
$
|
1.0002
|
$
|
1.0002
|
|
Income from Investment Operations
|
||||||||||
|
Net investment income (loss) A
|
.0253
|
.0302
|
.0349
|
.0220
|
.0016
|
|||||
|
Net realized and unrealized gain (loss)
|
- B
|
- B
|
- B
|
- B
|
.0001
|
|||||
|
Total from investment operations
|
.0253
|
.0302
|
.0349
|
.0220
|
.0017
|
|||||
|
Distributions from net investment income
|
(.0253)
|
(.0302)
|
(.0349)
|
(.0220)
|
(.0016)
|
|||||
|
Distributions from net realized gain
|
- B
|
-
|
-
|
- B
|
- B
|
|||||
|
Total distributions
|
(.0253)
|
(.0302)
|
(.0349)
|
(.0220)
|
(.0017) C
|
|||||
|
Net asset value, end of period
|
$
|
1.0002
|
$
|
1.0002
|
$
|
1.0002
|
$
|
1.0002
|
$
|
1.0002
|
|
Total Return D
|
2.56
%
|
3.07%
|
3.54%
|
2.22%
|
.17%
|
|||||
|
Ratios to Average Net Assets A,E,F
|
||||||||||
|
Expenses before reductions G
|
-%
|
-%
|
-%
|
-%
|
-%
|
|||||
|
Expenses net of fee waivers, if any G
|
-
%
|
-%
|
-%
|
-%
|
-%
|
|||||
|
Expenses net of all reductions, if any G
|
-%
|
-%
|
-%
|
-%
|
-%
|
|||||
|
Net investment income (loss)
|
2.48%
|
2.92%
|
3.46%
|
2.25%
|
.17%
|
|||||
|
Supplemental Data
|
||||||||||
|
Net assets, end of period (000 omitted)
|
$
|
3,731,990
|
$
|
4,205,640
|
$
|
1,991,761
|
$
|
1,996,665
|
$
|
1,856,209
|
|
Gross unrealized appreciation
|
$-
|
|
Gross unrealized depreciation
|
-
|
|
Net unrealized appreciation (depreciation)
|
$-
|
|
Tax Cost
|
$3,727,753,107
|
|
Undistributed tax-exempt income
|
$534
|
|
Undistributed ordinary income
|
$11,390
|
|
Net unrealized appreciation (depreciation) on securities and other investments
|
$-
|
|
|
May 31, 2026
|
May 31, 2025
|
|
Tax-exempt Income
|
$90,555,656
|
$90,128,941
|
|
Long-term Capital Gains
|
32,625
|
-
|
|
Total
|
$90,588,281
|
$90,128,941
|
|
|
Purchases ($)
|
Sales ($)
|
Realized Gain (Loss) ($)
|
|
Fidelity Municipal Cash Central Fund
|
1,310,845,000
|
1,016,515,000
|
-
|
|
|
Contents
|
Item 7: Financial Statements and Financial Highlights for Open-End Management Investment Companies (Annual Report) |
|
Fidelity® Cash Central Fund |
|
Notes to Financial Statements |
|
Report of Independent Registered Public Accounting Firm |
|
Distributions |
|
Item 8: Changes in and Disagreements with Accountants for Open-End Management Investment Companies |
|
Item 9: Proxy Disclosures for Open-End Management Investment Companies |
|
Item 10: Remuneration Paid to Directors, Officers, and others of Open-End Management Investment Companies |
|
Item 11: Statement Regarding Basis for Approval of Investment Advisory Contract |
|
Repurchase Agreements - 40.4%
|
|||
|
Maturity
Amount ($)
|
Value ($)
|
||
|
Investments in repurchase agreements in a joint trading account at 3.61%, dated 5/29/2026 due 6/1/2026 (Collateralized by U.S. Government Obligations)#
|
19,729,747,581
|
19,723,814,000
|
|
|
Investments in repurchase agreements in a joint trading account at 3.61%, dated 5/29/2026 due 6/1/2026 (Collateralized by U.S. Government Obligations)#
|
392,353,998
|
392,236,000
|
|
|
Repurchase Agreements*
|
6,311,861,854
|
6,309,000,000
|
|
|
TOTAL REPURCHASE AGREEMENTS
(Cost $26,425,050,000)
|
26,425,050,000
|
||
|
Commercial Paper - 0.6%
|
||||
|
Yield (%) (b)
|
Principal
Amount (a)
|
Value ($)
|
||
|
DZ Bank NY Branch 3.61% 6/1/2026
(Cost $400,000,000)
|
3.61
|
400,000,000
|
399,879,668
|
|
|
Time Deposits - 4.6%
|
||||
|
Yield (%) (b)
|
Principal
Amount (a)
|
Value ($)
|
||
|
Credit Agricole CIB 3.62% 6/1/2026
|
3.62
|
200,000,000
|
200,000,000
|
|
|
Mizuho Bank Ltd NY Branch 3.62% 6/1/2026
|
3.62
|
819,000,000
|
819,000,000
|
|
|
Skandinaviska Enskild Bkny 3.61% 6/1/2026
|
3.61
|
2,000,000,000
|
2,000,000,000
|
|
|
TOTAL TIME DEPOSITS
(Cost $3,019,000,000)
|
3,019,000,000
|
|||
|
U.S. Government Agency - Debt - 0.3%
|
||||
|
Yield (%) (b)
|
Principal
Amount (a)
|
Value ($)
|
||
|
Federal Home Loan Bank Discount Notes 0% 7/8/2026
(Cost $195,268,757)
|
3.64
|
196,000,000
|
195,214,910
|
|
|
U.S. Treasury Obligations - 54.5%
|
||||
|
Yield (%) (b)
|
Principal
Amount (a)
|
Value ($)
|
||
|
US Treasury Bills 0% 10/8/2026
|
3.71
|
26,000,000
|
25,663,513
|
|
|
US Treasury Bills 0% 6/11/2026
|
3.64
|
1,200,000,000
|
1,198,793,664
|
|
|
US Treasury Bills 0% 6/16/2026
|
3.64
|
1,150,000,000
|
1,148,257,865
|
|
|
US Treasury Bills 0% 6/18/2026
|
3.61 to 3.64
|
1,598,162,500
|
1,595,421,092
|
|
|
US Treasury Bills 0% 6/2/2026
|
3.63
|
575,000,000
|
574,943,041
|
|
|
US Treasury Bills 0% 6/23/2026
|
3.64
|
1,850,000,000
|
1,845,891,557
|
|
|
US Treasury Bills 0% 6/25/2026
|
3.67
|
625,000,000
|
623,487,706
|
|
|
US Treasury Bills 0% 6/30/2026
|
3.63
|
1,300,000,000
|
1,296,202,505
|
|
|
US Treasury Bills 0% 6/4/2026
|
3.63 to 3.64
|
1,900,000,000
|
1,899,422,077
|
|
|
US Treasury Bills 0% 6/9/2026
|
3.64
|
1,125,000,000
|
1,124,093,126
|
|
|
US Treasury Bills 0% 7/14/2026
|
3.63 to 3.64
|
2,496,000,000
|
2,485,218,005
|
|
|
US Treasury Bills 0% 7/16/2026
|
3.65
|
1,280,000,000
|
1,274,216,000
|
|
|
US Treasury Bills 0% 7/2/2026
|
3.65
|
1,180,000,000
|
1,176,326,754
|
|
|
US Treasury Bills 0% 7/21/2026
|
3.62 to 3.65
|
1,505,000,000
|
1,497,433,718
|
|
|
US Treasury Bills 0% 7/23/2026
|
3.64
|
1,195,000,000
|
1,188,723,430
|
|
|
US Treasury Bills 0% 7/28/2026
|
3.64 to 3.68
|
1,259,000,000
|
1,251,757,917
|
|
|
US Treasury Bills 0% 7/7/2026
|
3.63
|
925,000,000
|
921,645,950
|
|
|
US Treasury Bills 0% 7/9/2026
|
3.64 to 3.67
|
1,930,000,000
|
1,922,609,973
|
|
|
US Treasury Bills 0% 8/11/2026
|
3.64
|
1,300,000,000
|
1,290,791,476
|
|
|
US Treasury Bills 0% 8/13/2026
|
3.64 to 3.69
|
588,000,000
|
583,719,525
|
|
|
US Treasury Bills 0% 8/18/2026
|
3.66 to 3.67
|
615,000,000
|
610,214,660
|
|
|
US Treasury Bills 0% 8/20/2026
|
3.63
|
494,000,000
|
490,054,402
|
|
|
US Treasury Bills 0% 8/25/2026
|
3.65
|
615,000,000
|
609,808,619
|
|
|
US Treasury Bills 0% 8/27/2026
|
3.63
|
615,000,000
|
609,656,683
|
|
|
US Treasury Bills 0% 8/4/2026
|
3.66
|
635,000,000
|
630,896,827
|
|
|
US Treasury Bills 0% 8/6/2026
|
3.64 to 3.68
|
1,323,000,000
|
1,314,221,392
|
|
|
US Treasury Bills 0% 9/1/2026
|
3.66
|
1,110,000,000
|
1,099,781,384
|
|
|
US Treasury Bills 0% 9/10/2026
|
3.60
|
469,200,000
|
464,470,295
|
|
|
US Treasury Bills 0% 9/15/2026
|
3.66
|
875,000,000
|
865,667,031
|
|
|
US Treasury Bills 0% 9/22/2026
|
3.63 to 3.67
|
1,271,000,000
|
1,256,547,929
|
|
|
US Treasury Bills 0% 9/24/2026
|
3.70
|
298,900,000
|
295,444,510
|
|
|
US Treasury Bills 0% 9/29/2026
|
3.67 to 3.72
|
671,000,000
|
662,940,243
|
|
|
US Treasury Bills 0% 9/3/2026
|
3.60
|
559,800,000
|
554,554,226
|
|
|
US Treasury Bills 0% 9/8/2026
|
3.65 to 3.67
|
715,000,000
|
707,912,327
|
|
|
US Treasury Notes 0.625% 7/31/2026
|
3.72
|
30,000,000
|
29,847,266
|
|
|
US Treasury Notes 0.75% 8/31/2026
|
3.72
|
31,000,000
|
30,771,859
|
|
|
US Treasury Notes 0.875% 6/30/2026
|
3.73
|
14,000,000
|
13,968,175
|
|
|
US Treasury Notes 0.875% 9/30/2026
|
3.75
|
7,000,000
|
6,934,648
|
|
|
US Treasury Notes 1.5% 8/15/2026
|
3.77 to 3.81
|
146,000,000
|
145,304,220
|
|
|
US Treasury Notes 1.875% 6/30/2026
|
3.67
|
30,000,000
|
29,955,393
|
|
|
US Treasury Notes 1.875% 7/31/2026
|
3.69 to 3.71
|
94,000,000
|
93,717,266
|
|
|
US Treasury Notes 3.5% 9/30/2026
|
3.76
|
15,000,000
|
14,986,406
|
|
|
US Treasury Notes 4.375% 7/31/2026
|
3.73 to 3.74
|
87,000,000
|
87,091,758
|
|
|
US Treasury Notes 4.375% 8/15/2026
|
3.77 to 3.78
|
32,000,000
|
32,037,500
|
|
|
US Treasury Notes 4.625% 6/30/2026
|
3.74 to 3.75
|
47,000,000
|
47,031,745
|
|
|
TOTAL U.S. TREASURY OBLIGATIONS
(Cost $35,628,914,989)
|
35,628,435,658
|
|||
|
TOTAL INVESTMENT IN SECURITIES - 100.4%
(Cost $65,668,233,746)
|
65,667,580,236
|
|
NET OTHER ASSETS (LIABILITIES) - (0.4)%
|
(273,103,580)
|
|
NET ASSETS - 100.0%
|
65,394,476,656
|
|
* Repurchase Agreements
|
|||||||||
|
Counterparty
|
Lending Rate (%)
|
Settlement Date
|
Maturity Date
|
Repurchase Agreement
Value ($)
|
Repurchase Agreement Proceeds ($)
|
Collateralized By
|
Collateral Coupon (%)
|
Collateral Maturity Date
|
Collateral Value Received ($)
|
|
Barclays Bank PLC
|
3.61
|
5/2026
|
6/2026
|
3,251,000,000
|
3,251,978,009
|
U.S. Treasuries (including strips)
|
0.00 - 4.63
|
6/2026 - 11/2045
|
3,317,017,622
|
|
Credit AG
|
3.61
|
5/2026
|
6/2026
|
781,000,000
|
781,234,951
|
U.S. Treasuries (including strips)
|
0.00 - 4.63
|
6/2026 - 11/2055
|
798,124,359
|
|
Fixed Income Clearing Corp - BNYM
|
3.61
|
5/2026
|
6/2026
|
1,952,000,000
|
1,952,587,227
|
U.S. Treasuries (including strips)
|
1.88 - 4.00
|
10/2028 - 2/2041
|
1,991,040,049
|
|
JP Morgan Securities LLC
|
3.92(c)
|
5/2026
|
6/2026
|
325,000,000
|
326,061,667
|
Equities
|
N/A
|
N/A
|
351,191,102
|
|
Total Repurchase Agreements
|
6,309,000,000
|
6,311,861,854
|
6,457,373,132
|
||||||
|
(a)
|
Amount is stated in United States dollars unless otherwise noted.
|
|
(b)
|
Yield represents either the annualized yield at the date of purchase, or the stated coupon rate, or, for floating and adjustable rate securities, the rate at period end.
|
|
(c)
|
Coupon is indexed to a floating interest rate which may be multiplied by a specified factor and / or subject to caps or floors. Coupon rates for floating and adjustable rate securities reflect the rates in effect at period end. The maturity amount is based on the rate at period end.
|
|
Valuation Inputs at Reporting Date:
|
||||
|
Description
|
Total ($)
|
Level 1 ($)
|
Level 2 ($)
|
Level 3 ($)
|
|
Investments in Securities:
|
||||
|
Repurchase Agreements
|
26,425,050,000
|
-
|
26,425,050,000
|
-
|
|
Commercial Paper
|
399,879,668
|
-
|
399,879,668
|
-
|
|
Time Deposits
|
3,019,000,000
|
-
|
3,019,000,000
|
-
|
|
U.S. Government Agency - Debt
|
195,214,910
|
-
|
195,214,910
|
-
|
|
U.S. Treasury Obligations
|
35,628,435,658
|
-
|
35,628,435,658
|
-
|
|
Total Investments in Securities:
|
65,667,580,236
|
-
|
65,667,580,236
|
-
|
|
Other Information
|
||
|
# Additional information on each counterparty to the repurchase agreement is as follows:
|
||
|
Repurchase Agreement / Counterparty
|
Value ($)
|
|
|
$19,723,814,000 due 06/01/2026 at 3.61%
|
||
|
Bank of Nova Scotia/The
|
800,000,000
|
|
|
Citigroup Global Capital Markets Inc
|
10,836,144,000
|
|
|
JPMorgan Securities LLC
|
4,977,475,000
|
|
|
Sumitomo Mitsui Banking Corp/New York
|
2,010,195,000
|
|
|
Wells Fargo Bank NA
|
400,000,000
|
|
|
Wells Fargo Securities LLC
|
700,000,000
|
|
|
19,723,814,000
|
||
|
$392,236,000 due 06/01/2026 at 3.61%
|
||
|
JPMorgan Securities LLC
|
392,236,000
|
|
|
392,236,000
|
||
|
Statement of Assets and Liabilities
|
||||
|
As of May 31, 2026
|
||||
|
Assets
|
||||
|
Investment in securities, at value (including repurchase agreements of $26,425,050,000) - See accompanying schedule:
Unaffiliated issuers (cost $65,668,233,746)
|
$
|
65,667,580,236
|
||
|
Cash
|
450,596,681
|
|||
|
Receivable for investments sold
|
707,454,732
|
|||
|
Interest receivable
|
14,576,956
|
|||
|
Receivable for interfund loans
|
52,973,000
|
|||
|
Other affiliated receivables
|
20,209
|
|||
|
Other receivables
|
235,860
|
|||
|
Total assets
|
66,893,437,674
|
|||
|
Liabilities
|
||||
|
Payable for investments purchased
|
$
|
1,311,276,933
|
||
|
Distributions payable
|
187,398,444
|
|||
|
Other payables and accrued expenses
|
285,641
|
|||
|
Total liabilities
|
1,498,961,018
|
|||
|
Net Assets
|
$
|
65,394,476,656
|
||
|
Net Assets consist of:
|
||||
|
Paid in capital
|
$
|
65,395,090,086
|
||
|
Total accumulated earnings (loss)
|
(613,430)
|
|||
|
Net Assets
|
$
|
65,394,476,656
|
||
|
Net Asset Value, offering price and redemption price per share ($65,394,476,656 ÷ 65,382,961,957 shares)
|
$
|
1.0002
|
||
|
Statement of Operations
|
||||
|
Year ended May 31, 2026
|
||||
|
Investment Income
|
||||
|
Interest (including $3,414,796 from affiliated interfund lending)
|
$
|
2,206,981,204
|
||
|
Expenses
|
||||
|
Custodian fees and expenses
|
$
|
230,259
|
||
|
Independent trustees' fees and expenses
|
118,648
|
|||
|
Total expenses
|
348,907
|
|||
|
Net Investment income (loss)
|
2,206,632,297
|
|||
|
Realized and Unrealized Gain (Loss)
|
||||
|
Net realized gain (loss) on:
|
||||
|
Investment Securities:
|
||||
|
Unaffiliated issuers
|
(33,740)
|
|||
|
Total net realized gain (loss)
|
(33,740)
|
|||
|
Change in net unrealized appreciation (depreciation) on investment securities
|
(1,925,595)
|
|||
|
Net gain (loss)
|
(1,959,335)
|
|||
|
Net increase in net assets resulting from operations
|
$
|
2,204,672,962
|
||
|
Statement of Changes in Net Assets
|
||||
|
Year ended
May 31, 2026
|
Year ended
May 31, 2025
|
|||
|
Increase (Decrease) in Net Assets
|
||||
|
Operations
|
||||
|
Net investment income (loss)
|
$
|
2,206,632,297
|
$
|
2,380,089,392
|
|
Net realized gain (loss)
|
(33,740)
|
77,799
|
||
|
Change in net unrealized appreciation (depreciation)
|
(1,925,595)
|
(2,499,920)
|
||
|
Net increase in net assets resulting from operations
|
2,204,672,962
|
2,377,667,271
|
||
|
Distributions to shareholders
|
(2,206,630,734)
|
(2,380,094,739)
|
||
|
Affiliated share transactions
|
||||
|
Proceeds from sales of shares
|
687,216,168,295
|
589,077,444,580
|
||
|
Reinvestment of distributions
|
62,885
|
71,933
|
||
|
Cost of shares redeemed
|
(676,889,526,828)
|
(582,416,954,869)
|
||
|
Net increase (decrease) in net assets and shares resulting from share transactions
|
10,326,704,352
|
6,660,561,644
|
||
|
Total increase (decrease) in net assets
|
10,324,746,580
|
6,658,134,176
|
||
|
Net Assets
|
||||
|
Beginning of period
|
55,069,730,076
|
48,411,595,900
|
||
|
End of period
|
$
|
65,394,476,656
|
$
|
55,069,730,076
|
|
Other Information
|
||||
|
Shares
|
||||
|
Sold
|
687,073,874,815
|
588,959,174,271
|
||
|
Issued in reinvestment of distributions
|
62,872
|
71,919
|
||
|
Redeemed
|
(676,748,805,289)
|
(582,299,777,527)
|
||
|
Net increase (decrease)
|
10,325,132,398
|
6,659,468,663
|
||
|
Fidelity® Cash Central Fund
|
|
Years ended May 31,
|
2026
|
2025
|
2024
|
2023
|
2022
|
|||||
|
Selected Per-Share Data
|
||||||||||
|
Net asset value, beginning of period
|
$
|
1.0002
|
$
|
1.0003
|
$
|
1.0002
|
$
|
1.0002
|
$
|
1.0002
|
|
Income from Investment Operations
|
||||||||||
|
Net investment income (loss) A
|
.0398
|
.0476
|
.0536
|
.0354
|
.0016
|
|||||
|
Net realized and unrealized gain (loss)
|
- B
|
(.0001)
|
.0001
|
- B
|
- B
|
|||||
|
Total from investment operations
|
.0398
|
.0475
|
.0537
|
.0354
|
.0016
|
|||||
|
Distributions from net investment income
|
(.0398)
|
(.0476)
|
(.0536)
|
(.0354)
|
(.0016)
|
|||||
|
Total distributions
|
(.0398)
|
(.0476)
|
(.0536)
|
(.0354)
|
(.0016)
|
|||||
|
Net asset value, end of period
|
$
|
1.0002
|
$
|
1.0002
|
$
|
1.0003
|
$
|
1.0002
|
$
|
1.0002
|
|
Total Return C
|
4.06
%
|
4.85%
|
5.51%
|
3.59%
|
.15%
|
|||||
|
Ratios to Average Net Assets A,D,E
|
||||||||||
|
Expenses before reductions F
|
-%
|
-%
|
-%
|
-%
|
-%
|
|||||
|
Expenses net of fee waivers, if any F
|
-
%
|
-%
|
-%
|
-%
|
-%
|
|||||
|
Expenses net of all reductions, if any F
|
-%
|
-%
|
-%
|
-%
|
-%
|
|||||
|
Net investment income (loss)
|
3.97%
|
4.74%
|
5.37%
|
3.42%
|
.14%
|
|||||
|
Supplemental Data
|
||||||||||
|
Net assets, end of period (000 omitted)
|
$
|
65,394,477
|
$
|
55,069,730
|
$
|
48,411,596
|
$
|
41,063,802
|
$
|
52,890,259
|
|
Gross unrealized appreciation
|
$263,805
|
|
Gross unrealized depreciation
|
(917,315)
|
|
Net unrealized appreciation (depreciation)
|
$(653,510)
|
|
Tax Cost
|
$65,668,233,746
|
|
Undistributed ordinary income
|
$40,081
|
|
Net unrealized appreciation (depreciation) on securities and other investments
|
$(653,510)
|
|
|
May 31, 2026
|
May 31, 2025
|
|
Ordinary Income
|
$2,206,630,734
|
$2,380,094,739
|
|
Fidelity Cash Central Fund
|
$235,860
|
|
|
|
Average Loan Balance ($)
|
Weighted Average Interest Rate
|
|
Fidelity Cash Central Fund
|
Lender
|
23,167,656
|
4.08%
|
|
|
Item 8.
Changes in and Disagreements with Accountants for Open-End Management Investment Companies
See Item 7.
Item 9.
Proxy Disclosures for Open-End Management Investment Companies
See Item 7.
Item 10.
Remuneration Paid to Directors, Officers, and Others of Open-End Management Investment Companies
See Item 7.
Item 11.
Statement Regarding Basis for Approval of Investment Advisory Contract
See Item 7.
Item 12.
Disclosure of Proxy Voting Policies and Procedures for Closed-End Management Investment Companies
Not applicable.
Item 13.
Portfolio Managers of Closed-End Management Investment Companies
Not applicable.
Item 14.
Purchase of Equity Securities by Closed-End Management Investment Company and Affiliated Purchasers
Not applicable.
Item 15.
Submission of Matters to a Vote of Security Holders
There were no material changes to the procedures by which shareholders may recommend nominees to the trusts Board of Trustees.
Item 16.
Controls and Procedures
(a)(i) The President and Treasurer and the Chief Financial Officer have concluded that the trusts disclosure controls and procedures (as defined in Rule 30a-3(c) under the Investment Company Act) provide reasonable assurances that material information relating to the trust is made known to them by the appropriate persons, based on their evaluation of these controls and procedures as of a date within 90 days of the filing date of this report.
(a)(ii) There was no change in the trusts internal control over financial reporting (as defined in Rule 30a-3(d) under the Investment Company Act) that occurred during the period covered by this report that has materially affected, or is reasonably likely to materially affect, the trusts internal control over financial reporting.
Item 17.
Disclosure of Securities Lending Activities for Closed-End Management Investment Companies
Not applicable.
Item 18.
Recovery of Erroneously Awarded Compensation
(a)
Not applicable.
(b)
Not applicable.
Item 19.
Exhibits
|
(a) |
(1) |
|
|
(a) |
(2) |
. |
|
(a) |
(3) |
Not applicable. |
|
(b) |
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934 and the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Fidelity Revere Street Trust
|
By: |
/s/Laura M. Del Prato |
|
Laura M. Del Prato |
|
|
President and Treasurer (Principal Executive Officer) |
|
|
Date: |
July 23, 2026 |
Pursuant to the requirements of the Securities Exchange Act of 1934 and the Investment Company Act of 1940, this report has been signed below by the following persons on behalf of the registrant and in the capacities and on the dates indicated.
|
By: |
/s/Laura M. Del Prato |
|
Laura M. Del Prato |
|
|
President and Treasurer (Principal Executive Officer) |
|
|
Date: |
July 23, 2026 |
|
By: |
/s/Stephanie Caron |
|
Stephanie Caron |
|
|
Chief Financial Officer (Principal Financial Officer) |
|
|
Date: |
July 23, 2026 |