S T A T E   O F   A R I Z O N A

S T A T E   T R E A S U R E R ' S   O F F I C E

 

W A T E R M A R K   I N V E N T O R Y

 

INVESTMENTS OUTSTANDING AS OF 4/30/07 (SETTLEMENT BASIS)

CARRY-BASIS IS BOOK-VALUE AMORTIZED THROUGH 4/30/07

 

STATE AGENCIES II-DIVERSIFIED (3)

 

 

==============================================================================================================================================

Pos#   Sec-Id     Description      RATE  Maturity  YIELD MOO  S&P  POSITION-SIZE  #   PRICE   $  CARRY-BASIS    MARKET-VALUE  * $-ABOVE/BELOW

------ -------- ------------------ ------ -------- ------ ---- ---- -------------- - --------- - -------------- -------------- - -------------

 

                                                 U.S. TREASURY BILLS       (  11)

                                                 --------------------------------

 56660 912795ZE U.S. TREASURY BILL  5.015  5/03/07  5.081 Aaa  AAA   25,000,000.00    99.97214 2  24,993,034.72  24,993,034.75               

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.081            25,000,000.00                24,993,034.72  24,993,034.75               

 

    1 ITEM IN SUBTOTAL FOR:   U.S. TREASURY BILLS              (TYPE   11)

 

 

                                                 U.S. TREASURY NOTES & BON (  12)

                                                 --------------------------------

 57177 912828ER U S TREASURY NOTE   4.375 12/31/07  5.013 Aaa  AAA   10,000,000.00    99.57813 2   9,958,280.72   9,957,812.50         -468.22

 56649 912828FJ U S TREASURY NOTE   5.125  6/30/08  5.052 Aaa  AAA   10,000,000.00   100.28900 2  10,007,724.85  10,028,900.00       21,175.15

 56655 912828FM U S TREASURY NOTE   5.000  7/31/08  5.046 Aaa  AAA   10,000,000.00   100.20313 2   9,994,462.11  10,020,312.50       25,850.39

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.037            30,000,000.00                29,960,467.68  30,007,025.00       46,557.32

 

    3 ITEMS IN SUBTOTAL FOR:  U.S. TREASURY NOTES & BONDS      (TYPE   12)

 

 

                                                 AGENCY MTN (30/360) 2X    (  21)

                                                 --------------------------------

 33454 3128X0U4 FHLMC               3.170  9/28/07  3.196 Aaa  AAA   10,000,000.00    99.19800 2   9,998,999.01   9,919,800.00      -79,199.01

                                                   ======           --------------               -------------- --------------   -------------

                                                    3.196            10,000,000.00                 9,998,999.01   9,919,800.00      -79,199.01

 

    1 ITEM IN SUBTOTAL FOR:   AGENCY MTN (30/360) 2X           (TYPE   21)

 

 

                                                 AGENCY STEP UP NOTE (30/3 (  22)

                                                 --------------------------------

 36052 31339YQF FHLB Step Cpn       4.000  7/30/08  4.010 Aaa  AAA   25,000,000.00    99.56250 2  24,997,075.12  24,890,625.00     -106,450.12

                                                   ======           --------------               -------------- --------------   -------------

                                                    4.010            25,000,000.00                24,997,075.12  24,890,625.00     -106,450.12

 

    1 ITEM IN SUBTOTAL FOR:   AGENCY STEP UP NOTE (30/360) 2X  (TYPE   22)

 

 

 

 

 

S T A T E   O F   A R I Z O N A

S T A T E   T R E A S U R E R ' S   O F F I C E

 

W A T E R M A R K   I N V E N T O R Y

 

INVESTMENTS OUTSTANDING AS OF 4/30/07 (SETTLEMENT BASIS)

CARRY-BASIS IS BOOK-VALUE AMORTIZED THROUGH 4/30/07

 

STATE AGENCIES II-DIVERSIFIED (3)

==============================================================================================================================================

 Pos#   Sec-Id     Description      RATE  Maturity  YIELD MOO  S&P  POSITION-SIZE  #   PRICE   $  CARRY-BASIS    MARKET-VALUE  * $-ABOVE/BELOW

------ -------- ------------------ ------ -------- ------ ---- ---- -------------- - --------- - -------------- -------------- - -------------

 

                                                 AGENCY NOTES (30/360) 2X  (  23)

                                                 --------------------------------

 34679 3128X1FN FHLMC               3.050  6/04/08  3.072 Aaa  AAA    5,000,000.00    97.89063 2   4,998,905.31   4,894,531.25     -104,374.06

 34930 3128X1JB FHLMC               2.850  6/03/08  2.893 Aaa  AAA    5,000,000.00    97.68300 2   4,997,814.90   4,884,150.00     -113,664.90

 46981 3128X3H5 FHLMC               3.250 11/02/07  3.290 Aaa  AAA   10,000,000.00    98.99700 2   9,998,090.87   9,899,700.00      -98,390.87

 54752 3128X47H FHLMC               5.375  5/22/08  5.444 Aaa  AAA   20,000,000.00   100.01563 2  19,985,101.41  20,003,125.00       18,023.59

 52533 3128X4K6 FHLMC               5.250  3/07/08  5.277 Aaa  AAA   13,480,000.00    99.96400 2  13,477,132.50  13,475,147.20       -1,985.30

 52218 3128X4YF FHLMC               5.000  1/28/08  5.945 Aaa  AAA   20,000,000.00    99.80700 2  19,999,416.21  19,961,400.00      -38,016.21

 56888 3128X5D5 FHLMC               5.500  2/13/09  5.500 Aaa  AAA   30,000,000.00   100.01300 2  30,000,000.00  30,003,900.00        3,900.00

 57109 3128X5J3 FHLMC               5.600  3/05/10  5.600 Aaa  AAA   35,000,000.00   100.02300 2  35,000,000.00  35,008,050.00        8,050.00

 56077 3128X5NT FHLMC               5.350 11/14/11  5.354 Aaa  AAA   10,000,000.00   100.09900 2   9,997,673.96  10,009,900.00       12,226.04

 56121 3128X5NT FHLMC               5.350 11/14/11  5.375 Aaa  AAA   10,000,000.00   100.09900 2   9,989,363.42  10,009,900.00       20,536.58

 57172 3128X5R7 FHLMC               5.250  3/15/12  5.271 Aaa  AAA   10,000,000.00    99.76400 2   9,991,192.56   9,976,400.00      -14,792.56

 55962 3128X5TZ FHLMC               5.375 12/27/11  5.375 Aaa  AAA   10,000,000.00    99.91600 2  10,000,000.00   9,991,600.00       -8,400.00

 56516 31331XMF FFCB                5.300  1/26/09  5.300 Aaa  AAA   20,000,000.00   100.00000 2  20,000,000.00  20,000,000.00               

 35447 31339XQ5 FHLB                3.000  6/30/08  3.014 Aaa  AAA    5,000,000.00    97.75000 2   4,999,271.35   4,887,500.00     -111,771.35

 46570 3133X8X5 FHLB                3.375 10/05/07  3.391 Aaa  AAA   10,000,000.00    99.25000 2   9,999,338.64   9,925,000.00      -74,338.64

 49796 3133XBFJ FHLB                5.170  4/21/10  4.251 Aaa  AAA    3,500,000.00    99.75000 2   3,500,000.00   3,491,250.00       -8,750.00

 50762 3133XCQC FHLB                4.500  8/23/07  4.500 Aaa  AAA   20,000,000.00    99.75000 2  20,000,000.00  19,950,000.00      -50,000.00

 54732 3133XFSX FHLB                5.500  6/13/08  5.495 Aaa  AAA   20,000,000.00   100.06250 2  20,000,000.00  20,012,500.00       12,500.00

 54400 3133XFWQ FHLB                5.250  6/18/07  5.560 Aaa  AAA   20,000,000.00   100.00000 2  19,992,006.71  20,000,000.00        7,993.29

 54395 3133XG4M FHLB                5.875  6/29/09  5.882 Aaa  AAA   20,000,000.00   100.09375 2  19,996,769.52  20,018,750.00       21,980.48

 55352 3133XHHG FHLB                5.400 10/23/09  5.400 Aaa  AAA   24,865,000.00   100.03125 2  24,865,000.00  24,872,770.31        7,770.31

 56500 3133XHMU FHLB                5.350 11/13/08  5.345 Aaa  AAA   13,490,000.00   100.06250 2  13,490,000.00  13,498,431.25        8,431.25

 55445 3133XHNX FHLB                5.600 11/18/09  5.600 Aaa  AAA   20,000,000.00   100.00000 2  20,000,000.00  20,000,000.00               

 55973 3133XHX4 FHLB                5.375 11/28/11  5.397 Aaa  AAA   10,000,000.00    99.96875 2   9,991,019.71   9,996,875.00        5,855.29

 55791 3133XHY4 FHLB                5.500 12/07/09  5.500 Aaa  AAA   20,000,000.00   100.00000 2  20,000,000.00  20,000,000.00               

 56967 3133XJML FHLB                5.375  2/09/10  5.437 Aaa  AAA   30,000,000.00    99.87500 2  29,952,202.22  29,962,500.00       10,297.78

 57246 3133XJXN FHLB                5.370  8/28/09  5.368 Aaa  AAA   30,000,000.00    99.90625 2  30,000,000.00  29,971,875.00      -28,125.00

 56970 3133XJYE FHLB                5.500  3/12/10  5.502 Aaa  AAA   20,000,000.00   100.00000 2  19,999,045.62  20,000,000.00          954.38

 57112 3133XK2F FHLB                5.550  3/04/10  5.550 Aaa  AAA   30,000,000.00   100.03125 2  30,000,000.00  30,009,375.00        9,375.00

 57220 3133XKA7 FHLB                5.500  3/19/09  5.500 Aaa  AAA   43,000,000.00   100.03125 2  43,000,000.00  43,013,437.50       13,437.50

 56501 31359M4P FNMA                5.500  1/23/12  5.507 Aaa  AAA   20,000,000.00   100.03125 2  19,993,943.48  20,006,250.00       12,306.52

 57367 31359M6L FNMA                5.390  3/27/12  5.392 Aaa  AAA   25,000,000.00    99.87500 2  24,997,546.55  24,968,750.00      -28,796.55

 54995 31359MF3 FNMA                5.000  7/25/08  5.220 Aaa  AAA   15,000,000.00    99.96875 2  14,960,917.74  14,995,312.50       34,394.76

 55214 31359MN8 FNMA                5.550  5/18/09  5.324 Aaa  AAA   11,000,000.00   100.00000 2  11,001,075.66  11,000,000.00       -1,075.66

 54487 31359MT4 FNMA                5.750  6/29/09  5.708 Aaa  AAA   19,735,000.00   100.09375 2  19,736,108.92  19,753,501.56       17,392.64

 

 

 

 

S T A T E   O F   A R I Z O N A

S T A T E   T R E A S U R E R ' S   O F F I C E

 

W A T E R M A R K   I N V E N T O R Y

 

INVESTMENTS OUTSTANDING AS OF 4/30/07 (SETTLEMENT BASIS)

CARRY-BASIS IS BOOK-VALUE AMORTIZED THROUGH 4/30/07

 

STATE AGENCIES II-DIVERSIFIED (3)

==============================================================================================================================================

 Pos#   Sec-Id     Description      RATE  Maturity  YIELD MOO  S&P  POSITION-SIZE  #   PRICE   $  CARRY-BASIS    MARKET-VALUE  * $-ABOVE/BELOW

------ -------- ------------------ ------ -------- ------ ---- ---- -------------- - --------- - -------------- -------------- - -------------

 56098 31359MU9 FNMA                5.400  2/01/08  5.166 Aaa  AAA   10,000,000.00   100.12500 2  10,016,629.87  10,012,500.00       -4,129.87

 55021 31359MX4 FNMA                5.000  9/15/08  5.047 Aaa  AAA   10,000,000.00   100.03125 2   9,993,944.73  10,003,125.00        9,180.27

 53293 3136F7ZH FNMA                5.350  5/08/08  5.350 Aaa  AAA   20,000,000.00   100.06250 2  20,000,000.00  20,012,500.00       12,500.00

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.318           669,070,000.00               668,919,511.86 668,480,006.57     -439,505.29

 

   38 ITEMS IN SUBTOTAL FOR:  AGENCY NOTES (30/360) 2X         (TYPE   23)

 

 

                                                 AGENCY NOTES-VAR (30/360) (  25)

                                                 --------------------------------

 35403 3128X1LU FHLMC Variable      3.500  6/25/08  3.522 Aaa  AAA    7,000,000.00    98.28500 2   6,998,386.97   6,879,950.00     -118,436.97

 52739 3133XCZL FHLB Float Qrtly    4.525  9/14/07  4.803 Aaa  AAA   10,000,000.00    99.97500 2   9,989,897.84   9,997,500.00        7,602.16

                                                   ======           --------------               -------------- --------------   -------------

                                                    4.275            17,000,000.00                16,988,284.81  16,877,450.00     -110,834.81

 

    2 ITEMS IN SUBTOTAL FOR:  AGENCY NOTES-VAR (30/360) 4X     (TYPE   25)

 

 

                                                 AGENCY NOTES (30/360) @ M (  28)

                                                 --------------------------------

 56907 3133XJYH FHLB                5.400  3/17/08  5.400 Aaa  AAA   25,000,000.00   100.00000 2  25,000,000.00  25,000,000.00               

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.400            25,000,000.00                25,000,000.00  25,000,000.00               

 

    1 ITEM IN SUBTOTAL FOR:   AGENCY NOTES (30/360) @ MATURITY (TYPE   28)

 

 

                                                 AGENCY DISCOUNT NOTES     (  35)

                                                 --------------------------------

 56435 313396FL FHLMC DISCOUNT      5.107  5/11/07  5.196 P-1  A-1+  25,036,000.00    99.85814 2  25,000,483.65  25,000,483.68               

 56471 313396GH FHLMC DISCOUNT      5.100  6/01/07  5.203 P-1  A-1+  20,000,000.00    99.56083 2  19,912,166.67  19,912,166.60               

 56438 313588FJ FNMA DISCOUNT       5.108  5/09/07  5.196 P-1  A-1+  27,073,000.00    99.88649 2  27,042,269.14  27,042,269.17               

 56603 313588FQ FNMA DISCOUNT       5.110  5/15/07  5.191 P-1  A-1+  15,000,000.00    99.80128 2  14,970,191.67  14,970,191.70               

 57794 313588RJ FNMA DISCOUNT       5.010  1/04/08  5.193 P-1  A-1+  25,000,000.00    96.54867 2  24,137,166.66  24,137,166.75               

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.196           112,109,000.00               111,062,277.79 111,062,277.90               

 

    5 ITEMS IN SUBTOTAL FOR:  AGENCY DISCOUNT NOTES            (TYPE   35)

 

 

 

 

 

S T A T E   O F   A R I Z O N A

S T A T E   T R E A S U R E R ' S   O F F I C E

 

W A T E R M A R K   I N V E N T O R Y

 

INVESTMENTS OUTSTANDING AS OF 4/30/07 (SETTLEMENT BASIS)

CARRY-BASIS IS BOOK-VALUE AMORTIZED THROUGH 4/30/07

 

STATE AGENCIES II-DIVERSIFIED (3)

==============================================================================================================================================

 Pos#   Sec-Id     Description      RATE  Maturity  YIELD MOO  S&P  POSITION-SIZE  #   PRICE   $  CARRY-BASIS    MARKET-VALUE  * $-ABOVE/BELOW

------ -------- ------------------ ------ -------- ------ ---- ---- -------------- - --------- - -------------- -------------- - -------------

 

                                                 AGENCY MBS (30/360) 12X 1 (  36)

                                                 --------------------------------

 44831 3128GVTY FHLMC GOLD E91467   5.000  9/01/17  5.064 Aaa  AAA    4,359,898.18    98.88600 2   4,341,768.09   4,311,328.91      -30,439.18

 55971 31392WB3 FNMA PAC(11) 2512   5.500  2/15/22  5.486 Aaa  AAA   10,717,000.00   101.19954 2  10,743,153.66  10,845,554.70      102,401.04

 52288 31392WJJ FHLMC SEQ 2509 CA   5.000  9/15/15  5.023 Aaa  AAA    2,798,143.20    99.63781 2   2,795,667.90   2,788,008.61       -7,659.29

 52498 31392XB9 FHLMC PAC 11 2513   6.000  2/15/32  5.942 Aaa  AAA    5,871,637.00   101.36473 2   5,926,769.41   5,951,768.99       24,999.58

 52532 31392XCA FHLMC PAC 11 2513   5.500  5/15/29  5.497 Aaa  AAA    2,308,661.00    99.81758 2   2,312,597.15   2,304,449.54       -8,147.61

 51054 31393KYD FHLMC SEQ 2574 HQ   4.500 11/15/16  4.583 Aaa  AAA    3,836,552.59    98.67640 2   3,815,433.87   3,785,771.98      -29,661.89

 49881 31394PVR FHLMC PAC 11 2743   4.000  4/15/21  4.021 Aaa  AAA    4,309,194.60    99.02608 2   4,304,432.97   4,267,226.49      -37,206.48

 51053 31395FEC FHLMC PAC 11 2836   5.000  5/15/22  4.971 Aaa  AAA    7,736,134.38    99.60208 2   7,767,887.94   7,705,350.75      -62,537.19

 51157 31395HGR FHLMC EXCH,PAC 11   3.500 10/15/15  3.671 Aaa  AAA      468,430.40    99.62411 2     463,087.85     466,669.62        3,581.77

 53323 31395HTQ FHLMC PAC 11 2894   5.500 12/15/24  5.508 Aaa  AAA    5,827,377.90   100.28281 2   5,828,669.43   5,843,858.31       15,188.88

 51769 31395JSK FHLMC EXCH,PAC 11   5.000  9/15/24  5.017 Aaa  AAA    5,819,745.90    99.58892 2   5,814,689.79   5,795,822.09      -18,867.70

 50270 31395KNR FHLMC SEQ,NAS 2903  4.500  1/15/18  4.521 Aaa  AAA    5,000,000.00    99.23926 2   4,995,296.01   4,961,963.00      -33,333.01

 52234 31395L3Y FHLMC SEQ 2918 ME   5.000 10/15/25  5.024 Aaa  AAA    3,699,748.65    99.39336 2   3,693,253.80   3,677,304.49      -15,949.31

 54286 31395PNH FHLMC PAC 11 2948   5.000 10/15/25  5.126 Aaa  AAA   10,493,622.45    99.62874 2  10,344,323.95  10,454,663.83      110,339.88

 56101 31395T6X FNMA EXCH,SEQ 2965  5.000 10/15/22  5.138 Aaa  AAA   18,441,867.00    99.17414 2  18,185,014.84  18,289,563.00      104,548.16

 51770 31395TKK FHLMC EXCH,PAC-1 1  5.000 10/15/24  5.028 Aaa  AAA    6,951,139.10    99.53257 2   6,936,539.69   6,918,647.39      -17,892.30

 51645 31395TWE FHLMC SEQ  2970 YA  5.000  9/15/18  5.051 Aaa  AAA    6,425,741.40    99.48148 2   6,403,408.90   6,392,422.65      -10,986.25

 50327 31395WNR FHLMC SEQ 3000 BA   4.500  7/15/23  4.592 Aaa  AAA    6,144,007.80    98.31166 2   6,086,291.37   6,040,276.06      -46,015.31

 51222 31396C3C FHLMC MR,EXCH,SEQ   5.125 10/15/15  5.163 Aaa  AAA    7,573,512.80    99.39460 2   7,559,210.36   7,527,662.75      -31,547.61

 55303 31396NSD FHLMC PAC-1(11) 31  5.500 11/15/26  5.496 Aaa  AAA   18,244,256.20   100.54623 2  18,276,158.39  18,343,911.80       67,753.41

 55381 31396NSD FHLMC PAC-1(11) 31  5.500 11/15/26  5.498 Aaa  AAA    9,122,128.10   100.54623 2   9,136,015.65   9,171,955.90       35,940.25

 54382 31396RX8 FHLMC PAC-1 11 317  6.000 12/15/26  5.975 Aaa  AAA    9,231,183.20   101.22167 2   9,270,025.26   9,343,957.80       73,932.54

 55390 31397AED FNMA SC EXCH SEQ 3  5.500  8/15/13  5.544 Aaa  AAA   16,539,049.80   100.26014 2  16,509,775.25  16,582,074.48       72,299.23

 56911 31397EUZ FHLMC MR SEQ R010   5.500 12/15/19  5.545 Aaa  AAA   19,512,382.60   100.39321 2  19,449,368.88  19,589,107.24      139,738.36

 57690 31397GB9 FHLMC GOLD SERIES   5.000  4/01/37  5.103 Aaa  AAA   20,000,000.00    98.42968 2  19,685,966.24  19,685,936.00          -30.24

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.255           211,431,414.25               210,644,806.65 211,045,256.38      400,449.73

 

   25 ITEMS IN SUBTOTAL FOR:  AGENCY MBS (30/360) 12X 14 DY DL (TYPE   36)

 

 

                                                 AGENCY MBS (30/360) 12X 2 (  39)

                                                 --------------------------------

 51175 31392EU3 FNMA SEQ 2002-66 A  5.000  5/25/30  5.011 Aaa  AAA    1,040,526.36    99.41819 2   1,040,450.12   1,034,472.47       -5,977.65

 52783 31392FC3 FNMA PAC 11 2002-7  5.500 12/25/15  5.504 Aaa  AAA    5,715,354.75    99.82805 2   5,717,720.84   5,705,527.20      -12,193.64

 

 

 

 

S T A T E   O F   A R I Z O N A

S T A T E   T R E A S U R E R ' S   O F F I C E

 

W A T E R M A R K   I N V E N T O R Y

 

INVESTMENTS OUTSTANDING AS OF 4/30/07 (SETTLEMENT BASIS)

CARRY-BASIS IS BOOK-VALUE AMORTIZED THROUGH 4/30/07

 

STATE AGENCIES II-DIVERSIFIED (3)

==============================================================================================================================================

 Pos#   Sec-Id     Description      RATE  Maturity  YIELD MOO  S&P  POSITION-SIZE  #   PRICE   $  CARRY-BASIS    MARKET-VALUE  * $-ABOVE/BELOW

------ -------- ------------------ ------ -------- ------ ---- ---- -------------- - --------- - -------------- -------------- - -------------

 49417 31392FST FNMA EXCH,PAC 11 2  4.250  3/25/15  4.254 Aaa  AAA    4,928,583.46    98.91107 2   4,930,440.04   4,874,914.64      -55,525.40

 55301 31392FT9 FNMA PAC(11) 2002-  5.000  5/25/14  5.109 Aaa  AAA   10,796,512.46    99.53795 2  10,733,819.43  10,746,627.17       12,807.74

 51632 31392GPK FNMA SEQ 2002-89 C  5.000  4/25/16  5.029 Aaa  AAA    7,092,012.60    99.36654 2   7,082,439.37   7,047,087.54      -35,351.83

 54269 31392HTR FNMA PAC 11 2003-1  5.500  4/25/28  5.580 Aaa  AAA    7,046,797.10    99.95320 2   6,983,173.73   7,043,499.20       60,325.47

 32843 31392JQV FNMA SEQ 2003-16 N  3.500  2/25/15  3.468 Aaa  AAA      626,793.00    98.73482 2     628,504.19     618,862.94       -9,641.25

 33994 31393BFL FNMA PAC 11 2003-3  3.500  3/25/33  3.545 Aaa  AAA    2,548,949.40    94.28120 2   2,533,771.10   2,403,180.08     -130,591.02

 51066 31394BD3 FNMA SEQ 2004-101   5.000  2/25/18  4.993 Aaa  AAA    6,202,027.80    99.43664 2   6,210,502.84   6,167,088.06      -43,414.78

 55850 31394CN6 FNMA PAC(11) 2005-  5.000  6/25/27  5.030 Aaa  AAA    9,070,538.85    99.48566 2   9,046,898.13   9,023,885.44      -23,012.69

 53060 31394EFZ FNMA PAC 11 2005-6  5.500 10/25/24  5.510 Aaa  AAA    4,475,657.16   100.00258 2   4,475,657.16   4,475,772.63          115.47

 55659 31396LYT FNMA MR,EXCH 2006-  5.500  5/25/14  5.525 Aaa  AAA    8,831,382.50   100.23329 2   8,823,913.94   8,851,985.23       28,071.29

 55664 31396LYT FNMA MR,EXCH 2006-  5.500  5/25/14  5.525 Aaa  AAA   16,338,057.61   100.23329 2  16,324,240.77  16,376,172.66       51,931.89

 57349 31396P6D FNMA MR,EXCH 2007-  5.450 12/25/20  5.469 Aaa  AAA   19,735,021.20   100.07000 2  19,718,179.61  19,748,835.71       30,656.10

 44123 31400HYD FNMA FNCI CL 68840  5.000  2/01/18  4.952 Aaa  AAA    4,655,266.14    98.83300 2   4,676,670.41   4,600,939.18      -75,731.23

 44125 31401EBE FNMA FNCI CL 70573  5.000  6/01/18  4.953 Aaa  AAA    2,391,395.50    98.83300 2   2,402,461.41   2,363,487.91      -38,973.50

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.221           111,494,875.89               111,328,843.09 111,082,338.06     -246,505.03

 

   16 ITEMS IN SUBTOTAL FOR:  AGENCY MBS (30/360) 12X 24 DY DL (TYPE   39)

 

 

                                                 AGENCY MBS (30/360) 12X 1 (  40)

                                                 --------------------------------

 55923 31392GQA FNMA PAC(11) 2002-  5.250 10/25/30  5.296 Aaa  AAA   18,693,387.50   100.30170 2  18,596,325.34  18,749,785.45      153,460.11

 54270 38373XMP GNMA AD,SEQ  2002-  6.000  4/16/13  6.010 Aaa  AAA    3,850,099.75    99.99163 2   3,850,099.75   3,849,777.50         -322.25

 57313 38374GKR GNMA EXCH,AD, SEQ   5.000  8/16/29  5.072 Aaa  AAA   19,364,551.20    99.19646 2  19,195,857.16  19,208,949.29       13,092.13

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.259            41,908,038.45                41,642,282.25  41,808,512.24      166,229.99

 

    3 ITEMS IN SUBTOTAL FOR:  AGENCY MBS (30/360) 12X 15 DY DL (TYPE   40)

 

 

                                                 CORPORATE NOTES (30/360)  (  50)

                                                 --------------------------------

 57307 06406HBB BANK OF NEW YORK    5.000  3/23/12  5.045 Aa2  A+    13,000,000.00    99.64000 2  12,974,936.68  12,953,200.00      -21,736.68

 57288 459200DU IBM Corp            4.950  3/22/11  4.981 A1   A+    18,000,000.00    99.77300 2  17,980,567.02  17,959,140.00      -21,427.02

 57520 931142CF WAL-MART STORES     5.000  4/05/12  5.081 Aa2  AA    20,000,000.00    99.72600 2  19,930,207.55  19,945,200.00       14,992.45

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.037            51,000,000.00                50,885,711.25  50,857,540.00      -28,171.25

 

    3 ITEMS IN SUBTOTAL FOR:  CORPORATE NOTES (30/360) 2X      (TYPE   50)

 

 

 

S T A T E   O F   A R I Z O N A

S T A T E   T R E A S U R E R ' S   O F F I C E

 

W A T E R M A R K   I N V E N T O R Y

 

INVESTMENTS OUTSTANDING AS OF 4/30/07 (SETTLEMENT BASIS)

CARRY-BASIS IS BOOK-VALUE AMORTIZED THROUGH 4/30/07

 

STATE AGENCIES II-DIVERSIFIED (3)

 

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