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 12/31/07  (SETTLEMENT BASIS)

*** CARRY-BASIS IS BOOK-VALUE AMORTIZED THROUGH 12/31/07 ***

*** LGIP-GOVERNMENT (7) ***

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

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

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

 

                                                 TRI-PARTY REPO-TSY COLLAT (   7)

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

 60575 TPCG0539 CITIGROUP GLOBAL M   .250  1/02/08   .250 Aaa  AAA  370,000,000.00   100.00000 2 370,000,000.00 370,000,000.00               

 60248 TPDB0248 DEUTSCHE BANK       3.550  5/01/08  3.550 Aaa  AAA   45,000,000.00   100.00000 2  45,000,000.00  45,000,000.00               

 60574 TPDB0261 DEUTSCHE BANK       1.250  1/02/08  1.250 Aaa  AAA   1500000000.00   100.00000 2  1500000000.00  1500000000.00               

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

                                                    1.111            1915000000.00                1915000000.00  1915000000.00               

 

    3 ITEMS IN SUBTOTAL FOR:  TRI-PARTY REPO-TSY COLLATERAL    (TYPE    7)

 

 

                                                 U.S. TREASURY NOTES & BON (  12)

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

 58183 9128274F U S TREASURY NOTE   5.625  5/15/08  5.009 Aaa  AAA   10,000,000.00   100.80500 2  10,021,861.87  10,080,500.00       58,638.13

 58179 912828FE U S TREASURY NOTE   4.875  5/15/09  4.843 Aaa  AAA   40,000,000.00   102.35938 2  40,016,230.96  40,943,750.00      927,519.04

 56651 912828FJ U S TREASURY NOTE   5.125  6/30/08  5.052 Aaa  AAA   15,000,000.00   100.82813 2  15,004,923.24  15,124,218.75      119,295.51

 58192 912828FJ U S TREASURY NOTE   5.125  6/30/08  4.976 Aaa  AAA   20,000,000.00   100.82813 2  20,013,684.48  20,165,625.00      151,940.52

 56657 912828FM U S TREASURY NOTE   5.000  7/31/08  5.046 Aaa  AAA   15,000,000.00   100.87500 2  14,996,146.50  15,131,250.00      135,103.50

 58223 912828FM U S TREASURY NOTE   5.000  7/31/08  5.022 Aaa  AAA   30,000,000.00   100.87500 2  29,995,356.31  30,262,500.00      267,143.69

 57438 912828FR U S TREASURY NOTE   4.875  8/31/08  4.786 Aaa  AAA   50,000,000.00   100.87500 2  50,027,381.08  50,437,500.00      410,118.92

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

                                                    4.915           180,000,000.00               180,075,584.44 182,145,343.75    2,069,759.31

 

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

 

 

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

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

 59594 911759CC HUD                 6.610  8/01/08  6.610 Aaa  AAA    3,560,000.00   100.18750 2   3,565,098.80   3,566,675.00        1,576.20

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

                                                    6.610             3,560,000.00                 3,565,098.80   3,566,675.00        1,576.20

 

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

 

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

                                                    1.447            2098560000.00                2098640683.24  2100712018.75    2,071,335.51

 

   11 ITEMS IN SUBTOTAL FOR:  LGIP-GOVERNMENT                  (FUND    7)