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 1/31/08  (SETTLEMENT BASIS)

*** CARRY-BASIS IS BOOK-VALUE AMORTIZED THROUGH 1/31/08 ***

*** 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)

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

 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               

 60999 TPDB0275 DEUTSCHE BANK       1.700  2/01/08  1.700 Aaa  AAA   1480000000.00   100.00000 2  1480000000.00  1480000000.00                

 61000 TPGS0095 GOLDMAN SACHS & CO  1.700  2/01/08  1.700 Aaa  AAA  347,000,000.00   100.00000 2 347,000,000.00 347,000,000.00               

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

                                                    1.744            1872000000.00                1872000000.00  1872000000.00               

 

    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   101.00800 2  10,016,841.74  10,100,800.00       83,958.26

 58179 912828FE U S TREASURY NOTE   4.875  5/15/09  4.843 Aaa  AAA   40,000,000.00   103.44500 2  40,015,224.64  41,378,000.00    1,362,775.36

 56651 912828FJ U S TREASURY NOTE   5.125  6/30/08  5.052 Aaa  AAA   15,000,000.00   101.23438 2  15,004,080.03  15,185,157.00      181,076.97

 58192 912828FJ U S TREASURY NOTE   5.125  6/30/08  4.976 Aaa  AAA   20,000,000.00   101.23438 2  20,011,340.73  20,246,876.00      235,535.27

 56657 912828FM U S TREASURY NOTE   5.000  7/31/08  5.046 Aaa  AAA   15,000,000.00   101.41400 2  14,996,709.98  15,212,100.00      215,390.02

 58223 912828FM U S TREASURY NOTE   5.000  7/31/08  5.022 Aaa  AAA   30,000,000.00   101.41400 2  29,996,035.34  30,424,200.00      428,164.66

 57438 912828FR U S TREASURY NOTE   4.875  8/31/08  4.786 Aaa  AAA   50,000,000.00   101.50800 2  50,023,888.02  50,754,000.00      730,111.98

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

                                                    4.915           180,000,000.00               180,064,120.48 183,301,133.00    3,237,012.52

 

    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  4.831 Aaa  AAA    3,560,000.00   101.87500 2   3,560,000.00   3,626,750.00       66,750.00

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

                                                    4.831             3,560,000.00                 3,560,000.00   3,626,750.00       66,750.00

 

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

 

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

                                                    2.028            2055560000.00                2055624120.48  2058927883.00    3,303,762.52

 

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