Name	CUSIP	Coupon	MWC	Maturity/Call Date	Home
Albemarle	012653AF8	5.650%	Y	2052
Athene	ATH’D	4.875%	N	Perpetual and post-12/30/2025
Blackstone	09261HBW6	6.000%	Y	2034
Brookfield	BNH	4.625%	N	2080
Capital One	COF’I	5.000%	N	Perpetual and post-12/01/2024
Dow Chemicals	260543CR2	5.550%	Y	2048
FMC	302491AY1	6.375%	Y	2053
Ford	FPRB	6.200%	N	2059 – Par Call post 06/01/2024
Jefferies	47233WHY8	6.500%	N	2045 – Par Call at Each Interest Payment Date
Kyndryl	50155QAN0	6.350%	Y	2034
Meta	30303M8W5	5.550%	Y	2064
Oracle	68389XCV5	5.500%	Y	2064
Petrobras	71647NBJ7	5.500%	Y	2051
Salesforce	79466LAW4	6.550%	Y	2056
Synchrony	SYF’A	5.625%	N	Perpetual and post-05/15/2024
TIPS (Ref CPI: 297.254)	912810TP3	1.500%	N	2053 – No Early Redemption
TIPS (Ref CPI: 306.903)	912810TY4	2.125%	N	2054 – No Early Redemption
TIPS (Ref CPI: 315.549)	912810UH9	2.375%	N	2055 – No Early Redemption
US Note	91282CBL4	1.125%	N	2031 – No Early Redemption
Whirlpool	96332HCG2	5.150%	Y	2043
As of:	10/10/26
Notes:
Current CPI	CPI – U NSA
Pure Yield Pickup Swap Consideration Points
1. Yield Pickup Source	Longer duration
	Lower liquidity
	Higher credit risk
	Callable structure
2. Duration / Interest Rate Risk
3. Credit Risk
4. Liquidity	Trade less frequently
	Have wider bid-ask spreads
	Become illiquid during stress
5. Real Vs. Nominal Yield
6. Convexity / Embedded Options
7. Reinvestment Risk
8. Portfolio Role
Goal	Preferred Bond Type
Inflation protection	TIPS
Maximum income	High coupon nominal
Liability matching	Duration-matched bonds
Deflation hedge	Nominal Treasuries
Tax efficiency	Municipals
Crisis protection	Treasuries/TIPS