Reconciliation

Custodian statement · 01 Jul 2026 reconciled against the live internal book.

Statement of holdings

InstrumentInternal qtyCustodian settledCustodian pendingInternal valueCustodian valueBreak
Apple Inc.2’5002’500€486’316€486’316
German Bund 2.5% 20334’0004’000€380’000€380’000
Microsoft Corp.800680120€311’242€311’242
US Treasury 4.0% 20323’0003’000€269’558€269’558
Novartis AG1’5001’500€134’211€134’211
Roche Holding AG400400€101’053€101’053
ubs0500€0€14’700Custodian only
Mosaic — demo build. Mock data + deterministic in-app engines; no live Avaloq Core dependency.