| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q3'26 | October 20, 2026 | 9/12 | 1 high, 2 medium, 1 low flags | 0 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q3'26 | Pending | The net new supply of agency MBS this year will likely drop to about $150 billion Full-year 2026 period has not ended; actual not stated on this call. |
| Q3'26 | Pending | We expect these favorable supply and demand dynamics to become more apparent over time and to benefit agency MBS performance in the second half of the year. Q3 performance was adverse, but the second half is not complete. This qualitative outlook is not a guaranteed return target. |
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