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4 6 dŚĞ ƵƚŚŽƌŝƚLJ │ October EMBER ENEFIT ROGRAM a re you c onnect - ed ? W>'/d͛Ɛ ĐůŝĞŶƚ ĂĐĐŽƵŶƚ ƉŽƌƚĂů ĐĞůĞďƌĂƚĞƐ ĨŽƵƌ LJĞĂƌƐ ŽĨ ƐƵƉƉŽƌƟŶŐ ůŽĐĂů ŐŽǀĞƌŶŵĞŶƚƐ By Tamara Kemmler, Institutional Sales and Relationship Manager, PFM Asset Management, a division of U.S. Bancorp Asset Management, Inc. S ince its launch in May 2022, PLGIT’s secure online transaction and reporting system, Connect, has become an important tool for public entity investors. More than 800 local governments and school districts have leveraged the platform to enhance their financial management and oversight capabilities. 1 Recognizing that even successful tools can be improved, PLGIT and PFM Asset Management LLC (PFMAM)- -PLGIT’s investment adviser and administrator—have remained committed to refining the user experience. Over the past year, they have introduced a range of thoughtful design updates and reporting enhancements aimed at making Connect even more intuitive and valuable for municipal users. Despite the growing adoption and expanded functionality of Connect, some local governments have yet to fully explore all the portal has to offer. In this article, we’ll provide a brief overview of the enhancements introduced over the past year, along with a reminder of the ongoing potential benefits this powerful online resource delivers to a municipality’s operations. Fewer forms; more flexibility – Connect’s newest feature PLGIT has expanded the self-service capabilities in Connect to help local governments manage their accounts more quickly and efficiently. The latest enhancement allows users to open subaccounts directly through the Connect portal—eliminating paperwork and reducing wait times. Opening a subaccount is simple. Users can navigate to the “Organizational Settings” section on their dashboard and select “Open New Account.” After entering a few key details, Connect will establish the new subaccount within 48 hours. Why use subaccounts? Subaccounts provide a variety of operational and reporting advantages, including: • Fund segregation – Easily track and manage funds based on their specific purpose • Enhanced transparency – Streamline reconciliation and improve audit trails • Cash flow clarity – Clearly distinguish between short-term liquidity and long-term reserves Dependable features and functions There are many reasons that Connect has earned strong appreciation from users since its launch. Below are just a few of its key features: Detailed Account Dashboard - Users can view balances, recent activity, and key metrics across all active accounts in a single, intuitive dashboard— making it easy to monitor financial positions at a glance. Expanded Recordkeeping Options - Connect enables users to view and download historical month-end holdings through the “Activity History” section, conveniently located on the left-hand navigation menu. Interactive Graphics – Clear, visual representations of users’ PLGIT relationship and investment allocations are available through easy- to understand graphs and charts. Current Yields at Your Fingertips - Investors don’t have to wait to see current liquid and fixed-rates. Local governments have access to daily liquid rates--PLGIT-Class, PLGIT/ Reserve-Class and PLGIT/PRIME—as well as fixed rates through PLGIT/ Term. Current 7-day yields for PLGIT’s liquid investment options are always available at www.PLGIT.com . More Data, Easier Access - Municipalities can quickly access key data points such as “Pending Activity,” “Recent Activity,” and more. Historical account activity can be filtered by transaction type, investment type, account and/or date, while an 1 As of May 19, 2026