Quarterly investor materials furnished, but no new operating disclosure

This is a routine information release, not a fresh business event. Item 7.01 only says Assured Guaranty made its June 30, 2026 financial supplement and fixed-income investor presentation available; the filing itself provides no earnings figures, guidance change, capital action, transaction update, or new risk disclosure (Regulation FD Disclosure).

The gap versus expectation is effectively zero. Making quarterly materials available after quarter-end is an anticipated disclosure step, and this 8-K adds no standalone information beyond directing investors to those materials. Because the underlying supplement and presentation are not included here, this filing alone cannot support a beat, miss, or substantive read on the quarter.