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HomeMy WebLinkAbout111720-05.3 ADMINISTRATIVE STAFF REPORT 5.3 TO: Mayor and Town Council November 17, 2020 SUBJECT: September 2020 Month End Treasurer’s Report BACKGROUND The California Government Code and the Town of Danville’s Investment Policy require that a report specifying the investment activity during the month, as well as the month- end investment balances, be prepared and presented to the Town Council on a monthly basis. DISCUSSION Beginning and Ending Cash and Investment Balances for the month of September 2020: August September August September 31, 2020 30, 2020 31, 2020 30, 2020 Town Funds $81,301,595 $78,948,441 $83,301,710 $80,853,611 Trust Funds 1,124,644 1,158,309 1,124,644 1,158,309 Assessment & SA 1,340,967 1,718,258 1,340,913 1,717,537 Total Cash & Investments $83,767,206 $81,825,008 $85,767,267 $83,729,457 Total Cash & Investments Year-to-Year Comparison 2019 $85,050,221 $83,383,364 $85,923,186 $84,131,025 Cost Basis Market Value Purchases for the month of September 2020 consisted of one Federal Home Loan Mortgage Corporation Note for $899,706 (maturity date September 8, 2023), one Federal Home Loan Mortgage Corporation Note for $599,724 (maturity date September 8, 2023) and one Federal Home Loan Mortgage Corporation Note for $1,501,095 (maturity date September 24, 2023). There were no purchases for the NERIAD Fund for the month of September 2020. Maturities for the month included one Intl. Bank Recon & Development Bank Note for $1,499,685 and one U.S. Treasury Note for $496,095. September 2020 Treasurer’s Report 2 November 17, 2020 Sales before maturities for the month included one Honda Auto Receivables Trust 2018- 2 A3 (partial) for $17,258 and one Honda Auto Receivables Trust 2018-3 A3 (partial) for $36,752. There were no maturities for the NERIAD Fund for the month of September 2020. The Town's net cash position changed from $13,520,340 to $10,226,445 during the month of September 2020. This consisted of operating expenses in excess of operating revenues of -$2,408,278, net funds invested of -$994,745, premium/discount recognition of -$4,225 and interest received of $113,353. Cash requirements have been projected for the next 12 months, and the Town is in a position to meet its cash requirements. All investments that the Town owns are in compliance with the California Government Code and the Town’s Investment Policy. PUBLIC CONTACT Posting of the meeting agenda serves as notice to the general public. RECOMMENDATION Accept the September 2020 Month End Treasurer’s Report. Prepared by: Lani Ha Finance Manager/Treasurer Reviewed by: Joseph A. Calabrigo Town Manager Attachment: September 2020 Month End Treasurer’s Report To w n o f D a n v i l l e Tr e a s u r e r ' s R e p o r t o f I n v e s t m e n t s - S u m m a r y Se p t e m b e r 3 0 , 2 0 2 0 Yield to De s c r i p t i o n P a r V a l u e C o s t M a r k e t V a l u e % T o t a l M a t u r i t y TO W N F U N D S U. S . T r e a s u r y O b l i g a t i o n s 1 7 , 1 5 0 , 0 0 0 $ 1 6 , 8 8 5 , 5 0 1 $ 1 7 , 5 3 4 , 0 4 5 $ 2 2 % 2 . 0 7 % Fe d e r a l A g e n c y I s s u e s 3 6 , 8 3 0 , 0 0 0 3 7 , 0 0 1 , 4 0 0 3 7 , 7 6 3 , 1 5 8 4 7 % 1 . 3 8 % Ca s h E q u i v a l e n t s 1 0 , 2 2 6 , 4 4 5 1 0 , 2 2 6 , 4 4 5 1 0 , 2 2 6 , 4 4 5 1 3 % 0 . 5 0 % As s e t - B a c k e d S e c u r i t i e s 2 , 2 7 9 , 6 6 7 2 , 2 7 9 , 4 9 6 2 , 3 2 1 , 9 9 5 3 % 2 . 0 5 % Co m m e r c i a l P a p e r 0 0 0 0 % 0 . 0 0 % Ne g o t i a b l e C D 0 0 0 0 % 0 . 0 0 % Su p r a n a t i o n a l 2 , 1 0 0 , 0 0 0 2 , 0 5 1 , 2 6 5 2 , 1 3 1 , 9 1 7 3 % 2 . 6 8 % US C o r p o r a t e 1 0 , 4 1 5 , 0 0 0 1 0 , 5 0 4 , 3 3 4 1 0 , 8 7 6 , 0 5 1 1 3 % 2 . 5 8 % To t a l / W e i g h t e d A v e r a g e 7 9 , 0 0 1 , 1 1 2 $ 7 8 , 9 4 8 , 4 4 1 $ 8 0 , 8 5 3 , 6 1 1 $ 1 0 0 % 1 . 6 3 % Ma t u r i t i e s 0 - 3 0 D a y s 8, 5 8 9 , 3 8 6 $ 1 1 % 31 - 6 0 1, 6 5 2 , 7 0 7 2 % 61 - 9 0 2, 7 0 8 , 1 2 5 3 % 91 - 1 2 0 1, 0 0 6 , 3 8 6 1 % 12 1 - 1 8 0 38 3 , 8 4 6 0 % 18 1 - 2 7 0 4, 9 6 3 , 8 7 3 6 % 27 1 - 3 6 5 2, 7 1 7 , 1 1 9 3 % 1 - 2 Y e a r s 23 , 7 7 3 , 2 1 7 2 9 % 2 - 3 29 , 0 4 4 , 2 3 2 3 6 % 3 - 5 6, 0 1 4 , 7 2 1 7 % Ov e r 5 Y e a r s 00% 80 , 8 5 3 , 6 1 1 $ 1 0 0 % To t a l / W e i g h t e d A v e r a g e To w n F u n d s W e i g h t e d A v e r a g e Q u a l i t y i s A A A Pa g e 1 To w n o f D a n v i l l e Tr e a s u r e r ' s R e p o r t o f I n v e s t m e n t s - S u m m a r y Se p t e m b e r 3 0 , 2 0 2 0 De s c r i p t i o n P a r V a l u e C o s t M a r k e t V a l u e % T o t a l TR U S T F U N D Ca s h E q u i v a l e n t s 1 , 1 5 8 , 3 0 9 $ 1 , 1 5 8 , 3 0 9 $ 1 , 1 5 8 , 3 0 9 $ 1 0 0 % CD A / S U C C E S S O R A G E N C Y Ca s h E q u i v a l e n t s 4 2 5 , 4 9 9 $ 4 2 5 , 4 9 9 $ 4 2 5 , 4 9 9 $ 1 0 0 % To t a l 4 2 5 , 4 9 9 $ 4 2 5 , 4 9 9 $ 4 2 5 , 4 9 9 $ 1 0 0 % AS S E S S M E N T D I S T R I C T S N E R I A D F e d e r a l A g e n c y I s s u e s 1 0 0 , 0 0 0 $ 1 0 1 , 4 3 2 $ 1 0 0 , 5 7 7 $ 8 % U . S . T r e a s u r y O b l i g a t i o n s 7 5 0 , 0 0 0 7 5 1 , 7 3 8 7 5 1 , 8 7 2 5 8 % C a s h E q u i v a l e n t s 4 3 9 , 5 8 9 4 3 9 , 5 8 9 4 3 9 , 5 8 9 3 4 % Su b t o t a l 1 , 2 8 9 , 5 8 9 $ 1 , 2 9 2 , 7 5 9 $ 1 , 2 9 2 , 0 3 8 $ 1 0 0 % To t a l 1 , 2 8 9 , 5 8 9 $ 1 , 2 9 2 , 7 5 9 $ 1 , 2 9 2 , 0 3 8 $ 1 0 0 % SU M M A R Y T O T A L T o w n F u n d s 7 9 , 0 0 1 , 1 1 2 $ 7 8 , 9 4 8 , 4 4 1 $ 8 0 , 8 5 3 , 6 1 1 $ T r u s t F u n d 1 , 1 5 8 , 3 0 9 1 , 1 5 8 , 3 0 9 1 , 1 5 8 , 3 0 9 C D A / S u c c e s s o r A g e n c y 4 2 5 , 4 9 9 4 2 5 , 4 9 9 4 2 5 , 4 9 9 N E R I A D 1 , 2 8 9 , 5 8 9 1 , 2 9 2 , 7 5 9 1 , 2 9 2 , 0 3 8 Su m m a r y T o t a l 8 1 , 8 7 4 , 5 0 9 $ 8 1 , 8 2 5 , 0 0 8 $ 8 3 , 7 2 9 , 4 5 7 $ Pa g e 2 To w n o f D a n v i l l e Tr e a s u r e r ' s R e p o r t o f I n v e s t m e n t s CD A To w n F u n d s T r u s t F u n d s S u c c e s s o r A g e n c y N E R I A D T o t a l Be g i n n i n g B a l a n c e , a t c o s t 8 1 , 3 0 1 , 5 9 5 $ 1 , 1 2 4 , 6 4 4 $ 4 9 , 7 7 2 $ 1 , 2 9 1 , 1 9 5 $ 8 3 , 7 6 7 , 2 0 6 $ Pu r c h a s e s , a t c o s t FH L M C N o t e 8 8 9 , 7 0 6 $ 8 8 9 , 7 0 6 FH L M C N o t e 5 9 9 , 7 2 4 $ 599,724 FH L M C N o t e 1 , 5 0 1 , 0 9 5 $ 1,501,095 - - - - - Sa l e s / M a t u r a t i o n s / C a l l - In t l . B a n k R e c o n & D e v e l o p m e n t N o t e ( 1 , 4 9 9 , 6 8 5 ) - ( 1 , 4 9 9 , 6 8 5 ) US T r e a s u r y N o t e ( 4 9 6 , 0 9 5 ) ( 4 9 6 , 0 9 5 ) - Re d e m p t i o n ( 5 4 , 0 1 0 ) $ (54,010) Pr e m i u m / D i s c o u n t ( 4 , 2 2 5 ) $ - - ( 4 , 2 2 5 ) In t e r e s t R e c e i v e d 1 1 3 , 3 5 3 $ - 4 5 9 3 1 1 3 , 9 5 0 Ne t c h a n g e i n C a s h ( 3 , 4 0 3 , 0 1 7 ) $ 3 3 , 6 6 5 3 7 5 , 7 2 3 9 7 1 ( 2 , 9 9 2 , 6 5 8 ) Re a l i z e d g a i n s ( l o s s e s ) - En d i n g B a l a n c e , a t c o s t 7 8 , 9 4 8 , 4 4 1 $ 1 , 1 5 8 , 3 0 9 $ 4 2 5 , 4 9 9 $ 1 , 2 9 2 , 7 5 9 $ 8 1 , 8 2 5 , 0 0 8 Se p t e m b e r 3 0 , 2 0 2 0 Pa g e 3 To w n o f D a n v i l l e Tr e a s u r e r ' s R e p o r t o f I n v e s t m e n t s - D e t a i l To w n F u n d s Yield to A n n u a l De s c r i p t i o n P u r c h a s e D a t e M a t u r i t y D a t e P a r V a l u e C o s t M a r k e t V a l u e M aturity I n t e r e s t Fe d e r a l A g e n c y I s s u e s F F C B N o t e 1 1 / 21 / 2 0 1 7 1 1 / 2 7 / 2 0 2 0 3 5 0 , 0 0 0 3 4 9 , 2 7 9 3 5 0 , 9 5 9 1 . 9 7 % 6 , 8 9 5 F H L B N o t e 0 1 / 2 7 / 20 1 6 1 2 / 1 1 / 2 0 2 0 1 , 5 0 0 , 0 0 0 1, 5 2 0 , 3 5 5 1, 5 0 5 , 1 4 7 1 . 5 8 % 2 3 , 7 0 0 F F C B N o t e 1 2 / 1 1 / 20 1 8 1 1 / 1 5 / 2 0 2 1 1 , 6 0 0 , 0 0 0 1, 6 0 7 , 9 8 4 1, 6 5 2 , 1 7 6 2 . 8 7 % 4 5 , 9 2 0 F H L B N o t e 1 2 / 1 5 / 20 1 7 1 2 / 1 0 / 2 0 2 1 1 , 0 0 0 , 00 0 9 8 9 , 1 0 0 1 , 0 2 0 , 4 6 1 2 . 1 6 % 2 1 , 6 0 0 F N M A N o t e 0 9 / 2 7 / 20 1 7 0 1 / 0 5 / 2 0 2 2 1 , 4 0 0 , 0 0 0 1, 4 0 5 , 4 1 8 1, 4 3 3 , 3 7 5 1 . 9 0 % 2 6 , 6 0 0 F N M A N o t e 0 2 / 1 3 / 20 1 9 0 1 / 1 1 / 2 0 2 2 1 , 0 0 0 , 0 0 0 1, 0 0 1 , 1 6 0 1, 0 3 1 , 8 4 0 2 . 5 8 % 2 5 , 8 0 0 F F C B N o t e 0 4 / 3 0 / 20 2 0 0 5 / 0 6 / 2 0 2 2 1 , 4 2 0 , 0 0 0 1, 4 1 8 , 1 9 7 1, 4 2 2 , 1 9 0 0 . 3 1 % 4 , 4 0 2 F H L B N o t e 0 6 / 12 / 2 0 1 8 0 6 / 1 0 / 2 0 2 2 4 7 5 , 0 0 0 4 7 3 , 4 1 8 4 9 5 , 8 6 0 2 . 8 4 % 1 3 , 4 9 0 F H L B N o t e 0 7 / 1 7 / 20 1 8 0 6 / 1 0 / 2 0 2 2 1 , 0 0 0 , 00 0 9 9 6 , 8 5 0 1 , 0 4 4 , 1 0 4 2 . 8 4 % 2 8 , 4 0 0 F H L M C N o t e 0 8 / 11 / 2 0 2 0 0 7 / 2 5 / 2 0 2 2 1 , 5 0 0 , 00 0 1 , 4 9 8 , 2 4 5 1, 4 9 8 , 6 4 1 0 . 1 9 % 2 , 8 5 0 F N M A N o t e 0 9 / 06 / 2 0 1 9 0 9 / 0 6 / 2 0 2 2 8 2 5 , 0 0 0 8 2 2 , 1 2 9 8 4 5 , 7 0 6 1 . 5 5 % 1 2 , 7 8 8 F N M A N o t e 0 9 / 26 / 2 0 1 9 0 9 / 0 6 / 2 0 2 2 7 0 0 , 0 0 0 6 9 5 , 1 4 9 7 1 5 , 0 8 4 1 . 5 5 % 1 0 , 8 5 0 F H L B N o t e 1 1 / 0 5 / 20 1 8 0 9 / 0 9 / 2 0 2 2 1 , 0 0 0 , 0 0 0 1, 0 0 0 , 8 3 0 1, 0 5 6 , 6 7 9 3 . 1 0 % 3 1 , 0 0 0 F F C B N o t e 1 0 / 1 5 / 20 1 9 1 0 / 1 1 / 2 0 2 2 1 , 5 0 0 , 0 0 0 1, 4 8 8 , 5 8 5 1, 5 3 6 , 4 4 9 1 . 6 4 % 2 4 , 6 0 0 F H L B N o t e 0 8 / 2 7 / 20 1 8 1 2 / 0 9 / 2 0 2 2 1 , 2 5 0 , 0 0 0 1, 2 3 5 , 0 0 0 1, 3 1 3 , 5 0 8 2 . 8 0 % 3 5 , 0 0 0 F H L B N o t e 1 2 / 2 0 / 20 1 8 1 2 / 0 9 / 2 0 2 2 1 , 7 0 0 , 0 0 0 1, 7 1 4 , 7 5 6 1, 8 0 3 , 5 7 1 2 . 7 7 % 4 7 , 0 9 0 F N M A N o t e 0 3 / 1 8 / 20 1 9 0 1 / 1 9 / 2 0 2 3 1 , 5 0 0 , 0 0 0 1, 4 9 5 , 4 5 5 1, 5 7 3 , 5 8 0 2 . 4 6 % 3 6 , 9 0 0 F H L B N o t e 0 3 / 28 / 2 0 1 9 0 3 / 1 0 / 2 0 2 3 9 0 0 , 0 0 0 9 1 7 , 1 3 6 9 5 5 , 6 1 3 2 . 2 4 % 2 0 , 1 6 0 F H L M C N o t e 0 5 / 05 / 2 0 2 0 0 5 / 0 5 / 2 0 2 3 1 , 3 3 0 , 00 0 1 , 3 2 9 , 4 4 1 1, 3 3 5 , 7 0 6 0 . 3 9 % 5 , 1 8 7 F N M A N o t e 0 5 / 2 0 / 20 2 0 0 5 / 2 2 / 2 0 2 3 1 , 4 2 5 , 0 0 0 1, 4 2 0 , 7 1 1 1, 4 2 6 , 0 2 2 0 . 3 5 % 4 , 9 8 8 F F C B N o t e 0 6 / 0 2 / 20 2 0 0 6 / 0 8 / 2 0 2 3 1 , 5 0 0 , 0 0 0 1, 4 9 8 , 8 7 5 1, 5 0 3 , 3 1 7 0 . 3 3 % 4 , 9 5 0 F H L B N o t e 0 6 / 1 0 / 20 1 9 0 6 / 0 9 / 2 0 2 3 1 , 5 0 0 , 0 0 0 1, 5 0 7 , 3 0 5 1, 5 7 6 , 4 9 9 2 . 0 0 % 3 0 , 0 0 0 F H L M C N o t e 0 6 / 24 / 2 0 2 0 0 6 / 2 6 / 2 0 2 3 1 , 3 0 5 , 00 0 1 , 3 0 1 , 1 8 9 1, 3 0 6 , 1 7 2 0 . 3 5 % 4 , 5 6 8 F N M A N o t e 0 7 / 08 / 2 0 2 0 0 7 / 1 0 / 2 0 2 3 5 6 0 , 0 0 0 5 5 8 , 7 9 6 5 5 9 , 1 2 1 0 . 2 8 % 1 , 5 6 8 F N M A N o t e 0 8 / 12 / 2 0 2 0 0 7 / 1 0 / 2 0 2 3 9 0 0 , 0 0 0 9 0 0 , 0 5 4 9 0 0 , 5 7 8 0 . 2 8 % 2 , 5 2 0 F F C B N o t e 0 8 / 1 2 / 20 2 0 0 8 / 1 4 / 2 0 2 3 1 , 5 0 0 , 0 0 0 1, 4 9 6 , 8 8 0 1, 4 9 8 , 8 6 2 0 . 2 7 % 4 , 0 5 0 F H L M C N o t e 0 9 / 28 / 2 0 2 0 0 8 / 2 4 / 2 0 2 3 1 , 5 0 0 , 00 0 1 , 5 0 1 , 0 9 5 1, 5 0 1 , 0 1 7 0 . 2 2 % 3 , 3 0 0 F H L M C N o t e 09 / 0 4 / 2 0 2 0 0 9 / 0 8 / 2 0 2 3 8 9 0 , 0 0 0 8 8 9 , 7 0 6 8 9 0 , 3 7 2 0 . 2 6 % 2 , 3 1 4 F H L M C N o t e 09 / 1 0 / 2 0 2 0 0 9 / 0 8 / 2 0 2 3 6 0 0 , 0 0 0 5 9 9 , 7 2 4 6 0 0 , 1 7 3 0 . 2 6 % 1 , 5 6 0 F N M A N o t e 0 3 / 2 4 / 20 2 0 0 2 / 0 5 / 2 0 2 4 1 , 7 0 0 , 0 0 0 1, 8 0 8 , 0 5 2 1, 8 2 7 , 5 7 3 0 . 8 2 % 1 3 , 9 4 0 F H L B N o t e 0 3 / 0 3 / 20 2 0 0 3 / 0 8 / 2 0 2 4 1 , 5 0 0 , 0 0 0 1, 5 6 0 , 5 2 5 1, 5 8 2 , 8 0 8 0 . 8 5 % 1 2 , 7 5 0 Su b t o t a l 3 6 , 8 3 0 , 0 0 0 $ 3 7 , 00 1 , 4 0 0 $ 3 7 , 76 3 , 1 5 8 $ 1 . 3 8 % 5 0 9 , 7 3 9 $ Se p t e m b e r 3 0 , 2 0 2 0 Pa g e 4 To w n o f D a n v i l l e Tr e a s u r e r ' s R e p o r t o f I n v e s t m e n t s - D e t a i l To w n F u n d s Yield to A n n u a l De s c r i p t i o n P u r c h a s e D a t e M a t u r i t y D a t e P a r V a l u e C o s t M a r k e t V a l u e M aturity I n t e r e s t Se p t e m b e r 3 0 , 2 0 2 0 U. S . T r e a s u r y O b l i g a t i o n s U . S . T r e a s u r y N o te s 1 2 / 2 2 / 2 0 1 5 1 0 / 3 1 / 2 0 2 0 1, 3 0 0 , 0 0 0 1 , 30 1 , 1 2 2 1 ,3 0 1 , 7 4 7 1 . 7 3 % 2 2 , 4 9 0 U . S . T r e a s u r y N o te s 0 2 / 2 7 / 2 0 1 7 1 1 / 3 0 / 2 0 2 0 1, 2 0 0 , 0 0 0 1 , 19 8 , 4 5 7 1 ,2 0 2 , 9 7 8 1 . 6 6 % 1 9 , 9 2 0 U . S . T r e a s u r y N o te s 0 6 / 1 5 / 2 0 1 7 0 3 / 3 1 / 2 0 2 1 1, 5 0 0 , 0 0 0 1 , 47 8 , 5 0 1 1 ,5 0 8 , 6 1 3 1 . 6 4 % 2 4 , 6 0 0 U . S . T r e a s u r y N o te s 0 6 / 0 8 / 2 0 1 7 0 4 / 3 0 / 2 0 2 1 1, 5 0 0 , 0 0 0 1 , 48 4 , 5 3 6 1 ,5 1 1 , 0 7 5 1 . 6 5 % 2 4 , 7 5 0 U . S . T r e a s u r y N o te s 0 1 / 1 0 / 2 0 1 8 0 9 / 3 0 / 2 0 2 1 1, 2 5 0 , 0 0 0 1 , 20 2 , 3 9 3 1 ,2 6 2 , 2 0 8 2 . 2 0 % 2 7 , 5 0 0 U . S . T r e a s u r y N o te s 0 8 / 2 9 / 2 0 1 8 1 0 / 3 1 / 2 0 2 1 1, 5 0 0 , 0 0 0 1 , 46 5 , 7 8 1 1 ,5 3 0 , 1 1 7 2 . 7 6 % 4 1 , 4 0 0 U . S . T r e a s u r y N o te s 0 2 / 0 8 / 2 0 1 8 0 2 / 2 8 / 2 0 2 2 1, 3 0 0 , 0 0 0 1 , 26 9 , 2 2 7 1 ,3 3 2 , 0 4 2 2 . 4 9 % 3 2 , 3 7 0 U . S . T r e a s u r y N o te s 1 0 / 2 4 / 2 0 1 7 0 3 / 3 1 / 2 0 2 2 1, 2 5 0 , 0 0 0 1 , 24 4 , 5 8 0 1 ,2 8 2 , 6 6 6 1 . 9 8 % 2 4 , 7 5 0 U . S . T r e a s u r y N o t e s 1 0 / 04 / 2 0 1 8 0 8 / 3 1 / 2 0 2 2 9 0 0 , 0 0 0 8 6 2 , 4 8 8 9 2 9 , 9 88 3 . 0 1 % 2 7 , 0 9 0 U . S . T r e a s u r y N o t e s 0 4 / 29 / 2 0 1 9 1 1 / 3 0 / 2 0 2 2 9 5 0 , 0 0 0 9 4 0 , 7 6 0 9 8 8 , 3 34 2 . 2 8 % 2 1 , 6 6 0 U . S . T r e a s u r y N o te s 0 6 / 1 9 / 2 0 1 9 0 4 / 3 0 / 2 0 2 3 1, 5 0 0 , 0 0 0 1 , 48 6 , 5 8 2 1 ,5 5 7 , 3 0 5 1 . 8 7 % 2 8 , 0 5 0 U . S . T r e a s u r y N o te s 0 4 / 1 1 / 2 0 1 9 0 5 / 3 1 / 2 0 2 3 1, 5 0 0 , 0 0 0 1 , 46 0 , 1 5 6 1 ,5 5 9 , 1 8 0 2 . 3 0 % 3 4 , 5 0 0 U . S . T r e a s u r y N o te s 0 9 / 1 3 / 2 0 1 9 1 0 / 3 1 / 2 0 2 3 1, 5 0 0 , 0 0 0 1 , 49 0 , 9 1 8 1 ,5 6 7 , 7 9 3 1 . 7 8 % 2 6 , 7 0 0 Su b t o t a l 1 7 , 1 5 0 , 0 0 0 $ 1 6 , 88 5 , 5 0 1 $ 1 7 , 53 4 , 0 4 5 $ 2 . 0 7 % 3 5 5 , 7 8 0 $ Ca s h E q u i v a l e n t s W e l l s F a r g o T r s r y P l u s M M k t - r e s e r v e f u n d ( 2 0 0 1 C O P ) 4 6 1 , 9 91 46 1 , 9 9 1 4 6 1 , 9 9 1 0 . 0 1 % 4 6 W e l l s F a r g o T r s r y P l u s M M k t - r e s e r v e f u n d ( 2 0 0 5 C O P ) 3 4 7 , 5 02 34 7 , 5 0 2 3 4 7 , 5 0 2 0 . 0 1 % 3 5 B a n k o f N e w Y o r k 93 4 , 8 2 5 93 4 , 8 2 5 9 3 4 , 8 2 5 0 . 0 1 % 9 3 U S B a n k 92 5 , 9 1 9 92 5 , 9 1 9 9 2 5 , 9 1 9 0 . 0 0 % 1 5 L A I F 7, 5 5 6 , 2 0 8 7 , 55 6 , 2 0 8 7 , 5 5 6 , 2 0 8 0.69% 5 1 , 7 6 0 Su b t o t a l 1 0 , 2 2 6 , 4 4 5 $ 1 0 , 22 6 , 4 4 5 $ 1 0 , 22 6 , 4 4 5 $ 0 . 5 0 % 5 1 , 9 5 0 As s e t - B a c k e d S e c u r i t i e s H o n d a A u t o R e c e iv a b l e s T r u s t 2 0 1 8 - 2 A 3 0 5 / 2 2 / 2 0 1 8 0 5 / 1 8 / 2 0 2 2 15 0 , 7 9 3 15 0 , 7 8 9 15 2 , 5 1 3 3 . 0 3 % 4 , 5 6 9 H o n d a A u t o R e c e iv a b l e s O w n e r 2 0 1 8 - 3 A 3 0 8 / 2 1 / 2 0 1 8 0 8 / 2 2 / 2 0 2 2 37 8 , 8 7 4 37 8 , 8 2 2 38 3 , 8 4 6 2 . 9 8 % 1 1 , 2 9 0 H o n d a A u t o R e c e i v a b l e s O w n er T r u s t 2 0 1 9 - 3 A 3 0 8 / 2 0 / 2 0 1 9 0 8 / 1 5/ 2 0 2 3 5 3 5 , 0 0 0 53 4 , 9 9 6 54 5 , 1 9 0 1 . 7 9 % 9 , 5 7 7 J o h n D e e r e O w n e r T r u s t 20 1 9 - B A 3 0 7 / 1 6 / 2 0 1 9 1 2 / 1 5 / 2 0 2 3 2 7 5 , 0 0 0 27 4 , 9 4 2 28 1 , 5 1 6 2 . 2 3 % 6 , 1 3 3 Ni s s a n A u t o R e c e i v a b l e s O w n e r 2 0 1 9 - C A 3 1 0 / 1 6 / 2 0 1 9 0 7 / 1 5 / 2 0 2 4 5 7 0 , 00 0 56 9 , 9 7 0 58 4 , 0 7 7 1 . 9 4 % 1 1 , 0 5 8 J o h n D e e r e O w n e r T r u s t 20 2 0 - A A 3 0 3 / 0 4 / 2 0 2 0 0 8 / 1 5 / 2 0 2 4 3 7 0 , 0 0 0 36 9 , 9 7 7 37 4 , 8 5 2 1 . 1 1 % 4 , 1 0 7 Su b t o t a l 2 , 2 7 9 , 6 6 7 $ 2 , 27 9 , 4 9 6 $ 2 , 32 1 , 9 9 5 $ 2 . 0 5 % 4 6 , 7 3 3 $ Pa g e 5 To w n o f D a n v i l l e Tr e a s u r e r ' s R e p o r t o f I n v e s t m e n t s - D e t a i l To w n F u n d s Yield to A n n u a l De s c r i p t i o n P u r c h a s e D a t e M a t u r i t y D a t e P a r V a l u e C o s t M a r k e t V a l u e M aturity I n t e r e s t Se p t e m b e r 3 0 , 2 0 2 0 Su p r a n a t i o n a l I n t e r n a t i o na l F i n a n c e C o r p N o t e 0 1 / 2 6 / 2 0 1 8 0 1 / 2 5 / 2 0 2 1 1 , 0 0 0 , 0 00 99 7 , 0 4 7 1 , 00 6 , 3 8 6 2 . 3 5 % 2 3 , 5 0 0 I n t e r - A m e r i c a n D ev B a n k N o t e 0 9 / 1 3 / 2 0 1 8 0 4 / 1 4 / 2 0 2 2 1 , 1 0 0 , 0 0 0 1 , 05 4 , 2 1 8 1 , 12 5 , 5 3 1 2 . 9 9 % 3 2 , 8 9 0 Su b t o t a l 2 , 1 0 0 , 0 0 0 $ 2 , 05 1 , 2 6 5 $ 2 , 13 1 , 9 1 7 $ 2 . 6 8 % 5 6 , 3 9 0 $ US C o r p o r a t e P N C B a n k C a l l a b l e N o t e C o n t 0 4 / 0 3 / 2 0 1 8 0 4 / 2 9 / 2 0 2 1 9 1 0 , 0 0 0 88 7 , 2 5 7 91 8 , 3 9 9 3 . 0 1 % 2 7 , 3 9 1 B l a c k r o c k I n c N o t e 04 / 2 7 / 2 0 1 8 0 5 / 2 4 / 2 0 2 1 1 , 0 0 0 , 0 0 0 1 , 03 5 , 5 7 0 1 , 02 5 , 7 8 6 3 . 0 3 % 3 0 , 3 0 0 A p p l e I n c C a l l a b l e N o t e C o n t 1 1 / 2 1 / 2 0 1 7 0 8 / 0 4 / 2 0 2 1 7 5 0 , 0 0 0 72 9 , 4 5 0 75 7 , 2 0 8 2 . 3 3 % 1 7 , 4 7 5 B e r k s h i r e H a t h a w a y N o te 0 3 / 1 6 / 2 0 1 8 0 5 / 1 5 / 2 0 2 2 1 , 0 0 0 , 0 0 0 1 , 00 0 , 6 7 0 1 , 04 2 , 7 4 2 2 . 9 8 % 2 9 , 8 0 0 O r a c l e C o r p C a l l a b l e N o t e C o n t 1 0 / 0 9 / 2 0 1 9 0 5 / 1 5 / 2 0 2 2 1 , 0 0 0 , 0 0 0 1 , 01 6 , 2 0 0 1 , 03 1 , 3 2 4 1 . 8 6 % 1 8 , 6 0 0 P ac c a r F i n a n c i a l C o r p N o t e 0 9 / 2 3 / 2 0 1 9 0 9 / 2 6 / 2 0 2 2 5 0 0 , 0 0 0 49 9 , 3 9 0 51 5 , 3 1 6 2 . 0 4 % 1 0 , 2 0 0 C h e v r o n C o r p C a l l a b l e N o te C o n t 0 6 / 1 9 / 2 0 1 9 1 2 / 0 5 / 2 0 2 2 2 5 5 , 0 0 0 25 5 , 6 0 7 26 4 , 7 2 3 2 . 2 8 % 5 , 8 1 4 T o y o t a M o t o r C r e d i t C o r p N o t e 0 1 / 2 5 / 2 0 1 9 0 1 / 1 1 / 2 0 2 3 1 , 0 0 0 , 0 0 0 98 0 , 9 2 0 1 , 04 9 , 0 1 1 3 . 2 2 % 3 2 , 2 0 0 U S B a n k N A C a l l a b l e N o t e C o n t 0 4 / 2 9 / 2 0 1 9 0 1 / 2 3 / 2 0 2 3 7 5 0 , 0 0 0 75 2 , 1 9 0 79 1 , 0 0 9 2 . 7 7 % 2 0 , 7 7 5 B a n k o f N Y M e l l o n C o r p C a l l a bl e N o t e C o n t 0 7 / 2 5 / 2 0 1 9 0 1 / 2 9 / 2 02 3 7 5 0 , 0 0 0 76 4 , 6 2 5 79 0 , 0 2 8 2 . 3 7 % 1 7 , 7 7 5 A p p l e I n c N o t e 0 5 / 29 / 2 0 1 9 0 5 / 0 3 / 2 0 2 3 7 5 0 , 0 0 0 74 6 , 2 0 5 78 9 , 6 5 8 2 . 5 4 % 1 9 , 0 5 0 W a l - M a r t S t o r e s C al l a b l e N o t e C o n t 0 3 / 2 7 / 2 0 1 9 0 6 / 2 6 / 2 0 2 3 8 0 0 , 00 0 82 7 , 6 1 6 86 4 , 3 0 1 2 . 5 4 % 2 0 , 3 2 0 A m e r i c a n H o n d a F in a n c e N o t e 0 8 / 1 9 / 2 0 1 9 0 1 / 1 2 / 2 0 2 4 9 5 0 , 0 0 0 1 , 00 8 , 6 3 4 1 , 03 6 , 5 4 8 2 . 0 7 % 1 9 , 6 6 5 Su b t o t a l 1 0 , 4 1 5 , 0 0 0 $ 1 0 , 50 4 , 3 3 4 $ 1 0 , 87 6 , 0 5 1 $ 2 . 5 8 % 2 6 9 , 3 6 5 $ TO T A L 7 9 , 0 0 1 , 1 1 2 $ 7 8 , 94 8 , 4 4 1 $ 8 0 , 85 3 , 6 1 1 $ 1 . 6 3 % 1 , 2 8 9 , 9 5 7 $ So u r c e : C h a n d l e r A s s e t M a n a g e m e n t U S B a n k L o c a l A g e n c y I n v e s t m e n t F u n d ( L A I F ) Pa g e 6 To w n o f D a n v i l l e Tr e a s u r e r ' s R e p o r t o f I n v e s t m e n t s - D e t a i l Se p t e m b e r 3 0 , 2 0 2 0 Yield to A n n u a l De s c r i p t i o n P u r c h a s e D a t e M a t u r i t y D a t e P a r V a l u e C o s t M a r k e t V a l u e M aturity I n t e r e s t Ca s h E q u i v a l e n t s L A I F 1, 1 5 8 , 3 0 9 $ 1 , 1 5 8 , 3 0 9 $ 1 , 1 5 8 , 3 0 9 $ 0 . 6 9 % 7 , 9 3 4 TO T A L 1 , 1 5 8 , 3 0 9 $ 1 , 1 5 8 , 3 0 9 $ 1 , 1 5 8 , 3 0 9 $ 0 . 6 9 % $ 7 , 9 3 4 So u r c e : L o c a l A g e n c y I n v e s t m e n t F u n d ( L A I F ) Tr u s t F u n d Pa g e 7 To w n o f D a n v i l l e Tr e a s u r e r ' s R e p o r t o f I n v e s t m e n t s - D e t a i l Se p t e m b e r 3 0 , 2 0 2 0 Yield to A n n u a l De s c r i p t i o n P u r c h a s e D a t e M a t u r i t y D a t e P a r V a l u e C o s t M a r k e t V a l u e M aturity I n t e r e s t Ca s h E q u i v a l e n t s L A I F - r e d e m p t i o n f u n d 49 , 7 7 2 $ 4 9 , 7 7 2 $ 4 9 , 7 7 2 $ 0 . 6 9 % 3 4 1 W e l l s F a r g o T r s r y P l u s M M k t - r e s e r v e f u n d ( T R B s ) 3 7 4 , 9 5 6 $ 3 7 4 , 9 5 6 3 7 4 , 9 5 6 0 . 0 1 % 3 7 W e l l s F a r g o T r s r y P l u s M M k t - i n t e r e s t a c c t ( T R B s ) 1 $ 1 1 0 . 0 0 % 0 W e l l s F a r g o T r s r y P l u s M M k t - d e b t s e r v i c e a c c t ( T R B s ) 7 7 0 $ 7 7 0 7 7 0 0 . 0 1 % 0 Su b t o t a l 4 2 5 , 4 9 9 $ 4 2 5 , 4 9 9 $ 4 2 5 , 4 9 9 $ 0 . 0 9 % 3 7 9 $ TO T A L 4 2 5 , 4 9 9 $ 4 2 5 , 4 9 9 $ 4 2 5 , 4 9 9 $ 0 . 0 9 % 3 7 9 $ So u r c e : B N Y T r u s t C o m p a n y L o c a l A g e n c y I n v e s t m e n t F u n d ( L A I F ) Co m m u n i t y D e v e l o p m e n t A g e n c y / S u c c e s s o r A g e n c y Pa g e 8 To w n o f D a n v i l l e Tr e a s u r e r ' s R e p o r t o f I n v e s t m e n t s - D e t a i l Yield to A n n u a l De s c r i p t i o n P u r c h a s e D a t e M a t u r i t y D a t e P a r V a l u e C o s t M a r k e t V a l u e M aturity I n t e r e s t Fe d e r a l A g e n c y I s s u e s F F C B N o t e 4 / 8 / 2 0 2 0 1 2 / 2 1 / 2 0 2 0 1 0 0 , 0 0 0 $ 1 0 1 , 4 3 2 $ 1 0 0 , 5 7 7 $ 0 . 6 5 % 6 5 0 Su b t o t a l 1 0 0 , 0 0 0 $ 1 0 1 , 4 3 2 $ 1 0 0 , 5 7 7 $ 0 . 6 5 % 6 5 0 $ U. S . T r e a s u r y O b l i g a t i o n s U . S . T r e a s u r y N o t e 1 2 / 2 / 2 0 1 9 1 1 / 3 0 / 2 0 2 0 2 7 5 , 0 0 0 $ 2 7 4 , 8 0 7 $ 2 7 5 , 6 8 3 $ 1 . 7 0 % 4 , 6 7 5 U . S . T r e a s u r y N o t e 6 / 3 / 2 0 2 0 3 / 3 1 / 2 0 2 1 2 5 0 , 0 0 0 $ 2 5 2 , 1 7 8 $ 2 5 1 , 4 3 6 $ 0 . 1 9 % 4 7 5 U . S . T r e a s u r y N o t e 8 / 2 4 / 2 0 2 0 7 / 1 5 / 2 0 2 1 2 2 5 , 0 0 0 $ 2 2 4 , 7 5 4 $ 2 2 4 , 7 5 4 $ 0 . 1 2 % 2 7 0 Su b t o t a l 7 5 0 , 0 0 0 $ 7 5 1 , 7 3 8 $ 7 5 1 , 8 7 2 $ 0 . 7 2 % 5 , 4 2 0 $ Ca s h E q u i v a l e n t s L A I F - i m p r o v e m e n t f u n d 4 2 9 , 3 6 1 $ 4 2 9 , 3 6 1 $ 4 2 9 , 3 6 1 $ 0 . 6 9 % 2 , 9 4 1 B a n k o f N e w Y o r k - I m p r o v e m e n t f d 1 0 , 2 2 8 $ 1 0 , 2 2 8 1 0 , 2 2 8 0 . 0 1 % 1 Su b t o t a l 4 3 9 , 5 8 9 $ 4 3 9 , 5 8 9 $ 4 3 9 , 5 8 9 $ 0 . 6 7 % 2 , 9 4 2 $ To t a l 1 , 2 8 9 , 5 8 9 $ 1 , 2 9 2 , 7 5 9 $ 1 , 2 9 2 , 0 3 8 $ 0 . 7 0 % 9 , 0 1 2 $ So u r c e : C h a n d l e r A s s e t M a n a g e m e n t B N Y T r u s t C o m p a n y L o c a l A g e n c y I n v e s t m e n t F u n d ( L A I F ) No r t h e a s t R o a d w a y I m p r o v e m e n t A s s e s s m e n t D i s t r i c t ( N E R I A D ) Se p t e m b e r 3 0 , 2 0 2 0 Pa g e 9