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HomeMy WebLinkAbout011221-05.4 ADMINISTRATIVE STAFF REPORT 5.4 TO: Mayor and Town Council January 12, 2021 SUBJECT: November 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 November 2020: October November October November 31, 2020 30, 2020 31, 2020 30, 2020 Town Funds $76,889,558 $76,852,385 $78,694,833 $78,598,972 Trust Funds 1,162,671 1,161,984 1,162,671 1,161,984 Assessment & SA 1,713,040 1,715,367 1,711,392 1,712,878 Total Cash & Investments $79,765,269 $79,729,736 $81,568,896 $81,473,834 Total Cash & Investments Year-to-Year Comparison 2019 $86,750,474 $83,566,684 $87,644,233 $84,317,835 Cost Basis Market Value Purchases for the month of November 2020 consisted of one Federal Home Loan Mortgage Corporation Note for $1,453,691 (maturity date November 6, 2023), of one International Bank Recon & Development Note for $354,237 (maturity date November 24, 2023) and of one Federal National Mortgage Association Note for $1,499,160 (maturity date November 27, 2023). Purchases for the NERIAD Fund for the month of November 2020 consisted of one U.S. Treasury Note for $249,759 (maturity date November 4, 2021). Maturities for the month included one Federal Farm Credit Bank Note for $349,279 and one U.S. Treasury Note for $1,198,457. November 2020 Treasurer’s Report 2 January 12, 2021 Sales before maturities for the month included one Honda Auto Receivables Trust 2018- 2 A3 (partial) for $16,602 and one Honda Auto Receivables Trust 2018-3 A3 (partial) for $34,874. Maturities for the NERIAD Fund for the month of November 2020 included one U.S. Treasury Note for $274,807. The Town's net cash position changed from $9,521,189 to $7,776,136 during the month of November 2020. This consisted of operating expenses in excess of operating revenues of -$174,544, net funds invested of -$1,759,351, premium/discount recognition of -$1,341 and interest received of $190,183. 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 November 2020 Month End Treasurer’s Report. Prepared by: Lani Ha Finance Manager/Treasurer Reviewed by: Joseph A. Calabrigo Town Manager Attachment: November 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 No v 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 4 , 6 5 0 , 0 0 0 $ 1 4 , 3 8 5 , 9 2 2 $ 1 4 , 9 9 0 , 1 9 4 $ 1 9 % 2 . 1 3 % Fe d e r a l A g e n c y I s s u e s 3 9 , 4 3 5 , 0 0 0 3 9 , 6 0 4 , 9 7 1 4 0 , 2 9 0 , 2 7 4 5 1 % 1 . 2 9 % Ca s h E q u i v a l e n t s 7 , 7 7 6 , 1 3 6 7 , 7 7 6 , 1 3 6 7 , 7 7 6 , 1 3 6 1 0 % 0 . 3 7 % As s e t - B a c k e d S e c u r i t i e s 2 , 1 7 5 , 6 8 1 2 , 1 7 5 , 5 2 0 2 , 2 1 1 , 9 1 6 3 % 2 . 0 0 % 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 , 4 5 5 , 0 0 0 2 , 4 0 5 , 5 0 2 2 , 4 8 1 , 1 6 6 3 % 2 . 3 4 % 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 4 9 , 2 8 6 1 4 % 2 . 5 8 % To t a l / W e i g h t e d A v e r a g e 7 6 , 9 0 6 , 8 1 7 $ 7 6 , 8 5 2 , 3 8 5 $ 7 8 , 5 9 8 , 9 7 2 $ 1 0 0 % 1 . 5 9 % Ma t u r i t i e s 0 - 3 0 D a y s 8, 2 9 1 , 9 1 3 $ 1 1 % 31 - 6 0 1, 0 0 3 , 0 9 0 1 % 61 - 9 0 00% 91 - 1 2 0 1, 2 2 8 , 1 8 2 2 % 12 1 - 1 8 0 4, 0 3 3 , 1 1 3 5 % 18 1 - 2 7 0 75 5 , 6 7 3 1 % 27 1 - 3 6 5 5, 0 9 3 , 9 1 1 6 % 1 - 2 Y e a r s 21 , 8 0 0 , 9 2 1 2 8 % 2 - 3 31 , 9 6 0 , 0 1 8 4 1 % 3 - 5 4, 4 3 2 , 1 5 2 6 % Ov e r 5 Y e a r s 00% 78 , 5 9 8 , 9 7 2 $ 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 No v 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 6 1 , 9 8 4 $ 1 , 1 6 1 , 9 8 4 $ 1 , 1 6 1 , 9 8 4 $ 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 0 , 3 8 7 $ 4 2 0 , 3 8 7 $ 4 2 0 , 3 8 7 $ 1 0 0 % To t a l 4 2 0 , 3 8 7 $ 4 2 0 , 3 8 7 $ 4 2 0 , 3 8 7 $ 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 , 1 4 4 $ 8 % U . S . T r e a s u r y O b l i g a t i o n s 7 2 5 , 0 0 0 7 2 6 , 6 9 0 7 2 5 , 4 8 9 5 6 % C a s h E q u i v a l e n t s 4 6 6 , 8 5 8 4 6 6 , 8 5 8 4 6 6 , 8 5 8 3 6 % Su b t o t a l 1 , 2 9 1 , 8 5 8 $ 1 , 2 9 4 , 9 8 0 $ 1 , 2 9 2 , 4 9 1 $ 1 0 0 % To t a l 1 , 2 9 1 , 8 5 8 $ 1 , 2 9 4 , 9 8 0 $ 1 , 2 9 2 , 4 9 1 $ 1 0 0 % SU M M A R Y T O T A L T o w n F u n d s 7 6 , 9 0 6 , 8 1 7 $ 7 6 , 8 5 2 , 3 8 5 $ 7 8 , 5 9 8 , 9 7 2 $ T r u s t F u n d 1 , 1 6 1 , 9 8 4 1 , 1 6 1 , 9 8 4 1 , 1 6 1 , 9 8 4 C D A / S u c c e s s o r A g e n c y 4 2 0 , 3 8 7 4 2 0 , 3 8 7 4 2 0 , 3 8 7 N E R I A D 1 , 2 9 1 , 8 5 8 1 , 2 9 4 , 9 8 0 1 , 2 9 2 , 4 9 1 Su m m a r y T o t a l 7 9 , 7 8 1 , 0 4 6 $ 7 9 , 7 2 9 , 7 3 6 $ 8 1 , 4 7 3 , 8 3 4 $ 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 7 6 , 8 8 9 , 5 5 8 $ 1 , 1 6 2 , 6 7 1 $ 4 2 0 , 3 8 4 $ 1 , 2 9 2 , 6 5 6 $ 7 9 , 7 6 5 , 2 6 9 $ Pu r c h a s e s , a t c o s t FH L M C N o t e 1 , 4 5 3 , 6 9 1 $ 1 , 4 5 3 , 6 9 1 In t e r n a t i o n a 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 3 5 4 , 2 3 7 $ 354,237 FN M A N o t e 1 , 4 9 9 , 1 6 0 $ 1,499,160 US T r e a s u r y N o t e 24 9 , 7 5 9 2 4 9 , 7 5 9 - - - - Sa l e s / M a t u r a t i o n s / C a l l - FF C B N o t e ( 3 4 9 , 2 7 9 ) - ( 3 4 9 , 2 7 9 ) US T r e a s u r y N o t e ( 1 , 1 9 8 , 4 5 7 ) ( 2 7 4 , 8 0 7 ) ( 1 , 4 7 3 , 2 6 4 ) - Re d e m p t i o n ( 5 1 , 4 7 6 ) $ (51,476) Pr e m i u m / D i s c o u n t ( 1 , 3 4 1 ) $ - - ( 1 , 3 4 1 ) In t e r e s t R e c e i v e d 1 9 0 , 1 8 3 $ - 3 1 0 5 5 1 9 1 , 2 4 1 Ne t c h a n g e i n C a s h ( 1 , 9 3 3 , 8 9 1 ) $ ( 6 8 6 ) - 2 6 , 3 1 7 ( 1 ,908,260) 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 6 , 8 5 2 , 3 8 5 $ 1 , 1 6 1 , 9 8 4 $ 4 2 0 , 3 8 7 $ 1 , 2 9 4 , 9 8 0 $ 7 9 , 7 2 9 , 7 3 6 No v 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 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 0 , 6 9 6 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 4 5 , 3 2 3 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 1 7 , 7 2 4 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 2 8 , 7 9 9 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 2 7 , 6 6 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 1 , 8 6 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 3 , 8 2 5 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 3 9 , 8 1 9 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 9 , 0 3 4 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 4 , 0 4 2 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 3 , 6 7 8 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 2 , 2 4 0 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 3 , 3 4 4 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 0 8 , 2 3 9 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, 7 9 6 , 0 2 6 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 6 9 , 3 7 7 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 2 , 1 1 7 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 6 , 4 2 8 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 , 1 8 4 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 1 , 6 4 4 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 1 , 6 3 6 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 , 3 0 6 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 , 3 9 8 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 1 , 0 2 4 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 9 , 2 8 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 0 , 4 5 9 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 , 6 2 8 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 , 3 4 5 0 . 2 6 % 1 , 5 6 0 F H L M C N o t e 1 1 / 03 / 2 0 2 0 1 1 / 0 6 / 2 0 2 3 1 , 4 5 5 , 00 0 1 , 4 5 3 , 6 9 1 1, 4 5 4 , 9 5 1 0 . 2 8 % 4 , 0 7 4 F N M A N o t e 1 1 / 2 4 / 20 2 0 1 1 / 2 7 / 2 0 2 3 1 , 5 0 0 , 0 0 0 1, 4 9 9 , 1 6 0 1, 4 9 9 , 7 1 7 0 . 2 7 % 4 , 0 5 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 1 , 4 2 4 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 7 7 , 0 4 6 0 . 8 5 % 1 2 , 7 5 0 Su b t o t a l 3 9 , 4 3 5 , 0 0 0 $ 3 9 , 60 4 , 9 7 1 $ 4 0 , 29 0 , 2 7 4 $ 1 . 2 9 % 5 1 0 , 9 6 8 $ No v 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 No v 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 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 5 , 8 5 9 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 0 8 , 0 8 7 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 0 , 6 4 5 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 2 5 , 8 9 9 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 2 8 , 2 8 5 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 7 9 , 0 0 4 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 7 , 1 05 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 4 , 9 20 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 2 , 8 5 1 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 4 , 4 3 4 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 3 , 1 0 5 1 . 7 8 % 2 6 , 7 0 0 Su b t o t a l 1 4 , 6 5 0 , 0 0 0 $ 1 4 , 38 5 , 9 2 2 $ 1 4 , 99 0 , 1 9 4 $ 2 . 1 3 % 3 1 3 , 3 7 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 99 46 1 , 9 9 9 4 6 1 , 9 9 9 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 08 34 7 , 5 0 8 3 4 7 , 5 0 8 0 . 0 1 % 3 5 B a n k o f N e w Y o r k 1, 0 5 2 , 7 6 9 1 , 05 2 , 7 6 9 1 , 0 5 2 , 7 6 9 0.01% 1 0 5 U S B a n k 92 9 , 5 1 5 92 9 , 5 1 5 9 2 9 , 5 1 5 0 . 0 0 % 1 5 L A I F 4, 9 8 4 , 3 4 5 4 , 98 4 , 3 4 5 4 , 9 8 4 , 3 4 5 0.58% 2 8 , 7 1 0 Su b t o t a l 7 , 7 7 6 , 1 3 6 $ 7 , 77 6 , 1 3 6 $ 7 , 77 6 , 1 3 6 $ 0 . 3 7 % 2 8 , 9 1 2 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 11 6 , 7 3 0 11 6 , 7 2 7 11 7 , 8 2 9 3 . 0 3 % 3 , 5 3 7 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 30 8 , 9 5 1 30 8 , 9 0 9 31 2 , 6 4 0 2 . 9 8 % 9 , 2 0 7 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 4 , 2 1 5 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 0 , 5 4 1 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 2 , 0 0 4 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 , 6 8 7 1 . 1 1 % 4 , 1 0 7 Su b t o t a l 2 , 1 7 5 , 6 8 1 $ 2 , 17 5 , 5 2 0 $ 2 , 21 1 , 9 1 6 $ 2 . 0 0 % 4 3 , 6 1 8 $ 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 No v 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 3 , 0 9 0 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 3 , 2 4 6 2 . 9 9 % 3 2 , 8 9 0 I n t l . B a n k R e c o n & D e v e l o pm e n t N o t e 1 1 / 1 7 / 2 0 2 0 1 1 / 2 4 / 2 0 2 3 3 5 5 ,0 0 0 35 4 , 2 3 7 35 4 , 8 3 0 0 . 3 2 % 1 , 1 3 6 Su b t o t a l 2 , 4 5 5 , 0 0 0 $ 2 , 40 5 , 5 0 2 $ 2 , 48 1 , 1 6 6 $ 2 . 3 4 % 5 7 , 5 2 6 $ 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 5 , 5 4 2 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 , 01 9 , 1 6 7 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 5 , 6 7 3 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 0 , 7 5 9 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 , 02 8 , 0 3 1 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 , 8 5 9 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 , 4 5 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 8 , 8 1 8 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 78 8 , 8 5 8 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 , 4 1 2 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 7 , 3 4 6 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 0 , 6 8 5 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 3 , 6 8 2 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 , 84 9 , 2 8 6 $ 2 . 5 8 % 2 6 9 , 3 6 5 $ TO T A L 7 6 , 9 0 6 , 8 1 7 $ 7 6 , 85 2 , 3 8 5 $ 7 8 , 59 8 , 9 7 2 $ 1 . 5 9 % 1 , 2 2 3 , 7 5 8 $ 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 No v 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 6 1 , 9 8 4 $ 1 , 1 6 1 , 9 8 4 $ 1 , 1 6 1 , 9 8 4 $ 0 . 5 8 % 6 , 6 9 3 TO T A L 1 , 1 6 1 , 9 8 4 $ 1 , 1 6 1 , 9 8 4 $ 1 , 1 6 1 , 9 8 4 $ 0 . 5 8 % $ 6 , 6 9 3 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 No v 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 44 , 6 5 4 $ 4 4 , 6 5 4 $ 4 4 , 6 5 4 $ 0 . 5 8 % 2 5 7 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 6 2 $ 3 7 4 , 9 6 2 3 7 4 , 9 6 2 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 0 % 0 Su b t o t a l 4 2 0 , 3 8 7 $ 4 2 0 , 3 8 7 $ 4 2 0 , 3 8 7 $ 0 . 0 7 % 2 9 5 $ TO T A L 4 2 0 , 3 8 7 $ 4 2 0 , 3 8 7 $ 4 2 0 , 3 8 7 $ 0 . 0 7 % 2 9 5 $ 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 , 1 4 4 $ 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 , 1 4 4 $ 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 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 0 , 9 7 7 $ 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 U . S . T r e a s u r y N o t e 1 1 / 3 0 / 2 0 2 0 1 1 / 4 / 2 0 2 1 2 5 0 , 0 0 0 $ 2 4 9 , 7 5 9 $ 2 4 9 , 7 5 9 $ 0 . 1 0 % 2 5 0 Su b t o t a l 7 2 5 , 0 0 0 $ 7 2 6 , 6 9 0 $ 7 2 5 , 4 8 9 $ 0 . 1 4 % 9 9 5 $ 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 , 1 5 4 $ 4 2 9 , 1 5 4 $ 4 2 9 , 1 5 4 $ 0 . 5 8 % 2 , 4 7 2 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 3 7 , 7 0 4 $ 3 7 , 7 0 4 3 7 , 7 0 4 0 . 0 1 % 4 Su b t o t a l 4 6 6 , 8 5 8 $ 4 6 6 , 8 5 8 $ 4 6 6 , 8 5 8 $ 0 . 5 3 % 2 , 4 7 6 $ To t a l 1 , 2 9 1 , 8 5 8 $ 1 , 2 9 4 , 9 8 0 $ 1 , 2 9 2 , 4 9 1 $ 0 . 3 2 % 4 , 1 2 1 $ 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 ) No v e m b e r 3 0 , 2 0 2 0 Pa g e 9