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HomeMy WebLinkAbout021621-05.3ADMINISTRATIVE STAFF REPORT 5.3 TO: Mayor and Town Council February 16, 2021 SUBJECT: December 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 December 2020: November December November December 30, 2020 31, 2020 30, 2020 31, 2020 Town Funds $76,852,385 $81,730,493 $78,598,972 $83,463,161 Trust Funds 1,161,984 1,205,061 1,161,984 1,205,061 Assessment & SA 1,715,367 1,714,464 1,712,878 1,712,879 Total Cash & Investments $79,729,736 $84,650,018 $81,473,834 $86,381,101 Total Cash & Investments Year-to-Year Comparison 2019 $83,566,684 $77,305,870 $84,317,835 $78,077,354 Cost Basis Market Value Purchases for the month of December 2020 consisted of one Federal Home Loan Mortgage Corporation Note for $1,499,610 (maturity date December 4, 2023). Purchases for the NERIAD Fund for the month of December 2020 consisted of one U.S. Treasury Note for $127,075 (maturity date November 30, 2021). Maturities for the month included one Federal Home Loan Bank Note for $1,520,355. Sales before maturities for the month included one Honda Auto Receivables Trust 2018- 2 A3 (partial) for $15,253 and one Honda Auto Receivables Trust 2018-3 A3 (partial) for $31,403. December 2020 Treasurer’s Report 2 February 16, 2021 Maturities for the NERIAD Fund for the month of December 2020 included one Federal Farm Credit Bank Note for $101,432. The Town's net cash position changed from $7,776,136 to $12,721,640 during the month of December 2020. This consisted of operating revenues in excess of operating expenses of $4,820,377, net funds invested of $20,745, premium/discount recognition of -$21,782 and interest received of $126,164. 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 December 2020 Month End Treasurer’s Report. Prepared by: Lani Ha Finance Manager/Treasurer Reviewed by: Joseph A. Calabrigo Town Manager Attachment: December 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 De c e m b e r 3 1 , 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 7 4 , 4 8 0 $ 1 8 % 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 , 5 8 4 , 2 2 6 4 0 , 2 9 0 , 6 6 0 4 8 % 1 . 2 4 % Ca s h E q u i v a l e n t s 1 2 , 7 2 1 , 6 4 0 1 2 , 7 2 1 , 6 4 0 1 2 , 7 2 1 , 6 4 0 1 5 % 0 . 4 8 % As s e t - B a c k e d S e c u r i t i e s 2 , 1 2 9 , 0 2 5 2 , 1 2 8 , 8 6 9 2 , 1 6 3 , 4 6 6 3 % 1 . 9 8 % 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 7 8 , 5 8 0 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 3 4 , 3 3 5 1 3 % 2 . 5 8 % To t a l / W e i g h t e d A v e r a g e 8 1 , 8 0 5 , 6 6 5 $ 8 1 , 7 3 0 , 4 9 3 $ 8 3 , 4 6 3 , 1 6 1 $ 1 0 0 % 1 . 5 1 % Ma t u r i t i e s 0 - 3 0 D a y s 13 , 7 2 2 , 9 0 6 $ 1 6 % 31 - 6 0 00% 61 - 9 0 2, 6 9 9 , 0 7 1 3 % 91 - 1 2 0 1, 5 0 6 , 0 9 3 2 % 12 1 - 1 8 0 1, 0 1 5 , 4 3 1 1 % 18 1 - 2 7 0 85 7 , 6 7 5 1 % 27 1 - 3 6 5 5, 9 8 3 , 8 3 0 7 % 1 - 2 Y e a r s 25 , 4 4 2 , 4 9 3 3 0 % 2 - 3 27 , 8 0 1 , 8 2 0 3 3 % 3 - 5 4, 4 3 3 , 8 4 2 5 % Ov e r 5 Y e a r s 00% 83 , 4 6 3 , 1 6 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 De c e m b e r 3 1 , 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 , 2 0 5 , 0 6 1 $ 1 , 2 0 5 , 0 6 1 $ 1 , 2 0 5 , 0 6 1 $ 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 1 9 , 6 0 6 $ 4 1 9 , 6 0 6 $ 4 1 9 , 6 0 6 $ 1 0 0 % To t a l 4 1 9 , 6 0 6 $ 4 1 9 , 6 0 6 $ 4 1 9 , 6 0 6 $ 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 - $ - $ - $ 0 % U . S . T r e a s u r y O b l i g a t i o n s 8 5 0 , 0 0 0 8 5 3 , 7 6 6 8 5 2 , 1 8 1 6 6 % C a s h E q u i v a l e n t s 4 4 1 , 0 9 2 4 4 1 , 0 9 2 4 4 1 , 0 9 2 3 4 % Su b t o t a l 1 , 2 9 1 , 0 9 2 $ 1 , 2 9 4 , 8 5 8 $ 1 , 2 9 3 , 2 7 3 $ 1 0 0 % To t a l 1 , 2 9 1 , 0 9 2 $ 1 , 2 9 4 , 8 5 8 $ 1 , 2 9 3 , 2 7 3 $ 1 0 0 % SU M M A R Y T O T A L T o w n F u n d s 8 1 , 8 0 5 , 6 6 5 $ 8 1 , 7 3 0 , 4 9 3 $ 8 3 , 4 6 3 , 1 6 1 $ T r u s t F u n d 1 , 2 0 5 , 0 6 1 1 , 2 0 5 , 0 6 1 1 , 2 0 5 , 0 6 1 C D A / S u c c e s s o r A g e n c y 4 1 9 , 6 0 6 4 1 9 , 6 0 6 4 1 9 , 6 0 6 N E R I A D 1 , 2 9 1 , 0 9 2 1 , 2 9 4 , 8 5 8 1 , 2 9 3 , 2 7 3 Su m m a r y T o t a l 8 4 , 7 2 1 , 4 2 4 $ 8 4 , 6 5 0 , 0 1 8 $ 8 6 , 3 8 1 , 1 0 1 $ 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 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 $ Pu r c h a s e s , a t c o s t FH L M C N o t e 1 , 4 9 9 , 6 1 0 $ 1 , 4 9 9 , 6 1 0 - - US T r e a s u r y N o t e 12 7 , 0 7 5 1 2 7 , 0 7 5 - - - - Sa l e s / M a t u r a t i o n s / C a l l - FH L B N o t e ( 1 , 5 2 0 , 3 5 5 ) - ( 1 , 5 2 0 , 3 5 5 ) FF C B N o t e (1 0 1 , 4 3 2 ) ( 1 0 1 , 4 3 2 ) - Re d e m p t i o n ( 4 6 , 6 5 6 ) $ (46,656) Pr e m i u m / D i s c o u n t ( 2 1 , 7 8 2 ) $ - - ( 2 1 , 7 8 2 ) In t e r e s t R e c e i v e d 1 2 6 , 1 6 4 $ - 3 5 4 8 1 2 6 , 7 1 5 Ne t c h a n g e i n C a s h 4 , 8 4 1 , 1 2 7 $ 4 3 , 0 7 7 ( 7 8 4 ) ( 2 6 , 3 1 3 ) 4 , 8 5 7 , 1 0 7 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 8 1 , 7 3 0 , 4 9 3 $ 1 , 2 0 5 , 0 6 1 $ 4 1 9 , 6 0 6 $ 1 , 2 9 4 , 8 5 8 $ 8 4 , 6 5 0 , 0 1 8 De c e m b e r 3 1 , 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 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 0 , 9 1 8 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 6 , 4 9 3 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 6 , 6 4 2 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 5 , 6 2 3 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 , 6 9 7 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 2 , 9 0 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 7 , 8 8 1 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, 5 0 0 , 4 0 7 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 3 , 8 9 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 3 , 5 5 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 0 , 2 9 7 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 2 , 5 5 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 0 6 , 7 7 4 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 5 , 1 2 9 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 8 , 7 0 2 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 1 , 2 5 5 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 , 8 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 8 , 3 6 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 4 , 3 9 1 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 0 , 9 7 7 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 7 , 8 3 7 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 6 0 , 5 7 2 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 2 , 9 1 5 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 , 9 2 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 2 , 9 5 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 1 , 7 7 6 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 1 , 1 1 9 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 6 , 2 3 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, 5 0 1 , 3 5 3 0 . 2 7 % 4 , 0 5 0 F H L M C N o t e 1 2 / 09 / 2 0 2 0 1 2 / 0 4 / 2 0 2 3 1 , 5 0 0 , 00 0 1 , 4 9 9 , 6 1 0 1, 5 0 1 , 5 9 9 0 . 2 6 % 3 , 9 0 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 0 , 8 0 9 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 8 , 2 8 1 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 , 58 4 , 2 2 6 $ 4 0 , 29 0 , 6 6 0 $ 1 . 2 4 % 4 9 1 , 1 6 8 $ De c e m b e r 3 1 , 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 De c e m b e r 3 1 , 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 3 , 9 6 6 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 6 , 0 9 3 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 5 9 , 4 2 4 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 3 , 2 6 2 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 6 , 4 0 6 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 7 , 3 4 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 6 , 0 86 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 , 0 29 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 1 , 7 3 8 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 3 , 4 9 6 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 2 , 6 3 7 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 , 97 4 , 4 8 0 $ 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 2 , 0 03 46 2 , 0 0 3 4 6 2 , 0 0 3 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 11 34 7 , 5 1 1 3 4 7 , 5 1 1 0 . 0 1 % 3 5 B a n k o f N e w Y o r k 1, 2 2 4 , 6 2 3 1 , 22 4 , 6 2 3 1 , 2 2 4 , 6 2 3 0.01% 1 2 2 U S B a n k (7 5 4 , 4 5 4 ) (7 5 4 , 4 5 4 ) ( 7 5 4 , 4 5 4 ) 0.00% ( 1 3 ) L A I F 11 , 4 4 1 , 9 5 8 1 1 , 44 1 , 9 5 8 1 1 , 4 4 1 , 9 5 8 0.54% 6 1 , 7 8 7 Su b t o t a l 1 2 , 7 2 1 , 6 4 0 $ 1 2 , 72 1 , 6 4 0 $ 1 2 , 72 1 , 6 4 0 $ 0 . 4 8 % 6 1 , 9 7 7 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 10 1 , 4 7 7 10 1 , 4 7 5 10 2 , 3 2 3 3 . 0 3 % 3 , 0 7 5 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 27 7 , 5 4 8 27 7 , 5 1 0 28 0 , 8 3 6 2 . 9 8 % 8 , 2 7 1 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 3 , 7 3 3 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 , 3 0 8 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 1 , 6 2 5 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 4 2 1 . 1 1 % 4 , 1 0 7 Su b t o t a l 2 , 1 2 9 , 0 2 5 $ 2 , 12 8 , 8 6 9 $ 2 , 16 3 , 4 6 6 $ 1 . 9 8 % 4 2 , 2 2 0 $ 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 De c e m b e r 3 1 , 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 1 , 2 6 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 2 , 1 6 2 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 5 , 1 5 3 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 , 47 8 , 5 8 0 $ 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 4 , 2 7 0 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 5 , 4 3 1 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 , 3 5 2 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 , 03 8 , 1 3 6 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 6 , 7 3 6 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 4 , 7 9 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 , 0 6 7 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 7 , 1 2 2 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 9 3 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 78 8 , 9 0 0 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 6 , 7 2 3 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 85 9 , 1 5 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 4 , 7 5 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 , 83 4 , 3 3 5 $ 2 . 5 8 % 2 6 9 , 3 6 5 $ TO T A L 8 1 , 8 0 5 , 6 6 5 $ 8 1 , 73 0 , 4 9 3 $ 8 3 , 46 3 , 1 6 1 $ 1 . 5 1 % 1 , 2 3 5 , 6 2 6 $ 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 De c e m b e r 3 1 , 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, 2 0 5 , 0 6 1 $ 1 , 2 0 5 , 0 6 1 $ 1 , 2 0 5 , 0 6 1 $ 0 . 5 4 % 6 , 5 0 7 TO T A L 1 , 2 0 5 , 0 6 1 $ 1 , 2 0 5 , 0 6 1 $ 1 , 2 0 5 , 0 6 1 $ 0 . 5 4 % $ 6 , 5 0 7 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 De c e m b e r 3 1 , 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 43 , 8 7 0 $ 4 3 , 8 7 0 $ 4 3 , 8 7 0 $ 0 . 5 4 % 2 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 - r e s e r v e f u n d ( T R B s ) 3 7 4 , 9 6 5 $ 3 7 4 , 9 6 5 3 7 4 , 9 6 5 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 1 9 , 6 0 6 $ 4 1 9 , 6 0 6 $ 4 1 9 , 6 0 6 $ 0 . 0 7 % 2 7 4 $ TO T A L 4 1 9 , 6 0 6 $ 4 1 9 , 6 0 6 $ 4 1 9 , 6 0 6 $ 0 . 0 7 % 2 7 4 $ 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 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 , 6 6 1 $ 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 U . S . T r e a s u r y N o t e 1 2 / 1 8 / 2 0 2 0 1 1 / 3 0 / 2 0 2 1 1 2 5 , 0 0 0 $ 1 2 7 , 0 7 5 $ 1 2 7 , 0 0 7 $ 0 . 1 1 % 1 3 8 Su b t o t a l 8 5 0 , 0 0 0 $ 8 5 3 , 7 6 6 $ 8 5 2 , 1 8 1 $ 0 . 1 3 % 1 , 1 3 3 $ 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 , 2 4 9 $ 4 2 9 , 2 4 9 $ 4 2 9 , 2 4 9 $ 0 . 5 4 % 2 , 3 1 8 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 1 , 8 4 3 $ 1 1 , 8 4 3 1 1 , 8 4 3 0 . 0 1 % 1 Su b t o t a l 4 4 1 , 0 9 2 $ 4 4 1 , 0 9 2 $ 4 4 1 , 0 9 2 $ 0 . 5 3 % 2 , 3 1 9 $ To t a l 1 , 2 9 1 , 0 9 2 $ 1 , 2 9 4 , 8 5 8 $ 1 , 2 9 3 , 2 7 3 $ 0 . 2 7 % 3 , 4 5 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 ) De c e m b e r 3 1 , 2 0 2 0 Pa g e 9