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HomeMy WebLinkAbout111825-05.3 1 ADMINISTRATIVE STAFF REPORT 5.3 TO: Mayor and Town Council November 18, 2025 SUBJECT: September 2025 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 2025: Aug Sep Aug Sep 2025 2025 2025 2025 Town Funds $111,151,376 $108,137,886 $112,827,734 $109,814,610 Trust Funds 1,897,566 1,889,618 1,897,566 1,889,618 Assessment & SA 2,075,800 1,513,544 2,090,084 1,518,779 Total Cash & Investments $115,124,741 $111,541,047 $116,815,384 $113,223,006 Total Cash & Investments Year-to-Year Comparison 2024 $118,420,620 $114,486,860 $119,110,960 $115,669,376 Cost Basis Market Value Purchases for the month of September 2025 consisted of one U.S. Treasury for $1,875,547 (maturity date October 31, 2028), and one U.S. Treasury for $1,985,469 (maturity date September 15th, 2028). Purchases for the NERIAD Fund for the month of September 2025 consisted of one US Treasury for $249,473 (maturity date September 30th, 2026). Maturities for the month of September 2025 included one Walmart, Inc. for $685,776, and one U.S. Treasury for $1,502,109. Partial maturities (principal paid down) for the month of September 2025 included one Federal Home Loan Mortgage Corporation K-069 A2 for $1,879, one Toyota Auto September 2025 Treasurer’s Report 2 November 18, 2025 Receivables Trust 2023-D A3 for $1,592, one John Deere Owner Trust 2022 A3 for $8,094, one GM Financial Auto Receivables 2022-2 A3 for $9,525, one GM Financial Auto Leasing 2023-3 A3 for $25,017, one BMW Vehicle Owner Trust 2023-A A3 for $9,819, and one BMW Vehicle Owner Trust 2022-A A3 for $6,443. Maturities for the NERIAD Fund for the month of September 2025 included one U.S. Treasury for $239,875. The Town’s net cash position changed from $16,548,385 to $11,924,054 during the month of September 2025. This consisted of operating expenses in excess of operating revenues of -$3,289,370, net funds invested of $1,735,500, premium/discount recognition of $22,318 and interest received of $378,221. 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 2025 Month End Treasurer’s Report. Prepared by: Lani Ha Finance Director/Treasurer Reviewed by: Tai Williams Town Manager Attachment: September 2025 Month End Treasurer’s Report y To w n o f D a n v i l l e T r 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 5 Yi e l d t o 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 4 6 , 1 5 0 , 0 0 0 $ 4 5 , 0 0 1 , 3 5 6 $ 4 5 , 7 9 3 , 6 7 7 $ 4 2 % 3 . 9 0 % Fe d e r a l A g e n c y I s s u e s 1 8 , 2 5 0 , 0 0 0 1 8 , 2 0 1 , 8 1 8 1 8 , 3 8 0 , 7 3 4 1 7 % 4 . 2 4 % Ca s h E q u i v a l e n t s 1 1 , 9 2 4 , 0 5 4 1 1 , 9 2 4 , 0 5 4 1 1 , 9 2 4 , 0 5 4 1 1 % 3 . 7 9 % Co l l a t e r a l i z e d M o r t g a g e O b l i g a t i o n 8 , 8 3 3 , 0 1 7 8 , 4 9 8 , 6 4 9 8 , 7 5 2 , 5 0 2 8 % 4 . 4 8 % A s s e t - B a c k e d S e c u r i t i e s 4 , 9 4 7 , 7 8 5 4 , 9 4 7 , 0 6 3 4 , 9 9 8 , 9 6 8 5 % 4 . 9 2 % Co m m e r c i a l P a p e r 0 0 0 0 % 0 . 0 0 % N e 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 3 , 4 2 5 , 0 0 0 3 , 3 8 2 , 9 7 0 3 , 4 3 1 , 8 8 1 3 % 4 . 3 0 % U S C o r p o r a t e 1 6 , 5 1 5 , 0 0 0 1 6 , 1 8 1 , 9 7 6 1 6 , 5 3 2 , 7 9 4 1 5 % 4 . 6 7 % To t a l / W e i g h t e d A v e r a g e 1 1 0 , 0 4 4 , 8 5 6 $ 1 0 8 , 1 3 7 , 8 8 6 $ 1 0 9 , 8 1 4 , 6 1 0 $ 1 0 0 % 4 . 1 7 % Ma t u r i t i e s 0 - 3 0 D a y s 11 , 9 2 4 , 0 5 3 $ 1 1 % 31 - 6 0 4, 2 9 3 , 8 2 4 4 % 61 - 9 0 00 % 91 - 1 2 0 1, 0 9 6 , 2 6 2 1 % 12 1 - 1 8 0 74 7 , 6 4 6 1 % 18 1 - 2 7 0 6, 3 6 0 , 6 2 2 6 % 27 1 - 3 6 5 6, 7 6 8 , 2 7 7 6 % 1 - 2 Y e a r s 30 , 5 7 2 , 0 7 6 2 8 % 2 - 3 26 , 1 0 1 , 4 5 6 2 4 % 3 - 5 21 , 9 5 0 , 3 9 4 2 0 % O v e r 5 Y e a r s 0% 10 9 , 8 1 4 , 6 1 0 $ 1 0 0 % T o t a l / W e i g h t e d A v e r a g e T o 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 T r 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 5 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 , 8 8 9 , 6 1 8 $ 1 , 8 8 9 , 6 1 8 $ 1 , 8 8 9 , 6 1 8 $ 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 7 5 , 0 1 2 $ 4 7 5 , 0 1 2 $ 4 7 5 , 0 1 2 $ 1 0 0 % To t a l 4 7 5 , 0 1 2 $ 4 7 5 , 0 1 2 $ 4 7 5 , 0 1 2 $ 1 0 0 % A S 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 9 7 5 , 0 0 0 9 6 6 , 4 1 0 9 7 1 , 6 4 5 9 3 % C a s h E q u i v a l e n t s 7 2 , 1 2 2 7 2 , 1 2 2 7 2 , 1 2 2 7 % Su b t o t a l 1 , 0 4 7 , 1 2 2 $ 1 , 0 3 8 , 5 3 2 $ 1 , 0 4 3 , 7 6 7 $ 1 0 0 % To t a l 1 , 0 4 7 , 1 2 2 $ 1 , 0 3 8 , 5 3 2 $ 1 , 0 4 3 , 7 6 7 $ 1 0 0 % SU M M A R Y T O T A L T o w n F u n d s 1 1 0 , 0 4 4 , 8 5 6 $ 1 0 8 , 1 3 7 , 8 8 6 $ 1 0 9 , 8 1 4 , 6 1 0 $ T r u s t F u n d 1 , 8 8 9 , 6 1 8 1 , 8 8 9 , 6 1 8 1 , 8 8 9 , 6 1 8 C D A / S u c c e s s o r A g e n c y 4 7 5 , 0 1 2 4 7 5 , 0 1 2 4 7 5 , 0 1 2 N E R I A D 1 , 0 4 7 , 1 2 2 1 , 0 3 8 , 5 3 2 1 , 0 4 3 , 7 6 7 Su m m a r y T o t a l 1 1 3 , 4 5 6 , 6 0 7 $ 1 1 1 , 5 4 1 , 0 4 7 $ 1 1 3 , 2 2 3 , 0 0 6 $ Pa g e 2 To w n o f D a n v i l l e T r 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 T o 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 B e g i n n i n g B a l a n c e , a t c o s t 1 1 1 , 1 5 1 , 3 7 6 $ 1 , 8 9 7 , 5 6 6 $ 9 6 4 , 7 1 8 $ 1 , 1 1 1 , 0 8 2 $ 1 1 5 , 1 2 4 , 7 4 1 $ Pu r c h a s e s , a t c o s t U . S . T r e a s u r y 1 , 8 7 5 , 5 4 7 2 4 9 , 4 7 3 2 , 1 2 5 , 0 2 0 U . S . T r e a s u r y 1 , 9 8 5 , 4 6 9 1, 9 8 5 , 4 6 9 - - - - - Sa l e s / M a t u r a t i o n s / C a l l W a l m a r t , I n c . ( 6 8 5 , 7 7 6 ) ( 2 3 9 , 8 7 5 ) ( 9 2 5 , 6 5 1 ) U . S . T r e a s u r y ( 1 , 5 0 2 , 1 0 9 ) (1 , 5 0 2 , 1 0 9 ) - - Re d e m p t i o n ( 6 2 , 3 6 9 ) ( 6 2 , 3 6 9 ) Pr e m i u m / D i s c o u n t 2 2 , 3 1 8 22 , 3 1 8 I n t e r e s t R e c e i v e d 3 7 8 , 2 2 1 1 , 4 0 1 1 9 6 3 7 9 , 8 1 8 N e t c h a n g e i n C a s h ( 5 , 0 2 4 , 7 9 1 ) ( 7 , 9 4 8 ) ( 4 9 1 , 1 0 7 ) ( 8 2 , 3 4 4 ) ( 5 , 6 0 6 , 1 9 1 ) R e 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 1 0 8 , 1 3 7 , 8 8 6 $ 1 , 8 8 9 , 6 1 8 $ 4 7 5 , 0 1 2 $ 1 , 0 3 8 , 5 3 2 $ 1 1 1 , 5 4 1 , 0 4 7 $ Se p t e m b e r 3 0 , 2 0 2 5 Pa g e 3 T o 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 T o w n F u n d s Y i e l d t o A n n u a l D e 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 a t u r i t y I n t e r e s t F e 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 0 6 / 2 2 / 2 0 2 3 0 6 / 2 3 / 2 0 2 6 2 , 0 0 0 , 0 0 0 1 , 9 9 7 , 6 2 0 2 , 0 0 7 , 8 7 2 4 . 4 2 % 8 8 , 4 0 0 F F C B N o t e 0 8 / 0 9 / 2 0 2 3 0 8 / 1 4 / 2 0 2 6 1 , 5 0 0 , 0 0 0 1 , 4 9 6 , 5 5 0 1 , 5 0 9 , 5 1 2 4 . 5 8 % 6 8 , 7 0 0 F H L B N o t e 1 1 / 3 0 / 2 0 2 3 1 1 / 1 7 / 2 0 2 6 1 , 0 0 0 , 0 0 0 1 , 0 0 2 , 5 3 0 1 , 0 1 0 , 1 0 8 4 . 5 3 % 4 5 , 3 0 0 F H L B N o t e 0 6 / 2 6 / 2 0 2 4 0 6 / 1 1 / 2 0 2 7 1 , 0 0 0 , 0 0 0 1 , 0 0 1 , 5 3 0 1 , 0 1 3 , 9 3 4 4 . 5 7 % 4 5 , 7 0 0 F F C B N o t e 1 2 / 0 8 / 2 0 2 3 1 0 / 0 4 / 2 0 2 7 1 , 5 0 0 , 0 0 0 1 , 5 0 4 , 5 0 0 1 , 5 2 5 , 3 8 3 4 . 4 1 % 6 6 , 1 5 0 F F C B N o t e 1 1 / 0 9 / 2 0 2 3 1 1 / 1 5 / 2 0 2 7 1 , 7 5 0 , 0 0 0 1 , 7 4 3 , 5 0 8 1 , 7 8 2 , 7 3 8 4 . 7 3 % 8 2 , 7 7 5 F H L B N o t e 0 5 / 1 5 / 2 0 2 3 1 2 / 1 0 / 2 0 2 7 1 , 5 0 0 , 0 0 0 1 , 5 3 6 , 9 3 0 1 , 5 1 5 , 8 4 3 3 . 6 6 % 5 4 , 9 0 0 F H L B N o t e 0 5 / 0 7 / 2 0 2 5 0 3 / 1 0 / 2 0 2 8 2 , 0 0 0 , 0 0 0 1 , 9 5 7 , 3 2 0 1 , 9 7 0 , 4 5 8 3 . 8 0 % 7 6 , 0 0 0 F F C B N o t e 0 4 / 2 7 / 2 0 2 3 0 4 / 2 5 / 2 0 2 8 1 , 5 0 0 , 0 0 0 1 , 5 0 7 , 9 0 5 1 , 5 0 6 , 2 8 8 3 . 7 6 % 5 6 , 4 0 0 F H L B N o t e 0 7 / 0 6 / 2 0 2 3 0 6 / 0 9 / 2 0 2 8 1 , 5 0 0 , 0 0 0 1 , 4 6 7 , 7 0 5 1 , 5 1 3 , 7 4 8 4 . 4 9 % 6 7 , 3 5 0 F H L B N o t e 0 4 / 2 6 / 2 0 2 4 0 3 / 0 9 / 2 0 2 9 1 , 5 0 0 , 0 0 0 1 , 4 8 4 , 7 7 5 1 , 5 3 5 , 9 5 6 4 . 7 4 % 7 1 , 1 0 0 F F C B N o t e 0 9 / 1 7 / 2 0 2 4 0 9 / 1 0 / 2 0 2 9 1 , 5 0 0 , 0 0 0 1 , 5 0 0 , 9 4 5 1 , 4 8 8 , 8 9 4 3 . 4 9 % 5 2 , 3 5 0 Su b t o t a l 1 8 , 2 5 0 , 0 0 0 $ 1 8 , 2 0 1 , 8 1 8 $ 1 8 , 3 8 0 , 7 3 4 $ 4 . 2 4 % 7 7 5 , 1 2 5 $ Co l l a t e r a l i z e d M o r t g a g e O b l i g a t i o n F H L M C K 0 6 3 A 2 0 6 / 0 6 / 2 0 2 3 0 1 / 2 5 / 2 0 2 7 1 , 0 0 0 , 0 0 0 9 6 5 , 6 2 5 9 9 3 , 6 3 4 4. 4 7 % 4 4 , 7 0 0 F H L M C K 0 6 6 A 2 0 5 / 1 8 / 2 0 2 3 0 6 / 2 5 / 2 0 2 7 1 , 0 0 0 , 0 0 0 9 5 8 , 9 8 4 9 8 6 , 9 3 7 4 . 2 8 % 4 2 , 8 0 0 F H L M C K 0 6 8 A 2 0 5 / 1 2 / 2 0 2 3 0 8 / 2 5 / 2 0 2 7 1 , 0 0 0 , 0 0 0 9 7 0 , 8 2 0 9 8 8 , 2 7 7 3 . 9 8 % 3 9 , 8 0 0 F H L M C K 0 6 9 A 2 1 2 / 2 7 / 2 0 2 3 0 9 / 2 5 / 2 0 2 7 1 , 1 1 3 , 0 1 7 1 , 0 7 1 , 5 8 3 1 , 0 9 7 , 1 3 2 4 . 2 7 % 4 7 , 5 2 6 F H L M C K 0 7 3 A 2 0 5 / 2 4 / 2 0 2 3 0 1 / 2 5 / 2 0 2 8 7 2 0 , 0 0 0 6 9 1 , 9 8 8 7 1 1 , 2 0 1 4 . 3 4 % 3 1 , 2 4 8 F H L M C K 0 7 4 A 2 1 2 / 1 8 / 2 0 2 4 0 1 / 2 5 / 2 0 2 8 1 , 0 0 0 , 0 0 0 9 7 4 , 9 2 2 9 9 2 , 8 0 5 4 . 4 5 % 4 4 , 5 0 0 F H L M C K 0 8 1 A 2 0 9 / 0 5 / 2 0 2 3 0 8 / 2 5 / 2 0 2 8 1 , 0 0 0 , 0 0 0 9 5 7 , 9 6 9 9 9 9 , 0 9 6 4 . 8 5 % 4 8 , 5 0 0 F H L M C K 0 8 2 A 2 1 0 / 3 0 / 2 0 2 3 0 9 / 2 5 / 2 0 2 8 1 , 0 0 0 , 0 0 0 9 4 0 , 7 4 2 9 9 9 , 6 4 7 5 . 3 1 % 5 3 , 1 0 0 F H L M C K 0 9 0 A 2 0 3 / 2 7 / 2 0 2 5 0 2 / 2 5 / 2 0 2 9 1 , 0 0 0 , 0 0 0 9 6 6 , 0 1 6 9 8 3 , 7 7 3 4 . 3 6 % 4 3 , 6 0 0 Su b t o t a l 8, 8 3 3 , 0 1 7 $ 8 , 4 9 8 , 6 4 9 $ 8 , 7 5 2 , 5 0 2 $ 4 . 4 8 % 3 9 5 , 7 7 4 $ 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 s 0 6 / 0 2 / 2 0 2 2 1 0 / 3 1 / 2 0 2 5 1 , 6 0 0 , 0 0 0 1 , 6 0 6 , 5 6 3 1 , 5 9 8 , 4 5 6 2 . 8 7 % 4 5 , 9 2 0 U . S . T r e a s u r y N o t e s 0 6 / 0 9 / 2 0 2 2 1 1 / 1 5 / 2 0 2 5 1 , 7 0 0 , 0 0 0 1 , 6 5 5 , 8 4 0 1 , 6 9 6 , 4 1 4 3 . 0 4 % 5 1 , 6 8 0 U . S . T r e a s u r y N o t e s 0 7 / 1 3 / 2 0 2 2 1 2 / 3 1 / 2 0 2 5 1 , 1 0 0 , 0 0 0 1 , 0 7 9 , 0 3 1 1 , 0 9 6 , 2 6 2 3 . 2 0 % 3 5 , 2 0 0 U . S . T r e a s u r y N o t e s 0 8 / 0 3 / 2 0 2 2 0 3 / 3 1 / 2 0 2 6 1 , 8 0 0 , 0 0 0 1 , 7 5 3 , 5 2 3 1 , 7 8 6 , 0 7 8 2 . 9 9 % 5 3 , 8 2 0 U . S . T r e a s u r y N o t e s 0 9 / 0 8 / 2 0 2 2 0 4 / 3 0 / 2 0 2 6 1 , 6 0 0 , 0 0 0 1 , 5 4 2 , 5 0 0 1 , 5 8 6 , 8 0 0 3 . 4 2 % 5 4 , 7 2 0 U . S . T r e a s u r y N o t e s 1 1 / 2 2 / 2 0 2 4 0 7 / 3 1 / 2 0 2 6 1 , 7 5 0 , 0 0 0 1 , 7 4 9 , 1 8 0 1 , 7 5 8 , 3 9 4 4 . 4 0 % 7 7 , 0 0 0 U . S . T r e a s u r y N o t e s 0 6 / 0 7 / 2 0 2 3 0 9 / 3 0 / 2 0 2 6 2 , 0 0 0 , 0 0 0 1 , 8 4 8 , 9 8 4 1, 9 5 9 , 5 1 5 4 . 0 9 % 8 1 , 8 0 0 U . S . T r e a s u r y N o t e s 0 2 / 2 0 / 2 0 2 5 1 0 / 1 5 / 2 0 2 6 1 , 7 5 0 , 0 0 0 1 , 7 5 9 , 9 1 2 1 , 7 6 6 , 1 8 1 4 . 2 6 % 7 4 , 5 5 0 U . S . T r e a s u r y N o t e s 1 1 / 2 8 / 2 0 2 2 0 3 / 3 1 / 2 0 2 7 1 , 4 5 0 , 0 0 0 1 , 3 6 3 , 5 6 6 1 , 4 2 5 , 5 3 1 4 . 0 0 % 5 8 , 0 0 0 U . S . T r e a s u r y N o t e s 0 5 / 1 7 / 2 0 2 4 0 4 / 1 5 / 2 0 2 7 2 , 0 0 0 , 0 0 0 1 , 9 9 5 , 4 6 9 2 , 0 2 4 , 6 8 8 4 . 5 8 % 9 1 , 6 0 0 U . S . T r e a s u r y N o t e s 0 5 / 1 3 / 2 0 2 5 0 5 / 1 5 / 2 0 2 7 2 , 0 0 0 , 0 0 0 1 , 9 3 7 , 7 3 4 1 , 9 5 9 , 8 4 4 4 . 0 1 % 8 0 , 2 0 0 U . S . T r e a s u r y N o t e s 1 0 / 0 5 / 2 0 2 2 0 6 / 3 0 / 2 0 2 7 1 , 5 0 0 , 0 0 0 1 , 4 5 1 , 3 0 9 1 , 4 9 0 , 2 7 3 4 . 0 0 % 6 0 , 0 0 0 U . S . T r e a s u r y N o t e s 0 6 / 2 1 / 2 0 2 4 0 7 / 3 1 / 2 0 2 7 2 , 0 0 0 , 0 0 0 1 , 9 0 1 , 8 7 5 1 , 9 6 8 , 7 5 0 4 . 4 6 % 8 9 , 2 0 0 U . S . T r e a s u r y N o t e s 0 1 / 2 0 / 2 0 2 3 0 8 / 3 1 / 2 0 2 7 1 , 6 0 0 , 0 0 0 1 , 5 6 8 , 4 3 8 1 , 5 8 5 , 1 8 7 3 . 5 9 % 5 7 , 4 4 0 U . S . T r e a s u r y N o t e s 0 3 / 0 8 / 2 0 2 3 0 9 / 3 0 / 2 0 2 7 1 , 2 5 0 , 0 0 0 1 , 2 3 4 , 1 3 1 1 , 2 6 2 , 0 6 1 4 . 4 4 % 5 5 , 5 0 0 U . S . T r e a s u r y N o t e s 1 0 / 1 7 / 2 0 2 4 0 1 / 3 1 / 2 0 2 8 1 , 3 0 0 , 0 0 0 1 , 2 8 4 , 1 0 5 1 , 2 9 6 , 5 4 7 3 . 9 0 % 5 0 , 7 0 0 U . S . T r e a s u r y N o t e s 0 9 / 2 7 / 2 0 2 4 0 2 / 1 5 / 2 0 2 8 1 , 5 0 0 , 0 0 0 1 , 4 6 4 , 1 4 1 1 , 4 7 0 , 2 9 3 3 . 5 1 % 5 2 , 6 5 0 U . S . T r e a s u r y N o t e s 1 1 / 0 8 / 2 0 2 4 0 3 / 3 1 / 2 0 2 8 1 , 0 0 0 , 0 0 0 9 8 2 , 3 4 4 1 , 0 0 0 , 2 7 3 4 . 1 9 % 4 1 , 9 0 0 Se p t e m b e r 3 0 , 2 0 2 5 Pa g e 4 T o 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 T o w n F u n d s Y i e l d t o A n n u a l D e 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 a t u r i t y I n t e r e s t Se p t e m b e r 3 0 , 2 0 2 5 U . S . T r e a s u r y N o t e s 1 2 / 3 0 / 2 0 2 4 0 5 / 3 1 / 2 0 2 8 1 , 7 5 0 , 0 0 0 1 , 7 1 1 , 4 4 5 1 , 7 5 0 , 2 7 3 4 . 3 3 % 7 5 , 7 7 5 U . S . T r e a s u r y N o t e s 1 2 / 1 3 / 2 0 2 4 0 8 / 3 1 / 2 0 2 8 1 , 0 0 0 , 0 0 0 1 , 0 0 4 , 1 0 2 1 , 0 2 0 , 3 5 2 4 . 2 5 % 4 2 , 5 0 0 U . S . T r e a s u r y N o t e s 0 9 / 2 9 / 2 0 2 5 0 9 / 1 5 / 2 0 2 8 2 , 0 0 0 , 0 0 0 1 , 9 8 5 , 4 6 9 1 , 9 8 6 , 4 0 6 3 . 6 4 % 7 2 , 8 0 0 U . S . T r e a s u r y N o t e s 0 9 / 1 6 / 2 0 2 5 1 0 / 3 1 / 2 0 2 8 2 , 0 0 0 , 0 0 0 1 , 8 7 5 , 5 4 7 1 , 8 6 8 , 9 0 6 3 . 5 0 % 7 0 , 0 0 0 U . S . T r e a s u r y N o t e s 0 4 / 1 0 / 2 0 2 4 1 1 / 1 5 / 2 0 2 8 1 , 8 0 0 , 0 0 0 1 , 6 8 7 , 0 7 8 1 , 7 7 2 , 5 7 8 4 . 6 6 % 8 3 , 8 8 0 U . S . T r e a s u r y N o t e s 0 9 / 0 5 / 2 0 2 4 0 5 / 3 1 / 2 0 2 9 1 , 2 0 0 , 0 0 0 1 , 1 5 5 , 9 8 4 1 , 1 6 2 , 2 6 6 3 . 6 0 % 4 3 , 2 0 0 U . S . T r e a s u r y N o t e s 1 0 / 2 9 / 2 0 2 4 0 7 / 3 1 / 2 0 2 9 1 , 5 0 0 , 0 0 0 1 , 4 9 3 , 3 2 0 1 , 5 1 6 , 5 8 2 4 . 1 0 % 6 1 , 5 0 0 U . S . T r e a s u r y N o t e s 0 3 / 0 5 / 2 0 2 5 0 8 / 3 1 / 2 0 2 9 2 , 0 0 0 , 0 0 0 1 , 9 2 3 , 7 5 0 1 , 9 5 9 , 0 6 3 4 . 0 6 % 8 1 , 2 0 0 U . S . T r e a s u r y N o t e s 0 6 / 0 3 / 2 0 2 5 1 1 / 3 0 / 2 0 2 9 2 , 0 0 0 , 0 0 0 1 , 9 8 9 , 1 4 1 2 , 0 1 2 , 8 9 1 4 . 0 1 % 8 0 , 2 0 0 U . S . T r e a s u r y N o t e s 0 7 / 3 0 / 2 0 2 5 1 2 / 3 1 / 2 0 2 9 2 , 0 0 0 , 0 0 0 1 , 9 9 6 , 8 7 5 2 , 0 1 2 , 8 1 3 3 . 9 1 % 7 8 , 2 0 0 Su b t o t a l 4 6 , 1 5 0 , 0 0 0 $ 4 5 , 0 0 1 , 3 5 6 $ 4 5 , 7 9 3 , 6 7 7 $ 3 . 9 0 % 1 , 8 0 1 , 1 3 5 $ 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 ) 5 0 4 , 4 0 8 5 0 4 , 4 0 8 5 0 4 , 4 0 8 3 . 5 9 % 1 8 , 1 0 8 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 5 6 , 5 2 0 3 5 6 , 5 2 0 3 5 6 , 5 2 0 3 . 6 2 % 1 2 , 9 0 6 B a n k o f N e w Y o r k 2, 4 0 7 , 7 8 1 2 , 4 0 7 , 7 8 1 2 , 4 0 7 , 7 8 1 3 . 6 2 % 8 7 , 1 6 2 U S B a n k 71 9 , 5 0 5 7 1 9 , 5 0 5 7 1 9 , 5 0 5 0 . 0 0 % 0 L A I F 7, 9 3 5 , 8 4 1 7 , 9 3 5 , 8 4 1 7 , 9 3 5 , 8 4 1 4 . 2 1 % 3 3 4 , 2 5 8 Su b t o t a l 1 1 , 9 2 4 , 0 5 4 $ 1 1 , 9 2 4 , 0 5 4 $ 1 1 , 9 2 4 , 0 5 4 $ 3 . 7 9 % 4 5 2 , 4 3 4 A s s e t - B a c k e d S e c u r i t i e s J o h n D e e r e O w n e r T r u s t 2 0 2 2 - A A 3 0 3 / 1 0 / 2 0 2 2 0 9 / 1 5 / 2 0 2 6 8 , 3 0 2 8 , 3 0 1 8 , 2 9 6 2 . 3 4 % 1 9 4 G M F i n a n c i a l A u t o L e a s i n g T r u s t 2 0 2 3 - 3 A 3 0 8 / 0 8 / 2 0 2 3 1 1 / 2 0 / 2 0 2 6 4 2 , 0 5 2 4 2 , 0 4 7 4 2 , 0 9 9 5 . 3 8 % 2 , 2 6 2 G M F i n a n c i a l C o n s u m e r A u t o R e c e i v 2 0 2 2 - 2 A 3 0 4 / 0 5 / 2 0 2 2 0 2 / 1 6 / 2 0 2 7 2 2 , 7 1 3 2 2 , 7 0 9 2 2 , 6 8 5 3 . 1 3 % 7 1 1 G M F i n a c i a l A u t o m o b i l e L e a s i n g T r u s t 2 0 2 5 - 1 A 3 0 2 / 0 5 / 2 0 2 5 0 2 / 2 1 / 2 0 2 8 4 0 5 , 0 0 0 4 0 4 , 9 5 2 4 0 8 , 6 3 2 4 . 6 6 % 1 8 , 8 7 3 B M W V e h i c l e O w n e r T r u s t 2 0 2 3 - A A 3 0 7 / 1 1 / 2 0 2 3 0 2 / 2 5 / 2 0 2 8 1 0 1 , 3 0 9 1 0 1 , 2 9 1 1 0 2 , 0 2 5 5 . 4 7 % 5 , 5 4 2 B M W V e h i c l e L e a s e T r u s t 2 0 2 5 - 1 A 3 0 6 / 0 3 / 2 0 2 5 0 6 / 2 6 / 2 0 2 8 2 5 0 , 0 0 0 2 4 9 , 9 9 5 2 5 1 , 9 1 0 4 . 8 2 % 1 2 , 0 5 0 T o y o t a A u t o R e c e i v a b l e s O w n e r 2 0 2 3 - D A 3 1 1 / 0 7 / 2 0 2 3 0 8 / 1 5 / 2 0 2 8 2 5 3 , 4 0 9 2 5 3 , 3 8 1 2 5 6 , 3 2 3 5 . 6 1 % 1 4 , 2 1 6 C h a s e I s s u a n c e T r u s t 2 0 2 3 - 1 A 0 9 / 0 7 / 2 0 2 3 0 9 / 1 5 / 2 0 2 8 9 9 5 , 0 0 0 9 9 4 , 7 2 4 1 , 0 0 6 , 9 9 4 5 . 2 3 % 5 2 , 0 3 9 B M W V e h i c l e O w n e r T r u s t 2 0 2 4 - A A 3 0 6 / 0 4 / 2 0 2 4 0 2 / 2 6 / 2 0 2 9 4 2 0 , 0 0 0 4 1 9 , 9 3 6 4 2 4 , 9 5 1 5 . 1 8 % 2 1 , 7 5 6 B a n k o f A m e r i c a C r e d i t C a r d T r u s t 2 0 2 4 - 1 A 0 6 / 0 6 / 2 0 2 4 0 5 / 1 5 / 2 0 2 9 4 7 5 , 0 0 0 4 7 4 , 9 7 3 4 8 3 , 0 5 1 4 . 9 3 % 2 3 , 4 1 8 J o h n D e e r e O w n e r T r u s t 2 0 2 5 A 3 0 3 / 0 4 / 2 0 2 5 0 9 / 1 7 / 2 0 2 9 4 7 0 , 0 0 0 4 6 9 , 9 7 1 4 7 2 , 5 8 2 5 . 0 9 % 2 3 , 9 2 3 B M W V e h i c l e O w n e r T r u s t 2 0 2 5 - A A 3 0 2 / 0 4 / 2 0 2 5 0 9 / 2 5 / 2 0 2 9 6 3 5 , 0 0 0 6 3 4 , 9 3 7 6 4 0 , 8 9 5 4 . 5 6 % 2 8 , 9 5 6 H o n d a A u t o R e c e i v a b l e s 2 0 2 5 - 2 O w n e r T r u s t 0 4 / 2 9 / 2 0 2 5 1 0 / 1 5 / 2 0 2 9 3 1 0 , 0 0 0 3 0 9 , 9 6 5 3 1 1 , 0 6 8 4 . 1 5 % 1 2 , 8 6 5 M e r c e d e s - B e n z A u t o R e c e i v a b l e s T r u s t 2 0 2 5 - 1 0 1 / 1 4 / 2 0 2 5 1 2 / 1 7 / 2 0 2 9 5 6 0 , 0 0 0 55 9 , 8 8 1 5 6 7 , 4 5 7 4 . 8 4 % 2 7 , 1 0 4 Su b t o t a l 4, 9 4 7 , 7 8 5 $ 4 , 9 4 7 , 0 6 3 $ 4 , 9 9 8 , 9 6 8 $ 4 . 9 2 % 2 4 3 , 9 0 8 $ Pa g e 5 T o 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 T o w n F u n d s Y i e l d t o A n n u a l D e 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 a t u r i t y I n t e r e s t Se p t e m b e r 3 0 , 2 0 2 5 Su p r a n a t i o n a l I n t e r n a t i o n a l F i n a n c e C o r p N o t e 1 1 / 2 9 / 2 0 2 3 0 1 / 1 5 / 2 0 2 7 9 2 5 , 0 0 0 9 2 1 , 9 8 5 9 3 1 , 5 4 8 4 . 4 9 % 4 1 , 5 3 3 I n t e r - A m e r i c a n D e v B a n k N o t e 0 1 / 3 0 / 2 0 2 4 0 2 / 0 1 / 2 0 2 7 1 , 0 0 0 , 0 0 0 1 , 0 0 4 , 0 2 0 1 , 0 0 7 , 5 4 6 4 . 2 3 % 4 2 , 3 0 0 I n t e r n a t i o n a l B a n k F o r R e c o n s t r u c t i o n a n d D e v 0 3 / 1 1 / 2 0 2 4 0 7 / 1 2 / 2 0 2 8 1 , 5 0 0 , 0 0 0 1 , 4 5 6 , 9 6 5 1 , 4 9 2 , 7 8 7 4 . 2 3 % 6 3 , 4 5 0 Su b t o t a l 3, 4 2 5 , 0 0 0 $ 3 , 3 8 2 , 9 7 0 $ 3 , 4 3 1 , 8 8 1 $ 4 . 3 0 % 1 4 7 , 2 8 3 $ US C o r p o r a t e M i c r o s t C a l l a b l e N o t e C o n t 0 1 / 2 0 / 2 0 2 3 1 1 / 0 3 / 2 0 2 5 1 , 0 0 0 , 0 0 0 9 7 0 , 0 6 0 9 9 8 , 9 5 4 4 . 2 8 % 4 2 , 8 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 0 2 / 0 1 / 2 0 2 3 0 2 / 2 3 / 2 0 2 6 7 5 0 , 0 0 0 7 2 8 , 2 6 5 7 4 7 , 6 4 6 4 . 2 7 % 3 2 , 0 2 5 T o y o t a M o t o r C r e d i t C o r p 0 2 / 0 8 / 2 0 2 4 0 6 / 1 8 / 2 0 2 6 1 , 0 0 0 , 0 0 0 9 2 1 , 8 0 0 9 7 9 , 8 7 1 4 . 6 8 % 4 6 , 8 0 0 P a c c a r F i n a n c i a l C o r p N o t e 0 8 / 0 3 / 2 0 2 3 0 8 / 1 0 / 2 0 2 6 5 1 5 , 0 0 0 5 1 4 , 7 4 3 5 2 0 , 1 1 8 5 . 0 7 % 2 6 , 1 1 1 B a n k o f A m e r i c a N A C a l l a b l e N o t e C o n t 0 8 / 2 4 / 2 0 2 3 0 8 / 1 8 / 2 0 2 6 1 , 0 0 0 , 0 0 0 1 , 0 0 1 , 3 6 0 1 , 0 1 2 , 4 4 0 5 . 4 8 % 5 4 , 8 0 0 M o r g a n S t a n l e y B a n k N A C a l l a b l e N o t e 1 0 / 3 0 / 2 0 2 3 1 0 / 3 0 / 2 0 2 6 4 4 0 , 0 0 0 4 4 0 , 0 0 0 4 4 8 , 6 0 1 5 . 8 8 % 2 5 , 8 7 2 H o n e y w e l l I n t l C a l l a b l e N o t e 0 1 / 1 1 / 2 0 2 3 1 1 / 0 1 / 2 0 2 6 1 , 0 0 0 , 0 0 0 9 3 3 , 2 8 0 9 8 3 , 9 1 7 4 . 4 2 % 4 4 , 2 0 0 P e p s i c o I n c . C a l l a b l e N o t e C o n t 1 1 / 0 8 / 2 0 2 3 1 1 / 1 0 / 2 0 2 6 3 6 0 , 0 0 0 3 5 9 , 9 0 3 3 6 4 , 7 3 4 5 . 1 3 % 1 8 , 4 6 8 J P M o r g a n C h a s e B a n k C a l l a b l e N o t e 1 2 / 0 5 / 2 0 2 3 1 2 / 0 8 / 2 0 2 6 4 0 5 , 0 0 0 4 0 5 , 0 0 0 4 1 0 , 0 9 6 5 . 1 1 % 2 0 , 6 9 6 J o h n D e e r e C a p i t a l C o r p 0 1 / 1 0 / 2 0 2 4 0 1 / 0 8 / 2 0 2 7 1, 0 0 0 , 0 0 0 9 9 9 , 2 2 0 1 , 0 0 7 , 8 8 4 4 . 5 3 % 4 5 , 3 0 0 C i s c o S y s t e m s I n c 0 2 / 2 6 / 2 0 2 4 0 2 / 2 6 / 2 0 2 7 1 , 0 0 0 , 0 0 0 9 9 9 , 6 2 0 1 , 0 1 2 , 0 0 6 4 . 8 1 % 4 8 , 1 0 0 S t a t e S t r e e t C o r p 0 3 / 1 3 / 2 0 2 4 0 3 / 1 8 / 2 0 2 7 1 , 0 6 5 , 0 0 0 1 , 0 6 5 , 0 0 0 1 , 0 8 1 , 3 9 3 4 . 9 9 % 5 3 , 1 4 4 C a t e r p i l l a r F i n a n c i a l S e r v i c e N o t e 0 5 / 1 5 / 2 0 2 4 0 5 / 1 4 / 2 0 2 7 1 , 0 0 0 , 0 0 0 1 , 0 0 2 , 9 3 0 1 , 0 1 7 , 3 5 2 4 . 8 9 % 4 8 , 9 0 0 B l a c k r o c k F u n d i n g I n c 0 7 / 1 7 / 2 0 2 4 0 7 / 2 6 / 2 0 2 7 6 9 0 , 0 0 0 6 8 9 , 9 7 9 6 9 9 , 1 8 3 4 . 6 0 % 3 1 , 7 4 0 A m a z o n . c o m I n c 0 7 / 1 0 / 2 0 2 4 0 8 / 2 2 / 2 0 2 7 1 , 0 0 0 , 0 0 0 9 5 4 , 9 2 0 9 8 9 , 1 1 2 4 . 7 3 % 4 7 , 3 0 0 V i s a I n c 0 8 / 1 9 / 2 0 2 4 0 9 / 1 5 / 2 0 2 7 1 , 0 0 0 , 0 0 0 9 6 0 , 3 6 0 9 8 1 , 3 8 2 4 . 1 4 % 4 1 , 4 0 0 P a c c a r F i n a n c i a l C o r p N o t e 0 8 / 0 4 / 2 0 2 5 0 8 / 0 8 / 2 0 2 8 5 4 0 , 0 0 0 5 3 9 , 6 8 1 5 4 1 , 4 3 6 4 . 0 2 % 2 1 , 7 0 8 P e p s i c o I N C . 0 7 / 2 9 / 2 0 2 5 0 1 / 1 5 / 2 0 2 9 1 , 0 0 0 , 0 0 0 9 9 7 , 5 8 0 1 , 0 0 3 , 5 3 3 4 . 1 8 % 4 1 , 8 0 0 B a n k o f N e w Y o r k M e l l o n C o r p 0 2 / 1 2 / 2 0 2 5 0 2 / 0 1 / 2 0 2 9 1 , 2 5 0 , 0 0 0 1 , 2 4 0 , 7 5 0 1 , 2 6 4 , 0 4 4 4 . 8 1 % 6 0 , 1 2 5 A p p l e I n c . 0 3 / 0 5 / 2 0 2 5 0 9 / 1 1 / 2 0 2 9 5 0 0 , 0 0 0 4 5 7 , 5 2 5 4 6 9 , 0 9 2 4 . 2 9 % 2 1 , 4 5 0 Su b t o t a l 1 6 , 5 1 5 , 0 0 0 $ 1 6 , 1 8 1 , 9 7 6 $ 1 6 , 5 3 2 , 7 9 4 $ 4 . 6 7 % 7 7 2 , 7 3 8 $ T O T A L 1 1 0 , 0 4 4 , 8 5 6 $ 1 0 8 , 1 3 7 , 8 8 6 $ 1 0 9 , 8 1 4 , 6 1 0 $ 4 . 1 7 % 4 , 5 8 8 , 3 9 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 T o 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 5 Yi e l d t o 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 a t u r i t y 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, 8 8 9 , 6 1 8 1 , 8 8 9 , 6 1 8 1 , 8 8 9 , 6 1 8 4 . 2 1 % 7 9 , 5 9 1 T O T A L 1 , 8 8 9 , 6 1 8 $ 1 , 8 8 9 , 6 1 8 $ 1 , 8 8 9 , 6 1 8 $ 4 . 2 1 % $ 7 9 , 5 9 1 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 ) T r u s t F u n d Pa g e 7 To w n o f D a n v i l l e T r 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 5 Y i e l d t o 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 a t u r i t y 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 84 , 7 7 3 8 4 , 7 7 3 8 4 , 7 7 3 4 . 2 1 % 3 , 5 7 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 6 , 6 9 5 3 7 6 , 6 9 5 3 7 6 , 6 9 5 3 . 4 7 % 1 3 , 0 7 1 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 ) 3 0 2 3 0 2 3 0 2 3 . 6 2 % 1 1 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 ) 1 3 , 2 4 2 1 3 , 2 4 2 1 3 , 2 4 2 3 . 6 2 % 4 7 9 Su b t o t a l 47 5 , 0 1 2 $ 4 7 5 , 0 1 2 $ 4 7 5 , 0 1 2 $ 3 . 6 1 % 1 7 , 1 3 2 $ TO T A L 47 5 , 0 1 2 $ 4 7 5 , 0 1 2 $ 4 7 5 , 0 1 2 $ 3 . 6 1 % 1 7 , 1 3 2 $ 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 ) C o m m u n i t y D e v e l o p m e n t A g e n c y / Su 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 T r 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 Y i e l d t o 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 a t u r i t y 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 B i l l 1 2 / 1 6 / 2 0 2 4 1 2 / 1 5 / 2 0 2 5 2 5 0 , 0 0 0 2 4 9 , 3 8 5 2 5 0 , 0 0 7 4 . 2 6 % 1 0 , 6 5 0 U . S . T r e a s u r y B i l l 3 / 2 7 / 2 0 2 5 3 / 3 1 / 2 0 2 6 2 2 5 , 0 0 0 2 1 7 , 5 8 2 2 2 1 , 5 8 5 4 . 1 2 % 9 , 2 7 0 U . S . T r e a s u r y B i l l 6 / 1 1 / 2 0 2 5 6 / 1 5 / 2 0 2 6 2 5 0 , 0 0 0 2 4 9 , 9 7 0 2 5 0 , 5 8 0 4 . 1 4 % 1 0 , 3 5 0 U . S . T r e a s u r y B i l l 9 / 1 6 / 2 0 2 5 9 / 3 0 / 2 0 2 6 2 5 0 , 0 0 0 2 4 9 , 4 7 3 2 4 9 , 4 7 3 3 . 7 1 % 9 , 2 7 5 Su b t o t a l 9 7 5 , 0 0 0 $ 9 6 6 , 4 1 0 $ 9 7 1 , 6 4 5 $ 4 . 0 6 % 3 9 , 5 4 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 5 3 , 5 5 4 5 3 , 5 5 4 5 3 , 5 5 4 4 . 2 1 % 2 , 2 5 6 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 8 , 5 6 8 1 8 , 5 6 8 1 8 , 5 6 8 3 . 6 2 % 6 7 2 Su b t o t a l 7 2 , 1 2 2 $ 7 2 , 1 2 2 $ 7 2 , 1 2 2 $ 4 . 0 6 % 2 , 9 2 8 $ To t a l 1 , 0 4 7 , 1 2 2 $ 1 , 0 3 8 , 5 3 2 $ 1 , 0 4 3 , 7 6 7 $ 4 . 0 6 % 4 2 , 4 7 3 $ 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 5 Pa g e 9