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HomeMy WebLinkAboutStaff Report 3.B 01/06/2020a] DATE: TO: FROM: SUBJECT January 6, 2020 Honorable Mayor and Members of the City Council through City Manager Corey Garberolio, Finance Director Janine Tedrow, Finance and Accounting Manager Resolution to Receive and File the City Treasurer's Quarterly Report Dated September 30, 2019. RECOMMENDATION It is recommended that the City Council adopt the attached Resolution to Receive and File the City Treasurer's Quarterly Report Dated September 30, 2019. BACKGROUND Pursuant to the City's Investment Policy and Government Code, the City Council annually delegates authority to the City Treasurer to invest or reinvest City funds. The City Council approved the City of Petaluma Investment Policy on June 3, 2019 which delegated investment authority to the City Treasurer for the Fiscal Year 2019-20. The City Treasurer is required to provide a quarterly investment report to the Council that includes the status of the investment portfolio. The attached reports outline the current investments, the weighted average and yields of pooled investments in California Asset Management Pool (CAMP), investments managed by Public Financial Management (PFM), and earnings received by investments in the Local Agency Investment Fund (LAIF). The reports also include the Treasurer's certification of adequate cash flow. This is the first quarterly report for Fiscal Year 2019-2020. DISCUSSION It is the policy of the City of Petaluma to manage public funds in a manner consistent with the laws of the State of California pertaining to the investment of public funds. Three primary goals of the City are to safeguard the principal of funds under its control; meet the City's daily cash flow requirements; and achieve a reasonable rate of return with the maximum amount of security possible. The attached City Treasurer's Quarterly Report contains information on the City's cash activity and ending balances in all City accounts. Each report also: Summarizes total beginning balances of all cash and investments, and total quarterly activity and ending balances. • Provides quarterly activity and ending balances in the City's cash equivalent accounts and information about trustee account activities and ending balances. • Provides information on investment portfolio activity, security type, maturity and value, and book and fair value. • Compares the City's investment earnings with the City's benchmark. The City's benchmark for investments managed by PFM is the Merrill Lynch 1-3 year US Treasury index as provided by Bloomberg Financial Markets. The City's return outperfonned the benchmark by .05% for the quarter ended 9/30/19. The average yields on the PFM Managed Account, LAIF and CAMP were 2.28%, 2.45% and 2.22% respectively. Ia"111 1[K11aIt1l9F_X9I:I This agenda item appeared on a tentative agenda in the previously -published agenda packet, which was publicly noticed through appropriate City communications channels. FINANCIAL IMPACTS The balance of cash and investments as of September 30, 2019 was $141 million. This is down $1 million from the balance at the end of June 30, 2019. The decrease is due mainly to timing of accounts payable payments. The net investment earnings during the quarter ending September 30, 2019 were $804,029. ATTACHMENTS 1. Resolution 2. City Treasurer's Quarterly Report dated September 30, 2019 I ATTACHMENT 1 RESOLUTION REGARDING RECEIPT AND FILING OF THE CITY TREASURER'S QUARTERLY REPORT DATED SEPTEMBER 30, 2019 WHEREAS, the City of Petaluma Investment policy approved by the City Council pursuant to Resolution no. 2019-075 N.C.S. adopted June 3, 2019 requires the City Treasurer to provide a quarterly investment report to the City Council for compliance with the adopted City Investment Policy; and WHEREAS, the City Treasurer has provided for City Council review a quarterly Treasurer's report dated September 30, 2019; NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Petaluma as follows: 1. The City Council has received and approves the City Treasurer's Quarterly Report dated September 30, 2019 2. The City Council directs the City Clerk to file the quarterly Treasurer's Report dated September 30, 2019 in the official City records. 3 ATTACHMENT2 City of Petaluma Quarterly Investment Report July I to S eptemb er 3 0, P% This report is presented in accordance with the City's investment policy and the California Government Code. The policy and Government Code requires the Treasurer to certify that sufficient cash flow is available for the next six months to meet the expected demand or provide an explanation as to why sufficient cash may not be available. The attached report outlines the current investments, weighted average and yields of pooled investments. The month end account statement of assets managed by Public Financial Management, LLC (PFM), the Local Agency Investment Funds (LAIF) quarterly statement, and the City's performance summary of portfolio investments as compared to applicable benchmarks are included. The report also includes the Treasurer's certification of adequate cash flow. We respectfully submit the quarterly investment report for the quarter ending September 30, 2019 CITY OF PETALUMA, CALIFORNIA CITY TREASURER'S QUARTERLY REPOR For the quarter ending September 30, 2019 1 Cash activity for the fiscal year: Cash and Investments, Beginning of the quarter, 7/1/19 $ 141,980,024 Cash Receipts 55,132,477 Cash Disbursements (55,817,596) Cash and Investments, End of the Quarter, 9/30/19 $ 141,294,906 Cash and Investment Portfolio at September 30, 2019 Percent Fair Market Par Value of Value* (Cost) Portfolio Investments Managed by City Treasurer: Assessment Districts Bonds 162,771 162,771 0.12% Local Agency Investment Funds (LAIF) 62,715,351 62,998,165 44.59% CAMP Pool (CA Asset Management Prog) 42,391,725 42,391,725 30.00% PFM Investments Securities 27,010,308 26,828,635 18.99% Checking Accounts 8,553,719 8,553,719 6.05% Subtotal 140,833,874 140,935,014 99.75% Investments Managed by Fiscal Agents: CAMP Debt Issue Accounts 278,172 278,172 0.20% Trustee Money Market Accounts 81,720 81,720 0.06% Subtotal 359,893 359,893,, 0.25% Total Cash and Investments 141,193,766 141,294,906 100.00% I certify that this report contains the total amounts of cash and investments at September 30, 2019. The investments are in conformity with the Investment Policy. A copy of the Investment Policy is available for review in the Finance Department. The City Treasurer's cash management program provides sufficient liquidity to meet expenditure requirements for the next six months. We respectfully submit the quarterly investment report for the quarter ending September 30, 2019. Corey Gaf'beroli"Q, Finance Director Dated *Fair market values are furnished by the State of California, Local Agency Investment Fund and California Asset Management Program. ** See detail attached CITY OF PETALUMA, CALIFORNIA CITY TREASURER'S QUARTERLY REPORT For the quarter ending September 30, 2019 TOTAL CASH AND INVESTMENTS — See detail attached 141,980,023.65 55,132,477.38 (55,817,594.72) Accrued interest General Ledger 141,294,906.31 (512,003,59) 140,782,902.72 Beginning End of Investments/ Financial Institute of Quarter Increase*^ Decrease Quarter In vestments,11anaged b Citi, Treasurer. Assessment District Bond (AD) 2000-01 237,217.22 (74,446.58) 162,770.64 Sub -Total Assessment Districts Bond (AD) Accounts 237,217.22 - (74,446.58) 162,770.64 LAW 62,214,93 135 397,558,75 62,612,4W 10 LAW accrued interest 397,558.75 385,674.50 (397,558,75) 385,674,50 Sub -Total LAW 62,612,490.10 783,233.25 (397,558.75) 62,998,164.60 CAMP Pool -Treasurers Investment Money Market 36,081,534.83 11,779,511.43 (5,469,32121) 42,391,725.05 Sub -Total CAMP Pool Managed Account 36,081,534.83 11,779,511.43 (5,469,321.21) 42,391,725.05 Federal Agency Bonds/Discount Notes 11,151,797.36 2,064,408.80 (2,149,52107) 11,066,684.09 Fed Agency accrued interest 47,035.94 75,207.99 (63,781.37) 58,462.56 US Treasury Bonds/Notes 15,439,092.13 748,505.86 (551,97656) 15,635,621.43 US Treasury accrued interest 89,658.05 107,776.59 (129,568.11) 67,866.53 Sub -Total PFM Securities Managed Account 26,727,583.48 2,995,899.24 (2,894,848.11) 26,828,634.61 Subtotal 125,658,825.63 15,558,643.92 (8,836,174.65) 132,381,294.90 Checking Accounts: Exchange-Geneial Operating 14,555,865.86 32,459,869.33 (39,892,578.72) 7,123,156.47 Exchange -Payroll 1,398,194.85 6,300,90226 (6,350,646. 11) 1,348,451.00 Thomas Lee Charity Trust 1,817.38 - 1,817.38 Police Trust 80,22829 65.68 80,293.97 Sub -Total Checking Accounts 16,036,106.38 38,760,837.27 (46,243,224.83) 8,553,718.82 Total Cash and Investments Managed by the City Treasurer 141,694,932.01 54,319,481.19 (55,079,399.48) 140,935,013.72 Investments Alanaged by Trustees Fiscal Agents: CAMP -AD 23, 24, 25 Accounts Money Market 276,560.71 1,611.77 278,17148 Sub -Total CAMP -Debt Issue Accounts 276,560.71 1,611.77 278,172.48 Bank of New York 4150 811,347.42 (738,19524) 73,194.68 US Bank First American Treas 8,488,43 37.00 8,525.43 Sub -Total Trustees Money Market Account 8,530.93 811,384.42 (738,195.24) 81,720.11 Total Cash and Investments Managed by Fiscal Agents 285,091.64 812,996.19 (738,195.24) 359,892.59 TOTAL CASH AND INVESTMENTS — See detail attached 141,980,023.65 55,132,477.38 (55,817,594.72) Accrued interest General Ledger 141,294,906.31 (512,003,59) 140,782,902.72 CITY OF PETALUMA, CALIFORNIA CITY TREASURER'S QUARTERLY REPORT For the quarter ending September 30, 2019 Cost vs. Fair Market Value US Treasury Bond/Note Federal Agency Bond/Discount Note Corporate Note Certificate of Deposit Sub -Total PFM Treasurer's Invest. Securities CAMP Pool Money Market Fund Sub -Total CAMP Treasurer's Investments Accrued Interest CAMP Total Investment Managed Securities Held CAMP Debt Issue Managed Accounts PFM CAMP Total Treasurer's Investments LAIF LAIF amortized cost rate ** See detail attached Unrealized Cost FV Gain/(Loss) 15,635,621.43 15,846,625.76 211,004.33 11,066,684.09 11,163,682.33 96,998.24 --------- ---------- 26,702,305.52 26,702,305.52 ----.... - 27,010,308.09 308,002.57 42,391,725.05 42,391,725.05 - 69,094,030.57 69,402,033.14 308,002.57 126,329.09 69,528,362.23 278,172.48 278,172.48 - 69,372,203.05 69,680,205.62 308,002.57 62,612,490.10 62,715,350.96 102,860.86 1.00164281700 o UA O UA IS PFM Asset Management LLC Account 531-00 Page 5 A Managed Account Detail of Securities Held For the Month Ending September 30, 2019 City of Petaluma - TREASURER'S INVESTMENTS - 531-00 - -(12511505) Security Type/ Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost 1;ii 111111ml M 111i 1; Value sonommoom US TREASURY NOTES 912828XH8 1,000,000.00 AA+ Aaa 06/26/17 06/28117 1,003,593.75 1.50 4,106.66 1,000,908.21 998,242.00 DTD 06/30/2015 1.625% 06/30/2020 US TREASURY NOTES 912828XM7 1,000,000.00 AA+ Aaa 07/05117 07107/17 1,000,625.00 1.60 2,737.77 1,000,173.46 998,086.00 DTD 07/31/2015 1.625% 07/31/2020 US TREASURY NOTES 91282SM98 625,000.00 AA+ Aaa 11/01/17 11/03/17 622,290.04 1.77 3,413.17 623,958,03 623,730.63 DTD 11/30/2015 1.625% 11/30/2020 US TREASURY NOTES 91282BN48 600,000.00 AA+ Aaa 12/01/17 12/05/17 597,140.63 1.91 2,653.53 598,820.18 599,601.60 DTD 12/31/2015 1.750% 12/31/2020 US TREASURY NOTES 912828N89 700,000.00 AA+ Aaa 01/02/18 01/04/18 686,000.00 2.05 1,621.60 693,830.67 696,336.20 DTD 01/31/2016 1.375% 01/31/2021 US TREASURY NOTES 912828P87 500,000.00 AA+ Aaa 02/15/18 02/16/18 481,230.47 142 479.05 491,077.70 495,605.50 DTD 02/29/2016 1.125% 02/28/2021 US TREASURY NOTES 912828462 476,000.00 AA+ Aaa 02/14119 02/15/19 474,754.22 2.50 5,220.07 475,112.47 480,518.19 DTD 04/16/2018 2.375% 04/15/2021 US TREASURY NOTES 9128284P2 1,000,000.00 AA+ Aaa 06/03119 06/05/19 1,013.789.06 1.90 91915.08 1,011,549.04 1,014,414.00 DTD 05/15/2018 2.625% 05/15/2021 US TREASURY NOTES 912828WN6 150,000,00 AA+ Aaa 06/04/18 06/06/18 147,333.98 2.62 1,008.20 148,488.47 150,697.20 DTD 06/02/2014 2.000% 05/31/2021 US TREASURY NOTES 91282SR77 900,000.00 AA+ Aaa 04105/18 04/06/18 870,046.88 2.48 4,158.81 883,904.49 894,937,50 DTD 05/31/2016 1.375% 05/31/2021 US TREASURY NOTES 912828WR7 650,000.00 AA+ Aaa 07/03/18 07/06/18 640,046.88 2.66 3,490.66 644,079.88 654,824.30 DTD 06/30/2014 2.125% 06/30/2021 US TREASURY NOTES 9128284W7 500,000.00 AA+ Aaa 09/26/18 09/28/18 497,871.09 2.91 1,756.11 498,602.62 509,785.00 DTD 08/15/2018 2.750% 08/15/2021 US TREASURY NOTES 9128284W7 750,000.00 AA+ Aaa 09/05/18 09/07/18 750,615.24 2,72 2,634.17 750,402.54 764,677.50 DTD 08/15/2018 2.750% 08/15/2021 US TREASURY NOTES 9128285V8 675,000.00 AA+ Aaa 02/08/19 02/11/19 676.344.73 2.43 3,576.77 676,064.54 688,078.13 DTD 01/15/2019 2.500% 01/15/2022 PFM Asset Management LLC Account 531-00 Page 5 Managed Account Detail of Securities Held For the Month Ending September 30, 2019 Security Type/ Description S&P Moody's Trade Settle Original YT M Accrued Amortized Market Dated Date/coupon/Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value US TREASURY NOTES 9128285V8 700,000.00 AA+ Aaa 01/29/19 01131/19 698,988.28 2.55 3,709.24 699,214.00 713,562.50 DTD 01/15/2019 2.500% 01/15/2022 US TREASURY NOTES 91282SV72 1,550,000.00 AA+ Aaa 01/07/19 01/09/19 1,521,785.16 2.50 4,896.40 1,528,321.25 1,558,597.85 DTD 01/31/2017 1.875% 01/31/2022 US TREASURY NOTES 9128286C9 525,000,00 AA+ Aaa 02/28119 02/28/19 524,958.98 2.50 1,676.29 524,969.13 535,602.38 DTD 02/15/2019 2.500% 02/15/2022 US TREASURY NOTES 912828609 850,000.00 AA+ Aaa 04/01/19 04/03/19 854,947.27 2.29 2,713.99 854,120.81 867,165.75 DTD 02/15/2019 2.500% 02/15/2022 US TREASURY NOTES 9128286C9 900,000.00 AA+ Aaa 03/01/19 03/05/19 899,015.63 2.54 2,873.64 899,208.08 918,175.50 DTD 02/15/2019 2.500% 02/15/2022 UNITED STATES TREASURY NOTES 9128286M7 175,000.00 AA+ Aaa 05/01/19 05/03/19 175,123.05 2.23 1,818.14 175.107.07 177,748.03 DTD 04/15/2019 2.250% 04/15/2022 US TREASURY NOTES 9128282P4 750,000.00 AA+ Aaa 06/03119 06/05/19 750,615.23 1.85 2,369.23 750,559.96 755,595.75 DTD 07/31/2017 1.875% 07/31/2022 US TREASURY NOTES 912828258 750,000.00 AA+ Aaa 08/02/19 08/05/19 748,505.86 1.69 1,037.95 748,582.94 750,644.25 DTD 08/31/2017 1.625% 08/31/2022 Security Type Sub -Total 15,726,000.00 15,635,621.43 2.22 67,866.53 15,677,055.54 15,846,625.76 ImI1111111 I i WIN #1111111:1:1ill 1111ii ", 1111li a !,11W111 !1! INA1111111hallm mi jil No= FANNIE MAE POOL 31418AE79 68,657.06 AA+ Aaa 04/05/18 04110/18 68,382.45 2.63 143.04 68,429.98 69,249.58 DTD 04/01/2012 2.500% 05/25/2022 Security Type Sub -Total 68,657.06 68,382.45 2.63 143.04 68,429.98 69,249.58 IN IN FHMS K006 A2 31398V398 181070.75 AA+ Aaa 06/12/18 06/15/18 186,789.38 1.57 648.53 183,697.61 183,368.72 DTD 04/01/2010 4,251% 01/25/2020 FHLMC SERIES K013 Al 3137AA4V2 55,472.78 AA+ Aaa 06/23/17 06/28/17 56,528.05 1.60 134.15 55,644.76 55,535.72 DTD 05/01/20112.902% 08/25/2020 PFM A55et Management LLC Account 531-00 Page 6 F Managed Account Detail of Securities Held For the Month Ending September 30, 2019 City of Petaluma - TREASURER'S INVESTMENTS - 531-00 - (12511505) Security Type/ Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/ Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value IN: FNA 2010-M6 A2 31398SKA0 125,391.29 AA+ Aaa 11/14/17 11/15/17 128,996.30 1.24 346.29 126,590.34 126,333.13 DTD 10/01/2010 3.314% 09/25/2020 FHMS K714 A2 3137B6ZM6 122,145,86 AA+ Aaa 11/13/18 11/16/18 121,802.32 3.11 308.83 121,841.79 122,894.09 DTD 01/01/2014 3.034% 10/25/2020 FHMS K714 A2 3137B6ZM6 171,004.20 AA+ Aaa 09/21/17 09/26/17 175,75158 1.15 432.36 172,613.47 172,051.72 DTD 01/01/2014 3.034% 10/25/2020 FHMS K010 A2 3137A6B27 248,008.61 AA+ Aaa 08/24/18 08/29/18 254,441.35 1.75 895.52 251,186.47 252,460.02 DTD 02/01/20114333% 10/25/2020 FHLMC SERIES K717 Al 3137BFDP3 7,574.48 AA+ Aaa 04/18/17 04/21/17 7,686.91 1.81 14.78 7,601.24 7,563.56 DTD 12/01/2014 2342% 02/01/2021 FNA 2018-M5 A2 3136B1XP4 123,503.22 AA+ Aaa 04111/18 04/30/18 125,959.84 2.27 366.39 124,90104 125,790.68 DTD 04/01/2018 3.560% 09/25/2021 FHLMC MULTIFAMILY STRUCTURED P 3137BHXY8 125,000.00 AA+ Aaa 05/16/19 05/21/19 125,781.25 2.20 290.73 125,670.10 126,814.94 DTD 05/01/2015 2.791% 01/25/2022 FHLMC MULTIFAMILY STRUCTURED P 3137BHXYS 125,000.00 AA+ Aaa 08/16/19 08/21/19 127,265.63 1.21 290.73 127,208.89 126,814,94 DTD 05/01/2015 2.791% 01125/2022 FNA 2012-M5 A2 3136A6JA3 119,102.20 AA+ Aaa 01102/19 01/07/19 118,48142 2.93 269.47 118570.96 120,501.57 DTD 05/01/2012 2.715% 02/25/2022 FHMS KJ23 Al 3137FKK70 242,510.23 AA+ Aaa 12/07/18 12/14/18 242508.32 3.05 641,44 242.508.29 247,926.48 DTD 12/01/2018 3.174% 03/01/2022 FHMS K019 A2 3137ASNJ9 250,000.00 AA+ Aaa 03129119 04/03/19 248,154.30 2.65 473.33 248,381.16 251,467.50 DTD 08/01/2012 2.272% 03/25/2022 FHMS K023 Al 3137AWDG3 87,076.64 AA+ Aaa 07112/18 07/17/18 84,875.90 2.87 114.87 85,495.75 86,597.37 DTD 12/01/2012 1.583% 04/25/2022 FHMS K023 Al 3137AWOG3 193,503.60 AA+ Aaa 03/06/18 03/09/18 189,300.94 2.58 255.26 190,723.82 192,438.56 DTD 12/01/2012 1.583% 04/25/2022 FHLMC MULTIFAMILY STRUCTURED P 3137BLUR7 125,000.00 AA+ Aaa 03/13/19 03/18/19 124,844.48 2.68 282.92 124,844.48 126,854.56 DTD 11/01/2015 2.716% 06/25/2022 PFM Asset Management LLC Account 531-00 Page 7 PFM Asset Management LLC Account 531-00 Page 8 lk Managed Account Detail of Securities Held For the Month Ending September 30, 2019 City of Petaluma - TREASURER'S INVESTMENTS - 531-00 - (12511505) Security Type/ Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Gate/Coupon/Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value FHLMC MULTIFAMILY STRUCTURED P 3137AVXN2 250,000.00 AA+ Aaa 03/28/19 04/02/19 249,023.44 2.49 490.63 249,105.93 252,330.95 DTD 12/01/2012 2,355% 07/25/2022 FHLMC MULTIFAMILY STRUCTURED P 3137AWOHI 275,000.00 AA+ Aaa 09/04119 09/09/19 279,060.55 1.25 528.69 279,00333 277,367.28 DTD 12/01/2012 2,307% 08/25/2022 FHMS K030 Al 3137B3N95 172,802.35 AA+ Aaa 04/20/18 04/25/18 172.471.60 2.78 400.18 172,475.44 174,514,11 DTD 08/01/2013 2.779% 09/25/2022 FANNIEMAE-ACES 3136A9MN5 213,291.68 AA+ Aaa 09/04/19 09/09/19 215,866.17 1.44 408.99 215,830.26 215,094.83 DTD 10/01/2012 2.301% 09/25/2022 FANNIEMAE-ACES 3136ACG34 250,000.00 AA+ Aaa 06/24/19 06/27119 253,085.94 1.70 522.61 252,895.29 254,004.33 DTD 02/01/2013 2.509% 11/2512022 FHLMC MULTIFAMILY STRUCTURED P 313781BSO 275,000.00 AA+ Aaa 06/12/19 06/17/19 277,416.99 1.91 575.21 277,219.43 279,149.89 DTD 05/01/2013 2.510% 11/25/2022 FANNIEMAE-ACES 3136AEGO4 93,495.38 AA+ Aaa 09/11/19 09/16/19 94,077.95 1.82 177.64 94,077.84 94,376.43 DTD 05/01/2013 2.280% 12/25/2022 FANNIEMAE-ACES 3136AEGO4 122,26119 AA+ Aaa 09/04/19 09/09/19 123,864.96 1.42 232.30 123,844.42 123,415.34 DTD 05/01/2013 1280% 12/25/2022 FHMS 322F Al 3137FJYAl 178,961.01 AA+ Aaa 11/07/18 11/19/18 178,956.18 3.28 515.11 178,956.18 184,294.55 DTD 11/01/2018 3.454% 05/25/2023 FHMS KP05 A 3137FKK39 101,741.17 AA+ Aaa 12/07/18 12/17/18 101,740.86 3.11 271.56 101,740,86 103,495.74 DTD 12/01/2018 1203% 07/01/2023 FHMS K727 Al 3137FARD2 181120.49 AA+ Aaa 11/01118 11/06/18 179,894.41 3.28 401.64 180,386.65 185,218.37 DTD 09/01/2017 2.632% 10/01/2023 FHMS K038 Al 3137BBBC3 87,429.04 AA+ Aaa 11/20/18 11/26/18 86,185.92 3.12 189.72 86,352.26 88,622.73 DTD, 06/01/2014 2.604% 10/25/2023 FHMS K044 Al 3137BHCX3 268,640.18 AA+ Aaa 08/14/19 08/19/19 2710.634.00 1.93 519.59 270,599.74 270,871.18 DTD 04/01/2015 2.321% 03/25/2024 Security Type Sub -Total 4,775,108.35 4,801,450.94 2.19 10,999.47 4,789,968.80 4,828,169.29 PFM Asset Management LLC Account 531-00 Page 8 DTD 09/06/2019 1.375% 09/06/2022 Security Type Sub -Total 6,195,000.00 6,196,850.70 2.39 47,320.05 6,197,846.67 6,266,263.46 PFM Asset Management LLC Account 531-00 Page 9 Managed Account Detail of Securities Held For the Month Ending September 30, 2019 City of Petaluma - TREASUREWS INVESTMENTS - 531-00 - (12511505) Security Type/ Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/ Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value FANNIE MAE NOTES 3135GOU84 500,000.00 AA+ Aaa 11/02/18 11/06/18 499,290.00 2.95 6,029.51 499,608.87 505,407.50 DTD 11/01/2018 2.875% 10/30/2020 FHLMC NOTES 3137EAEK1 500,000.00 AA+ Aaa 12/01117 12/05/17 498.810.00 1.96 3,489.58 499,537.96 500,516,00 DTD 11/15/2017 1.875% 11/17/2020 FREDDIE MAC NOTES 3137EAEL9 500,000,00 AA+ Aaa 02/15/18 02/16/18 498,680.00 2.47 1,484.38 499,383.19 504,042,50 DTD 02/16/2018 2.375% 02/16/2021 FANNIE MAE NOTES 3135GOU35 715,000.00 AA+ Aaa 06/22/18 06/25/18 714,835.55 2.76 5,407.19 714,902.95 727,675.52 DTD 06/25/2018 2.750% 06/22/2021 FEDERAL HOME LOAN BANKS NOTES 3130AGLD5 525,000.00 AA+ Aaa 06/11/19 06/12/19 523,887.00 1.98 2,296.88 524,045,03 526,854.30 DTD 06/07/2019 1.875% 07/07/2021 FEDERAL HOME LOAN BANKS NOTES 3130AF5B9 500,000.00 AA+ Aaa 11/02/18 11/06/18 499,710.00 3.02 7,041.67 499,801.12 513,254.00 DTD 10/12/2018 3.000% 10/12/2021 FEDERAL HOME LOAN BANKS NOTES 3130AF5B9 500,000,00 AA+ Aaa 12/11/18 12/12/18 502,030.00 2.85 7,041.67 501,479.65 513,254.00 DTD 10/12/2018 3.000% 10/12/2021 FANNIE MAE NOTES 3135GOU92 250,000.00 AA+ Aaa 01/29119 01/31/19 250,065.00 2.62 1,458.33 250,052.34 255,340.50 DTD 01/11/2019 2.625% 01/11/2022 FANNIE MAE NOTES 3135GOU92 330,000.00 AA+ Aaa 01/09/19 01/11/19 329,762.40 2.65 1,925.00 329,817.96 337,049,46 DTD 01/11/2019 2.625% 01/11/2022 FHLB (CALLABLE) NOTES 3130AGD36 400,000.00 AA+ Aaa 05/02/19 05/03/19 400,000.00 2.70 4,560.00 400,000.00 400,054.40 DTD 04/29/2019 2.700% 04/29/2022 FEDERAL HOME LOAN BANK - 313379069 400,000.00 AA+ Aaa 07/01/19 07/01/19 403,004.00 1.86 2,620.83 402.755,56 405,066,80 DTD 06/01/2012 2.125% 06/10/2022 FEDERAL HOME LOAN BANK 313379069 525,000.00 AA+ Aaa 06/13/19 06/14/19 528,690.75 1.88 3,439.84 528,332.56 531,650.18 DTD 06/01/2012 2.125% 06/10/2022 FANNIE MAE NOTES 3135GOW33 550,000.00 AA+ Aaa 09/05/19 09/06/19 548,086.00 1.49 525.17 548,129.48 546,098.30 DTD 09/06/2019 1.375% 09/06/2022 Security Type Sub -Total 6,195,000.00 6,196,850.70 2.39 47,320.05 6,197,846.67 6,266,263.46 PFM Asset Management LLC Account 531-00 Page 9 r Managed Account Detail of Securities Held For the Month Ending September 30, 2019 City of Petaluma - TREASURER'S INVESTMENTS - 531-00 - (12511505) Security Type/ Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/ Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value Managed Account Sub -Total 26,764,765.41 26,702,305.52 2.25 126,329.09 26,733f300.99 27,010,308.09 CAMP Pool noun= 42,391,725.05 AAAm NR 42,391,725.05 0.00 42,391,725.05 42,391,725.05 Money Market Sub -Total 42,391,725.05 42,391,725.05 0.00 42,391f725.05 42,391,725.05 Securities Sub -Total $69,156,490.46 $69,094,030.57 2.25% $126,329.09 $69,125,026.04 $69,402,033.14 Accrued Interest $126,329.09 Total Investments $69f528,362.23 PFM Asset Management LLC Account 531-00 Page 10