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HomeMy WebLinkAboutResolution 2020-087 N.C.S. 06/15/2020Resolution No. 2020-087 N.C.S. of the City of Petaluma, California RESOLUTION REGARDING RECEIPT AND FILING OF THE CITY TREASURER'S QUARTERLY REPORT DATED MARCH 31, 2020 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 March 31, 2020; NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Petaluma as follows: The City Council has received and approves the City Treasurer's Quarterly Report dated March 31, 2020 2. The City Council directs the City Clerk to file the quarterly Treasurer's Report dated March 31, 2020 in the official City records. Under the power and authority conferred upon this Council by the Charter of said City. REFERENCE: I hereby certify the foregoing Resolution was introduced and adopted by the Approved as to Council of the City of Petaluma at a Regular meeting on the 15th day of June 2020, fore by the following vote: City Attorney AYES: Mayor Barrett; Vice Mayor Fischer; Healy; Kearney; King; McDonnell; Miller NOES: None ABSENT: None ABSTAIN: None ATTEST: f p +g ATTEST: City Clerk Mayor Resolution No. 2020-087 N.C.S. Page I Exhibit A QuarterlyCity of Petaluma W% ®r 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 respectfiilly submit the quarterly investment report for the quarter ending March 31, 2020. Resolution No. 2020-087 N.C.S. Page 2 CITY OF PETALUMA, CALIFORNIA CITY TREASURER'S QUARTERLY REPORT For the quarter ending March 31, 2020 Cash activity for the fiscal year: Cash and Investments, Beginning of the quarter, 1/1/20 $ 153,772,600 Cash Receipts 43,833,594 Cash Disbursements (39,416,511) Cash and Investments, End of the Quarter-, 3/31/20 $ 158,189,683 Cash and Investment Portfolio at March 31, 2020 Investments Managed by City Treasurer: Assessment Districts Bonds Local Agency Investment Funds (LAIF) CAMP Pool (CA Asset Management Prog) PFM Investments Securities ** Checking Accounts Subtotal Percent Fair Market Par Value of Value* (Cost) Portfolio 162,771 162,771 0.10% 68,871,473 68,699,987 43.43% 40,178,822 40,178,822 25.40% 27,373,533 26,728,711 16.90% 22,069,523 22,069,523 13.95% 158,656,122 157,839,813 99.78% Investments Managed by Fiscal Agents: CAMP Debt Issue Accounts 280,680 280,680 0.18% Trustee Money Market Accounts 69,190 69,190 0.04% Subtotal 349,870 349,870 0.22% Total Cash and Investments 159,005,992 158,189,683 100.00 % I certify that this report contains the total amounts of cash and investments at March 31, 2020. 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 March 31, 2020. — DAV�nZ6,AA-SL \ 1,11)q, Corey Director Dated *Fair market values are furnished by the State of California, Local Agency Investment Fund and California Asset Management Program. ** See detail attached Resolution No. 2020-087 N.C.S. Page 3 CITY OF PETALUMA, CALIFORNIA CITY TREASURER'S QUARTERLY REPORT For the quarter ending March 31, 2020 Investments Afanaged by Cite Treasurer. Assessment District Bond (AD) 2000-01 162,770.64 162,770.64 Sub -Total Assessment Districts Bond (AD) Accounts 162,770.64 162,770.64 LAID 62,998,164.60 5,361,905.93 68,360,070.53 LAIF accrued interest 361,906,95 339,916.02 (361,906.95) 339,916.02 Sub -Total LAIF 63,360,071.55 5,701,821.95 (361,906.95) 68,699,986.55 CAMP Pool -Treasurer's Investment Money Market 39,727,663.25 4,044,895.71 (3,593,736.96) 40,178,822.00 Sub -Total CAMP Pool Managed Account 39,727,663.25 4,044,895.71 (3,593,736,96) 40,178,822.00 Federal Agency Bonds/Discount Notes 10 202,367.20 1,155,217.69 (1,387,485.35) 9,970,099.54 Fed Agency accrued interest 40,365,62 56,652.25 (53,811,28) 43 206,59 US Treasury Bonds/Notes 16,482,066.75 2,422,773.44 (2,258,171.88) 16,646,668.31 US Treasury accrued interest 101,087,11 99,990.93 (132,341,98) 68,736.06 Sub -Total PFM Securities Mannged Account 26,825,886.68 3,734,634.31 (3,831,810,49) 26,728,710.50 Subtotal 130,076,392.12 13,481,351.97 (7,787,454.40) 135,770,289.69 Checldng Accounts: Exchange -General Operating 22,363,240.86 24,050,813.35 (25,119,103.84) 21,294,950.37 Exchange -Payroll 894,828.74 6,300,000.00 (6,502,452.99) 692,375.75 Thomas Lee Charity Trust 1,817.38 - 1,817,38 Police Trust 80,342.38 36.96 80,379,34 Sub -Total Checldng Accounts 23,340,229.36 30,350,850.31 (31,621,556.83) 22,069,522.84 Total Cash and Investments Managed by the City Treasurer 153,416,621.48 43,832,202.28 (39,409,011,23) 157,839,812.53 Investments Managed by Trustees Fiscal Agents: CAMP -AD 23, 24, 25 Accounts Money Market 279,515.37 1,164.96 - 280,680.33 Sub -Total CAMP -Debt Issue Accounts 279,515.37 1,164.96 - 280,680.33 Bank ofNeuv York 67,866.33 204.48 (7,500.00) 60,570.81 US Bank First American Treas 8,596.86 22.32 8,619.18 Sub -Total Trustees Money Market Account 76,463.19 226.80 (7,500.00) 69,189.99 Total Cash and Investments Managed by Fiscal Agents 355,978.56 1,391.76 (7,500.00) 349,870.32 TOTAL CASH AND INVESTMENTS 153,772,600.04 43,833,594.04 (39,416,511.23) 158,189,682.85 �+ See detail attached Accrued interest (451,858.67) General Ledger 157,737,824.18 Resolution No. 2020-087 N.C.S. Page 4 LAN 68,699,987 43.43 % City 1' Petaluma,California Cash/Investment by Type -March 31, 2020 Total Cash/Investments $ 15891899683 Cash 22,069,523 13.950/. 26,728,711 349,870 16.90% 0.22% T bjD C73 w v3 00 z 0 0 N O N O z 0 .Y CA Pool Asset Mgmt Prog 40,178,822 25.40% CITY OF PETALUMA, CALIFORNIA CITY TREASURER'S QUARTERLY REPORT For the quarter ending March 31, 2020 Cost vs. Fair- Market Value Unrealized Cost FV Gain/(Loss) US Treasury Bond/Note 16,646,668.31 17,207,006.89 560,338.58 Federal Agency Bond/Discount Note 9,970,099.54 10,166,525.99 196,426.45 Corporate Note - - - Certificate of Deposit - - Sub -Total PFM Treasurer's Invest. Securities 26,616,767.85 27,373,532.88 756,765.03 CAMP Pool Money Market Fund 40,178,822.00 40,178,822.00 - Sub -Total CAMP Treasurer's Investments 66,795,589.85 67,552,354.88 756,765.03 Accrued Interest 111,942.65 CAMP Total Investment Managed Securities Held 67,664,297.53 CAMP Debt Issue Managed Accounts 280,680.33 280,680.33 - PFM CAMP Total Treasurer's Investments " 67,076,270.18 67,833,035.21 756,765.03 LAIF 68,360,070.53 68,871,473.24 511,402.71 LAIF amortized cost rate 1.00748101500 ** See detail attached Resolution No. 2020-087 N.C.S. Page 6 of Petaluma Performance Summaries Returns as of March 31, 2020 Past Quarter Past 6 Months Past Year Past 3 Years Past 5 Years City of Petaluma 2.43% 2.91 % 5.03% 2.64% 1.86% BAML 1-3 Year Treasury Index 2.81 % 3.33% 5.42% 2.70% 1.85% Yield to Maturity 2.15% - Notes: 1. ICE Bank of America Merrill Lynch (BAML) Indices provided by Bloomberg Financial Markets. 2. CAMP Cash Reserve Pool holdings excluded fi-om performance and yield calculations. 3. Performance numbers for periods greater than one year are presented on an annualized basis. 4. Yield for the City is calculated as the average of the quarter's three month end Yield to Maturity,at Cost. Resolution No. 2020-087 N.C.S. Page 7 4/26/2020 Untitled Page BETTY T. YEE California State Controller LOCAL AGENCY INVESTMENT FUND REMITTANCE ADVICE Agency Name Account Number As of 04/15/2020, your Local Agency Investment Fund account has been directly credited with the interest earned on your deposits for the quarter ending 03/31/2020. Earnings Ratio .00005535460693046 Interest Rate 2.03% Dollar Day Total $ 6,140,699,806.61 Quarter End Principal Balance $ 68,360,070.53 Quarterly Interest Earned $ 339,916.02 PETALUMA 98-49-650 https://Iaif.sco.ca.gov/Result.aspx Resolution No. 2020-087 N.C.S. Page 81/1 1* 2* 2* 2* 2* 1* o����NvtsryFyTState w t CD a �9�Frr'UDmD��'����Q o California PooledMoney Investment Account Market Valuation / 1 / 0 0 Description Carrying Cost Plus Accrued Interest Purch. Amortized Cost Fair Value Accrued Interest United States Treasury: Bills $ 12,823,871,548.59 $ 12,920,450,177.77 $ 12,994,847,000.00 NA Notes $ 33,119,951,799.65 $ 33,113,778,380.29 $ 33,687,518,000.00 $ 140,637,607.00 Federal Agency: SBA $ 525,135,261.64 $ 525,135,261.64 $ 522,232,337.71 $ 880,056.18 MBS-REMICs $ 18,063,052.24 $ 18,063,052.24 $ 19,088,647.00 $ 84,337.25 Debentures $ 2,105,162,090.64 $ 2,105,042,298.98 $ 2,132,896,450.00 $ 10,524,714.25 Debentures FIR $ - $ - $ - $ - Debentures CL $ 925,000,000.00 $ 925,000,000.00 $ 929,988,750.00 $ 3,544,917.00 Discount Notes $ 17,515,361,340.24 $ 17,575,787,257.02 $ 17,620,985,750.00 NA Su ranational Debentures $ 714,280,614.68 $ 714,249,336.90 $ 721,116,650.00 $ 2,940,049.25 Su ranational Debentures FIR $ 200,158,861.65 $ 200,158,861.65 $ 200,117,030.04 $ 608,243.35 CDs and YCDs FIR $ 300,000,000.00 $ 300,000,000.00 $ 299,053,000.00 $ 292,521.92 Bank Notes $ 500,000,000.00 $ 500,000,000.00 $ 600,078,465.32 $ 4,119,416.67 CDs and YCDs $ 13,300,000,000.00 $ 13,300,000,000.00 $ 13,305,153,219.71 $ 66,002,000.01 Commercial Paper $ 10,115,069,047.16 $ 10,145,768,286.22 $ 10,145,738,569.17 NA Corporate: Bonds FIR $ - $ - $ - $ - Bonds $ - $ - $ - $ - Repurchase Agreements $ - $ - $ - $ - Reverse Repurchase $ - $ - $ - $ - Time Deposits $ 5,331,990,000.00 $ 5,331,990,000.00 $ 5,331,990,000.00 NA AB 55 & GF Loans $ 624,194,000.00 $ 624,194,000.00 $ 624,194,000.00 NA TOTAL $ 98,118,237,616.49 $ 98,299,616,912.71 1 $ 99,034,997,868.95 $ 229,633,862.88 Fair Value Including Accrued Interest $ 99,264,631,731.83 * Governmental Accounting Standards Board (GASB) Statement #72 Repurchase Agreements, Time Deposits, AB 55 & General Fund loans, and Reverse Repurchase agreements are carried at portfolio book value (carrying cost). The value of each participating dollar equals the fair value divided by the amortized cost (1.007481015). As an example: if an agency has an account balance of $20,000,000.00, then the agency would report its participation in the LAIF valued at $20,149,620.31 or $20,000,000.00 x 1.007481015. Resolution No. 2020-087 N.C.S. Page 9 "ACCOU[i$ Stat@i'17@il$ For the Month Ending March 31, 2020 City of Petaluma - TREASURER'S INVESTMENTS - 531-00 Trade Settlement Share or DollarAmount� Total Date Date Transaction Description Unit Price of Transaction Shares Owned 03/25/20 03/25/20 Purchase - Principal 3137FARD2 1.00 3,664.64 40,129,260.61 03/25/20 03/25/20 Purchase - Principal 3137F]YA1 1.00 597.48 40,129,858.09 03/25/20 03/25/20 Purchase - Principal 3137FKK39 1.00 130.56 40,129,988.65 �y 03/25/20 03/25/20 Purchase - Principal 3137FQ3V3 1.00 - 224.47 40,130,213.12 0 03/25/20 03/25/20 IP Fees February 2020 1.00 (2,094.68) 40,128,118.44 • 03/25/20 03/25/20 0 U.S. Bank Fees January 2020 1.00 (146.98) 40,127,971.46 Z z 03/31/20 04/01/20 a Accrual Income Div Reinvestment - Distributions 1.00 50,850.54 40,178,822.00 oN Closing Balance 40,178,822.00 N Month of Fiscal YTD 00 March January -March Opening Balance 40,170,487.55 39,727,663.25 Closing Balance 40,178,822.00 v� Purchases 1,658,876.21 4,044,895.71 Average Monthly Balance 40,095,891.38 Redemptions (Exch Checks) (1,650,541.76) (3,593,736.96) Monthly Distribution Yield 1.50% Check Disbursements 0.00 0.00 Closing Balance 40,178,822.00 40,178,822.00 Cash Dividends and Income 50,850.54 166,159.13 b PFM, .Asset M'-anagement LLC Account 531-00 Page 23 RE Managed Account Detail of Securities Held For the Month Ending March 31, 2020 - - -- - -- - -- City of Petaluma TREASURER'S INVESTMENTS rt531 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 U tiiiasury Bond/ Note US TREASURY NOTES 912828N89 175,000.00 AA+ Aaa 01/02/18 01/04/18 171,500.00 2.05 403.25 174,031.14 176,722.67 DTD 02/01/2016 1.375% 01/31/2021 US TREASURY NOTES 91282SP87 500,000.00 AA+ Aaa 02/15/18 02/16/18 481,230.47 2.42 489.13 494,208.49 504,296.90 DTD 02/29/2016 1.125% 02/28/2021 US TREASURY NOTES 9128284G2 476,000.00 AA+ Aaa 02/14/19 02/15/19 474,754.22 2.50 5,220.07 475,397.28 486,635.65 DTD 04/1612D18 2.375% 04/15/2021 0 US TREASURY NOTES 9128284P2 1,000,000.00 AA+ Aaa 06/03/19 06/05/19 1,013,789.06 1.90 9,951.92 1,008,017.21 1,027,031.20 DTD 05/15/2018 2.6250% OS115/2021 Z US TREASURY NOTES 912828WN6 150,000.00 AA+ Aaa 06/04/18 06/06/18 147,333.98 2.62 1,008.20 148,936.00 153,117.18 DTD 05/31/2014 2.000% 05/3112021 N t1iUS TREASURY NOTES 912828R77 900,000.00 AA+ Aaa 04/05/18 04/06/18 870,046.88 2.48 4,158.81 868,673.90 912,234.42 DTD 05/31/2016 1.375% 05/31/2021 0 J US TREASURY NOTES 912828WR7 650,000.00 AA+ Aaa 07/03/18 07/06/18 640,046.88 2.66 3,491.07 645,747.03 665,132.78 Z DTD 06/30/2014 2.125% 06/30/2021 n US TREASURY NOTES 9128284W7 500,000.00 AA+ Aaa 09/26/18 09/28/18 497,871.09 2.91 1,737.64 498,967.59 516,875.00 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 2,606.46 750,297.27 775,312.50 DTD 08/15/2018 2.750% 08/15/2021 US TREASURY NOTES 912828RC6 750,000.00 AA+ Aaa 10/31/19 11/04/19 757,324.22 1.57 2,014.08 755,674.73 768,398.40 DTD 08/15120112.125% 08/15/2021 US TREASURY NOTES 9128285V8 175,000.00 AA+ Aaa 01/29/19 01/31/19 174,747.07 2.55 925.48 174,845.45 181,890.63 DTD 01/15/2019 2.500% 01/15/2022 US TREASURY NOTES 9128285V8 675,000.00 AA+ Aaa 02/08/19 02/11/19 676,344.73 2.43 3,569.71 675,837.01 701,578.13 DTD 01/15/2019 2.500% 01/15/2022 US TREASURY NOTES 91282SV72 1,5S0,000.00 AA+ Aaa 01/07/19 01/09/19 1,521,785.16 2.50 4,870.36 1,532,858.44 1,594,078.13 DTD 01/31/20171.875% 01131/2022 US TREASURY NOTES 9128286C9 525,000.00 AA+ Aaa 02/28/19 02/28/19 524.958.98 2.50 1,658.65 524,975.47 546,492.19 DTD 02/15/2019 2.500% 02/15/2022 b M PFM Asset Management LLC Account 531-00 Page 5 4' Managed Account Detail of Securities Held For the Month Ending March 3I., 2020 City of Petaluma TREASURER'S INVESTMENTS 531 00 (12511505) ---------- Security Type/Description S&P Moody's Trade Settle Original 1lTM Accrued Amortized Market Dated Date/Coupon/Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value 1��"s6ry Bond Y Note US TREASURY NOTES 9128286C9 850,000.00 AA+ Aaa 04/01/19 04/03/19 854,947.27 2.29 2,685.44 853,272.79 884,796.88 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 2.843.41 899,370.68 936,843.75 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 1,818.14 175,086.51 181,835.94 DTD 04/15/2019 2.250% 04/15/2022 0 US TREASURY NOTES 9128282P4 7S0,000.00 AA+ Aaa 06/03/19 06/05/19 750,615.23 1.85 2,356.63 750,463.34 777,187.50 p' DTD 07/31/20171.875% 07/31/2022 Z US TREASURY NOTES 9128282SS 600,000.00 AA+ Aaa 10/03/19 10/04/19 604,921.88 1.34 847.83 604.101.14 618,656.28 o DTD 08/31/20171.625% 08/31/2022 N N US TREASURY NOTES 9128282S8 750,000.00 AA+ Aaa 08/02/19 08/05/19 748.505.86 1.69 1,059.78 748,821.98 773,320.35 o DTD 08/31/2017 1.625% 08/31/2022 O 00 UNITED STATES TREASURY NOTES 912828YKO 500,000.00 AA+ Aaa 11/12/19 11/13/19 495,449.22 1.70 3,174.5E 496,034.21 513,359.40 ZDTD 1DI15/2019 1.375% 10/15/2022 n UNITED STATES TREASURY NOTES 912828YKO 1,000,000.00 AA+ Aaa 12/02/19 12/04/19 992,968.75 1.63 6,349.04 993,755.40 1,026,718.80 DTD 10/15/2019 1.375% 10/15/2022 UNITED STATES TREASURY NOTES 91282SZ29 450,000.00 AA+ Aaa 02/03/20 02/05/20 452.197.27 1.33 1,427.88 452,084.61 465,117.21 DTD 01/15/2020 1.500% 01/15/2023 US TREASURY NOTES 912828P38 1,000,000.00 AA+ Aaa 01/02/20 01/06/20 1,004,062.50 1.61 2,932.69 1,003,760.92 1,039,687.50 DTD 02/01/2016 1.750% 01/31/2023 UNITED STATES TREASURY NOTES 912828Z86 950,000.00 AA+ Aaa 03/02/20 03/04/20 966,513.67 0.78 1,135.87 966,092.34 979,687.50 DTD 02/15/2020 1.375% 02/15/2023 Security Type Sub -Total 16,701,000.00 16,646,668.31 2.06 68,736.06 16,691,310.93 17,207,006.89 FANNIE MAE POOL 31418AE79 47,196.91 AA+ Aaa 04/05/18 04/10/18 47,008.12 2.63 98.33 47,053.24 48,892.43 DTD 04/01/2012 2.500% 05/01/202-2 Security Type Sub -Total 47,196.91 47,008.12 2.63 98.33 47,053.24 48,892.43 'b PFM Asset Management. LLC Account 531-00 Page 6 CD { N181121Qed ACCOUIlt Detail Of SeCUI'It1eS Held For the Month Ending Marcia 31, 2020 _ 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 Obligation FHLMC SERIES K013 Al 3137AA4V2 20,442.18 AA+ Aaa 06/23/17 06/28/17 20,831.05 1.60 49.44 20,450.60 20,440.58 DTD 05/01/20112.902% 08/01/2020 FNA 2010-M6 A2 31398SKA0 69,329.87 AA+ Aaa 11/14/17 11/15/17 71,323.10 1.24 191.47 69,632.58 69,329.87 DTD 10/01/2010 3.314% 09/01/2020 FHMS K714 A2 3137B6ZM6 106,208.83 AA+ Aaa 11/13/18 11/16/18 105,910.12 3.11 268.53 10S,964.93 106,167.10 DTD O1/01/2014 3.034% 10/01/2020 0 FHMS K714 A2 3137B6ZM6 148,692.36 AA+ Aaa 09/21/17 09/26/17 152,822.06 1.15 375.94 149,392.61 148,633.94 " DTD O1/O1/2014 3.034% 10/01/2020 Z FHMS KO10 A2 3137A6B27 244,310.54 AA+ Aaa 08/24/18 08/29/18 250,647.36 1.75 882.16 245.863.66 244,856.77 DTD 02/01/2011 4.333% 10/01/2020 N o FNA 2018-MS A2 3136B1XP4 108,357.46 AA+ Aaa 04/11/18 04/30/18 110,512.81 2.27 321.46 109,237.92 109,086.00 o DTD 04/01/2018 3.560% 09/01/2021 0 °O FHLMC MULTIFAMILY STRUCTURED P 3137BHXY8 125,000.00 AA+ Aaa 05/16/19 05/21/19 125,781.25 2.20 290.73 125,488.19 127,090.88 J Z DTD 05/O1/201S 2.791% 01/01/2022 n FHLMC MULTIFAMILY STRUCTURED P 3137BHXY8 125,000.00 AA+ Aaa 08/16/19 08/21/19 127,265.63 1.21 290.73 126,713.52 127,090.88 DTD 05/O1/201S 2.791% 01/01/2022 FNA 2012-MS A2 3136A63A3 96,771.04 AA+ Aaa O1/02/19 01/07/19 96,268.28 2.93 218.94 96,389.22 98,132.03 DTD OS/01/2012 2.715% 02/01/2022 FHMS K323 Al 3137FKK70 53,852.61 AA+ Aaa 12/07/18 12/14/18 53,852.18 3.05 142.44 53,852.18 54,397.10 DTD 12/01/2018 3.1740% 03/01/2022 FHMS K019 A2 3137ASNJ9 247,265.18 AA+ Aaa 03/29/19 04/03/19 245,439.67 2.65 468.16 245,894.56 250,212.40 DTD 08/01/2012 2.272% 03/01/2022 FHMS K023 Al 3137AWOG3 70,825.56 AA+ Aaa 07/12/18 07/17/18 69,035.53 2.87 93.43 69,759.24 70.858.26 DTD 12/01/2012 1.583% 04/01/2022 FHMS K023 Al 3137AWOG3 157,390.15 AA+ Aaa 03/06/18 03/09/18 153,971.83 2.58 207.62 155.509.69 157,462.82 DTD 12/01/20121.583% 04/01/2022 FHLMC MULTIFAMILY STRUCTURED P 3137BLUR7 125,000.00 AA+ Aaa 03/13/19 03/18/19 124,844.48 2.68 282.92 124,844.48 127,266.24 DTD 11/01/2015 2.716% 06/01/2022 1I o PFM Asset Management LL�C Account 531-00 Page 7 W k Yazw Managed Account Detail Of Securities Held For the Month Ending Larch 31, 2020 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 obligation1��WCoilaterzilized Mortgage FHLMC MULTIFAMILY STRUCTURED P 3137AVXN2 250,000.00 AA+ Aaa 03/28/19 04/02/19 249,023.44 2.49 490.63 249,189.66 254,957.38 DTD 12/Ol/2012 2.355% 07/01/2022 FHLMC MULTIFAMILY STRUCTURED P 3137AWOHI 275,000.00 AA+ Aaa 09/04/19 09/09/19 279,060.55 1.25 528.69 278,278.49 280,416.24 DTD 12/01/2012 2.307% 08/Ol/2022 FHMS K030 Al 3137B3N95 138,674.89 AA+ Aaa 0420118 04/25/18 138,409.46 2.78 321.15 138,413.48 140,492.00 CD DTD 08/Ol/2013 2.779% 09/01/2022 0 FANNIEMAE-ACES 3136A9MN5 186,810.73 AA+ Aaa 09/04/19 09/09/19 189,06S.59 1.44 358.21 188,634.74 190,818.42 p' DTD 10/01/2012 2.301% 09/01/2022 Z FANNIEMAE-ACES 3136ACG34 225,075.37 AA+ Aaa 06/24/19 06/27/19 227,853.65 1.70 470.51 227,232.08 231,356.52 DTD 02/01/2013 2.509% 11/01/2022 N N FHLMC MULTIFAMILY STRUCTURED P 3137BIBSO 275,000.00 AA+ Aaa 06/12/19 06/17/19 277,416.99 1.91 575.21 276,816.12 282,351.19 o DTD 05/Oi/2013 2.510% 11/01/2022 0 00 FNA 2D13-M7 A2 3136AEGO4 77,214.16 AA+ Aaa 09/11/19 09/16/19 77,695.28 1.82 146.71 77,607.37 79,074.94 J Z DTD 05/01/2013 2.280% 12/01/2022 n FNA 2013-M7 A2 3136AEGO4 100,972.35 AA+ Aaa 09/04/19 09/09/19 102,295.19 1.42 191.85 102,063.21 103,405.68 DTD 05/01/2013 2.280% 12/01/2022 FHMS J22F Al 3137FJYAl 70,165.12 AA+ Aaa 11/07/18 11/19/18 70,163.23 3.28 201.96 70,163.23 71,131.35 DTD 11/O1/2018 3.454% 05/01/2023 FHMS KP05 A 3137FKK39 72,299.48 AA+ Aaa 12/07/18 12/17/18 72,299.26 3.11 192.98 72,299.26 74,605.83 DTD 12/01/2018 3.203% 07/01/2023 FHMS K038 Al 3137BBBC3 58.346.98 AA+ Aaa 11/20/18 11/26/18 57,517.35 3.12 126.61 S7,699.95 59,188.12 DTD 06/01/2014 2.604% 10/01/2023 FHMS K727 Al 3137FARD2 163,777.33 AA+ Aaa 11/01/18 11/06/18 160,892.02 3.28 359.22 161,581.97 166,190.92 DTD 09/01/2017 2.632% 10/01/2023 FHMS K724 A2 3137BTU25 125,000.00 AA+ Aaa 03/03/20 03/0620 131,840.82 0.16 318.96 131,735.07 131,735.00 D7 D Ol/Ol/2017 3.062% I1/25/2023 FHMS K044 Al 3137BHCX3 247,039.80 AA+ Aaa 08/14/19 08/19/19 248,873.31 1.93 477.82 248,608.74 251,778.21 DTD 04/Ol/2015 2.321% 03/Ol/2024 PW Asset Management LLC Account 531-00 Page 8 Managed Account Detail of Securities field For the Month Ending March 31, 2020 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 Obligation1"*6ency Collateralized Mortgage FHMS K727 Al 3137FO3V3 110.059.36 AA+ Aaa 11/20/19 11/26/19 110,0S6.73 2.03 191.87 110,056.72 112,501.84 DTD 11/01/2019 2.0920/a 07/25/2024 Security Type Sub -Total 4,073,881.35 4,100,968.22 2.08 9,036.35 4,089,373.47 4,141,030.51 o FREDDIE MAC NOTES 3137EAEL9 500,000.00 AA+ Aaa 02/15/18 02/16/18 498,680.00 2.47 1,484.38 499,605.18 EMEMESEEM 508,538.50 DTD 02/16/2019 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 5,407.19 714,930.62 735,673.51 Zo DTD 06/25/2D18 2.750% 06/22/2021 FEDERAL HOME LOAN BANKS NOTES 3130AGLDS 525,000.00 AA+ Aaa 06/11/19 06/12/19 S23,887.00 1.98 2,296.88 524,312.03 534,493.S8 o 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 7,041.67 499,848.98 519,289.50 DTD 10/12/2018 3.000% 10/12/2021 Z FEDERAL HOME LOAN BANKS NOTES 3130AFSB9 500,000.00 AA+ Aaa 12/11/18 12/12/18 502,030.00 2.85 7,041.67 501,123.12 519,289.50 h DTD 10/12/2018 3.0009% 10/12/2021 FANNIE MAE NOTES 3135GOU92 250,000.00 AA+ Aaa 01/29/19 01/31/19 250,065.00 2.62 1,458.33 250,041.11 259,537.75 DTD 01/11/2019 2.6250/0 01/11/2022 FANNIE MAE NOTES 313SGOU92 330,000.00 AA+ Aaa 01/09/19 01/11/19 329.762.40 2.65 1,925.00 329,857.00 342,589.83 DTD 01/11/2019 2.625% 01/11/2022 FEDERAL FARM CREDIT BANKS NOTES 3133ELTN4 550,000.00 AA+ Aaa 03/10/20 03/18/20 549.246.50 0.61 105.26 549,261.23 SSO,616.00 DTD 03/18/2020 0,530% 01/18/2022 FEDERAL HOME LOAN BANK 313379069 400,000.00 AA+ Aaa 07/01/19 07/01/19 403,004.00 1.86 2,620.83 402,254.56 414,262.00 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 3,439.84 527,726.18 543,718.88 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 1.49 525.17 548,442.91 561,646.80 DTD 09/06/2019 1.375% 09/06/2022 FEDERAL HOME LOAN BANKS NOTES 3130A77E3 475,000.00 AA+ Aaa 02/2D/20 02/21/20 474,126.00 1.44 725.69 474,157.86 486,947.20 DTD 02/21/2020 1.375% 02/17/2023 PFM Asset Management LLC Account 531-00 Page 9 i• Managed Account Detail ®f Securities Held For the Month Ending Marcia 31, 2020 City of Petaluma TREASURER'S INVESTMENTS 531 00 (12511505) Security Type/Description S&P Moody's Trade Settle Original VTM Accrued Amortized Market Dated Date/Coupon/Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest 1111111111111MCost Value Security Type Sub -Total 5,820,000.00 5,822,123.20 2.12 34,071.91 5,821,560.78 5,976,603.05 Managed Account Sub -Total Aaikef Mutual Fund 26,642,078.26 26,616,767.85 2.08 111,942.65 26,649,298.42 27,373,532.88 CAMP Pool 40,178,822.00 AAAm NR 40,178,822.00 0.00 40,178,822.00 40,178,822.00 Money Market Sub -Total 40,178,87-2.00 40,178,822.00 0.00 40,178,822.00 40,178,822.00 Securities Sub -Total $66,820,900.26 $66,795,589.85 2.08% $111,942.65 $66,828,120.42 $67,552,354.88 Accrued Interest $111,942.65 Total Investments $67,664,29753 PFMI Asset Management LLC Account 531-00 Page 10