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HomeMy WebLinkAboutItem 08 - Periodic Quarterly Report of Investments as of March 31, 2021 Finance and Management Services https://www.santa-ana.org/finance Item # 8 City of Santa Ana 20 Civic Center Plaza, Santa Ana, CA 92701 Staff Report May 18, 2021 TOPIC: Periodic Quarterly Report of Investments as of March 31, 2021 AGENDA TITLE: Receive and File Quarterly Report of Investments as of March 31, 2021 RECOMMENDED ACTION Receive and file. DISCUSSION California Code Section 53646 (b) states that if a quarterly report is rendered to the legislative body, the quarterly investment report shall be submitted within 30 days following the end of the quarter covered by the report. In an effort to meet the statutory requirement, Finance & Management Services Agency (“FMSA”) submits the Report via email for review and distribution to the City Council in advance. The report was emailed for distribution on April 27, 2021. The legislation specifies that this quarterly report contain the seven major elements listed below: 1. Type of investments, 2. Date of maturity, 3. Par and dollar amounts invested in each security, 4. Weighted average maturity of the investments, 5. Market value as of the date of the report, 6. Source of the market value information, and 7. Any funds, investments or programs, including loans, under the management of contracted parties. These specifications include a statement outlining the ability of the City to meet the budgeted expenditures for the subsequent six months be submitted to the City Council on a quarterly basis. Staff performs an end-of-month expenditure analysis to comply with the expenditure requirement and a statement confirming the ability to meet this requirement in the monthly and quarter-ending Treasurer’s Report. The information is in compliance with State law and the City’s Investment Policy. Quarterly Report of Investments May 18, 2021 Page 2 1 7 2 7 The attached Treasurer’s Report (Exhibit 1) accurately reflects all pooled investments held on behalf of the City as of March 31, 2021. The attached, Exhibit 2, Cash held by Bank and Cash held by Fund(s) Listing, is a new schedule of cash by funds added to the monthly and quarterly Report of Investments to enhance FMSA’s reporting and transparency. The following two tables represent: (1) percentage limits set by the City’s Investment Policy and State Law and shows respective City investment portfolio investment types, amounts, and percentages; and (2) the restricted cash balance as of March 31, 2021. Type of Investment Amounts Invested $ Portfolio % COSA Policy Limits % State Law Limits % Federal Farm Credit Bank (FFCB)$34,909,210 11.14%None None Federal Home Loan Bank (FHLB)$61,649,608 19.67%None None Federal Home Loan Mortgage Corp. (FHLMC)$58,791,250 18.76%None None Federal National Mortgage Association (FNMA)$83,201,540 26.54%None None Local Agency Investment Fund (LAIF)$74,884,521 23.89%None None Sub- Total:$313,436,130 100%None None Cash :$57,450,422 Total:$370,886,552 Restricted Cash In $ Restricted Cash †,$2,140,023 Total $2,140,023 † Restricted cash is held by various Trustees such as Bank of New York Mellon; US Bank; Signature Bank; and State of California Condemnation Fund. Restricted Cash is segregated from cash used for daily operations. The following City investment portfolio graph represents percentages within the respective investment types as of March 31, 2021. Quarterly Report of Investments May 18, 2021 Page 3 1 7 2 7 The following two tables represent, as of March 31, 2021: (1) the aggregate Average Market Yield To Date (AMTD); and (2) the breakdown of by investment type. Aggregate Average Market Yield To Date Average Month To Date (AMTD)0.840% Investments Par Value of Investments YTM % of Portfolio LAIF $74,884,521 0.357%23.89%0.085% Federal Agency Securities $238,551,609 0.991%76.11%0.754% $313,436,130 0.840%100.00%0.840% Cash held by Bank and Cash by Fund(s) Listing (Exhibit 2) The above-referenced exhibit (Exhibit 2) includes a comparison of bank balances between each City Cash account including Investments; Cash held at a City designated financial institution; Cash on Hand; and Restricted Cash versus the Cash held by various Fund(s). ENVIRONMENTAL IMPACT There is no environmental impact associated with this action. FISCAL IMPACT There is no fiscal impact associated with this action. Quarterly Report of Investments May 18, 2021 Page 4 1 7 2 7 EXHIBIT(S) 1. Treasurer’s Report 2. Cash Held by Bank and Cash Fund(s) Listing Submitted By: Kathryn Downs, FMSA Executive Director Approved By: Kristine Ridge, City Manager Investments Local Agency Investment Funds Federal Agency Coupon Securities Investments Cash Passbook/Checking (not included in yierd calculations) Total Cash and Investments Total Earnings Current Year Average Daily Balance Par Value 74,884,521.43 238,800,000.00 313,684,521.43 57,450,421.83 371,134,943.26 March 31 Month Ending 216,244.10 367,161,988.23 City of Santa Ana Portfolio Management Portfolio Summary March 31, 2021 Market Value 74,884,521.43 238,549,273.75 313,433,795.18 57,450,421.83 370,884,217.01 Fiscal Year To Date 2,326,690.97 347,369,752.95 Book Value 74,884,521.43 238,551,608.58 313,436,130.01 57,450,421.83 370,886,551.84 Effective Rate of Return 0.69% 0.89% EXHIBIT 1 %of Days to YTMIC Portfolio Term Maturity 23.89 0.357 76.11 1,733 450 0.991 100.00% 1,319 343 0.840 0.000 1,319 343 0.840 This report contains all the required information in SB 866 and SB 564 and accurately reflects all pooled investments held during this reporting period on behalf of the City and the City of Santa Ana acting on behalf of the Community Redevelopment Agency. The information reported herein is in compliance with State law and the City's Investment Policy. Based on liquidity of investments, the City of Santa Ana is able to meet budgeted expenditure requirements for the next six months, barring any catastrophic natural disasters. Market pricings are obtained through the City's third party trust services at BNY Mellon Trust. · J<lr,-May 4, 2021 kJlhryn Dov,,m.j�l;a�4, .-07112:1-4 PDTI Finance & Mgmt Services Agency, Reporting period 03/01/2021-03/31/2021 Run Date: 04/20/2021 -15:23 Portfolio GOSA CP PM (PRF _PM1) 7.3.0 Report Ver. 7.3.5 YTM/C 365 Page 1 Par Value Book Value Maturity Date Stated RateMarket Value March 31, 2021 Portfolio Details - Investments Average BalanceIssuer Portfolio Management City of Santa Ana Days to Maturity YTM/C 360CUSIPInvestment # Purchase Date Local Agency Investment Funds 0.357Local Agency Investment FundLAIFCITY 74,884,521.43 74,884,521.43 0.35774,884,521.43 0.352LAIFCITY 1 74,884,521.43 0.35274,884,521.4374,884,521.4374,884,521.43Subtotal and Average 0.357 1 Cash in Banks 0.458EMERGENCY CARES FUNDCARES 0.00 0.00 0.45808/06/2020 0.00 0.452LAIF CARES 1 0.00 0.0000.000.0062,181,213.06Subtotal and Average 0.000 0 Federal Agency Coupon Securities 2.670Federal Farm Credit Bank13868 925,000.00 924,195.25 10/23/20232.65001/29/2019 980,786.75 2.6343133EJ5W5 935 2.619Federal Farm Credit Bank13876 3,000,000.00 2,998,740.00 02/27/20242.61003/04/2019 3,194,310.00 2.5833133EKBW5 1,062 2.430Federal Farm Credit Bank13884 2,000,000.00 1,975,960.00 05/15/20232.12503/15/2019 2,082,800.00 2.3963133ECPM0 774 1.920Federal Farm Credit Bank13897 1,500,000.00 1,512,465.00 09/05/20232.12506/10/2019 1,568,010.00 1.8943133EKPG5 887 1.420Federal Farm Credit Bank13932 2,500,000.00 2,496,700.00 10/11/20221.37510/11/2019 2,545,875.00 1.4013133EKY91 558 1.606Federal Farm Credit Bank13934 5,000,000.00 5,003,650.00 10/23/20231.62510/23/2019 5,170,900.00 1.5843133EK3M6 935 0.690Federal Farm Credit Bank13974 6,000,000.00 6,000,000.00 07/22/20250.69007/22/2020 6,005,880.00 0.6813133ELX33 112 0.530Federal Farm Credit Bank13988 5,000,000.00 5,000,000.00 09/29/20250.53009/29/2020 4,925,200.00 0.5233133EMBH4 181 0.550Federal Farm Credit Bank13991 5,000,000.00 4,997,500.00 11/03/20250.54011/03/2020 4,885,250.00 0.5433133EMFR8 581 0.800Federal Farm Credit Bank14005 4,000,000.00 4,000,000.00 03/09/20260.80003/09/2021 3,957,440.00 0.7893133EMSU7 707 1.980Federal Home Loan Bank13825 3,175,000.00 3,170,488.33 01/10/20221.95001/11/2017 3,220,466.00 1.9533130AAKW7 284 1.750Federal Home Loan Bank13834 3,000,000.00 3,000,000.00 04/07/20211.75004/07/2017 3,000,840.00 1.7263130AB5A0 6 1.815Federal Home Loan Bank13845 5,000,000.00 5,000,000.00 06/27/20221.81506/27/2017 5,102,100.00 1.7903130ABBNS1 452 2.699Federal Home Loan Bank13854 1,500,000.00 1,486,650.00 03/10/20232.50005/31/2018 1,567,410.00 2.6623130ADMX7 708 2.541Federal Home Loan Bank13873 2,000,000.00 1,996,220.00 02/13/20242.50002/27/2019 2,126,580.00 2.5063130AFW94 1,048 2.380Federal Home Loan Bank13889 3,000,000.00 2,999,250.00 03/08/20242.37504/29/2019 3,182,970.00 2.3483130AB3H7 1,072 0.580Federal Home Loan Bank13996 4,000,000.00 4,000,000.00 01/28/20260.58001/28/2021 3,919,320.00 0.5723130AKPQ3 302 0.520Federal Home Loan Bank13997 5,000,000.00 5,000,000.00 01/28/20260.52001/28/2021 4,888,750.00 0.5133130AKU53 118 0.500Federal Home Loan Bank13998 6,000,000.00 6,000,000.00 01/28/20260.50001/28/2021 5,872,860.00 0.4933130AKN69 302 0.600Federal Home Loan Bank13999 5,000,000.00 5,000,000.00 02/25/20260.60002/25/2021 4,910,050.00 0.5923130ALA53 330 0.625Federal Home Loan Bank14001 5,000,000.00 5,000,000.00 02/24/20260.62502/24/2021 4,917,150.00 0.6163130ALBM5 145 0.375Federal Home Loan Bank14002 5,000,000.00 5,000,000.00 02/25/20250.37502/25/2021 4,922,300.00 0.3703130ALB52 330 0.500Federal Home Loan Bank14003 4,000,000.00 4,000,000.00 03/10/20250.50003/10/2021 3,967,880.00 0.4933130ALDZ4 162 0.500Federal Home Loan Bank14004 4,000,000.00 4,000,000.00 09/24/20240.50003/24/2021 3,992,880.00 0.4933130ALKN3 176 0.663Federal Home Loan Bank14007 6,000,000.00 5,997,000.00 03/17/20250.65003/29/2021 5,983,800.00 0.6543130ALLP7 77 1.936Federal Home Loan Mortgage Co.13839 5,000,000.00 4,997,500.00 06/29/20221.92506/29/2017 5,109,000.00 1.9093134GBVA7 454 3.000Federal Home Loan Mortgage Co.13853 2,800,000.00 2,800,000.00 05/26/20233.00005/30/2018 2,812,600.00 2.9593134GSMF9 55 2.560Federal Home Loan Mortgage Co.13890 3,000,000.00 3,000,000.00 05/14/20242.56005/14/2019 3,007,740.00 2.5253134GTLS0 43 1.800Federal Home Loan Mortgage Co.13938 3,000,000.00 3,000,000.00 01/16/20251.80001/16/2020 3,008,070.00 1.7753134GUS92 106 0.821Federal Home Loan Mortgage Co.13962 5,000,000.00 4,995,000.00 05/05/20250.70005/05/2020 4,982,400.00 0.8093134GVQX9 34 Portfolio COSA CP Run Date: 04/20/2021 - 15:23 PM (PRF_PM2) 7.3.0 Report Ver. 7.3.5 EXHIBIT 1 YTM/C 365 Page 2 Par Value Book Value Maturity Date Stated RateMarket Value March 31, 2021 Portfolio Details - Investments Average BalanceIssuer Portfolio Management City of Santa Ana Days to Maturity YTM/C 360CUSIPInvestment # Purchase Date Federal Agency Coupon Securities 0.755Federal Home Loan Mortgage Co.13964 5,000,000.00 4,998,750.00 05/28/20250.75005/28/2020 4,992,450.00 0.7453134GVVX3 57 0.700Federal Home Loan Mortgage Co.13967 6,000,000.00 6,000,000.00 06/25/20250.70006/25/2020 5,977,860.00 0.6903134GVR26 85 0.650Federal Home Loan Mortgage Co.13968 6,000,000.00 6,000,000.00 06/30/20250.65006/30/2020 5,964,900.00 0.6413134GVT99 455 0.570Federal Home Loan Mortgage Co.13979 6,000,000.00 6,000,000.00 07/15/20240.57007/15/2020 6,002,640.00 0.5623134GV5R5 105 0.500Federal Home Loan Mortgage Co.13987 5,000,000.00 5,000,000.00 09/30/20250.50009/30/2020 4,874,100.00 0.4933134GWUE4 547 0.540Federal Home Loan Mortgage Co.13989 6,000,000.00 6,000,000.00 10/27/20250.54010/27/2020 5,848,020.00 0.5333134GW4Z6 574 0.500Federal Home Loan Mortgage Co.13995 6,000,000.00 6,000,000.00 12/30/20250.50012/30/2020 5,851,620.00 0.4933134GXJL9 273 1.742Federal Nat'l Mtg. Assoc.13820 4,400,000.00 4,301,660.00 08/17/20211.25011/18/2016 4,417,556.00 1.7193135G0N82 138 2.689Federal Nat'l Mtg. Assoc.13850 2,000,000.00 1,971,780.00 01/19/20232.37503/28/2018 2,079,580.00 2.6533135G0T94 658 2.647Federal Nat'l Mtg. Assoc.13856 1,000,000.00 971,950.00 04/05/20221.87505/31/2018 1,017,680.00 2.6113135G0T45 369 2.702Federal Nat'l Mtg. Assoc.13857 1,000,000.00 971,400.00 10/05/20222.00005/31/2018 1,027,880.00 2.6653135G0T78 552 1.664Federal Nat'l Mtg. Assoc.13940 5,000,000.00 4,990,750.00 01/07/20251.62501/15/2020 5,191,800.00 1.6413135G0X24 1,377 1.651Federal Nat'l Mtg. Assoc.13941 5,000,000.00 4,994,000.00 10/15/20241.62501/15/2020 5,194,300.00 1.6293135G0W66 1,293 0.750Federal Nat'l Mtg. Assoc.13965 5,000,000.00 5,000,000.00 06/16/20250.75006/16/2020 4,980,150.00 0.7403136G4WV1 1,537 0.800Federal Nat'l Mtg. Assoc.13966 5,000,000.00 5,000,000.00 06/17/20250.80006/17/2020 4,991,250.00 0.7893136G4WQ2 77 0.700Federal Nat'l Mtg. Assoc.13970 6,000,000.00 6,000,000.00 06/30/20250.70006/30/2020 5,964,420.00 0.6903136G4XU2 90 0.410Federal Nat'l Mtg. Assoc.13971 6,000,000.00 6,000,000.00 07/13/20230.41007/13/2020 6,001,140.00 0.4043136G4YW7 103 0.510Federal Nat'l Mtg. Assoc.13976 8,000,000.00 8,000,000.00 07/28/20250.51007/28/2020 7,872,400.00 0.5033136G4D42 848 0.650Federal Nat'l Mtg. Assoc.13977 6,000,000.00 6,000,000.00 08/14/20250.65008/14/2020 5,937,720.00 0.6413136G4C43 1,596 0.560Federal Nat'l Mtg. Assoc.13978 6,000,000.00 6,000,000.00 08/12/20250.56008/12/2020 5,914,860.00 0.5523136G4G98 498 0.530Federal Nat'l Mtg. Assoc.13990 6,000,000.00 6,000,000.00 10/28/20250.53010/28/2020 5,893,320.00 0.5233136G45Q2 575 0.625Federal Nat'l Mtg. Assoc.13992 5,000,000.00 5,000,000.00 11/25/20250.62511/25/2020 4,927,050.00 0.6163135GA4V0 603 0.600Federal Nat'l Mtg. Assoc.13993 6,000,000.00 6,000,000.00 12/17/20250.60012/17/2020 5,900,400.00 0.5923135GAAN1 260 0.650Federal Nat'l Mtg. Assoc.13994 6,000,000.00 6,000,000.00 12/10/20250.65012/10/2020 5,914,560.00 0.6413135G06J7 70 238,551,608.58 0.978238,549,273.75238,800,000.00230,096,253.74Subtotal and Average 0.991 450 0.828367,161,988.23 313,684,521.43 0.840 343313,433,795.18 313,436,130.01Total and Average Portfolio COSA CP Run Date: 04/20/2021 - 15:23 PM (PRF_PM2) 7.3.0 YTM/C 365 Page 3 Par Value Book Value Stated RateMarket Value March 31, 2021 Portfolio Details - Cash Average BalanceIssuer Portfolio Management City of Santa Ana Days to Maturity YTM/C 360CUSIPInvestment # Purchase Date Cash in Banks 0.000CITY OF SANTA ANAPETTY CASH 91,053.00 91,053.0003/01/2021 91,053.00 0.000PETTY CASH 1 0.000JP MORGAN CHASE13943 3,731,070.57 3,731,070.5707/01/2020 3,731,070.57 0.000HOUSING 1 0.000JP MORGAN CHASE37983 774,170.67 774,170.67774,170.67 0.000WORKERS COMPENS 1 0.000JP MORGAN CHASE38130 5,270,402.51 5,270,402.515,270,402.51 0.000GENERAL LIABILI 1 0.000JP MORGAN CHASE8695 50,646.54 50,646.5407/01/2020 50,646.54 0.000PROPERTY MANAGE 1 0.000JP MORGAN CHASEPROP MGMT 2 7,300.00 7,300.0003/01/2021 7,300.00 0.000PROPERTY MGMT 2 1 0.000JPMorgan Chase0112 258,507.51 258,507.51258,507.51 0.000HEALTHCARE SPEN 1 0.000JPMorgan Chase7962 397,776.08 397,776.08397,776.08 0.000COMMISSARY 1 0.000JPMorgan Chase9500 46,175,635.46 46,175,635.4646,175,635.46 0.000GENERAL ACCOUNT 1 0.000Santa Ana Federal Credit UnionFSS 693,859.49 693,859.49693,859.49 0.000FSS 1 0.00 0.828367,161,988.23 371,134,943.26 0.840 343 1Average Balance 370,884,217.01 370,886,551.84Total Cash and Investments Portfolio COSA CP Run Date: 04/20/2021 - 15:23 PM (PRF_PM2) 7.3.0 Quarterly Report of Investments as of March 31, 2021 Exhibit 2 - Cash held by Bank and Cash by Fund(s) Listing Page 1 of 3 Investments Amount Bank of New York Mellon - Investment Custodian 238,551,609 Local Agency Investment Fund (L.A.I.F)74,884,521 Total - Investments 313,436,130 Cash Held at City Financial Institution(s) and Cash on Hand Amount General Account 46,175,635 General Liability Account 5,270,403 Housing Account 3,731,071 Workers Compensation Account 774,171 Santa Ana Federal Credit Union - Family Self Sufficiency (FSS-Housing) 693,859 Commissary Account 397,776 Flexible Benefit Spending Account 258,508 Property Management Account 50,647 Property Management - Phase 2 Account 7,300 Petty Cash 91,053 Total - Cash Held at City Financial Institution(s) and Cash on Hand 57,450,422 Restricted Cash Amount Signature Bank - Streetlight Project 1,319,724 US Bank - Pension Stability Funds (Section 115 Trust with PARS)521,789 Bank of New York Mellon - Various 120,632 US Bank - Warner Industrial Community 105,346 State of California Condemnation Fund - Right of Way Deposits 72,525 US Bank - Gas Tax Bonds 6 Total - Restricted Cash 2,140,023 Total Cash Held City at Financial Institution(s), Cash on Hand and Restricted Cash 373,026,575 Cash by Fund(s) - Total (see below for listing)373,026,575 Fund Fund description Amount 011 GENERAL FUND 45,537,292 012 CANNABIS PUBLIC BENEFIT 12,293,915 016 CASP CERTIFICATION & TRAINING 236,486 020 OTS-TRAFFIC OFFENDER PROGRAM 40,618 021 PRCSA CATV FUND 1,208,599 022 PRCSA FEE & DONATION 471,410 023 INMATE WELFARE FUND 1,311,822 024 PD ATHLETIC ACTIVITIES LEAGUE (68,396) 025 IDB & EZ VOUCHER MONITORING 359,799 026 ASSET FORFEITURE FUND 135,087 027 PARKING FUND (111,144) 029 SPECIAL GAS TAX 24,441,061 030 PROP 1B BOND ACT OF 2006 152,330 031 AIR QUALITY IMPR. (AB 2766)1,476,024 032 MEASURE M-STREET CONSTRUCTION (3,108,952) 033 NEW TRANSPO SYS IMPR AREA B 540,591 034 NEW TRANSPO SYS IMPR AREA E 1,544,467 035 NEW TRANSPO SYS IMPR AREA F 1,554,332 041 TRANSP SYS IMPR AREA A-2 328,663 042 TRANSPO SYS IMPR AREA B 9,493 048 TRANSPO SYS IMPR AREA C-2 212,036 049 TRANSPO SYS IMPR AREA G 97,731 051 CAPITAL OUTLAY FUND 5,198,014 053 CITY SERVICES 7,215,666 054 SANITARY SEWER CAPITAL 23,791,338 055 SEWER CONNECTION FEE 12,069,755 056 SANITARY SEWER SERVICE 6,891,756 057 FED CLEAN WATER PROTECTION ENT 5,024,993 EXHIBIT 2 Quarterly Report of Investments as of March 31, 2021 Exhibit 2 - Cash held by Bank and Cash by Fund(s) Listing Page 2 of 3 058 RESIDENTIAL STREET IMPROVEMENT 4,266,946 059 SELECT STREET CONSTRUCTION 18,747,538 060 WATER REVENUE 42,689,965 066 ACQUISITION & CONSTRUCTION 3,576,206 067 REGIONAL TRANSP CENTER (1,770,966) 068 SANITATION FUND 6,697,793 069 REFUSE COLLECTION SERVICE 5,686,635 070 EQUIPMENT REPLACEMENT FUND 6,503,973 071 CENTRAL SERVICES (47,700) 073 BUILDING MAINT FUND 1,359,706 074 CIVIC CENTER MAINTENANCE (2,467,249) 075 FLEET MAINTENANCE/STORES 970,649 076 STORES & PROPERTY CONTROL (664,660) 078 RETIREMENT SYSTEM (4,496,382) 080 LIABILITY AND PROPERTY INS FND 17,826,368 081 EMPLOYEE GROUP INSURANCE (817,069) 082 WORKERS COMPENSATION FUND 16,154,555 083 PAYROLL REVOLVING 6,078,802 085 CITY YARD OPERATION 114,866 086 PUB WKS ENG/PROJ MGMT (912,983) 087 PT RETIREMENT FUND 7,249 088 QUALITY SERVICE TRAINING 400,463 089 CA SEISMIC HAZARD PROGRAM 42,538 090 ORANGE CO SANITATION DIST 2&3 1,358,058 093 BUSINESS IMPROVEMENT DISTRICT 63,372 094 INTEREST AGENCY 988 095 POLICE COMMISSARY ACCOUNT 376,997 096 SA TOURISM MARKETING DISTRICT 68,358 100 SECTION 457 FIDUCIARY ADMIN 46,407 101 PUB WKS-ADMIN & PLANNING 3,270,755 103 PMA RETIREE HEALTH INSURANCE 8,104 104 SEIU RETIREE HEALTH INSURANCE 20,239 106 MGMT RETIREE HEALTH INSURANCE 8,578 107 UC RETIREE HEALTH INSURANCE 2,027 109 INFO SYS STRATEGIC PLAN 12,939,270 120 FIRE FACILITIES FUND 1,800,905 121 SPECIAL REPAIR/DEMOLITION 325,723 122 EMERGENCY & HEALTH GRANTS 8,147,532 123 WORKFORCE INVESTMENT ACT (620,731) 124 ORANGE COUNTY SSA GRANTS (82,336) 125 OES UASI (1,216,246) 127 D.O.J. GRANT FUND (59,494) 128 POLICE BLOCK GRANTS 1,138,641 130 HOME PROGRAM FEDERAL GRANT 1,178,156 133 HOUSING AUTHORITY-ISSUER FEE 2,728,000 135 COMMUNITY DEV BLOCK GRANT (1,251,715) 136 HOUSING AUTHORITY-VOUCHER HAP 1,716,499 137 HOUSING AUTHORITY- MAINSTREAM - 138 HOUSING AUTHORITY-MS 5 155,785 139 HOUSING AUTHORITY-NEW CONSTR 98,443 140 HOUSING AUTHORITY-VOUCHER ADM 2,036,669 142 NSP FEDERAL GRANT 1,319,108 143 CALHOME MFGD HSG LOAN 581,763 144 PRISON TO EMPLOYMENT PROGRAM (375,109) 145 RENTAL REHABILITATION GRANT 392,875 147 FEDERAL AID SAFETY PROGRAM (966,667) 148 TRAFFIC SYSTEM MGMT GRANT (4,654,853) 149 WIC ASSESSMENT DIST ST IMPRV 32,530 150 CAL LIBRARY SERVICES ACT - 152 PUBLIC LIBRARY GRANT FUND 36,856 153 LIBRARY GRANTS 42,388 154 LIBRARY SVCS & TECHNOLOGY ACT 1,375 155 OCJP GRANT 36,355 157 HSG ADMIN CARES ACT COVID-19 214 158 PLANNING GRANTS PROGRAM (108,394) 160 HSG HAP CARES ACT COVID-19 - Quarterly Report of Investments as of March 31, 2021 Exhibit 2 - Cash held by Bank and Cash by Fund(s) Listing Page 3 of 3 161 PRCSA CAPITAL GRANTS (116,700) 162 ENERGY CONSERVATION PROGRAM 94,545 164 PUB WKS-WTR QUALITY & CONTROL (806,518) 165 OFFICE OF SAFETY GRANT 202,196 166 US DOJ ASSET FORFEITURE FUND 1,132,981 167 US TREASURY ASSET FORFEITURE 142,462 169 RECREATION GRANTS FUND 339,442 170 MS5 HAP CARES ACT COVID-19 (171,469) 172 NATL RECREATION TRAILS FND ACT 17,037 173 CARES ACT -CDA - 174 CARES ACT - FMSA - 175 CARES ACT - CESF (368,122) 176 CARES ACT - State (3,349) 177 EMERGENCY RENTAL ASSISTANCE PG 9,876,219 178 COVID RELIEF FUND (17,999) 201 LOCAL DRAINAGE AREA NO 1 132 202 LOCAL DRAINAGE AREA NO 2 1,420 203 LOCAL DRAINAGE AREA NO 3 750,317 204 LOCAL DRAINAGE AREA NO 4 1,049 205 LOCAL DRAINAGE AREA NO 5 596 206 LOCAL DRAINAGE AREA NO 6 875 207 LOCAL DRAINAGE AREA NO 7 192,960 209 LOCAL DRAINAGE AREA NO 9 728 210 LOCAL DRAINAGE AREA NO 10 17,062 211 LOCAL DRAINAGE AREA NO 11 221 212 LOCAL DRAINAGE AREA NO 12 13 213 LOCAL DRAINAGE AREA NO 13 2,681 221 LOCAL DRAINAGE AREA I 915,929 222 LOCAL DRAINAGE AREA II 218,325 223 LOCAL DRAINAGE AREA III 417,364 224 LOCAL DRAINAGE AREA IV 511,253 225 LOCAL DRAINAGE AREA V 252,337 226 LOCAL DRAINAGE AREA VI 201,135 301 REC/COMM SVS 5,006 311 RESIDENTIAL DEVELOP DISTRICT 1 2,888,234 312 RESIDENTIAL DEVELOP DISTRICT 2 3,776,698 313 RESIDENTIAL DEVELOP DISTRICT 3 11,191,180 314 RESIDENTIAL DEVELOP DISTRICT 4 631,071 400 POLICE UUT LEASE REVENUE BONDS 2,989,726 403 SCAG GRANTS 750 404 COSA 2014 LEASE FINANCING 2,966,517 405 FEDERAL HOPWA PROGRAM GRANT - 417 INCLUSIONARY HOUSING FEE 10,436,730 418 CDA - PEEBLER CAPITAL FUND 5,129,527 607 HOUSING AUTHORITY LMIHF 3,651,018 652 2003A SERIES TAX ALLOC BOND 0 653 COSA S MAIN COMML CORRIDOR - 654 2011A SERIES TAX ALLOC BOND 9,630 655 2018A SERIES TAX ALLOC BOND 11,762 658 2003B SERIES ALLOC BOND 5,514 670 COSA RDA 432,405 671 COSA RDA OBLIGATION RETIREMENT 2,043,616 980 SAN JUANQUIN TRANS CORRIDOR (746) 981 EASTERN FOOTHILL TRANS CORRIDO - 991 TRAN SYS IMP AUT C-2 TUSTIN 2,160,306 992 TRAN SYS IMP AUT AREA D-TUSTIN 11,007,019 993 WIC ASSESSMENT DISTRICT 309,360 998 TREASURERS AGENCY COLLECTIONS 223,937 999 Lawson Clearing 1,579 Reconciling Item(s) - Various*(48,838) Reconciling Item(s) - Various: A difference between Cash held by Financial Institution, Fiscal Agent and Cash on Hand exists when comparing to Cas Fund due, to reconciling items such as timing of payments; outstanding checks; and deposits in transit