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HomeMy WebLinkAbout5F 2017 2nd Quarter Investment Report 4646 Dakota Street SE Prior Lake, MN 55372 CITY COUNCIL AGENDA REPORT MEETING DATE: AUGUST 21, 2017 AGENDA #: 5F PREPARED BY: JASON ETTER, ACCOUNTING MANAGER PRESENTED BY: CATHY ERICKSON, FINANCE DIRECTOR AGENDA ITEM: CONSIDER APPROVAL OF 2ND QUARTER 2017 INVESTMENT REPORT DISCUSSION: Introduction The purpose of this agenda item is for the Council to consider approval of the in- vestment report for the second quarter of 2017. Current Circumstances Staff has prepared a list of investments as of June 30, 2017. The Investment Re- port Summary Narrative provides some supplementary information with respect to the investments currently held and the allowable forms of investments permitted by Minnesota Statute. The investment software provides the ability to generate reports and charts by bro- ker, security type, maturities, etc. The software also enables staff to track interest earned on an accrual basis versus a cash basis as well as changes in market value. Conclusion The City Council should approve the quarterly investment report. ALTERNATIVES: 1. Motion and second as part of the consent agenda to approve the 2017 2nd Quarter Investment Report as submitted. 2. Motion and second to remove the Investment Report from the consent agenda for additional discussion. RECOMMENDED MOTION: Alternative 1. 2 INVESTMENT REPORT SUMMARY NARRATIVE The attached “Investment Portfolio – Detail, by Broker” identifies the various types of investments and the brokers/banks the City of Prior Lake uses for investment purposes. As of June 30, 2017, the balance of the investment portfolio is $28,170,763. This is an increase of $4M from March 31, 2017, due to the issuance of the 2017A bond proceeds. The ‘weighted average yield to maturity at cost’ of the investment portfolio is currently 1.44% which is a decrease from 1.68% as of March 31. The yield will fluctuate due in part to the balances that are in the short-term money market accounts and the very low rate that is paid on money market funds. At the end of June, the balance in the 4M money market was $8.5M. It continues to be challenging to find competitive rates for short-term investments---30 to 120-day ma- turities. These short-term securities are necessary to meet cash flow needs for payments to vendors (including construction contracts) and payroll. The following table shows the treasury rates for the 2nd quarter of 2017 compared to the previous two years: As rates decrease, the market value of the existing securities will increase. As of June 30, 2017, the market value of the portfolio is greater than the cost of the investments by $47K. The change in the fair value of the securities is adjusted against interest earnings in each of the funds. This is a paper gain for the second quarter of 2017; no actual gain is realized because the City holds the securities until maturity. - 0.50 1.00 1.50 2.00 2.50 1 mo 3 mo 6 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr US Treasury Yield Curve 6/30/15 6/30/16 6/30/17 3 During the second quarter of 2017, the chart below shows how rates, especially mid to long-term se- curities, have remained flat. Current long-term rates being offered by financial institutions continues to be very low. As the attached chart titled Investment Portfolio – Diversification, by Maturity Range indicates, approx- imately 32% or $9.4 million matures within 1 month. Of that total, $8.5 million is in the 4M investment pool which is currently generating the highest money market interest rates. These funds will be in- vested as the appropriate security (type, rate, and maturity) becomes available. Staff continues to look for opportunities to invest our short-term funds. Revision to the City’s investment policy is cur- rently being reviewed for possible updates. The City’s investment portfolio amount is a pool of funds identified on the monthly Treasurer’s Report. As shown on the June Treasurer’s Report, the balance of cash and investments, is $35.6M. Of this balance, $28.9M is investments and $6.7M is cash. Because City funds are pooled for investment purposes, interest is allocated to each fund monthly, and is based upon each individual fund’s propor- tionate share of the total amount. Overall, the total investment pool does not represent excess re- serves but rather available financial resources. In most instances, these funds were established and restricted for specific and designated purposes by either Minnesota Statutes or City Code to accom- plish the goals and objectives of the City. The constraints for each of the funds are noted on the Treasurer’s Report. Investments for local governments are restricted to only those permitted by Minnesota Statutes. Per the City of Prior Lake Investment Policy, the City has chosen to limit its allowable investments as fol- lows: 1. Bonds, notes certificates of indebtedness, treasury bills or other securities now or hereafter issued by the United States of America, its agencies and al- lowable instrumentalities; 2. Interest bearing checking and savings accounts, or any other investments constituting direct obligations of any bank; - 0.25 0.50 0.75 1.00 1.25 1.50 1.75 2.00 2.25 2.50 2.75 1 mo 3 mo 6 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr US Treasury Yield Curve 4/30/17 5/31/17 6/30/17 4 3. Certificates of deposit at state and federally chartered institutions that are lim- ited to the amount of coverage provided by the Federal Deposit Insurance Corporation; 4. Money market accounts that are invested in above referenced government se- curities; 5. State and local securities which have at the time of investment one of the three highest credit ratings by a nationally recognized rating agency; 6. Investments may be made only in those savings banks or savings and loan associations the shares, or investment certificates of which are insured by the Federal Deposit Insurance Corporation; 7. Investment products that are considered as derivatives are specifically ex- cluded from approved investments. The breakdown of all security types held by the City is shown graphically in the attached document titled Investment Portfolio – Diversification, by Security Type. The investment policy also requires that all investment maturities shall not extend beyond ten (10) years with no more than 20% maturing beyond five (5) years. Change from one 6/30/2016 9/30/2016 12/31/2016 3/31/2017 6/30/2017 year prior Market Value 5,798,579 5,874,655 5,710,646 4,301,259 9,371,136 3,572,557 1 1 1 1 1 0 0.06% 0.06% 0.25% 0.34% 0.59%0.53% Fixed Income Assets 17,987,700 19,823,000 20,445,000 19,836,276 18,799,627 811,927 18,294,310 20,096,281 20,533,421 19,905,497 18,846,876 552,566 1,074 988 873 909 824 (250) 634 518 437 405 457 (177) 2.12% 1.95% 1.90% 1.97% 1.86%-0.25% Total Portfolio Value 23,786,279 25,697,655 26,155,646 24,137,535 28,170,763 4,384,484 24,092,889 25,970,936 26,244,067 24,206,756 28,218,012 4,125,123 79,372 67,230 88,612 66,954 100,992 21,620 306,610 273,282 87,084 69,221 47,249 (259,361) 812 763 683 747 550 (262) 479 400 342 333 305 (174) 1.61% 1.52% 1.54% 1.68% 1.44% -0.18% BENCHMARK 90 Day T-Bill 0.27% 0.29% 0.51% 0.76% 1.03% 0.76% 0.36% 0.47% 0.62% 0.91% 1.14% 0.78% 0.46% 0.59% 0.85% 1.03% 1.24% 0.78% Weighted Average Yield to Maturity @ Cost CITY OF PRIOR LAKE, MINNESOTA Quarterly Investment Report June 30, 2017 Local Government Investment Pools / Money Market Quarterly WAM (1) in Days Weighted Average Yield to Maturity Cost Value Market Value WAM (1) in Days WAM / Callable (1) in Days Weighted Average Yield to Maturity @ Cost 6 Month Treasury 1 Year Treasury Cost Value Market Value Accrued Interest Unrealized Gain / Loss WAM (1) in Days WAM / Callable (1) in Days City of Prior Lake - Quarterly Investment Report YTM @ Cost Cost Value Days to Maturity % of Portfolio Cash 0.027 874,423 1 3.10% Certificate of Deposit 1.606 8,895,000 687 31.58% FHLB Bond 0.750 450,000 54 1.60% FHLMC Bond 2.039 4,315,000 1,164 15.32% FNMA Bond 1.824 1,900,000 1,494 6.74% LGIP 0.646 8,496,713 1 30.16% Municipal Bond 2.528 3,239,627 453 11.50% Total / Average 1.439 28,170,763 549 100.00% CITY OF PRIOR LAKE, MINNESOTA Investment Portfolio - Diversification, by Security Type June 30, 2017 Description City of Prior Lake - Quarterly Investment Report YTM @ Cost Cost Value Days to Maturity % of Portfolio 0-1 Month 0.600 9,467,136 1 33.61% 1-3 Months 0.793 2,213,000 54 7.86% 3-6 Months 1.070 1,228,000 112 4.36% 6-9 Months 1.151 1,236,336 216 4.39% 9-12 Months 1.276 493,000 335 1.75% 1-2 Years 2.547 3,208,000 544 11.39% 2-3 Years 2.186 3,624,291 889 12.87% 3-4 Years 2.109 2,526,000 1,234 8.97% 4-5 Years 1.968 3,685,000 1,534 13.08% 5-10 Years 2.152 490,000 2,130 1.74% Total / Average 1.439 28,170,763 549 100.00% CITY OF PRIOR LAKE, MINNESOTA Investment Portfolio - Diversification, by Maturity Range June 30, 2017 Description City of Prior Lake - Quarterly Investment Report De s c r i p t i o n CU S I P / T i c k e r T r a n s a c t i o n I D S e t t l e m e n t D a t e Y T M @ C o s t Fa c e A m o u n t / S h a r e s C o s t V a l u e B o o k V a l u e M a r k e t V a l u e M at u r i t y D a t e D a y s T o M a t u r i t y A c c r u e d I n t e r e s t % o f P o rtfolio Ca s h - N o r t h l a n d S e c u r i t i e s C a s h C A S H 5 8 4 5 0 6 / 3 0 / 2 0 1 2 0 .0 0 0 3 2 , 0 7 4 . 4 4 3 2 , 0 7 4 . 4 4 3 2 , 0 7 4 . 4 4 3 2 , 0 7 4 . 4 4 N / A 1 0 . 1 1 Mo r g a n S t a n l e y C a s h CA S H 5 0 8 9 1 2 / 3 1 / 2 0 1 0 0 . 0 0 0 5 0 0 , 5 4 0 . 9 9 5 0 0 , 5 4 0 . 9 9 5 0 0 , 5 4 0 . 99 5 0 0 , 5 4 0 . 9 9 N / A 1 1 . 7 8 We l l s F a r g o A d v i s o r s C a s h M M 4 2 8 5 12 / 2 7 / 2 0 1 1 0 . 0 7 0 3 4 1 , 8 0 7 . 6 4 3 4 1 , 8 0 7 . 6 4 3 4 1 , 8 0 7 . 6 4 3 4 1 , 8 0 7. 6 4 N / A 1 1 . 2 2 Su b T o t a l / A v e r a g e 0. 0 2 7 8 7 4 , 4 2 3 . 0 7 8 7 4 , 4 2 3 . 0 7 8 7 4 , 4 2 3 . 0 7 8 7 4 , 4 2 3 . 0 7 1 0 . 0 0 3 . 1 1 1s t F e d e r a l B a n k - H a r r i s o n A R 1 . 0 5 8 / 2 0 / 2 0 1 8 3 2 0 2 3 L AG 4 2 8 9 8 2 0 2 / 1 9 / 2 0 1 3 1 . 0 5 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 00 2 4 4 , 0 6 6 . 5 5 0 8 / 2 0 / 2 0 1 8 4 1 6 7 7 . 5 3 0 . 8 7 Al l y B k , M i d v a l e , U T 1 . 2 5 9 / 3 / 2 0 1 9 0 2 0 0 6 L L 6 8 5 7 8 0 3 0 9 / 01 / 2 0 1 6 1 . 2 5 0 9 6 , 0 0 0 . 0 0 9 6 , 0 0 0 . 0 0 9 6 , 0 0 0 . 0 0 9 4 , 8 5 9 . 5 2 0 9 / 03 / 2 0 1 9 7 9 5 3 9 7 . 8 1 0 . 3 4 Am e r i c a n E x p B K F S B , U T 1 . 9 5 7 / 1 7 / 2 0 1 9 0 2 5 8 7 C A F 7 3 5 3 2 8 0 7 / 1 7 / 2 0 1 4 1 . 9 5 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 6 , 7 98 . 3 0 0 7 / 1 7 / 2 0 1 9 7 4 7 2 , 1 4 6 . 6 0 0 . 8 7 Am e x C e n t u r i o n , S a l t L a k e C i t y U T 2 . 2 1 2 / 1 1 / 2 0 1 9 0 2 5 87 D W X 2 2 7 4 7 1 1 2 / 1 1 / 2 0 1 4 2 . 2 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 00 . 0 0 2 4 7 , 3 0 7 . 9 0 1 2 / 1 1 / 2 0 1 9 8 9 4 2 8 0 . 5 8 0 . 8 7 Ap p l e B a n k 0 . 9 1 1 / 1 0 / 2 0 1 7 0 3 7 8 4 J S B 1 1 6 0 6 8 0 5 / 1 0 / 2 0 1 7 0 . 90 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 4 , 7 8 9 . 3 0 1 1 / 1 0 / 2 0 17 1 3 3 3 0 8 . 1 0 0 . 8 7 Ba n k H a p o a l i m B M 0 . 8 8 / 1 / 2 0 1 7 0 6 2 5 1 A P 4 6 3 3 6 8 6 0 2 / 0 1 / 2 0 17 0 . 8 0 0 2 4 6 , 0 0 0 . 0 0 2 4 6 , 0 0 0 . 0 0 2 4 6 , 0 0 0 . 0 0 2 4 5 , 9 6 0 . 6 4 0 8 / 0 1/ 2 0 1 7 3 2 8 0 3 . 3 8 0 . 8 7 Ba n k o f B a r o d a 0 . 8 7 / 3 1 / 2 0 1 7 0 6 0 6 2 Q G 8 1 3 3 6 8 1 0 1 / 3 1 / 2 0 1 7 0 . 8 0 0 2 4 8 , 0 0 0 . 0 0 2 4 8 , 0 0 0 . 0 0 2 4 8 , 0 0 0 . 0 0 2 4 7 , 9 6 2 . 8 0 0 7 / 3 1 /2 0 1 7 3 1 8 1 5 . 3 4 0 . 8 8 Ba n k o f C h i n a , N e w Y o r k , N Y 0 . 8 8 / 3 1 / 2 0 1 7 0 6 4 2 6 T Y W 3 3 36 5 3 0 8 / 3 1 / 2 0 1 6 0 . 8 0 0 2 4 8 , 0 0 0 . 0 0 2 4 8 , 0 0 0 . 0 0 2 4 8 , 0 0 0 . 0 0 2 4 7, 8 8 5 . 9 2 0 8 / 3 1 / 2 0 1 7 6 2 1 , 6 4 6 . 9 9 0 . 8 8 Ba n k o f H o p e , L o s A n g e l e s C A 0 . 8 9 / 2 2 / 2 0 1 7 0 6 2 6 8 3 A D 9 26 6 1 0 0 9 / 2 3 / 2 0 1 6 0 . 8 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 44 , 8 1 1 . 3 5 0 9 / 2 2 / 2 0 1 7 8 4 3 7 . 5 9 0 . 8 7 Ba n k o f I n d i a 1 . 1 5 / 2 / 2 0 1 8 0 6 2 7 9 H A 3 7 3 3 6 4 8 0 5 / 0 4 / 2 0 1 7 1 .1 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 4 , 6 3 4 . 9 5 0 5 / 0 2 / 2 01 8 3 0 6 4 2 0 . 8 6 0 . 8 7 Ba n k w e s t S D 1 . 5 3 / 3 0 / 2 0 2 3 - 1 7 0 6 6 5 2 C F N 6 4 0 0 9 0 3 / 3 0 / 2 0 1 6 1. 5 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 1 , 1 9 0 . 2 5 0 3 / 3 0 / 20 2 3 2 , 0 9 9 0 . 0 0 0 . 8 7 Be r k s h i r e B a n k 0 . 6 5 8 / 2 8 / 2 0 1 7 0 8 4 6 0 1 G T 4 2 3 6 2 1 0 2 / 2 8 / 2 0 17 0 . 6 5 0 2 4 8 , 0 0 0 . 0 0 2 4 8 , 0 0 0 . 0 0 2 4 8 , 0 0 0 . 0 0 2 4 7 , 8 5 3 . 6 8 0 8 / 2 8/ 2 0 1 7 5 9 5 3 8 . 8 1 0 . 8 8 BM W B a n k N A , U t a h 2 . 1 1 2 / 1 1 / 2 0 1 8 0 5 5 6 8 P 6 L 6 3 5 1 4 1 1 2 / 1 1 /2 0 1 3 2 . 1 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 6 , 8 2 7 . 7 0 1 2/ 1 1 / 2 0 1 8 5 2 9 2 6 7 . 8 2 0 . 8 7 Ca p i t a l O n e B a n k G l e n A l l e n V A 2 . 2 5 9 / 3 0 / 2 0 2 0 1 4 0 4 2 0 WD 8 3 3 9 5 4 0 9 / 3 0 / 2 0 1 5 2 . 2 5 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 00 2 4 8 , 1 8 5 . 0 0 0 9 / 3 0 / 2 0 2 0 1 , 1 8 8 1 , 3 8 9 . 4 5 0 . 8 7 Ca p i t a l O n e N A M c L e a n V A 1 . 6 5 9 / 2 4 / 2 0 1 8 1 4 0 4 2 R A A 9 4 2 9 7 0 9 / 2 8 / 2 0 1 5 1 . 6 5 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 8 30 . 5 5 0 9 / 2 4 / 2 0 1 8 4 5 1 1 , 0 9 6 . 4 6 0 . 8 7 Co m e n i t y B a n k 2 . 4 6 / 7 / 2 0 2 2 2 0 0 9 9 A S K 4 2 7 4 9 9 0 6 / 0 7 / 2 0 1 7 2 .4 0 0 2 0 0 , 0 0 0 . 0 0 2 0 0 , 0 0 0 . 0 0 2 0 0 , 0 0 0 . 0 0 2 0 0 , 5 8 6 . 0 0 0 6 / 0 7 / 2 02 2 1 , 8 0 3 3 0 2 . 4 7 0 . 7 1 CO M E N I T Y B K S A L T L A K E C I T Y U T 2 . 6 1 1 / 2 4 / 2 0 2 1 2 0 0 3 3 A J N7 5 7 5 7 0 1 1 / 2 6 / 2 0 1 4 2 . 6 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 5 1 , 3 4 3 . 0 5 1 1 / 2 4 / 2 0 2 1 1 , 6 0 8 6 9 . 8 1 0 . 8 7 Di s c o v e r B a n k G r e e n w o o d D E 2 1 2 / 1 1 / 2 0 1 8 2 5 4 6 7 1 C 8 1 5 6 4 9 1 2 / 1 1 / 2 0 1 3 2 . 0 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 6 , 8 64 . 4 5 1 2 / 1 1 / 2 0 1 8 5 2 9 2 5 5 . 0 7 0 . 8 7 En e r b a n k U S A , U T 2 . 2 5 8 / 2 8 / 2 0 2 0 2 9 2 6 6 N B 4 8 5 7 2 9 3 0 8 / 2 8 / 20 1 4 2 . 2 5 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 8 , 2 2 1 . 7 5 0 8 /2 8 / 2 0 2 0 1 , 1 5 5 1 , 8 4 2 . 5 3 0 . 8 7 Ev e r b a n k C D J a c k s o n v i l l e F L 1 . 1 9 / 2 9 / 2 0 1 7 2 9 9 7 6 D B 9 0 3 47 7 5 0 9 / 3 0 / 2 0 1 5 1 . 1 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5, 0 0 4 . 9 0 0 9 / 2 9 / 2 0 1 7 9 1 6 7 9 . 2 9 0 . 8 7 Fi r s t N a t i o n a l B k O m a h a 0 . 7 5 8 / 1 6 / 2 0 1 7 3 3 2 1 3 5 G L 0 5 4 5 2 08 / 1 6 / 2 0 1 6 0 . 7 5 0 2 4 8 , 0 0 0 . 0 0 2 4 8 , 0 0 0 . 0 0 2 4 8 , 0 0 0 . 0 0 2 4 7 , 9 1 8. 1 6 0 8 / 1 6 / 2 0 1 7 4 7 7 1 . 3 4 0 . 8 8 Fi r s t N i a g a r a B K N A 1 . 1 5 1 0 / 1 0 / 2 0 1 7 3 3 5 8 3 C S M 2 1 6 0 0 4 1 0 /0 9 / 2 0 1 5 1 . 1 5 0 2 4 8 , 0 0 0 . 0 0 2 4 8 , 0 0 0 . 0 0 2 4 8 , 0 0 0 . 0 0 2 4 8 , 0 5 9 . 52 1 0 / 1 0 / 2 0 1 7 1 0 2 6 4 0 . 7 2 0 . 8 8 GE C A P B K I N C R E T A I L 1 . 8 7 / 1 3 / 2 0 1 7 3 6 1 6 1 T B W 4 3 3 7 7 8 0 7 / 13 / 2 0 1 2 1 . 8 0 0 9 6 , 0 0 0 . 0 0 9 6 , 0 0 0 . 0 0 9 6 , 0 0 0 . 0 0 9 6 , 0 2 8 . 8 0 0 7 / 13 / 2 0 1 7 1 3 7 9 5 . 3 5 0 . 3 4 GE C a p B k I n c R e t a i l 2 . 5 5 7 / 1 9 / 2 0 2 1 3 6 1 6 1 T S 4 8 3 3 7 7 8 0 7 /1 8 / 2 0 1 4 2 . 5 5 0 1 5 0 , 0 0 0 . 0 0 1 5 0 , 0 0 0 . 0 0 1 5 0 , 0 0 0 . 0 0 1 5 3 , 9 1 0 . 50 0 7 / 1 9 / 2 0 2 1 1 , 4 8 0 1 , 7 0 8 . 1 5 0 . 5 3 GE C a p R e t B K , D r a p e r U T 2 . 6 5 3 / 2 9 / 2 0 2 1 3 6 1 5 7 Q X M 4 2 7 3 14 0 3 / 2 8 / 2 0 1 4 2 . 6 5 0 9 6 , 0 0 0 . 0 0 9 6 , 0 0 0 . 0 0 9 6 , 0 0 0 . 0 0 9 8 , 5 2 4 . 80 0 3 / 2 9 / 2 0 2 1 1 , 3 6 8 6 5 5 . 1 7 0 . 3 4 GE C A P I T A L , U T 2 . 6 9 / 2 1 / 2 0 2 0 3 6 1 5 7 Q Q Q 3 2 7 3 1 4 0 9 / 2 0 / 2 0 1 3 2 . 6 0 0 1 5 0 , 0 0 0 . 0 0 1 5 0 , 0 0 0 . 0 0 1 5 0 , 0 0 0 . 0 0 1 5 2 , 6 4 7 . 5 0 0 9 / 2 1 /2 0 2 0 1 , 1 7 9 1 , 0 8 9 . 8 6 0 . 5 3 HS B C B a n k U S A N A S t e p 1 2 / 1 8 / 2 0 1 9 - 1 7 4 0 4 3 4 A K Q 1 5 7 8 9 0 0 6 /1 9 / 2 0 1 4 2 . 0 2 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 2 5 4 . 80 1 2 / 1 8 / 2 0 1 9 9 0 1 1 0 4 . 7 1 0 . 8 7 JP M o r g a n C h a s e S t e p 5 / 3 0 / 2 0 2 3 - 1 8 4 8 1 2 6 X 3 R 4 6 2 8 0 5 / 3 0 / 20 1 7 2 . 8 0 4 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 0 5 /3 0 / 2 0 2 3 2 , 1 6 0 4 0 5 . 7 6 0 . 8 7 Me d a l l i o n B k U t a h 1 . 4 5 6 / 2 9 / 2 0 1 8 5 8 4 0 3 B Q 2 5 5 7 4 4 9 0 6 / 3 0 /2 0 1 4 1 . 4 5 0 2 4 8 , 0 0 0 . 0 0 2 4 8 , 0 0 0 . 0 0 2 4 8 , 0 0 0 . 0 0 2 4 8 , 4 7 1 . 2 0 0 6/ 2 9 / 2 0 1 8 3 6 4 0 . 0 0 0 . 8 8 Me r c a n t i l C o m m e r c e B a n k , F L 1 . 9 8 / 2 9 / 2 0 1 8 5 8 7 3 3 A A P 4 2 29 5 3 0 8 / 2 9 / 2 0 1 3 1 . 9 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 6, 5 4 8 . 4 0 0 8 / 2 9 / 2 0 1 8 4 2 5 1 , 5 5 5 . 9 2 0 . 8 7 NB T B a n k , N Y 2 . 1 8 / 2 7 / 2 0 1 9 6 2 8 7 7 9 F P 0 7 2 3 0 0 8 / 2 7 / 2 0 1 4 2 . 10 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 6 , 7 8 6 . 0 5 0 8 / 2 7 / 2 0 19 7 8 8 1 , 7 3 3 . 7 9 0 . 8 7 Pe o p l e s U n i t e d 1 . 6 5 / 1 0 / 2 0 1 9 7 1 2 7 0 Q Q W 9 2 7 3 3 4 0 5 / 1 0 / 2 0 17 1 . 6 0 0 2 4 8 , 0 0 0 . 0 0 2 4 8 , 0 0 0 . 0 0 2 4 8 , 0 0 0 . 0 0 2 4 8 , 0 9 4 . 2 4 0 5 / 1 0/ 2 0 1 9 6 7 9 5 5 4 . 4 3 0 . 8 8 SA L L I E M A E B K C D M u r r a y U T 1 . 5 1 0 / 2 4 / 2 0 1 7 7 9 5 4 5 0 P Y 5 5 81 7 7 1 0 / 2 4 / 2 0 1 2 1 . 5 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5, 4 5 8 . 1 5 1 0 / 2 4 / 2 0 1 7 1 1 6 6 7 4 . 5 9 0 . 8 7 ST A T E B K I N D I A N E W Y O R K N Y 2 . 6 1 2 / 6 / 2 0 2 1 8 5 6 2 8 4 3 H 5 3 3 68 2 1 2 / 0 5 / 2 0 1 4 2 . 6 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 9 ,9 0 0 . 0 0 1 2 / 0 6 / 2 0 2 1 1 , 6 2 0 4 3 6 . 3 0 0 . 8 7 TC F S I O U X F A L L S S D 0 . 7 1 0 / 2 7 / 2 0 1 7 8 7 2 2 7 8 T P 1 2 8 3 3 0 0 4 / 2 7/ 2 0 1 6 0 . 7 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 4 , 8 5 5 . 4 5 10 / 2 7 / 2 0 1 7 1 1 9 3 0 0 . 7 1 0 . 8 7 We b s t e r 5 C n t s 1 . 5 5 9 / 1 7 / 2 0 2 1 - 1 7 9 4 7 8 9 P B V 5 9 0 2 9 7 0 3 / 1 8 /2 0 1 6 1 . 5 5 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 0 , 2 7 3 . 9 5 0 9/ 1 7 / 2 0 2 1 1 , 5 4 0 1 2 4 . 8 5 0 . 8 7 We l l s F a r g o S F 1 . 6 5 / 1 0 / 2 0 1 9 9 4 9 7 6 3 G U 4 3 5 1 1 0 5 / 1 0 / 2 0 1 7 1. 6 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 9 5 . 5 5 0 5 / 1 0 / 20 1 9 6 7 9 2 1 4 . 7 9 0 . 8 7 WE X B A N K , U T 1 7 / 9 / 2 0 1 8 9 2 9 3 7 C D R 6 3 4 6 9 7 0 7 / 0 8 / 2 0 1 6 1 . 0 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 4 , 1 8 6 . 6 0 0 7 / 0 9 / 2 0 1 8 374 1 , 1 6 1 . 2 3 0 . 8 7 Ca s h Ce r t i f i c a t e O f D e p o s i t CI T Y O F P R I O R L A K E , M I N N E S O T A In v e s t m e n t P o r t f o l i o - B y S e c u r i t y T y p e Ju n e 3 0 , 2 0 1 7 Wh i t n e y B K - M S 1 . 6 5 4 / 2 2 / 2 0 1 9 9 6 6 5 9 4 A Y 9 1 2 4 4 1 0 4 / 2 0 / 2 01 7 1 . 6 5 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 3 6 7 . 5 0 0 4 / 22 / 2 0 1 9 6 6 1 7 8 6 . 3 5 0 . 8 7 Su b T o t a l / A v e r a g e 1. 6 0 6 8 , 8 9 5 , 0 0 0 . 0 0 8 , 8 9 5 , 0 0 0 . 0 0 8 , 8 9 5 , 0 0 0 . 0 0 8 , 9 2 3 , 3 6 5 . 73 687 2 6 , 3 9 0 . 5 1 3 1 . 6 3 FH L B 0 . 7 5 8 / 2 3 / 2 0 1 7 - 1 6 31 3 0 A 9 2 C 4 0 8 / 2 3 / 2 0 1 6 0 . 7 5 0 4 5 0 , 0 0 0 . 0 0 4 5 0 , 0 0 0 . 0 0 4 5 0 , 0 0 0 .0 0 4 4 9 , 7 6 6 . 0 0 0 8 / 2 3 / 2 0 1 7 5 4 1 , 1 9 0 . 6 2 1 . 6 0 Su b T o t a l / A v e r a g e 0. 7 5 0 4 5 0 , 0 0 0 . 0 0 4 5 0 , 0 0 0 . 0 0 4 5 0 , 0 0 0 . 0 0 4 4 9 , 7 6 6 . 0 0 54 1 , 1 9 0 . 6 2 1 . 6 0 FH L M C 2 1 1 / 3 0 / 2 0 2 0 31 3 4 G 3 V F 4 0 5 / 3 0 / 2 0 1 2 2 . 0 0 0 1 , 7 9 0 , 0 0 0 . 0 0 1 , 7 9 0 , 0 0 0 . 0 0 1 , 7 90 , 0 0 0 . 0 0 1 , 7 9 7 , 1 4 2 . 1 0 1 1 / 3 0 / 2 0 2 0 1 , 2 4 9 2 , 9 8 3 . 3 3 6 . 3 6 FH L M C S t e p 3 / 2 0 / 2 0 2 0 - 1 7 3 1 3 4 G A 7 D 0 0 3 / 2 0 / 2 0 1 7 2 . 2 3 4 6 0 0 , 00 0 . 0 0 6 0 0 , 0 0 0 . 0 0 6 0 0 , 0 0 0 . 0 0 5 9 9 , 7 8 4 . 0 0 0 3 / 2 0 / 2 0 2 0 9 9 4 1 , 666.67 2 . 1 3 FH L M C S t e p 3 / 2 0 / 2 0 2 0 - 1 7 3 1 3 4 G A 7 D 0 0 3 / 2 0 / 2 0 1 7 2 . 2 3 4 2 5 0 , 00 0 . 0 0 2 5 0 , 0 0 0 . 0 0 2 5 0 , 0 0 0 . 0 0 2 4 9 , 9 1 0 . 0 0 0 3 / 2 0 / 2 0 2 0 9 9 4 6 9 4.44 0 . 8 9 FH L M C S t e p 5 / 2 2 / 2 0 2 0 - 1 7 3 1 3 4 G B N G 3 0 5 / 2 2 / 2 0 1 7 2 . 4 8 2 4 7 5 , 00 0 . 0 0 4 7 5 , 0 0 0 . 0 0 4 7 5 , 0 0 0 . 0 0 4 7 4 , 7 3 4 . 0 0 0 5 / 2 2 / 2 0 2 0 1 , 0 5 7 626.74 1 . 6 9 FH L M C S t e p 7 / 2 6 / 2 0 1 9 - 1 6 3 1 3 4 G 9 Q 3 4 0 7 / 2 6 / 2 0 1 6 1 . 7 3 7 5 0 0 , 00 0 . 0 0 5 0 0 , 0 0 0 . 0 0 5 0 0 , 0 0 0 . 0 0 4 9 9 , 0 2 5 . 0 0 0 7 / 2 6 / 2 0 1 9 7 5 6 1 , 604.17 1 . 7 8 FH L M C S t e p 8 / 2 4 / 2 0 2 1 - 1 7 3 1 3 4 G A D Q 4 0 8 / 2 4 / 2 0 1 6 1 . 8 1 5 7 0 0 , 00 0 . 0 0 7 0 0 , 0 0 0 . 0 0 7 0 0 , 0 0 0 . 0 0 6 9 3 , 0 3 5 . 0 0 0 8 / 2 4 / 2 0 2 1 1 , 5 1 6 3,062.50 2 . 4 9 Su b T o t a l / A v e r a g e 2. 0 3 9 4 , 3 1 5 , 0 0 0 . 0 0 4 , 3 1 5 , 0 0 0 . 0 0 4 , 3 1 5 , 0 0 0 . 0 0 4 , 3 1 3 , 6 3 0 . 10 1 , 1 6 4 1 0 , 6 3 7 . 8 5 1 5 . 3 4 FN M A S t e p 7 / 1 9 / 2 0 2 1 - 1 7 3 1 3 6 G 3 Z Z 1 0 7 / 1 9 / 2 0 1 6 1 . 7 3 3 4 0 0 , 0 00 . 0 0 4 0 0 , 0 0 0 . 0 0 4 0 0 , 0 0 0 . 0 0 3 9 4 , 0 0 8 . 0 0 0 7 / 1 9 / 2 0 2 1 1 , 4 8 0 1 ,788.89 1 . 4 2 FN M A S t e p 7 / 2 8 / 2 0 2 1 - 1 6 3 1 3 6 G 3 X Y 6 0 7 / 2 8 / 2 0 1 6 1 . 7 8 2 1 , 0 0 0 ,0 0 0 . 0 0 1 , 0 0 0 , 0 0 0 . 0 0 1 , 0 0 0 , 0 0 0 . 0 0 9 9 0 , 7 1 0 . 0 0 0 7 / 2 8 / 2 0 2 1 1,489 4 , 2 2 2 . 2 2 3 . 5 6 FN M A S t e p 8 / 2 4 / 2 0 2 1 - 1 7 3 1 3 6 G 3 V 7 7 0 8 / 2 4 / 2 0 1 6 1 . 9 8 0 5 0 0 , 0 00 . 0 0 5 0 0 , 0 0 0 . 0 0 5 0 0 , 0 0 0 . 0 0 4 9 8 , 3 9 0 . 0 0 0 8 / 2 4 / 2 0 2 1 1 , 5 1 6 1 ,750.00 1 . 7 8 Su b T o t a l / A v e r a g e 1. 8 2 4 1 , 9 0 0 , 0 0 0 . 0 0 1 , 9 0 0 , 0 0 0 . 0 0 1 , 9 0 0 , 0 0 0 . 0 0 1 , 8 8 3 , 1 0 8 . 00 1 , 4 9 4 7 , 7 6 1 . 1 1 6 . 7 6 Le a g u e o f M i n n e s o t a C i t i e s - 4 M F u n d L G I P L G I P 5 1 0 1 M 1 1/ 3 0 / 2 0 1 0 0 . 6 2 0 1 , 2 5 0 , 2 6 6 . 2 7 1 , 2 5 0 , 2 6 6 . 2 7 1 , 2 5 0 , 2 6 6 . 2 7 1 ,2 5 0 , 2 6 6 . 2 7 N / A 1 4 . 4 5 Le a g u e o f M i n n e s o t a C i t i e s - 4 M L G I P L G I P 5 2 0 4 M 2 0 1 7 A G oo d F a i t h D e p o s i t 0 6 / 1 3 / 2 0 1 7 0 . 6 2 0 4 , 5 1 7 , 4 5 0 . 6 5 4 , 5 1 7 , 4 50 . 6 5 4 , 5 1 7 , 4 5 0 . 6 5 4 , 5 1 7 , 4 5 0 . 6 5 N / A 1 1 6 . 0 6 Le a g u e o f M i n n e s o t a C i t i e s - 4 M P l u s F u n d L G I P L G I P 5 10 1 M P 1 1 / 3 0 / 2 0 1 0 0 . 7 0 0 2 , 7 2 8 , 9 9 6 . 2 9 2 , 7 2 8 , 9 9 6 . 2 9 2 , 7 2 8 , 9 96 . 2 9 2 , 7 2 8 , 9 9 6 . 2 9 N / A 1 9 . 7 0 Su b T o t a l / A v e r a g e 0. 6 4 6 8 , 4 9 6 , 7 1 3 . 2 1 8 , 4 9 6 , 7 1 3 . 2 1 8 , 4 9 6 , 7 1 3 . 2 1 8 , 4 9 6 , 7 1 3 . 21 1 0 . 0 0 3 0 . 2 1 Gr a t i o t C o u n t y M I 1 9 / 1 / 2 0 1 7 3 8 8 8 2 5 E G 2 0 2 / 2 2 / 2 0 1 7 1 . 0 0 0 2 8 0 , 0 0 0 . 0 0 2 8 0 , 0 0 0 . 0 0 2 8 0 , 0 0 0 . 0 0 2 7 9 , 8 2 3 . 6 0 0 9 / 0 1 / 2 0 1 7 63 9 9 5 . 5 6 1 . 0 0 Ke n o s h a W I 2 . 3 9 8 9 / 1 / 2 0 1 9 4 8 9 8 1 8 2 S 2 0 4 / 0 3 / 2 0 1 7 1 . 6 4 8 4 70 , 0 0 0 . 0 0 4 7 8 , 2 9 0 . 8 0 4 7 7 , 4 6 2 . 6 6 4 7 2 , 5 4 7 . 4 0 0 9 / 0 1 / 2 0 1 9 7 9 3 3 , 7 2 5 . 5 6 1 . 6 7 Ro b b i n s d a l e I S D - M N 4 . 6 2 / 1 / 2 0 1 9 7 7 0 2 6 4 7 J 2 0 5 / 1 4 / 2 0 0 9 4 . 6 0 0 1 , 0 0 0 , 0 0 0 . 0 0 1 , 0 0 0 , 0 0 0 . 0 0 1 , 0 0 0 , 0 0 0 . 0 0 1 , 0 4 4 , 3 7 0 .0 0 0 2 / 0 1 / 2 0 1 9 5 8 1 1 9 , 0 3 8 . 8 9 3 . 5 6 Wa s h i n g t o n C o u n t y H o u s i n g 4 . 2 5 1 / 1 / 2 0 2 0 - 1 0 9 3 7 7 9 1 K N 0 07 / 0 1 / 2 0 1 0 4 . 2 5 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 4 5 , 0 0 0 . 0 0 2 5 2 , 8 6 9. 4 0 0 1 / 0 1 / 2 0 2 0 9 1 5 5 , 1 7 7 . 3 3 0 . 8 7 Wh i t e B e a r L k I S D 6 2 4 5 . 2 5 2 / 1 / 2 0 1 8 9 6 3 4 3 9 X X 7 0 5 / 0 3 / 2 01 7 1 . 1 5 1 1 , 2 0 0 , 0 0 0 . 0 0 1 , 2 3 6 , 3 3 6 . 0 0 1 , 2 2 8 , 6 4 4 . 4 4 1 , 2 2 7 , 3 96 . 0 0 0 2 / 0 1 / 2 0 1 8 2 1 6 2 6 , 0 7 5 . 0 0 4 . 2 7 Su b T o t a l / A v e r a g e 2. 5 2 8 3 , 1 9 5 , 0 0 0 . 0 0 3 , 2 3 9 , 6 2 6 . 8 0 3 , 2 3 1 , 1 0 7 . 1 0 3 , 2 7 7 , 0 0 6 . 40 455 5 5 , 0 1 2 . 3 4 1 1 . 3 6 To t a l / A v e r a g e 1. 4 3 9 2 8 , 1 2 6 , 1 3 6 . 2 8 2 8 , 1 7 0 , 7 6 3 . 0 8 2 8 , 1 6 2 , 2 4 3 . 3 8 2 8 , 2 1 8 , 01 2 . 5 1 550 1 0 0 , 9 9 2 . 4 3 1 0 0 FH L B B o n d FH L M C B o n d FN M A B o n d Lo c a l G o v e r n m e n t I n v e s t m e n t P o o l Mu n i c i p a l B o n d