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HomeMy WebLinkAbout4.1.22 Board Correspondence - FW_ February 28, 2022 Investment Report and Transaction Reporting for Butte County From:Paulsen, Shaina To:Pickett, Andy; Ring, Brian; Alpert, Bruce Cc:Reaster, Kayla; Valencia, Shyanne Subject:Board Correspondence - FW: February 28, 2022 Investment Report and Transaction Reporting for Butte County Date:Friday, April 1, 2022 2:19:39 PM Attachments:Investment Report February 2022.pdf Transaction Reporting February 2022.pdf The email below was sent to the Board. Shaina Paulsen Associate Clerk of The Board Butte County Administration 25 County Center Drive, Suite 200, Oroville, CA 95965 T: 530.552.3304 | F: 530.538.7120 From: Patterson, Kiley <KPatterson@buttecounty.net> Sent: Friday, April 1, 2022 2:13 PM To: 'Christy Patterson, Butte County Schools JPA' <cpatters@bcoe.org>; Clerk of the Board <clerkoftheboard@buttecounty.net>; Gutierrez, Graciela <GGutierrez@buttecounty.net>; Hatcher, Casey <CHatcher@buttecounty.net>; Childs, Heather <hchilds@chicorec.com>; 'Heather Naylor, Gridley Unified School District' <hnaylor@gusd.org>; Cook, Holly <HCook@buttecounty.net>; Kidd, Troy <TKidd@buttecounty.net>; Honea, Kory <KHonea@buttecounty.net>; Lucero, Debra <DLucero@buttecounty.net>; Marie Hartman <MHARTMAN@chicousd.org>; 'Mary Sakuma' <msakuma@bcoe.org>; Menchaca, Clarissa <cmenchaca@buttecounty.net>; Merrifield, Catherine <cmerrifield@paradiseprpd.com>; Ramsey, Michael <MRamsey@buttecounty.net>; Patterson, Kiley <KPatterson@buttecounty.net>; Ritter, Tami <TRitter@buttecounty.net>; Bennett, Robin <RBennett@buttecounty.net>; Sanyakul, Soulyphorn <SSanyakul@buttecounty.net>; Smith, Brian <BSmith@buttecounty.net>; Souders, Kira <KSouders@buttecounty.net>; Connelly, Bill <BConnelly@buttecounty.net>; Kimmelshue, Tod <TKimmelshue@buttecounty.net>; Teeter, Doug <DTeeter@buttecounty.net>; 'Susan Watts, TOC Member (OUHSD rep)' <swatts@ouhsd.org>; Travis Haskill <thaskill@bcoe.org>; 'William (Jim) Nicholas, Director of Business Services' <nicholaswi@butte.edu> Subject: February 28, 2022 Investment Report and Transaction Reporting for Butte County Happy Friday! The Treasurer’s Investment Report for the month ending February 28, 2022 is attached for your reference. Additionally, the information provided in the attached “Transaction Reporting February 2022” consists of statements detailing transaction activity for the month. If you have any questions or concerns, please feel free to contact myself or Troy Kidd. Best regards, Kiley Patterson Butte County Assistant Treasurer-Tax Collector Treasurer-Tax Collector’s Department 25 County Center Drive, Suite 125, Oroville, CA 95965 T: 530.552.3731| F: 530.538.6450 Twitter | Facebook | YouTube | Pinterest Treasurer – Tax Collector Troy Kidd, Treasurer-Tax Collector Treasury Division 25 County Center Drive, Suite 125 T: 530.552.3730 buttecounty.net/ttc Oroville, California 95965-3384 F: 530.538.6450 March 31, 2022 Butte County Board of Supervisors Butte County Chief Administrative Officer Investment Pool Oversight Committee The attached investment report for February 28, 2022 is submitted in accordance with the Butte County Statement of Investment Policy dated July 1, 2021. All investments are in compliance with this policy. The Investment Report demonstrates that sufficient liquidity is available to meet anticipated expenditures during the next six months. The Local Agency Investment Fund (LAIF) is used as a comparison against Butte’s portfolio performance. The 5 year moving average for the Butte County Treasury yields vs. LAIF yields demonstrates that over time, a medium term laddered portfolio will generally outperform a shorter term investment strategy, which LAIF mirrors. The 5-year moving average for Butte County’s FY 19/20 and FY 20/21 performance compared to LAIF shows margins of 0.529% and 1.291%, respectively. Looking at a ten-year average, the portfolio yield has exceeded LAIF’s average yield by .339%. Translating this into dollars with an average invested balance of $626,538,917 the pool participants benefited by an average of $2,123,967 per year in enhanced earnings. NOTE: Fair values are trending higher than cost carried due to a declining yield environment. Investments are marked to market monthly based on a current market price determined by U.S. Bancorp Investments. Copies of statements reflecting investment and cash management transactions are provided to the Board of Supervisors monthly and are available upon request. Quarterly Investment Reports are made available on the Treasurer-Tax Collector website at H http://www.buttecounty.net/ttc UU. H Respectfully, Troy Kidd Troy Kidd Butte County Treasurer-Tax Collector cc:Butte County Auditor-Controller Butte County Special Districts (Quarterly) Butte County Board of SupervisorsButte-Glenn Community College Butte County District AttorneyChico Unified and Gridley Unified School Districts Butte County Schools-JPAHatcher, Casey – Butte County Deputy Administrative Officer Butte County Sheriff Sanyakul, Soulyphorn –Butte County Internal Auditor Butte County Superintendent of Schools Book Value 250,000.00249,880.26250,000.00250,000.00250,000.00250,000.00250,000.00250,000.00250,000.00249,875.07250,000.00250,000.00249,813.12250,000.00250,000.00250,000.00250,000.00250,000.00250,000.00250,000.0 0250,000.00247,000.00995,153.54994,838.51 5,496,568.45 4,997,500.004,988,386.764,998,300.005,034,082.845,000,000.005,010,132.574,998,515.005,000,000.005,000,000.004,991,863.864,910,924.864,998,897.505,000,000.004,991,610.004,946,285.635,041, 332.014,942,641.462,882,207.545,009,797.98 10,009,706.92 79,929,920.31 250,141.25250,437.00250,969.25251,260.25251,632.75251,764.00252,109.50252,109.50252,075.25252,640.75254,101.75254,187.50254,982.00255,470.75257,395.50258,097.50258,716.75257,685.50255,958.75255,296.7 5251,913.75247,513.02 Market Value 5,576,459.02 5,019,230.005,059,450.004,896,755.005,113,235.004,916,290.005,087,625.004,825,640.009,512,920.004,737,885.004,747,360.004,808,130.004,797,525.004,758,965.004,950,110.004,902,425.001,011, 883.001,011,883.005,060,865.005,089,345.005,040,030.002,869,579.565,108,520.00 78,133,545.00 250,000.00250,000.00250,000.00250,000.00250,000.00250,000.00250,000.00250,000.00250,000.00250,000.00250,000.00250,000.00250,000.00250,000.00250,000.00250,000.00250,000.00250,000.00250,000.00250,000.0 0250,000.00247,000.00 5,497,000.00 5,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.001,000,000.001,000, 000.005,000,000.005,000,000.005,000,000.002,847,000.005,000,000.00 10,000,000.00 80,000,000.00 Face Amount/Shares 2.0502.1022.1002.1502.4502.2002.2002.2002.0002.2032.6502.6502.8542.9003.2503.3503.4503.1502.7502.6002.0001.800 2.508 1.8032.7490.2472.6350.6702.4130.4800.4750.5800.6000.8371.2080.8051.6161.535 1.214 3.1013.1233.1802.6052.8201.6602.894 YTM @ Cost 3/8/20224/1/20229/3/20243/4/20265/3/20238/8/20232/9/2024 5/10/20225/31/20226/13/20227/12/20228/16/20228/16/20229/15/20221/11/20233/14/20234/11/20237/27/20239/26/20231/17/20244/10/20245/16/20248/23/20249/14/20221/18/20239/27/20239/27/20233/19/20241/15/20262 /18/20266/17/20268/19/202611/6/20261/13/20273/15/20233/15/20236/24/202310/1/2023 10/25/202212/29/202210/30/202310/16/202412/13/202310/28/2025 Maturity Date 3/8/20174/3/20174/6/20184/5/20199/3/20212/2/20215/7/2018 5/10/20176/12/20197/12/20178/16/20178/16/20179/15/20171/11/20183/14/20184/11/20187/27/20189/26/20181/17/20194/10/20195/16/20198/23/20199/14/20179/27/20211/17/20191/15/20212/18/20213/11/202112/8/20218 /19/202111/8/20211/13/20223/20/20184/19/20184/15/20191/18/20192/18/20202/27/2019 11/28/201710/25/201712/29/201710/30/201810/16/201912/13/2021 Settlement Date February 28, 2022 BUTTE COUNTY S&P-AAS&P-AA S&P-AA- S&P-AA+S&P-AA+ S&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAA FDIC InsuredFDIC InsuredFDIC InsuredFDIC InsuredFDIC InsuredFDIC InsuredFDIC InsuredFDIC InsuredFDIC InsuredFDIC InsuredFDIC InsuredFDIC InsuredFDIC InsuredFDIC InsuredFDIC InsuredFDIC InsuredFDIC InsuredFDIC InsuredFDIC InsuredFDIC InsuredFDIC InsuredFDIC Insured Credit Rating 2 Treasurer's Investment Report Fixed Portfolio Holdings Detail NRNRNRNRNRNRNRNRNRNRNRNRNRNRNRNRNRNRNRNRNRNR Moodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-Aa2Moodys-Aa2Moodys-Aa1Moodys-Aa2Moodys-Aa aMoodys-AaaMoodys-Aa1 Credit Rating 1 Description Dollar Bank PA 2.05 3/8/2022ZBNA UT 2 4/1/2022Mercantile Bank MI 2.1 5/10/2022Visionbank IA 2.15 5/31/2022Flagstar Bank FSB 2.45 6/13/2022Barclays Bank DE 2.2 7/12/2022TIAA First Savings Bank FL 2.2 8/16/2022First Bank IL 2.2 8/16/2022First Premier Bank SD 2 9/15/2022Northfield Bank NY 2.15 10/25/2022Mercantil Commerce Bank 2.65 12/29/2022Morgan Stanley Bank UT 2.65 1/11/2023Belmont Springs MA 2.8 3/14/2023Citibank National SD 2.9 4/11/2023Kansas State Bank KS 3.25 7/27/2023Goldman Sachs 3.35 9/26/2023National Cooperative Bank 3.45 10/30/2023Morgan Stanley Bank NY 3.15 1/17/2024Sallie Mae 2.75 4/10/2024Enterprise Bank/PA 2.6 5/16/2024Raymond James2 8/23/2024Iowa State Bank 1.8 10/16/2024 CD Negotiable IADB Supranational 1.75 9/14/2022IADB Supranational 2.5 1/18/2023IFC 0.23 9/27/2023IADB Supranational 3 9/27/2023IFC 0.67 12/13/2023IBRD 2.5 3/19/2024IFC 0.47 9/3/2024IBRD 0.5 10/28/2025IFC 0.58 1/15/2026IBRD 0.6 2/18/2026-22IADB 0.8 3/4/2026IADB 0.8 6/17/2026IADB 0.8 8/19/2026IBRD Step 11/6/2026-23IADB 1.5 1/13/2027 Corporate - Supranationals Berkshire Hathaway 2.75 3/15/2023-23Berkshire Hathaway 2.75 3/15/2023-23Apple Inc 2.4 5/3/2023Chevron 3.191 6/24/2023-23Microsoft Corp 2 8/8/2023-23PRES & FELLOW OF HARVARD COLLEGE 2.3 Apple Inc 3 2/9/2024 CUSIP/TickerCD Negotiable 25665QAV798878BQS058740XZB992834CCD233847E2K206740KKD887270LAJ2319141HG533610RRF266612ABX558733AET261747MF63080515CM917312QJ2650116CCA538148PW94635573AK461760AUJ67954502D629 367RKT275472RAE146256YBC2 Corporate - Supranationals 4581X0CZ94581X0DA345950VQH2459058GL145950VQW9459058GQ045950VQD1459058JL845950VPJ945905U5Y645818WDA145818WDH645818WDJ2459058KB84581X0EB0 Corporate Notes 084670BR8084670BR8037833AK6166764AH3594918BQ6740816AJ2037833CG3 Book Value 450,000.00950,000.00840,000.00600,000.00500,000.00 2,566,832.512,064,524.065,021,969.704,972,159.022,045,793.065,216,000.035,142,465.965,093,944.124,980,363.644,988,554.294,971,750.005,014,279.675,244,436.284,995,663.134,997,648.005,190,000.003,964,8 44.921,000,000.001,279,629.386,004,484.482,010,929.075,034,910.123,000,000.001,750,000.002,500,000.003,925,000.005,000,742.881,401,152.306,780,046.372,915,000.002,082,621.741,395,000.002,500,000.004, 953,623.153,946,482.801,000,000.004,815,000.002,500,000.005,057,220.371,500,000.005,000,000.001,521,139.885,192,216.075,000,000.002,052,334.751,000,000.004,890,000.002,500,000.003,097,650.004,941,739 .442,143,237.29 92,128,640.14 451,269.00951,662.50840,268.80602,706.00502,310.00998,900.00975,290.00 Market Value 2,561,297.502,060,392.005,097,695.004,831,410.002,044,030.004,988,475.005,101,030.004,868,810.004,726,020.004,725,370.004,725,370.004,737,490.005,021,739.404,711,670.004,751,560.005,193,840.603,961,2 48.901,003,460.001,277,979.055,995,260.002,028,160.005,044,300.002,990,520.001,755,530.002,488,675.003,956,596.254,921,250.001,400,021.506,818,858.002,920,596.802,046,638.001,402,491.152,461,725.005, 058,450.003,874,829.004,800,988.352,462,175.005,129,300.001,477,320.004,842,900.001,515,308.505,025,150.004,843,750.002,048,480.004,840,317.602,527,825.003,090,390.004,798,512.002,045,460.00 90,144,464.46 450,000.00950,000.00840,000.00600,000.00500,000.00 2,500,000.002,000,000.005,000,000.005,000,000.002,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,300,000.005,000,000.005,000,000.005,190,000.003,955,0 00.001,000,000.001,255,000.006,000,000.002,000,000.005,000,000.003,000,000.001,750,000.002,500,000.003,925,000.005,000,000.001,325,000.006,700,000.002,915,000.002,050,000.001,395,000.002,500,000.005, 000,000.003,890,000.001,000,000.004,815,000.002,500,000.005,000,000.001,500,000.005,000,000.001,390,000.005,000,000.005,000,000.002,000,000.001,000,000.004,890,000.002,500,000.003,000,000.004,800,000 .002,000,000.00 91,647,000.00 Face Amount/Shares 2.0511.9432.6610.6751.8860.5851.7540.5800.6640.6080.6940.7771.1190.7220.712 1.547 2.2501.8551.8931.6021.0191.1620.9270.2502.8321.9791.7810.3081.5230.8602.0492.0580.2501.0902.0001.7040.4992.0820.5082. 7470.4701.5571.5800.9702.5101.5230.3901.1240.4500.4201.8610.8021.6302.6672.1501.0000.589 YTM @ Cost 7/8/20241/5/20259/1/20259/1/20252/8/20264/1/20226/1/20228/1/20228/1/20228/1/20228/1/20228/1/20228/1/20228/2/20225/1/20238/1/20238/1/20238/1/20238/1/20238/1/20238/1/20238/1/20234/1/20245/1/20246/1/202 48/1/20248/1/20248/1/20248/1/20245/1/2025 3/15/20244/22/20245/11/20245/12/20241/13/20255/11/20258/20/20251/15/20261/15/20261/15/20263/15/202210/1/202210/1/202211/1/20223/15/202310/1/202310/1/202310/1/202311/1/20231/15/20243/15/202410/1/20241 /15/20252/15/20254/15/20255/15/2025 Maturity Date 2/3/20209/8/20212/8/20214/4/20191/8/20205/6/2020 9/17/20198/19/20195/29/20198/19/201912/9/20208/21/20202/23/20211/14/20211/20/20219/27/20211/22/20213/22/20179/30/20194/23/20205/19/20205/19/20206/25/20208/25/20203/29/20182/27/20203/18/20203/25/20201 2/5/20198/27/20205/19/20203/26/20209/12/20199/16/20201/18/20192/27/20202/27/20203/18/20203/31/20205/19/20207/28/20218/27/20202/27/20204/15/20205/11/2020 10/27/202111/25/201911/21/201910/24/201911/18/202111/21/201911/18/202111/17/202110/22/202010/29/202010/13/2020 Settlement Date NRNR S&P-AS&P-AS&P-A S&P-AAS&P-AAS&P-AAS&P-AAS&P-AAS&P-AAS&P-AAS&P-AAS&P-AAS&P-AAS&P-AA S&P-AA-S&P-AA-S&P-AA-S&P-AA-S&P-AA-S&P-AA-S&P-AA-S&P-AA-S&P-AA-S&P-AA-S&P-AA-S&P-AA-S&P-AA- S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+ S&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAA Credit Rating 2 NRNRNRNR Moodys-A1Moodys-A2Moodys-A2Moodys-A1Moodys-A1Moodys-A1Moodys-A1Moodys-A2Moodys-A1 Moodys-AaaMoodys-Aa2Moodys-Aa1Moodys-Aa2Moodys-Aa1Moodys-Aa1Moodys-Aa1Moodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-Aa1Moodys-AaaMoodys-Aa3Moodys-Aa3Moodys-Aa1Moodys-AaaMoodys-Aa3Moodys-Aa1Moodys-Aa aMoodys-Aa3Moodys-Aa2Moodys-AaaMoodys-Aa2Moodys-AaaMoodys-Aa2Moodys-AaaMoodys-Aa1Moodys-Aa3Moodys-AaaMoodys-Aa3Moodys-Aa2Moodys-Aa2Moodys-Aa1Moodys-AaaMoodys-Aa3Moodys-AaaMoodys-AaaMoodys-AaaMoodys-A a2Moodys-Aa1Moodys-Aa1Moodys-Aaa Credit Rating 1 Description Exxon 3.176 3/15/2024-23Walmart 3.3 4/22/2024-24Apple Inc 2.85 5/11/2024-24Amazon 0.45 5/12/2024-21Walmart 2.85 7/8/2024-24John Deere Capital 2.05 1/5/2025APPLE 2.75 1/13/2025-20Apple 1.125 5/11/2025-20Apple 0.55 8/20/2025-20Johnson & Johnson 0.55 9/1/2025-20Johnson & Johnson 0.55 9/1/2025-20New York Life Global 0.85 1/15/2026New York Life Global 0.85 1/15/2026John Deere Capital 0.7 1/15/2026Apple Inc 0.7 2/8/2026-21 Corporate Notes Maryland State 2.25 3/15/2022State of California 2.367 4/1/2022California Health Facilities Financing Authority 1VIRGINIA PUBLIC BUILDING AUTHORITY 1.60Davis Joint USD 5 8/1/2022San Mateo Foster City 1.162 8/1/2022Oak Grove School Dist 0.927 8/1/2022State of Minnesota 0.4 8/1/2022Alameda County CA 4 8/1/2022ANTELOPE VALLEY HSD 1.979 8/2/2022State of California 2.5 10/1/2022State of Texas 0.308 10/1/2022CALIFORNIA ST UNIV REV BOND 1.523 11/1/2State of Maryland 0.86 3/15/2023WISCONSIN STATE2.049 5/1/2023OXNARD SCHOOL DIST 2.058 8/1/2023State of Georgia 0.26 8/1/2023-20Davis Joint USD 5 8/1/2023San Jose CA REDEV AGY 2.828 8/1/2023Contra Costa Community College 1.704 8/1/2023West Contra Costa USD 1.569 8/1/2023ANTELOPE VALLEY HSD 2.082 8/1/2023State of Texas 0.508 10/1/2023California State 2.25 10/1/2023State of California 1.25 10/1/2023CALIFORNIA ST UNIV 1.557 11/1/2023City of Oakland 1.58 1/15/2024State of Maryland 0.97 3/15/2024CA State3 4/1/2024City of Vallejo CA Water1.523 5/1/2024State of Florida 0.39 6/1/2024Davis Joint USD 5 8/1/2024County of Stata Clara 2 8/1/2024State of Georgia 0.42 8/1/2024-20SJSDEV 2.958 8/1/2024State of Hawaii 0.802 10/1/2024City of Oakland 1.63 1/15/2025County of Riverside 2.667 2/15/2025-20STATE OF CONNECTICUT 3.136 4/15/2025State of Oregon 1.867 5/1/2025-19Texas A&M University 2.666 5/15/2025 CUSIP/Ticker 30231GAC6931142DP5037833CU2023135BW5931142EL324422EVC0037833DF4037833DT4037833DX5478160CN2478160CN264952WDW064952WDW024422EVK2037833EB2 Municipal Bonds 574193NC813063DAD013032UUZ99281726 H3238848EH4799055QR2671205Y4860412AVR1010878AN6036717MK913063DRH3882724XH513077DKA9574193SN9977100CZ7692020R36373385FN8238848EJ0798170AF3212204JD49523472D3036717ML7882724WQ613063DDG013063DJ8213077DKB 7672240WS3574193SP413063DLZ9919259BM234153QUC8238848EK7801546QU9373385FP3798170AG1419792ZK5672240WT176913CAZ220772KGP868609TMM788213AEL5 Book Value 3,161,175.004,987,932.938,145,471.265,000,000.005,019,112.364,405,997.745,451,261.401,706,040.931,843,718.095,000,000.009,994,365.654,998,982.869,997,730.005,006,582.864,996,634.494,981,846.425,000,6 90.005,062,755.074,997,987.375,000,000.005,074,330.004,996,570.004,996,532.503,545,000.005,000,000.005,000,000.005,003,813.375,197,789.845,151,318.285,031,553.185,044,164.477,500,000.009,989,500.004, 989,957.815,000,000.009,993,680.007,737,600.009,988,000.005,000,000.002,749,628.755,000,000.005,000,000.004,995,000.009,996,700.004,998,589.85 10,005,822.9410,000,000.0010,000,000.0010,000,000.0010,000,000.0010,000,000.0010,000,000.0010,000,000.0010,000,000.00 171,911,537.66287,018,712.92 Market Value 3,070,050.004,776,800.007,798,800.004,777,750.009,575,900.004,787,950.004,151,962.505,170,900.001,626,143.401,750,476.205,012,980.009,981,860.005,030,535.004,944,235.004,945,050.004,920,715.005,111,5 30.005,103,140.005,100,280.004,877,770.009,774,620.005,165,300.009,751,960.005,055,505.005,023,495.009,698,830.003,442,584.954,988,545.004,993,290.004,970,355.004,970,355.004,958,505.009,667,180.004, 824,230.004,824,230.007,242,195.009,559,920.009,519,520.009,544,780.004,743,620.004,793,890.009,469,100.007,393,461.259,416,250.004,760,845.009,664,740.009,727,110.002,636,548.754,806,565.004,757,150 .004,837,485.009,931,680.005,020,115.00 10,008,880.00 168,857,444.10279,950,819.95 3,000,000.005,000,000.008,000,000.005,000,000.005,000,000.003,750,000.005,000,000.001,545,000.001,735,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,0 00.005,000,000.005,000,000.005,000,000.005,000,000.003,545,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.007,500,000.005,000,000.005,000,000.007,750,000.005, 000,000.002,750,000.005,000,000.005,000,000.005,000,000.005,000,000.00 10,000,000.0010,000,000.0010,000,000.0010,000,000.0010,000,000.0010,000,000.0010,000,000.0010,000,000.0010,000,000.0010,000,000.0010,000,000.0010,000,000.0010,000,000.0010,000,000.0010,000,000.00 169,115,000.00286,545,000.00 Face Amount/Shares 1.1040.6200.7290.5200.6430.5490.5600.7000.8730.874 1.173 1.9750.2381.5811.2130.2870.2950.4932.8652.2132.6720.2000.3002.6120.3602.1891.9040.4500.5701.6001.6501.5980.2970.4810.7000.5670.4940.7000.5300. 5000.5500.4330.5000.4960.5910.5300.5001.0200.9970.8780.9520.8601.1211.807 0.929 1.810 YTM @ Cost 6/1/20257/1/20258/1/20258/1/20258/1/20258/1/20268/2/20265/5/20225/5/20231/4/20243/8/20246/3/20247/3/20247/8/20241/7/20251/7/20252/4/2026 5/15/202510/1/202511/1/20257/25/20222/21/20232/22/20235/22/20237/10/20237/17/20239/12/20231/29/20245/24/20247/15/20248/16/20248/20/20242/12/20255/13/20255/15/20255/15/20256/10/20257/23/20257/29/20258 /19/20258/25/20259/15/20251/15/20261/28/20262/25/20265/12/20265/26/20268/26/20268/28/20269/30/20269/30/20262/16/20276/30/2022 10/23/2023 Maturity Date 8/5/20205/5/20176/5/20206/5/20201/4/20213/8/20196/3/20197/3/20197/8/20206/8/20216/8/20202/4/2021 5/15/20202/25/20218/27/202011/2/202011/3/20208/16/20218/16/20217/23/20208/21/20192/22/20227/17/20185/14/20191/23/20197/15/20208/16/20198/20/20191/27/20205/18/20207/27/20216/10/20207/23/20208/19/20202 /12/20211/15/20211/28/20212/25/20215/12/20215/26/20218/26/20218/30/20219/30/20212/16/20227/21/2017 10/26/202011/20/202011/24/202110/30/202011/24/202012/21/202010/30/202012/15/202010/14/2021 Settlement Date NRNRNRNR S&P-AA- S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P -AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+ S&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAAS&P-AAA Credit Rating 2 NRNRNRNR Moodys-AaaMoodys-AaaMoodys-Aa3Moodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-Aa2Moodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-Aa aMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-A aaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-Aaa Credit Rating 1 Description Texas ST A&M University 2.686 5/15/2025State of Florida 0.55 6/1/2025Florida State Board of Admin Finance Corp 1.258 State of Georgia 0.52 8/1/2025-20State of Maryland 0.66 8/1/2025State of Maryland 0.66 8/1/2025State of Texas 5 10/1/2025State of California 3 11/1/2025Marin CA Community College 3.245 8/1/2026San Diego CA Community College 2.299 8/2/202 Municipal Bonds FAMC 1.975 5/5/2022FHLMC 0.125 7/25/2022FFCB 1.56 2/21/2023FFCB 1.19 2/22/2023FHLMC 0.375 5/5/2023FFCB 0.25 5/22/2023FNMA 0.25 7/10/2023FFCB 2.875 7/17/2023FNMA 2.875 9/12/2023FFCB 2.65 10/23/2023FFCB 0.2 1/4/2024FHLMC 0.3 1/29/2024-21FHLB 3.25 3/8/2024FHLMC 0.36 5/24/2024-22FFCB 2.16 6/3/2024FHLB 1.875 7/3/2024FHLMC 0.45 7/8/2024-22FHLMC 0.57 7/15/2024-21FFCB 1.6 8/16/2024FAMC 1.65 8/20/2024FNMA 1.625 1/7/2025FNMA 1.625 1/7/2025FHLMC 1.5 2/12/2025FHLMC 0.7 5/13/2025-21TVA 0.75 5/15/2025TVA 0.75 5/15/2025FHLMC 0.7 6/10/2025-21FHLMC 0.5 7/23/2025-21FHLMC 0.5 7/29/2025-21FNMA 0.55 8/19/2025-22FNMA 0.375 8/25/2025FHLMC 0.5 9/15/2025-21FAMC 0.48 1/15/2026FHLB 0.55 1/28/2026-21FFCB 0.5 2/4/2026-21FHLB 0.5 2/25/2026-22FHLB 1.02 5/12/2026-21FHLB Step 5/26/2026-22FHLB 0.875 8/26/2026-22FHLB Step 8/28/2026-23FAMC 0.86 9/30/2026FHLB 1.1 9/30/2026-22FFCB 1.8 2/16/2027 US Agency T-Note 1.75 6/30/2022 CUSIP/Ticker 88213AKC834153QUD6341271AD6373385FQ1574193TR9574193TR9882724RA713063DYW256781RJK4797272QR5 US Agency 3132X0SK83137EAET23133EKD603133ENPH73137EAER63133ELA873135G05G43133EJUS63135G0U433133 EJ5W53133EMMF63134GW7A83130A0XE53134GXDY73133EKNX03130AGPY53134GV4S43134GV5R53133EKA6331422BKC33135G0X243135G0X243137EAEP03134GVSY5880591EW8880591EW83134GVB563134GWAU03134GW7B63136G4H633135G05X73134G XGW831422B6K13130AKNG73133EMPU03130AKXX93130AMBE13130AMEJ73130ANSA93130ANVG231422XNB43130APDK83133ENNS5 US Treasury 912828XW5 Book Value 5,004,181.784,998,551.234,997,382.834,992,347.944,922,921.345,039,789.779,975,000.004,996,987.894,988,867.19 10,329,650.00 65,244,269.82 701,729,649.30 Market Value 5,029,100.005,028,710.005,030,860.005,033,400.005,018,165.005,096,485.009,809,770.004,909,180.004,809,960.00 10,016,020.00 64,801,765.00 687,464,497.53 5,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.005,000,000.00 10,000,000.0010,000,000.00 65,000,000.00 697,804,000.00 Face Amount/Shares 1.8231.9351.9302.0372.7322.1920.5010.5300.4200.921 1.3731.157 YTM @ Cost 7/31/20228/31/20229/30/20225/31/20238/31/20237/31/20249/30/2026 10/31/202210/31/202311/30/2023 Maturity Date 3/1/2021 7/31/201710/6/20176/27/20185/21/201911/2/20219/30/2021 10/10/201710/31/201711/30/2021 Settlement Date S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+S&P-AA+ Credit Rating 2 Moodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-AaaMoodys-Aaa Credit Rating 1 Description T-Note 2 7/31/2022T-Note 1.875 8/31/2022T-Note 1.875 9/30/2022T-Note 1.875 10/31/2022T-Note 1.625 5/31/2023T-Note 2.75 8/31/2023T-Note 0.375 10/31/2023T-Note 0.5 11/30/2023T-Note 1.75 7/31/2024T-Note 0.875 9/30/2026 US Treasury2.48 CUSIP/Ticker 912828XQ8912828L249128282W9912828M49912828R699128284X591282CDD091282CDM0912828Y8791282CCZ2 Total / AverageDuration To Maturity Market Value Source: US Bank Safekeeping*Duration To Maturity Source: TrackerFAMC Securities: US Government Agency/Not Rated Treasurer –Tax Collector Troy Kidd, Treasurer-Tax Collector Treasury Division 25 County Center Drive, Suite 125 T: 530.552.3730 buttecounty.net/ttc Oroville, California 95965-3384 F: 530.538.6450 March 31, 2022 Butte County Board of Supervisors Butte County Chief Administrative Officer Investment Pool Oversight Committee The attached statements showing investment transactions for the month ending February 28, 2022 are submitted in accordance with Government Code, and with Local Agency Investment Guidelines as provided by the California Debt and Investment Advisory Commission. The Investment Policy effective July 1, 2021 includes a provision for monthly reporting of investment transactions to the Board of Supervisors. In addition to the above, Investment Reports are submitted on a monthly basis. Quarterly Investment Reports are also made available on the Treasurer-Tax Collector website at http://www.buttecounty.net/ttc. If you have any questions regarding investment reporting, please feel free to contact me, or Kiley Patterson, at 552-3731. Yours truly, Troy Kidd Troy Kidd Butte County Treasurer-Tax Collector Monthly Investment Transaction Reporting Table of Contents Local Agency Investment Fund Butte County Treasurer Butte Community College District Paradise Unified School District Oroville Union School District Chico Unified School District Butte County Office of Education Butte County Treasurer-PG&E CAMP US Bank Safekeeping !!!!!!2 6-687-56:/13 Qbhf 75-912-876/1189-244-656/11:1-255-575/57 38:-:61-92:/:6 Nbslfu!Wbmvf Gps!qfsjpe!1301203133!.!1303903133 TBGFLFFQJOH!PQFSBUJPOT 6-5:5-661/11 76-345-578/698:-:43-271/11:3-45:-115/97 398-357-:73/61 Qsjodjqbm!Dptu !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!)911*!347.5332 !!!!+Tvnnbsz!!!!+Bdujwjuz!.!Tfuumfe0Dmfbsfe!Dbti!Bdujwjuz!!!!+Bdujwjuz!.!Qspkfdufe!Bdujwjuz!gps!Ofyu!Tubufnfou!Qfsjpe!!!!+Ipmejoht!!!!+Dbti!Gmpx!Qspkfdujpot Zpvs!Tbmft!Sfqsftfoubujwf!jt;Tubufnfou!Dpoufout 6-5:8-111/11111 Psjhjobm!Gbdf 76-111-111/1111191-111-111/11111:2-758-111/11111 397-656-111/11111 1/111/111/111/111/111/111/111/111/111/111/111/111/111/111/111/111/111/111/111/11 Bnpvou TVNNBSZ!.!VTE 2-299-632/546-361-111/11 )2:-::5-541/11*)24-666-:19/68* Qbs0Tibsft 6-5:8-111/11111 76-111-111/1111191-111-111/11111:2-758-111/11111 397-656-111/11111 YYYYYYY749 CVUUF!DPVOUZ!USFBTVSFS Usbotbdujpo!Uzqf QvsdibtftQvsdibtf!SfwfstbmtTbmftTbmf!SfwfstbmtXjuiesbxbmtSfdfjqutEfmjwfsjftQsjodjqbm!SfwfstbmtJoufsftuJoufsftu!SfwfstbmtJoufsftu!BekvtunfoutNbuvsjujftDbmmtQvutQbzepxotQbzepxo!Bekvtun foutQbzvqtQbzvq!BekvtunfoutDbti!EjwjefoetCbmbodf!DibohftTupdl!EjwjefoetDmptfpvutDmptfpvu!Ejwjefoet Ofu!Bdujwjuz Dbufhpsz Epnftujd!Ujnf!EfqptjutUsfbtvsz!PcmjhbujpotVT!Hpwfsonfou!Bhfodz!TfdvsjujftOpo!V T!Hpwfsonfou!Bhfodz!TfdvsjujftDpsqpsbuf!Tfdvsjujft Bddu!Obnf;Bddu!Ovncfs;BDUJWJUZ!.!Tfuumfe0Dmfbsfe!Dbti!BdujwjuzIPMEJOHT!.!Dvtupez !!!!!!3 Qbhf 279-968-555/21 798-575-5:8/64 Nbslfu!Wbmvf Gps!qfsjpe!1301203133!.!1303903133 284-236-695/36 814-493-83:/2: Qsjodjqbm!Dptu 27:-226-111/11 7:8-915-111/11 Psjhjobm!Gbdf TVNNBSZ!.!VTE Qbs0Tibsft 27:-226-111/11 7:8-915-111/11111 YYYYYYY749 CVUUF!DPVOUZ!USFBTVSFS Dbufhpsz Nvojdjqbm!Tfdvsjujft Upubm!Dvtupez!Ipmejoht Bddpvou!Obnf;Bddpvou!Ovncfs;IPMEJOHT!.!Dvtupez !!!!!!4 Bnpvou 6-:48/116-256/114-715/614-9:4/517-611/11 51-111/1135-946/9125-632/:63:-691/1127-193/3627-611/1123-111/1121-611/1124-111/11 Qbhf Tfdvsjuz!JE 121989BO7323315KE5147828NM8147828NL:7:3131S478:9281BH2:392837I4782316Z59:634583E46852:4US:71523BWS2484496GO9484496GQ4484496GR2 Gps!qfsjpe!1301203133!.!1303903133 Qsjdf0OBW Qbs0Tibsft SbufNbuvsjuz 5/11119012031332/81519012031343/19319012031342/:8:19012031333/16919012031343/:6919012031352/7131901203133/:3819012031332/67:1901203134/7711901203136/5111901203133/3711901203134/531190120 3135/6311901203136 BDUJWJUZ!.!VTE Tfuumfe0Dmfbsfe!Dbti!Bdujwjuz Eftdsjqujpo BMBNFEB!DOUZ!DB!HP!VOMUE!UYCMTFS!BDPOUSB!DPTUB!DB!DNOUZ!DMHEJTU!HP!VOMUE!UYCM!SFGBOUFMPQF!WMZ!DB!VOJPO!IJHI!TDIEJTU!HP!VOMUE!UYCM!SFGBOUFMPQF!WMZ!DB!VOJPO!IJHI!TDIEJTU!HP!VOMUE!UYCM!SFGPY OBSE!DB!TDI!EJTU!HP!VOMUEUYCM!SFGTBO!KPTF!DB!SFEFW!BHZ!TVDDFTPSUBY!BMMPD!UYCM!SFG!TS!TFS!B.UWJSHJOJB!TU!QVCMJD!CMEH!BVUIGBDT!SFW!UYCM!TFS!DPBL!HSPWF!DB!TDI!EJTU!HP!VOMUEUYCM!SFGX!DPOUSB!DPTUB!DB!VOJG !TDIEJTU!HP!UYCM!SFGNBSZMBOE!TU!UYCM!HP!VOMUESFG!TFS!DNJOOFTPUB!TU!HPUYCM.SFG.TFS!HHFPSHJB!TU!UBYBCMF!HP!VOMUETFS!C!HSPVQ!2HFPSHJB!TU!UBYBCMF!HP!VOMUETFS!C!HSPVQ!2HFPSHJB!TU!UBYBCMF!HP!VOMUETFS!C!HSP VQ!2 Bdujwjuz JoufsftuJoufsftuJoufsftuJoufsftuJoufsftuJoufsftuJoufsftuJoufsftuJoufsftuJoufsftuJoufsftuJoufsftuJoufsftuJoufsftu YYYYYYY749 CVUUF!DPVOUZ!USFBTVSFS Bddu!Obnf;Bddu!Ovncfs;EbufUjdlfu 13012031334:32:555613012031334:331694:13012031334:331883213012031334:331883413012031334:331928713012031334:3319:2513012031334:332254713012031334:332347413012031334:33 2428:13012031334:332515:1301203133862117217130120313386211728313012031338621172841301203133862117285 !!!!!!5 Bnpvou 6-62:/61 61-944/44:5-849/1142-486/1145-861/1144-236/1144-111/112:-:54/9436-178/7436-111/1161-111/1128-611/1186-111/1148-611/11 Qbhf Tfdvsjuz!JE 912657RV:8:9281BG4349959FI58::166RS3349959FL8349959FK16852:4US:8:8383RS667892SKL54244FNQV16:5:29CR7148944FC3148944DH44248FBFQ1 Gps!qfsjpe!1301203133!.!1303903133 Qsjdf0OBW Qbs0Tibsft SbufNbuvsjuz 3/11119012031353/93919012031346/11119012031332/27319012031336/11119012031356/1111901203134/77119012031363/3::19012031374/3561901203137/61113015031373/1111901903134/81113019031374/1111301 :031352/6111302303136 BDUJWJUZ!.!VTE Tfuumfe0Dmfbsfe!Dbti!Bdujwjuz Eftdsjqujpo TBOUB!DMBSB!DPVOUZ!DB!HP!VOMUEUBYBCMF!TFS!CTBO!KPTF!DB!SFEFW!BHZ!TVDDFTTPEBWJT!DB!KU!VOJG!TDI!HP!VOMUEEJTU!ZPMP!DOUZ!SFGTBO!NBUFP!DB!GPTUFS!DJUZ!HPTDI!EJTU!UYCM.SFGEBWJT!DB!KU!VOJG!TDI!HP !VOMUEEJTU!ZPMP!DOUZ!SFGEBWJT!DB!KU!VOJGJFE!HP!VOMUTDIPPM!EJTU!ZPMP!DOUZ!SFGNBSZMBOE!TU!UYCM!HP!VOMUESFG!TFS!DTBO!EJFHP!DB!DNOUZ!DMH!EJTU!HPUYCM.SFG.TFS!BNBSJO!DB!DNOUZ!DMH!EJTU!HPUYCM.FMFDUJPO!3127. 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