Loading...
2003 05 14 IABP.O. Box 1504 78-495 CALLE TAMPICO (760) 777-7000 LA QUINTA, CALIFORNIA 92253 FAX (760) 777-7101 AGENDA INVESTMENT ADVISORY BOARD Study Session Room 78-495 Calle Tampico- La Quinta, CA 92253 May 14, 2003 - 5:30 P.M. I CALL TO ORDER a. Pledge of Allegiance b. Roll Call II PUBLIC COMMENT- (This is the time set aside for public comment on any matter not scheduled on the agenda.) III CONFIRMATION OF AGENDA IV CONSENT CALENDAR A. Approval of Minutes of Meeting on April 9, 2003 for the Investment Advisory Board. V BUSINESS SESSION A. Transmittal of Treasury Report for March 2003 B. Consideration of Fiscal Year 2003/04 Investment Policies VI CORRESPONDENCE AND WRITTEN MATERIAL A. Month End Cash Report and other selected Financial Data - April 2003 B. Pooled Money Investment Board Reports - February 2003 C. GASB No. 40 - New Rules Regarding Investment Disclosures in the notes to the Financial Statements. VII BOARD MEMBER ITEMS VIII ADJOURNMENT Lite of Calibrcti i av 20(13 To: All Local Agency, Investrnctttfun.d ParticipaItts I am aware of concents expressed on. behalf ol.1-ocal � ,(:Teiicv Int-estment Fund J AIR participants its to the relationship of this program to the State's current fiscal difficulties. In addressing, concerns regardina the safetywid Iigyidity of your depos-its in the Local Agency Investment Fund, I would like: to remind you that Government C'.ode Section I t`i429,3 speci.-fically excludes your LAW deposits frombeing transferred. loaned, impounded or seized by any State AggeAncy or Official. As } r trustee far . A1*F Iutid.s, I would. oppose any statutory' ch.angea in reg-ard to the pr n and. I will support: the intent of the statttte'that: protects your funds. r, t :`Sir ei ly, 3 Phil Ange j. es t� to Treasurer 915 CAPITOL MALL. ROOM 110 SACRAMENTO, CA 95814 �t (916) 653-2995 FAx (916) 653.31 25 INVESTMENT ADVISORY BOARD Business Session: A Meeting Date: May 14, 2003 ITEM TITLE: Transmittal of Treasury Report for March 2003 BACKGROUND: Attached please find the Treasury Report March 2003 RECOMMENDATION: Review, Receive and File the Treasury Report for March 2003 n M. Falconer, Finance Director Ta 0 19� 4bf 4 Qu&rA MEMORANDUM TO: La Quinta City Council FROM: John M. Falconer, Finance Directorfrreasurer SUBJECT: Treasurer's Report for March 31, 2003 DATE: April 28, 2003 Attached is the Treasurer's Report for the month ending March 31, 2003. The report is submitted to On City Council each month after a reconciliation of accounts is accomplished by the Finance Department. The following table summarizes the changes in investment types for the month: Investment Beainning Purchased Notes Sold/Matured Other Ending Change Cash ($876,960) $1,019,242 (1) $142,282 $1,019,242 LAW $20,175,157 (1,000,000) 14,175,157 (1,000,000) US Treasuries (2) $57,876,305 3,988,979 (26,912) 61,838,372 3,962,067 US Gov't Agencies (2) $19,876,446 19,635 19,896,081 19,635 Commercial Paper (2) $5,997,312 (6,000,000) 2,688 0 (5,997,312) Mutual Funds $4 320 215 1 4 035 715 284,500 4 035,T15 Total $107 368 475 1 $5 008 221 $11 035 715) 1 ($4,5891 1 $101 336 392 $6 032 083 I certify that this report accurately reflects all pooled investments and is in compliance with the California Government Code; and is in conformity with the City Investment Policy. As Treasurer of the City of La Quinta, I hereby certify that sufficient investment liquidity and anticipated revenues are available to meet the pools expenditure requirements for the next six months. the City of La Quints used the Bureau of the Public Debt, U.S. Bank Monthly Statement and the Bank of New York Montt►f)r Custodian Report to determine the fair market value of investments at month end. John M. Falconer Finance Director/Treasurer Footnote (1) The amount reported represents the net increase (decrease) of deposits and withdrawals from the previous month. (2) The amount reported in the other column represents the amortization of premium/discount for the month on US Treasury, Commercial Paper and Agency investments. Sys 9" a r r r Le Lo W C r N pp� v N LD Y S $ $ to jcy�� t �• N a l 7_ss_�s 7_s 7a Oxl N 3 � aQ a- v ul 8 8 � 8 x 3 L` X $ 9000 �§ x g 3 8 is $ 3 LL Z ys C y ia _ o 2 = y0 LL_ g $p� ��IZLvN J LF {p W Y W W a W y a� W N s E N . O N Qy V s IIIJLLi ,s � ` yg� vi C � 7► 's U. *Ogg oi•�..- N O Mts%% saaaaaa V)N -O)N O 9 Y Q Q HIM11 O $ $ O O $ $ 8" d �$ 8 8 p $ 8 OUR O ON j N 3 3.6 • N Q �egmpD d O h N N h N N w � ' : � � 4� N $� S2 13� N H bi y(NN YYYYYYY V! YYYYYYYtA a 0 a a a a a I a N N 0 0 0 0 0 0 0 0 0 0 0 0 33333333333335t O I�fw! 1AAeD 0A O O O O O O O O G O 0 0 0 uuuLri��^i1Xtd��iL'i^t I's. >8 >8 f's. >8 >8 > ILL yfgdNNd��NdydF <V1m N low, N�fA jhVl�yy�h�NjNj F - N 4 0 a w c �U c N c_ E d C N � c cQ a E coo �:3 ,�. z O U' O N N Ems 0 zM Uc/U2 O d O 2 Zct 0 v o O Q O v+ ' M O p Z V Z M O C6 �0 OD0 0 0 °' 4* rn = c m 0voc0 as ~ s �C000 v� 0 L j U 0 .O c N 71 L U 4) a a� 0 N Zc 5c t CL= 0-C iLa� 0�a t c V V N p Z tO 0 >Z���za,�4) c IL Q E E N E E E H 0 E E 0 M CDC) 0 0 c o'er 0 m E .Y 0 0 H- e N �U-U- E E'C6� �a 'CZOgg(L'c as» o P O d oo Q Z 00 M � � O N N a Z v m 00 v � � Z cc O o O O `80 M ti'f u w c I a 0 00 0 IX EL 0 U ) C y rn cep u- c c U0 E � CL o00 ad o. o. M ~_IN49 J9 mm w � �,. U 0 H o 0 U 0 CD L L � U y0w 0 0 ��—=•c cca� a ZccoccoMMmm0V° ra.o.aIS"ZI o0.N .o 0MCI)0.1 0 •r �Z 0)�. O O La. ��ZZ C Z q) C m Cl) 0 0 E 0 0 0d�aEEENNwcm sU o�- c E UUU oEo:� min _ _ — - vi v� vi �ic��gaaa� 0 O C 0 r) O C) c � H cv m O °- N E s. 0f A V .p C c W I CL m c N 0 Crs 00coow E N N E a �; E 'S z �aa-4 )J�� k �^���o_o�-o�- �■ �KAk� I j$kd■ _ � � a _ ass �o�� A& ■ 0 V. 40 I I-Ne CO) �A ~( An CL C4wVe I 40 r-/� In � iCt lo _ �27J 2 LL e §LL k § 211e.61 Q§■ems §m «� LL � LL co22�-U§� _ � �� ■ c__2at�o&$2 » uLL. m� Q«<OLu 2mB■ ■ Qom ■aC o R k g§2 s%0cli aRia o le I IR I O eOcp CMiN1O0 ddc4 xco) 'I E$ � -* g '100,N '" c O C A O o 4 O N W-V ��r M N v LL I mI Q ^� u�i� �R't �i c IN �+ h o N N p O� K N O K v LL p lh0% A R�Na�oe�i OIit e� M NO O N 00 O O - OpS� If�g O 0/ �p f.: W) K �. Olt ef off r-0 c p h U.In r l •- o r a $ pj li S �ShV- N co S O t0 V. S O 10 wf S O /0 ais►api O Nf 01Cli N Oi cli N IQ cq N a0 LLf co /0 1A !+ N P A b � c� A �S � �O�Np � ��5 ��NaOUY� GfOaDN�O MY9tneN N �O.' S t0 w r. v �NN��.,S V- N V. Z C O C w Ec Lam' - x c u ai' .c a '� a E- h d y GO c ex 0. 10 w V c 41 otS 06 a�ul ,ty � Z U 9 W Z L �N W� v a°fo O O N N a a c O 40 ri e+i LL g O Kl 0 �p Vdo N P: c O N O M is O 9 co �M O a CDC LL g a�mo l0 U $LLa 'doom �E E1� W W W �d Cr- � - �U) 09*aR Al919. aioivri IMID IV W) i 049*- 4 QO 1: N O W) lw 0 IV ***aR0 C$$$- 0U)mV ae aE aE ae * muim� g4aeaE� vcaisA� m wi m wi aee*a , mvRq lco° rd cc 'c rc aeae�pa4ae�MN �Nlw7e�Rj �p fp tC f0 avE9 a�pR— MNe'ONN tC fC tC tC ae a4 ae aE N m m m m tG fp �O f0 C ski FA m R1?P E 'f E cc W W W 20 ddd��� 8 0 >000 =000 9. 19 e0 1 0 -C n 4111 IRRMOR go 1.8-le cos AxxxAA xttxx ^' Me=' $1;1Mn�a > e= AxxxAA 10ypaOMa Y r »»>asd w O b b r 6g �� CITY OF LA OUINTA BALANCE SHEET 02I2M03 ASSETS: TOTAL ASSETS CITY CITY RDA RDA FA FIXED LONG TERM FIXED LONG TERM FINANCING LONG TERM GRAND CITY ASSETS DEBT RDA ASSETS DEBT AUTHORITY DEBT TOTAL POOLED CASH (938,80.01) 0.00 0.00 19,586,602.52 0.00 0.00 7.847.60 0.00 18,655,587.11 LORP INVESTMENT IN POOLED CASH 0.00 0.00 0.00 590.000.00 0.00 0.00 0.00 0.00 590,000.00 INVESTMENT T43 LLNOTES & OTHER 52,000.000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 52,000.000.00 AUTO MALL CASH 0.00 0.00 0.00 LORP CASH 0.00 0.00 0.00 7,272.52 0.00 0.00 0.00 0.00 7,272.52 BOND REDEMPTION CASH 0.00 0.00 0.00 2;077.78 0.00 0.00 193.940.00 0.00 196.017.78 BOND RESERVE CASH 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 BOND PROJECT CASH 0.00 0.00 0.00 30,088,779.89 0.00 0.00 0.10 0.00 30,088,779.79 BOND ESCROW CASH 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0:00 0.00 PETTY CASH 1 .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1,200.00 CASH & INVESTMENT TOTAL 51.062.336.99 0.00 0.00 50,274,732.51 0.00 0.00 201,78 .70 0.00 101,538,857.20 INVESTMENT IN LAND HELD FOR RESALE 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 ACCOUNTS RECEIVABLE 141,182.56 0.00 0.00 60,900.00 0.00 0.00 0.00 0.00 202.082.58 PREMIUMIDISCOUNT ON INVESTMENT (114.379.54) 0.00 0.00 (88.087.00) 0.00 0.00 0.00 0.00 (202.468.54) LORP-ACCOUNTS RECEIVABLE 0.00 0.00 0.00 53,104.94 0.00 0.00 0.00 0.00 53.104.94 INTEREST RECEIVABLE 220,844.75 0.00 0.00 0.00 0.00 0.00 0.00 0.00 220.844.75 LOANAVOTES RECEIVABLE (59.05) 0.00 0.00 13.215,683.11 0.00 0.00 0.00 0.00 13,215,624.05 DUE FROM OTHER AGENCIES 1,184,702.00 227,833.02 1,392.535.02 DUE FROM OTHER AGENCIES - CVAG 2,298,096.09 0.00 0.00 0.00 0.00 0.00 0.00 2,299,096.89 CVAG ALLOWANCE (220.096.09) (2,299.096.89) DUE FROM OTHER GOVERNMENTS 30,800.37 0.00 0.00 0.00 0.00 0.00 0.00 0.00 30,600.37 DUE FROM OTHER FUNDS 0.00 0.00 175,002.41 0.00 0.00 0.00 0.00 175,002.41 DUE FROM RDA 8.497.550.20 0.00 0.00 0.00 0.00 0.00 0.00 0.00 8,497,550.20 INTEREST ADVANCE -DUE FROM RDA 5.035.047.95 0.00 0.00 0.00 0.00 0.00 0.00 0.00 5,035,047.95 ADVANCES TO OTHER FUNDS 1,100,000.00 4,445,923.52 5,545,923.52 NSF CHECKS RECEIVABLE 3,806.56 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3,8W.56 ACCRUED REVENUE 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 FIXED ASSETS 0.00 308,13MA99.00 308,622.199.00 ACCUMULATED DEPRECIATION 1.016,482.90 0.00 1,018,482.90 TRAVEL ADVANCES 625.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 625.00 EMPLOYEE ADVANCES 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 PREPAID EXPENSES 16.497.16 0.00 0.00 0.00 0.00 0.00 0.00 0.00 16,497.15 RECEIVABLE TOTAL 17,114.900.87 308.622,199.00 0.00 18.090,360.00 0.00 0.00 0.00 0.00 343,827,459.87 WORKER COMPENSATION DEPOSIT 148,445.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 148,445.00 RENT DEPOSITS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 UTILITY DEPOSITS 75.00 0.00 0.00 0.00 0.00 0.00 10.00 0.00 75.00 MISC. DEPOSITS 998.21 0.00 0.00 0.00 0.00 0.00 0.00 0.00 996.21 DEPOSITS TOTAL 149.518.21 0.00 0.00 0.00 0.00 0.00 0.00 0.00 149,518.21 GENERAL FIXED ASSETS 0.00 0.00 0.00 0.00 52,094,306.00 0.00 0.00 0.00 52,094,306.00 ACCUMULATED DEPRECIATION 0.00 0.00 0.00 AMOUNT AVAILABLE TO RETIRE UT DEBT 0.00 0.00 OAO 0.00 0.00 0.00 0.00 0.00 0.00 AMOUNT TO BE PROVIDED FOR L/T DEBT 0.00 0.00 1,MM,231.51 0.00 0.00 160,998,172.00 0.00 7.475,000.00 170,167,403.51 TOTAL OTHER ASSETS 0.00 0.00 1.694,231.51 0.00 52.094,306.00 160.998.172.00 0.00 7.475.000.00 222,281,709.51 88,328,758.07 308,822,198.00 1,694,231.51 88,385,092.51 52,094,306.00 180,998,172.00 201,787.70 7,475,000.00 687,777,544.79 LIABNLIMS: ACCOUNTS PAYABLE 14.144.54 0.00 0.00 0.00 0.00 0.00 0.00 0.00 14,144.54 DUE TO OTHER AGENCIES 949,365.79 0.00 0.00 0.00 0.00 0.00 0.00 0.00 949.365.79 DUE TO OTHER FUNDS 175,002.41 0.00 0.00 2.149.054.57 0.00 0.00 0.00 0.00 2.324,066.98 INTEREST ADVANCE -DUE TO CITY 4.445.923.52 0.00 0.00 12.483.537.00 0.00 0.00 0.00 0.00 16.929.460.52 ACCRUED EXPENSES 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 INTEREST PAYABLE 0.00 0.00 0.00 95,538.44 95,838.44 PAYROLL LIABILITIES 2,844.11 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2,844.11 STRONG MOTION INSTRUMENTS 6,518.60 0.00 0.00 0.00 0.00 0.00 0.00 0.00 6,518.60 FRINGE TOED LIZARD FEES 104.430.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 104,430.00 SUSPENSE 10,968.97 0.00 0.00 0.00 0.00 0.00 0.00 0.00 10,968.97 DUE TO THE CITY OF LA OUINTA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 PAYABLES TOTAL 5.709.197.94 0.00 0.00 14,720,140.01 0.00 .0.00 0.00 0.00 20.437,337.95 ENGINEERING TRUST DEPOSITS 1,400.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1,400.00 SO. COAST AIR QUALITY DEPOSITS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 LORP DEPOSITS 0.00 0.00 0.00 18.409.00 0.00 0.00 0.00 0.00 18,409.00 DEVELOPER DEPOSITS 1,208,569.28 0.00 0.00 10,922.50 0.00 0.00 0.00 0.00 1,219.491.78 MISC. DEPOSITS 440,237.32 0.00 0.00 25.000.00 0.00 0.00 0.00 0.00 465,237.32 AGENCY FUND DEPOSITS 1,382,541.99 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1,382,541.99 TOTAL DEPOSITS 3.032.748.59 0.00 0.00 54,331.50 0.00 0.00 0.00 0.00 3.087,080.09 DEFERRED REVENUE 1 164 702.00 0.00 0.00 11,079,895.08 0.00 0.00 0.00 0.00 12244.397.08 OTHER LIABILITIES TOTAL 1,164,702.00 0.00 0.00 11,079.695.08 0.00 0.00 0.00 0.00 12,244,397.08 COMPENSATED ABSENCES PAYABLE 0.00 0.00 422,197.92 0.00 0.00 0.00 0.00 0.00 422,197.92 DEVELOPER AGREEMENT 0.00 0.00 743,722.59 0.00 0.00 0.00 0.00 0.00 743.722.59 DUE TO THE CITY OF LA OUINTA 0.00 0.00 528,311.00 0.00 0.00 0.00 0.00 0.00 528,311.00 DUE TO COUNTY OF RIVERSIDE 0.00 0.00 0.00 0.00 0.00 2250,600.00 0.00 0.00 2,250.000.00 DUE TO C.V. UNIFIED SCHOOL DIST. 0.00 0.00 0.00 0.00 0.00 8.053,172.00 0.00 0.00 8,063.172.00 DUE TO DESERT SANDS SCHOOL DIST. 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 BONDS PAYABLE 0.00 0.00 0.00 0.00 0.00 150,885,000.00 0.00 7,475,000.00 158,100,000.00 TOTAL LONG TERM DEBT 0.00 0.00 1,694.231.51 0.00 0.00 160,998,172.00 0.00 7,475.000.00 170,167.403.51 TOTAL LIABILITIES 9,906.648.53 0.00 1.694,231.61 25.862,186.59 0.00 160.998,172.00 0.00 7,475,000.00 205,936.218.63 EQUITY4FUND BALANCE 58,420.107.59 308,622,199.00 0.00 42,502.925.92 52.094.306.00 0.00 201,787.70 0.00 461.841.326.21 TOTAL LIABILITY & EQUITY 68 326 756.12 308 622199.00 1 694 31.51 68 365 092.51 52 094 308.00 /60 996172.00 201 787.70 7,475,000.00 857,7 544.84 (0.05) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 (0.05) CASH & INVESTMENT TOTAL 101,53 jw.20 PREMNIMIDISCOUNT ON INVESTMENT 1202.466.841 TOTAL 101,336.390.66 1-1 .,! 10 INVESTMENT ADVISORY BOARD Business Session No. B Meeting Date: May 14, 2003 TITLE: Consideration of Fiscal Year 2003/04 Investment Policies BACKGROUND: Pursuant to State Legislation the City investment policies must be approved on an annual basis by the City Council. This approval is done in June of each year. Attached please find a strikeout version of the changes to the Investment Policy. RECOMMENDATION: Continued review of the Investment policies for approval by City Council in June 2003. Join M. Falcohed Finance Director CITY OF LA QUINTA Investment Policy Table of Contents Section Topic Page Executive Summary 2 I General Purpose 5 II Investment Policy 5 III Scope 5 IV Objectives 6 < Safety < Liquidity < Yield < Diversified Portfolio V Maximum Maturities 7 VI Prudence 7 VII Delegation of Authority 8 Vlll Conflict of Interest 8 IX Authorized Financial Dealers and Institutions 8 < Broker/Dealers < Financial Institutions X Authorized Investments and Limitations 10 XI Investment Pools 13 XII Safekeeping and Custody 14 XIII Interest Earning Distribution Policy 14 XIV Internal Controls and Independent Auditors 14 XV Benchmark 16 XVI Reportin Standards 16 17 as e Investment of Bond Proceeds 17 -:; Investment Advisory Board - City of La Quinta 18 w �a Investment Policy Adoption 18 Appendices: A. Summary of Authorized Investments and Limitations 19 B. Municipal Code Ordinance 2.70 - Investment Advisory Board 20 C. Municipal Code Ordinance 3.08 - Investment of Moneys and Funds 21 D. Segregation of Major Investment Responsibilities 23 E. Listing of Approved Financial Institutions 24 F. Broker/Dealer Questionnaire and Certification 25 G. Investment Pool Questionnaire 30 H. Glossary 34 1 City of La Quinta Statement of Investment Policy July 1, 2002�t through June 30, 2004# Adopted by the City Council on June 4-9, 200 GENERAL PURPOSE The general purpose of this document is to provide the rules and standards users must follow in administering the City of La Quinta cash investments. II INVESTMENT POLICY It is the policy of the City of La Quinta to invest public funds in a manner which will provide a diversified portfolio with safety of principal as the primary objective while meeting daily cash flow demands with the highest investment return. In addition, the Investment Policy will conform to all State and local statutes governing the investment of public funds. III SCOPE This Investment Policy applies to all cash and investments, ��ov � of the City of La Quinta, City of La Quinta Redevelopment Agency and the City of La Quinta Financing Authority, hereafter referred in this document as the "City". These funds are reported in the City of La Quinta Comprehensive Annual financial Report (CAFR) and include: All funds within the following fund types: < General < Special Revenue < Capital Projects < Debt Service < Internal Service < Trust and Agency < Any new fund types and fund(s) that may be created. 5 < Liquidity needs of the portfolio require that the security be sold. 3. Yield The investment portfolio shall be designed with the objective of attaining a market rate of return throughout budgetary and economic cycles, taking into account the investment risk constraints and liquidity needs. Return on investment is of least importance compared to the safety and liquidity objectives described above. The core of investments are limited to relatively low risk securities in anticipation of earning a fair return relative to the risk being assumed 4. Diversified Portfolio Within the constraints of safety, liquidity and yield, the City will endeavor to maintain a diversified portfolio by allocating assets between different types of investments within policy limitations. V MAXIMUM MATURITIES It is the policy of the City of La Quinta to hold securities and other investments of cash in financial instruments until maturity, thus avoiding the risk that the market value on investments fluctuates with overall market interest rates. The hold until maturity policy shall not prevent the sale of a security to minimize loss of principal when the issuer or backer suffers declining credit worthiness. The hold until maturity policy requires that the City of La Quinta's investment portfolio is structured so that sufficient funds are available from maturing investments and other sources to meet anticipated cash needs. To meet anticipated cash needs, it is essential that the Treasurer have reasonably accurate, diligently prepared cash flow projections. Annually, the Treasurer shall project the amount of funds not expected to be disbursed within five years. For FY 2002#/O-A, , the amount of such funds was $4-Of million. Funds up to that amount may be invested in U.S. Treasury bills, notes and bonds maturing between 2 and 5 years. For all other funds, investments are limited to two years maximum maturity. VI PRUDENCE The City shall follow the Uniform Prudent Investor Act as adopted by the State of California in Probate Code Sections 16045 through 16054. Section 16053 sets forth the terms of a prudent person which are as follows: Investments shall be made with judgment and care - under circumstances then prevailing - which persons of prudence, discretion, and intelligence exercise in the professional management of their own affairs, not for speculation, but for investment, considering the probable safety of their capital as well as the probable income to be derived. 7 X AUTHORIZED INVESTMENTS AND LIMITATIONS The City Treasurer will be permitted to invest in the investments summarized in the Appendix A. I. STATE OF CALIFORNIA AND CITY OF LA QUINTA LIMITATIONS As provided in Sections 16429.1, 53601, 53601.1, and 53649 of the Government Code, the State of California limits the investment vehicles available to local agencies as summarized in the following paragraphs. Section 53601, as now amended, provides that unless Section 53601 specifies a limitation on an investment's maturity, no investments with maturities exceeding five years shall be made. The City of La Quinta Investment Policy has specified that no investment may exceed two years, except the projected annual dollar amount, as detailed in Section V, may be invested in U.S. Treasury bills, notes and bonds maturing between 2 and 5 years. State Treasurer's Local Agency Investment Fund (LAIF) - As authorized in Government Code Section 16429.1 and by LAIF procedures, local government agencies are each authorized to invest a maximum of $40 million per account in this investment program administered by the California State Treasurer. The City's investment in the State Local Agency Investment Fund (LAIF) is allowable as long as the average maturity of its investment portfolio does not exceed two years, unless specific approval is authorized by the City Council. The City of La Quinta has two accounts with LAIF. The City of La Quinta Investment Policy has a limitation of 2$'% of the portfolio. U.S. Government and Related Issues - As authorized in Government Code Sections 53601 (a) through (n) as they pertain to surplus funds, this category includes a wide variety of government securities which include the following: • Local government bonds or other indebtedness and State bonds or other indebtedness. The City of La Quinta Investment Policy does not allow investments in local and state indebtedness • U.S. Treasury bills, notes and bonds and Government National Mortgage Association (GNMA) securities directly issued and backed by the full faith and credit of the U.S. Government. The City of La Quinta Investment Policy limits investments in U.S. Treasury issues and GNMA to 100% of the portfolio. • U.S. Government instrumentalities and agencies issuing securities not backed as to principal and interest by the full faith and credit of the U.S. Government. The ` are Federal Home Loan Bank (FHLB), Federal Farm Credit Bank (FFCB), Federal Land Bank (FLB) and Federal Intermediate Credit Bank (FICB). We sueh issueFS. 10 The City of La Quinta Investment Policy has a limitation of $ million v :� a:>S'.i�'98rr'ra2� n raR:ii^�c�ggBY;`g::En>:8,:o wk per issuer > .s,aa�,��y' MENFedere �$ u gf ^ , GSEs include Federal National Mortgage Association (FNMA), Federal Home Loan Mortgage Corporation (FHLMC) and Student Loan Marketing Association (SLMA). whieh are publiely owned. The City of La Quinta Investment Policy has a limitation of $§ million Mi for FNMA FHLMC. e $3 million for a :. `' :`c:,,c.•o oHoa< .>.�aR'»a.. o:.. �,:a a a..w. .�, ?w: ` :,�E;fio :>..w:».> �> . .. .,xa, 9, oaa o a .kn� :. .<8 r. .:.. ,a. w W Bankers' Acceptances - As authorized in Government Code Section 53601 (f), 40% of the portfolio may be invested in Bankers' Acceptances, although no more than 30% of the portfolio may be invested in Bankers' Acceptances with any one commercial bank. Additionally, the maturity period cannot exceed 180 days. The City of La Quinta Investment Policy does not allow investment in Bankers' Acceptances. Commercial Paper - As authorized in Government Code Section 53601(g), 15 % of the portfolio may be invested in commercial paper of the highest rating (A-1 or P-1) as rated by Moody's or Standard and Poor's, with maturities not to exceed 270 days. This percentage may be increased to 30% if the dollar weighted average maturity does not exceed 31 days. There are a number of other qualifications regarding investments in commercial paper based on the financial strength of the corporation and the size of the investment. The City of La Quinta's Investment Policy follows The Government Code with the following additional limitations: (1) maximum maturity per issue of 90 days and (2) a maximum of $3 million per issuer. Negotiable Certificates of Deposit -As authorized in Government Code Section 53601(h), 30% of the portfolio may be invested in negotiable certificates of deposit issued by commercial banks and savings and loan associations. The City of La Quinta Investment Policy does not allow investment in Negotiable Certificates of Deposit. Repurchase and Reverse Repurchase Agreements - As authorized in Government Code Section 53601(i), these investment vehicles are agreements between the local agency and seller for the purchase of government securities to be resold at a specific date and for a specific amount. Repurchase agreements are generally used for short term investments varying from one day to two weeks. There is no legal limitation on the amount of the repurchase agreement. However, the maturity period cannot exceed one year. The market value of securities underlying a repurchase agreement shall be at least 102% of the funds invested and shall be valued at least quarterly. 11 < Comparison of month end actual holdings to Investment Policy limitations; < Current year and prior year monthly history of cash and investments for trend analysis; < Balance Sheet; < Distribution of cash and investment balances by fund; < A comparison of actual and surplus funds; < A year to date historical cash flow analysis and projection for the next six months; < A two-year list of historical interest rates. Q/oF INVESTMENT OF BOND PROCEEDS The City's Investment Policy shall govern bond proceeds and bond reserve fund investments. California Code Section 5922 (d) governs the investment of bond proceeds and reserve funds in accordance with bond indenture provisions which shall be structured in accordance with the City's Investment Policy. Arbitrage Requirement The US Tax Reform Act of 1986 requires the City to perform arbitrage calculations as required and return excess earnings to the US Treasury from investments of proceeds of bond issues sold after the effective date of this law. This arbitrage calculations may be contracted with an outside source to provide the necessary technical assistance to comply with this regulation. Investable funds subject to the 1986 Tax Reform Act will be kept segregated from other funds and records will be kept in a fashion to facilitate the calculations. The City's investment position relative to the new arbitrage restrictions is to continue pursuing the maximum yield on applicable investments while ensuring the safety of capital and liquidity. It is the City's position to continue maximization of yield and to rebate excess earnings, if necessary. 17 Appendix E LISTING OF APPROVED FINANCIAL INSTITUTIONS 1. Banking Services - Wells Fargo Bank, Government Services, Los Angeles, California 2. Custodian Services - Bank of New York, Los Angeles, California 3. Deferred Compensation - International City/County Management Association Retirement Corporation 4. Broker/Dealer Services - Merrill Lynch, 'ndoen We" , G ^ welt`0"* Morgan Stanley, Los Angeles, California Salomon Smith Barney, Newport Beach, CA 5. Government Pool - State of California Local Agency Investment Fund City of La Quinta Account La Quinta Redevelopment Agency 6. Bond Trustees - 1991 City Hall Revenue Bonds - US Bank 1991 RDA Project Area 1 - US Bank 1992 RDA Project Area 2 - US Bank 1994 RDA Project Area 1 - US Bank 1995 RDA Project Area 1 &2 - US Bank 1998 RDA Project Area 1 &2 - US Bank 2001 RDA Project Area 1 - US Bank 2002 RDA Project Area 1 - US Bank Assessment Districts - US Bank No Changes to this listing may be made without City Council approval 24 E Lon C7 c c n w LL U. D C ff LA N yv Uc co 1p E:gLA 12 Le N N N N N N N N N N N �D N w N j a O � cc _ c c ci u, to I c > E M a o=o a $ E g , Cto cc fA 11 v Go 8 Ct $ w cn Q 0 o 0 S 3 8 E� E LL o 0 3 4 3 o w o a a a a a° aN 8 8 0 8 a 8 s Q mE 3 Q $ 25�c2 ° o� s o.6 1a E g 0 a a a o00 o Gp O N r- � CL m a aN p t0 p O ^ C m N N cc c � Q ? W 10 f A p c c co 49 89 8 E � c y NQ U C CO •c O u0i z v qCq�� �mp E-32r.m LL= U = v r N N >> M 3pc Z w LL U. _ c C N O 10 .ems O Z _ _ W t (D rCC�� D c O p1 c O LL a c Q y R : W C mm `-::mod B coo yy a if c 2 r3 ,S m p a� l0 Z 8 d c J Ep�'���Lic •TF C C �j Q� C E *a m � C�p °a� 6 c O ' N ~ lh C� LL U_LL LL d J a m CCv cc 8 2 to C a p m C7 M N a d Cy s c H 99 S d 4 E c If Lo c- O N m E > Q CO 1.2 a c �5L E pp 8 IM c 3 U 6c Ci c a�i £ Is z�. m E m��� Ds 26W � Y!c E of eo a c Ru, Cy v $ E C0. �_ $T � `° .2r a O �cm 32 $ s+ f F a c c d z a m m T L 0 a 7 a U a m a C Q J 8 a� E Q L ~ w .- N f'7 V Kf to r a _v S $ m LL 19 DISCOUNT: The difference between the cost 3. price of a security and its maturity when quoted at lower than face value. A security selling below original offering price shortly after sale also is considered to be at a discount. DISCOUNT SECURITIES: Non -interest bearing money market instruments that are issued a discount and redeemed at maturity for full face value, e.g., U.S. Treasury Bills. 4. DIVERSIFICATION: Dividing investment funds among a variety of securities offering independent returns. FEDERAL CREDIT AGENCIES: Agencies of the Federal government set up to supply credit to various classes of institutions and individuals, e.g., S&L's, small business firms, students, 5. farmers, farm cooperatives, and exporters. 1. FNMAs (Federal National Mortgage Association) - Used to' assist the home mortgage market by purchasing mortgages insured by the Federal Housing Administration and the Farmers Home Administration, as well as those guaranteed by the Veterans Administration. They are issued in various maturities and in minimum denominations of $10,000. Principal and Interest is paid monthly. 2. FHLBs (Federal Home Loan Bank Notes and Bonds) - Issued by the Federal Home Loan Bank System to help finance the housing industry. The notes and bonds provide liquidity and home mortgage credit to savings and loan associations, mutual savings banks, cooperative banks, insurance companies, and mortgage -lending institutions. They are issued irregularly for various maturities. The minimum denomination is $5,000. The notes are issued with maturities of less than one year and interest is paid at maturity. 35 A FLBs (Federal Land Bank Bonds) -Long-term mortgage credit provided to farmers by Federal Land Banks. These bonds are issued at irregular times for various maturities ranging from a few months to ten years. The minimum denomination is $1,000. They carry semi-annual coupons. Interest is calculated on a 360-day, 30 day month basis. FFCBs (Federal Farm Credit Bank) - Debt instruments used to finance the short and intermediate term needs of farmers and the national agricultural industry. They are issued monthly with three- and six-month maturities. The FFCB issues larger issues (one to ten year) on a periodic basis. These issues are highly liquid. FICBs (Federal Intermediate Credit bank Debentures) - Loans to lending institutions used to finance the short-term and intermediate needs of farmers, such as seasonal production. They are usually issued monthly in minimum denominations of $3,000 with a nine -month maturity. Interest is payable at maturity and is calculated on a 360-day, 30-day month basis. FHLMCs (Federal Home Loan Mortgage Corporation) - a government sponsored entity established in 1970 to provide a secondary market for conventional home mortgages. Mortgages are purchased solely from the Federal Home Loan Bank System member lending institutions whose deposits are insured by agencies of the United States Government. They are issued for various maturities and in minimum denominations of $10,000. Principal and Interest is paid monthly. INVESTMENT ADVISORY BOARD Correspondence & Written Material Item A Meeting Date: May 14, 2003 TITLE: Month End Cash Report, April 2003 and Other selected Financial Data BACKGROUND: This cash report is not a complete Treasury Report (exclude petty cash, deferred compensation and fiscal agent balances, but would report in a timely fashion selected cash balances. RECOMMENDATION: Information item only. n M. Falcorier, Finance Director FRB: H.15--Selected Interested Rates, Web -Only Daily Update --May 2, 2003 Page 1 of 3 * ,, H 5 Selected Interest Dates (Day) Skip to Content Release Date: May 2, 2003 Weekly release dates and announcements I Historical data I About Daily update Other formats: Screen reader I ASCII The weekly release is posted on Monday. Daily updates of the weekly release are posted Tuesday throug H.15 DAILY UPDATE: WEB RELEASE ONLY For immediate release SELECTED INTEREST RATES May 2, 2003 Yields in percent per annum 2003 2003 2003 2003 Apr Apr Apr May Instruments 28 29 30 1 Federal funds (effective) 1 2 3 1.29 1.27 1.31 1.30 Commercial paper 3 4 5 6 Nonfinancial 1-month 1.24 1.20 1.24 1.22 2-month 1.23 1.22 1.22 1.20 3-month 1.21 1.21 1.21 1.20 Financial 1-month 1.25 1.25 1.25 1.23 2-month 1.24 1.25 1.23 1.23 3-month 1.25 1.24 1.25 1.23 CDs (secondary market) 3 7 1-month 1.26 1.27 1.27 1.26 3-month 1.24 1.25 1.26 1.24 6-month 1.21 1.23 1.25 1.20 Eurodollar deposits (London) 3 8 1-month 1.26 1.26 1.26 1.26 3-month 1.23 1.24 1.25 1.22 6-month 1.20 1.21 1.22 1.20 Bank prime loan 2 3 9 4.25 4.25 4.25 4.25 Discount window primary credit 2 10 2.25 2.25 2.25 2.25 U.S. government securities Treasury bills (secondary market) 3 4 4-week 1.11 1.12 1.11 1.07 3-month 1.12 1.13 1.11 1.08 6-month 1.15 1.15 1.12 1.10 Treasury constant maturities 11 1-month 1.13 1.14 1.13 1.09 3-month 1.14 1.15 1.13 1.10 6-month 1.18 1.18 1.15 1.13 1-year 1.28 1.28 1.22 1.21 2-year 1.59 1.62 1.51 1.50 3-year 2.02 2.06 1.95 1.93 5-year 2.90 2.94 2.85 2.82 7-year 3.43 3.47 3.39 3.37 10-year 3.92 3.96 3.89 3.88 http://www.federalreserve.gov/Releases/Hl 5/update/ 5/2/2003 FRB: H.15--Selected Interested Rates, Web -Only Daily Update --May 2, 2003 Page 2 of 3 20-year 4.83 4.86 4.79 4.80 Treasury long-term average (25 years and above) 12 13 4.91 4.94 4.87 4.88 Interest rate swaps 14 1-year 1.35 1.37 1.33 1.27 2-year 1.83 1.86 1.78 1.67 3-year 2.38 2.42 2.33 2.22 4-year 2.85 2.89 2.81 2.70 5-year 3.24 3.27 3.20 3.08 7-year 3.78 3.81 3.75 3.63 10-year 4.28 4.31 4.26 4.16 30-year 5.08 5.11 5.06 5.00 Corporate bonds Moody's seasoned Aaa 15 5.57 5.61 5.53 5.54 Baa 6.71 6.73 6.65 6.65 State & local bonds 16 4.58 Conventional mortgages 17 See overleaf for footnotes FOOTNOTES 1. The daily effective federal funds rate is a weighted average of rates on brokered trades. 2. Weekly figures are averages of 7 calendar days ending on Wednesday of the current week; monthly figures include each calendar day in the month. 3. Annualized using a 360-day year or bank interest. 4. On a discount basis. 5. Interest rates interpolated from data on certain commercial paper trades settled by The Depository Trust Company. The trades represent sales of commercial paper by dealers or direct issuers to investors (that is, the offer side). See Board's Commercial Paper Web pages (http://www.federalreserve.gov/releases/cp) for more information. 6. The 1-, 2-, and 3-month rates are equivalent to the 30-, 60-, and 90-day dates reported on the Board's Commercial Paper Web page. 7. An average of dealer offering rates on nationally traded certificates of deposit. 8. Bid rates for Eurodollar deposits collected around 9:30 a.m. Eastern time. 9. Rate posted by a majority of top 25 (by assets in domestic offices) insured U.S.-chartered commercial banks. Prime is one of several base rates used by banks to price short-term business loans. 10. The rate charged for primary credit under an amendment to the Board's Regulation A, which became effective January 9, 2003. This rate replaces that for adjustment credit, which was discontinued after January 8, 2003. For further information, see www.federalreserve.gov/boarddocs/press/bcreg/2002/200210312/default.htm. The rate reported is that for the Federal Reserve Bank of New York. Historical series for the rate on adjustment credit is available at www.federalreserve.gov/releases/hl5/data.htm. 11. Yields on actively traded issues adjusted to constant maturities. Source: U.S. Treasury. 12. Based on the unweighted average of the bid yields for all Treasury fixed -coupon securities with remaining terms to maturity of 25 h4://www.federalreserve.gov/Releases/Hl 5/update/ 5/2/2003 FRB: H. 15 --Selected Interested Rates, Web -Only Daily Update --May 2, 2003 Page 3 of 3 years and over. 13. A factor for adjusting the daily long-term average in order to estimate a 30-year rate can be found at http://www.treas.gov/offices/domestic-finance/debt-management/interest-rate/lt 14. International Swaps and Derivatives Association (ISDA) mid -market par swap rates. Rates are for a Fixed Rate Payer in return for receiving three month LIBOR, and are based on rates collected at 11:00 a.m. by Garban Intercapital plc and published on Reuters Page ISDAFIXI. Source: Reuters Limited. 15. Moody's Aaa rates through December 6, 2001 are averages of Aaa utility and Aaa industrial bond rates. As of December 7, 2001, these rates are averages of Aaa industrial bonds only. 16. Bond Buyer Index, general obligation, 20 years to maturity, mixed quality; Thursday quotations. 17. Contract interest rates on commitments for fixed-rate first mortgages. Source: FHLMC. DESCRIPTION OF THE TREASURY CONSTANT MATURITY SERIES Yields on Treasury securities at "constant maturity" are interpolated by the U.S. Treasury from the daily yield curve. This curve, which relates the yield on a security to its time to maturity, is based on the closing market bid yields on actively traded Treasury securities in the over-the-counter market. These market yields are calculated from composites of quotations obtained by the Federal Reserve Bank of New York. The constant maturity yield values are read from the yield curve at fixed maturities, currently 1, 3 and 6 months and 1, 2, 3, 5, 7, 10 and 20 years. This method provides a yield for a 10-year maturity, for example, even if no outstanding security has exactly 10 years remaining to maturity. Weekly release dates and announcements I Historical. data I About Daily update Otherformats: Screen reader I ASCII Statistical releases ljgme I Economic research and data Accessibility I Contact Ifs Last update: May 2, 2003 4 http://www.federalreserve.gov/Releases/Hl 5/update/ 5/2/2003 LAIF Performance Report Page I of 2 Phil Angelldes, State Treasurer Inside the State Treasurees offic;ilj Local Agency Investment Fund LAW Performance Report Reporting Date: 04123/03 Effective Date: 04/23/03 Quarter Yield: 1.88% Daily: 1.82% Year: 2.26% Life: 143 Quarter Ending 03/31/03 Apportionment Rate: 1,98% Earnings Ratio: .00005415936814348 Fair Value Factor: 1.003425270 Monthly Average For March: 1.904% Corporate Bonds 3.19% ConTnercial Paper 18J95% Pooled Money I Fwe*nent Account PoFffolio Composition $640 Billion 03131103 Loans Treasuries 10 HS 11.53% Time (kposits 10.15% CUsJB Ns 1BB2% M Adobe PDF version of LAI F Performance. 0 Tre asudEs E3 WtgagES ® Agencies * CCrs1BNs * Time Deposits * Banters Acceptances * Fbpo * CbnTnercial Paper ® Corporate Bonds a Loans m Flieverses AWW 5 http://v;ww.treasurer.ca.gov/laif/Perfonnance.htm 5/2/2003 LAIF Performance Report Page 2 of 2 M.Help with Adobe Acrobat PDF. 1 http://www.treasurer.ca.gov/laiVperformance.htm 5/2/2003 O O LL .+" C OZ�M N 000Oo M g M N L Y3 o y QN 8om ds LD N U 4) V 22mco I z°O 2 d Z° Ch Q N f��p 1- �O CMOM O LO O Op N m N M �'' .. N r V. Q e0 cq Nn N e0 �M p�ps N NIn No �� �� In e-N v-N 'tG = 4) O 000 O O O O O O p O o Q � :dFi v H N c M9L. f� N N O LOO M N co tffO t N N42 �M�O�pp> �MM 009 01p� g0 U)i ��CL ON V Ntn •-N �= d'N a q LO M" g CO) 0Go 04 CD M o W Cd2 �j� R pO a Lot ti� �� �O �f1 O I[� N O N le M .m.. Z e N ~ c m z co N c. CL H az�' �LLE $� me a Z e m N N ccco C y a oU m a wo u'�cnw of- Z iC O E M t�6 a m LD 3 H� Z LB C p O _ � �0�t^�QQppO<OpMp-NNE 1f) N a- v� N .OiQ vv O D N cm ca W w w W w CL g0CL g O N �OYwOV �O— O OZ=m w 02c�oi�a�Z m Z��JJ�m��F- G ?� wOO5O5OLL 0 C9LLU006m08-w9� 10 INVESTMENT ADVISORY BOARD Meeting Date: TITLE: May 14, 2003 Pooled Money Investment Board Report for February 2003 BACKGROUND: Correspondence & Written Material Item B The Pooled Money Investment Board Report for February 2003 is included in the agenda packet. At the last Board Meeting, Staff was asked to contact LAIF and inquire as to the methods used to select commercial paper. I spoke to Bill Sherwood at the CMTA Conference in Indian Wells and Elaine Park in Sacramento. Mr. Sherwood stated that the commercial paper list generally is updated annually, by representatives of the Treasurers Office, State Controllers Office and Department of Finance. In addition, the List is monitored monthly for changes in the financial conditions of the companies listed. A list of approved commercial dealers has been attached as well as other information about commercial paper from the LAIF answer book. RECOMMENDATION: Receive & File , Finance Director APR-16-2003 15:26 CA STATE TREASURER/LAIF — --- —__ 916 654 9931 P.02 POOLED MONEY INVESTMENT ACCOUNT APPROVED COMMERCIAL PAPER ISSUERS* April 2003 Abbott Laboratories Inc. American Express Credit Corp. American Telephone & Telegraph Corp. Asset Seeuritization Cooperative Corp. Bank of America Corporation Barclays U.S. Funding Corp. Barton Capital Corp. Baxter International Corp. Bear Stearns & Co., Inc. Bristol-Myers Squibb Co. Campbell Soup Co. Caterpillar Inc. Chevron USA Inc.(merger w/Texaco 10/01) Citicorp Citigroup Inc. Coca-Cola Company (The) Commonwealth Edison Co. ConAgra, Inc. Corporate Asset Funding Co. Inc. (CAFCO) Corporate Receivable Corp. Countrywide Home Loans, Inc. Delaware Funding Dow Chemical Company Eastman Kodak Company Enterprise Funding Corporation FCAR Owner Trust Ford Motor Credit Company Fortune Brands General Electric Capital Corp. General Electric Company General Mills, Inc. General Motors Acceptance Corp. Goldman Sachs Group, Inc. Halliburton Company *Note--- Prohibited Investments: Hertz Corporation Hewlett-Packard Company Honeywell International Inc. Household Finance Corp. IBM Corporation IBM Credit Corporation J.P. Morgan Chase & Company John Deere Capital Corporation Lehrman $rothers Holdings Inc. McDonald's Corp. Mellon Funding Corporation Merrill Lynch & Company, Inc. Minnesota Mining & Manf. Co. (3M) Monsanto Company Morgan Stanley, Dean Witter & Co New Center Asset Trust (MCAT) PepsiCo, Inc. Pfuer, Inc. Receivables Capital Corporation Rohm & Haas Company Safeway Inc. Salomon Smith Barney Holdings Inc. Sears Roebuck Acceptance Corp. Textron Financial Corporation Textron Inc_ Transamerica Finance Corporation Union BanCal Commercial Funding Corp. Union Oil Company Of California (Unocal) Wal-Mart Stores Inc. Walt Disney Co. Wells Fargo & Company Weyerhaeuser Company Wyeth 0 Philip Morris Companies, Inc. -- (Tobacco Divestiture Policy, Dec 1999) (Philip Morris changed its name to Altria Group, Inc. -- Jan 27, 2003) D Ingersoll-Rand Company — (Corporate Expatriate Policy, July 2002) PA C ricdit Information\ CP.List 04-03 TOTAL P.02 APR-16-2003 15:26 CA STATE TREASURER/LAIF 916 654 9931 P.01 Local Agency Investment Fund STATE OF CALIFORNIA STATE TREASURER'S OFFICE P.O. BOX 942809 SACRAMENTO, CA 94209-0001 (916) 653-3001 (916) 654-9931 FAX TELECOPY FORM DATE: '�'� AT'TN: � FIRM;„ FAX NUMBER: NUMBER OF PAGES INCLUDING COVER PAGE):2 " If you do not rccoive total of pages transmitted, please call Eilemn Park at (916) 653-3001. Notes and/or comments; _ hF11-1- uo-3 - .) 3 FHLMC PC, FHLMC GMC, GNM . PC are mortgage participation certific es representing undivided interests in conventional or FHANA mortgages underwri and previously purchased by FHLMC. FHLMC passes through to each certifi holder every month a pro rata share of the principal and interest payments colle ed on the mortgages in the underlying pool, including pre -payments. FHLMC G s represent undivided interest in conventional residential mortgages previously u erwritten and purchased by FHLMC. GMCs pay principal annually in guaranteed nimum amounts and interest semi-annually. There are many considerations when de g in the mortgage markets. Since paydowns may vary, resulting in maturities that a hard to determine, portfolio accountability must be analyzed. Fast -paying premi onds would result in a lower return, since the principal would pay down at a rate f r than the amortization of premium. Fast -paying discount bonds, in contrast, would a ce the return. The rate of paydown has a direct relationship with the prevailing rote st rate environment. It is the duty of the investor to evaluate the economy and fo sound and correct scenario to avoid detrimental returns. Apart from portfolio imp , there are a variety of concerns to address when dealing in the mortgage market. G graphic location of the Mortgages included in the pool also serves to determine the ay own rate. It has been established that certain areas of the country are more trans' ry, resulting in more frequent sales and resales of single family housing. This informs ' n, when used in tandem with coupon rate information will not only avoid a detrime tal portfolio impact, but will enhance the performance ofthe mortgage holdings. CORPORATE BONDS Secured and unsecured medio term debt issued by privately or publicly held banks, holding companies, corporati , or institutions for the purpose of increasing capital, plant and equipment purchase, r tooling, or other related expenditures. Currently, there are more than thirty autho ' names available for investment consideration. It is the investor's responsibility to direct a research and analysis essential to corporate trading. Since most issues purchased are secured debt, expert credit analysis is of utmost importance. Also necessary is the ab' ' to customize, or "create from scratch", a note or bond with unique characteristics w ose sole purpose is portfolio yield enhancement. This custom debt instrumern, g ally a corporate issue, is known as a private placement, and often involves the Investor .negotiations with ChiefExecutive Officers, ChiefFinancial Officers, and General Co sel. Often these negotiations cover several weeks, and require a specific knowled of legal requirements and securities regulations. Past trades have been announ nationally in the Wall Street Journal. Since most corporate issues are medium to Ion ern, five years to fifteen years, the weighted impact on a portfolio with an average life less than two years can be significant. It is essential for the investor to make a c plete credit analysis, to conduct earnest negotiations, and to tie them all to a re- o a e wl current portfolio needs and cash ay. ' tv. COMMERCIAL PAPER The market name for the short-termunseQued promissory notes issued by various economic entities in the open market to finance certain short-term credit needs. In addition to providing a source of seasonal working capital, commercial paper is increasingly being used as a means of interim financing of major construction projects such as bank buildings, ships, pipelines, nuclear fuel cores, and plant expansion. Presently, approximately 100 entities are eligible investments for the Pooled portfolio. These represent a variety of industrial companies, utilities, commercial bank holding companies, finance companies, insurance companies, and savings and loan associations. A- F A- -Do Pff- Revised September 301 1998 The investor's responsibility is basically the same as that of corporate bonds, since commercial paper is esentially a short-term corporate bond with a maturity of 1 day to 270 days. However, commercial paper is the only authorized investment with restrictions pertaining to the amount eligible for investments. Since no more than 10% of any one issuer's outstanding may be held by the Pool; the investor must maintain a working knowledge ofthe issuing status ofall eligible entities. He must also keep in mind the ratings of each issuer and how each issuer trades in relation to another, as well as the relative value spread to other investment vehicles. R se Repurchase Agreements, technically called matched sales -purchase agreements, are es *ally the mirror image of RPs. In this instance, the investor is the owner ofthe collater d the bank or dealer is the lender of money. All other aspects remain identical. Again, the estor's responsibilities are two -fold, as the creditworthiness ofthe bank or dealer is still sential consideration. Additionally, the investor now must arbitrage or re -invest the mo received on the transaction into another security for a positive return. The new investmen ust be secure from default, yet of lesser quality to create a spread. Furthermore, the new estment must mature coincidentally with the Reverse Transaction, or a cash shortage may r. If the maturity is staggered from the Reverse transaction, the investor must now addr the mismatch as it applies to the now -altered cash forecast. SECURITY LOANS Portfolio issues are loaned to authoriVof or dealers for a pre -arranged fee. In turn, securities representing at least 102% he et value ofthe issues loaned are received �-- as collateral for the loan. As long as mainte is continued on the collateral side, the risk is minimal. A similar program is put out on co by the Retirement system, but this office organizes, negotiates, and maintains the loan p gram exclusively. BANKNOTES, Bank Notes are senior, unsecured promissory notes issued in the sited States on either anunderwritten or continuously -offered basis by domestic =er,ibanks, The Notes represent senior debt ofthe bank which ranksparipamu wotheror obligations of the bank, except deposit liabilities or obligations that are securedubject to any priorities or preferences. Bank Notes should not be confused with Medium -Term Notes (`MMs") or other ' 'es issued by domestic bank holding companies ("BHCs"). Bank Notes are exempt om SEC registration under Section 3(ax2) ofthe Securities Act of 1933. They are cl as "Other Borrowings" on the bank's balance sheet, while De osit N d CDs are o es are not deposits and are not insured by the Federal Deposit Insurance Corporation ("FDIC") or any other insurer. 5 o vY C-e,(,, 1 rCS w e✓ (�� o 10 S Revised September 30, 1998 e enosi s Section to monitor collateral b) Review financials and update credit c) Determine the ae plan of action which may include early terminati the time deposit, or allow the time deposit to e. 6 Collateral must comply with Government Code, Chapter 4, Bank Deposit Law Section 16 ings an oan ssociation and re t nion Deposit Law G.C. Section 16600 (et seq.). F. Commercial Paper 1) Maximum maturity: Statutory: 180 days. Policy: 180 days. 2) Maximum par value, total portfolio: Statutory: 30% of the current portfolio. Policy: Same. 3) Maximum par value per name: Statutory: 10% of outstanding Policy: Same. 4) Maximum par value per maturity: None. 5) Credit: Commercial paper eligible for investment under this subdivision must be rated "Prime" quality as defined by a nationally recognized organization which rates such securities and must be issued by a corporation, trust or special purpose corporation approved by the Pooled Money Investment Board. Furthermore, in the case of general corporations, they must be organized and operating within the United States and have total assets in excess of five hundred million dollars ($500,000,000). In the case of trusts or special purpose corporations, they must be organized within the United States and have programwide credit enhancements including, but not limited to, overcollateralization, letters of credit or surety bonds. LA SZs 0 V" C�'e 1 �. 6 November 13, 2002 Philip Angefides February 2003 STATE OF CALIFORNIA STATE TREASURER'S OFFICE POOLED MONEY INVESTMENT BOARD REPORT FEBRUARY 2003 TABLE OF CONTENTS SUMMARY................................ ............................... 01 SELECTED INVESTMENT DATA ................................... 02 PORTFOLIO COMPOSITION ........................................ 03 INVESTMENT TRANSACTIONS ..................................... 04 TIMEDEPOSITS................................I........0............... 16 BANK DEMAND DEPOSITS .......................................... 29 POOLED MONEY INVESTMENT BOARD DESIGNATION... 30 POOLED MONEY INVESTMENT ACCOUNT SUMMARY OF INVESTMENT DATA A COMPARISON OF FEBRUARY 2003 WITH FEBRUARY 2002 (DOLLARS IN THOUSANDS) ............ ........ .................... .......... ................ .... . . ...... ....... ...... I ............. ............ I .................. .............. FEBRUARIf 2d03 ....... FEBRU.......ARY... ZQd2 CHANCsE Average Daily Portfolio $ 58,265,526 $ 52,435,059 $ +5,830,467 Accrued Earnings $ 86,933 $ 119,339 -32,406 Effective Yield 1.945 2.967 -1.022 Average Life -Month End (In Days) 181 185 -4 I Total Security Transactions Amount $ 19,280,370 $ 21,968,939 -2,688,569 Number 415 483 -68 Total Time Deposit Transactions Amount $ 2,771,600 $ 2,309,100 +462,500 Number 132 146 -14 Average Workday Investment Activity $ 1,225,109 $ 1,348,780 -123,671 Prescribed Demand Account Balances For Services $ 949,857 $ 607,025 +342,832 For Uncollected Funds $ 258,755 $ 66,399 +192,356 1 PHILIP ANGELIDES TREASURER STATE OF CALIFORNIA INVESTMENT DIVISION SELECTED INVESTMENT DATA ANALYSIS OF THE POOLED MONEY INVESTMENT ACCOUNT PORTFOLIO (000 OMITTED) February 28, 2003 DIFFERENCE IN PERCENT OF PERCENT OF PORTFOLIO FROM TYPE OF SECURITY AMOUNT PORTFOLIO PRIOR MONTH Government Bills $ 497,500 0.90 +0.04 Bonds 0 0.00 0.00 Notes 6,136,427 11.07 +0.16 Strips 0 0.00 0.00 Total Government $ 6,633,927 11.97 +0.20 Federal Agency Coupons $ 3,478,466 6.28 -0.69 Certificates of Deposit 8,720,188 15.75 -1.98 Bank Notes 499,995 0.90 -0.48 Bankers' Acceptances 0 0.00 0.00 Repurchases 500,000 0.90 +0.90 Federal Agency Discount Notes 10,819,022 19.53 +1.91 Time Deposits 5,469,095 9.87 +0.51 GNMAs 644 0.00 0.00 Commercial Paper 11,580,810 20.90 -0.67 FH LMC 5,645 0.01 0.00 Corporate Bonds 2,240,787 4.05 +0.20 Pooled Loans 5,450,817 9.84 +0.10 GF Loans 0 0.00 0.00 Reversed Repurchases 0 0.00 0.00 Total (All Types) $ 55,399,396 100.00 INVESTMENT ACTIVITY FEBRUARY 2003 JANUARY 2003 NUMBER AMOUNT NUMBER AMOUNT Pooled Money 415 $ 19,280,370 436 $ 20,149,892 Other 21 390,317 6 76,689 Time Deposits 132 2,771,600 145 2,632,290 Totals 568 $ 22,442,287 587 $ 22,858,871 PMIA Monthly Average Effective Yield 1.945 2.103 Year to Date Yield Last Day of Month 2.350 2.413 2 Cc Commercial Paper 20.90% Rep 0.90 Tir Pooled Money Investment Account Portfolio Composition $55.3 Billion Loans Treasuries 0 9.84 /0 11.97% 9.87% CD's/BN's 16.65% 3 ages 1% Agencies 25.81 % 02/28/03 B Treasuries ® Mortgages E3 Agencies ® CD's/BN's N Time Deposits E3 Bankers Acceptances ■ Repo 0 Commercial Paper ® Corporate Bonds O Loans El Reverses 02/01/03 REDEMPTIONS MTN CITICORP 8.000% 02/01/03 5.130 $ 14,667 680 $1,442,659.20 5.027 MTN CITICORP 8.000% 02/01/03 4.990 12,641 683 1,216,862.72 4.886 MTN CITICORP 8.000% 02/01/03 6.849 15,250 859 2,493,985.00 6.783 NO PURCHASES 02/03/03 REDEMPTIONS BN WORLD 1.470% 02/03/03 1.490 50,000 89 184,171.48 1.510 BN WORLD 1.470% 02/03/03 1.490 50,000 89 184,171.48 1.510 BN WORLD 1.470% 02/03/03 1.490 50,000 89 184,171.48 1.510 BN WORLD 1.470% 02/03/03 1.490 50,000 89 184,171.48 1.510 CD SOC GEN 1.540% 02/03/03 1.540 50,000 96 205,333.33 1.561 CD SOC GEN 1.540% 02/03/03 1.540 50,000 96 205,333.33 1.561 CD SOC GEN 1.540% 02/03/03 1.540 50,000 96 205,333.33 1.561 CD SOC GEN 1.540% 02/03/03 1.540 50,000 96 205,333.33 1.561 CD CHASE 1.620% 02/03/03 1.620 50,000 96 216,000.00 1.642 CD CHASE 1.620% 02/03/03 1.620 50,000 96 216,000.00 1.642 CD CHASE 1.620% 02/03/03 1.620 50,000 96 216,000.00 1.642 CD CHASE 1.620% 02/03/03 1.620 50,000 96 216,000.00 1.642 CD CR SUISSE 1.815% 02/03/03 1.730 25,000 110 132,394.49 1.754 CD CR SUISSE 1.815% 02/03/03 1.730 50,000 110 265,394.49 1.754 CP HOUSEHOLD 02/03/03 1.550 50,000 55 118,402.78 1.575 CP DEERE 02/03/03 1.580 50,000 55 120,694.44 1.605 CP BEAR 02/03/03 1.350 30,000 56 63,000.00 1.371 CP GECC 02/03/03 1.510 50,000 89 186,652.78 1.536 CP GECC 02/03/03 1.510 50,000 89 186,652.78 1.536 CP JP MORGAN 02/03/03 1.620 50,000 96 216,000.00 1.649 CP JP MORGAN 02/03/03 1.620 50,000 96 216,000.00 1.649 CP MERRILL 02/03/03 1.750 43,135 102 213,877.72 1.783 CP MERRILL 02/03/03 1.750 50,000 102 247,926.67 1.783 MTN GECC 7.000% 02/03/03 4.280 18,650 598 1,313,519.50 4.212 MTN FR CHRYSLER 5.836% 02/03/03 5.644 10,000 1726 2,208,253.45 4.658 FFCB 5.000% 02/03/03 4.100 50,000 587 3,317,944.44 4.070 FFCB 5.000% 02/03/03 4.100 50,000 587 3,317,944.44 4.070 PURCHASES CD BK SCOT 1.250% 05/28/03 1.245 50,000 CD BK SCOT 1.250% 05/28/03 1.245 50,000 CD TORONTO 1.270% 06/26/03 1.265 50,000 CD TORONTO 1.270% 06/26/03 1.265 50,000 CD TORONTO 1.270% 06/26/03 1.265 50,000 CP DFC 02/04/03 1.280 310 CP DFC 02/04/03 1.280 50,000 CP DEERE 03/10/03 1.370 50,000 CP W/F 03/28/03 1.250 50,000 CP W/F 03/28/03 1.250 50,000 4 02/03/03 PURCHASES (continued) CP GOLDMAN CP GOLDMAN CP GECC CP GECC CP GECC CP GECC CP DISNEY CP DISNEY CP DISNEY DISC NOTES FHLMC DISC NOTES FHLMC DISC NOTES FHLMC DISC NOTES FNMA 02/04/03 REDEMPTIONS CP DFC CP DFC PURCHASES CP W/F CP SAFEWAY CP W/F CP W/F CP HEWLETT CP SALOMON CP SALOMON DISC NOTES FNMA DISC NOTES FNMA DISC NOTES FNMA DISC NOTES FNMA DISC NOTES FNMA DISC NOTES FNMA DISC NOTES FNMA DISC NOTES FNMA 02/05/03 REDEMPTIONS CP W/F PURCHASES MTN PROCTER 02/06/03 NO SALES 05/12/03 1.260 50,000 05/12/03 1.260 50,000 05/12/03 1.260 50,000 05/12/03 1.260 50,000 05/13/03 1.260 50,000 05/13/03 1.260 50,000 05/19/03 1.400 35,000 05/29/03 1.400 7,190 05/29/03 1.400 50,000 06/30/03 1.205 30,000 06/30/03 1.205 50,000 06/30/03 1.205 50,000 06/04/03 1.210 27,487 02/04/03 1.280 310 1 11.02 1.297 02/04/03 1.280 50,000 1 1,777.78 1.297 02/05/03 1.250 50,000 02/13/03 1.320 25,000 02/21 /03 1.260 50,000 02/21 /03 1.260 50,000 02/27/03 1.400 28,304 04/11/03 1.260 50,000 04/11 /03 1.260 50,000 06/26/03 1.220 50,000 06/26/03 1.220 50,000 06/26/03 1.220 50,000 06/26/03 1.220 50,000 06/26/03 1.220 50,000 06/26/03 1.220 50,000 06/26/03 1.220 50,000 06/26/03 1.220 50,000 02/05/03 1.250 50,000 1 1,736.11 1.267 4.000% 04/30/05 1.920 10,000 5 02/06/03 PURCHASES CP GECC 04/09/02 1.260 50,000 CP GECC 04/09/02 1.260 50,000 02/07/03 REDEMPTIONS DISC NOTES FHLB 02/07/03 1.230 1,439 85 4,179.10 1.250 DISC NOTES FHLB 02/07/03 1.230 50,000 85 145,208.33 1.250 DISC NOTES FHLB 02/07/03 1.230 50,000 85 145,208.33 1.250 PURCHASES CP BEAR 06/20/03 1.270 50,000 CP FCAR 06/20/03 1.270 50,000 CP FCAR 06/20/03 1.270 50,000 MTN GMAC 4.150% 02/07/05 4.150 25,000 MTN GMAC 4.150% 02/07/05 4.150 25,000 02/10/03 REDEMPTIONS CD WACHOVIA 1.570% 02/10/03 1.570 50,000 103 224,597.22 1.591 CD WACHOVIA 1.570% 02/10/03 1.570 50,000 103 224,597.22 1.591 CD WACHOVIA 1.570% 02/10/03 1.570 50,000 103 224,597.22 1.591 CD WACHOVIA 1.570% 02/10/03 1.570 50,000 103 224,597.22 1.591 CD MONTREAL 1.590% 02/10/03 1.590 50,000 103 227,458.33 1.612 CD MONTREAL 1.590% 02/10/03 1.590 50,000 103 227,458.33 1.612 CP BEAR 02/10/03 1.360 50,000 68 128,444.44 1.382 CP BEAR 02/10/03 1.360 50,000 68 128,444.44 1.382 - CP CITICORP 02/10/03 1.330 50,000 87 160,708.33 1.352 CP CITICORP 02/10/03 1.330 50,000 87 160,708.33 1.352 CP CITICORP 02/10/03 1.330 50,000 87 160,708.33 1.352 CP CITICORP 02/10/03 1.330 50,000 87 160,708.33 1.352 CP GECC 02/10/03 1.330 50,000 87 160,708.33 1.352 CP GECC 02/10/03 1.330 50,000 87 160,708.33 1.352 CP GECC 02/10/03 1.330 50,000 87 160,708.33 1.352 CP GECC 02/10/03 1.330 50,000 87 160,708.33 1.352 CP MORG STAN 02/10/03 1.340 50,000 87 161,916.67 1.363 CP MORG STAN 02/10/03 1.340 50,000 87 161,916.67 1.363 CP MORG STAN 02/10/03 1.340 50,000 87 161,916.67 1.363 CP MORG STAN 02/10/03 1.340 50,000 87 161,916.67 1.363 CP GECC 02/10/03 1.500 50,000 96 200,000.00 1.526 CP GECC 02/10/03 1.500 50,000 96 200,000.00 1.526 CP GECC 02/10/03 1.610 20,000 103 92,127.78 1.639 CP GECC 02/10/03 1.610 50,000 103 230,319.44 1.639 CP GECC 02/10/03 1.610 50,000 103 230,319.44 1.639 DISC NOTES FHLB 02/10/03 1.230 50,000 88 150,333.33 1.250 DISC NOTES FHLB 02/10/03 1.230 50,000 88 150,333.33 1.250 C: 02/10/03 PURCHASES CP GECC 02/11/03 1.260 50,000 CID GECC 02/11/03 1.260 50,000 CID GECC 02/11/03 1.260 50,000 CID GECC 02/11/03 1.260 50,000 CID GECC 02/11/03 1.260 50,000 CID GECC 02/11/03 1.260 50,000 CID ASCC 03/21 /03 1.260 50,000 CID BEAR 04/01 /03 1.270 30,000 CID BEAR 04/01/03 1.270 50,000 DISC NOTES FHLMC 06/20/03 1.225 50,000 MTN GMAC 6.380% 01/30/04 2.650 18,500 02/11/03 REDEMPTIONS CID GECC 02/11/03 1.260 50,000 1 1,750.00 1.277 CID GECC 02/11/03 1.260 50,000 1 1,750.00 1.277 CID GECC 02/11/03 1.260 50,000 1 1,750.00 1.277 CID GECC 02/11/03 1.260 50,000 1 1,750.00 1.277 CID GECC 02/11/03 1.260 50,000 1 1,750.00 1.277 CID GECC 02/11/03 1.260 50,000 1 1,750.00 1.277 CID WALMART 02/11/03 1.220 50,000 13 22,027.78 1.237 CID FCAR 02/11/03 1.340 45,000 64 107,200.00 1.361 CID MORG STAN 02/11/03 1.350 5,000 81 15,187.50 1.372 CID MORG STAN 02/11/03 1.350 50,000 81 151,875.00 1.372 PURCHASES MTN GMAC 6.850% 06/17/04 3.250 30,000 PURCHASES c/ TREAS NOTES 3.000% 11/30/03 1.230 50,000 TREAS NOTES 3.000% 11/30/03 1.230 50,000 TREAS NOTES 3.250% 05/31/04 1.230 17,340 TREAS NOTES 3.250% 05/31/04 1.230 50,000 02/13/03 REDEMPTIONS CID SAFEWAY 02/13/03 1.320 25,000 9 8,250.00 1.338 DISC NOTES FHLMC 02/13/03 1.240 50,000 90 155,000.00 1.261 DISC NOTES FHLMC 02/13/03 1.240 50,000 90 155,000.00 1.261 MTN FIR FMCC 5.750% 02/13/03 5.718 20,000 1745 4,542,739.98 4.750 SALES c/ TREAS NOTES 3.000% 11/30/03 1.230 50,000 2 3,416.67 1.247 TREAS NOTES 3.000% 11/30/03 1.230 50,000 2 3,416.67 1.247 TREAS NOTES 3.250% 05/31/04 1.230 17,340 2 1,196.52 1.247 7 02/13/03 SALES c/ (continued) TREAS NOTES PURCHASES BN WORLD BN WORLD BN WORLD BN WORLD CID AMER EXP CID CRC CID CRC DISC NOTES FNMA DISC NOTES FNMA DISC NOTES FNMA DISC NOTES FNMA 02/14/03 REDEMPTIONS FHLB FNMA FNMA FNMA FNMA FNMA FNMA FNMA FNMA 3.250% 05/31 /04 1.230 50,000 1.250% 02/27/03 1.260 50,000 1.250% 02/27/03 1.260 50,000 1.250% 02/27/03 1.260 50,000 1.250% 02/27/03 1.260 50,000 02/19/03 1.240 50,000 03/14/03 1.260 50,000 03/14/03 1.260 50,000 06/09/03 1.220 50,000 06/09/03 1.220 50,000 06/20/03 1.220 50,000 06/20/03 1.220 50,000 2 3,450.15 5.000% 02/14/03 5.142 25,000 735 2,585,111.12 5.000% 02/14/03 4.105 50,000 598 3,385,451.19 5.000% 02/14/03 4.105 50,000 598 3,385,451.19 5.000% 02/14/03 4.103 50,000 598 3,383,833.33 5.000% 02/14/03 4.103 50,000 598 3,383,833.33 5.000% 02/14/03 4.103 50,000 598 3,383,833.33 5.000% 02/14/03 4.103 50,000 598 3,383,833.33 5.000% 02/14/03 4.103 50,000 598 3,383,833.33 5.000% 02/14/03 4.103 50,000 598 3,383,833.33 1.247 5.149 4.075 4.075 4.073 4.073 4.073 4.073 4.073 4.073 PURCHASES CID GECC 02/18/03 1.250 50,000 CID GECC 02/18/03 1.250 50,000 CID GECC 02/18/03 1.250 50,000 CID GECC 02/18/03 1.250 50,000 CID GECC 02/18/03 1.250 50,000 02/18/03 REDEMPTIONS CID GECC 02/18/03 1.250 50,000 4 6,944.44 1.267 CP GECC 02/18/03 1.250 50,000 4 6,944.44 1.267 CID GECC 02/18/03 1.250 50,000 4 6,944.44 1.267 CID GECC 02/18/03 1.250 50,000 4 6,944.44 1.267 CP GECC 02/18/03 1.250 50,000 4 6,944.44 1.267 PURCHASES CID NCAT 02/19/03 1.380 50,000 10 02/18/03 PURCHASES (continued) CP NCAT 02/19/03 1.380 50,000 CP GECC 02/19/03 1.380 50,000 CP GECC 02/19/03 1.380 50,000 CP GECC 02/19/03 1.380 50,000 CP GECC 02/19/03 1.380 50,000 CP GECC 02/19/03 1.380 50,000 CP HEWLETT 03/21/03 1.390 50,000 DISC NOTES FNMA 06/30/03 1.220 17,500 DISC NOTES FNMA 06/30/03 1.230 35,000 DISC NOTES FNMA 06/30/03 1.230 50,000 DISC NOTES FNMA 06/30/03 1.230 50,000 DISC NOTES FNMA 06/30/03 1.230 50,000 DISC NOTES FNMA 06/30/03 1.230 50,000 02/19/03 REDEMPTIONS CP NCAT 02/19/03 1.380 50,000 1 1,916.67 1.399 CP NCAT 02/19/03 1.380 50,000 1 1,916.67 1.399 CP GECC 02/19/03 1.380 50,000 1 1,916.67 1.399 CP GECC 02/19/03 1.380 50,000 1 1,916.67 1.399 CP GECC 02/19/03 1.380 50,000 1 1,916.67 1.399 CP GECC 02/19/03 1.380 50,000 1 1,916.67 1.399 CP GECC 02/19/03 1.380 50,000 1 1,916.67 1.399 CP AMER EXP 02/19/03 1.240 50,000 6 10,333.33 1.257 CP MORG STAN 02/19/03 1.330 50,000 65 120,069.45 1.351 CP MORG STAN 02/19/03 1.330 50,000 65 120,069.45 1.351 DISC NOTES FNMA 02/19/03 1.240 50,000 89 153,277.78 1.261 DISC NOTES FNMA 02/19/03 1.240 50,000 89 153,277.78 1.261 PURCHASES DISC NOTES FNMA 06/02/03 1.220 50,000 DISC NOTES FNMA 06/02/03 1.220 50,000 DISC NOTES FNMA 06/20/03 1.220 50,000 DISC NOTES FNMA 06/20/03 1.220 50,000 DISC NOTES FNMA 06/20/03 1.225 50,000 02/20/03 REDEMPTIONS CP MORG STAN 02/20/03 1.330 50,000 66 121,916.65 1.351 CP MORG STAN 02/20/03 1.330 50,000 66 121,916.65 1.351 CP MORG STAN 02/20/03 1.330 50,000 69 127,458.35 1.351 CP MORG STAN 02/20/03 1.330 50,000 69 127,458.35 1.351 CP GECC 02/20/03 1.350 50,000 78 146,250.00 1.372 CP GECC 02/20/03 1.350 50,000 78 146,250.00 1.372 CP FMCC 02/20/03 1.970 50,000 90 246,250.00 2.007 CP FMCC 02/20/03 1.970 50,000 90 246,250.00 2.007 CP JP MORGAN 02/20/03 1.340 50,000 94 174,944.45 1.363 N 02/20/03 REDEMPTIONS (continued) CP JP MORGAN 02/20/03 1.340 50,000 94 174,944.45 1.363 CP JP MORGAN 02/20/03 1.340 50,000 94 174,944.45 1.363 CP JP MORGAN 02/20/03 1.340 50,000 94 174,944.45 1.363 DISC NOTES FHLMC 02/20/03 1.630 50,000 127 287,513.89 1.662. DISC NOTES FHLMC 02/20/03 1.630 50,000 127 287,513.89 1.662 PURCHASES CD MONTREAL 1.240% 06/02/03 1.240 50,000 CD MONTREAL 1.240% 06/02/03 1.240 50,000 CP W/F 02/27/03 1.220 50,000 CP W/F 02/27/03 1.220 50,000 CP TRANSAM 03/03/03 1.250 5,000 CP JP MORGAN 03/03/03 1.250 25,000 CP SAFEWAY 03/03/03 1.320 25,000 CP JP MORGAN 03/03/03 1.250 50,000 CP JP MORGAN 03/03/03 1.250 50,000 CP JP MORGAN 03/03/03 1.250 50,000 CP TRANSAM 03/03/03 1.250 50,000 CP SALOMON 03/03/03 1.230 50,000 CP FMCC 03/03/03 1.200 50,000 CP FMCC 03/03/03 1.200 50,000 CP AMER EXP 03/04/03 1.240 50,000 CP GECC 03/10/03 1.250 50,000 CP GECC 03/10/03 1.250 50,000 CP GECC 03/10/03 1.250 50,000 CP GECC 03/10/03 1.250 50,000 CP GECC 03/10/03 1.250 50,000 CP GECC 03/10/03 1.250 50,000 CP W/F 03/13/03 1.240 50,000 CP MORG STAN 05/20/03 1.260 50,000 CP MORG STAN 05/20/03 1.260 50,000 CP MORG STAN 05/20/03 1.260 50,000 CP MORG STAN 05/20/03 1.260 50,000 CP SALOMON 06/02/03 1.250 50,000 CP SALOMON 06/02/03 1.250 50,000 CP SALOMON 06/02/03 1.250 50,000 CP SALOMON 06/02/03 1.250 50,000 DISC NOTES FNMA 03/10/03 1.210 50,000 DISC NOTES FNMA 03/10/03 1.210 50,000 DISC NOTES FHLMC 06/26/03 1.225 50,000 DISC NOTES FHLMC 06/26/03 1.225 50,000 DISC NOTES FHLMC 06/26/03 1.225 50,000 DISC NOTES FHLMC 06/26/03 1.225 50,000 02/21/03 REDEMPTIONS CD W/F 1.270% 02/21 /03 .1.250 46,500 23 37,146.37 1.267 10 02/21/03 REDEMPTIONS (continued) CD W/F CID W/F CID W/F PURCHASES CID GECC CID CAFCO CID CAFCO 02/24/03 NO SALES PURCHASES CD CR AGRIC CD CR AGRIC CD CR AGRIC CD CR AGRIC CD BK SCOT CD BK SCOT CD BK SCOT CD BK SCOT CID DISNEY CID HOUSEHOLD CID HOUSEHOLD CID W/F CID W/F CP W/F CID W/F MTN W/F 02/25/03 NO SALES PURCHASES CID PFIZER DISC NOTES FNMA DISC NOTES FNMA DISC NOTES FNMA DISC NOTES FNMA 02/26/03 REDEMPTIONS DISC NOTES FNMA DISC NOTES FNMA 1.270% 02/21/03 1.250 50,000 02/21/03 1.260 50,000 02/21/03 1.260 50,000 03/06/03 1.250 50,000 05/13/03 1.250 50,000 05/13/03 1.250 50,000 1.260% 04/07/03 1.260 50,000 1.260% 04/07/03 1.260 50,000 1.260% 04/07/03 1.260 50,000 1.260% 04/07/03 1.260 50,000 1.240% 06/20/03 1.235 50,000 1.240% 06/20/03 1.235 50,000 1.240% 06/20/03 1.235 50,000 1.240% 06/20/03 1.235 50,000 02/28/03 1.310 20,500 03/04/03 1.320 20,000 03/04/03 1.320 50,000 03/06/03 1.230 50,000 03/06/03 1.230 50,000 03/06/03 1.230 50,000 03/06/03 1.230 50,000 6.625% 07/15/04 1.550 10,350 03/03/03 1.230 30,000 03/03/03 1.200 20,000 03/03/03 1.200 50,000 03/03/03 1.200 50,000 03/03/03 1.200 50,000 23 17 17 02/26/03 1.680 38,329 132 02/26/03 1.680 50,000 132 11 39,942.33 29,750.00 29,750.00 236,106.64 308,000.00 1.267 1.278 1.278 1.713 1.713 02/26/03 PURCHASES CP GECC 02/27/03 1.290 50,000 CP GECC 02/27/03 1.290 50,000 CP GECC 02/27/03 1.290 50,000 CP GECC 02/27/03 1.290 50,000 CP GECC 02/27/03 1.290 50,000 CP GECC 02/27/03 1.290 50,000 CP AMER EXP 03/04/03 1.250 50,000 CP CITICORP 03/11/03 1.250 40,000 CP CITICORP 03/11/03 1.250 50,000 CP CITICORP 03/12/03 1.250 50,000 CP CITICORP 03/12/03 1.250 50,000 DISC NOTES FNMA 05/28/03 1.225 50,000 DISC NOTES FNMA 05/28/03 1.225 50,000 DISC NOTES FNMA 05/28/03 1.225 50,000 DISC NOTES FNMA 05/28/03 1.225 50,000 SBA FR 1.550% 01 /25/28 1.550 14,246 PURCHASES c/ TREAS BILLS 05/08/03 1.230 50,000 TREAS BILLS 05/08/03 1.230 50,000 TREAS BILLS 05/15/03 1.230 50,000 TREAS BILLS 05/22/03 1.230 50,000 TREAS BILLS 05/22/03 1.230 50,000 TREAS BILLS 08/07/03 1.230 50,000 TREAS BILLS 08/07/03 1.230 50,000 TREAS BILLS 08/07/03 1.230 50,000 TREAS NOTES 3.250% 05/31/04 1.230 50,000 TREAS NOTES 2.875% 06/30/04 1.230 50,000 TREAS NOTES 2.875% 06/30/04 1.230 50,000 02/27/03 REDEMPTIONS BN WORLD 1.250% 02/27/03 1.260 50,000 14 24,499.90 1.277 BN WORLD 1.250% 02/27/03 1.260 50,000 14 24,499.90 1.277 BN WORLD 1.250% 02/27/03 1.260 50,000 14 24,499.90 1.277 BN WORLD 1.250% 02/27/03 1.260 50,000 14 24,499.90 1.277 CD W/F 1.320% 02/27/03 1.310 50,000 63 114,627.00 1.328 CD W/F 1.320% 02/27/03 1.310 50,000 63 114,627.00 1.328 CP GECC 02/27/03 1.290 50,000 1 1,791.67 1.307 CP GECC 02/27/03 1.290 50,000 1 1,791.67 1.307 CP GECC 02/27/03 1.290 50,000 1 1,791.67 1.307 CP GECC 02/27/03 1.290 50,000 1 1,791.67 1.307 CP GECC 02/27/03 1.290 50,000 1 1,791.67 1.307 CP GECC 02/27/03 1.290 50,000 1 1,791.67 1.307 CP W/F 02/27/03 1.220 50,000 7 11,861.11 1.237 CP W/F 02/27/03 1.220 50,000 7 11,861.11 1.237 CP HEWLETT 02/27/03 1.400 28,304 23 25,316.36 1.420 CP GMAC 02/27/03 1.530 35,000 30 44,625.00 1.553 12 02/27/03 REDEMPTIONS (continued) CP FCAR 02/27/03 1.350 50,000 101 189,375.00 1.373 CID FCAR 02/27/03 1.350 50,000 101 189,375.00 1.373 NO PURCHASES 02/28/03 REDEMPTIONS BN BANC ONE 1.570% 02/28/03 1.570 50,000 121 263,847.22 1.591 BN BANC ONE 1.570% 02/28/03 1.570 50,000 121 263,847.22 1.591 CD - ABN AMRO 1.720% 02/28/03 1.710 50,000 134 318,261.77 1.733 CD ABN AMRO 1.720% 02/28/03 1.710 50,000 134 318,261.77 1.733 CD ABN AMRO 1.720% 02/28/03 1.710 50,000 134 318,261.77 1.733 CD ABN AMRO 1.720% 02/28/03 1.710 50,000 134 318,261.77 1.733 CD US BANK 1.720% 02/28/03 1.720 50,000 134 320,111.11 1.743 CD US BANK 1.720% 02/28/03 1.720 50,000 134 320,111.11 1.743 CD RB CANADA 1.740% 02/28/03 1.730 50,000 134 321,984.13 1.754 CD CR AGRIC 1.730% 02/28/03 1.730 50,000 134 321,972.22 1.754 CD CR AGRIC 1.730% 02/28/03 1.730 50,000 134 321,972.22 1.754 CD CR AGRIC 1.730% 02/28/03 1.730 50,000 134 321,972.22 1.754 CD CR AGRIC 1.730% 02/28/03 1.730 50,000 134 321,972.22 1.754 CD ANZ 1.745% 02/28/03 1.740 50,000 134 323,839.32 1.764 CD ANZ 1.745% 02/28/03 1.740 50,000 134 323,839.32 1.764 CD ANZ 1.745% 02/28/03 1.740 50,000 134 323,839.32 1.764 CD ANZ 1.745% 02/28/03 1.740 50,000 134 323,839.32 1.764 CD SOC GEN 1.710% 02/28/03 1.710 50,000 135 320,625.00 1.733 CD SOC GEN 1.710% 02/28/03 1.710 50,000 135 320,625.00 1.733 CD MONTREAL 1.710% 02/28/03 1.710 50,000 135 320,625.00 1.733 CD MONTREAL 1.710% 02/28/03 1.710 50,,000 135 320,625.00 1.733 CD MONTREAL 1.710% 02/28/03 1.710 50,000 135 320,625.00 1.733 CD MONTREAL 1.710% 02/28/03 1.710 50,000 135 320,625.00 1.733 CD CIBC 1.720% 02/28/03 1.720 50,000 135 322,500.00 1.743 CD CIBC 1.720% 02/28/03 1.720 50,000 135 322,500.00 1.743 CD CIBC 1.720% 02/28/03 1.720 50,000 135 322,500.00 1.743 CD CIBC 1.720% 02/28/03 1.720 50,000 135 322,500.00 1.743 CD NOVA SCOT 1.730% 02/28/03 1.730 50,000 135 324,375.00 1.754 CD NOVA SCOT 1.730% 02/28/03 1.730 50,000 135 324,375.00 1.754 CID DISNEY 02/28/03 1.310 20,500 4 2,983.89 1.328 CID SALOMON 02/28/03 1.330 50,000 74 136,694.45 1.352 CID SALOMON 02/28/03 1.330 50,000 74 136,694.45 1.352 CID SALOMON 02/28/03 1.330 50,000 74 136,694.45 1.352 CID GECC 02/28/03 1.340 50,000 74 137,722.22 1.362 CID GECC 02/28/03 1.340 50,000 74 137,722.22 1.362 CID GECC 02/28/03 1.340 50,000 74 137,722.22 1.362 CID GECC 02/28/03 1.340 50,000 74 137,722.22 1.362 CID GE 02/28/03 1.340 50,000 74 137,722.22 1.362 CID GE 02/28/03 1.340 50,000 74 137,722.22 1.362 CID GE 02/28/03 1.340 50,000 74 137,722.22 1.362 CID GE 02/28/03 1.340 50,000 74 137,722.22 1.362 CID FMCC 02/28/03 1.970 50,000 95 259,930.56 2.007 13 02/28/03 REDEMPTIONS (continued) CP NCAT 02/28/03 1.340 50,000 102 189,833.33 1.363 CP HOUSEHOLD 02/28/03 2.180 50,000 119 360,305.55 2.226 CP HOUSEHOLD 02/28/03 2.180 50,000 119 360,305.55 2.226 CP SRAC 02/28/03 2.280 50,000 119 376,833.33 2.329 CP FMCC 02/28/03 2.230 50,000 120 371,666.67 2.277 CP FMCC 02/28/03 2.230 50,000 120 371,666.67 2.277 CP FMCC 02/28/03 2.230 50,000 120 371,666.67 2.277 CP GECC 02/28/03 1.720 50,000 136 324,888.89 1.755 CP GECC 02/28/03 1.720 50,000 136 324,888.89 1.755 CP GECC 02/28/03 1.720 50,000 136 324,888.89 1.755 CP GECC 02/28/03 1.720 50,000 136 324,888.89 1.755 CP BEAR 02/28/03 1.730 50,000 136 326,777.78 1.765 CP BEAR 02/28/03 1.730 50,000 136 326,777.78 1.765 CP BEAR 02/28/03 1.730 50,000 136 326,777.78 1.765 CP BEAR 02/28/03 1.730 50,000 136 326,777.78 1.765 CP GOLDMAN 02/28/03 1.750 50,000 136 330,555.56 1.786 CP GOLDMAN 02/28/03 1.750 50,000 136 330,555.56 1.786 CP GOLDMAN 02/28/03 1.750 50,000 136 330,555.56 1.786 CP GOLDMAN 02/28/03 1.750 50,000 136 330,555.56 1.786 CP GOLDMAN 02/28/03 1.750 50,000 136 330,555.56 1.786 CP GOLDMAN 02/28/03 1.750 50,000 136 330,555.56 1.786 CP FMCC 02/28/03 2.120 45,000 149 394,850.00 2.168 DISC NOTES FHLMC 02/28/03 1.660 50,000 134 308,944.44 1.693 DISC NOTES FHLMC 02/28/03 1.660 50,000 134 308,944.44 1.693 DISC NOTES FNMA 02/28/03 1.660 50,000 134 308,944.44 1.693 DISC NOTES FNMA 02/28/03 1.660 50,000 134 308,944.44 1.693 DISC NOTES FNMA 02/28/03 1.670 50,000 134 310,805.56 1.703 DISC NOTES FNMA 02/28/03 1.670 50,000 134 310,805.56 1.703 DISC NOTES FNMA 02/28/03 1.620 50,000 135 303,750.00 1.652 DISC NOTES FNMA 02/28/03 1.620 50,000 135 303,750.00 1.652 DISC NOTES FNMA 02/28/03 1.620 50,000 135 303,750.00 1.652 DISC NOTES FNMA 02/28/03 1.620 50,000 135 303,750.00 1.652 DISC NOTES FNMA 02/28/03 1.620 50,000 135 303,750.00 1.652 DISC NOTES FNMA 02/28/03 1.620 50,000 135 303,750.00 1.652 DISC NOTES FNMA 02/28/03 1.620 50,000 135 303,750.00 1.652 DISC NOTES FNMA 02/28/03 1.620 50,000 135 303,750.00 1.652 DISC NOTES FNMA 02/28/03 1.650 50,000 135 309,375.00 1.683 DISC NOTES FNMA 02/28/03 1.650 50,000 135 309,375.00 1.683 MTN GMAC 7.480% 02/28/03 2.810 9,100 246 176,052.58 2.784 MTN GMAC 7.480% 02/28/03 4.790 15,000 612 1,235,883.33 4.774 TREAS NOTES 5.500% 02/28/03 6.606 50,000 1002 8,930,027.17 6.606 TREAS NOTES 5.500% 02/28/03 6.606 50,000 1002 8,930,027.17 6.606 TREAS NOTES 5.500% 02/28/03 6.781 50,000 1023 9,261,892.59 6.781 TREAS NOTES 5.500% 02/28/03 6.781 50,000 1023 9,261,892.59 6.781 NO PURCHASES 14 a/ The abbreviations indicate the type of security purchased or sold; i.e., (U.S.) Bills, Bonds, Notes, Debentures, Discount Notes and Participation Certificates: Federal National Mortgage Association (FNMA), Farmers Home Administration Notes (FHA), Student Loan Marketing Association (SLMA), Small Business Association (SBA), Negotiable Certificates of .Deposit (CD), Negotiable Certificates of Deposit Floating Rate (CD FR), Export Import Notes (EXIM), Bankers Acceptances (BA), Commercial Paper (CP), Government National Mortgage Association (GNMA), Federal Home Loan Bank Notes (FHLB), Federal Land Bank Bonds (FLB), Federal Home Loan Mortgage Corporation Obligation (FHLMC PC) & (FHLMC GMC), Federal Farm Credit Bank Bonds (FFCB), Federal Farm Credit Discount Notes (FFC), Corporate Securities (CB), US Ship Financing Bonds (TITLE XI'S), International Bank of Redevelopment (IBRD), Tennessee Valley Authority (TVA), Medium Term Notes (MTN), Real Estate Mortgage Investment Conduit (REMIC). b/ Purchase or sold yield based on 360 day calculation for discount obligations and Repurchase Agreements. c/ Repurchase Agreement. d/ Par amount of securities purchased, sold or redeemed. el Securities were purchased and sold as of the same date. f/ Repurchase Agreement against Reverse Repurchase Agreement. 9/ Outright purchase against Reverse Repurchase Agreement. h/ Security "SWAP" transactions. IL Buy back agreement. RRS Reverse Repurchase Agreement. RRP Termination of Reverse Repurchase Agreement. 15 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT ($) DATE ALHAMBRA Bank of East Asia (USA) 11/13/02 1.310 6,000,000.00 05/13/03 Bank of East Asia (USA) 01/14/03 1.290 3,095,000.00 07/16/03 Bank of East Asia (USA) 02/13/03 1.230 3,000,000.00 08/14/03 Omni Bank 09/05/02 1.710 3,000,000.00 03/07/03 Omni Bank 10/21/02 1.730 2,000,000.00 04/23/03 Omni Bank 11 /20/02 1.310 2,000,000.00 05/21 /03 Omni Bank 02/25/03 1.230 3,000,000.00 08/28/03 ARROYO GRANDE Mid -State Bank 09/11/02 1.700 5,000,000.00 03/12/03 Mid -State Bank 10/16/02 1.580 5,000,000.00 04/14/03 Mid -State Bank 11/13/02 1.310 5,000,000.00 05/13/03 Mid -State Bank 12/11/02 1.310 5,000,000.00 06/13/03 Mid -State Bank 01/16/03 1.290 5,000,000.00 07/17/03 Mid -State Bank 02/13/03 1.230 5,000,000.00 08/14/03 BEVERLY HILLS City National Bank 09/09/02 1.640 10,000,000.00 03/10/03 City National Bank 12/09/02 1.260 10,000,000.00 03/13/03 City National Bank 10/17/02 1.620 25,000,000.00 04/15/03 BREA Jackson Federal Bank 02/11 /03 1.200 10,000,000.00 05/14/03 Pacific Western National Bank 02/05/03 1.240 4,000,000.00 08/08/03 CALABASAS First Bank of Beverly Hills FSB 08/28/02 1.740 10,000,000.00 03/03/03 First Bank of Beverly Hills FSB 09/18/02 1.750 10,000,000.00 03/19/03 First Bank of Beverly Hills FSB 02/06/03 1.250 10,000,000.00 08/07/03 CAMARILLO First California Bank 09/25/02 1.650 3,000,000.00 03/24/03 First California Bank 01/30/03 1.240 4,000,000.00 07/30/03 CAMERON PARK Western Sierra National Bank 01/16/03 1.280 7,000,000.00 07/16/03 16 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT ($) DATE CAMERON PARK (continued) Western Sierra National Bank 02/14/03 1.220 6,000,000.00 08/15/03 CHICO North State National Bank 09/11/02 1.710 1,000,000.00 03/12/03 North State National Bank 01/24/03 1.210 5,000,000.00 07/25/03 North State National Bank 02/14/03 1.220 1,500,000.00 08/15/03 Tri Counties Bank 12/16/02 1.260 10,000,000.00 03/18/03 Tri Counties Bank 12/09/02 1.270 10,000,000.00 03/18/03 CHULA VISTA North Island Federal Credit Union 12/23/02 1.270 5,000,000.00 03/26/03 CITY OF INDUSTRY EverTrust Bank 12/10/02 1.290 6,000,000.00 06/12/03 EverTrust Bank 01/27/03 1.210 6,000,000.00 07/31/03 DUBLIN Operating Engineers FCU 10/10/02 1.580 5,000,000.00 04/08/03 Operating Engineers FCU 12/11 /02 1.290 10,000,000.00 06/13/03 Operating Engineers FCU 02/13/03 1.210 5,000,000.00 08/14/03 EL CENTRO Valley Independent Bank 10/28/02 1.710 20,000,000.00 04/28/03 Valley Independent Bank 11/20/02 1.320 32,500,000.00 05/21/03 Valley Independent Bank 12/19/02 1.330 20,000,000.00 07/08/03 EL SEGUNDO First Coastal Bank NA 02/26/03 1.260 1,000,000.00 05/30/03 First Coastal Bank NA 02/26/03 1.260 1,000,000.00 08/29/03 Hawthorne Savings FSB 12/20/02 1.250 50,000,000.00 03/24/03 Hawthorne Savings FSB 01/15/03 1.250 35,000,000.00 04/16/03 Hawthorne Savings FSB 11/15/02 1.270 25,000,000.00 05/14/03 Hawthorne Savings FSB 01 /09/03 1.300 30,000,000.00 07/09/03 Hawthorne Savings FSB 01/06/03 1.300 30,000,000.00 07/09/03 Hawthorne Savings FSB 02/05/03 1.240 15,000,000.00 08/07/03 Xerox Federal Credit Union 09/06/02 1.640 7,000,000.00 03/06/03 17 NAME EL SEGUNDO (continued) Xerox Federal Credit Union FRESNO United Security Bank United Security Bank United Security Bank FULLERTON Fullerton Community Bank Fullerton Community Bank GLENDALE The California Credit Union Verdugo Banking Company Verdugo Banking Company GOLETA Pacific Capital Bank Pacific Capital Bank Pacific Capital Bank Pacific Capital Bank Pacific Capital Bank Pacific Capital Bank Pacific Capital Bank Pacific Capital Bank Pacific Capital Bank Pacific Capital Bank GRANADA HILLS First State Bank of California First State Bank of California HUNTINGTON BEACH First Bank and Trust TIME DEPOSITS DEPOSIT PAR MATURITY DATE YIELD AMOUNT ($) DATE 11/15/02 1.290 20,000,000.00 05/16/03 10/11/02 1.580 5,000,000.00 04/09/03 02/05/03 1.210 15,000,000.00 04/15/03 11/14/02 1.310 20,000,000.00 05/13/03 11 /13/02 1.320 9,000,000.00 05/13/03 01/23/02 1.260 8,000,000.00 07/25/03 02/27/03 1.270 5,000,000.00 08/29/03 10/01 /02 1.630 5,000,000.00 04/02/03 01/07/03 1.290 5,000,000.00 07/10/03 09/09/02 1.630 10,000,000.00 03/14/03 09/17/02 1.660 15,000,000.00 03/14/03 10/01/02 1.610 10,000,000.00 04/02/03 10/11 /02 1.560 10,000,000.00 04/02/03 10/29/02 1.660 10,000,000.00 04/29/03 12/05/02 1.330 25,000,000.00 06/09/03 12/11 /02 1.290 30,000,000.00 06/09/03 12/09/02 1.310 30,000,000.00 06/09/03 01/23/03 1.230 45,000,000.00 07/25/03 02/14/03 1.220 16,000,000.00 08/15/03 09/18/02 1.730 2,000,000.00 03/19/03 10/21 /02 1.730 3,000,000.00 04/23/03 09/09/02 18 1.650 12,000,000.00 03/11 /03 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT ($) DATE IRVINE Commercial Capital Bank 12/16/02 1.290 10,000,000.00 06/18/03 Commercial Capital Bank 01/08/03 1.290 6,000,000.00 07/10/03 Commercial Capital Bank 02/24/03 1.220 15,000,000.00 08/20/03 Commercial Capital Bank 02/21 /03 1.220 14,000,000.00 08/28/03 LA JOLLA Silvergate Bank 09/11/02 1.730 5,000,000.00 03/12/03 Silvergate Bank 01 /31 /03 1.240 5,000,000.00 08/06/03 LAKEPORT Lake Community Bank 11/25/02 1.320 1,500,000.00 05/29/03 Lake Community Bank 01/15/03 1.290 2,000,000.00 07/16/03 LODI Farmers & Merchant Bk Cen CA 01/10/03 1.240 10,000,000.00 04/11/03 LOS ANGELES Broadway Federal Bank 09/09/02 1.660 3,000,000.00 03/11/03 Broadway Federal Bank 01/09/03 1.310 2,500,000.00 07/11/03 California Center Bank 01/06/03 1.250 10,000,000.00 04/09/03 California Chohung Bank 09/06/02 1.630 5,000,000.00 03/07/03 California Chohung Bank 10/02/02 1.540 3,000,000.00 04/01/03 California Chohung Bank 10/16/02 1.580 800,000.00 04/14/03 California Chohung Bank 10/02/02 1.540 2,500,000.00 04/14/03 California Chohung Bank 01/16/03 1.270 1,000,000.00 07/17/03 California Chohung Bank 02/19/03 1.210 4,000,000.00 08/21/03 Cathay Bank 09/25/02 1.660 19,000,000.00 03/24/03 Cathay Bank 10/09/02 1.590 19,000,000.00 04/07/03 Cathay Bank 11/12/02 1.310 15,000,000.00 05/13/03 Cathay Bank 12/10/02 1.290 30,000,000.00 06/12/03 Cedars Bank 09/06/02 1.650 4,500,000.00 03/05/03 Cedars Bank 10/04/02 1.560 5,000,000.00 04/03/03 Cedars Bank 10/24/02 1.750 4,000,000.00 04/22/03 Cedars Bank 12/12/02 1.310 4,500,000.00 06/12/03 Cedars Bank 02/19/03 1.230 • 2,000,000.00 08/21/03 Eastern International Bank 11/07/02 1.430 900,000.00 05/06/03 Eastern International Bank 12/10/02 1.310 1,000,000.00 06/12/03 Family Savings Bank 12/05/02 .1.350 3,000,000.00 06/16/03 19 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT ($) DATE LOS ANGELES (continued) Family Savings Bank 01 /10/03 1.280 1,000,000.00 07/11 /03 Hanmi Bank 12/02/02 1.270 25,000,000.00 03/05/03 Hanmi Bank 09/19/02 1.710 25,000,000.00 03/18/03 Hanmi Bank 01 /17/03 1.240 25,000,000.00 04/18/03 Hanmi Bank 01 /31 /03 1.210 20,000,000.00 05/08/03 Manufacturers Bank 09/20/02 1.700 20,000,000.00 03/10/03 Manufacturers Bank 09/09/02 1.650 30,000,000.00 03/10/03 Mellon First Business Bank 12/17/02 1.250 50,000,000.00 03/19/03 Mellon First Business Bank 01/10/03 1.250 50,000,000.00 04/10/03 Nara Bank, NA 12/16/02 1.250 5,000,000.00 03/18/03 Nara Bank, NA 10/11 /02 1.560 5,000,000.00 04/23/03 Nara Bank, NA 10/21/02 1.710 15,000,000.00 04/23/03 Nara Bank, NA 02/07/03 1.230 10,000,000.00 08/08/03 Pacific Union Bank 09/04/02 1.650 20,000,000.00 03/06/03 Pacific Union Bank 01/07/03 1.290 10,000,000.00 07/10/03 Preferred Bank 09/10/02 1.730 9,000,000.00 03/05/03 Preferred Bank 09/18/02 1.740 9,000,000.00 03/21 /03 Preferred Bank 02/26/03 1.250 7,000,000.00 04/15/03 Preferred Bank 01 /16/03 1.250 6,000,000.00 04/17/03 Preferred Bank 02/07/03 1.240 4,000,000.00 08/08/03 Sae Han Bank 02/19/03 1.220 6,000,000.00 05/22/03 Western Federal Credit Union 10/21/02 1.710 30,000,000.00 04/23/03 Wilshire State Bank 12/17/02 1.250 8,000,000.00 03/19/03 Wilshire State Bank 10/11 /02 1.590 3,000,000.00 04/09/03 Wilshire State Bank 11 /06/02 1.470 4,000,000.00 05/06/03 Wilshire State Bank 05/14/02 2.420 2,000,000.00 05/13/03 Wilshire State Bank 11/22/02 1.320 5,000,000.00 05/29/03 Wilshire State Bank 12/17/02 1.310 2,000,000.00 06/19/03 Wilshire State Bank 07/12/02 2.060 4,000,000.00 07/10/03 Wilshire State Bank 02/05/03 1.240 4,000,000.00 08/07/03 Wilshire State Bank 02/24/03 1.230 4,000,000.00 08/27/03 MERCED County Bank 10/16/02 1.600 5,000,000.00 04/14/03 County Bank 12/10/02 1.330 10,000,000.00 06/11/03 County Bank 01/16/03 1.300 5,000,000.00 07/17/03 County Bank 02/24/03 1.240 5,000,000.00 08/27/03 MODESTO Valley First Credit Union 10/04/02 20 1.560 4,000,000.00 04/10/03 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT ($) DATE MONTEREY PARK Trust Bank FSB 10/01/02 1.640 3,000,000.00 04/01/03 Trust Bank FSB 01 /02/03 1.270 3,000,000.00 07/09/03 NORTH HIGHLANDS Safe Credit Union 01/15/03 1.250 5,000,000.00 04/16/03 Safe Credit Union 02/14/03 1.210 20,000,000.00 05/16/03 OAKDALE Oak Valley Community Bank 12/09/02 1.270 1,500,000.00 03/11/03 Oak Valley Community Bank 03/22/02 2.640 2,000,000.00 03/20/03 Oak Valley Community Bank 01/14/03 1.240 2,500,000.00 04/16/03 OAKLAN D Metropolitian Bank 09/25/02 1.650 1,000,000.00 03/24/03 Metropolitian Bank 10/28/02 1.700 1,000,000.00 04/28/03 Metropolitian Bank 11/25/02 1.300 1,000,000.00 05/28/03 ONTARIO Citizens Business Bank 09/25/02 1.640 30,000,000.00 03/24/03 Citizens Business Bank 10/04/02 1.550 25,000,000.00 04/03/03 Citizens Business Bank 11 /20/02 1.310 30,000,000.00 05/21 /03 Citizens Business Bank 12/06/02 1.360 25,000,000.00 06/04/03 Citizens Business Bank 02/06/03 1.240 10,000,000.00 08/08/03 Citizens Business Bank 02/11/03 1.230 20,000,000.00 08/08/03 PALO ALTO Bank of Petaluma 09/11/02 1.720 12,000,000.00 03/10/03 Bank of Petaluma 02/19/03 1.230 3,500,000.00 08/20/03 Bank of Santa Clara 02/19/03 1.230 20,000,000.00 08/20/03 Bay Area Bank 10/28/02 1.720 5,000,000.00 04/28/03 Bay Area Bank 01/15/03 1.300 5,000,000.00 07/16/03 Bay Bank of Commerce 10/28/02 1.710 5,000,000.00 04/28/03 Coast Commercial Bank 01/15/03 1.290 5,000,000.00 07/16/03 Coast Commercial Bank 02/19/03 1.230 20,000,000.00 08/20/03 Cupertino National Bank 09/11/02 1.730 10,000,000.00 03/10/03 Cupertino National Bank 01/28/03 1.210 35,000,000.00 04/30/03 Cupertino National Bank 02/19/03 1.230 20,000,000.00 05/22/03 21 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT ($) DATE PALO ALTO (continued) Cupertino National Bank 01/15/03 1.300 10,000,000.00 07/16/03 Golden Gate Bank 02/19/03 1.230 9,000,000.00 05/22/03 Mid -Peninsula Bank 09/11/02 1.730 10,000,000.00 03/10/03 Mid -Peninsula Bank 10/28/02 1.720 35,000,000.00 04/28/03 Mid -Peninsula Bank 02/19/03 1.230 5,000,000.00 08/20/03 Mt. Diablo National Bank 09/11 /02 1.730 10,000,000.00 03/10/03 Peninsula Bank of Commerce 02/19/03 1.230 15,000,000.00 08/20/03 San Jose National Bank 02/19/03 1.230 20,000,000.00 05/22/03 PALOS VERDES ESTATES Malaga Bank 09/12/02 1.710 2,000,000.00 03/13/03 Malaga Bank 10/30/02 1.580 4,000,000.00 05/13/03 Malaga Bank 10/24/02 1.720 4,000,000.00 05/13/03 Malaga Bank 12/23/02 1.280 4,000,000.00 06/25/03 Malaga Bank 02/20/03 1.220 2,000,000.00 08/22/03 PASADENA Community Bank 10/23/02 1.720 5,000,000.00 04/15/03 Community Bank 10/15/02 1.570 10,000,000.00 04/15/03 Community Bank 11/08/02 1.260 15,000,000.00 05/07/03 Community Bank 12/19/02 1.320 20,000,000.00 06/19/03 Community Bank 01/10/03 1.280 20,000,000.00 07/11/03 Wescom Credit Union 11/13/02 1.330 10,000,000.00 05/13/03 PLACERVILLE El Dorado Savings Bank 03/07/02 2.390 5,000,000.00 03/07/03 El Dorado Savings Bank 03/22/02 2.640 5,000,000.00 03/20/03 El Dorado Savings Bank 04/12/02 2.640 10,000,000.00 04/10/03 El Dorado Savings Bank 05/02/02 2.390 5,000,000.00 04/30/03 El Dorado Savings Bank 06/10/02 2.360 20,000,000.00 06/10/03 El Dorado Savings Bank 02/07/03 1.360 5,000,000.00 02/05/04 PLEASANTON Valley Community Bank 09/12/02 1.750 5,000,000.00 03/13/03 P M NA PFF Bank and Trust 12/09/02 1.330 20,000,000.00 06/11/03 22 NAME POMONA (continued) PFF Bank and Trust PORTERVILLE Bank of the Sierra RANCHO SANTA FE La Jolla Bank, FSB La Jolla Bank, FSB La Jolla Bank, FSB La Jolla Bank, FSB REDDING North Valley Bank REDWOOD CITY Provident Central Credit Union ROCKLIN Five Star Bank RICHMOND Mechanics Bank Mechanics Bank Mechanics Bank Mechanics Bank Mechanics Bank Mechanics Bank Mechanics Bank Mechanics Bank Mechanics Bank RIVERSIDE Provident Savings Bank TIME DEPOSITS DEPOSIT PAR MATURITY DATE YIELD AMOUNT ($) DATE 02/27/03 1.240 8,000,000.00 08/29/03 10/21 /02 1.730 10,000,000.00 04/23/03 09/04/02 1.660 10,000,000.00 03/06/03 11 /19/02 1.310 25,000,000.00 05/21 /03 12/05/02 1.350 10,000,000.00 06/04/03 02/05/03 1.230 25,000,000.00 08/08/03 12/11 /02 1.310 3,000,000.00 06/13/03 10/29/02 1.710 20,000,000.00 04/29/03 10/01/02 1.610 2,000,000.00 04/01/03 03/07/02 2.390 10,000,000.00 03/07/03 04/05/02 2.710 10,000,000.00 04/01/03 04/25/02 2.440 10,000,000.00 04/23/03 06/12/02 2.340 10,000,000.00 06/12/03 07/11/02 2.110 10,000,000.00 07/09/03 08/13/02 1.710 10,000,000.00 08/08/03 09/12/02 1.800 10,000,000.00 09/12/03 10/ 15/02 1.580 10, 000, 000.00 10/ 15/03 11 /07/02 1.510 10,000,000.00 11 /07/03 09/27/02 1.630 25,000,000.00 03/27/03 23 NAME SACRAMENTO TIME DEPOSITS DEPOSIT PAR MATURITY DATE YIELD AMOUNT ($) DATE American River Bank 09/25/02 1.680 2,000,000.00 03/27/03 American River Bank 10/11 /02 1.560 1,500,000.00 04/09/03 American River Bank 12/23/02 1.280 1,000,000.00 06/25/03 American River Bank 01 /10/03 1.260 1,000,000.00 07/11 /03 American River Bank 01 /14/03 1.270 1,500,000.00 07/31 /03 American River Bank 02/26/03 1.220 2,000,000.00 08/29/03 Bank of Sacramento 09/20/02 1.720 2,000,000.00 03/19/03 Bank of Sacramento 11 /25/02 1.330 2,000,000.00 05/29/03 Bank of Sacramento 02/11/03 1.240 1,500,000.00 08/13/03 Merchants National Bank 10/17/02 1.660 2,000,000.00 04/15/03 Merchants National Bank 01/22/03 1.230 2,000,000.00 07/24/03 River City Bank 10/01/02 1.630 4,000,000.00 04/02/03 River City Bank 01 /08103 1.320 2,000,000.00 07/10/03 River City Bank 01 /27/03 1.240 3,000,000.00 07/31 /03 River City Bank 02/25/03 1.230 2,000,000.00 08/28/03 U.S. Bank 01/08/03 1.310 100,000,000.00 07/10/03 U.S. Bank 01/31/03 1.230 25,000,000.00 08/06/03 U.S. Bank 02/06/03 1.230 50,000,000.00 08/13/03 U.S. Bank 02/19/03 1.230 25,000,000.00 08/21/03 U.S. Bank 02/19/03 1.230 25,000,000.00 08/21/03 Union Bank of California 12/18/02 1.270 4,000,000.00 03/20/03 Union Bank of California 12/18/02 1.270 46,000,000.00 03/20/03 Union Bank of California 12/16/02 1.250 100,000,000.00 03/20/03 Union Bank of California 01 /17/03 1.240 150,000,000.00 04/18/03 Union Bank of California 02/06/03 1.210 150,000,000.00 05/07/03 SALINAS Community Bank of Central Cal 12/30/02 1.230 10,000,000.00 04/03/03 Community Bank of Central Cal 01 /14/03 1.240 8,000,000.00 04/16/03 SAN BERNARDINO Business Bank of California 09/16/02 1.730 12,000,000.00 03/18/03 Business Bank of California 11/06/02 1.480 10,000,000.00 05/06/03 Business Bank of California 01/14/03 1.300 8,000,000.00 07/16/03 SAN DIEGO First Future Credit Union 11/25/02 1.330 5,000,000.00 05/29/03 First Future Credit Union 12/05/02 1.360 10,000,000.00 06/04/03 First Future Credit Union 12/18/02 1.320 3,000,000.00 06/16/03 24 NAME SAN DIEGO (continued) TIME DEPOSITS DEPOSIT PAR MATURITY DATE YIELD AMOUNT ($) DATE First Future Credit Union 02/27/03 1.240 5,000,000.00 08/29/03 First United Bank 01/17/03 1.290 2,000,000.00 07/18/03 First United Bank 02/14/03 1.250 1,000,000.00 08/15/03 Neighborhood National Bank 02/21/03 1.240 2,000,000.00 08/22/03 SAN FRANCISCO American California Bank 01/08/03 1.280 2,000,000.00 04/08/03 American California Bank 01/08/03 1.330 2,000,000.00 07/08/03 Bank of Canton California 03/08/02 2.390 20,000,000.00 03/07/03 Bank of Canton California 10/10/02 1.580 40,000,000.00 04/08/03 Bank of Canton California 08/30/02 1.920 20,000,000.00 08/28/03 Bank of the West 09/20/02 1.690 82,000,000.00 03/19/03 Bank of the West 12/30/02 1.250 134,000,000.00 04/04/03 Bank of the West 01/23/03 1.230 25,000,000.00 07/30/03 Bank of the West 01/16/03 1.290 75,000,000.00 07/30/03 Bank of the West 01/22/03 1.250 76,500,000.00 07/30/03 Bank of the West 02/20/03 1.240 242,000,000.00 08/22/03 California Federal Bank 10/16/02 1.590 100,000,000.00 04/14/03 Citibank (West) FSB 12/30/02 1.230 50,000,000.00 04/04/03 Citibank (West) FSB 02/19/03 1.220 100,000,000.00 05/22/03 Oceanic Bank 09/12/02 1.800 4,000,000.00 09/12/03 Trans Pacific National Bank 09/19/02 1.730 1,000,000.00 03/25/03 Trans Pacific National Bank 12/23/02 1.300 1,000,000.00 06/25/03 Trans Pacific National Bank 02/05/03 1.240 1,000,000.00 08/07/03 United Commercial Bank 09/10/02 1.710 30,000,000.00 03/21 /03 United Commercial Bank 09/10/02 1.710 35,000,000.00 03/21/03 United Commercial Bank 12/03/02 1.320 25,000,000.00 06/04/03 United Commercial Bank 12/30/02 1.310 25,000,000.00 07/01/03 United Commercial Bank 01/10/03 1.280 30,000,000.00 07/11/03 United Commercial Bank 01/15/03 1.280 20,000,000.00 07/16/03 United Commercial Bank 01/27/03 1.230 40,000,000.00 07/31/03 United Commercial Bank 02/28/03 1.240 30,000,000.00 09/04/03 SANJOSE Comerica Bank of California 12/04/02 1.310 63,000,000.00 03/04/03 Comerica Bank of California 01/13/03 1.270 71,000,000.00 04/16/03 Comerica Bank of California 02/03/03 1.240 183,000,000.00 05/08/03 Heritage Bank of Commerce 02/14/03 1.240 2,000,000.00 08/15/03 Meriwest Credit Union 10/18/02 1.710 5,000,000.00 04/16/03 Meriwest Credit Union 11/07/02 1.460 5,000,000.00 05/06/03 25 NAME SAN JOSE (continued) Meriwest Credit Union Meriwest Credit Union San Jose National Bank Santa Clara Co. Fed. C.U. Santa Clara Co. Fed. C.U. SAN LUIS OBISPO First Bank Of San Luis Obispo First Bank Of San Luis Obispo First Bank Of San Luis Obispo Mission Community Bank Mission Community Bank Mission Community Bank San Luis Trust Bank SAN MARINO East West Federal Bank East West Federal Bank East West Federal Bank East West Federal Bank SAN RAFAEL Westamerica Bank Westamerica Bank Westamerica Bank Westamerica Bank SANTA MARIA Hacienda Bank SANTA ROSA National Bank of the Redwoods National Bank of the Redwoods SONORA Central California Bank TIME DEPOSITS DEPOSIT PAR MATURITY DATE YIELD AMOUNT ($) DATE 12/17/02 1.330 5,000,000.00 06/19/03 02/25/03 1.250 5,000,000.00 08/28/03 01/28/03 1.210 20,000,000.00 04/30/03 11/05/02 1.470 5,000,000.00 05/07/03 02/05/03 1.240 10,000,000.00 08/08/03 09/10/02 1.750 7,000,000.00 03/11 /03 09/24/02 1.690 5,000,000.00 03/26/03 02/11/03 1.210 6,000,000.00 05/14/03 09/05/02 1.650 1,000,000.00 03/04/03 10/10/02 1.600 2,500,000.00 04/08/03 12/10/02 1.310 1,000,000.00 06/12/03 01 /21 /03 1.260 1,000,000.00 07/23/03 09/10/02 1.700 35,000,000.00 03/11 /03 05/15/02 2.370 38,000,000.00 05/15/03 01/09/03 1.300 42,000,000.00 07/11/03 02/07/03 1.230 35,000,000.00 08/08/03 04/09/02 2.570 35,000,000.00 04/10/03 01/16/03 1.220 25,000,000.00 04/17/03 01/21/03 1.200 50,000,000.00 04/24/03 01/28/03 1.180 10,000,000.00 04/30/03 09/09/02 01 /22/03 02/11 /03 12/23/02 26 1.670 1,000,000.00 03/10/03 1.230 10,000,000.00 07/24/03 1.210 5,000,000.00 08/13/03 1.270 5,000,000.00 03/26/03 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT ($) DATE STOCKTON Pacific State Bank 10/11 /02 1.590 1,000,000.00 04/09/03 Pacific State Bank 01/07/03 1.300 1,000,000.00 07/10/03 Union Safe Deposit Bank 09/04/02 1.680 15,000,000.00 03/06/03 Union Safe Deposit Bank 10/10/02 1.610 10,000,000.00 04/15/03 Union Safe Deposit Bank 11/04/02 1.460 5,000,000.00 05/07/03 Union Safe Deposit Bank 11/07/02 1.460 10,000,000.00 05/07/03 Union Safe Deposit Bank 12/11/02 1.320 10,000,000.00 06/13/03 Union Safe Deposit Bank 01 /23/03 1.260 15,000,000.00 07/25/03 Union Safe Deposit Bank 02/14/03 1.250 15,000,000.00 08/15/03 Washington Mutual Bank 12/16/02 1.310 45,000,000.00 06/18/03 Washington Mutual Bank 01/22/03 1.250 75,000,000.00 07/24/03 Washington Mutual Bank 02/19/03 1.230 60,000,000.00 08/21/03 TORRANCE China Trust Bank (USA) 12/11/02 1.270 35,000,000.00 03/14/03 China Trust Bank (USA) 01/22/03 1.230 30,000,000.00 04/24/03 China Trust Bank (USA) 02/13/03 1.220 20,000,000.00 05/15/03 TRACY Service 1st Bank 09/24/02 1.680 2,000,000.00 03/20/03 Service 1 st Bank 09/17/02 1.750 2,000,000.00 03/20/03 TUSTIN Sunwest Bank 12/09/02 1.280 1,000,000.00 03/13/03 Sunwest Bank 01/13/03 1.260 6,000,000.00 04/16/03 Sunwest Bank 02/07/03 1.230 7,800,000.00 05/14/03 VACAVILLE Travis Credit Union 02/25/03 1.240 40,000,000.00 05/30/03 WATSONVILLE Monterey Bay Bank 09/06/02 1.650 6,000,000.00 03/04/03 Monterey Bay Bank 09/19/02 1.730 8,000,000.00 03/25/03 Monterey Bay Bank 10/10/02 1.600 3,000,000.00 04/10/03 Monterey Bay Bank 12/16/02 1.310 3,000,000.00 06/18/03 Monterey Bay Bank 01/14/03 1.290 8,000,000.00 07/16/03 27 NAME WHITTIER TIME DEPOSITS DEPOSIT DATE Quaker City Bank 10/04/02 Quaker City Bank 12/03/02 Quaker City Bank 01 /14/03 TOTAL TIME DEPOSITS FEBRUARY 2003 28 PAR MATURITY YIELD AMOUNT ($) DATE 1.610 16,000,000.00 04/02/03 1.300 25,000,000.00 06/04/03 1.270 24,000,000.00 07/16/03 5,469,095,000.00 BANK DEMAND DEPOSITS FEBRUARY 2003 ($ in thousands) DAILY BALANCES DAY OF BALANCES WARRANTS MONTH PER BANKS OUTSTANDING 1 $ 1,334,156 $ 6,051,415 2 1,334,156 6,051,415 3 1,319,526 5,391,727 4 718,932 5,346,372 5 774,493 5,291,746 6 695,841 5,158,487 7 926,056 5,670,207 8 926,056 5,670,207 9 926,056 5,670,207 10 934,657 5,370,668 11 1,181,140 5,115,350 12 1,339,684 5,115,350 13 1,081,236 4,376,162 14 1,266,719 4,740,633 15 1,266,719 4,740,633 16 1,266,719 4,744,984 17 1,266,719 4,744,984 18 1,562,420 5,694,858 19 1,187,200 5,664,096 20 1,234,305 5,460,039 21 1,443, 348 5,710,155 22 1,443,348 5,710,155 23 1,443,348 5,710,155 24 1,213,996 5,300,527 25 19068,627 5,756,113 26 926,206 5,641,198 27 718,055 5,544,103 28 527,621 5,421,114 AVERAGE DOLLAR DAYS $ 1,118,834 a/ a� The prescribed bank balance for February was $1,208,612. This consisted of $949,857 in compensating balances for services, balances for uncollected funds of $267,593 and a deduction of $8,838 for February delayed deposit credit. DESIGNATION BY POOLED MONEY INVESTMENT BOARD OF TREASURY POOLED MONEY INVESTMENTS AND DEPOSITS No. 1644 In accordance with sections 16480 through 16480.8 of the Government Code, the Pooled Money Investment Board, at its meeting on February 19, 2003, has determined and designated the amount of money available for deposit and investment under said sections. In accordance with sections 16480.1 and 16480.2 of the Government Code, it is the intent that the money available for deposit or investment be deposited in bank accounts and savings and loan associations or invested in securities in such a manner so as to realize the maximum return consistent with safe and prudent treasury management, and the Board does hereby designate the amount of money available for deposit in bank accounts, savings and loan associ- actions, and for investment in securities and the type of such deposits and investments as follows: 1. In accordance with law, for deposit in demand bank accounts as Compensating Balance for Services $ 949,857,000 The active noninterest-bearing bank accounts designation constitutes a calendar month average balance. For purposes of computing the compensating balances, the Treasurer shall exclude from the daily balances any amounts contained therein as a result of nondelivery of securities purchased for "cash" for the Pooled Money Investment Account and shall adjust for any deposits not credited by the bank as of the date of deposit. The balances in such accounts may fall below the above amount provided that the balances computed by dividing the sum of daily balances of that calendar month by the number of days in the calendar month reasonably approximates that amount. The balances may exceed this amount during heavy collection periods or in anticipation of large impending warrant presentations to the Treasury, but the balances are to be maintained in such a manner as to realize the maximum return consistent with safe and prudent treasury management. 2. In accordance with law, for investment in securities authorized by section 16430, Government Code, or in term interest - bearing deposits in banks and savings and loan associations as follows: From To Transactions ( 1) 2/17/2003 2/21/2003 $ 289,300,000 (2) 2/24/2003 2/28/2003 $ (2,512,000,000) (3) 3/3/2003 3/7/2003 $ (354,200,000) (4) 3/10/2003 3/14/2003 $ (929,100,000) (5) 3/17/2003 3/21/2003 $ 1,206,200,000 (6) 3/24/2003 3/28/2003 $ (1,246,700,000) (7) 3/31/2003 4/4/2003 $ (478,800,000) (8) 4/7/2003 4/11/2003 $ (518,600,000) (9) 4/14/2003 4/18/2003 $ 2,427,100,000 Time Deposits in Various Financial Institutions In Securities (sections 16503a Estimated (section 16430)* and 16602)* Total $ 51,301,205,000 $ 5,464,095,000 $ 56,765,300,000 $ 48,789,205,000 $ 5,464,095,000 $ 54,253,300,000 $ 48,435,005,000 $ 5,464,095,000 $ 53,899,100,000 $ 47,505,905,000 $ 5,464,095,000 $ 52,970,000,000 $ 48,712,105,000 $ 5,464,095,000 $ 54,176,200,000 $ 47,465,405,000 $ 5,464,095,000 $ 52,929,500,000 $ 46,986,605,000 $ 5,464,095,000 $ 52,450,700,000 $ 46,468,005,000 $ 5,464,095,000 $ 51,932,100,000 $ 48,895,105,000 $ 5,464,095,000 $ 54,359,200,000 From any of the amounts specifically designated above, not more than 30 percent in the aggregate may be invested in prime commercial paper under section 16430(e), Government Code. Additional amounts available in treasury trust account and in the Treasury from time to time, in excess of the amounts and for the same types of investments as specifically designated above. Provided, that the availability of the amounts shown under paragraph 2 is subject to reduction in the amount by which the bank accounts under paragraph 1 would otherwise be reduced below the calendar month average balance of $ 949,857,000. POOLED MONEY INVESTMENT BOARD: Signature on file at STO & SCO Chairperson Member Dated: February 19, 2003 * Government Code 30 Member INVESTMENT ADVISORY BOARD Meeting Date: TITLE: May 14, 2003 Correspondence & Written Material Item C GASB 40 - New Rules Regarding Investment Disclosures In the notes to the Financial Statements. BACKGROUND: GASB has recently released Statement No. 40 which involves new rules regarding investment disclosures. RECOMMENDATION: Receive & File , finance uirector v w lk...r 2 W k4 00 N n-mr. 12 O W�� m n cd P--4,A �J rA a� •� 03 b�A � b�A b�A cd 4-j T I O z 0 cd • • '97 O A .4 C4 w 0u 0 . 0 I� . rME4 tD r 4� AR EMI m rwo r Cd Kt • F . O . 11 W I lkl. -. 12 1- . 13 cn 0 • • 14 d a) to 03 a� ti U 03 Q � N cd 0 romo 0 TMmq cd 'C O •� N � � W 0 0 15 4 IF Statement No. 40 of the Governmental Accounting Standards Board Deposit and Investment Risk Disclosures an amendment of GASB Statement No. 3 March 2003 INTRODUCTION 1. State and local governments have deposits and investments that are subject to various risks. The GASB previously addressed certain deposit and invest- ment risk disclosures in Statement No. 3, Deposits with Financial Institutions, Investments (including Repurchase Agreements), and Reverse Repurchase Agreements, and to a limited extent in Statements No. 28, Accounting and Financial Reporting for Securities Lending Transactions, and No. 31, Account- ing and Financial Reporting for Certain Investments and for External Investment Pools. Risk disclosures in Statement 3 focused on credit risk' including custodial credit risk. The objective of this Statement is to update the custodial credit risk disclosure requirements of Statement 3 and to establish more com- prehensive disclosure requirements addressing other common risks of the deposits and investments of state and local governments. STANDARDS OF GOVERNMENTAL ACCOUNTING AND FINANCIAL REPORTING Scope and Applicability of This Statement 2. This Statement establishes and modifies disclosure requirements related to investment risks: credit risk (including custodial credit risk and concentrations of credit risk), interest rate risk, and foreign currency risk. This Statement also establishes and modifies disclosure requirements for deposit risks: custo- dial credit risk and foreign currency risk. This Statement applies to all state and local governments. 'Terms that are defined in the Glossary are shown in boldface type the first time they appear in this Statement. %V �� 16 U 3. This Statement supersedes the level of note disclosure detail requirements in paragraph 64 of Statement 3. It also rescinds paragraphs 70, 71, 73, and 74 of Statement 3 and amends glossary paragraph 116 of that Statement. It also supersedes the custodial credit risk disclosure requirements in paragraphs 67 through 69 of Statement 3 and paragraph 16 of Statement 28. In addition, it supersedes paragraphs 32d and 41 c of Statement No. 25, Financial Reporting. for Defined Benefit Pension Plans and Note Disclosures for Defined Contribu- tion Plans. General Disclosure Principles 4. Unless otherwise required, investment disclosures should be organized by investment type, such as U.S. Treasuries, corporate bonds, or commercial paper. Dissimilar investments, such as U.S. Treasury bills and U.S. Treasury strips, should not be aggregated into a single investment type. Level of Detail 5. Paragraph 64 of Statement 3 is superseded by the following: . The disclosures required by this Statement generally should be made for the primary government, including its blended component units. Risk disclosures should also be made for governmental and business -type activities, individual major funds, nonmajor funds in the aggregate, or fiduciary fund types when the risk exposures are significantly greater than the deposit and investment risks of the primary government. For example, a primary government's total investments may not be exposed to con- centration risk. However, if the government's capital projects fund has all of its investments in one issuer of corporate bonds, disclosure should be made for the capital projects fund's exposure to a concentration of credit risk. Deposit and Investment Policies 6. Governments should briefly describe their deposit or investment policies that are related to the risks this Statement requires to be disclosed. For example, if a government has an exposure to a concentration of credit risk, an investment policy disclosure regarding concentration of credit risk is required. Likewise, if a government has an investment denominated in a foreign currency, an invest- ment policy disclosure regarding foreign investments is required. If a govern- ment has no deposit or investment policy that addresses a specific type of risk that it is exposed to, the disclosure should indicate that fact. Disclosures for Specific Risks Credit Risk 7. Governments should provide information about the credit risk associated with their investments by disclosing the credit quality ratings of investments in debt securities as described by nationally recognized statistical rating organizations —rating agencies —as of the date of their financial statements (for example, by aggregating the amount of investments by rating categories). Unless there is information to the contrary, obligations of the U.S. government or obligations explicitly guaranteed by the U.S. government are not considered to have credit risk and do not require disclosure of credit quality. Governments should disclose the credit quality ratings of external investment pools, money market funds, bond mutual funds, and other pooled investments of fixed -income securities in which they invest. If a credit quality disclosure Is required and the investment is unrated, the disclosure should indicate that fact. Additional Amendments to Statement 3 8. Paragraph 67 of Statement 3, with its related heading, is superseded by the following: Custodial Credit Risk Deposits are exposed to custodial credit risk if they are not covered by depository insurance and the deposits are: a. Uncollateralized, b. Collateralized with securities held by the pledging financial institution, or c. Collateralized with securities held by the pledging financial institution's trust department or agent but not in the depositor -governments name. If a government has deposits at the end of the'period that are exposed to custodial credit risk, it should disclose the amount of those bank balances, the fact that the balances are uninsured, and whether the balances are exposed on the basis of either a, b, or c above. r+1 9. Paragraphs 68 and 69 and their related footnotes are superseded by the following: Investment securities are exposed to custodial credit risk if the securities are uninsured, are not registered in the name of the government, and are held by either: a. The counterparty or b. The counterparty's trust department or agent but not in the govern- ment's name. If a government has investment securities at the end of the period that are exposed to custodial credit risk, it should disclose the investments' type, the reported amount, and how the in are held. Investments in external investment pools and in open-end mutual funds are not exposed to custodial credit risk because their existence is not evidenced by securities that exist in physical or book entry form. Securities underlying reverse repurchase agreements are not exposed to custodial credit risk because they are held by the buyer -lender. The term securities as used in this paragraph includes securities underlying repurchase agreements and investment securities. Amendment to Statement 28 10. Paragraph 16 of Statement 28 is superseded by the following: Disclosures required by paragraph 9 of Statement No. 40, Deposit and Investment Risk Disclosures, should be made for securities lending col- lateral that is reported in the statement of net assets and for the under- lying securities, as discussed in this paragraph. Therefore, the reported amounts of these investments should be disclosed by type 3f investment and amount, as required by paragraph 4 of Statement 40. a. Collateral that is reported in the statement of net assets should follow the custodial credit risk disclosure requirements of paragraph 9 of Statement 40, unless it has been invested in a securities lending collateral investment pool or another type of investment that is not exposed to custodial credit, risk, as provided in that same paragraph. b. Underlying securities are not subject to custodial credit risk disclosure requirements if the collateral for those loans is reported in the state- ment of net assets. ,..; 19 4 c. Underlying securities should follow the custodial credit risk disclosure requirements of paragraph 9 of Statement 40 if the collateral for those loans is not reported in the statement of net assets. This disclosure should be based on the type of collateral and the custodial arrange- ments for the collateral securities. For the purposes of this Statement, the statement of net assets also refers to the balance sheet. 13Cash collateral in deposit accounts with financial institutions is subject to the provisions of paragraph 8 of Statement 40. Concentration of Credit Risk 11. Governments should provide information about the concentration of credit risk associated with their investments by disclosing, by amount and issuer, investments in any one issuer that represent 5 percent or more of total invest- ments based on the level of detail prescribed in paragraph 5. Investments issued or explicitly guaranteed by the U.S. government and investments in mutual funds, external investment pools, and other pooled investments are excluded from this requirement. 12. Paragraph 32d of Statement 25 is superseded by the following: d. Concentration of credit risk —Identification, by amount and issuer, of investments in any one issuer that represent 5 percent or more of plan net assets. Investments issued or explicitly guaranteed by the U.S. government and investments in mutual funds, external invest- ment pools, and other pooled investments are excluded from this requirement. 13. Paragraph 41 c of Statement 25 is superseded by the following: c. Concentration of credit risk —Identification, by amount and issuer, of investments in any one issuer that represent 5 percent or more of plan net assets. Investments issued or explicitly guaranteed by the U.S. government and investments in mutual funds, external invest- ment pools, and . other pooled investments are excluded from this requirement. i 2 0 5 Interest Rate Risk 14. Governments should disclose information about the interest rate risk of their debt investments by using a disclosure method described in paragraph 15. Governments also should disclose the terms of investments with fair values that are highly sensitive to changes in interest rates. 15. Interest rate risk information should be organized by investment type and amount using one of the following methods: a. Segmented time distribution b. Specific identification c. Weighted average maturity d. Duration e. Simulation model. Governments are encouraged to select the disclosure method that is most consistent with the method they use to identify and manage interest rate risk. If a method requires an assumption regarding timing of cash flows (for example, whether an investment is or is not assumed to be called), interest rate changes, or other factors that affect interest rate risk information, that assumption should be disclosed. Governments with investments in mutual funds, external invest- ment pools, or other pooled investments that do not meet the definition of a 20-like pool should disclose interest rate risk information according to one of the methods above. 16. The terms of a debt investment may cause its fair value to be highly sensitive to interest rate changes. To the extent investment terms are not considered in the interest rate risk disclosure requirements of paragraph 159 the terms and fair value of that investment should be disclosed. Terms include such information as coupon multipliers, benchmark indexes, reset dates, and em- bedded options. Disclosure information for similar investments may be aggre- gated. Examples of highly sensitive investments and required disclosures are as follows: a. A variable -rate investment's coupon amount enhances or amplifies the effects of interest rate changes by greater than a one-to-one basis, such as 1.25 times the three-month London Interbank Offered Rate (LIBOR). The multiplier makes this investment's fair value highly sensitive to interest rate changes. This investment's fair value, its coupon's multiplier and benchmark 0 index (1.25 ti mes three-month LIBOR), and the frequency of the coupon's reset date should be disclosed. b. A variable -rate investments Coupon amount varies inversely with a bench- mark index, such as 4 percent minus the three-month LIBOR with a floor of percent. ercent. This investments fair value, its coupon's multiplier and benchmark index (4 percent minus the three-month LIBOR with a floor of 1 percent), and the frequency of the coupon's reset dates should be disclosed. ifi- c. An asset -backed investment has repayments that are expected to sign cantly vary with interest rate changes. The variance may present itself in terms of variable repayment amounts, uncertain early or extended repay- ments, or in some cases, the possibility of no repayments. Interest -only and residual tranches of collateralized mortgage obligations are specific ex- amples of such investments. This investment's fair value, the nature of its underlying assets, and the existence of the repayment option should be disclosed. Foreign Currency Risk 17. If a government's deposits or investments are exposed to foreign currency risk, the government should disclose the U.S. dollar balances of such deposits or investments, organized by currency denomination and, if applicable, invest- ment type. EFFECTIVE DATE 18. The requirements of this Statement are effective for financial statements for periods beginning after June 15, 2004. Earlier application is encouraged. The provisions of this Statement need not be applied to immaterial items. 7 1 This Statement was issued by unanimous vote of the seven members of the Governmental Accounting Standards Board., Tom L. Allen, Chairman Cynthia B. Green William W. Holder Edward J. Mazur Paul R. Reilly Richard C. Tracy James M. Williams GLOSSARY 19. * This paragraph contains definitions of certain terms as they are used in this Statement; the terms may have different meanings in other contexts. Concentration of credit risk The risk of loss attributed to the magnitude of a government's investment in a single issuer. Counterparty The party that pledges collateral or repurchase agreement securities to the government or that sells investments to or buys them for the government. Credit risk The risk that an issuer or other counterparty to an investment will not fulfill its obligations. Custodial credit risk The custodial credit risk for deposits is the risk that, in the event of the failure of a depository financial institution, a government will not be able to recover deposits or will not be able to recover collateral securities that are in the possession of an outside party. The custodial credit risk for invest- ments is the risk that, in the event of the failure of the counterparty to a transaction, a government will not be able to recover the value of invest- ment or collateral securities that are in the possession of an outside party. Depository insurance Depository insurance includes: a. Federal depository insurance funds, such as those maintained by the Federal Deposit Insurance Corporation. b. State depository insurance funds. V c. Multiple financial institution collateral pools that insure public deposits. In such a pool, a group of financial institutions holding public funds pledge collateral to a common pool. 9 4 Duration A measure of a debt investments exposure to fair value changes arising from changing interest rates. It uses the present value of cash flows, g wei hted for those cash flows as a percentage of the investment s full price. Embedded option A provision or term in a financial instrument that allows one party, to change the timing or amount of one or more cash flows associated with that instrument. Examples include prepayment options on asset -backed securities. Federal Deposit Insurance Corporation nt that insures deposits in A corporation created by the federal governme banks and savings associations. Foreign currency risk The risk that changes in exchange rates will adversely affect the fair value of an investment or a deposit. Interest rate risk The risk that changes in interest rates will adversely affect the fair value of an investment. Issuer An issuer is the entity that has the authority to distribute a security or other investment. A bond issuer is the entity that is legally obligated to make PP principal and interest payments to bond holders. In the case of mutual funds, external investment pools, and other pooled investments, issuer refers to the entity invested in, not the investment company manager or pool sponsor. Reset date The time, frequently quarterly or semiannually, that a bond's variable coupon is repriced to reflect changes in a benchmark index. Segmented time distributions Segmented time distributions group investment cash flows into sequential time periods in tabular form. Simulation models Simulation models estimate changes in an investment's or a portfolio's fair value, given hypothetical changes in interest rates. Various models or techniques may be used, such as "shock tests" or value -at -risk. Specific identification In the context of interest rate risk disclosures, the specific identification method does not compute a disclosure measure but presents a list of each investment, its amount, its maturity date, and any call options. Uncollateralized deposit An uncollateralized deposit does not have securities pledged to the depositor -government. Variable -rate investment An investment with terms that provide for the adjustment of its interest rate on set dates (such as the last day of a month or calendar quarter) and that, upon each adjustment until the final maturity of the instrument or the period remaining until the principal amount can be recovered through demand, can reasonably be expected to have a fair value that will be unaffected by interest rate changes. Weighted average maturity A weighted average maturity measure expresses horizons —the time when investments become du years or months, weighted to reflect the dollar investments within an investment type. IU e investment time and payable —in size of individual ry 6 11 Illustration 1 Credit Risk, Custodial Credit Risk, and Interest Rate Risk —Segmented Time Distribution and Callable Bonds Assumptions As of December 31, 2004, a city had the following investments in its internal investment pool. (Amounts are in thousands.) Investment Repurchase agreements U.S. Treasury U.S. Treasury U.S. Treasury U.S. agencies U.S. agencies Commercial paper Corporate bonds Corporate bonds Corporate bonds Mutual bond fund Bankers' acceptances Total Maturities January 2005 July 2005 January —July 2006 July 2011 Callable July 2005, scheduled maturity July 2009 November 2011 March —September 2005 October 2006 July 2010-,July 2012 July 2016 Average maturity of the fund's portfolio: 9.5 months June 2005 Fair Value $ 15,000 62,000 42,864 15,000 15,000 8,614 50,697 10,000 20,493 5,000 74,420 1,000 tQ,-in nQQ As a means of limiting its exposure to fair value losses arising from rising interest rates, the city's investment policy limits at least half of the city's investment portfolio to maturities of less than one year. Investments with the following maturities are limited as follows: Maturity One to five years Six to ten years More than ten years Maximum Investment 35% 15% 5% 31 The city assumes that its callable investments will not be called. and State law limits investments in commercial paper, corporate bonds, mutual bond funds to the top two ratings issued by nationally recognizes statistical rating organizations (NRSROs). It is the city's policy to limit investments in these investment types to the top rating issued by NRSROs. All investments met these requirements. The city's investments in U.S. agencies all carry the explicit guarantee of the U.S. government. Of the city's investments in repurchase agreements, underlying securities of $2 million are held by the investment's counterparty, not in the name of the city. The city's investment policy limits securities underlying repurchase agreements to be held by counterparties to less than $5 million. Disclosures As of December 31, 2004, the city had the following investments and maturities. (Amounts are in thousands.) Investment Maturities (in Years) Fair Less . More Investment Type Value Than 1 1-5 6-10 Than 10 Repurchase agreements $ 159000 $ 15,000 — — U.S. Treasuries 119,864 62,000 $42,864 $15,000 U.S. agencies 231614 — 159000* 89614 — Commercial paper 50,697 50,697 10,0 00 20,493 $5,000 Corporate bonds 35,493 — Mutual bond fund 749420 749420 — Bankers' acceptances 1,000 $3209088 $2029117 1 000 $68,864 — —' $449107 $5,000 Total 'These bonds mature July 2009, but are callable July 2005. Interest Rate Risk. As a means of limiting its exposure to fair value losses . arising from rising interest rates, the city's investment policy limits at least ha of the city's investment portfolio to maturities of less than one year. Investment maturities are limited as follows: Maturity Maximum Investment One to five years 35% Six to ten years 15%. More than ten years 5% 41,1$ Because the mutual bond fund as of December 31, 2004, had a weighted average maturity of 9.5 months, it was presented as an investment with a maturity of less than one year. Credit Risk. State law limits investments in commercial paper and corporate bonds to the top two ratings issued by nationally recognized statistical rating organizations (NRSROs). It is the city's policy to limit its investments in these investment types to the top rating issued by NRSROs. As of December 319 2004, the city's investments in commercial paper were rated Al by Standard & Poor's, F-1 by Fitch Ratings, and P-1 by Moody's Investors Service. The city's investments in corporate bonds were rated AAA by Standard & Poor's and Fitch Ratings, and Aaa by Moody's Investors Service. The city's mutual bond fund investments were rated AAAf by Standard & Poor's and Aaa by Moody's Investors Service. Custodial Credit Risk. For an investment, custodial credit risk is the risk that, in the event of the failure of the counterparty, the city will not be able to recover of the value of its investments or collateral securities that are in the possession an outside party. Of the city's $15 million investment in repurchase agreements, $2 million of underlying securities are held by the investments counterparty, not in the name of the city. The city's investment policy limits holding of securities by counterparties to no more than $5 million. (N 9 4 33 3 Illustration 2 Credit Risk, Concentration of Credit Risk, and Interest Rate Risk —Specific Identification, No Investment Policy Assumptions A school district has few investments and chooses to disclose its investments by specifically identifying each. Except for its investments in LEF Corporation bonds reported in the Capital Projects Fund, the districts investments are internal) pooled. The district has not adopted a formal investment policy. As of internally December 319 2004, the district's investments were as follows. Investment Maturities Fair Value State investment pool 6.5 months average $1,506,980 452,980 U.S. Treasury bills Federal National Mortgage Association 1 /31 /2005 3/31/2005 282,230 ABC Corporation commercial paper 1 /31 /2005 350,000 50900.0 LEF Corporation bonds 3/31 /2009* $2,6429190 Total *March 1, 2006 is the bond's call date. State law limits investments in commercial paper and corporate bonds to the top two ratings issued by nationally recognized statistical rating organizations. The district has no investment policy that would further limit its investment choices. As of December 31, 2004, the district's investment in the state invest- ment pool was rated AAAm by Standard & Poor's and Aaa by Moody s Investors Service. The district's investment in ABC Corporation commercial paper was rated F-1 by Fitch Ratings, Al by Standard & Poor's, and P-1 by Moody Investors Service. The district's investments in Federal National Mortgage s Association and LEF Corporation bonds were rated Aaa by Moody s Investor Service and AAA by Standard & Poor's and Fitch Ratings. 30 ( ) Disclosures As of December 31, 2004, the district had the following investments. Except for the investment in LEF Corporation bonds, all investments are in an internal investment pool. Investment Maturities Fair Value State investment pool 6.5 months average $1,506,980 U.S. Treasury bills 1/31/2005 452,980 Federal National Mortgage Association 3/31 /2005 282,230 ABC Corporation commercial paper 1 /31 /2005 3509000 LEF Corporation bonds 3/31/2009* 50,000 Total $2,642,190 *March 1, 2006 is the bond's call date. Interest Rate Risk. The district does not have a formal investment policy that limits investment maturities as a means of managing its exposure to fair value losses arising from increasing interest rates. Credit Risk. State law limits investments in commercial paper, corporate bonds, and mutual bond funds to the top two ratings issued by nationally recognized statistical rating organizations. The district has no investment policy that would further limit its investment choices. As of December-31, 2004, the district's investment in the state investment pool was rated AAAm by Standard & Poor's and Aaa by Moody's Investors Service. The district's investment in ABC Corporation commercial paper was rated F-1 by Fitch Ratings, Al by Standard & Poor's, and P-1 by Moody's Investors Service. The district's invest- ments in Federal National Mortgage Association and LEF Corporation bonds were rated Aaa by Moody's Investors Service and AAA by Standard & Poor's and Fitch Ratings. Concentration of Credit Risk. The district places no limit on the amount the district may invest in any one issuer. More than 5 percent of the district's investments are in ABC commercial paper and the Federal National Mortgage Association. These investments are 13.25% and 10.68%, respectively, of the district's total investments. All of the investments reported in the district's Capital Projects Fund are LEF Corporation bonds. 31 35 4 Illustration 3 Credit Risk; Interest Rate Risk —Weighted Average Maturity. and Variable -Rate Coupons The weighted average maturity (WAM) method expresses investment time horizons the time when investments become due and payable —in years or months, weighted to reflect the dollar size of individual invest- ments within an investment type. In this illustration, WAMs are computed for each investment type. The portfolio's WAM is derived by dollar - weighting the WAM for each investment type. Assumptions As of December 31, 2004, a city had the following investments in its internal investment pool: Investment Fair_ Value Repurchase agreements $215,000 U.S. Treasuries 1191864 U.S. agencies 239614 Commercial paper 559493 Corporate bonds 1609500 Total $5741471 The city manages its investment time horizons by averaging investment maturities and chooses to present its exposure to interest rate changes using the weighted average maturity method. In accordance with its investment policy, the city manages its interest rate risk by limiting the weighted average maturity of its investment portfolio to less than ten months. An illustrative calculation of weighted average maturity for its corporate bond investments is as follows. Bond D carries a variable coupon that resets every quarter. Although the bond has a stated maturity of December 31, 2006, the city considers its maturity for interest rate risk purposes to be the length of time to its next reset date, three months. ... 32 Time to Maturity Maturity Maturity Bond Date (Years) Amount Calculation A 6/30/2007 2.50 $ 309000 0.47* B 9/30/2008 3.75 15,000 0.35 C 12/31 /2009 5.00 15,500 0.48 D 3/31 /2005 0.25 1003000 0.16 Total $160, 500 1.46 *Calculated: 2.50 x ($30,000/$160,500). All of the city's investments in U.S. agencies carry the explicit guarantee of the U.S. government. State law limits investments in corporate debt to the top two ratings issued by nationally recognized statistical rating organizations. The city's corporate debt at December 31, 2004, is rated within the top ratings, consistent with the city's investment policy. Disclosure As of December 31, 2004, the city had the following investments: Weighted Average Investment Type Fair Value Maturity (Years) Repurchase agreements $215,000 0.02 U.S. Treasuries 119,864 0.35 U.S. agencies 23,614 0.27 Commercial paper 55,493 0.52 Corporate bonds 160,500 1.46 Total fair value $574,471 Portfolio weighted average maturity 0.55 Interest Rate Risk. In accordance with its investment policy, the city manages its exposure to declines in fair values by limiting the weighted average maturity of its investment portfolio to Less than ten months. Credit Risk. State law limits investments in corporate debt to the top two ratings issued by nationally recognized statistical rating organizations. How- ever, the city's investment policy limits its corporate debt investments to the top rating. The city's corporate bonds at December 31, 2004, are rated AAA by Fitch Ratings and Standard & Poor's, and .Aaa by Moody's Investors Service. Its investments in commercial paper are rated P-1 by Moody's Investors Service, F-1 by Fitch Ratings, and A-1 by Standard & Poor's. 37 Illustration 6 Custodial Credit Risk —Deposits Assumptions A special-purpose government had the following depository accounts. All deposits are carried at cost plus accrued interest. The government does not have a deposit policy. Bank Depository Account Balance Insured $ 200,000 Collateralized: Collateral held by city's agent in the city's name 3,015,000 Collateral held by pledging bank's trust department in the city's name 4,380,000 Collateral held by pledging bank's trust department not in the city's name 500,000 1,683,000 Uninsured and uncollateralized Total deposits $99778,000 Disclosure Custodial Credit Risk —Deposits. Custodial credit risk is the risk that in the event of a bank failure, the government's deposits may not be returned to it. The government does not have a deposit policy for custodial credit risk. As of December 31, 2004, $2,183,000 of the government's bank balance of $9,778,000 was exposed to custodial credit risk as follows: Uninsured and u ncol late ralized $1,6839000 Uninsured and collateral held by pledging bank's trust department not in the city's name 5009000 Total $2,1839000 34