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HomeMy WebLinkAbout07/15/2025 07.B. 2025 2nd Quarter Treasury Report _: `y 3ljlt ii! I!I/ it7-A • r s BUSINESS OF THE CITY COUNCIL YAKIMA, WASHINGTON AGENDA STATEMENT Item No. 7.B. For Meeting of: July 15, 2025 ITEM TITLE: 2025 2nd Quarter Treasury Report SUBMITTED BY: Craig Warner, Director of Finance and Budget* Kimberly Domine, Financial Services Manager SUMMARY EXPLANATION: The Treasury Report for the second quarter of 2025 is attached and consists of the following: • 2nd Quarter Treasurer's Report • Cash and Investments • Long Term Debt • Interfund Borrowing ITEM BUDGETED: N/A STRATEGIC PRIORITY 24-25: A Resilient Yakima RECOMMENDATION: Review only. Submitted for routine transparency and accountability purposes. ATTACHMENTS: 2025 Q2 Treasury Report.pdf 12 FINANCE Date: July 2, 2025 r, WPTA ?nl To: Mayor and City Council CERTIFIC idea ccE► OCE CITY OE YAKIMA Thru: Victoria Baker, City Manager 1024 From: Craig Warner, Director of Finance and Budget Kimberly Domine, Financial Services Manager `"'X-se4'' Re: 2025-2nd Quarter Treasury Report This report is to transparently report the City's cash position and investment activity for the quarter just ended. Each investment is in compliance with the City's Investment Policy, State Statues and City Municipal Code. The City's investment policy was reviewed and approved by City Council on March 5, 2019 and adopted by ordinance on February 1, 2022; and the policy received a Certification of Excellence from the Washington Public Treasurer's Association in February 2019 and again in April 2024. Total Cash and Investments at Quarter-end total $155.1 million: $28.3 million in depository banks, $50.8 million in the State Pool, and $76.0 million invested. The following chart shows the 5-year trend of total cash and investments month by month (showing only permanent accounts comparable year over year). City of Yakima Liquidity Accounts-Historical Trend $180,000,000 $160,000,000 _ri• _ $120,000,000 �G.� — ,- J� — - --- $80,000,000 — $60,000,000 ��._.w�f API $40,000,000 _ $20,000,000 so ili•■ll,m11 11111w ti�,.cti� :� 1' i titi ti'' ti� �ti titi titi � titi,a.titi :�' ti' ti � ti3�cti'� :�°" tip ti°' ti°' ti' ,�a yy tih tih Y� P� O� v O6 " t� Ov v' k� vol", p .4' 4,; •Portfolio(par) ❑PrimaryAcct ■Key Checking ❑USB Checking Y 13 FINANCE The City's Investment Portfolio The City's investment activities are governed by State regulations and the City of Yakima's Investment Policy. All investments are in full compliance with the City's Investment Policy, State Statues and City Municipal Code. Calls or Maturities. During last quarter, the following matured or were called at full value: • 1568 $2,000,000 US Treasury matured 4/30/2025 • 1575 $2,000,000 US Treasury matured 5/31/2025 • 1605 $1,000,000 FAMCA matured 6/09/2025 • 1571 $1,000,000 US Treasury matured 6/30/2025 Purchases: During the last quarter, the following were purchased: • 1619 $2,000,000 J Deere to mature 07/14/2028 • 1620 $2,000,000 US Treasury to mature 08/31/2028 • 1621 $1,000,000 Toyota to mature 09/11/2028 Portfolio and Benchmark Yield and Maturity: Avg. weighted yield of City investments, excluding LGIP: 3.41% LGIP State Pool 30-day yield: 4.37% Weighted average maturity of City investments, excluding LGIP: 356 days Weighted average maturity of LGIP State Pool 30-day yield: 27 days Execution of each investment transaction contemplated ongoing cash flows from city operations, debt obligations, liquid and maturing securities, and contingencies to meet the City's future cash flow requirements. The City's Investment Portfolio consists of three general tiers which coincide with the primary considerations of prudent investing: 1) The Safety portion of the Portfolio consists of funds invested in the Local Government Investment Pool (LGIP, or State Pool) managed by the State Treasurer, available same- day. This allows for seasonal fluctuations, primarily the April/October inflows of Property Tax and the outflows of debt service and capital projects. 2) The Liquidity portion of the Portfolio consist of demand deposit (checking) accounts at banks which are qualified public depositaries, protected above FDIC-insured balances through the actions of the Washington State Public Deposit Protection Commission (PDPC). 3) The Yield portion of the Portfolio consists of a diversified portfolio of Agencies, Treasuries and/or other authorized investments with staggered maturities of up to five years. Based on analysis of historical cash reserves and budgetary planning, this segment will not be subject to seasonal spending and continues to be safely invested long-term. 2 14 FINANCE Current Rates. As of June 30, 2025, the fixed income market continues to drop with the 1-year treasury earning 7 bases points less than last quarter yielding 3.96% and 4.03% respectively. The 30-day yield of the State Pool dropped from last quarter from 4.39% to 4.37% with the Weighted Average to maturity 27 days. Economic Outlook. S&P Global Ratings now expects U.S. real GDP growth of 1.7%for the year, up 0.2 percentage points from their previous expectation in May, based on the assumption of lower average effective tariffs and resilient economic data from the first five months of the year. They forecast growth of 1.6% in 2026. Strategy Notes. The City of Yakima's investments are not typically actively traded, meaning that no attempt to "buy low and sell high" or "time the market" is made. Investments purchased with the intent of providing investment income are intended to be held to maturity, relying on following a prudent course of action for income rather than predicting market direction. Actual % LGI P 50,801 ,568 40% Treasuries 33,000,000 26% Agencies 38,000,000 30% Corporates 5,000,000 4% 126,801 ,568 100% Debt Activity All debt payments were paid out as scheduled. A comprehensive city-wide debt report is attached with current balances. Interfund Borrowincis and Investments Borrowing between funds is temporary in nature, reviewed periodically by staff and Council, amended as circumstances change. Currently there are three Interfund Loans. The first loan is to help cash flow the Mill Site Project that is waiting for the receipt of grant reimbursements. It was determined that the Mill Site needed more than the original amount loaned so an increase was given with the payment schedule extended out to three years and aligned with the LIFT revenues that are received annually. The second loan is to help cash flow the Nelson Dam Project. This interfund loan is for three years with monthly payments that started January 2023 and is due to be paid in full September 2025. It was determined that the Nelson Project needed more than the original amount loaned so an increase was given with payment schedule extended out an additional two years. There was a third emergency cash loan dated May 30th to the MLK Pool to help with cash flow due to the timing of donation receipts. 3 15 City of Yakima Cash and Investment Summary June 30, 2025 Current Prior Quarter Prior Year Description 6/30/2025 3/31/2024 6/30/2024 Cash Balances on Hand in Banks 28,276,476.65 $ 22,727,613 $ 21,192,826 Local Government Investment Pool (LGIP) 50,801,568 48,249,639 58,606,106 Investment Portfolio 76,000,000 77,000,000 66,000,000 Total Investments 126,801,568 125,249,639 124,606,106 Total Cash and Investments $ 155,078,045 $ 147,977,252 $ 145,798,932 Beg Balance Purchases Interest Maturities, Calls End Balance Summary of Investment Activity 3/31/2024 & Deposits Reinvested & Withdrawals 6/30/2025 Local Government Investment Pool (LGIP) $ 48,249,639 $ 10,000,000 $ 551,929 $ (8,000,000) $ 50,801,568 Investment Portfolio 77,000,000 5,000,000 - (6,000,000) 76,000,000 Total Investments $ 125,249,639 $ 15,000,000 $ 551,929 $ (14,000,000) $ 126,801,568 Page 1 of 8 2025 Q2 TSO spreadsheet Revised 16 City of Yakima Distribution of Cash and Investments as of 6/30/2025 Depository Banks, $28,276,477 , 18% Investment Portfolio, 76,000,000 , 49% Local Government Investment Pool, $50,801,568 , 33% Page 2 of 8 17 City of Yakima Investment Portfolio-Inventory by Agency June 30, 2025 Expected Days to Call Most Agency Inv# CUSIP Face Value Price Coupon Yield Settle Maturity Maturity Market Type Moodys S&P Fitch Next Call Likely Call US T 1576 91282CAB7 2,000,000 1,843,472 0.250 2.780 4/29/22 7/31/25 31 1,993,122 NC Aaa NA AAAu NC 7/31/25 FNMA 1578 3135G05X7 2,000,000 1,844,334 0.375 2.870 5/12/22 8/25/25 56 1,987,536 NC Aaa AA+ AAA NC 8/25/25 FHLB 1604 3130B0Z44 1,000,000 1,001,445 5.125 5.000 6/21/24 9/12/25 74 1,001,216 NC Aaa AA+ NA NC 9/12/25 US T 1569 91282CAM3 1,000,000 980,735 0.250 0.740 10/1/21 9/30/25 92 989,945 NC Aaa NA AAAu NC 9/30/25 US T 1580 91282CAT8 2,000,000 1,818,516 0.250 3.273 8/24/22 10/31/25 123 1,973,594 NC Aaa NA AAAu NC 10/31/25 FFCB 1579 3133ENXQ8 2,000,000 1,992,128 2.800 2.920 6/7/2022 11/25/25 148 1,988,422 NC Aaa AA+ AA+ NC 11/25/25 UST 1581 91282CBC4 2,000,000 1,807,440 0.375 3.490 9/12/22 12/31/25 184 1,962,109 NC Aaa NA AAAu NC 12/31/25 UST 1582 9128286A3 2,000,000 1,891,374 2.625 4.450 11/9/22 1/31/26 215 1,981,734 NC Aaa NA AAAu NC 1/31/26 US T 1584 912828P46 2,000,000 1,877,584 1.625 3.750 1/18/23 2/15/26 230 1,968,469 NC Aaa NA AAAu NC 2/15/26 FHLB 1587 3130AUU36 2,000,000 1,984,286 4.125 4.400 2/22/2023 3/13/26 256 1,999,554 NC Aaa AA+ NA NC 3/13/26 FNMA 1583 3135G0K36 2,000,000 1,880,612 2.125 4.040 12/13/22 4/24/26 298 1,968,722 NC Aaa AA+ AAA NC 4/24/26 UST 1588 91282CCF6 2,000,000 1,822,350 0.750 3.800 4/19/23 5/31/26 335 1,940,891 NC Aaa NA AAAu NC 5/31/26 FHLB 1589 3130AVWS7 2,000,000 2,014,500 3.750 3.500 5/5/23 6/12/26 347 1,997,622 NC Aaa AA+ NA NC 6/12/26 FFCB 1590 3133EPPE9 2,000,000 1,975,386 4.375 4.840 8/29/23 7/6/26 371 2,010,660 NC Aaa AA+ AA+ NC 7/6/26 US T 1592 91282CHU8 2,000,000 1,987,798 4.375 4.610 11/9/23 8/15/26 411 2,008,516 NC Aaa NA AAAu NC 8/15/26 FAMCA 1591 31422X6U1 2,000,000 1,987,142 4.625 4.860 9/22/23 9/8/26 435 2,014,485 NC NA NA NA NC 9/8/26 FFCB 1593 3133EJM97 2,000,000 1,917,609 3.350 4.860 11/14/23 10/30/26 487 1,983,870 NC Aaa AA+ AA+ NC 10/30/26 FHLB 1594 3130AXU63 1,000,000 1,008,210 4.625 4.322 12/14/23 11/17/26 505 1,008,524 NC Aaa AA+ NA NC 11/17/26 FAMCA 1595 31424WCQ3 2,000,000 2,024,358 4.500 4.060 12/15/23 12/4/26 522 2,014,900 NC NA NA NA NC 12/4/26 FFCB 1596 3133EPW76 2,000,000 1,995,234 3.875 3.960 1/19/24 1/19/27 568 1,997,758 NC Aaa AA+ AA+ NC 1/19/27 FFCB 1597 3133EP2T1 2,000,000 2,000,000 4.125 4.125 2/12/24 2/12/27 592 2,006,122 NC Aaa AA+ AA+ NC 2/12/27 FFCB 1598 3133EJGF0 2,000,000 1,928,336 3.125 4.420 3/21/24 3/15/27 623 1,973,079 NC Aaa AA+ AA+ NC 3/15/27 FAMCA 1599 31424WHG0 2,000,000 1,996,686 4.800 4.860 4/17/24 4/16/27 655 2,030,626 NC Aaa NA AAAu NC 4/16/27 UST 1600 91282CET4 2,000,000 1,878,000 2.625 4.751 4/17/24 5/31/27 700 1,957,813 NC Aaa NA AAAu NC 5/31/27 FHLB 1603 3130B1EF0 2,000,000 2,007,569 4.625 4.490 5/16/24 6/11/27 711 2,029,741 NC Aaa NA AAAu NC 6/11/27 UST 1606 91282CFB2 2,000,000 1,902,188 2.750 4.450 6/21/24 7/31/27 761 1,960,000 NC Aaa NA AAAu NC 7/31/27 US T 1607 9128282R0 2,000,000 1,885,781 2.250 4.260 7/24/24 8/15/27 776 1,938,906 NC Aaa NA AAAu NC 8/15/27 FHLB 1608 3130ATS40 2,000,000 2,031,865 4.375 3.820 8/13/24 9/10/27 802 2,022,438 NC Aaa AA+ AA+ NC 9/10/27 FNMA 1609 3135G05Y5 2,000,000 1,820,340 0.750 3.800 8/13/24 10/8/27 830 1,869,543 NC Aaa NA AAAu NC 10/8/27 FHLB 1610 3130AMHV7 2,000,000 1,885,600 1.500 3.433 9/25/24 11/18/27 871 1,893,640 NC Aaa NA AAAu NC 11/18/27 UST 1611 91282CBB6 2,000,000 1,829,908 0.625 3.400 9/25/25 12/31/27 914 1,852,734 NC Aaa NA AAAu NC 12/31/27 UST 1612 91282CBJ9 2,000,000 1,808,218 0.750 3.900 10/23/24 1/31/28 945 1,855,234 NC Aaa NA AAAu NC 1/31/28 UST 1613 91282CBP5 2,000,000 1,810,965 1.125 4.240 11/18/24 2/29/28 974 1,870,000 NC Aaa NA AAAu NC 2/29/28 UST 1614 91282CBS9 2,000,000 1,829,448 1.250 4.020 12/4/24 3/31/28 1,005 1,871,016 NC Aaa NA AAAu NC 3/31/28 FHLB 1615 3130ALYS7 1,000,000 919,138 1.750 4.420 1/13/25 4/26/28 1,031 945,233 NC Aaa AA+ NA NC 4/26/28 FHLB 1616 3130ALZZ0 1,000,000 926,589 2.000 4.420 1/13/25 4/28/28 1,033 953,063 NC Aaa AA+ NA NC 4/28/28 UST 1617 91282CHE4 2,000,000 1,951,875 3.625 4.416 2/13/25 5/31/28 1,066 1,994,141 NC Aaa NA AAAu NC 5/31/28 WMT 1618 931142EE9 2,000,000 1,980,560 3.700 4.020 3/25/25 6/26/28 1,092 1,989,566 MW Aa2 AA+ AA 3/26/28 6/26/28 J Deere 1619 24422EXB0 2,000,000 2,058,940 4.950 3.960 4/30/25 7/14/28 1,110 2,046,574 NC Al A A+ NC 7/14/28 US T 1620 91282CHX2 2,000,000 2,025,489 4.375 3.955 5/20/25 8/31/28 1,158 2,037,813 NC Aaa NA AAAu NC 8/31/28 Toyota 1621 89236TLB9 1,000,000 1,036,580 5.250 4.020 6/27/25 9/11/28 1,169 1,030,914 NC Al A+ A+ NC 9/11/28 Subtotal 41 76,000,000 73,168,587 Avg. 74,919,845 LGIP LGIP NA 50,801,568 50,801,568 4.600 4.60% NA NA 14 50,801,568 NC NA NA NA NA NA Grand Totals $126,801,568 $ 123,970,155 3.50% 361 $ 125,721,413 Page 3 of 8 2025 Q2 TSO spreadsheet Revised 18 City of Yakima Investment Portfolio by Issuer at 06/30/2025 FAMCA, 6,000,000, 5% FHLB, 14,000,000, 11% 4 FNMA, 6,000,000, 5% 1 /, J Deere, 2,000,000, 1% UST, 33,000,000, 26% ,111\ -,,. Toyota, 1,000,000, 1% WMT, 2,000,000, 2% LGIP, 50,801,568, 40% Ay lir ersifying by issuer reduces FFCB, 12,000,000, 9% credit risk the city is ject to from any one er as well as diversifies market price fluctuations which can vary by issuer. Page 4 of 8 2025 Q2 TSO spreadsheet Revised 19 Page 5 of 8 City of Yakima Investment Portfolio Maturity Distribution at 6/30/2025 $5,000,000 $4,500,000 Diversifying by maturity reduces the re-investment risk $4,000,000 the city is subject to in any given month when an $3,500,000 investment matures and the principal is reinvested at rates $3,000,000 available at that moment. $2,500,000 $2,000,000 1 -111—[11111 $1,500,000 - $1,000,000 $500,000 — $0 CiD CD (0 (0 (0 (0 CD CD (0 (0 (0 (0 N N N N N N N N N N N N CO CO CO CO CO CO CO CO CO N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N GO Q a"' > () C ?• C - GO Q a"' > () C ? C - GO Q a"' > () C T C - GO 7 N U O N f0 N U O N f0 N O- f0 7 7 N U O N a � o Z o � g Page 5 of 8 2025 Q2 TSO spreadsheet Revised 20 City of Yakima Investment Portfolio-Detail of Activity June 30,2025 Beginning Additions and Calls and Ending Agency Inv# Face Value Purchases Maturities Face Value Farmer Mac FAMCA - FAMCA 1591 2,000,000 2,000,000 FAMCA 1595 2,000,000 2,000,000 FAMCA 1599 2,000,000 2,000,000 FAMCA 1605 1,000,000 (1,000,000) - FAMCA Total 7,000,000 - (1,000,000) 6,000,000 Federal Farm Credit Bureau FFCB 1579 2,000,000 2,000,000 FFCB 1590 2,000,000 2,000,000 FFCB 1593 2,000,000 2,000,000 FFCB 1596 2,000,000 2,000,000 FFCB 1597 2,000,000 2,000,000 FFCB 1598 2,000,000 2,000,000 FFCB Total 12,000,000 - - 12,000,000 Federal Home Loan Bank FHLB 1587 2,000,000 2,000,000 FHLB 1589 2,000,000 2,000,000 FHLB 1594 1,000,000 1,000,000 FHLB 1603 2,000,000 2,000,000 FHLB 1604 1,000,000 1,000,000 FHLB 1608 2,000,000 2,000,000 FHLB 1610 2,000,000 2,000,000 FHLB 1615 1,000,000 1,000,000 FHLB 1616 1,000,000 1,000,000 FHLB Total 14,000,000 - - 14,000,000 Federal National Management Association FNMA 1578 2,000,000 2,000,000 FNMA 1583 2,000,000 2,000,000 FNMA 1609 2,000,000 2,000,000 FNMA Total 6,000,000 - - 6,000,000 US Treasury US Treasury 1568 2,000,000 (2,000,000) - US Treasury 1569 1,000,000 1,000,000 US Treasury 1571 1,000,000 (1,000,000) - US Treasury 1575 2,000,000 (2,000,000) - US Treasury 1576 2,000,000 2,000,000 US Treasury 1580 2,000,000 2,000,000 US Treasury 1581 2,000,000 2,000,000 US Treasury 1582 2,000,000 2,000,000 US Treasury 1584 2,000,000 2,000,000 US Treasury 1588 2,000,000 2,000,000 US Treasury 1592 2,000,000 2,000,000 US Treasury 1600 2,000,000 2,000,000 US Treasury 1606 2,000,000 2,000,000 US Treasury 1607 2,000,000 2,000,000 US Treasury 1611 2,000,000 2,000,000 US Treasury 1612 2,000,000 2,000,000 US Treasury 1613 2,000,000 2,000,000 US Treasury 1614 2,000,000 2,000,000 US Treasury 1617 2,000,000 2,000,000 US Treasury 1620 2,000,000 2,000,000 US Treasury - US Treasury 36,000,000 2,000,000 (5,000,000) 33,000,000 Corporate Notes Walmart 1618 2,000,000 2,000,000 J Deere 1619 2,000,000 2,000,000 Toyota 1621 1,000,000 1,000,000 Corporate Total 2,000,000 3,000,000 - 5,000,000 Subtotal 77,000,000 5,000,000 (6,000,000) 76,000,000 Other Investments - - - - LGIP(State Pool) LGIP 48,249,639 10,551,929 (8,000,000) 50,801,568 Other Investment Totals 48,249,639 10,551,929 (8,000,000) 50,801,568 (Grand Totals $ 125,249,639 $ 15,551,929 $ (14,000,000) $ 126,801,568 Page 6 of 8 2025 Q2 TSO spreadsheet Revised 21 City of Yakima Long Term Debt Schedule-by Project Group June 30,2025 Date Issued Maturity Description Note Amount of Issue Current Balance General Obligation Bonds 6/20/2013 12/1/2028 Street Project Demonstration(Refunded) Various City street improvements 3,500,000 1,297,046 9/24/2018 6/1/2035 Soccer Complex(Refunded) City portion of SOZO Sports Complex 4,440,127 3,106,795 9/24/2018 12/1/1942 2018 Aquatic Center YMCA City portion of Aquatic Center 8,009,873 7,656,667 4/21/2020 12/1/2032 2020B Capital Theatre 09 Refunded 2020B Capital Theatre 09 Refunded 4,910,000 3,210,000 4/21/2020 12/1/2044 2020B Convention Center Addition 2020B Convention Center Addition 12,620,000 10,925,000 4/21/2020 12/1/2044 2020B Convention Center Addition III Refu 2020B Convention Center Addition III Refunded 2,495,000 2,160,000 Subtotal General Obligation Bonds 35,975,000 28,355,509 Certificate of Participation-State of Washington 9/28/2017 6/1/2027 Energy Project 2017 Energy Project(lighting) 921,683 220,382 7/21/2020 6/1/2035 Energy Project 2020 Energy Efficiency Project(lighting) 1,415,000 1,055,000 9/28/2017 6/1/2027 Fire Aerial&Pump App Fire Aerial 1,268,053 303,202 Subtotal Certificates of Participation 3,604,736 1,578,584 Revenue Bonds 4/21/2020 12/1/2034 2020 Ref 04 Irrigation 2020 Ref 04 Irrigation 3,260,000 2,330,000 4/21/2020 12/1/2027 2020 Ref 08 WS Rev 2020 Ref 08 WS Rev 2,590,000 1,085,000 Subtotal Revenue Bonds 5,850,000 3,415,000 Intergovernmental Loans 8/14/2009 7/1/2028 PC-08-951-052 2009 Railroad Grade Separation 3,000,000 495,301 5/6/2010 6/1/2034 L1000030-0 2010 Railroad Grade Separation 1,229,295 664,208 6/17/2014 5/1/2034 Comm Center Move City portion of County GO Bonds 1,716,500 920,000 6/1/2016 6/1/2027 '16 Yak Co SIED-SOZO 2016 Yakima Co SIED Loan-SOZO 900,000 204,315 7/17/2018 6/1/2029 '18 Yak Co SIED-River Rd. 2018 Yakima Co SIED-River Rd Improvements/Aquatics Center 500,000 229,307 3/2/2021 6/1/2032 21 Yak Co Seid-SOZO 2021 Yakima Co SEID Loan SOZO 1,000,000 746,415 3/14/2023 6/1/2035 22 Yak Co Seid-Russell Lane 2023 Yak Co Seid-Russell Lane 416,000 416,000 12/15/2023 6/1/2036 23 Yak Co Seid-Chief Hops 2023 Yak Co Seid-Chief Hops 312,500 312,500 6/27/2005 10/1/2025 SRF-04-65104-037 2005 Naches River WTP Filter Rehab 894,380 47,073 12/30/2005 6/1/2025 PW-05-691-064 2005 River Road Sewer 2,307,000 - 4/30/2007 6/1/2027 PW-07-962-019 2007 Ultra Violet Disinfection 2,300,000 242,778 4/15/2009 6/1/2028 PC-08-951-051 2009 New Water Well 2,257,200 363,446 10/10/2011 3/31/2033 L1100008 2011 Energy Efficiency 516,192 247,897 8/1/2011 7/1/2034 L1200019 2012 Industrial Waste Anaerobic 587,173 329,622 6/1/2012 6/1/2031 PC-12-951-065 2012 Wastewater Treatment Plan 5,000,000 1,614,475 10/11/2012 6/1/2037 PC-13-961-059 2012 Industrial Sewer Extensions 2,000,000 976,077 8/5/2013 6/1/2032 PC-13-961-074 2013 Automated Reading System 5,000,000 1,842,105 12/31/2021 6/1/2039 PC20-96103-044 2020 Waterline Improvements 1,737,906 1,351,705 12/12/2013 10/1/2034 DM-11-952-038 2013 Design WTP Lagoons 3,514,800 1,757,400 Subtotal Intergovernmental Loans 35,188,947 12,760,624 Grand Total 80,618,683 46,109,717 Page 7 of 8 2025 Q2 TSO spreadsheet Revised 22 City of Yakima Interfund Borrowing June 30,2025 Original Beginning Ending Description Balance Balance Issued Retired Balance Millsite 1,800,000.00 172,177.74 172,177.74 Nelson Dam 6,299,691.00 3,016,610.40 549,971.91 2,466,638.49 MLK Pool 250,000.00 250,000.00 Total across all funds 8,099,691.00 3,188,788.14 250,000.00 549,971.91 2,888,816.23 Per Ordinance#2013-011 Tempory Interfund Loans to help with cash flow. Page 8 of 8 2025 Q2 TSO spreadsheet Revised 23 !(::.c,„.. -W 7%,,!: -- FINANCE Committee Review of Investment Rationale Date: April 29, 2025 Investment # 2025-1619 is a 5-year John Deere CAP. Bond, face value $2,000,000, maturing July 14, 2028, 4.95% coupon, purchased at 102.947 to yield 3.96. This trade settles on April 30, 2025, with Time Value Investments, Inc., US Bank Safekeeping, reducing our elevated LGIP position caused by maturities called during 2025. Liquidity: On March 31st, month-end, Key Bank checking account balance was $8.7 million, US Bank checking balance was $12. million, and the investment portfolio was $77.0 million (Treasuries, Corporates and Agencies). Current LGIP balance was $48.2 million. Safety: This purchase is a debt issue of John Deere Cap. and is rated A/A1/A+ by S&P, Moody's and Fitch. Yield. Yield is 3.96. This investment is 43 basis points under LGIP and 15 bases point over the 5-year treasury, seeking to protect yield in an uncertain environment. Comparable yields are: LGIP current 30-day yield 4.3921% www.secureaccess.wa.gov 5-year Treasury 3.8100% Treasury.gov 3-year Treasury 3.6700% Treasury.gov Callability. This investment is not callable. Diversification. This purchase brings this issuer to 2% of the total portfolio. This investment adds a maturity date not previously covered in the City's laddered portfolio and adds a corporate bond into the mix. Outlook. Joe Brusuelas, Chief Economist, RSM US LLP, recently stated "The American economy is strong enough to absorb the volatility caused by the trade uncertainty. We expect GDP growth to decline to 1.5% in the current quarter, with a risk of a slower pace, below 1%." Investment Committee review: L.---/// Finance Director: eV "---_-_— Date /-11 City Manage . Date LA 1 Qeil r7U' .S 24 Y t ILO FINANCE Committee Review of Investment Rationale Date: May 19, 2025 Investment # 2025-1620 is a 5-year US Treasury, face value $2,000,000, maturing August 31, 2028, 4.37% coupon, purchased at 101.274435 to yield 3.955137. This trade settles May 20, 2025, with KeyBanc Capital Markets, Inc., US Bank Safekeeping, reducing our elevated LGIP position caused by maturities called during 2025. Liquidity: At April 30th, month-end, Key Bank checking account balance was $8.4 million, US Bank checking balance was $9.7 million, and the investment portfolio was $77.0 million (Treasuries, Corporates and Agencies). Current LGIP balance was $48.4 million. Safety: This purchase is a debt issue of the Federal Government, equivalent to Aaa/AA+ rating by Moody's and S&P. Yield. Yield is 3.9551. This investment is 43 basis points under LGIP and 11 bases point under the 5-year treasury, seeking to protect yield in an uncertain environment. Comparable yields are: LGIP current 30-day yield 4.3825% [ www.secureaccess.wa.gov 5-year Treasury 4.0600% Treasury.gov 3-year Treasury 3.9500% Treasury.gov Callability. This investment is not callable (a bullet). Diversification. This purchase brings this issuer to 28% of total portfolio. This investment adds a maturity date not previously covered in the City's laddered portfolio. Outlook. The Federal Open Market Committee (FOMC) voted at its May meeting to leave the federal funds rate unchanged at 4.25%-4.50%. The Fed remains committed to its "wait- and - see" approach and is in no hurry to make adjustments until the impact of tariffs becomes clearer. The FOMC is scheduled to meet next on June 17, 2025. Investment Committee review: Finance Director: / Date d?--7-f Cit Mana r- Date 51 al 1 aoe s Y 9 25 ; . , 4p f f,;JS. Fes'% r FINANCE Committee Review of Investment Rationale Date: June 26, 2025 Investment # 2025-1621 is a 5-year Toyota Motor Credit Corp. Bond, face value $1,000,000, maturing September 11, 2028, 5.25% coupon, purchased at 103.658 to yield 4.02. This trade settles on June 27, 2025, with Time Value Investments, Inc., US Bank Safekeeping, reducing our elevated LGIP position caused by maturities called during 2025. Liquidity: On May 31st, month-end, Key Bank checking account balance was$10.5 million, US Bank checking balance was$9.9. million, and the investment portfolio was $77.0 million (Treasuries, Corporates and Agencies). Current LGIP balance was $50.6 million. Safety: This purchase is a debt issue of Toyota Motor Credit Corp. and is rated A+/A1/A+ by S&P, Moody's and Fitch. Yield. Yield is 4.02. This investment is 35 basis points under LGIP and 19 bases point over the 5-year treasury, seeking to protect yield in an uncertain environment. Comparable yields are: LGIP current 30-day yield 4.3741% 1 www.secureaccess.wa.gov 5-year Treasury � 3.8300% 1 Treasury.gov 3-year Treasury 3.7400% Treasuryyov Callability. This investment has a make whole call until 9/11/28. Diversification. This purchase brings this issuer to 1% of the total portfolio. This investment adds a maturity date not previously covered in the City's laddered portfolio and adds a corporate bond into the mix. Outlook. S&P Global Ratings now expects U.S. real GDP growth of 1.7% for the year, up 0.2 percentage points from their previous expectation in May, based on the assumption of lower average effective tariffs and resilient economic data from the first five months of the year. They forecast growth of 1.6% in 2026. Investment Committee review: Finance Director: - /7r Date `--' __,C Air 40IP City Manag A11:1%.40 �� 4.--- Date 1 l a 26