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HomeMy WebLinkAbout01/20/2026 07.C. 2025 4th Quarter Treasury Report • BUSINESS OF THE CITY COUNCIL YAKIMA, WASHINGTON AGENDA STATEMENT Item No. 7.C. For Meeting of: January 20, 2026 ITEM TITLE: 2025 4th Quarter Treasury Report SUBMITTED BY: Craig Warner, Director of Finance and Budget* Kimberly Domine, Financial Services Manager SUMMARY EXPLANATION: The Treasury Report for the fourth quarter of 2025 is attached and consists of the following: • 4th 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 Q4 Treasury Report.pdf 12 f,„.„...„.;.,...„.„.‘,....„‘„,„ .,...L. ,,,,. .. FINANCE Date: January 6, 2026 '.WPTA CERTIFICATE Of cELLENCE To: Mayor and City Council C.ITYQE YAKIMA 1024 Thru: Victoria Baker, City Manager "' _ From: Craig Warner, Director of Finance and Budget Kimberly Domine, Financial Services Manager Re: 2025-4th Quarter Treasury Report This report is to transparently report on 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 $167.9 million: $22.6 million in depository banks, $70.0 million in the State Pool, and $75.3 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 5-Year Primary Account Liquidity Histor 5175,000,000 :::: ;000,000,000,000 I r z - 5100,000,000 - 575,000,000 f 550,000,000 ___,__ f 525,000,00C r9 .-1 d .-1 ri ti ,-i ry r. r c ry f•. r`s crQ 1 m rr�r}} E[rr� g �' V V 4 Lcn ir1, en Ln �� .r, ry ry r4 rV tv rJ N N N N N N r'a N r r+k N rY N ry rV rr r N ry N r4 rJ N N r1 c U a :47 o r LrE a ' d r ig N a Z g A L a ' . y r U a ' < 3 ■Portfolio(par) CI Primary Acct ■Key Checkiig ❑USBCheckirg 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: • 1580 $2,000,000 US Treasury matured 10/31/2025, yield 3.27% • 1579 $2,000,000 FFCB matured 11/25/2025, yield 2.92% • 1581 $2,000,000 US Treasury matured 12/31/2025, yield 3.49% Purchases: During the last quarter, the following were purchased: • 1628 $2,000,000 US Treasury to mature 11/30/2028, yield 3.46% • 1629 $1,000,000 Corebridge to mature 8/21/2028, yield 4.05% • 1630 $1,000,000 NY Life to mature 1/29/29, yield 3.92% • 1631 $2,000,000 US Treasury to mature 3/31/29, yield 3.46% Portfolio and Benchmark Yield and Maturity: Avg. weighted yield of City investments, excluding LGIP: 3.49% LGIP State Pool 30-day yield: 3.86% Weighted average maturity of City investments, excluding LGIP: 306 days Weighted average maturity of LGIP State Pool 30-day yield: 46 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 on the 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 consists 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 December 31, 2025, the fixed income market continues to drop with the 1- year treasury earning 20 bases points less than last quarter yielding 3.48% and 3.68% respectively. The 30-day yield of the State Pool dropped from last quarter from 4.29% to 3.86% with the Weighted Average to maturity increasing from 39 to 46 days. Economic Outlook. The federal funds rate is the interest rate on overnight loans set by the Federal Open Market Committee (FOMC) at the Federal Reserve. Rates offered by local government investment pools and money market funds tend to correlate closely with the federal funds rate. At the FOMC December meeting they elected to cut the federal funds rate by .25%. This is the third .25% rate cut this year and is based on concerns over signs of weakness in the labor market. 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 % Policy % LG I P 70;018,011 48% 100% Treasuries 32,000;000 22% 100% Agencies 33,000,000 23% 100% Municipals 275,000 0% 15% Corporates 10,000,000 7'°0 15% 145,293,011 100% 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 with the Mill Site Project. It was determined that the Mill Site needed more than the original amount loaned so an increase was given with the payment schedule extended to three years and aligned with the LIFT revenues that are received annually. This loan has been retired and a new smaller loan has taken its place. It's essential to keep some debt on the books to ensure LIFT Match eligibility. 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 December 31, 2025 Current Prior Quarter Prior Year Description 12/31/2025 9/30/2025 12/31/2024 Cash Balances on Hand in Banks 22,609,411.57 $ 22,377,912 $ 21,773,880 Local Government Investment Pool (LGIP) 70,018,011 58,397,658 52,711,559 Investment Portfolio 75,275,000 75,275,000 77,010,000 Total Investments 145,293,011 133,672,658 129,721,559 Total Cash and Investments $ 167,902,423 $ 156,050,570 $ 151,495,439 x Beg Balance Purchases Interest Maturities, Calls End Balance Summary of Investment Activity 9/30/2025 & Deposits Reinvested & Withdrawals 12/31/2025 Local Government Investment Pool (LGIP) $ 58,397,658 $ 15,000,000 $ 620,353 $ (4,000,000) $ 70,018,011 Investment Portfolio 75,275,000 6,000,000 - (6,000,000) 75,275,000 Total Investments $ 133,672,658 $ 21,000,000 $ 620,353 $ (10,000,000) $ 145,293,011 Page 1 of 8 2025 Q4 TSO spreadsheet 16 City of Yakima Distribution of Cash and Investments as of 12/31/2025 Depository Banks, $22,609,412 , 13% Investment Portfolio, lir 75,275,000 , 45% Local Government Investment Pool, $70,018,011 , 42% Page 2 of 8 17 City of Yakima Investment Portfolio-Inventory by Agency December 31, 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 UST 1582 9128286A3 2,000,000 1,891,374 2.625 4.450 11/9/22 1/31/26 31 1,998,161 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 46 1,994,336 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 72 2,001,943 NC Aaa AA+ NA NC 3/13/26 FNMA 1583 3135GOK36 2,000,000 1,880,612 2.125 4.040 12/13/22 4/24/26 114 1,990,617 NC Aaa AA+ AAA NC 4/24/26 UST 1588 91282CCF6 2,000,000 1,822,350 0.750 3.800 4/19/23 5/31/26 151 1,976,664 NC Aaa NA AAAu NC 5/31/26 FHLB 1589 3130AVWS7 2,000,000 2,014,500 3.750 3.500 5/5/23 6/12/26 163 2,001,511 NC Aaa AA+ NA NC 6/12/26 FFCB 1590 3133EPPE9 2,000,000 1,975,386 4.375 4.840 8/29/23 7/6/26 187 2,006,929 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 8/15/26 227 2,009,597 NC Aaa NA AAAu NC 8/15/26 FAMCA 1591 31422X6U1 2,000,000 1,987,142 4.625 4.860 9/22/23 9/8/26 251 2,012,790 NC NA NA NA NC 9/8/26 FFCB 1593 3133EJM97 2,000,000 1,917,609 3.350 4.860 11/14/23 10/30/26 303 1,995,397 NC Aaa AA+ AA+ NC 10/30/26 FHLB 1594 3130AXU63 1,000,000 1,008,210 4.625 4.322 12/14/23 11/17/26 321 1,008,433 NC Aaa AA+ NA NC 11/17/26 FAMCA 1595 31424WCQ3 2,000,000 2,024,358 4.500 4.060 12/15/23 12/4/26 338 2,015,987 NC NA NA NA NC 12/4/26 FFCB 1596 3133EPW76 2,000,000 1,995,234 3.875 3.960 1/19/24 1/19/27 384 2,005,852 NC Aaa AA+ AA+ NC 1/19/27 FFCB 1597 3133EP2T1 2,000,000 2,000,000 4.125 4.125 2/12/24 2/12/27 408 2,011,551 NC Aaa AA+ AA+ NC 2/12/27 FFCB 1598 3133EJGF0 2,000,000 1,928,336 3.125 4.420 3/21/24 3/15/27 439 1,990,377 NC Aaa AA+ AA+ NC 3/15/27 FAMCA 1599 31424WHG0 2,000,000 1,996,686 4.800 4.860 4/17/24 4/16/27 471 2,031,123 NC Aaa NA AAAu NC 4/16/27 UST 1600 91282CET4 2,000,000 1,878,000 2.625 4.751 4/17/24 5/31/27 516 1,976,484 NC Aaa NA AAAu NC 5/31/27 FHLB 1603 3130B1EF0 2,000,000 2,007,569 4.625 4.490 5/16/24 6/11/27 527 2,028,129 NC Aaa NA AAAu NC 6/11/27 UST 1606 91282C F B2 2,000,000 1,902,188 2.750 4.450 6/21/24 7/31/27 577 1,977,969 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 8/15/27 592 1,961,484 NC Aaa NA AAAu NC 8/15/27 FHLB 1608 3130ATS40 2,000,000 2,031,865 4.375 3.820 8/13/24 9/10/27 618 2,028,371 NC Aaa AA+ AA+ NC 9/10/27 FNMA 1609 3135G05Y5 2,000,000 1,820,340 0.750 3.800 8/13/24 10/8/27 646 1,906,233 NC Aaa NA AAAu NC 10/8/27 FHLB 1610 3130AMHV7 2,000,000 1,885,600 1.500 3.433 9/25/24 11/18/27 687 1,928,266 NC Aaa NA AAAu NC 11/18/27 UST 1611 91282C B B6 2,000,000 1,829,908 0.625 3.400 9/25/25 12/31/27 730 1,891,172 NC Aaa NA AAAu NC 12/31/27 UST 1612 91282CBJ9 2,000,000 1,808,218 0.750 3.900 10/23/24 1/31/28 761 1,891,328 NC Aaa NA AAAu NC 1/31/28 UST 1613 91282CBP5 2,000,000 1,810,965 1.125 4.240 11/18/24 2/29/28 790 1,902,578 NC Aaa NA AAAu NC 2/29/28 UST 1614 91282CBS9 2,000,000 1,829,448 1.250 4.020 12/4/24 3/31/28 821 1,904,531 NC Aaa NA AAAu NC 3/31/28 FHLB 1615 3130ALYS7 1,000,000 919,138 1.750 4.420 1/13/25 4/26/28 847 961,420 NC Aaa AA+ NA NC 4/26/28 FHLB 1616 3130ALZZ0 1,000,000 926,589 2.000 4.420 1/13/25 4/28/28 849 965,012 NC Aaa AA+ NA NC 4/28/28 UST 1617 91282CHE4 2,000,000 1,951,875 3.625 4.416 2/13/25 5/31/28 882 2,006,641 NC Aaa NA AAAu NC 5/31/28 WMT 1618 931142EE9 2,000,000 1,980,560 3.700 4.020 3/25/25 6/26/28 908 2,004,287 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 7/14/28 926 2,055,503 NC Al A A+ NC 7/14/28 CRBG 1629 00138CBG2 1,000,000 1,005,200 4.250 4.048 11/14/25 8/21/28 964 1,003,342 NC Aaa AA+ AA+ NC 8/21/28 US T 1620 91282CHX2 2,000,000 2,025,489 4.375 3.955 5/20/25 8/31/28 974 2,044,063 NC Aaa NA AAAu NC 8/31/28 Toyota 1621 89236TLB9 1,000,000 1,036,580 5.250 4.020 6/27/25 9/11/28 985 1,035,873 NC Al A+ A+ NC 9/11/28 BNWM 1624 06406GAA9 1,000,000 973,334 3.000 3.900 8/27/25 10/30/28 1,034 974,717 MW A2 A- A 7/30/28 10/30/28 UST 1626 91282CDF5 1,000,000 939,100 1.375 3.452 9/18/25 10/31/28 1,035 942,422 NC Aaa NA AAAu NC 10/31/28 UST 1628 91282CDL2 2,000,000 1,885,625 1.500 3.460 10/23/25 11/30/28 1,065 1,888,359 NC Aaa NA AAAu NC 11/30/28 WFC 1622 33738MAB7 1,000,000 1,059,640 6.500 4.570 7/14/25 12/1/28 1,066 1,060,040 NC Aa3 NA A NC 12/1/28 King GO 1623 49474FF96 275,000 254,708 1.690 4.047 7/14/25 12/1/28 1,066 260,477 MW Aaa AAA AAA NC 12/1/28 NYLIFE 1630 64952WFF5 1,000,000 1,023,200 4.700 3.920 11/14/25 1/29/29 1,125 1,018,305 NC Aal AA+ AAA NC 1/29/29 UST 1627 91228CDW8 1,000,000 946,000 1.750 3.463 9/18/25 1/31/29 1,127 948,359 NC Aaa NA AAAu NC 1/31/29 PACCAR 1625 69371RS80 1,000,000 1,022,210 4.600 3.900 8/27/25 1/31/29 1,127 1,019,808 NC Al A+ NA NC 1/31/29 UST 1631 91282CKG5 2,000,000 2,040,880 4.125 3.460 12/17/25 3/31/29 1,186 2,035,547 NC Aaa NA AAAu NC 3/31/29 Subtotal 44 75,275,000 73,030,414 Avg. 74,671,988 LGIP LGIP NA 70,018,011 70,018,011 4.600 4.60% NA NA 14 70,018,011 NC NA NA NA NA NA Grand Totals $145,293,011 $ 143,048,425 3.83% 312 $ 144,689,999 Page 3 of 8 2025 Q4 TSO spreadsheet 18 City of Yakima Investment Portfolio by Issuer at 12/31/2025 Agencies, 33,000,000, 23% Municipals, 275,000, 0% Corporates, 10,000,000, 7% Treasuries, 32,000,000, 22% &LGIP, 70,018,011, 48% Diversifying by issuer reduces the credit risk the city is subject to from any one issuer as well as diversifies market price fluctuations which can vary by issuer. Page 4 of 8 2025 Q4 TSO spreadsheet 19 Page 5 of 8 City of Yakima Investment Portfolio Maturity Distribution at 12/31/2025 $5,000,000 Diversifying by maturity $4,500,000 reduces the re-investment risk the city is subject to in any given month when an $4,000,000 investment matures and the principal is reinvested at rates $3,500,000 available at that moment. $3,000,000 $2,500,000 - $2,000,000 - $1,500,000 - $1,000,000 $500,000 — $0 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 CO CO CO rn rn O 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 C ? C = Q +' > C) C T C - = Q + > C) C ? C - GO Q +' 1 C) U Cl) f0 N O- f0 7 7 N U Cl) U O N . N Page 5 of 8 2025 Q4 TSO spreadsheet 20 City of Yakima Investment Portfolio-Detail of Activity December 31,2025 Beginning Additions and Calls and Ending Agency Inv# Face Value Purchases Maturities Face Value Farmer Mac 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 Total 6,000,000 - - 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 - (2,000,000) 10,000,000 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 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 13,000,000 - - 13,000,000 Municiple Bonds King County Muni 1623 275,000 275,000 Municiple Bonds 275,000 - - 275,000 Federal National Management Association FNMA 1583 2,000,000 2,000,000 FNMA 1609 2,000,000 2,000,000 FNMA Total 4,000,000 - - 4,000,000 US Treasury 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 1626 1,000,000 1,000,000 US Treasury 1627 1,000,000 1,000,000 US Treasury 1628 - 2,000,000 2,000,000 US Treasury 1631 2,000,000 2,000,000 US Treasury 32,000,000 4,000,000 (4,000,000) 32,000,000 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 Wells Fargo 1622 1,000,000 1,000,000 Bank NYM 1624 1,000,000 1,000,000 PACCAR 1625 1,000,000 1,000,000 Corebridge 1629 1,000,000 1,000,000 NY Life 1630 1,000,000 1,000,000 Corporate Total 8,000,000 2,000,000 - 10,000,000 Subtotal 75,275,000 6,000,000 (6,000,000) 75,275,000 Other Investments - - - - LGIP(State Pool) LGIP 58,397,658 15,620,353 (4,000,000) 70,018,011 Other Investment Totals 58,397,658 15,620,353 (4,000,000) 70,018,011 (Grand Totals $ 133,672,658 $ 21,620,353 $ (10,000,000) $ 145,293,011 Page 6 of 8 2025 Q4 TSO spreadsheet 21 City of Yakima Long Term Debt Schedule-by Project Group December 31,2025 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 1,122,182.770 9/24/2018 6/1/2035 Soccer Complex(Refunded) City portion of SOZO Sports Complex 4,440,127 2,975,396.260 9/24/2018 12/1/1942 2018 Aquatic Center YMCA City portion of Aquatic Center 8,009,873 7,600,177.450 4/21/2020 12/1/2032 2020B Capital Theatre 09 Refunded 2020B Capital Theatre 09 Refunded 4,910,000 2,850,000.000 4/21/2020 12/1/2044 2020B Convention Center Addition 2020B Convention Center Addition 12,620,000 10,530,000.000 4/21/2020 12/1/2044 2020B Convention Center Addition III Refu 2020B Convention Center Addition III Refunded 2,495,000 2,080,000.000 Subtotal General Obligation Bonds 35,975,000 27,157,756.480 Certificate of Participation-State of Washington 9/28/2017 6/1/2027 Energy Project 2017 Energy Project(lighting) 921,683 220,382.060 7/21/2020 6/1/2035 Energy Project 2020 Energy Efficiency Project(lighting) 1,415,000 1,055,000.000 9/28/2017 6/1/2027 Fire Aerial&Pump App Fire Aerial 1,268,053 303,201.820 Subtotal Certificates of Participation 3,604,736 1,578,583.880 Revenue Bonds 4/21/2020 12/1/2034 2020 Ref 04 Irrigation 2020 Ref 04 Irrigation 3,260,000 2,125,000.000 4/21/2020 12/1/2027 2020 Ref 08 WS Rev 2020 Ref 08 WS Rev 2,590,000 730,000.000 Subtotal Revenue Bonds 5,850,000 2,855,000.000 Intergovernmental Loans 8/14/2009 7/1/2028 PC-08-951-052 2009 Railroad Grade Separation 3,000,000 495,300.760 5/6/2010 6/1/2034 L1000030-0 2010 Railroad Grade Separation 1,229,295 631,673.830 6/17/2014 5/1/2034 Comm Center Move City portion of County GO Bonds 1,716,500 920,000.000 6/1/2016 6/1/2027 '16 Yak Co SIED-SOZO 2016 Yakima Co SIED Loan-SOZO 900,000 204,314.520 7/17/2018 6/1/2029 '18 Yak Co SIED-River Rd. 2018 Yakima Co SIED-River Rd Improvements/Aquatics Center 500,000 229,307.030 3/2/2021 6/1/2032 21 Yak Co Seid-SOZO 2021 Yakima Co SEID Loan SOZO 1,000,000 746,414.850 3/14/2023 6/1/2035 22 Yak Co Seid-Russell Lane 2023 Yak Co Seid-Russell Lane 416,000 416,000.000 12/15/2023 6/1/2036 23 Yak Co Seid-Chief Hops 2023 Yak Co Seid-Chief Hops 312,500 312,500.000 6/27/2005 10/1/2025 SRF-04-65104-037 2005 Naches River WTP Filter Rehab 894,380 - 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 2,300,000 242,777.770 4/15/2009 6/1/2028 PC-08-951-051 2009 New Water Well 2,257,200 363,446.480 10/10/2011 3/31/2033 L1100008 2011 Energy Efficiency 516,192 233,975.050 8/1/2011 7/1/2034 L1200019 2012 Industrial Waste Anaerobic 587,173 314,226.490 6/1/2012 6/1/2031 PC-12-951-065 2012 Wastewater Treatment Plan 5,000,000 1,614,474.840 10/11/2012 6/1/2037 PC-13-961-059 2012 Industrial Sewer Extensions 2,000,000 976,076.580 8/5/2013 6/1/2032 PC-13-961-074 2013 Automated Reading System 5,000,000 1,842,105.260 12/31/2021 6/1/2039 PC20-96103-044 2020 Waterline Improvements 1,737,906 1,351,704.940 12/12/2013 10/1/2034 DM-11-952-038 2013 Design WTP Lagoons 3,514,800 1,581,660.020 Subtotal Intergovernmental Loans 35,188,947 12,475,958.420 Grand Total 80,618,683 44,067,298.780 Page 7 of 8 2025 Q4 TSO spreadsheet 22 City of Yakima Interfund Borrowing December 31,2025 Original Beginning Ending Description Balance Balance Issued Retired Balance 323-Millsite #3 176,000.00 176,000.00 28,870.17 147,129.83 479-Nelson Dam 6,299,691.00 1,916,666.58 249,999.98 1,666,666.60 331-MLK Pool 250,000.00 250,000.00 - 250,000.00 Total across all funds 6,725,691.00 2,342,666.58 - 278,870.15 2,063,796.43 Per Ordinance#2013-011 Tempory Interfund Loans to help with cash flow. Page 8 of 8 2025 Q4 TSO spreadsheet 23 W 7 {,, rytl ' + `' FINANCE Committee Review of Investment Rationale Date: October 22, 2025 Investment # 2025-1628 is a 7-year US Treasury, face value $2,000,000, maturing November 30, 2028, 1.50% coupon, purchased at a deep discount of 94.09 to yield 3.458657. This trade settles on October 23, 2025, with Hilltop Securities, Inc., US Bank Safekeeping, reducing our elevated LGIP position caused by called maturities during 2025. Liquidity: On September 30th, month-end, Key Bank checking account balance was $10.1 million, US Bank checking balance was $10.4. million, and the investment portfolio was $75.3 million (Treasuries, Corporates and Agencies). Current LGIP balance was $58.4 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 3.4586. This investment is 72 basis points under LGIP and 11 bases point under the 5-year treasury, and 1 bases points under the 3-year treasury, seeking to protect yield in an uncertain environment. Comparable yields are: LGIP current 30-day yield 4.1705% j www.secureaccess.wa.gov 5-year Treasury 3.5600% _ Treasury.gov 3-year Treasury 3.4600% Treasury.gov Callability. This investment is not callable (a bullet). Diversification. This purchase brings this issuer to 25% of total portfolio. Outlook. According to Chief Economist Joe Brusuelas, the American economy continues to show resilience: Growth is near its potential, unemployment is still low at 4.3%, inflation is rising but under control, and financial conditions remain conducive for investment. Investment Committee review: Finance Director: /I Gs/ - - Date ,/ "f ' City Manager. Date 13 1 j S 24 10(1411-"NV‘\ FINANCE Committee Review of Investment Rationale Date: November 13, 2025 Investment # 2025-1629 is a 3-year Corebridge Globel Funding Corporation Bond, face value$1,000,000, maturing August 21, 2028, 4.25% coupon, purchased at 100.52 to yield 4.047587. This trade settles on November 14, 2025, with KeyBanc Capital Markets, Inc., US Bank Safekeeping, reducing our elevated LGIP position caused by called maturities during 2025. Liquidity: On October 31st, month-end, Key Bank checking account balance was $12.9 million, US Bank checking balance was $11.1. million, and the investment portfolio was $75.3 million (Treasuries, Corporates and Agencies). Current LGIP balance was $54.6 million. Safety: This purchase is a debt issue of Corebridge Globel Funding Corporation, equivalent to A2 /A+ rating by Moody's and S&P. Yield. Yield is 4.0475. This investment is 6 basis points under LGIP and 37 bases point over the 5-year treasury, and 50 bases points over the 3-year treasury, seeking to protect yield in an uncertain environment. Comparable yields are: LGIP current 30-day yield 4.1054% www.secureaccess.wa.gov 5-year Treasury _ 3.6800% Treasury.gov 3-year Treasury _ 3.5500% Treasury.gov Callability. This investment is not callable (a bullet). Diversification. This purchase brings Corporate notes to 6% of total portfolio. Outlook. At its October rate-setting gathering, the Federal Open Market Committee (FOMC) lowered its benchmark rate by a quarter of a percentage point to a new target range of 3.75%- 4%. That's the lowest level since 2022 and marks the fifth total cut since post-pandemic inflation forced the U.S. central bank to hike interest rates to a two-decade high. Future rate cuts, however, aren't guaranteed. Investment Committee review: ' Finance Director: 7 `J7 w Date f/; ) 2dc 7 L� CityManager: -) /:0 /7 — Date `� /�72( g 25 4 0.9 FINANCE Committee Review of Investment Rationale Date: November 13, 2025 Investment # 2025-1630 is a 5-year New York Life Globel FDG. Corporation Bond, face value $1,000,000, maturing January 29, 2029, 4.7% coupon, purchased at 102.32 to yield 3.921525. This trade settles on November 14, 2025, with KeyBanc Capital Markets, Inc., US Bank Safekeeping, reducing our elevated LGIP position caused by called maturities during 2025. Liquidity: On October 31st, month-end, Key Bank checking account balance was $12.9 million, US Bank checking balance was $11.1. million, and the investment portfolio was $75.3 million (Treasuries, Corporates and Agencies). Current LGIP balance was $54.6 million. Safety: This purchase is a debt issue of New York Life Globel FDG. Corporation, equivalent to Aa1 /AA+ rating by Moody's and S&P. Yield. Yield is 3.9215. This investment is 18 basis points under LGIP and 24 bases point over the 5-year treasury, and 37 bases points over the 3-year treasury, seeking to protect yield in an uncertain environment. Comparable yields are: LGIP current 30-day yield , 4.1054% www.secureaccess.wa.gov 5-year Treasury 3.6800% Treasury.gov 3-year Treasury I 3.5500% j Treasury.gov Callability. This investment is not callable (a bullet). Diversification. This purchase brings Corporate notes to 6% of total portfolio. Outlook. At its October rate-setting gathering, the Federal Open Market Committee (FOMC) lowered its benchmark rate by a quarter of a percentage point to a new target range of 3.75%- 4%. That's the lowest level since 2022 and marks the fifth total cut since post-pandemic inflation forced the U.S. central bank to hike interest rates to a two-decade high. Future rate cuts, however, aren't guaranteed. Investment Committee review: J Finance Director: ff Date /di 3/z3— Cit Manager: Date (/�77 Y 26 114 FINANCE _ Committee Review of Investment Rationale Date: December 16, 2025 Investment # 2025-1631 is a 5-year US Treasury, face value $2,000,000, maturing March 31, 2029, 4.17% coupon, purchased at a premium of 102.044 to yield 3.4601. This trade settles on December 17, 2025, with Time Value Investments, Inc., US Bank Safekeeping, reducing our elevated LGIP position caused by called maturities during 2025. Liquidity: On November 30th, month-end, Key Bank checking account balance was $13.7 million, US Bank checking balance was $12.7 million, and the investment portfolio was $75.3 million (Treasuries, Corporates and Agencies). Current LGIP balance was $64.8 million. Safety: This purchase is a debt issue of the Federal Government, equivalent to Aa1/AA+ rating by Moody's and Fitch. Yield. Yield is 3.46. This investment is 50 basis points under LGIP and 27 bases point under the 5-year treasury, and 10 bases points under the 3-year treasury, seeking to protect yield in an uncertain environment. Comparable yields are: LGIP current 30-day yield 3.9611% www.secureaccess.wa.gov 5-year Treasury 3.73000% Treasury.gov 3-year Treasury _. 3.5600% Treasury.gov Callability. This investment is not callable. Diversification. This purchase brings this issuer to 24% of total portfolio. Outlook. The federal funds rate is the interest rate on overnight loans set by the Federal Open Market Committee (FOMC) at the Federal Reserve. Rates offered by local government investment pools and money market funds tend to correlate closely with the federal funds rate. At the FOMC December meeting they elected to cut the federal funds rate by .25%. This is the third .25% rate cut this year and is based on concerns over signs of weakness in the labor market. Investment Committee review: Finance Director: /h -----~ Date I �/7/2„ City Mana Date l \AC4l, ra5 27