HomeMy WebLinkAboutFS 2016-12-06 Item 2D - Report - 2016 2nd Quarter Report: InvestmentTO:
City of Tukwila
INFORMATIONAL MEMORANDUM
Mayor Ekberg
Finance and Safety Committee
Allan Ekberg, Mayor
FROM: Peggy McCarthy, Finance Director
BY: Vicky Carlsen, Deputy Finance Director
DATE: November 30, 2016
SUBJECT: Second Quarter 2016 Cash & Investment Report
ISSUE
The second quarter Investment Report is included with this memorandum and is discussed below.
BACKGROUND
City funds are invested to earn a reasonable return while preserving principal and allowing
sufficient liquidity to meet the City's operating needs. To achieve these objectives investments
are diversified by type, by financial institution, and by maturities in compliance with the City
Investment Policy.
DISCUSSION
Portfolio Components
As of June 30, 2016, the portfolio totaled $54.5 million comprised of $43.4 million in cash and
cash equivalents and $11.1 in longer term investments. The portfolio balance increased by $1.9
million from a March 31, 2016 balance of $52.6 million. Details on individual fund activity is
provided below in the Fund Cash Investment Balances section.
In May, two of the City's agency investments were called. On May 23rd, a Federal National
Mortgage Association agency investment of $1 million was called. Additionally, on May 25th, a
Federal Home Loan Mortgage Corp. agency investment of $1 million called. At this time, the City
has not replaced these investments with new longer -term investments. We continue to look for
investments where the interest rate exceeds the rate the City receives with US Bank.
Portfolio Performance
The portfolio weighted average yield on June 30, 2016, was .41%. Considering the portfolio's
weighted average maturity was 0.8 years, and the yield on the cash & cash equivalent accounts
was .21%, the portfolio yield of 0.41% is still favorable. The total yield has been sustained by the
4.14% average yield on the municipal bond investments, the .43% yield on the certificate of
deposits, the 1.15% yield on the agencies, and the .45% earnings credit on the US Bank
depository account.
Investment income through the end of June 2016 for all investments is $221,633 against an
annual budget of $227,322.
Not included in the portfolio is interest earned from the operating and capital loans to the MPD.
The operating loan is being repaid on a monthly basis and will be paid in full by May 2023. Interest
earned on the loan through June 2016 is $8,147. The capital loan is being repaid semi - annually
55
INFORMATIONAL MEMO
Page 2
and will be paid in full by December 2022. Interest accrued through June 2016 is $9,917.
Attached to the investment report are amortization schedules for both loans to the MPD.
Policy Compliance and Liquidity Analysis
As of the end of the 2nd quarter, the portfolio profile is well within the range of all the investment
policy parameters. There is currently a healthy mix of investments with a range of maturity dates.
Current investments allow for adequate cash flow requirements.
Fund Cash & Investment Balances Year over Year Comparison
Total fund cash and investments balances are $52.9 million, which is $1.8 million higher than
second quarter 2015.
The general fund total cash and investment balance is $8.9 million, which is $704K higher than
June of 2015. Most revenue categories continue to perform well, with gambling taxes continuing
to exceed budget coupled with revenue outpacing spending.
The arterial street fund in the capital projects fund group shows a decrease of $2 million. In 2015,
the City issued $5.8 million LTGO bonds as partial funding for the Interurban South and BAR
Bridge projects. Proceeds are expected to be spent by the end of 2016.
A one -time increase in Real Estate Excise Tax at the end of 2015 of $700 thousand accounts for
much of the of $856 thousand increase in the Land Acquisition, Rec., and Park Fund.
Utility funds all have increases in fund balances from the prior year through June.
Investment Environment
While the Federal Reserve increased the target rate from zero to 0.25% in December 2015, it was
anticipated that an additional rate hike could occur in June of 2016. However, in June, it was
decided that a rate hike in June would be postponed. It is now predicted that there may be an
interest rate hike in December. Even if a rate hike does occur, interest rates will likely remain low
and fluctuate within a narrow range for some time to come.
Locally, the steady growth realized in 2015 is expected to continue through 2016. There is growth
in housing permits, housing inventories are low and rents are rising. Employment shows growth
while unemployment rates in King County continue to fall.
The portfolio will continue to be managed to take advantage of investment opportunities as they
arise.
RECOMMENDATION
Presentation is for information only.
ATTACHMENTS
Cash and Investment Report
Policy Compliance & Liquidity Analysis
Cash and Investment Balances by Fund
Treasury Rates and Yield Curves
Amortization Schedule — MPD Operating Loan
Amortization Schedule — MPD Capital Loan
56
Agency / Issuer
CITY OF TUKWILA
CASH & INVESTMENT REPORT
June 30, 2016
(a) (c) (d)
Rating Purchase Maturity Term Par Book Yield to Year -to -Date
Moodys Investment Type Date Date Yrs Value Balance Maturity Return
CASH & CASH EQUIVALENTS
US Bank
Washington State Treasurer
Columbia Bank
Depository Various (b) $18,241,130 $18,241,130 (e) 45,402 (e)
0.45%
LGIP Investment Pool Various (b) 10,972,546 10,972,546 (f) 23,695 (b)
0.4488%
Money market Various (b) 14,180,609 14,180,609 (f) 33,816 (f)
0.52%
Total Cash & Cash Equivalents
INVESTMENTS
Certificates of Deposit
Bank of Washington
Sound Community Bank
43,394,286 43,394,286 0.24% 102,913
Certificate of Deposit 5/2/2016 6/2/2017 1.1 250,000 250,000 0.80% 493 (g)
Certificate of Deposit 3/4/2014 3/4/2017 3.0 3,000,000 3,188,291 0.85% 13,554 (9)
CERTIFICATES OF DEPOSIT -- TOTAL 2.9 3,250,000 3,438,291 0.43% 14,047
Agencies
Federal Home Loan Mfg Corp US agency 1/12/2016 5/26/2017 1.4 1,000,000 999,000 0.75% 4,750
(FHLMC)
FHLB US agency 9/21/2015 9/21/2018 3.0 1,000,000 1,000,000 1.22% (f) 6,100
FHLMC US agency 5/29/2015 5/25/2018 3.0 1,000,000 1,001,750 1.25% (f) 6,250
Federal Farm Credit Bank US agency 1/19/2016 12/21/2018 2.9 1,000,000 1,001,597 1.38% (f) 6,875
(FFCB)
TOTAL AGENCIES 2.6 4,000,000 4,002,347 0.60% 23,975
Taxable Municipal Bonds
Washington State Convention Aa3 Lodging Tax Bonds 11/30/2010 7/1/2016 5.6 500,000 500,728 3.60% 9,808
Center Facility
City of Marysville, sinking Aa3 LTGO Refunding 11/23/2010 12/1/2017 5.5 290,000 327,149 3.37% 7,879
2014 -2017, ave 5.5 years
Skagit County BAB Aa3 1/12/2016 12/1/2017 0.4 365,000 365,000 2.85% 5,201
UW Biomedical Center Aal Revenue Bonds 12/14/2010 7/1/2017 6.6 500,000 501,586 4.05% 10,740
UW Biomedical Center Aal Revenue Bonds 12/14/2010 7/1/2019 8.6 500,000 502,565 4.70% 12,203
Douglas County, ESD, sinking Aal UTGO 12/23/2010 12/1/2020 8.9 1,135,000 1,144,802 4.55% 27,240
2018 -2020, ave 9 yrs
Port of Anacortes Al LTGO 12/17/2010 9/1/2020 9.7 340,000 333,598 5.00% 7,628
TOTAL MUNICIPAL BONDS 6.3
Total Investments
4.1
3,630,000 3,675,428 2.20%
10, 880, 000 11,116, 066 1.07%
80,698
118,720
TOTAL CASH, CASH EQUIVALENTS & INVESTMENTS 0.8 $ 54,274,286 $ 54,510,352 I 0.41% I $ 221,633
(a) On calleable bonds, term is calculated to final maturity even though call date may occur first; term of liquid investments is one
day; on sinking fund bonds, average maturity is used to calculate term.
(b) No fixed maturity, funds are available within one day.
(c) Yield to Maturity represents average rate for the year for various investment vehicles.
(d) Year -to -Date Return represents actual earnings to date for bonds.
(e) Represents earning credit from US Bank. City earns interest up to the amount of fees.
()Represents rate in effect for period ending this report.
annualized return above the current CD rates.
the annualized return above the current CD rates.
(h) Annualized Return represents actual earnings through current reporting period
Current Portfolio Yield
Percent of Cash & Investment Portfolio
Agencies
7%
Money
Market
26%
CDs
6%
Municipal
Bonds
7%
LOP
20%
Cash
34%
57
CITY OF TUKWILA
Policy Compliance & Liquidity Analysis
CASH & INVESTMENT REPORT
June 30, 2016
Liquidity Analysis & Maturity Diversification
Funds immediately available
Fixed Maturity Investments, maturing in:
0 -90 days after Report Date
91 -180 days after Report Date
181 -270 days after Report Date
271 -360 days after Report Date
Investments maturing in 1 year or less
Investments maturing in 1 -3 years
Investments maturing in 3 -5 years
Investments maturing in 5 -7 years
Investments maturing in 7 -10 years
Investments maturing in more than 1 year
and less than 10 years.
TOTALS
Investment Policy Parameters
Funds available within 1 year
Funds available within 5 years
Funds available in 5- 10 years
Portfolio
Amount
$ 43,394,286
500,728
3,188,291
1,249,000
4,938,020
4,197,082
1,980,965
6,178,047
$ 54,510,352
POLICY LIMIT
30.0%
80.0%
20.0%
Available
Within 1 Year
$ 43,394,286
4,938,020
$ 48,332,305
89%
PORTFOLIO
min 89%
min 100%
max 0%
As of Report Date
Available Available in
Within 5 5 - 10 Years
Years
$ 43,394,286
4,938,020
4,197, 082
1,980,965
$ 54,510,352 $
100%
Policy Met?
Yes
Yes
Yes
0%
Liquidity Requirements and Funds Available for Investing:
Funds immediately available
Restrictions & designations:
Operating liquidity (a)
Liquidity threshold
Funds available for longer term investing
(a)
$ 43,394,286
14,000,000
14,000,000
$ 29,394,286
Represents largest one month decline in portfolio balance over the most recent 36 month period doubled; or the
equivalent of a 100% cushion.
Financial Institution Diversification
US Bank
Washington State Treasurer
Columbia Bank
Sound Community Bank
Other financial institutions
Total
Investment Mix
Depository
State Investment Pool
Money market
Certificate of Deposit
US Agency
Municipal Bonds
Total
Portfolio
Amount
$ 18,241,130
10,972,546
14,180,609
3,188,291
7,927,775
$ 54,510,352
Portfolio
Amount
18,241,130
10,972,546
14,180,609
3,438,291
4,002,347
3,675,428
54,510,352
% of Total
33.5%
20.1%
26.0%
5.8%
14.5%
100.0%
% of Total
33.5%
20.1%
26.0%
6.3%
7.3%
6.7%
100.0%
POLICY
MAXIMUM
50.0%
75.0%
50.0%
50.0%
50.0%
POLICY
MAXIMUM
insured by PDPC
75.0%
insured by PDPC
insured by PDPC
75.0%
no limit specified in policy
Policy
Met?
Yes
Yes
Yes
Yes
Yes
Policy
Met?
Yes
Yes
Yes
Yes
Yes
Yes
Weighted Average Maturites:
Certificates of deposit
Municipal bonds
Total Investments
Total Portfolio
POLICY MAXIMUM
Policy Met?
Years
2.9
6.3
4.1
0.8
3.5
Yes
Note: Cash and cash equivalents are available within one day and are factored
into the Total Portfolio weighted average maturity.
58
Performance Analysis
Current portfolio yield
Benchmarks:
6 month treasury
2 year treasury
Local Govt Invst Pool
0.41%
0.36%
0.58%
(f) 0.4488%
CITY OF TUKWILA
Cash & Investment Balances By Fund and Fund Group
CASH & INVESTMENT REPORT
June 30, 2016
Fund Group
Balances
06/30/16
General
General Total
Special Revenue
000 GENERAL
Special Revenue Total
Debt Service
Debt Service Total
Capital Project
101 HOTEL /MOTEL TAX
105 CONTINGENCY
107 FIRE EQUIP. CUM. RESERVE
109 DRUG SEIZURE FUND
200 DEBT SERVICE
206 L.I. GUARANTEE
208 LIMITED TAX G.O. BONDS 2000
209 LIMITED TAX G.O. BONDS 2003
210 LIMITED TAX G.O. REFUNDING 2003
211 LIMITED TAX G.O. REFUNDING 2008
212 LTGO SCORE BONDS
213 LTGO SCORE BLD AMER BONDS
214 LTGO 2010 Series A
215 LTGO 2010 Series B
216 VALLEY COM Refunding bonds 2010
217 LIMITED TAX GO BONDS REFUNDING
218 LTGO 2013
233 LID #33
8,915,911
8,915,911
797,137
5,602,503
20,265
6,419,905
447,966
669,149
1
195
327,916
2
231,339
794
210,539
114,349
2,002,250
Capital Project Total
Enterprise
Enterprise Total
Internal Service
Internal Service Total
Grand Total
103 STREET 704,929
104 ARTERIAL STREET 5,380,807
301 LAND ACQ, REC & PARK DEVLPMNT 2,421,570
302 FACILITY REPLACEMENT 829,711
303 GENERAL GOVERNMNT IMPROVEMENTS 378,110
304 FIRE IMPACT FEES 613,058
10,328,186
400 UTILITY ON ACCT (overpayments) 33,541
401 WATER 5,928,220
402 SEWER 6,631,035
411 FOSTER GOLF COURSE 788,121
412 SURFACE WATER 2,396,149
15,777,068
501 EQUIPMENT RENTAL 5,321,862
502 INSURANCE 3,183,595
503 INSURANCE - LEOFF I 984,062
9,489,519
52,932,838
Balances Balances
06/30/15 06/30/14
Balances Balances
06/30/13 06/30/12
$ 8,211,831
8,211,831
378,109
5,777,260
48,952
6,204,321
208,614
669,147
1
195
315,416
2
192,676
115,194
203,039
120,971
1,825,256
1,022,252
7,338,446
1,565,474
1,432,223
453,915
520,962
12,333,271
17,544
5,007,023
5,386,807
785,170
1,399,569
12, 596,113
4,627,495
4,418,574
856,012
9,902,081
51,072,873
$6,987,822 $ 4,149,258 $4,903,893
6,987,822 4,149,258 4,903,893
495,322 660,126 440,145
5,763,258 1,461,857 1,458,686
945,694 943,850
68,308 146,312 222,196
6,326,889 3,213,989 3,064,877
669,147 -
1 3,020,451 3,828,526
244,320 247 469,496
406,416 218 705,717
291,688 1,390 30,891
115,995
296,039 108,557 369,525
4,612 66,508
106,434 12,954 14
274,214 1 101,738
81,316
2,369,574
1,450,893
1,582,095
1,236,430
1,904,720
570,592
454,321
7,199,051
22,106
5,376,215
3,335,265
622,681
2,361,899
11,718,166
4,650,880
5,238,745
735,138
10,624,763
45,226,266
3,148,430 5,688,409
1,051,963 938,114
911,325 2,055,132
1,099,701 1,633,257
2,088,543 2,018,535
637,101 433,693
402,514 317,677
6,191,148 7,396,409
27,857 17,122
5,655,077 3,982,420
2,316,037 1,238,090
458,643 114,058
2,985,279 2,683,138
11,442,893 8,034,828
4,474,197 3,804,498
6,239,565 6,198,009
1,666,674 1,904, 047
12,380,436 11,906,554
40,526,154 40,994,970
Funds not included in the Grand Total are the fiduciary funds. However, these balances ($1,577,514) are included in the investment balances.
59
CITY OF TUKWILA
Treasury Rates and Yield Curves
CASH & INVESTMENT REPORT
June 30, 2016
Rates at June 30, 2016
Term
Closing
Yield
6/30/2016
Rate %
Change Change
3mo 0.26% 0.25% 96%
0.25% 69%
0.45% 0.17% 38% 1 Yr
- 0.06% -10%
3Yr 0.71% -0.30% -42% 3Yr 1.01%
- 0.62% -61%
10Yr 1.49% -0.86% -58% 10Yr 2.35%
30Yr 2.30% -0.81% -35%
6mo
0.36%
1Yr
Rates at June 30, 2015
Term
Closing
Yield
6/30/2015
3mo
0.01%
6mo
0.11%
2Yr
0.58%
0.28%
2Yr
0.64%
5Yr
1.01%
5Yr 1.63%
Source: US Department of the Treasury
3.50%
3.00%
2.50%
2.00%
1.50%
1.00%
0.50%
0.00%
30Yr
3.11%
Comparison of Treasury Rates
3mo 6mo
1 yr
2 yr 3 yr 5 yr 10 yr 30 yr
▪ 6/30/2016
- 4F-6/30/2015
60
Period
(Date) Beg Bal
MPD Operating Loan - through end of 2015 only
Accumulated Interest
Funding Payments Interest End Bal Interest Principal Pmt Pmt
10/1/2011
11/1/2011
12/1/2011
1/1/2012
2/1/2012
3/1/2012
4/1/2012
5/1/2012
6/1/2012
7/1/2012
8/1/2012
9/1/2012
10/1/2012
11/1/2012
12/1/2012
1/1/2013
2/1 /2013
3/1/2013
4/1/2013
5/1/2013
6/1/2013
7/1/2013
8/1 /2013
9/1/2013
10/1/2013
11/1/2013
12/1/2013
1/1/2014
2/1/2014
3/1 /2014
4/1/2014
5/1/2014
6/1/2014
7/1/2014
8/1/2014
9/1/2014
10/1/2014
11/1/2014
12/1/2014
1/1/2015
2/1/2015
3/1/2015
4/1/2015
5/1/2015
6/1/2015
7/1/2015
8/1/2015
9/1/2015
10/1/2015
11/1/2015
191,612.82
191, 932.18
192,252.07
192, 572.49
192,893.44
193,214.93
418,911.95
419,610.14
420,309.49
421, 010.01
421, 711.69
422,414.54
857, 547.41
858,976.66
860,408.28
1,112,258.96
1,114,112.73
1,115, 969.58
1,117, 829.53
1,100, 000.00
1,091,711.85
1,083,409.89
1, 075, 094.10
1, 066, 764.44
1,058,420.90
1,050,063.46
1, 041, 692.08
1,033,306.76
1,024,907.45
1,016,494.15
1,008,066.83
999,625.46
991,170.02
982,700.49
974,216.85
965, 719.06
957,207.11
948,680.98
940,140.63
931, 586.06
923, 017.22
914,434.10
905,836.68
897,224.93
888,598.82
879,958.34
871,303.46
862,634.15
853,950.39
$ 191,294
$ $ 319 $ 191,613 $ 319
319.35 191,932.18 638.18
319.89 192,252.07 958.07
320.42 192,572.49 1,278.49
320.95 192,893.44 1,599.44
321.49 193, 214.93 1,920.93
225,000.00 - 697.02 418,911.95 2,617.95
698.19 419,610.14 3,316.14
699.35 420,309.49 4,015.49
700.52 421,010.01 4,716.01
701.68 421,711.69 5,417.69
702.85 422,414.54 6,120.54
433,706.00 - 1,426.87 857,547.41 7,547.41
1,429.25 858,976.66 8,976.66
1,431.63 860,408.28 10,408.28
250,000.00 - 1,850.68 1,112,258.96 12,258.96
1,853.76 1,114,112.73 14,112.73
1,856.85 1,115,969.58 15,969.58
1,859.95 1,117,829.53 17,829.53
19,692.58 1,863.05 1,100,000.00 19,692.58
10,121.48 1,833.33 1,091,711.85 21,525.91 8,288.15
10,121.48 1,819.52 1,083,409.89 23,345.43 8,301.96
10,121.48 1,805.68 1,075,094.10 25,151.12 8,315.80
10,121.48 1,791.82 1,066,764.44 26,942.94 8,329.66
10,121.48 1,777.94 1,058,420.90 28,720.88 8,343.54
10,121.48 1,764.03 1,050,063.46 30,484.92 8,357.45
10,121.48 1,750.11 1,041,692.08 32,235.02 8,371.37
10,121.48 1,736.15 1,033,306.76 33,971.18 8,385.33
10,121.48 1,722.18 1,024,907.45 35,693.35 8,399.30
10,121.48 1,708.18 1,016,494.15 37,401.53 8,413.30
10,121.48 1,694.16 1,008,066.83 39,095.69 8,427.32
10,121.48 1,680.11 999,625.46 40,775.80 8,441.37
10,121.48 1,666.04 991,170.02 42,441.84 8,455.44
10,121.48 1,651.95 982,700.49 44,093.79 8,469.53
10,121.48 1,637.83 974,216.85 45,731.63 8,483.65
10,121.48 1,623.69 965,719.06 47,355.32 8,497.79
10,121.48 1,609.53 957,207.11 48,964.85 8,511.95
10,121.48 1,595.35 948,680.98 50,560.20 8,526.13
10,121.48 1,581.13 940,140.63 52,141.33 8,540.34
10,121.48 1,566.90 931,586.06 53,708.24 8,554.58
10,121.48 1,552.64 923,017.22 55,260.88 8,568.84
10,121.48 1,538.36 914,434.10 56,799.24 8,583.12
10,121.48 1,524.06 905,836.68 58,323.30 8,597.42
10,121.48 1,509.73 897,224.93 59,833.03 8,611.75
10,121.48 1,495.37 888,598.82 61,328.40 8,626.11
10,121.48 1,481.00 879,958.34 62,809.40 8,640.48
10,121.48 1,466.60 871,303.46 64,276.00 8,654.88
10,121.48 1,452.17 862,634.15 65,728.17 8,669.31
10,121.48 1,437.72 853,950.39 67,165.89 8,683.76
10,121.48 1,423.25 845,252.16 68,589.14 8,698.23
10,121.48 _ 1,408.75 ___836,539.44 _ 69,997.90 8,712.73 _
10,121.48 1,394.23 827,812.19 71,392.13 8,727.25
12/1/2015 845,252.16
1/1/2016 836,539.44
2/1/2016
3/1/2016
4/1/2016
5/1/2016
6/1/2016
7/1/2016
8/1/2016
9/1/2016
10/1/2016
11/1/2016
12/1/2016
827, 812.19
819, 070.40
810, 314.03
801, 543.08
792,757.50
783,957.28
775,142.40
766,312.82
757,468.53
748,609.50
739,735.70
10,121.48
10,121.48
10,121.48
10,121.48
10,121.48
10,121.48
10,121.48
10,121.48
10,121.48
10,121.48
10,121.48
1,379.69 819,070.40
1,365.12 810,314.03
1,350.52 801,543.08
1,335.91 792, 757.50
1,321.26 783,957.28
1,306.60 775,142.40
1,291.90 766,312.82
1,277.19 757,468.53
1,262.45 748,609.50
1,247.68 739,735.70
1,232.89 730,847.11
72,771.82
74,136.93
75,487.46
76,823.36
78,144.62
79,451.22
80,743.12
82,020.31
83,282.76
84,530.44
85,763.33
8,741.79
8,756.36
8,770.96
8,785.57
8,800.22
8,814.88
8,829.58
8,844.29
8,859.03
8,873.80
8,888.59
19,692.58
1,833.33
1,819.52
1,805.68
1,791.82
1,777.94
1,764.03
1,750.11
1,736.15
1,722.18
1,708.18
1,694.16
1,680.11
1,666.04
1,651.95
1,637.83
1,623.69
1,609.53
1,595.35
1,581.14
1,566.90
1,552.64
1,538.36
1,524.06
1,509.73
1,495.37
1,481.00
1,466.60
1,452.17
1,437.72
1,423.25
1,408.75
1,394.23
1,379.69
1,365.12
1,350.52
1,335.91
1,321.26
1,306.60
1,291.90
1,277.19
1,262.45
1,247.68
1,232.89
nor
rent
61
MPD Capital Loan
PAYMENT BEGINNING
DUE DATE BALANCE
Capital Loan to MPD Repayment Schedule
PRINCIPAL INTEREST
PAYMENT RATE
INTEREST
PAYMENT ENDING
2/1/2013 Amount loaned to the MPD 1,000,000.00
6/1/2013 1,000,000.00 (50,731.67) 0.02
12/1/2013 949,268.33 (48,258.90) 0.02
6/1/2014 901,009.43 (48,681.17) 0.02
12/1/2014 852,328.26 (49,107.13) 0.02
6/1/2015 803,221.13 (49,536.82) 0.02
_ 1_2/1/2015_ _ 753,684.31 __(49,970.26) _ 0.02
6/1/2016 703,714.05 (46,537.07) 0.03
12/1/2016 657,176.98 (47,200.23) 0.03
6/1/2017 609,976.75 (47,872.83) 0.03
12/1/2017 562,103.92 (48,555.02) 0.03
6/1/2018 513,548.90 (49,246.93) 0.03
12/1/2018 464,301.97 (49,948.70) 0.03
6/1/2019 414,353.27 (48,277.93) 0.04
12/1/2019 366,075.34 (49,243.49) 0.04
6/1/2020 316,831.85 (50,228.36) 0.04
12/1/2020 266,603.49 (51,232.93) 0.04
6/1/2021 215,370.56 (52,257.59) 0.04
12/1/2021 163,112.97 (53,302.74) 0.04
6/1/2022 109,810.23 (54,368.80) 0.04
12/1/2022 55,441.43 (55,441.43) 0.04
62
(5,833.33)
(8,306.10)
(7,883.83)
(7,457.87)
(7,028.18)
(6,594.74)_
(10,027.93)
(9,364.77)
(8,692.17)
(8,009.98)
(7,318.07)
(6,616.30)
(8,287.07)
(7,321.51)
(6,336.64)
(5,332.07)
(4,307.41)
(3,262.26)
(2,196.20)
(1,108.83)
(131,285.26)
949,268.33
901,009.43
852,328.26
803,221.13
753,684.31
703,714.05
657,176.98
609,976.75
562,103.92
513,548.90
464,301.97
414,353.27
366, 075.34
316,831.85
266,603.49
215,370.56
163,112.97
109,810.23
55,441.43
0.00
Prior
Current