0001718745-21-000210.txt : 20210806
0001718745-21-000210.hdr.sgml : 20210806
20210806131913
ACCESSION NUMBER: 0001718745-21-000210
CONFORMED SUBMISSION TYPE: N-MFP2
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20210730
FILED AS OF DATE: 20210806
DATE AS OF CHANGE: 20210806
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: JPMorgan Trust I
CENTRAL INDEX KEY: 0001217286
IRS NUMBER: 331043149
STATE OF INCORPORATION: DE
FILING VALUES:
FORM TYPE: N-MFP2
SEC ACT: 1940 Act
SEC FILE NUMBER: 811-21295
FILM NUMBER: 211152176
BUSINESS ADDRESS:
STREET 1: 277 PARK AVENUE
CITY: NEW YORK
STATE: NY
ZIP: 10172
BUSINESS PHONE: 800-480-4111
MAIL ADDRESS:
STREET 1: 277 PARK AVENUE
CITY: NEW YORK
STATE: NY
ZIP: 10172
FORMER COMPANY:
FORMER CONFORMED NAME: JP MORGAN MUTUAL FUND SERIES
DATE OF NAME CHANGE: 20030204
0001217286
S000002966
JPMorgan California Municipal Money Market Fund
C000008122
Morgan
VCAXX
C000073382
Service
JCVXX
C000165403
Premier
JCRXX
C000210338
Institutional Class
JGCXX
C000210339
Agency
JOYXX
N-MFP2
1
primary_doc.xml
N-MFP2
0001217286
XXXXXXXX
2021-07-30
0001217286
S000002966
5
N
N
333-103022
J.P. Morgan Investment Management Inc.
801-21011
PricewaterhouseCoopers, LLP
New York
NY
J.P. Morgan Investment Management Inc.
DST Asset Manager Solutions, Inc.
0000275143
084-00896
N
N
N
Single State
Y
17
17
46707000.00
46764000.00
41050373.65
35197520.40
41565278.13
215088033.51
208839000.00
197520373.65
172717520.40
185110278.13
0.1788
0.1835
0.1678
0.1454
0.1717
0.8236
0.8194
0.8073
0.7257
0.7646
0.00
241912109.17
241909348.18
197555.66
141701.37
241965202.47
241857892.01
1.0000
0.0006
1.0003
1.0003
1.0005
1.0004
1.0005
C000008122
1000.00
4679754.32
4677556.20
1.0003
1.0003
1.0004
1.0005
1.0005
75.20
0.82
500.00
156.15
73.18
0.00
0.00
389232.49
0.00
1431.57
623.65
390821.03
0.0001
Y
JPM Inv Mgt, Inv Adv Con, 111.69; JPM Inv Mgt, Adm Con, 74.29; JPM Inv Mgt, Inv Adv Vo, 213.08; JPM Inv Mgt, Adm Vo, 84.02; JPM Dist Svcs, Sh Serv Vo, 1178.21; JPM Dist Svcs, Sh Serv Con, 369.09; JPM Dist Svcs, Dist Vo, 406.05; DST, TA Vo, 288.04;
C000165403
1000000.00
129076678.33
129022630.97
1.0002
1.0003
1.0004
1.0004
1.0004
6705788.49
2012629.18
1528651.87
1396166.29
328037.67
5976198.08
7438500.00
5403000.00
4601000.00
2251452.66
19623252.34
16052464.08
0.0001
Y
JPM Inv Mgt, Inv Adv Cont, 2877.04; JPM Inv Mgt, Adm Cont, 1914.73; JPM Inv Mgt, Inv Adv Vol, 5492.97; JPM Inv Mgt, Adm Vol, 2165.64; JPM Dist Svcs, Sh Serv Vol, 33595.23; JPM Dist Svcs, Sh Serv Cont, 784.69;
C000210338
10000000.00
94657543.88
94612457.62
1.0004
1.0003
1.0005
1.0005
1.0005
5616439.34
3120254.42
1925354.21
6383836.24
4624303.38
9595769.87
3026527.89
5339121.41
2233300.59
4317750.14
16899897.89
26585058.34
0.0002
Y
JPM Inv Mgt, Inv Adv Cont, 2294.78; JPM Inv Mgt, Adm Cont, 1527.14; JPM Inv Mgt, Inv Adv Vol, 4381.29; JPM Inv Mgt, Adm Vol, 1727.40; JPM Dist Svcs, Sh Serv Vol, 7576.93; DST AM Sltns, TA Vol, 24.95; JPM Dist Svcs, Sh Serv Cont, 3363.04;
C000210339
5000000.00
3300702.15
3299192.38
1.0004
1.0004
1.0004
1.0004
1.0005
30.53
300000.00
0.00
700560.51
0.00
1432915.83
0.00
72054.41
0.00
110000.00
30.49
2615530.75
0.0001
Y
JPM Inv Mgt, Inv Adv Cont, 96.20; JPM Inv Mgt, Adm Cont, 64.07; JPM Inv Mgt, Inv Adv Vol, 183.76; JPM Inv Mgt, Adm Vol, 72.41; JPM Dist Svcs, Sh Serv Vol, 458.90; JPM Dist Svcs, Sh Serv Cont, 148.36;
C000073382
10000000.00
10250523.79
10246054.84
1.0003
1.0003
1.0004
1.0004
1.0004
52.94
16226.15
0.00
19196.93
115.21
96726.96
0.00
39594.53
0.00
16320.60
115.21
181703.04
0.0001
Y
JPM Inv Mgt, Inv Adv Cont, 233.62; JPM Inv Mgt, Adm Cont, 155.54; JPM Inv Mgt, Inv Adv Vol, 446.02; JPM Inv Mgt, Adm Vol, 175.84; JPM Dist Svcs, Sh Serv Vol, 2727.94; JPM Dist Svcs, Dist Vol, 5097.51;
ALAMEDA CNTY CA INDL DEV AUTH
ALAMEDA CNTY CA INDL DEV AUTH 0.050
011107AA7
US011107AA72
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
2021-08-06
2021-08-06
2027-05-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
7
N
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0005
2860000.00
2860000.00
0.0118
N
Y
N
ALAMEDA CNTY CA JT PWRS AUTH L
ALAMEDA CNTY CA JT PWRS AUTH L 5.000
010831CP8
US010831CP86
Other Municipal Security
Y
Fitch Long Rating
AA+
Fitch Short Rating
NR
Moody's Long Rating
Aa1
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
NR
2021-12-01
2021-12-01
2021-12-01
N
N
N
0.0024
116871.79
116871.79
0.0005
N
N
N
BLACKROCK MUNIYIELD CA QUALITYFUND
BLACKROCK MUNIYIELD CA QUALITYFUND 0.090
09254N806
IYIUSPF2WPGE9ZQM0H74
US09254N8065
Investment Company
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
NR
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
A-1+
2021-08-06
2021-08-06
2041-05-01
Y
TD BANK NATIONAL ASSOCIATION
1.0000
7
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
Y
TD BANK NATIONAL ASSOCIATION
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
0.0009
5000000.00
5000000.00
0.0207
N
Y
N
CALIF DEPT OF WATER RES
CALIF DEPT OF WATER RES 0.070
13067MLC6
549300X618YEC5LGBQ98
US13067MLC63
Other Municipal Security
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
2021-08-03
2021-08-03
2021-08-03
N
N
Y
BANK OF AMERICA N.A.
Liquidity facility
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
0.0007
500002.75
500002.75
0.0021
N
Y
N
CALIFORNIA (STATE OF)
CALIFORNIA (STATE OF) 0.070
13067SGP0
US13067SGP02
Other Municipal Security
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
2021-09-20
2021-09-20
2021-09-20
N
Y
US BANK NATIONAL ASSOCIATION
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
0.0007
2000028.40
2000028.40
0.0083
N
N
N
CALIFORNIA (STATE OF)
CALIFORNIA (STATE OF) 0.090
13067QEN1
US13067QEN16
Other Municipal Security
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
2021-10-19
2021-10-19
2021-10-19
N
Y
TORONTO-DOMINION BANK/NY
1.0000
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
0.0009
5000000.00
5000000.00
0.0207
N
N
N
CALIFORNIA INFRASTRUCTURE & ECON
CALIFORNIA INFRASTRUCTURE & ECON 0.080
13033TCH1
549300C1OG9RDIM8ET06
US13033TCH14
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2021-08-06
2021-08-06
2032-09-01
Y
BANK OF AMERICA N.A.
1.0000
7
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
BANK OF AMERICA N.A.
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0008
1615000.00
1615000.00
0.0067
N
Y
N
CALIFORNIA MUN FIN AUTH REV
CALIFORNIA MUN FIN AUTH REV 0.020
13048TGU1
5493000UQOV6R4ZWS346
US13048TGU16
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa2
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
2021-08-02
2021-08-02
2035-11-01
Y
CHEVRON CORPORATION
1.0000
3
N
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0002
3445000.00
3445000.00
0.0142
N
Y
Y
N
CALIFORNIA PCR FING AUTH EXEMPT
CALIFORNIA PCR FING AUTH EXEMPT 0.040
13053WAB4
US13053WAB46
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa2
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
2021-08-02
2021-08-02
2029-12-01
Y
EXXON MOBIL CORPORATION
1.0000
3
N
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0004
3140000.00
3140000.00
0.0130
N
Y
Y
N
CALIFORNIA ST
CALIFORNIA ST 5.000
13063CV56
US13063CV567
Other Municipal Security
Y
Fitch Long Rating
AA
Fitch Short Rating
NR
Moody's Long Rating
Aa2
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
NR
2021-09-01
2021-09-01
2021-09-01
N
N
N
0.0017
501927.70
501927.70
0.0021
N
N
N
CALIFORNIA ST INFRASTRUCTURE &
CALIFORNIA ST INFRASTRUCTURE & 0.050
13033W6M0
549300C1OG9RDIM8ET06
US13033W6M09
Variable Rate Demand Note
Y
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2021-08-06
2021-08-06
2040-10-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
7
N
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0005
545000.00
545000.00
0.0023
N
Y
N
CALIFORNIA ST MUNI FIN AUTH MF HSG REVENUE
CALIFORNIA ST MUNI FIN AUTH MF HSG REVENUE 0.040
130483BW9
5493000UQOV6R4ZWS346
US130483BW93
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
2021-08-06
2021-08-06
2047-10-01
Y
FEDERAL HOME LOAN MORTGAGE CORPORATION DBA FEDERAL HOME LOAN MORTGAGE CORPORATIO
1.0000
7
N
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
Y
FEDERAL HOME LOAN MORTGAGE CORPORATION DBA FEDERAL HOME LOAN MORTGAGE CORPORATIO
1.0000
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
N
0.0004
250000.00
250000.00
0.0010
N
Y
N
CALIFORNIA ST MUNI FIN AUTH REVENUE
CALIFORNIA ST MUNI FIN AUTH REVENUE 0.020
13048TGV9
5493000UQOV6R4ZWS346
US13048TGV98
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa2
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
2021-08-02
2021-08-02
2035-11-01
Y
CHEVRON CORPORATION
1.0000
3
N
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0002
7460000.00
7460000.00
0.0308
N
Y
Y
N
CALIFORNIA ST STWD CMNTYS DEV AUTH REVENUE
CALIFORNIA ST STWD CMNTYS DEV AUTH REVENUE 0.020
130795W29
549300KTNI2GCJNX2U48
US130795W298
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa1
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2021-08-02
2021-08-02
2047-08-15
Y
US BANK NATIONAL ASSOCIATION
1.0000
3
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
Y
US BANK NATIONAL ASSOCIATION
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
0.0002
7005000.00
7005000.00
0.0290
N
Y
Y
N
CALIFORNIA STATEWIDE CMNTYS DEV AUTH REV
CALIFORNIA STATEWIDE CMNTYS DEV AUTH REV 0.020
130795VL8
549300KTNI2GCJNX2U48
US130795VL87
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa1
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2021-08-02
2021-08-02
2047-08-15
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
3
N
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0002
1790000.00
1790000.00
0.0074
N
Y
Y
N
CALIFORNIA STATEWIDE COM
CALIFORNIA STATEWIDE COM 0.090
13080LJD2
549300KTNI2GCJNX2U48
US13080LJD29
Other Municipal Security
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
2021-10-13
2021-10-13
2021-10-13
N
N
N
0.0009
3000000.00
3000000.00
0.0124
N
N
N
CALIFORNIA STATEWIDE COM
CALIFORNIA STATEWIDE COM 0.160
13078URB1
549300KTNI2GCJNX2U48
US13078URB16
Other Municipal Security
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
2021-09-08
2021-09-08
2021-09-08
N
N
N
0.0016
8000612.80
8000612.80
0.0331
N
N
N
DESERT CMNTY CLG DIST CA
DESERT CMNTY CLG DIST CA 5.000
250375FS6
US250375FS68
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa2
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
NR
2021-08-01
2021-08-01
2021-08-01
N
N
N
0.0019
115000.00
115000.00
0.0005
N
Y
Y
N
IMPERIAL CA IRR DIST ELEC REVE
IMPERIAL CA IRR DIST ELEC REVE 5.000
452650EH3
US452650EH37
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
A1
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
NR
2021-11-01
2021-11-01
2021-11-01
N
N
N
0.0024
177120.02
177120.02
0.0007
N
N
N
IMPERIAL CALIF PUB FING AUTHRE
IMPERIAL CALIF PUB FING AUTHRE 3.250
452671AV2
US452671AV20
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
NR
2021-10-15
2021-10-15
2021-10-15
N
N
N
0.0028
100608.87
100608.87
0.0004
N
N
N
IRVINE CALIF IMPT BD ACT 1915
IRVINE CALIF IMPT BD ACT 1915 0.020
463608U31
549300PJ9FL2XGFR8J79
US463608U310
Variable Rate Demand Note
Y
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa3
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2021-08-02
2021-08-02
2029-09-02
Y
US BANK NATIONAL ASSOCIATION
1.0000
3
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
Y
US BANK NATIONAL ASSOCIATION
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
0.0002
500000.00
500000.00
0.0021
N
Y
Y
N
IRVINE CALIF IMPT BD ACT 1915
IRVINE CALIF IMPT BD ACT 1915 0.020
4636087F0
549300PJ9FL2XGFR8J79
US4636087F04
Variable Rate Demand Note
Y
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa3
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2021-08-02
2021-08-02
2029-09-02
Y
US BANK NATIONAL ASSOCIATION
1.0000
3
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
Y
US BANK NATIONAL ASSOCIATION
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
0.0002
1100000.00
1100000.00
0.0045
N
Y
Y
N
IRVINE CALIF IMPT BD ACT 1915
IRVINE CALIF IMPT BD ACT 1915 0.020
46360RAT4
549300PJ9FL2XGFR8J79
US46360RAT41
Variable Rate Demand Note
Y
Fitch Long Rating
A
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2021-08-02
2021-08-02
2032-09-02
Y
SUMITOMO MITSUI BANKING CORPORATION
1.0000
3
N
Fitch Long Rating
A
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
Y
SUMITOMO MITSUI BANKING CORPORATION
1.0000
Fitch Long Rating
A
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
N
0.0002
3100000.00
3100000.00
0.0128
N
Y
Y
N
IRVINE RANCH CA WTR DIST
IRVINE RANCH CA WTR DIST 0.020
4636324H9
2ZRS7W19IBMY48SFBI68
US4636324H96
Variable Rate Demand Note
Y
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa3
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
2021-08-02
2021-08-02
2041-10-01
Y
US BANK NATIONAL ASSOCIATION
1.0000
3
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
Y
US BANK NATIONAL ASSOCIATION
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
0.0002
1435000.00
1435000.00
0.0059
N
Y
Y
N
LIVERMORE VLY CA JT UNIF SCH D
LIVERMORE VLY CA JT UNIF SCH D 5.000
538310H97
US538310H972
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa3
Moody's Short Rating
NR
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2021-08-01
2021-08-01
2021-08-01
N
N
N
0.0018
500000.00
500000.00
0.0021
N
Y
Y
N
LODI CA PUBLIC FING AUTH WSTWT
LODI CA PUBLIC FING AUTH WSTWT 4.000
540255AJ5
US540255AJ55
Other Municipal Security
Y
Fitch Long Rating
AA-
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
NR
2021-10-01
2021-10-01
2021-10-01
N
N
N
0.0024
201258.68
201258.68
0.0008
N
N
N
LOS ALTOS CA SCH DIST
LOS ALTOS CA SCH DIST 4.000
544290GW3
US544290GW36
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa1
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
NR
2021-08-01
2021-08-01
2021-08-01
N
N
N
0.0024
300000.00
300000.00
0.0012
N
Y
Y
N
LOS ANGELES CA
LOS ANGELES CA 4.000
544351PL7
549300E7TO710PTXPJ65
US544351PL75
Other Municipal Security
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
2022-06-23
2022-06-23
2022-06-23
N
N
N
0.0013
408891.91
408891.91
0.0017
N
N
N
LOS ANGELES CA CMNTY CLG DIST
LOS ANGELES CA CMNTY CLG DIST 4.000
54438CVA7
US54438CVA79
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aaa
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
NR
2021-08-01
2021-08-01
2021-08-01
N
N
N
0.0021
175000.00
175000.00
0.0007
N
Y
Y
N
LOS ANGELES CA DEPT OF WTR & P
LOS ANGELES CA DEPT OF WTR & P 0.020
544525YL6
549300S8NXV6YU61GG95
US544525YL67
Variable Rate Demand Note
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
2021-08-02
2021-08-02
2045-07-01
Y
TORONTO-DOMINION BANK/NY
1.0000
3
Y
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0002
1000000.00
1000000.00
0.0041
N
Y
Y
N
LOS ANGELES CA DEPT OF WTR & P
LOS ANGELES CA DEPT OF WTR & P 0.010
544525A81
US544525A816
Variable Rate Demand Note
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2021-08-02
2021-08-02
2050-07-01
Y
TD BANK NATIONAL ASSOCIATION
1.0000
3
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0001
1000000.00
1000000.00
0.0041
N
Y
Y
N
LOS ANGELES CNTY CAPITAL
LOS ANGELES CNTY CAPITAL 0.120
54468SDT4
US54468SDT42
Other Municipal Security
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
2021-08-03
2021-08-03
2021-08-03
N
Y
US BANK NATIONAL ASSOCIATION
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
0.0012
5750056.93
5750056.93
0.0238
N
Y
N
LOS ANGELES MUNI IMPRVMT
LOS ANGELES MUNI IMPRVMT 0.060
54459KPD4
549300ZJ0YLTZNSR8F57
US54459KPD45
Other Municipal Security
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
2021-08-05
2021-08-05
2021-08-05
N
Y
BMO HARRIS BANK NATIONAL ASSOCIATION
1.0000
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0006
999998.40
999998.40
0.0041
N
Y
N
LOS ANGELES MUNI IMPRVMT
LOS ANGELES MUNI IMPRVMT 0.140
54459QV77
549300ZJ0YLTZNSR8F57
US54459QV773
Other Municipal Security
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
2021-08-12
2021-08-12
2021-08-12
N
Y
US BANK NATIONAL ASSOCIATION
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
0.0014
3000096.00
3000096.00
0.0124
N
N
N
LOS ANGELES MUNI IMPRVMT
LOS ANGELES MUNI IMPRVMT 0.080
54459KPA0
549300ZJ0YLTZNSR8F57
US54459KPA06
Other Municipal Security
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
2021-08-10
2021-08-10
2021-08-10
N
Y
BMO HARRIS BANK NATIONAL ASSOCIATION
1.0000
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0008
7000147.70
7000147.70
0.0289
N
N
N
LOS ANGELES WASTEWATER
LOS ANGELES WASTEWATER 0.060
54466BBP3
US54466BBP31
Other Municipal Security
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
2021-08-19
2021-08-19
2021-08-19
N
Y
TORONTO-DOMINION BANK/NY
1.0000
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
0.0006
6499964.25
6499964.25
0.0269
N
N
N
MET WTR DIST OF STHRN CA
MET WTR DIST OF STHRN CA 0.010
59266TMQ1
5493003GD0S0P56RLT45
US59266TMQ12
Variable Rate Demand Note
Y
Fitch Long Rating
AA+
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AAA
Standard & Poor's Short Rating
A-1+
2021-08-02
2021-08-02
2037-07-01
Y
TD BANK NATIONAL ASSOCIATION
1.0000
3
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0001
200000.00
200000.00
0.0008
N
Y
Y
N
MET WTR DIST OF STHRN CA
MET WTR DIST OF STHRN CA 0.010
59266TPE5
5493003GD0S0P56RLT45
US59266TPE54
Variable Rate Demand Note
Y
Fitch Long Rating
AA+
Fitch Short Rating
F1+
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AAA
Standard & Poor's Short Rating
A-1+
2021-08-02
2021-08-02
2037-07-01
Y
TD BANK NATIONAL ASSOCIATION
1.0000
3
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0001
2970000.00
2970000.00
0.0123
N
Y
Y
N
MET WTR DIST OF STHRN CA
MET WTR DIST OF STHRN CA 0.010
59266TMS7
5493003GD0S0P56RLT45
US59266TMS77
Variable Rate Demand Note
Y
Fitch Long Rating
AA+
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AAA
Standard & Poor's Short Rating
A-1+
2021-08-02
2021-08-02
2037-07-01
Y
TD BANK NATIONAL ASSOCIATION
1.0000
3
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0001
1200000.00
1200000.00
0.0050
N
Y
Y
N
MODESTO CA IRR DIST FING AUTH
MODESTO CA IRR DIST FING AUTH 5.000
607769FD3
S6U6XLZ7IOWYIG8C8H50
US607769FD37
Other Municipal Security
Y
Fitch Long Rating
AA-
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
NR
2021-09-01
2021-09-01
2021-09-01
N
N
N
0.0024
100386.33
100386.33
0.0004
N
N
N
NUVEEN CALIF DIVID ADVANTAGE MUN
NUVEEN CALIF DIVID ADVANTAGE MUN 0.110
20258BB
549300ZT6V9X5U9BHR46
US67066Y6005
0001074952
Investment Company
Y
Fitch Long Rating
AA
Fitch Short Rating
F1
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
A-1
2021-08-06
2021-08-06
2041-06-01
Y
SOCIETE GENERALE SA
1.0000
7
N
Fitch Long Rating
A
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
Y
SOCIETE GENERALE SA
1.0000
Fitch Long Rating
A
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
N
0.0011
7000000.00
7000000.00
0.0289
N
Y
N
NUVEEN CALIF DIVID ADVANTAGE MUN FD
NUVEEN CALIF DIVID ADVANTAGE MUN FD 0.090
20254BB
549300ZT6V9X5U9BHR46
US67066Y8811
0000868440
Investment Company
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
A-1+
2021-08-06
2021-08-06
2042-12-01
Y
ROYAL BANK OF CANADA
1.0000
7
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
Y
ROYAL BANK OF CANADA
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
0.0009
4000000.00
4000000.00
0.0165
N
Y
N
OTAY CA WTR DIST WTR REVENUE
OTAY CA WTR DIST WTR REVENUE 5.000
68881TAS6
US68881TAS69
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
NR
2021-09-01
2021-09-01
2021-09-01
N
N
N
0.0012
100386.33
100386.33
0.0004
N
N
N
PINE RIDGE CA ELEM SCH DIST
PINE RIDGE CA ELEM SCH DIST 4.000
722746AR5
US722746AR56
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
SP-1+
2022-02-01
2022-02-01
2022-02-01
N
N
N
0.0015
509804.60
509804.60
0.0021
N
N
N
PLACENTIA-YORBA LINDA CA UNIF
PLACENTIA-YORBA LINDA CA UNIF 4.000
726000DH2
US726000DH24
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
NR
2021-10-01
2021-10-01
2021-10-01
N
N
N
0.0025
1247518.74
1247518.74
0.0052
N
N
N
PUB UTIL COM SAN FRAN
PUB UTIL COM SAN FRAN 0.080
79769KCD0
US79769KCD00
Other Municipal Security
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
2021-09-09
2021-09-09
2021-09-09
N
Y
SUMITOMO MITSUI BANKING CORPORATION
1.0000
Fitch Long Rating
A
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
N
0.0008
11000247.50
11000247.50
0.0455
N
N
N
RBC MUNI PRODUCTS INC TRUST
RBC MUNI PRODUCTS INC TRUST 0.170
74934RL95
US74934RL952
Tender Option Bond
Y
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2021-10-01
2021-10-01
2041-10-01
Y
ROYAL BANK OF CANADA
1.0000
63
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
Y
ROYAL BANK OF CANADA
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
0.0017
2000000.00
2000000.00
0.0083
N
N
N
RIVERSIDE CA SWR REVENUE
RIVERSIDE CA SWR REVENUE 5.000
769047JB8
US769047JB86
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
A1
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
NR
2021-08-01
2021-08-01
2021-08-01
N
N
N
0.0028
140000.00
140000.00
0.0006
N
Y
Y
N
RIVERSIDE CNTY CA TEETER OBLG
RIVERSIDE CNTY CA TEETER OBLG 0.500
76914AAN2
254900CB5HEOBAVTY629
US76914AAN28
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
F1+
Moody's Long Rating
NR
Moody's Short Rating
MIG1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2021-10-21
2021-10-21
2021-10-21
N
N
N
0.0027
2002000.00
2002000.00
0.0083
N
N
N
RIVERSIDE CNTY CA TRANSPRTN CO
RIVERSIDE CNTY CA TRANSPRTN CO 4.000
769125FN0
5493003G0IESJS57M350
US769125FN08
Other Municipal Security
Y
Fitch Long Rating
AA
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
NR
2022-06-01
2022-06-01
2022-06-01
N
N
N
0.0010
144570.90
144570.90
0.0006
N
N
N
SACRAMENTO CNTY CA HSG AUTH
SACRAMENTO CNTY CA HSG AUTH 0.010
786111EV2
US786111EV25
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
2021-08-06
2021-08-06
2029-07-15
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
7
N
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
N
0.0001
1265000.00
1265000.00
0.0052
N
Y
N
SAN DIEGO CA PUBLIC FACS FING
SAN DIEGO CA PUBLIC FACS FING 5.000
79730CGL2
US79730CGL28
Other Municipal Security
Y
Fitch Long Rating
AA-
Fitch Short Rating
NR
Moody's Long Rating
Aa3
Moody's Short Rating
NR
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2021-08-01
2021-08-01
2021-08-01
N
N
N
0.0020
545000.00
545000.00
0.0023
N
Y
Y
N
SAN DIEGO CA UNIF SCH DIST
SAN DIEGO CA UNIF SCH DIST 4.000
797356CZ3
US797356CZ32
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
SP-1+
2022-06-30
2022-06-30
2022-06-30
N
N
N
0.0014
362643.37
362643.37
0.0015
N
N
N
SAN DIEGO CNTY CA REGL TRANSPR
SAN DIEGO CNTY CA REGL TRANSPR 5.000
797400GV4
W4FR340A6EQ2SSI17B56
US797400GV46
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa2
Moody's Short Rating
NR
Standard & Poor's Long Rating
AAA
Standard & Poor's Short Rating
NR
2022-04-01
2022-04-01
2022-04-01
N
N
N
0.0013
284028.91
284028.91
0.0012
N
N
N
SAN FRAN AIRPORT COMM
SAN FRAN AIRPORT COMM 0.110
79769UBJ6
549300RA28ZEFOB6M782
US79769UBJ60
Other Municipal Security
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
2021-11-03
2021-11-03
2021-11-03
N
Y
US BANK NATIONAL ASSOCIATION
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
0.0011
1999947.40
1999947.40
0.0083
N
N
N
SAN FRANCISCO CA ST BLDG AUTH
SAN FRANCISCO CA ST BLDG AUTH 4.000
79772LDQ3
US79772LDQ32
Other Municipal Security
Y
Fitch Long Rating
AA-
Fitch Short Rating
NR
Moody's Long Rating
Aa3
Moody's Short Rating
NR
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
NR
2021-12-01
2021-12-01
2021-12-01
N
N
N
0.0023
253124.50
253124.50
0.0010
N
N
N
SAN JOAQUIN CNTY CA TRANSPRTN
SAN JOAQUIN CNTY CA TRANSPRTN 5.000
798110BV3
US798110BV32
Other Municipal Security
Y
Fitch Long Rating
AA
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
NR
2022-03-01
2022-03-01
2022-03-01
N
N
N
0.0015
205738.70
205738.70
0.0008
N
N
N
SAN JOSE CA MF HSG REVENUE
SAN JOSE CA MF HSG REVENUE 0.050
798165BF2
549300QHIHSH68W22O38
US798165BF28
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
WR
Moody's Short Rating
WR
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
2021-08-06
2021-08-06
2032-03-01
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
7
N
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
N
0.0005
8500000.00
8500000.00
0.0351
N
Y
N
SAN JOSE CA MF HSG REVENUE
SAN JOSE CA MF HSG REVENUE 0.060
798165CE4
549300QHIHSH68W22O38
US798165CE44
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
2021-08-06
2021-08-06
2032-03-01
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
7
N
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
N
0.0006
2000000.00
2000000.00
0.0083
N
Y
N
SAN JOSE CA UNIF SCH DIST SANT
SAN JOSE CA UNIF SCH DIST SANT 4.000
798186K76
US798186K769
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa1
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
NR
2022-08-01
2022-08-01
2022-08-01
N
N
N
0.0015
103939.62
103939.62
0.0004
N
N
N
SAN JUAN CA UNIF SCH DIST
SAN JUAN CA UNIF SCH DIST 4.000
798306PV2
US798306PV22
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa2
Moody's Short Rating
NR
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2021-08-01
2021-08-01
2021-08-01
N
N
N
0.0026
145000.00
145000.00
0.0006
N
Y
Y
N
SAN RAMON VLY CA UNIF SCH DIST
SAN RAMON VLY CA UNIF SCH DIST 4.000
799408P52
US799408P526
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa1
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
NR
2021-08-01
2021-08-01
2021-08-01
N
N
N
0.0019
140000.00
140000.00
0.0006
N
Y
Y
N
SOLANO CNTY CA COPS
SOLANO CNTY CA COPS 5.000
834131HA5
US834131HA54
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
NR
2021-11-01
2021-11-01
2021-11-01
N
N
N
0.0022
101203.93
101203.93
0.0004
N
N
N
SONOMA CNTY CA JNR CLG DIST
SONOMA CNTY CA JNR CLG DIST 4.000
835569FQ2
549300C1BQ28FZTVYK25
US835569FQ23
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa2
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
NR
2021-08-01
2021-08-01
2021-08-01
N
N
N
0.0021
100000.00
100000.00
0.0004
N
Y
Y
N
STHRN CALIFORNIA ST PUBLIC PWR
STHRN CALIFORNIA ST PUBLIC PWR 5.000
842477TP6
5493003B5TD5FWUKMD34
US842477TP66
Other Municipal Security
Y
Fitch Long Rating
AA-
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
NR
2022-07-01
2022-07-01
2022-07-01
N
N
N
0.0014
276961.68
276961.68
0.0011
N
N
N
TENDER OPTION BOND TRUST
TENDER OPTION BOND TRUST 0.050
88034NUP7
US88034NUP76
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1
2021-08-06
2021-08-06
2043-10-01
Y
MORGAN STANLEY BANK NA
1.0000
7
Y
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa3
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0005
6900000.00
6900000.00
0.0285
N
Y
N
TENDER OPTION BOND TRUST
TENDER OPTION BOND TRUST 0.050
88034NYT5
US88034NYT52
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AAA
Standard & Poor's Short Rating
A-1
2021-08-06
2021-08-06
2045-09-01
Y
MORGAN STANLEY BANK NA
1.0000
7
Y
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa3
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0005
2230000.00
2230000.00
0.0092
N
Y
N
TENDER OPTION BOND TRUST
TENDER OPTION BOND TRUST 0.050
88034NN34
US88034NN349
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1
2021-08-06
2021-08-06
2048-06-01
Y
MORGAN STANLEY BANK NA
1.0000
7
Y
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa3
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0005
3080000.00
3080000.00
0.0127
N
Y
N
TENDER OPTION BOND TRUST
TENDER OPTION BOND TRUST 0.040
88034NSJ4
US88034NSJ45
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1
2021-08-06
2021-08-06
2047-10-01
Y
BANK OF AMERICA N.A.
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0004
4590000.00
4590000.00
0.0190
N
Y
N
TENDER OPTION BOND TRUST
TENDER OPTION BOND TRUST 0.050
88034NTF1
US88034NTF14
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AAA
Standard & Poor's Short Rating
A-1
2021-08-06
2021-08-06
2046-06-01
Y
MORGAN STANLEY BANK NA
1.0000
7
Y
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa3
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0005
2000000.00
2000000.00
0.0083
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 0.060
88034XKS0
US88034XKS08
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa2
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2021-08-06
2021-08-06
2040-04-01
Y
BARCLAYS BANK PLC
1.0000
7
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
Y
BARCLAYS BANK PLC
1.0000
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
N
0.0006
7105000.00
7105000.00
0.0294
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 0.040
88034XWQ1
US88034XWQ14
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
2021-08-06
2021-08-06
2049-08-01
Y
ROYAL BANK OF CANADA
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
Y
ROYAL BANK OF CANADA
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
0.0004
3300000.00
3300000.00
0.0136
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 0.050
88034X2Z4
US88034X2Z46
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1
2021-08-06
2021-08-06
2055-08-01
Y
BANK OF AMERICA N.A.
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
BANK OF AMERICA N.A.
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0005
1590000.00
1590000.00
0.0066
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 0.060
88034XMS8
US88034XMS89
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa2
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2021-08-06
2021-08-06
2049-04-01
Y
BARCLAYS BANK PLC
1.0000
7
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
Y
BARCLAYS BANK PLC
1.0000
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
N
0.0006
4250000.00
4250000.00
0.0176
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 0.050
88034XLP5
US88034XLP59
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1
2021-08-06
2021-08-06
2052-04-01
Y
MORGAN STANLEY BANK NA
1.0000
7
Y
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa3
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0005
4260000.00
4260000.00
0.0176
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 0.060
88034WAS3
US88034WAS35
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1
2021-08-06
2021-08-06
2046-05-01
Y
BARCLAYS BANK PLC
1.0000
7
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
Y
BARCLAYS BANK PLC
1.0000
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
N
0.0006
4380000.00
4380000.00
0.0181
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 0.040
88033UVD8
US88033UVD89
Tender Option Bond
Y
Fitch Long Rating
AAA
Fitch Short Rating
F1
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2021-08-06
2021-08-06
2046-02-01
Y
BARCLAYS BANK PLC
1.0000
7
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
N
N
0.0004
4160000.00
4160000.00
0.0172
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 0.060
88034WKM5
US88034WKM54
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1
2021-08-06
2021-08-06
2050-05-01
Y
BARCLAYS BANK PLC
1.0000
7
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
Y
BARCLAYS BANK PLC
1.0000
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
N
0.0006
9195000.00
9195000.00
0.0380
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 0.050
88034WBB9
US88034WBB90
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1
2021-08-06
2021-08-06
2047-07-01
Y
MORGAN STANLEY BANK NA
1.0000
7
Y
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa3
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0005
2300000.00
2300000.00
0.0095
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 0.040
88034UAZ1
US88034UAZ12
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1
2021-08-06
2021-08-06
2043-04-01
Y
CITIBANK N. A.
1.0000
7
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
Aa3
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0004
5435000.00
5435000.00
0.0225
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 0.050
88034XW40
US88034XW406
Tender Option Bond
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
2021-08-06
2021-08-06
2048-08-01
Y
ROYAL BANK OF CANADA - NY
1.0000
7
Y
Fitch Long Rating
AA+
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0005
3730000.00
3730000.00
0.0154
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 0.050
88034XN32
US88034XN322
Tender Option Bond
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa3
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
2021-08-06
2021-08-06
2050-08-01
Y
ROYAL BANK OF CANADA - NY
1.0000
7
Y
Fitch Long Rating
AA+
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0005
5000000.00
5000000.00
0.0207
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 0.050
88034RH73
US88034RH730
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1
2021-08-06
2021-08-06
2048-12-01
Y
BANK OF AMERICA N.A.
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0005
3000000.00
3000000.00
0.0124
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 0.050
88034XHR6
US88034XHR61
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1
2021-08-06
2021-08-06
2048-10-01
Y
BARCLAYS BANK PLC
1.0000
7
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
N
N
0.0005
4775000.00
4775000.00
0.0197
N
Y
N
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES 0.050
88033SH98
US88033SH987
Tender Option Bond
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2021-08-06
2021-08-06
2038-05-15
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
7
Y
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0005
7500000.00
7500000.00
0.0310
N
Y
N
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES 0.040
88033U4H9
US88033U4H93
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1
2021-08-06
2021-08-06
2047-07-01
Y
BANK OF AMERICA N.A.
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0004
4465000.00
4465000.00
0.0185
N
Y
N
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES 0.050
88034M6N1
US88034M6N15
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1
2021-08-06
2021-08-06
2051-12-01
Y
BANK OF AMERICA N.A.
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0005
5265000.00
5265000.00
0.0218
N
Y
N
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES 0.050
88034MAC0
US88034MAC01
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa1
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2021-08-06
2021-08-06
2047-08-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
7
Y
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0005
3750000.00
3750000.00
0.0155
N
Y
N
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES 0.050
88034RMP7
US88034RMP72
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1
2021-08-06
2021-08-06
2042-06-01
Y
MORGAN STANLEY BANK NA
1.0000
7
Y
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa3
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0005
1000000.00
1000000.00
0.0041
N
Y
N
TURLOCK CA IRR DIST
TURLOCK CA IRR DIST 5.000
900190JQ3
5493001J7IGC81HEQJ12
US900190JQ36
Other Municipal Security
Y
Fitch Long Rating
AA-
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
NR
2022-01-01
2022-01-01
2022-01-01
N
N
N
0.0024
102020.46
102020.46
0.0004
N
N
N
UNIV OF CALIFORNIA CA REVENUES
UNIV OF CALIFORNIA CA REVENUES 0.020
91412GSK2
US91412GSK21
Variable Rate Demand Note
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
2021-08-02
2021-08-02
2048-05-15
Y
UNIVERSITY OF CALIFORNIA
1.0000
3
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
N
N
0.0002
200000.00
200000.00
0.0008
N
Y
Y
N
UNIV OF CALIFORNIA CA REVENUES
UNIV OF CALIFORNIA CA REVENUES 0.010
91412GSH9
US91412GSH91
Variable Rate Demand Note
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
2021-08-02
2021-08-02
2048-05-15
Y
UNIVERSITY OF CALIFORNIA
1.0000
3
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
N
N
0.0001
3710000.00
3710000.00
0.0153
N
Y
Y
N
W BASIN CA MUNI WTR DIST REVEN
W BASIN CA MUNI WTR DIST REVEN 5.000
951254AH4
54930017XCXSHT6Y5458
US951254AH40
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa2
Moody's Short Rating
NR
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
NR
2021-08-01
2021-08-01
2021-08-01
N
N
N
0.0023
150000.00
150000.00
0.0006
N
Y
Y
N
JPMorgan California Municipal Money Market Fund
2021-08-06
Timothy J. Clemens
Timothy J. Clemens
Treasurer