0001718745-23-000018.txt : 20230406
0001718745-23-000018.hdr.sgml : 20230406
20230406145543
ACCESSION NUMBER: 0001718745-23-000018
CONFORMED SUBMISSION TYPE: N-MFP2
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230406
DATE AS OF CHANGE: 20230406
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: 23805788
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
2023-03-31
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
20
20
66752437.55
95532494.27
50871829.29
41050000.00
89690000.00
399987231.11
348317494.27
310956829.29
284165000.00
364642000.00
0.1370
0.1896
0.1114
0.0944
0.1821
0.8208
0.6915
0.6812
0.6536
0.7405
0.00
490290685.58
490390415.33
2080922.10
1146838.81
491324498.62
491227524.88
1.0000
0.0365
1.0002
1.0002
1.0002
1.0000
1.0000
C000008122
1000.00
8057870.80
8056803.78
1.0001
1.0002
1.0001
0.9999
0.9999
76689.71
69630.84
251996.45
508632.99
50698.25
3000.00
242758.69
309699.54
15575.00
385197.19
572229.39
1275521.70
0.0306
Y
JPMIM, IA Cont, 64.69; JPMIM, Adm Cont, 43.19; JPMIM, IA Vol, 2.58; JPMDS, Sh Serv Cont, 113.59;
C000165403
1000000.00
164422846.28
164391017.96
1.0002
1.0002
1.0002
1.0000
1.0000
11499416.56
3224800.91
6277279.14
7693025.28
2875269.55
16461698.74
13590496.84
24518409.16
18900532.97
16822501.13
49222180.03
66646435.22
0.0320
Y
JPMIM, IA Cont, 1348.65; JPMIM, Adm Cont, 899.10; JPMIM, IA Vol, 53.51;
C000210338
10000000.00
236822542.67
236773007.33
1.0002
1.0003
1.0002
1.0000
1.0000
32556975.51
15438557.27
52894956.68
34243652.76
5320042.32
18861040.35
6255369.11
15378496.11
41260743.12
2247232.35
125473819.19
72322241.43
0.0344
Y
JPMIM, IA Cont, 1592.58; JPMIM, Adm Cont, 1061.66; JPMIM, IA Vol, 55.61; JPMDS, Sh Serv Cont, 7201.91;
C000210339
5000000.00
75879669.14
75866363.63
1.0002
1.0002
1.0002
1.0000
1.0000
4954189.81
230954.95
3064000.00
106981.86
11139.50
20147397.35
13443995.82
15244458.85
29683332.07
13048097.36
46400866.12
48777890.37
0.0339
Y
JPMIM, IA Cont, 539.81; JPMIM, Adm Cont, 359.90; JPMIM, IA Vol, 23.11; JPMDS, Sh Serv Cont, 2429.00;
C000073382
10000000.00
6141569.73
6140332.18
1.0002
1.0002
1.0002
1.0000
1.0000
9914.66
244565.11
0.00
104898.98
0.00
258890.04
0.00
6061.50
0.00
3339.29
0.00
377101.06
0.0260
Y
JPMIM, IA Cont, 48.18; JPMIM, Adm Cont, 32.06; JPMIM, IA Vol, 1.91; JPMDS, Sh Serv Cont, 2.63;
ABAG CA FIN AUTH FOR NONPROFIT
ABAG CA FIN AUTH FOR NONPROFIT 3.670
00037NND4
549300EWVCCTI6O2KU84
US00037NND48
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+
2023-04-10
2023-04-10
2038-05-15
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
10
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
0.0367
3000000.00
3000000.00
0.0061
N
Y
N
ABAG CA FIN AUTH FOR NONPROFIT CORPS
ABAG CA FIN AUTH FOR NONPROFIT CORPS 3.450
00037CNR7
549300EWVCCTI6O2KU84
US00037CNR78
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
AA+
Standard & Poor's Short Rating
A-1
2023-04-10
2023-04-10
2024-08-01
Y
BANK OF AMERICA N.A.
1.0000
10
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
0.0345
1135000.00
1135000.00
0.0023
N
Y
N
ALAMEDA CALIF PUB FING AUTH REV
ALAMEDA CALIF PUB FING AUTH REV 3.750
010808CB7
US010808CB73
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
2023-04-10
2023-04-10
2033-12-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
10
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
0.0375
300000.00
300000.00
0.0006
N
Y
N
ALAMEDA CNTY CA INDL DEV AUTH
ALAMEDA CNTY CA INDL DEV AUTH 4.020
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
2023-04-10
2023-04-10
2027-05-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
10
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
0.0402
280000.00
280000.00
0.0006
N
Y
N
ALAMEDA CNTY CA INDL DEV AUTH INDL REVENUE
ALAMEDA CNTY CA INDL DEV AUTH INDL REVENUE 3.800
011106AP6
US011106AP68
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
2023-04-10
2023-04-10
2025-10-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
10
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
0.0380
3330000.00
3330000.00
0.0068
N
Y
N
ANTELOPE VLY-E KERN CA WTR AGY COPS
ANTELOPE VLY-E KERN CA WTR AGY COPS 3.450
03672TCN5
US03672TCN54
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
AA+
Standard & Poor's Short Rating
A-1
2023-04-10
2023-04-10
2037-06-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
10
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
0.0345
535000.00
535000.00
0.0011
N
Y
N
BAY AREA CA TOLL AUTH TOLL BRIDGE REVENUE
BAY AREA CA TOLL AUTH TOLL BRIDGE REVENUE 3.180
072024KE1
5493001FUZGUQMIP5D78
US072024KE11
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
AA+
Standard & Poor's Short Rating
A-1
2023-04-10
2023-04-10
2047-04-01
Y
MUFG BANK LTD. - NEW YORK BRANCH
1.0000
10
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
MUFG BANK LTD. - NEW YORK BRANCH
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
0.0318
600000.00
600000.00
0.0012
N
Y
N
BAY AREA CA TOLL AUTH TOLL BRIDGE REVENUE
BAY AREA CA TOLL AUTH TOLL BRIDGE REVENUE 3.400
072024UN0
5493001FUZGUQMIP5D78
US072024UN00
Variable Rate Demand Note
Y
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1
2023-04-10
2023-04-10
2047-04-01
Y
BANK OF AMERICA N.A.
1.0000
10
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
0.0340
910000.00
910000.00
0.0019
N
Y
N
BIG BEAR LAKE CALIF INDL REV
BIG BEAR LAKE CALIF INDL REV 3.920
08901KAR9
US08901KAR95
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
A+
Standard & Poor's Short Rating
A-1
2023-04-10
2023-04-10
2028-12-01
Y
BANK OF AMERICA N.A.
1.0000
10
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
0.0392
850000.00
850000.00
0.0017
N
Y
N
CALIFORNIA (STATE OF)
CALIFORNIA (STATE OF) 3.300
13067AFF2
US13067AFF21
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+
2023-06-27
2023-06-27
2023-06-27
N
Y
UBS AG-STAMFORD BRANCH
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
0.0330
4000472.80
4000472.80
0.0081
N
N
N
CALIFORNIA (STATE OF)
CALIFORNIA (STATE OF) 3.070
13067SKX8
US13067SKX89
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+
2023-04-18
2023-04-18
2023-04-18
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
0.0307
2999687.10
2999687.10
0.0061
N
N
N
CALIFORNIA HEALTH FACS FING AUTH REV
CALIFORNIA HEALTH FACS FING AUTH REV 3.400
13033LFL6
5493007RI8BUDOGHZ546
US13033LFL62
Variable Rate Demand Note
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
WR
Moody's Short Rating
WR
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
2023-04-10
2023-04-10
2040-10-01
Y
SCRIPPS HEALTH
1.0000
10
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
WR
Moody's Short Rating
WR
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
N
N
0.0340
1280000.00
1280000.00
0.0026
N
Y
N
CALIFORNIA HEALTH FACS FING AUTH REV
CALIFORNIA HEALTH FACS FING AUTH REV 3.400
13033F7N4
5493007RI8BUDOGHZ546
US13033F7N44
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa3
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
2023-04-03
2023-04-03
2028-09-01
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
0.0340
1575000.00
1575000.00
0.0032
N
Y
Y
N
CALIFORNIA HLTH FACS FIN AUTH REV
CALIFORNIA HLTH FACS FIN AUTH REV 3.350
13033ACF6
5493007RI8BUDOGHZ546
US13033ACF66
Variable Rate Demand Note
Y
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
WR
Moody's Short Rating
WR
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
2023-04-10
2023-04-10
2024-10-01
Y
MEMORIAL HEALTH SERVICES (CA)
1.0000
10
N
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
WR
Moody's Short Rating
WR
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0335
300000.00
300000.00
0.0006
N
Y
N
CALIFORNIA INFRASTRUCTURE & ECON
CALIFORNIA INFRASTRUCTURE & ECON 3.940
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
2023-04-10
2023-04-10
2032-09-01
Y
BANK OF AMERICA N.A.
1.0000
10
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
0.0394
1215000.00
1215000.00
0.0025
N
Y
N
CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV
CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV 3.800
13033TAW0
549300C1OG9RDIM8ET06
US13033TAW09
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
2023-04-10
2023-04-10
2025-06-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
10
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
0.0380
280000.00
280000.00
0.0006
N
Y
N
CALIFORNIA ST
CALIFORNIA ST 5.000
13063DNU8
US13063DNU80
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
2023-04-01
2023-04-01
2023-04-01
N
N
N
0.0316
5000000.00
5000000.00
0.0102
N
Y
Y
N
CALIFORNIA ST ECONOMIC DEV FING
CALIFORNIA ST ECONOMIC DEV FING 3.800
13066RAD6
US13066RAD61
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+
2023-04-10
2023-04-10
2027-07-01
Y
MUFG UNION BANK N.A.
1.0000
10
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
MUFG UNION BANK 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
AA-
Standard & Poor's Short Rating
A-1+
N
0.0380
2490000.00
2490000.00
0.0051
N
Y
N
CALIFORNIA ST EDUCTNL FACS AUTH
CALIFORNIA ST EDUCTNL FACS AUTH 3.400
130174UK9
US130174UK98
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa3
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
NR
2023-04-06
2023-04-10
2024-01-01
Y
CALIFORNIA INSTITUTE OF TECHNOLOGY
1.0000
10
N
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa3
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
NR
N
N
0.0340
900000.00
900000.00
0.0018
N
Y
N
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE 3.440
130178EY8
US130178EY80
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa3
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
2023-04-10
2023-04-10
2036-10-01
Y
CALIFORNIA INSTITUTE OF TECHNOLOGY
1.0000
10
N
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa3
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0344
3350000.00
3350000.00
0.0068
N
Y
N
CALIFORNIA ST HLTH FACS FING AUTH
CALIFORNIA ST HLTH FACS FING AUTH 3.400
13033LBC0
5493007RI8BUDOGHZ546
US13033LBC00
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+
2023-04-03
2023-04-03
2038-09-01
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
0.0340
300000.00
300000.00
0.0006
N
Y
Y
N
CALIFORNIA ST HLTH FACS FING AUTH REVENUE
CALIFORNIA ST HLTH FACS FING AUTH REVENUE 3.350
13033L2Q9
5493007RI8BUDOGHZ546
US13033L2Q93
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+
2023-04-10
2023-04-10
2043-10-01
Y
MEMORIAL HEALTH SERVICES (CA)
1.0000
10
N
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+
N
N
0.0335
100000.00
100000.00
0.0002
N
Y
N
CALIFORNIA ST MUNI FIN AUTH MF HSG REVENUE
CALIFORNIA ST MUNI FIN AUTH MF HSG REVENUE 4.050
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+
2023-04-10
2023-04-10
2047-10-01
Y
FEDERAL HOME LOAN MORTGAGE CORPORATION DBA FEDERAL HOME LOAN MORTGAGE CORPORATIO
1.0000
10
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
0.0405
580000.00
580000.00
0.0012
N
Y
N
CALIFORNIA ST MUNI FIN AUTH REVENUE
CALIFORNIA ST MUNI FIN AUTH REVENUE 3.450
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+
2023-04-03
2023-04-03
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
0.0345
6550000.00
6550000.00
0.0133
N
Y
Y
N
CALIFORNIA ST POLL CONTROL FIN
CALIFORNIA ST POLL CONTROL FIN 4.100
130536PY5
US130536PY50
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
2023-04-10
2023-04-10
2040-12-01
Y
MUFG UNION BANK N.A.
1.0000
10
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
MUFG UNION BANK 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
AA-
Standard & Poor's Short Rating
A-1+
N
0.0410
420000.00
420000.00
0.0009
N
Y
N
CALIFORNIA ST STWD CMNTYS DEV
CALIFORNIA ST STWD CMNTYS DEV 3.750
13077VV90
549300KTNI2GCJNX2U48
US13077VV906
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
2023-04-10
2023-04-10
2034-12-01
Y
CITIBANK N. A.
1.0000
10
N
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
Y
CITIBANK N. A.
1.0000
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
0.0375
595000.00
595000.00
0.0012
N
Y
N
CALIFORNIA ST STWD CMNTYS DEV
CALIFORNIA ST STWD CMNTYS DEV 3.960
13077HAP8
549300KTNI2GCJNX2U48
US13077HAP82
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
A2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2023-04-10
2023-04-10
2026-06-01
Y
BANK OF THE WEST
1.0000
10
N
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
Y
BANK OF THE WEST
1.0000
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
N
0.0396
800000.00
800000.00
0.0016
N
Y
N
CALIFORNIA ST STWD CMNTYS DEV AUTH
CALIFORNIA ST STWD CMNTYS DEV AUTH 3.450
1309116Y1
549300KTNI2GCJNX2U48
US1309116Y11
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+
2023-04-10
2023-04-10
2035-08-01
Y
US BANK NATIONAL ASSOCIATION
1.0000
10
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
0.0345
925000.00
925000.00
0.0019
N
Y
N
CALIFORNIA ST STWD CMNTYS DEV AUTH MF
CALIFORNIA ST STWD CMNTYS DEV AUTH MF 3.670
13077V5G3
549300KTNI2GCJNX2U48
US13077V5G31
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+
2023-04-10
2023-04-10
2036-12-15
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
10
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
0.0367
2155000.00
2155000.00
0.0044
N
Y
N
CALIFORNIA ST STWD CMNTYS DEV AUTH MF
CALIFORNIA ST STWD CMNTYS DEV AUTH MF 3.670
13077V5A6
549300KTNI2GCJNX2U48
US13077V5A60
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+
2023-04-10
2023-04-10
2039-11-15
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
10
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
0.0367
2100000.00
2100000.00
0.0043
N
Y
N
CALIFORNIA ST STWD CMNTYS DEV AUTH MF
CALIFORNIA ST STWD CMNTYS DEV AUTH MF 3.740
13077V4R0
549300KTNI2GCJNX2U48
US13077V4R05
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+
2023-04-10
2023-04-10
2037-06-15
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
10
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
0.0374
3800000.00
3800000.00
0.0077
N
Y
N
CALIFORNIA ST STWD CMNTYS DEV AUTH REVENUE
CALIFORNIA ST STWD CMNTYS DEV AUTH REVENUE 3.400
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
2023-04-03
2023-04-03
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
0.0340
17265000.00
17265000.00
0.0351
N
Y
Y
N
CALIFORNIA ST STWD CMNTYS DEV AUTH REVENUE
CALIFORNIA ST STWD CMNTYS DEV AUTH REVENUE 3.500
130795W45
549300KTNI2GCJNX2U48
US130795W454
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
AA-
Standard & Poor's Short Rating
A-1+
2023-04-10
2023-04-10
2036-08-15
Y
THE NORTHERN TRUST COMPANY
1.0000
10
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
THE NORTHERN TRUST COMPANY
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
0.0350
2100000.00
2100000.00
0.0043
N
Y
N
CALIFORNIA STATEWIDE CMNTYS DEV AUTH
CALIFORNIA STATEWIDE CMNTYS DEV AUTH 3.350
13078HAA0
549300KTNI2GCJNX2U48
US13078HAA05
Variable Rate Demand Note
Y
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+
2023-04-03
2023-04-03
2024-05-15
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
0.0335
900000.00
900000.00
0.0018
N
Y
Y
N
CALIFORNIA STATEWIDE CMNTYS DEV AUTH
CALIFORNIA STATEWIDE CMNTYS DEV AUTH 3.500
13077VRC8
549300KTNI2GCJNX2U48
US13077VRC80
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
2023-04-10
2023-04-10
2029-09-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
10
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
0.0350
1200000.00
1200000.00
0.0024
N
Y
N
CALIFORNIA STATEWIDE COM
CALIFORNIA STATEWIDE COM 2.800
13079UGJ5
549300KTNI2GCJNX2U48
US13079UGJ51
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+
2023-05-09
2023-05-09
2023-05-09
N
N
N
0.0280
2997696.60
2997696.60
0.0061
N
N
N
CALIFORNIA STATEWIDE COM
CALIFORNIA STATEWIDE COM 2.950
13079JTE7
549300KTNI2GCJNX2U48
US13079JTE72
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+
2023-04-03
2023-04-03
2023-04-03
N
N
N
0.0295
3999712.00
3999712.00
0.0081
N
Y
Y
N
CALIFORNIA STATEWIDE COM
CALIFORNIA STATEWIDE COM 2.850
13080LKD0
549300KTNI2GCJNX2U48
US13080LKD00
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+
2023-06-14
2023-06-14
2023-06-14
N
N
N
0.0285
4995334.00
4995334.00
0.0102
N
N
N
CALIFORNIA STATEWIDE COM
CALIFORNIA STATEWIDE COM 3.000
13079UGL0
549300KTNI2GCJNX2U48
US13079UGL08
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+
2023-07-12
2023-07-12
2023-07-12
N
N
N
0.0301
2994500.10
2994500.10
0.0061
N
N
N
CALIFORNIA STATEWIDE COM
CALIFORNIA STATEWIDE COM 3.030
13080HGF9
549300KTNI2GCJNX2U48
US13080HGF91
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+
2023-07-11
2023-07-11
2023-07-11
N
N
N
0.0304
6987283.10
6987283.10
0.0142
N
N
N
CALIFORNIA STATEWIDE COM
CALIFORNIA STATEWIDE COM 2.750
13079QFU0
549300KTNI2GCJNX2U48
US13079QFU04
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+
2023-05-03
2023-05-03
2023-05-03
N
N
N
0.0291
4395508.04
4395508.04
0.0090
N
N
N
CALIFORNIA STATEWIDE COM
CALIFORNIA STATEWIDE COM 2.680
13079TDY8
549300KTNI2GCJNX2U48
US13079TDY82
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+
2023-05-10
2023-05-10
2023-05-10
N
N
N
0.0268
9992143.00
9992143.00
0.0204
N
N
N
CALIFORNIA STATEWIDE COM
CALIFORNIA STATEWIDE COM 2.610
13078URW5
549300KTNI2GCJNX2U48
US13078URW52
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+
2023-05-17
2023-05-17
2023-05-17
N
N
N
0.0261
10486967.40
10486967.40
0.0214
N
N
N
CITY OF RIVERSIDE CA
CITY OF RIVERSIDE CA 3.460
768861GA8
549300FG48YQF1N4C302
US768861GA85
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
A+
Standard & Poor's Short Rating
A-1
2023-04-10
2023-04-10
2037-03-01
Y
BANK OF AMERICA N.A.
1.0000
10
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
0.0346
4150000.00
4150000.00
0.0084
N
Y
N
EAST BAY MUNI UTILITY-WS
EAST BAY MUNI UTILITY-WS 2.570
27102RVW7
549300IZZ5HKLDKRTF96
US27102RVW77
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+
2023-05-17
2023-05-17
2023-05-17
N
Y
SUMITOMO MITSUI BANKING CORPORATION-NY
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
0.0257
5086049.65
5086049.65
0.0104
N
N
N
IRVINE CA IMPT BOND ACT 1915
IRVINE CA IMPT BOND ACT 1915 3.400
46360RHS9
549300PJ9FL2XGFR8J79
US46360RHS94
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
2023-04-03
2023-04-03
2032-09-02
Y
SUMITOMO MITSUI BANKING CORPORATION-NY
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-NY
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
0.0340
930000.00
930000.00
0.0019
N
Y
Y
N
IRVINE CALIF IMPT BD ACT 1915
IRVINE CALIF IMPT BD ACT 1915 3.400
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
2023-04-03
2023-04-03
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
0.0340
200000.00
200000.00
0.0004
N
Y
Y
N
IRVINE CALIF IMPT BD ACT 1915
IRVINE CALIF IMPT BD ACT 1915 3.350
463608E62
549300PJ9FL2XGFR8J79
US463608E629
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
NR
Standard & Poor's Short Rating
NR
2023-04-03
2023-04-03
2026-09-02
Y
STATE STREET BANK & TRUST COMPANY
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
AA-
Standard & Poor's Short Rating
A-1+
Y
STATE STREET BANK & TRUST COMPANY
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
0.0335
250000.00
250000.00
0.0005
N
Y
Y
N
IRVINE CALIF IMPT BD ACT 1915
IRVINE CALIF IMPT BD ACT 1915 3.400
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
2023-04-03
2023-04-03
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
0.0340
3125000.00
3125000.00
0.0064
N
Y
Y
N
IRVINE CALIF IMPT BD ACT 1915
IRVINE CALIF IMPT BD ACT 1915 3.400
463608QW2
549300PJ9FL2XGFR8J79
US463608QW26
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
NR
Standard & Poor's Short Rating
NR
2023-04-03
2023-04-03
2023-09-02
Y
STATE STREET BANK & TRUST COMPANY
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
AA-
Standard & Poor's Short Rating
A-1+
Y
STATE STREET BANK & TRUST COMPANY
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
0.0340
150000.00
150000.00
0.0003
N
Y
Y
N
IRVINE RANCH CA WTR DIST
IRVINE RANCH CA WTR DIST 3.400
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+
2023-04-03
2023-04-03
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
0.0340
1060000.00
1060000.00
0.0022
N
Y
Y
N
IRVINE RANCH CALIF WTR DIST
IRVINE RANCH CALIF WTR DIST 3.300
4636324K2
2ZRS7W19IBMY48SFBI68
US4636324K26
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
A+
Standard & Poor's Short Rating
A-1
2023-04-03
2023-04-03
2041-10-01
Y
BANK OF AMERICA N.A.
1.0000
3
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
0.0330
2695000.00
2695000.00
0.0055
N
Y
Y
N
LOS ANGELES CA
LOS ANGELES CA 4.000
544351QM4
549300E7TO710PTXPJ65
US544351QM40
Other Municipal Security
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
NR
Moody's Short Rating
MIG1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
SP-1+
2023-06-29
2023-06-29
2023-06-29
N
N
N
0.0293
401283.40
401283.40
0.0008
N
N
N
LOS ANGELES CA DEPT OF WTR & P
LOS ANGELES CA DEPT OF WTR & P 3.350
544532BP8
549300S8NXV6YU61GG95
US544532BP87
Variable Rate Demand Note
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+
2023-04-03
2023-04-03
2051-07-01
Y
ROYAL BANK OF CANADA
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
0.0335
5000000.00
5000000.00
0.0102
N
Y
Y
N
LOS ANGELES CA DEPT OF WTR & P
LOS ANGELES CA DEPT OF WTR & P 3.350
544525YL6
549300S8NXV6YU61GG95
US544525YL67
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
2023-04-03
2023-04-03
2045-07-01
Y
BARCLAYS BANK PLC
1.0000
3
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
0.0335
4000000.00
4000000.00
0.0081
N
Y
Y
N
LOS ANGELES CA DEPT WTR & PWR REVENUE
LOS ANGELES CA DEPT WTR & PWR REVENUE 3.350
544495DF8
549300S8NXV6YU61GG95
US544495DF82
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
2023-04-10
2023-04-10
2034-07-01
Y
BARCLAYS BANK PLC
1.0000
10
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
0.0335
2000000.00
2000000.00
0.0041
N
Y
N
LOS ANGELES CALIF WTR & PWR REV
LOS ANGELES CALIF WTR & PWR REV 3.350
544495DH4
549300S8NXV6YU61GG95
US544495DH49
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
2023-04-03
2023-04-03
2034-07-01
Y
BARCLAYS BANK PLC
1.0000
3
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
0.0335
8900000.00
8900000.00
0.0181
N
Y
Y
N
LOS ANGELES CNTY CAPITAL
LOS ANGELES CNTY CAPITAL 3.250
54468VGE7
254900NGUPWO7FB6II89
US54468VGE74
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+
2023-04-26
2023-04-26
2023-04-26
N
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
0.0325
14997730.50
14997730.50
0.0305
N
N
N
LOS ANGELES MUNI IMPRVMT
LOS ANGELES MUNI IMPRVMT 3.100
54461NAW8
549300ZJ0YLTZNSR8F57
US54461NAW83
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+
2023-05-10
2023-05-10
2023-05-10
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
0.0310
9225316.70
9225316.70
0.0188
N
N
N
LOS ANGELES MUNI IMPRVMT
LOS ANGELES MUNI IMPRVMT 3.100
54461TBF1
549300ZJ0YLTZNSR8F57
US54461TBF12
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+
2023-05-10
2023-05-10
2023-05-10
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
0.0310
1998985.20
1998985.20
0.0041
N
N
N
MET WTR DIST OF STHRN CA WTRWK
MET WTR DIST OF STHRN CA WTRWK 3.030
59266TVR9
5493003GD0S0P56RLT45
US59266TVR93
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
2023-04-03
2023-04-03
2047-07-01
Y
PNC BANK NATIONAL ASSOCIATION
1.0000
3
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
N
N
0.0303
200000.00
200000.00
0.0004
N
Y
Y
N
MODESTO CALIF MULTIFAMILY HSG REV
MODESTO CALIF MULTIFAMILY HSG REV 3.900
607785BE1
549300PM1CEUCI5R7951
US607785BE14
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+
2023-04-10
2023-04-10
2024-09-15
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
10
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
0.0390
210000.00
210000.00
0.0004
N
Y
N
NUVEEN CA AMT-FREE MUNI INCOME FUND
NUVEEN CA AMT-FREE MUNI INCOME FUND 4.000
670651876
5493005SR7RRUAG9VK19
US6706518767
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
2023-04-10
2023-04-10
2046-06-01
Y
SUMITOMO MITSUI BANKING CORPORATION
1.0000
10
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
0.0400
12000000.00
12000000.00
0.0244
N
Y
N
NUVEEN CALIF DIVID ADVANTAGE MUN
NUVEEN CALIF DIVID ADVANTAGE MUN 4.060
67066Y600
549300ZT6V9X5U9BHR46
US67066Y6005
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
2023-04-10
2023-04-10
2041-06-01
Y
SOCIETE GENERALE SA
1.0000
10
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
0.0406
25000000.00
25000000.00
0.0509
N
Y
N
NUVEEN CALIF DIVID ADVANTAGE MUN FD
NUVEEN CALIF DIVID ADVANTAGE MUN FD 4.040
67066Y881
549300ZT6V9X5U9BHR46
US67066Y8811
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+
2023-04-10
2023-04-10
2042-12-01
Y
ROYAL BANK OF CANADA
1.0000
10
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
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
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
0.0404
14000000.00
14000000.00
0.0285
N
Y
N
ORANGE CNTY CA WTR DIST COPS
ORANGE CNTY CA WTR DIST COPS 3.350
684421CB4
549300KBQTX6CMJ3U708
US684421CB49
Variable Rate Demand Note
Y
Fitch Long Rating
AAA
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
2023-04-10
2023-04-10
2042-08-01
Y
BANK OF AMERICA N.A.
1.0000
10
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
0.0335
200000.00
200000.00
0.0004
N
Y
N
PUB UTIL COM SAN FRAN
PUB UTIL COM SAN FRAN 2.850
79770U2J3
213800P9VO3CSYYNM193
US79770U2J34
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+
2023-06-06
2023-06-06
2023-06-06
N
Y
SUMITOMO MITSUI BANKING CORPORATION-NY
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
0.0285
20605187.49
20605187.49
0.0420
N
N
N
PUB UTIL COM SAN FRAN
PUB UTIL COM SAN FRAN 2.620
79769NBJ2
US79769NBJ28
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+
2023-04-20
2023-04-20
2023-04-20
N
N
Y
TD BANK NATIONAL ASSOCIATION
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
AA-
Standard & Poor's Short Rating
A-1+
0.0262
2498967.00
2498967.00
0.0051
N
N
N
PUBLIC UTILITIES SANFRAN
PUBLIC UTILITIES SANFRAN 2.600
79770PDF0
US79770PDF09
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+
2023-04-04
2023-04-04
2023-04-04
N
N
Y
STATE STREET BANK & TRUST COMPANY
Liquidity facility
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+
0.0260
11148008.70
11148008.70
0.0227
N
Y
N
RANCHO CA WTR DIST CMNTY FACS
RANCHO CA WTR DIST CMNTY FACS 3.440
752101AA3
US752101AA36
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
A+
Standard & Poor's Short Rating
A-1
2023-04-10
2023-04-10
2028-09-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
10
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
0.0344
355000.00
355000.00
0.0007
N
Y
N
RBC MUNI PRODUCTS INC TRUST
RBC MUNI PRODUCTS INC TRUST 3.970
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
2023-04-03
2023-04-03
2041-10-01
Y
ROYAL BANK OF CANADA
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+
Y
ROYAL BANK OF CANADA
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
0.0397
1050000.00
1050000.00
0.0021
N
Y
Y
N
RIB FLOATER TRUST
RIB FLOATER TRUST 3.720
76252PXA2
US76252PXA29
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
2023-04-10
2023-04-10
2048-04-01
Y
BARCLAYS BANK PLC
1.0000
10
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
0.0372
1625000.00
1625000.00
0.0033
N
Y
N
RIB FLOATER TRUST
RIB FLOATER TRUST 3.720
76252PXM6
US76252PXM66
Tender Option Bond
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa3
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2023-04-03
2023-04-03
2042-08-01
Y
BARCLAYS BANK PLC
1.0000
3
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
0.0372
1985000.00
1985000.00
0.0040
N
Y
Y
N
RIVERSIDE CALIF ELEC REV
RIVERSIDE CALIF ELEC REV 3.500
768874PS2
US768874PS22
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
A
Standard & Poor's Short Rating
A-1
2023-04-10
2023-04-10
2029-10-01
Y
BARCLAYS BANK PLC
1.0000
10
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
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
0.0350
550000.00
550000.00
0.0011
N
Y
N
RIVERSIDE CNTY CA HSG AUTH
RIVERSIDE CNTY CA HSG AUTH 3.480
76911MCS6
US76911MCS61
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+
2023-04-10
2023-04-10
2027-01-15
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
10
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
0.0348
425000.00
425000.00
0.0009
N
Y
N
SACRAMENTO CNTY CA HSG AUTH
SACRAMENTO CNTY CA HSG AUTH 3.480
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+
2023-04-10
2023-04-10
2029-07-15
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
10
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
0.0348
1175000.00
1175000.00
0.0024
N
Y
N
SACRAMENTO MUNI UTILITY
SACRAMENTO MUNI UTILITY 2.800
78602AAP0
E3GSVR6ZOU1MX2V7HF33
US78602AAP03
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+
2023-05-15
2023-05-15
2023-05-15
N
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
0.0280
7992084.00
7992084.00
0.0163
N
N
N
SAN BERNARDINO CNTY CA MF REVE
SAN BERNARDINO CNTY CA MF REVE 3.480
796900CZ9
254900RTS8DDNPA7MX91
US796900CZ92
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+
2023-04-10
2023-04-10
2029-05-15
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
10
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
0.0348
2515000.00
2515000.00
0.0051
N
Y
N
SAN BERNARDINO CNTY CA MF REVE
SAN BERNARDINO CNTY CA MF REVE 3.480
796900DB1
254900RTS8DDNPA7MX91
US796900DB16
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+
2023-04-10
2023-04-10
2029-05-15
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
10
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
0.0348
1400000.00
1400000.00
0.0028
N
Y
N
SAN BERNARDINO CNTY CA MF REVE
SAN BERNARDINO CNTY CA MF REVE 3.480
796900DA3
254900RTS8DDNPA7MX91
US796900DA33
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+
2023-04-10
2023-04-10
2029-05-15
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
10
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
0.0348
700000.00
700000.00
0.0014
N
Y
N
SAN BERNARDINO CNTY CALIF MULTI-FAMILY
SAN BERNARDINO CNTY CALIF MULTI-FAMILY 3.480
796900DC9
254900RTS8DDNPA7MX91
US796900DC98
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+
2023-04-10
2023-04-10
2029-05-15
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
10
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
0.0348
950000.00
950000.00
0.0019
N
Y
N
SAN DIEGO CALIF HSG AUTH
SAN DIEGO CALIF HSG AUTH 4.070
79728FJR3
549300X9H1ODNOOT1Q87
US79728FJR38
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
2023-04-10
2023-04-10
2039-10-01
Y
CITIBANK N. A.
1.0000
10
N
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
Y
CITIBANK N. A.
1.0000
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
0.0407
2545000.00
2545000.00
0.0052
N
Y
N
SAN DIEGO CNTY CA COPS
SAN DIEGO CNTY CA COPS 3.610
797391SK6
254900MKIGRAYVDUZ926
US797391SK61
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
2023-04-10
2023-04-10
2030-09-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
10
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
0.0361
100000.00
100000.00
0.0002
N
Y
N
SAN DIEGO COPS-VAR
SAN DIEGO COPS-VAR 3.630
797391YJ2
254900MKIGRAYVDUZ926
US797391YJ25
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa3
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2023-04-10
2023-04-10
2034-11-01
Y
THE NORTHERN TRUST COMPANY
1.0000
10
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
THE NORTHERN TRUST COMPANY
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
0.0363
3450000.00
3450000.00
0.0070
N
Y
N
SAN DIEGO PUBLIC FACS
SAN DIEGO PUBLIC FACS 3.300
79731CBS1
US79731CBS17
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+
2023-06-29
2023-06-29
2023-06-29
N
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
0.0330
5000604.50
5000604.50
0.0102
N
N
N
SAN DIEGO WATER AUTH
SAN DIEGO WATER AUTH 2.520
79741VFS3
549300Y0QN5OFKA1G520
US79741VFS34
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+
2023-04-05
2023-04-05
2023-04-05
N
N
Y
BANK OF THE WEST
Liquidity facility
1.0000
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
0.0252
10998409.40
10998409.40
0.0224
N
Y
N
SAN DIEGO WATER AUTH
SAN DIEGO WATER AUTH 3.400
79741VFV6
549300Y0QN5OFKA1G520
US79741VFV62
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+
2023-04-06
2023-04-06
2023-04-06
N
N
Y
BANK OF THE WEST
Liquidity facility
1.0000
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
0.0340
4999999.50
4999999.50
0.0102
N
Y
N
SAN FRAN PUB UTILS COMM
SAN FRAN PUB UTILS COMM 2.600
79769JBJ1
213800P9VO3CSYYNM193
US79769JBJ16
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+
2023-04-20
2023-04-20
2023-04-20
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
0.0260
2998760.40
2998760.40
0.0061
N
N
N
SAN FRAN PUB UTILS COMM
SAN FRAN PUB UTILS COMM 3.050
79766MCF4
213800P9VO3CSYYNM193
US79766MCF41
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+
2023-06-07
2023-06-07
2023-06-07
N
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
0.0305
4999995.00
4999995.00
0.0102
N
N
N
SAN FRANCISCO CITY & CNTY CA REDEV
SAN FRANCISCO CITY & CNTY CA REDEV 3.760
79765TBJ3
5493001TPOZL3UK8DX25
US79765TBJ34
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
2023-04-10
2023-04-10
2033-12-01
Y
CITIBANK N. A.
1.0000
10
N
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
Y
CITIBANK N. A.
1.0000
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
0.0376
725000.00
725000.00
0.0015
N
Y
N
SAN JOSE CA MF HSG REVENUE
SAN JOSE CA MF HSG REVENUE 4.220
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+
2023-04-10
2023-04-10
2032-03-01
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
10
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
0.0422
2000000.00
2000000.00
0.0041
N
Y
N
SANTA CLARA CNTY CA FING AUTH REVENUE
SANTA CLARA CNTY CA FING AUTH REVENUE 3.460
801642BN8
549300A73O1Q5POHAT69
US801642BN80
Variable Rate Demand Note
Y
Fitch Long Rating
AA-
Fitch Short Rating
NR
Moody's Long Rating
Aa1
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1
2023-04-10
2023-04-10
2044-02-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
10
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
0.0346
200000.00
200000.00
0.0004
N
Y
N
SANTA CLARA COUNTY FINANCING AUTHORITY
SANTA CLARA COUNTY FINANCING AUTHORITY 3.420
801577HF7
549300A73O1Q5POHAT69
US801577HF75
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
AA+
Standard & Poor's Short Rating
A-1
2023-04-10
2023-04-10
2035-05-15
Y
BANK OF AMERICA N.A.
1.0000
10
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
0.0342
6335000.00
6335000.00
0.0129
N
Y
N
SANTA ROSA CA MF HSG REVENUE
SANTA ROSA CA MF HSG REVENUE 3.700
80262MBE5
US80262MBE57
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
2023-04-10
2023-04-10
2046-04-01
Y
CITIBANK N. A.
1.0000
10
N
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
Y
CITIBANK N. A.
1.0000
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
0.0370
1540000.00
1540000.00
0.0031
N
Y
N
STATE OF CALIFORNIA
STATE OF CALIFORNIA 3.300
13063BCS9
US13063BCS97
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+
2023-04-10
2023-04-10
2033-05-01
Y
TD BANK NATIONAL ASSOCIATION
1.0000
10
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
0.0330
1485000.00
1485000.00
0.0030
N
Y
N
STHRN CALIFORNIA ST PUBLIC PWR
STHRN CALIFORNIA ST PUBLIC PWR 3.400
842475M85
5493003B5TD5FWUKMD34
US842475M859
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+
2023-04-03
2023-04-03
2036-07-01
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
0.0340
6410000.00
6410000.00
0.0130
N
Y
Y
N
STHRN CALIFORNIA ST PUBLIC PWR
STHRN CALIFORNIA ST PUBLIC PWR 3.180
842475Q57
5493003B5TD5FWUKMD34
US842475Q579
Variable Rate Demand Note
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+
2023-04-10
2023-04-10
2036-07-01
Y
SUMITOMO MITSUI BANKING CORPORATION-NY
1.0000
10
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-NY
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
0.0318
1815000.00
1815000.00
0.0037
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035D7A7
US88035D7A72
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+
2023-04-10
2023-04-10
2042-11-01
Y
TORONTO-DOMINION BANK/NY
1.0000
10
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
0.0400
1705000.00
1705000.00
0.0035
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.990
88035DTY1
US88035DTY12
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
2023-04-10
2023-04-10
2042-07-01
Y
UBS AG-STAMFORD BRANCH
1.0000
10
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
0.0399
4325000.00
4325000.00
0.0088
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.990
88035EBD4
US88035EBD40
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
2023-04-10
2023-04-10
2047-11-01
Y
BARCLAYS BANK PLC
1.0000
10
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
0.0399
1875000.00
1875000.00
0.0038
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.990
88035D8P3
US88035D8P33
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
2023-04-10
2023-04-10
2047-05-15
Y
BARCLAYS BANK PLC
1.0000
10
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
0.0399
1875000.00
1875000.00
0.0038
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.990
88035D6J9
US88035D6J90
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+
2023-04-10
2023-04-10
2048-05-15
Y
BARCLAYS BANK PLC
1.0000
10
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
0.0399
2000000.00
2000000.00
0.0041
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.990
88033UX79
US88033UX790
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
2023-04-10
2023-04-10
2045-10-01
Y
MORGAN STANLEY BANK NA
1.0000
10
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
Y
GOVERNMENT SECURITIES FOR PRE-REFUNDED ESCROWED TO MATURITY OR REPO COLLATERAL
Credit Enhancement
1.0000
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
0.0399
2970000.00
2970000.00
0.0060
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.990
88035EWJ8
US88035EWJ80
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+
2023-04-10
2023-04-10
2051-11-01
Y
MORGAN STANLEY BANK NA
1.0000
10
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
0.0399
5000000.00
5000000.00
0.0102
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035FEH9
US88035FEH91
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+
2023-04-10
2023-04-10
2051-05-15
Y
TORONTO-DOMINION BANK/NY
1.0000
10
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
0.0400
1280000.00
1280000.00
0.0026
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035EYC1
US88035EYC10
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+
2023-04-10
2023-04-10
2043-08-01
Y
BANK OF AMERICA N.A.
1.0000
10
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
0.0400
1485000.00
1485000.00
0.0030
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035EHJ5
US88035EHJ55
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
NR
Standard & Poor's Short Rating
NR
2023-04-10
2023-04-10
2045-08-01
Y
ROYAL BANK OF CANADA - NY
1.0000
10
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+
Y
ROYAL BANK OF CANADA - 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
0.0400
1900000.00
1900000.00
0.0039
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035DWN1
US88035DWN10
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
2023-04-10
2023-04-10
2052-07-01
Y
BANK OF AMERICA N.A.
1.0000
10
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
0.0400
2915000.00
2915000.00
0.0059
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.050
88035APQ8
US88035APQ84
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+
2023-04-10
2023-04-10
2046-05-01
Y
BANK OF AMERICA N.A.
1.0000
10
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
0.0405
4690000.00
4690000.00
0.0095
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035APX3
US88035APX36
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+
2023-04-10
2023-04-10
2051-05-15
Y
ROYAL BANK OF CANADA - NY
1.0000
10
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
0.0400
1000000.00
1000000.00
0.0020
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035AWJ6
US88035AWJ68
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+
2023-04-10
2023-04-10
2050-08-15
Y
TORONTO-DOMINION BANK/NY
1.0000
10
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
0.0400
2650000.00
2650000.00
0.0054
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.010
88035AM24
US88035AM246
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
2023-04-10
2023-04-10
2051-07-01
Y
BARCLAYS BANK PLC
1.0000
10
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
0.0401
1500000.00
1500000.00
0.0031
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035AR37
US88035AR377
Tender Option Bond
Y
Fitch Long Rating
NR
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+
2023-04-10
2023-04-10
2047-09-01
Y
ROYAL BANK OF CANADA - NY
1.0000
10
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
0.0400
3840000.00
3840000.00
0.0078
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035APF2
US88035APF20
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+
2023-04-10
2023-04-10
2045-11-01
Y
ROYAL BANK OF CANADA - NY
1.0000
10
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
0.0400
1330000.00
1330000.00
0.0027
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035AXR7
US88035AXR75
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+
2023-04-10
2023-04-10
2049-09-01
Y
TORONTO-DOMINION BANK/NY
1.0000
10
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
0.0400
4000000.00
4000000.00
0.0081
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88034YJ43
US88034YJ435
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+
2023-04-10
2023-04-10
2051-08-15
Y
BARCLAYS BANK PLC
1.0000
10
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
0.0400
770000.00
770000.00
0.0016
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.020
88034YWP1
US88034YWP14
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
2023-04-10
2023-04-10
2047-06-01
Y
BANK OF AMERICA N.A.
1.0000
10
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
0.0402
7500000.00
7500000.00
0.0153
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035AWN7
US88035AWN70
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+
2023-04-10
2023-04-10
2046-08-01
Y
ROYAL BANK OF CANADA - NY
1.0000
10
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+
Y
ROYAL BANK OF CANADA - 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
0.0400
1800000.00
1800000.00
0.0037
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035AXX4
US88035AXX44
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
2023-04-10
2023-04-10
2045-04-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
10
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
0.0400
3130000.00
3130000.00
0.0064
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035ASN2
US88035ASN27
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+
2023-04-10
2023-04-10
2041-05-15
Y
BARCLAYS BANK PLC
1.0000
10
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
0.0400
2500000.00
2500000.00
0.0051
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.020
88035DQE8
US88035DQE84
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+
2023-04-10
2023-04-10
2048-12-01
Y
BANK OF AMERICA N.A.
1.0000
10
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
0.0402
2500000.00
2500000.00
0.0051
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035DQG3
US88035DQG33
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
2023-04-10
2023-04-10
2045-08-15
Y
BANK OF AMERICA N.A.
1.0000
10
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
0.0400
2665000.00
2665000.00
0.0054
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.010
88035DLR4
US88035DLR43
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
2023-04-10
2023-04-10
2047-05-15
Y
BARCLAYS BANK PLC
1.0000
10
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
0.0401
5980000.00
5980000.00
0.0122
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035DWS0
US88035DWS07
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+
2023-04-10
2023-04-10
2047-08-01
Y
BARCLAYS BANK PLC
1.0000
10
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
0.0400
4675000.00
4675000.00
0.0095
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035DXJ9
US88035DXJ98
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
2023-04-10
2023-04-10
2047-07-01
Y
MORGAN STANLEY BANK NA
1.0000
10
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
0.0400
7750000.00
7750000.00
0.0158
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.030
88035DTJ4
US88035DTJ45
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+
2023-04-10
2023-04-10
2047-05-15
Y
TORONTO-DOMINION BANK/NY
1.0000
10
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
0.0403
1500000.00
1500000.00
0.0031
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035A6M8
US88035A6M83
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+
2023-04-10
2023-04-10
2050-12-01
Y
ROYAL BANK OF CANADA - NY
1.0000
10
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
0.0400
5905000.00
5905000.00
0.0120
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035A2R1
US88035A2R17
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+
2023-04-10
2023-04-10
2042-08-01
Y
ROYAL BANK OF CANADA - NY
1.0000
10
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+
Y
ROYAL BANK OF CANADA - 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
0.0400
5270000.00
5270000.00
0.0107
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035DDB8
US88035DDB82
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
2023-04-10
2023-04-10
2047-08-01
Y
BARCLAYS BANK PLC
1.0000
10
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
0.0400
4000000.00
4000000.00
0.0081
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035DDD4
US88035DDD49
Tender Option Bond
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+
2023-04-10
2023-04-10
2047-08-01
Y
BARCLAYS BANK PLC
1.0000
10
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
0.0400
2400000.00
2400000.00
0.0049
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 4.000
88035DBF1
US88035DBF15
Tender Option Bond
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
NR
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA
Standard & Poor's Short Rating
A-1+
2023-04-10
2023-04-10
2044-08-01
Y
ROYAL BANK OF CANADA - NY
1.0000
10
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
0.0400
2700000.00
2700000.00
0.0055
N
Y
N
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES 4.000
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
2023-04-10
2023-04-10
2047-07-01
Y
BANK OF AMERICA N.A.
1.0000
10
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
0.0400
7130000.00
7130000.00
0.0145
N
Y
N
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES 4.000
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
2023-04-10
2023-04-10
2038-05-15
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
10
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
0.0400
7500000.00
7500000.00
0.0153
N
Y
N
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES 4.010
88034MVE3
US88034MVE38
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
A+
Standard & Poor's Short Rating
A-1
2023-04-10
2023-04-10
2045-08-01
Y
BARCLAYS BANK PLC
1.0000
10
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
0.0401
2505000.00
2505000.00
0.0051
N
Y
N
UNIV OF CALIFORNIA CA REVENUES
UNIV OF CALIFORNIA CA REVENUES 3.500
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+
2023-04-03
2023-04-03
2048-05-15
Y
UNIV OF CALIFORNIA CA REVENUES
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
0.0350
3150000.00
3150000.00
0.0064
N
Y
Y
N
UNIV OF CALIFORNIA CA REVENUES
UNIV OF CALIFORNIA CA REVENUES 3.500
91412HPW7
US91412HPW78
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+
2023-04-03
2023-04-03
2048-05-15
Y
UNIV OF CALIFORNIA CA REVENUES
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
0.0350
3000000.00
3000000.00
0.0061
N
Y
Y
N
UNIV OF CALIFORNIA CA REVENUES
UNIV OF CALIFORNIA CA REVENUES 3.650
91412HPV9
US91412HPV95
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+
2023-04-03
2023-04-03
2048-05-15
Y
UNIV OF CALIFORNIA CA REVENUES
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
0.0365
750000.00
750000.00
0.0015
N
Y
Y
N
UNIV OF CALIFORNIA CA REVENUES
UNIV OF CALIFORNIA CA REVENUES 3.400
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+
2023-04-03
2023-04-03
2048-05-15
Y
UNIV OF CALIFORNIA CA REVENUES
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
0.0340
2570000.00
2570000.00
0.0052
N
Y
Y
N
UNIV OF CALIFORNIA CA RGTS MED CENTER
UNIV OF CALIFORNIA CA RGTS MED CENTER 3.550
913366GN4
US913366GN41
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+
2023-04-03
2023-04-03
2047-05-15
Y
UNIVERSITY OF CALIF MEDICAL CENTERS
1.0000
3
N
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+
N
N
0.0355
8675000.00
8675000.00
0.0177
N
Y
Y
N
WSTRN CA MUNI WTR DISTS FACS AUTH WTR
WSTRN CA MUNI WTR DISTS FACS AUTH WTR 3.350
95874TBR9
US95874TBR95
Variable Rate Demand Note
Y
Fitch Long Rating
AAA
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+
2023-04-10
2023-04-10
2042-10-01
Y
TD BANK NATIONAL ASSOCIATION
1.0000
10
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
0.0335
300000.00
300000.00
0.0006
N
Y
N
JPMorgan California Municipal Money Market Fund
2023-04-06
Timothy J. Clemens
Timothy J. Clemens
Treasurer