0001894256-23-000015.txt : 20230607
0001894256-23-000015.hdr.sgml : 20230607
20230607131242
ACCESSION NUMBER: 0001894256-23-000015
CONFORMED SUBMISSION TYPE: N-MFP2
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20230531
FILED AS OF DATE: 20230607
DATE AS OF CHANGE: 20230607
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: 23998427
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
2023-05-31
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
9
9
228843685.72
250924515.35
258443386.87
243629242.09
474753685.72
488194515.35
472623386.87
464894242.09
0.3828
0.4178
0.4285
0.4090
0.7942
0.8127
0.7837
0.7807
8794.53
572327714.96
572345288.64
2370032.09
1489093.31
573235021.95
573127512.88
1.0000
0.0308
1.0001
1.0002
1.0002
1.0002
C000008122
1000.00
7894829.40
7893348.74
1.0001
1.0001
1.0002
1.0002
96561.99
73215.18
22777.99
81512.14
86506.52
139860.84
109939.65
205016.91
300254.70
967179.85
0.0249
Y
JPMIM, IA Cont, 58.79; JPMIM, Adm Cont, 39.59; JPMIM, IA Vol, 1.99; JPMDS, Sh Serv Cont, 241.43;
C000165403
1000000.00
204706628.78
204668236.47
1.0001
1.0002
1.0002
1.0002
5675917.05
5139929.65
12109826.60
2803977.77
13831149.24
14859780.66
536369.54
4531254.75
36620904.88
29919231.66
0.0263
Y
JPMIM, IA Cont, 1408.66; JPMIM, Adm Cont, 950.20; JPMIM, IA Vol, 46.16; JPMDS, Sh Serv Cont, 695.39;
C000210338
10000000.00
277609637.33
277557572.21
1.0001
1.0002
1.0002
1.0002
14825103.42
14515760.67
5875693.44
8146361.50
1911120.47
2929441.77
1182697.64
3609471.14
23864718.31
52089121.05
0.0287
Y
JPMIM, IA Cont, 2098.73; JPMIM, Adm Cont, 1415.51; JPMIM, IA Vol, 72.32; JPMDS, Sh Serv Cont, 11894.01;
C000210339
5000000.00
77385653.85
77371140.32
1.0001
1.0002
1.0002
1.0002
2969428.25
259489.48
1359874.74
5563924.70
9260818.70
5209203.81
93.53
1000091.92
13559543.31
12032753.35
0.0282
Y
JPMIM, IA Cont, 529.73; JPMIM, Adm Cont, 357.34; JPMIM, IA Vol, 17.73; JPMDS, Sh Serv Cont, 2988.37;
C000073382
10000000.00
5638272.59
5637215.14
1.0002
1.0002
1.0002
1.0002
9739.07
181181.91
0.00
5050.43
17.90
385.88
5.72
233730.16
64.33
421208.05
0.0203
Y
JPMIM, IA Cont, 40.62; JPMIM, Adm Cont, 27.41; JPMIM, IA Vol, 1.41; JPMDS, Sh Serv Cont, 0.16;
ABAG CA FIN AUTH FOR NONPROFIT CORPS
ABAG CA FIN AUTH FOR NONPROFIT CORPS 3.030
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
2023-06-07
2023-06-07
2024-08-01
Y
BANK OF AMERICA N.A.
1.0000
7
N
Fitch Long Rating
AA+
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
BANK OF AMERICA N.A.
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
0.0303
1135000.00
1135000.00
0.0020
N
Y
N
ALAMEDA CALIF PUB FING AUTH REV
ALAMEDA CALIF PUB FING AUTH REV 3.250
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
2023-06-07
2023-06-07
2033-12-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
7
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0325
300000.00
300000.00
0.0005
N
Y
N
ALAMEDA CNTY CA INDL DEV AUTH
ALAMEDA CNTY CA INDL DEV AUTH 3.470
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
2023-06-07
2023-06-07
2027-05-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
7
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0347
280000.00
280000.00
0.0005
N
Y
N
BAY AREA CA TOLL AUTH TOLL BRIDGE REVENUE
BAY AREA CA TOLL AUTH TOLL BRIDGE REVENUE 2.800
072024YF3
5493001FUZGUQMIP5D78
US072024YF30
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
2023-06-01
2023-06-01
2055-04-01
Y
BARCLAYS BANK PLC
1.0000
1
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
0.0280
16520000.00
16520000.00
0.0288
N
Y
Y
N
BAY AREA CA TOLL AUTH TOLL BRIDGE REVENUE
BAY AREA CA TOLL AUTH TOLL BRIDGE REVENUE 2.350
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
2023-06-07
2023-06-07
2047-04-01
Y
MUFG BANK LTD. - NEW YORK BRANCH
1.0000
7
N
Fitch Long Rating
A-
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
Y
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
0.0235
600000.00
600000.00
0.0010
N
Y
N
BAY AREA CA TOLL AUTH TOLL BRIDGE REVENUE
BAY AREA CA TOLL AUTH TOLL BRIDGE REVENUE 2.600
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
2023-06-07
2023-06-07
2047-04-01
Y
BANK OF AMERICA N.A.
1.0000
7
N
Fitch Long Rating
AA+
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
BANK OF AMERICA N.A.
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
0.0260
910000.00
910000.00
0.0016
N
Y
N
BIG BEAR LAKE CALIF INDL REV
BIG BEAR LAKE CALIF INDL REV 3.450
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
2023-06-07
2023-06-07
2028-12-01
Y
BANK OF AMERICA N.A.
1.0000
7
N
Fitch Long Rating
AA+
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
BANK OF AMERICA N.A.
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
850000.00
850000.00
0.0015
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
4000538.40
4000538.40
0.0070
N
N
N
CALIFORNIA HEALTH FACS FING AUTH REV
CALIFORNIA HEALTH FACS FING AUTH REV 3.050
13033F7N4
5493007RI8BUDOGHZ546
US13033F7N44
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
A1
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
2023-06-01
2023-06-01
2028-09-01
Y
US BANK NATIONAL ASSOCIATION
1.0000
1
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
US BANK NATIONAL ASSOCIATION
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
0.0305
3175000.00
3175000.00
0.0055
N
Y
Y
N
CALIFORNIA HEALTH FACS FING AUTH REV
CALIFORNIA HEALTH FACS FING AUTH REV 2.500
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+
2023-06-07
2023-06-07
2040-10-01
Y
SCRIPPS HEALTH
1.0000
7
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
0.0250
1280000.00
1280000.00
0.0022
N
Y
N
CALIFORNIA HLTH FACS FIN AUTH REV
CALIFORNIA HLTH FACS FIN AUTH REV 2.800
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+
2023-06-07
2023-06-07
2024-10-01
Y
MEMORIAL HEALTH SERVICES (CA)
1.0000
7
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
0.0280
400000.00
400000.00
0.0007
N
Y
N
CALIFORNIA INFRASTRUCTURE & ECON
CALIFORNIA INFRASTRUCTURE & ECON 3.540
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
2023-06-07
2023-06-07
2032-09-01
Y
BANK OF AMERICA N.A.
1.0000
7
N
Fitch Long Rating
AA+
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
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
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0354
1215000.00
1215000.00
0.0021
N
Y
N
CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV
CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV 3.400
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
2023-06-07
2023-06-07
2025-06-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
7
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0340
280000.00
280000.00
0.0005
N
Y
N
CALIFORNIA MUN FIN AUTH
CALIFORNIA MUN FIN AUTH 2.960
13048PAA9
5493000UQOV6R4ZWS346
US13048PAA93
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+
2023-06-01
2023-06-01
2025-06-01
Y
CHEVRON CORPORATION
1.0000
1
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
0.0296
1600000.00
1600000.00
0.0028
N
Y
Y
N
CALIFORNIA MUN FIN AUTH REV
CALIFORNIA MUN FIN AUTH REV 2.900
13048TGU1
5493000UQOV6R4ZWS346
US13048TGU16
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa2
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
2023-06-01
2023-06-01
2035-11-01
Y
CHEVRON CORPORATION
1.0000
1
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
0.0290
400000.00
400000.00
0.0007
N
Y
Y
N
CALIFORNIA PUBLIC FIN AUTH REVENUE
CALIFORNIA PUBLIC FIN AUTH REVENUE 2.900
13057EBD5
US13057EBD58
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
2023-06-01
2023-06-01
2052-08-01
Y
BARCLAYS BANK PLC
1.0000
1
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
0.0290
300000.00
300000.00
0.0005
N
Y
Y
N
CALIFORNIA ST
CALIFORNIA ST 2.600
13063A5X8
US13063A5X83
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+
2023-06-01
2023-06-01
2034-05-01
Y
STATE STREET BANK & TRUST COMPANY
1.0000
1
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
0.0260
200000.00
200000.00
0.0003
N
Y
Y
N
CALIFORNIA ST ECONOMIC DEV FING
CALIFORNIA ST ECONOMIC DEV FING 3.400
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
A+
Standard & Poor's Short Rating
A-1
2023-06-07
2023-06-07
2027-07-01
Y
MUFG UNION BANK N.A.
1.0000
7
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa3
Moody's Short Rating
P-2
Standard & Poor's Long Rating
A+
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
Aa3
Moody's Short Rating
P-2
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0340
3700000.00
3700000.00
0.0065
N
Y
N
CALIFORNIA ST EDUCTNL FACS AUTH
CALIFORNIA ST EDUCTNL FACS AUTH 2.700
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
2023-06-01
2023-06-07
2024-01-01
Y
CALIFORNIA INSTITUTE OF TECHNOLOGY
1.0000
7
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
0.0270
900000.00
900000.00
0.0016
N
Y
N
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE 2.900
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+
2023-06-07
2023-06-07
2036-10-01
Y
CALIFORNIA INSTITUTE OF TECHNOLOGY
1.0000
7
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
0.0290
4720000.00
4720000.00
0.0082
N
Y
N
CALIFORNIA ST HLTH FACS FING AUTH
CALIFORNIA ST HLTH FACS FING AUTH 3.050
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
2023-06-01
2023-06-01
2038-09-01
Y
US BANK NATIONAL ASSOCIATION
1.0000
1
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
US BANK NATIONAL ASSOCIATION
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
0.0305
6250000.00
6250000.00
0.0109
N
Y
Y
N
CALIFORNIA ST HLTH FACS FING AUTH REVENUE
CALIFORNIA ST HLTH FACS FING AUTH REVENUE 2.800
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+
2023-06-07
2023-06-07
2043-10-01
Y
MEMORIAL HEALTH SERVICES (CA)
1.0000
7
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
0.0280
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 3.450
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+
2023-06-07
2023-06-07
2047-10-01
Y
FEDERAL HOME LOAN MORTGAGE CORPORATION DBA FEDERAL HOME LOAN MORTGAGE CORPORATIO
1.0000
7
N
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
Y
FEDERAL HOME LOAN MORTGAGE CORPORATION DBA FEDERAL HOME LOAN MORTGAGE CORPORATIO
1.0000
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
N
0.0345
580000.00
580000.00
0.0010
N
Y
N
CALIFORNIA ST MUNI FIN AUTH REVENUE
CALIFORNIA ST MUNI FIN AUTH REVENUE 3.050
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+
2023-06-01
2023-06-01
2035-11-01
Y
CHEVRON CORPORATION
1.0000
1
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
0.0305
14755000.00
14755000.00
0.0257
N
Y
Y
N
CALIFORNIA ST POLL CONTROL FIN
CALIFORNIA ST POLL CONTROL FIN 2.700
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
2023-06-07
2023-06-07
2040-12-01
Y
MUFG UNION BANK N.A.
1.0000
7
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa3
Moody's Short Rating
P-2
Standard & Poor's Long Rating
A+
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
Aa3
Moody's Short Rating
P-2
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0270
420000.00
420000.00
0.0007
N
Y
N
CALIFORNIA ST STWD CMNTYS DEV
CALIFORNIA ST STWD CMNTYS DEV 3.000
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
2023-06-07
2023-06-07
2034-12-01
Y
CITIBANK N. A.
1.0000
7
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
0.0300
595000.00
595000.00
0.0010
N
Y
N
CALIFORNIA ST STWD CMNTYS DEV
CALIFORNIA ST STWD CMNTYS DEV 3.470
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
2023-06-07
2023-06-07
2026-06-01
Y
BANK OF THE WEST
1.0000
7
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
0.0347
800000.00
800000.00
0.0014
N
Y
N
CALIFORNIA ST STWD CMNTYS DEV AUTH
CALIFORNIA ST STWD CMNTYS DEV AUTH 2.500
1309116Y1
549300KTNI2GCJNX2U48
US1309116Y11
Variable Rate Demand Note
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
A1
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
2023-06-07
2023-06-07
2035-08-01
Y
US BANK NATIONAL ASSOCIATION
1.0000
7
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
US BANK NATIONAL ASSOCIATION
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
0.0250
925000.00
925000.00
0.0016
N
Y
N
CALIFORNIA ST STWD CMNTYS DEV AUTH MF
CALIFORNIA ST STWD CMNTYS DEV AUTH MF 3.240
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+
2023-06-07
2023-06-07
2037-06-15
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
7
N
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
N
0.0324
3800000.00
3800000.00
0.0066
N
Y
N
CALIFORNIA ST STWD CMNTYS DEV AUTH REVENUE
CALIFORNIA ST STWD CMNTYS DEV AUTH REVENUE 2.900
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+
2023-06-07
2023-06-07
2036-08-15
Y
THE NORTHERN TRUST COMPANY
1.0000
7
N
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
Y
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
0.0290
2100000.00
2100000.00
0.0037
N
Y
N
CALIFORNIA ST STWD CMNTYS DEV AUTH REVENUE
CALIFORNIA ST STWD CMNTYS DEV AUTH REVENUE 3.050
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
2023-06-01
2023-06-01
2047-08-15
Y
US BANK NATIONAL ASSOCIATION
1.0000
1
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
US BANK NATIONAL ASSOCIATION
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
0.0305
13265000.00
13265000.00
0.0231
N
Y
Y
N
CALIFORNIA STATEWIDE CMNTYS DEV AUTH
CALIFORNIA STATEWIDE CMNTYS DEV AUTH 2.820
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
2023-06-07
2023-06-07
2029-09-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
7
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0282
1200000.00
1200000.00
0.0021
N
Y
N
CALIFORNIA STATEWIDE CMNTYS DEV AUTH
CALIFORNIA STATEWIDE CMNTYS DEV AUTH 2.960
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+
2023-06-01
2023-06-01
2024-05-15
Y
CHEVRON CORPORATION
1.0000
1
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
0.0296
900000.00
900000.00
0.0016
N
Y
Y
N
CALIFORNIA STATEWIDE CMNTYS DEV AUTH REV
CALIFORNIA STATEWIDE CMNTYS DEV AUTH REV 3.000
130795VL8
549300KTNI2GCJNX2U48
US130795VL87
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aa1
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2023-06-01
2023-06-01
2047-08-15
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
1
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
0.0300
300000.00
300000.00
0.0005
N
Y
Y
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
0.0300
2998199.70
2998199.70
0.0052
N
N
N
CALIFORNIA STATEWIDE COM
CALIFORNIA STATEWIDE COM 3.200
13079TEB7
549300KTNI2GCJNX2U48
US13079TEB70
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+
2023-08-15
2023-08-15
2023-08-15
N
N
N
0.0320
999370.30
999370.30
0.0017
N
N
N
CALIFORNIA STATEWIDE COM
CALIFORNIA STATEWIDE COM 3.050
13078USA2
549300KTNI2GCJNX2U48
US13078USA24
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
0.0305
9996516.00
9996516.00
0.0174
N
N
N
CALIFORNIA STATEWIDE COM
CALIFORNIA STATEWIDE COM 3.200
13079TEA9
549300KTNI2GCJNX2U48
US13079TEA97
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+
2023-08-09
2023-08-09
2023-08-09
N
N
N
0.0320
2998821.00
2998821.00
0.0052
N
N
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
4999383.50
4999383.50
0.0087
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
0.0303
6995893.10
6995893.10
0.0122
N
N
N
CITY OF RIVERSIDE CA
CITY OF RIVERSIDE CA 2.920
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
2023-06-07
2023-06-07
2037-03-01
Y
BANK OF AMERICA N.A.
1.0000
7
N
Fitch Long Rating
AA+
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
BANK OF AMERICA N.A.
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
0.0292
4150000.00
4150000.00
0.0072
N
Y
N
CONNECTICUT ST HLTH & EDUCTNL
CONNECTICUT ST HLTH & EDUCTNL 3.500
20775DTS1
549300ZOQJ5U8YBS5Q35
US20775DTS17
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aaa
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AAA
Standard & Poor's Short Rating
A-1+
2023-06-01
2023-06-01
2042-07-01
Y
YALE UNIVERSITY
1.0000
1
N
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
Aaa
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
AAA
Standard & Poor's Short Rating
A-1+
N
N
0.0350
1430000.00
1430000.00
0.0025
N
Y
Y
N
EAST BAY MUNI UTILITY-WS
EAST BAY MUNI UTILITY-WS 3.050
27102RWB2
549300IZZ5HKLDKRTF96
US27102RWB22
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
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
0.0305
4499950.95
4499950.95
0.0079
N
Y
N
IRVINE CA IMPT BD ACT 1915
IRVINE CA IMPT BD ACT 1915 3.240
463608YH6
549300PJ9FL2XGFR8J79
US463608YH66
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
A1
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
2023-06-01
2023-06-01
2025-09-02
Y
SUMITOMO MITSUI BANKING CORPORATION
1.0000
1
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
0.0324
13600000.00
13600000.00
0.0237
N
Y
Y
N
IRVINE CA IMPT BOND ACT 1915
IRVINE CA IMPT BOND ACT 1915 3.050
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
2023-06-01
2023-06-01
2032-09-02
Y
SUMITOMO MITSUI BANKING CORPORATION-NY
1.0000
1
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
0.0305
930000.00
930000.00
0.0016
N
Y
Y
N
IRVINE CALIF IMPT BD ACT 1915
IRVINE CALIF IMPT BD ACT 1915 3.050
463608U31
549300PJ9FL2XGFR8J79
US463608U310
Variable Rate Demand Note
Y
Fitch Long Rating
AA-
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
2023-06-01
2023-06-01
2029-09-02
Y
US BANK NATIONAL ASSOCIATION
1.0000
1
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
US BANK NATIONAL ASSOCIATION
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
0.0305
3925000.00
3925000.00
0.0068
N
Y
Y
N
IRVINE CALIF IMPT BD ACT 1915
IRVINE CALIF IMPT BD ACT 1915 3.050
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
2023-06-01
2023-06-01
2023-09-02
Y
STATE STREET BANK & TRUST COMPANY
1.0000
1
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
0.0305
150000.00
150000.00
0.0003
N
Y
Y
N
IRVINE CALIF IMPT BD ACT 1915
IRVINE CALIF IMPT BD ACT 1915 3.000
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
2023-06-01
2023-06-01
2026-09-02
Y
STATE STREET BANK & TRUST COMPANY
1.0000
1
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
0.0300
250000.00
250000.00
0.0004
N
Y
Y
N
IRVINE CALIF IMPT BD ACT 1915
IRVINE CALIF IMPT BD ACT 1915 3.050
4636087F0
549300PJ9FL2XGFR8J79
US4636087F04
Variable Rate Demand Note
Y
Fitch Long Rating
AA-
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
2023-06-01
2023-06-01
2029-09-02
Y
US BANK NATIONAL ASSOCIATION
1.0000
1
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
US BANK NATIONAL ASSOCIATION
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
0.0305
3950000.00
3950000.00
0.0069
N
Y
Y
N
IRVINE RANCH CA WTR DIST
IRVINE RANCH CA WTR DIST 3.050
4636324H9
2ZRS7W19IBMY48SFBI68
US4636324H96
Variable Rate Demand Note
Y
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
A1
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
2023-06-01
2023-06-01
2041-10-01
Y
US BANK NATIONAL ASSOCIATION
1.0000
1
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
US BANK NATIONAL ASSOCIATION
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
0.0305
9060000.00
9060000.00
0.0158
N
Y
Y
N
IRVINE RANCH CALIF WTR DIST
IRVINE RANCH CALIF WTR DIST 2.850
4636324K2
2ZRS7W19IBMY48SFBI68
US4636324K26
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
A+
Standard & Poor's Short Rating
A-1
2023-06-01
2023-06-01
2041-10-01
Y
BANK OF AMERICA N.A.
1.0000
1
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
BANK OF AMERICA N.A.
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
0.0285
3345000.00
3345000.00
0.0058
N
Y
Y
N
IRVINE RANCH CALIFORNIA WATER DISTRICT
IRVINE RANCH CALIFORNIA WATER DISTRICT 2.950
4636323W7
2ZRS7W19IBMY48SFBI68
US4636323W72
Variable Rate Demand Note
Y
Fitch Long Rating
NR
Fitch Short Rating
NR
Moody's Long Rating
A1
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
2023-06-01
2023-06-01
2033-04-01
Y
US BANK NATIONAL ASSOCIATION
1.0000
1
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
US BANK NATIONAL ASSOCIATION
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
0.0295
3300000.00
3300000.00
0.0058
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
0.0294
400274.48
400274.48
0.0007
N
N
N
LOS ANGELES CA DEPT OF WTR & P
LOS ANGELES CA DEPT OF WTR & P 2.900
544525A81
US544525A816
Variable Rate Demand Note
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
VMIG1
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2023-06-01
2023-06-01
2050-07-01
Y
TD BANK NATIONAL ASSOCIATION
1.0000
1
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0290
100000.00
100000.00
0.0002
N
Y
Y
N
LOS ANGELES CA DEPT OF WTR & P
LOS ANGELES CA DEPT OF WTR & P 2.930
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+
2023-06-01
2023-06-01
2051-07-01
Y
ROYAL BANK OF CANADA
1.0000
1
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
0.0293
5000000.00
5000000.00
0.0087
N
Y
Y
N
LOS ANGELES CA DEPT OF WTR & P
LOS ANGELES CA DEPT OF WTR & P 2.750
544532BR4
549300S8NXV6YU61GG95
US544532BR44
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+
2023-06-01
2023-06-01
2051-07-01
Y
ROYAL BANK OF CANADA
1.0000
1
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
0.0275
100000.00
100000.00
0.0002
N
Y
Y
N
LOS ANGELES CA DEPT OF WTR & P
LOS ANGELES CA DEPT OF WTR & P 2.850
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
2023-06-01
2023-06-01
2045-07-01
Y
BARCLAYS BANK PLC
1.0000
1
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
0.0285
4000000.00
4000000.00
0.0070
N
Y
Y
N
LOS ANGELES CA DEPT OF WTR & P
LOS ANGELES CA DEPT OF WTR & P 2.850
544532BQ6
549300S8NXV6YU61GG95
US544532BQ60
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+
2023-06-01
2023-06-01
2050-07-01
Y
ROYAL BANK OF CANADA
1.0000
1
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
0.0285
1500000.00
1500000.00
0.0026
N
Y
Y
N
LOS ANGELES CA DEPT OF WTR & PWR WTRWKS REVENUE
LOS ANGELES CA DEPT OF WTR & PWR WTRWKS REVENUE 3.090
544525YN2
US544525YN24
Variable Rate Demand Note
Y
Fitch Long Rating
AA
Fitch Short Rating
F1
Moody's Long Rating
Aa2
Moody's Short Rating
NR
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2023-06-01
2023-06-01
2049-07-01
Y
BARCLAYS BANK PLC
1.0000
1
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
0.0309
3000000.00
3000000.00
0.0052
N
Y
Y
N
LOS ANGELES CA DEPT WTR & PWR REVENUE
LOS ANGELES CA DEPT WTR & PWR REVENUE 2.750
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
2023-06-07
2023-06-07
2034-07-01
Y
BARCLAYS BANK PLC
1.0000
7
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0275
2000000.00
2000000.00
0.0035
N
Y
N
LOS ANGELES CALIF WTR & PWR REV
LOS ANGELES CALIF WTR & PWR REV 2.850
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
2023-06-01
2023-06-01
2034-07-01
Y
BARCLAYS BANK PLC
1.0000
1
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
0.0285
8900000.00
8900000.00
0.0155
N
Y
Y
N
LOS ANGELES CNTY CAPITAL
LOS ANGELES CNTY CAPITAL 2.900
54468VGN7
254900NGUPWO7FB6II89
US54468VGN73
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+
2023-06-28
2023-06-28
2023-06-28
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
0.0290
19999880.00
19999880.00
0.0349
N
N
N
LOS ANGELES MUNI IMPRVMT
LOS ANGELES MUNI IMPRVMT 2.700
54461NBL1
549300ZJ0YLTZNSR8F57
US54461NBL10
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
US BANK NATIONAL ASSOCIATION
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
0.0270
4999804.00
4999804.00
0.0087
N
Y
N
MET WTR DIST OF STHRN CA WTRWK
MET WTR DIST OF STHRN CA WTRWK 2.900
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
2023-06-01
2023-06-01
2047-07-01
Y
PNC BANK NATIONAL ASSOCIATION
1.0000
1
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
0.0290
450000.00
450000.00
0.0008
N
Y
Y
N
NUVEEN CA AMT-FREE MUNI INCOME FUND
NUVEEN CA AMT-FREE MUNI INCOME FUND 3.440
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
2023-06-07
2023-06-07
2046-06-01
Y
SUMITOMO MITSUI BANKING CORPORATION-NY
1.0000
7
N
Fitch Long Rating
A-
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
Y
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
0.0344
12000000.00
12000000.00
0.0209
N
Y
N
NUVEEN CALIF DIVID ADVANTAGE MUN
NUVEEN CALIF DIVID ADVANTAGE MUN 3.500
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
2023-06-07
2023-06-07
2041-06-01
Y
SOCIETE GENERALE SA
1.0000
7
N
Fitch Long Rating
A
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
Y
SOCIETE GENERALE SA
1.0000
Fitch Long Rating
A
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
N
0.0350
25000000.00
25000000.00
0.0436
N
Y
N
NUVEEN CALIF DIVID ADVANTAGE MUN FD
NUVEEN CALIF DIVID ADVANTAGE MUN FD 3.480
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+
2023-06-07
2023-06-07
2042-12-01
Y
ROYAL BANK OF CANADA - NY
1.0000
7
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
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
0.0348
14000000.00
14000000.00
0.0244
N
Y
N
ORANGE CNTY CA WTR DIST COPS
ORANGE CNTY CA WTR DIST COPS 2.800
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
2023-06-07
2023-06-07
2042-08-01
Y
BANK OF AMERICA N.A.
1.0000
7
N
Fitch Long Rating
AA+
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
BANK OF AMERICA N.A.
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
0.0280
4650000.00
4650000.00
0.0081
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
20626401.33
20626401.33
0.0360
N
Y
N
RANCHO CA WTR DIST CMNTY FACS
RANCHO CA WTR DIST CMNTY FACS 3.040
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
2023-06-07
2023-06-07
2028-09-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
7
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0304
355000.00
355000.00
0.0006
N
Y
N
RBC MUNI PRODUCTS INC TRUST
RBC MUNI PRODUCTS INC TRUST 3.560
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
2023-10-02
2023-10-02
2041-10-01
Y
ROYAL BANK OF CANADA - NY
1.0000
124
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
0.0356
1050000.00
1050000.00
0.0018
N
N
N
RIB FLOATER TRUST
RIB FLOATER TRUST 3.970
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
2023-06-01
2023-06-01
2042-08-01
Y
BARCLAYS BANK PLC
1.0000
1
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
0.0397
1985000.00
1985000.00
0.0035
N
Y
Y
N
RIB FLOATER TRUST
RIB FLOATER TRUST 3.970
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
2023-06-07
2023-06-07
2048-04-01
Y
BARCLAYS BANK PLC
1.0000
7
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0397
1625000.00
1625000.00
0.0028
N
Y
N
RIVERSIDE CALIF ELEC REV
RIVERSIDE CALIF ELEC REV 2.600
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
2023-06-07
2023-06-07
2029-10-01
Y
BARCLAYS BANK PLC
1.0000
7
N
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
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
0.0260
550000.00
550000.00
0.0010
N
Y
N
RIVERSIDE CNTY CA HSG AUTH
RIVERSIDE CNTY CA HSG AUTH 2.800
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+
2023-06-07
2023-06-07
2027-01-15
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
7
N
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
N
0.0280
425000.00
425000.00
0.0007
N
Y
N
SACRAMENTO CNTY CA HSG AUTH
SACRAMENTO CNTY CA HSG AUTH 2.800
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+
2023-06-07
2023-06-07
2029-07-15
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
7
N
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
N
0.0280
1175000.00
1175000.00
0.0020
N
Y
N
SAN BERNARDINO CNTY CA MF REVE
SAN BERNARDINO CNTY CA MF REVE 2.800
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+
2023-06-07
2023-06-07
2029-05-15
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
7
N
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
N
0.0280
2515000.00
2515000.00
0.0044
N
Y
N
SAN BERNARDINO CNTY CA MF REVE
SAN BERNARDINO CNTY CA MF REVE 2.800
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+
2023-06-07
2023-06-07
2029-05-15
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
7
N
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
N
0.0280
1400000.00
1400000.00
0.0024
N
Y
N
SAN BERNARDINO CNTY CA MF REVE
SAN BERNARDINO CNTY CA MF REVE 2.800
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+
2023-06-07
2023-06-07
2029-05-15
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
7
N
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
N
0.0280
700000.00
700000.00
0.0012
N
Y
N
SAN BERNARDINO CNTY CALIF MULTI-FAMILY
SAN BERNARDINO CNTY CALIF MULTI-FAMILY 2.800
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+
2023-06-07
2023-06-07
2029-05-15
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
7
N
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
N
0.0280
950000.00
950000.00
0.0017
N
Y
N
SAN DIEGO CA UNIF SCH DIST
SAN DIEGO CA UNIF SCH DIST 5.000
797356EK4
US797356EK45
Other Municipal Security
Y
Fitch Long Rating
AAA
Fitch Short Rating
NR
Moody's Long Rating
Aa2
Moody's Short Rating
NR
Standard & Poor's Long Rating
NR
Standard & Poor's Short Rating
NR
2023-07-01
2023-07-01
2023-07-01
N
N
N
0.0323
5007019.50
5007019.50
0.0087
N
N
N
SAN DIEGO CALIF HSG AUTH
SAN DIEGO CALIF HSG AUTH 3.560
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
2023-06-07
2023-06-07
2039-10-01
Y
CITIBANK N. A.
1.0000
7
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
0.0356
2445000.00
2445000.00
0.0043
N
Y
N
SAN DIEGO CNTY CA COPS
SAN DIEGO CNTY CA COPS 3.110
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
2023-06-07
2023-06-07
2030-09-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
7
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0311
100000.00
100000.00
0.0002
N
Y
N
SAN DIEGO COPS-VAR
SAN DIEGO COPS-VAR 2.800
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
2023-06-07
2023-06-07
2034-11-01
Y
THE NORTHERN TRUST COMPANY
1.0000
7
N
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
Y
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
0.0280
3450000.00
3450000.00
0.0060
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
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0330
5000722.50
5000722.50
0.0087
N
N
N
SAN DIEGO WATER AUTH
SAN DIEGO WATER AUTH 2.850
79741VFX2
549300Y0QN5OFKA1G520
US79741VFX29
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+
2023-06-08
2023-06-08
2023-06-08
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
0.0285
10999366.40
10999366.40
0.0192
N
N
N
SAN DIEGO WATER AUTH
SAN DIEGO WATER AUTH 2.700
79741VFW4
549300Y0QN5OFKA1G520
US79741VFW46
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
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
0.0270
10999707.40
10999707.40
0.0192
N
Y
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
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0305
4999984.50
4999984.50
0.0087
N
Y
N
SAN FRANCISCO CITY & CNTY CA REDEV
SAN FRANCISCO CITY & CNTY CA REDEV 3.290
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
2023-06-07
2023-06-07
2033-12-01
Y
CITIBANK N. A.
1.0000
7
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
0.0329
725000.00
725000.00
0.0013
N
Y
N
SAN JOSE CA MF HSG REVENUE
SAN JOSE CA MF HSG REVENUE 3.560
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+
2023-06-07
2023-06-07
2032-03-01
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
7
N
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
Y
FEDERAL NATIONAL MORTGAGE ASSOCIATION DBA FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.0000
Fitch Long Rating
AAA
Fitch Short Rating
F1+
Moody's Long Rating
Aaa
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA+
Standard & Poor's Short Rating
A-1+
N
0.0356
2000000.00
2000000.00
0.0035
N
Y
N
SANTA CLARA CNTY CA FING AUTH REVENUE
SANTA CLARA CNTY CA FING AUTH REVENUE 3.040
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
2023-06-07
2023-06-07
2044-02-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
7
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0304
200000.00
200000.00
0.0003
N
Y
N
SANTA CLARA COUNTY FINANCING AUTHORITY
SANTA CLARA COUNTY FINANCING AUTHORITY 2.930
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
2023-06-07
2023-06-07
2035-05-15
Y
BANK OF AMERICA N.A.
1.0000
7
N
Fitch Long Rating
AA+
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
BANK OF AMERICA N.A.
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
0.0293
6300000.00
6300000.00
0.0110
N
Y
N
STATE OF CALIFORNIA
STATE OF CALIFORNIA 2.350
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+
2023-06-07
2023-06-07
2033-05-01
Y
TD BANK NATIONAL ASSOCIATION
1.0000
7
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
Y
TD BANK NATIONAL ASSOCIATION
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
0.0235
1385000.00
1385000.00
0.0024
N
Y
N
STHRN CALIFORNIA ST PUBLIC PWR
STHRN CALIFORNIA ST PUBLIC PWR 2.350
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+
2023-06-07
2023-06-07
2036-07-01
Y
SUMITOMO MITSUI BANKING CORPORATION-NY
1.0000
7
N
Fitch Long Rating
A-
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A
Standard & Poor's Short Rating
A-1
Y
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
0.0235
1815000.00
1815000.00
0.0032
N
Y
N
STHRN CALIFORNIA ST PUBLIC PWR
STHRN CALIFORNIA ST PUBLIC PWR 3.800
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
AA-
Standard & Poor's Short Rating
A-1
2023-06-01
2023-06-01
2036-07-01
Y
BANK OF AMERICA N.A.
1.0000
1
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
0.0380
18500000.00
18500000.00
0.0323
N
Y
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.450
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
2023-06-07
2023-06-07
2047-05-15
Y
BARCLAYS BANK PLC
1.0000
7
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0345
1880000.00
1880000.00
0.0033
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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
2023-06-07
2023-06-07
2045-08-15
Y
BANK OF AMERICA N.A.
1.0000
7
Y
Fitch Long Rating
AA+
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0344
2665000.00
2665000.00
0.0046
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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+
2023-06-07
2023-06-07
2047-08-01
Y
BARCLAYS BANK PLC
1.0000
7
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
BARCLAYS BANK PLC
1.0000
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0344
2400000.00
2400000.00
0.0042
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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+
2023-06-07
2023-06-07
2043-08-01
Y
BANK OF AMERICA N.A.
1.0000
7
Y
Fitch Long Rating
AA+
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
BANK OF AMERICA N.A.
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
1485000.00
1485000.00
0.0026
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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+
2023-06-07
2023-06-07
2050-12-01
Y
ROYAL BANK OF CANADA - NY
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0344
5905000.00
5905000.00
0.0103
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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
2023-06-07
2023-06-07
2047-08-01
Y
BARCLAYS BANK PLC
1.0000
7
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0344
4000000.00
4000000.00
0.0070
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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
2023-06-07
2023-06-07
2045-08-01
Y
ROYAL BANK OF CANADA - NY
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
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
0.0344
1900000.00
1900000.00
0.0033
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.460
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+
2023-06-07
2023-06-07
2048-12-01
Y
BANK OF AMERICA N.A.
1.0000
7
Y
Fitch Long Rating
AA+
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0346
2500000.00
2500000.00
0.0044
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.430
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
2023-06-07
2023-06-07
2042-07-01
Y
UBS AG-STAMFORD BRANCH
1.0000
7
Y
Fitch Long Rating
AA-
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0343
4325000.00
4325000.00
0.0075
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.430
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
2023-06-07
2023-06-07
2047-11-01
Y
BARCLAYS BANK PLC
1.0000
7
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0343
1875000.00
1875000.00
0.0033
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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+
2023-06-07
2023-06-07
2047-08-01
Y
BARCLAYS BANK PLC
1.0000
7
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0344
4675000.00
4675000.00
0.0082
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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
2023-06-07
2023-06-07
2052-07-01
Y
BANK OF AMERICA N.A.
1.0000
7
Y
Fitch Long Rating
AA+
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0344
2915000.00
2915000.00
0.0051
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.430
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
2023-06-07
2023-06-07
2047-05-15
Y
BARCLAYS BANK PLC
1.0000
7
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0343
1875000.00
1875000.00
0.0033
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.430
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+
2023-06-07
2023-06-07
2048-05-15
Y
BARCLAYS BANK PLC
1.0000
7
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0343
2000000.00
2000000.00
0.0035
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.470
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+
2023-06-07
2023-06-07
2047-05-15
Y
TORONTO-DOMINION BANK/NY
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0347
1500000.00
1500000.00
0.0026
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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+
2023-06-07
2023-06-07
2042-11-01
Y
TORONTO-DOMINION BANK/NY
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0344
1705000.00
1705000.00
0.0030
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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
2023-06-07
2023-06-07
2047-07-01
Y
MORGAN STANLEY BANK NA
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa3
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0344
7750000.00
7750000.00
0.0135
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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+
2023-06-07
2023-06-07
2042-08-01
Y
ROYAL BANK OF CANADA - NY
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
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
0.0344
5270000.00
5270000.00
0.0092
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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+
2023-06-07
2023-06-07
2051-08-15
Y
BARCLAYS BANK PLC
1.0000
7
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0344
770000.00
770000.00
0.0013
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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+
2023-06-07
2023-06-07
2051-05-15
Y
TORONTO-DOMINION BANK/NY
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0344
1280000.00
1280000.00
0.0022
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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+
2023-06-07
2023-06-07
2041-05-15
Y
BARCLAYS BANK PLC
1.0000
7
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0344
2500000.00
2500000.00
0.0044
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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+
2023-06-07
2023-06-07
2049-09-01
Y
TORONTO-DOMINION BANK/NY
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0344
4000000.00
4000000.00
0.0070
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
88035FJ92
US88035FJ928
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+
2023-06-07
2023-06-07
2053-08-01
Y
ROYAL BANK OF CANADA - NY
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0344
3335000.00
3335000.00
0.0058
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.430
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+
2023-06-07
2023-06-07
2051-11-01
Y
MORGAN STANLEY BANK NA
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa3
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0343
5000000.00
5000000.00
0.0087
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
88035FZN3
US88035FZN31
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+
2023-06-07
2023-06-07
2051-05-15
Y
ROYAL BANK OF CANADA - NY
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
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
0.0344
1000000.00
1000000.00
0.0017
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
88035FL24
US88035FL247
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+
2023-06-07
2023-06-07
2053-08-01
Y
ROYAL BANK OF CANADA - NY
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0344
3750000.00
3750000.00
0.0065
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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+
2023-06-07
2023-06-07
2045-11-01
Y
ROYAL BANK OF CANADA - NY
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0344
1330000.00
1330000.00
0.0023
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.490
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+
2023-06-07
2023-06-07
2046-05-01
Y
BANK OF AMERICA N.A.
1.0000
7
Y
Fitch Long Rating
AA+
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
BANK OF AMERICA N.A.
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
0.0349
4690000.00
4690000.00
0.0082
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.450
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
2023-06-07
2023-06-07
2051-07-01
Y
BARCLAYS BANK PLC
1.0000
7
Y
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
Y
BARCLAYS BANK PLC
1.0000
Fitch Long Rating
A+
Fitch Short Rating
F1
Moody's Long Rating
A1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
0.0345
1500000.00
1500000.00
0.0026
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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+
2023-06-07
2023-06-07
2047-09-01
Y
ROYAL BANK OF CANADA - NY
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0344
3840000.00
3840000.00
0.0067
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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+
2023-06-07
2023-06-07
2046-08-01
Y
ROYAL BANK OF CANADA - NY
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
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
0.0344
1800000.00
1800000.00
0.0031
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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
2023-06-07
2023-06-07
2045-04-01
Y
WELLS FARGO BANK NATIONAL ASSOCIATION.
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0344
3130000.00
3130000.00
0.0055
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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+
2023-06-07
2023-06-07
2051-05-15
Y
ROYAL BANK OF CANADA - NY
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0344
1000000.00
1000000.00
0.0017
N
Y
N
TENDER OPTION BOND TRUST RECEI
TENDER OPTION BOND TRUST RECEI 3.440
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+
2023-06-07
2023-06-07
2050-08-15
Y
TORONTO-DOMINION BANK/NY
1.0000
7
Y
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
N
0.0344
2650000.00
2650000.00
0.0046
N
Y
N
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES 3.440
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
2023-06-07
2023-06-07
2047-07-01
Y
BANK OF AMERICA N.A.
1.0000
7
Y
Fitch Long Rating
AA+
Fitch Short Rating
F1+
Moody's Long Rating
Aa1
Moody's Short Rating
P-1
Standard & Poor's Long Rating
A+
Standard & Poor's Short Rating
A-1
N
N
0.0344
7130000.00
7130000.00
0.0124
N
Y
N
UNIV OF CALIFORNIA CA REVENUES
UNIV OF CALIFORNIA CA REVENUES 2.920
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+
2023-06-01
2023-06-01
2048-05-15
Y
UNIV OF CALIFORNIA CA REVENUES
1.0000
1
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
0.0292
23300000.00
23300000.00
0.0406
N
Y
Y
N
UNIV OF CALIFORNIA CA REVENUES
UNIV OF CALIFORNIA CA REVENUES 2.850
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+
2023-06-01
2023-06-01
2048-05-15
Y
UNIV OF CALIFORNIA CA REVENUES
1.0000
1
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
0.0285
2870000.00
2870000.00
0.0050
N
Y
Y
N
UNIV OF CALIFORNIA CA REVENUES
UNIV OF CALIFORNIA CA REVENUES 3.000
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+
2023-06-01
2023-06-01
2048-05-15
Y
UNIV OF CALIFORNIA CA REVENUES
1.0000
1
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
0.0300
13575000.00
13575000.00
0.0237
N
Y
Y
N
UNIV OF CALIFORNIA CA REVENUES
UNIV OF CALIFORNIA CA REVENUES 2.800
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+
2023-06-01
2023-06-01
2048-05-15
Y
UNIV OF CALIFORNIA CA REVENUES
1.0000
1
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
0.0280
14570000.00
14570000.00
0.0254
N
Y
Y
N
UNIV OF CALIFORNIA CA RGTS MED
UNIV OF CALIFORNIA CA RGTS MED 2.900
913366KA7
US913366KA73
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+
2023-06-01
2023-06-01
2045-05-15
Y
UNIVERSITY OF CALIF MEDICAL CENTERS
1.0000
1
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
0.0290
4890000.00
4890000.00
0.0085
N
Y
Y
N
UNIV OF CALIFORNIA CA RGTS MED CENTER
UNIV OF CALIFORNIA CA RGTS MED CENTER 2.900
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+
2023-06-01
2023-06-01
2047-05-15
Y
UNIVERSITY OF CALIF MEDICAL CENTERS
1.0000
1
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
0.0290
19550000.00
19550000.00
0.0341
N
Y
Y
N
UNIVERSITY CALIF REGTS MED CTR POOLED
UNIVERSITY CALIF REGTS MED CTR POOLED 2.900
913366AW0
US913366AW04
Variable Rate Demand Note
Y
Fitch Long Rating
AA-
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
2023-06-01
2023-06-01
2032-05-15
Y
UNIVERSITY OF CALIF MEDICAL CENTERS
1.0000
1
N
Fitch Long Rating
AA-
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
0.0290
500000.00
500000.00
0.0009
N
Y
Y
N
UNIVERSITY OF CALIFORNIA
UNIVERSITY OF CALIFORNIA 3.000
91412GSJ5
US91412GSJ57
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+
2023-06-01
2023-06-01
2048-05-15
Y
UNIVERSITY OF CALIFORNIA
1.0000
1
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
0.0300
730000.00
730000.00
0.0013
N
Y
Y
N
UNIVERSITY OF CALIFORNIA
UNIVERSITY OF CALIFORNIA 3.150
91412XXM5
US91412XXM54
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+
2023-08-10
2023-08-10
2023-08-10
N
N
N
0.0315
6995881.90
6995881.90
0.0122
N
N
N
WSTRN CA MUNI WTR DISTS FACS AUTH WTR
WSTRN CA MUNI WTR DISTS FACS AUTH WTR 2.400
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+
2023-06-07
2023-06-07
2042-10-01
Y
TD BANK NATIONAL ASSOCIATION
1.0000
7
N
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
Y
TD BANK NATIONAL ASSOCIATION
1.0000
Fitch Long Rating
AA
Fitch Short Rating
F1+
Moody's Long Rating
Aa2
Moody's Short Rating
P-1
Standard & Poor's Long Rating
AA-
Standard & Poor's Short Rating
A-1+
N
0.0240
300000.00
300000.00
0.0005
N
Y
N
JPMorgan California Municipal Money Market Fund
2023-06-07
Timothy J. Clemens
Timothy J. Clemens
Treasurer