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RTIRZ-2010-08 - 2010-06-14RESOLUTION NO. RTIRZ-2010-08 A RESOLUTION OF THE TAX INCREMENT REINVESTMENT ZONE NO. 2 (TIRZ), ACCEPTING THE INVESTMENT REPORT FOR THE QUARTERS ENDING MARCH 2O09, JUNE 2009, SEPTEMBER 2009, DECEMBER 2009, AND MARCH 2O10. BE IT RESOLVED BY THE TIRZ BOARD OF DIRECTORS: Section 1. That the Board hereby accepts the Investment Reports for the Quarter ending March 2009 through March 2010. PASSED, APPROVED, and ADOPTED this 14t" day of June, A.D., 2010. NIGEL HARRISON TIRZ NO. 2 CHAIRMAN ATTEST: 6 MIKE PYBUR TIRZ NO. 2 SECRETARY TIRZ II Quarterly Investment Report December 31, 2008 - March 31, 2009 Portfolio at December 31, 2008 Portfolio at March 31, 2009 Beginning Book Value $ 4,838,605.58 Ending Book Value $ 5,514,171.98 Beginning Market Value 4,849,726.33 Ending Market Value 5,520,606.88 Accrued Interest Receivable - Accrued Interest Receivable Unrealized Gain/(Loss) Unrealized Gain/(Loss) - Change in Unrealized Gain/Loss - Change in Unrealized Gain/Loss - Weighted Average Maturity 40 Days Weighted Average Maturity 19 Days Change in Market Value (1,611,797.25) Change in Market Value 670,880.55 Yield to Maturity at Cost 1.73% Yield to Maturity at Cost 1.30% T-Bill Benchmark 0.37% T-Bill Benchmark 0.57% Agency Note Benchmark 0.96% Agency Note Benchmark 0.65 /o Average for Quarter Total Rate of Return 1.31% 1 Year T-Bill Benchmark Yield 0.60% Agency Note Benchmark Yield 0.68% This quarterly report is in compliance with the investment policy and strategy as established by the City and the Public Funds Investment Act (Chapter 2256, Texas Government Code). Prepared by: _0 bm Claire Bogard Rick a rd Director of Finance Assistant Director of Finance TIRZ II Summary by Type on 03/31/2009 Description Face Amount \ Shares Cost Value Book Value Market Value YTM @ Cost Coupon Days To Maturity Cash $ 967,911.20 $ 967,911.20 $ 967,911.20 $ 967,911.20 1.02 1 MM 3,553,295.68 3,553,295.68 3,553,295.68 3,553,295.68 1.02 1 Agency 1,000,000.00 982,570.00 992,965.10 999,400.00 2.56 101 Total/Average $ 5,521,206.88 $ 5,503,776.88 $ 5,514,171.98 $ 5,520,606.881 1.301 1 19 Group Portfolio Holdings by Type ®Cash ■MM ■Agency Book Value by Maturity 6,000,000.00 4,500,000.00 4,000,000.00 3,500,000.00 3.000.000.00 2,500,000.00 2,000,000.00 1,500,000.00 1,000,000.00 500,000.00 3Q pays 60 pays 913pays 0 pals 3 pals 13 pals 1 31 g1 9A .12 -W ,13 1W\ 13 interest Kates Anse lJrst r11e me 1u 3 ti Zy-f ly-r Zxt N r ZQ-Yl 19-Iff 12/31/2008 0.11 0.11 0.27 0.37 0.76 1.00 1.55 1.87 2.25 3.05 2.69 3/31/2009 0.17 0.21 0.43 0.57 0.81 1.15 1.67 2.28 2.71 3.61 3.56 TIRZ II Portfolio Holdings on 03/31/2009 Description Cusip Portfolio Name Face Amount \ Shares Cost Value Book Value Market Value YTM @ Cost Purchase Date Maturity Date DTM Accrued Interest Portfolio % 66: TIRZ 11 Wells Fa Var. Cash WFSWEEP 66: TIRZ 11 $ 967,911.20 $ 967,911.20 $ 967,911.20 $ 967,911.20 1.02 4/1/2009 1 5 17.5% Wells Fa Var. MM WF7843 66: TIRZ 11 3,553,295.68 3,553,29S.68 3,553,295.68 3,553,295.68 1.02 4/1/2009 1 64.4% FHIB 0 07/10/09 1313385HY5 66: TIRZ 11 1 1,000,000.00 982,570.00 992,965.101 999,400.00 2.56 10/31/2008 7/10/2009 101 18.1% Total/Average $ 5,522,206.88 $ 5,503,776.88 $ 5,514,171.98 $ 5,520,606.88 1,30 19 $ 100.09�0 TIRZ 11 Portfolio Holdings 12/31/2008to 03/31/2009 Description Cusip Portfolio Name Type Maturity Date Annualized Total Rate of Return Begin Book Val Buys Sells Amortized Discount Amortized Premium End Book Val investment Income Cas Wells Fa Var. Cash WFSWEEP 66: TIRZ II Cash 1.16 5 652,209.81 833,161.66 517,460.27 967,911.20 2,981.09 Total Cash 1.16 652,209.81 833,161.66 S17,460.27 967,911.20 2,981.09 FHLB FHLB 007 10 09 313385HY 66: TIRZ 11 FHLB 7 10 2009 2.53 986,779.25 6,185.85 992,965.10 6,185.85 Total FHLB 2.53 986,779.25 6,185.85 992,965.10 6,185.85 MM Wells Fa Var. MM WF7843 66: TIRZ II MM 1.02 3,199,616.52 1,387,893.42 1,034,214.26 3,553,295.68 8,981.15 Total MM 1.02 3,199,616.52 1,387,893.42 1,034,214.26 3,553,295.68 8,981.10 TIRZ II Quarterly Investment Report March 31, 2009 - June 30, 2009 Portfolio at March 31. 2009 Portfolio at June 30, 2009 Ending Book Value $ 5,514,171.98 Ending Book Value $ 8,854,087.75 Ending Market Value 5,520,606.88 Ending Market Value 8,854,788.72 Accrued Interest Receivable - Accrued Interest Receivable - Unrealized Gain/(Loss) - Unrealized Gain/(Loss) - Change in Unrealized Gain/Loss - Change in Unrealized Gain/Loss - Weighted Average Maturity 19 Days Weighted Average Maturity 2 Days Change in Market Value 670,880.55 Change in Market Value 3,334,181.84 Yield to Maturity at Cost 1.30% Yield to Maturity at Cost 0.65% T-Bill Benchmark 0.57% T-Bill Benchmark 0.51% Agency Note Benchmark 0.65% Agency Note Benchmark 0.23% Average for Quarter Total Rate of Return 0.91% 1 Year T-Bill Benchmark Yield 0.52% Agency Note Benchmark Yield 0.19% This quarterly report is in compliance with the investment policy and strategy as established by the City and the Public Funds Investment Act (Chapter 2256, Texas Government Code). Prepared by: LcLL� Claire Bogard Director of Finance T'j Ric rga d Assistant Director of Finance Fatima Uwakwe Senior Accountant TI RZ 11 Summary by Type on 6/30/2009 Description Face Amount \ Shares Cost Value Book Value Market Value YTM UM Cost Days To Maturity Cash $ 1,427,555.14 5 1,427,555.14 $ 1,427,555.14 $ 1,427,555.14 0.42 1 MM 6,427,233.58 6,427,233.58 6,427,233.58 6,427,233.58 0.41 1 Agency 1,000,000.00 982,570.00 999,299.03 1,000,000.00 2.56 10 Total/Average $ 8,837,358.72 $ 8,854,788.72 0.65 2 8,854,788.72 $ 8,854,087.75 $ Group Portfolio Holdings by Type 11% oCash ■MM •Agency 10,000,000.00 9.000.000.00 8,000,000.00 7,000,000.00 6,000,000.00 5,000,000.00 4,000,000.00 3,000,000.00 2,000,000.00 1,000,000.00 0.00 Book Value by Maturity o 1 00,1111, Date m0 3 mq §,ma 1_yr ? Xr 3 ]L 5 yr 7 1L 141E 70 Vr 3/31/2009 0,17 0.21 OA3 0.57 0.81 1.15 1.67 2,28 2.71 3.61 3.56 6/30/2009 0.17 0.19 0.35 0.56 1,11 1.64 2.54 3.19 3.53 4.30 4,32 Yield Curve Comparison 5,00 4,50 4.00 3.50 3.00 _._.....- - TIRZ s PortfoUo YT_M .9.1% 2Day WAM: m 2.50 1.50 _ ___ _ _..__a..._.. __ _ __ _ rr _ _..._.. 1.00 0.50 0.00 -- - 1 mo 3 mo 6 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr 20 yr 30 yr I-6/30aOO9 3131r2009 Portfolio vs. Benchmark 6.00 5.00 4.00 _ ,_ ._. _. __ .__ _W_,� _ ._ 3.00 2.00 1.00 ONo veoA��a��Feb��a�� �Q�R4e j4�z$����p�9�-,e'V ��0" 'Oe, 0", F9 riq e'O O"t" V-0, a�1p9 JSl, �- Portfolio Total 1 Year T-Bill Agency Note City of Pearland Quarterly Investment Report Report Format: By CUSIP Group By: Security Type Portfolio/Report Group: 66: TIRZ II Begin Date: 3/31/2009, End Date: 6/30/2009 Portfolio Maturity Annualized Amortized Amortized Investment Description CUSIP/Ticker Name Date TRR-BV Beginning BV Buy Principal Sell Principal Discount Premium Ending BV Income-BV CASH Wells Fargo WFSWEEP 66: TIRZ N/A 0.71 967,911.20 459,643.94 0.00 0.00 0.00 1,427,555.14 2,316.16 Sweep Cash II Sub 0.71 967,911.20 459,643.94 0.00 0.00 0.00 1,427,555.14 2,316.16 Total/Average Cash FHLB BOND FHLB 0 313385HY5 66: TIRZ 7/10/2009 2.58 992,965.09 0.00 0.00 6,333.94 0.00 999,299.03 6,333.94 7/10/2009 II Sub Total/Average 2.58 992,965.09 0.00 0.00 6,333.94 0.00 999,299.03 6,333.94 FHLB Bond MONEY MARKET Wells Fargo MM WF7843 66: TIRZ N/A 0.68 3,553,295.68 11,464,604.98 8,590,667.08 0.00 0.00 6,427,233.58 10,422.21 II Sub Total/Average 0.68 3,553,295.68 11,464,604.98 8,590,667.08 0.00 0.00 6,427,233.58 10,422.21 Money Market Total / 0.91 5,514,171.97 11,924,248.92 8,590,667.08 6,333.94 0.00 8,854,087.75 19,072.31 Average Page l of 1 City of Pearland City of Pearland - By Security Type Report Format: By CUSIP Group By: Security Type Portfolio/Report Group: 66: TIRZ II As of 6/30/2009 Portfolio Face YTM @ Settlement Maturity Days To Accrued % of Description CUSIP/Ticker Name Amount/Shares Cost Value Book Value Market Value Cost Date Date Maturity Interest Portfolio Cash Wells Fargo Sweep Cash WFSWEEP 66: TIRZ II 1,427,555.14 1,427,555.14 1,427,555.14 1,427,555.14 0.42000 N/A N/A 1 N/A 16.12 Sub Total / Average 1,427,555.14 1,427,555.14 1,427,555.14 1,427,555.14 0.42000 1 0.00 16.12 FHLB Bond FHLB 0 7/10/2009 7/10 313385HY5 66- TIRZ II 1,000,000.00 982,570.00 999,299.03 1,000,000.00 2.56033 N/A 7/10/2009 10 0.00 11.29 Sub Total / Average 1,000,000.00 982,570.00 999,299.03 1,000,000.00 2.56033 SO 0.00 11.29 Money Market Wells Fargo MM WF7843 66: TIRZ II 6,427,233.58 6,427,233.58 6,427,233.58 6,427,233.58 0.41000 N/A N/A 1 N/A 72.58 Sub Total / Average 6,427,233.58 6,427,233.58 6,427,233.58 6,427,233.58 0.41000 1 0.00 72.58 Total / Average 8,854,788.72 8,837,358.72 8,854,087.75 8,854,788.72 0.65446 2 0.00 100 Page I of' I TI RZ 11 Quarterly Investment Report June 30, 2009 - September 30, 2009 Portfolio at June 30, 2009 Portfolio at September 30, 2009 Ending Book Value $ 8,854,087.75 Ending Book Value $ 7,836,346.90 Ending Market Value 8,854,788.72 Ending Market Value 7,836,346.90 Accrued Interest Receivable Accrued Interest Receivable Unrealized Gain/(Loss) - Unrealized Gain/(Loss) - Change in Unrealized Gain/Loss - Change in Unrealized Gain/Loss - Weighted Average Maturity 2 Days Weighted Average Maturity 1 Days Change in Market Value 3,334,181.84 Change in Market Value (1,018,441.82) Yield to Maturity at Cost 0.65% Yield to Maturity at Cost 0.10% T-Bill Benchmark 0.51% T-Bill Benchmark 0.40% Agency Note Benchmark 0.23% Agency Note Benchmark 0.21% Average for Quarter Total Rate of Return 0.29% 1 Year T-Bill Benchmark Yield 0.45% Agency Note Benchmark Yield 0.28% This quarterly report is in compliance with the investment policy and strategy as established by the City and the Public Funds Investment Act (Chapter 2256, Texas Government Code). Prepared by: Claire Bogard Director of Finance Rick e a Fatima Uwakwe Assistant Director of Finance Senior Accountant TIRZ it Summary by Type September 30, 2009 Description Face Amount \ Shares Cost Value Book Value Market Value YTM P Cost Days To Maturity Cash $ 4,227,776.91 $ 4,227,776.91 $ 4,227,776.91 $ 4,227,776.91 0.10 1 MM 3,608,569.99 3,608,569.99 3,608,S69.99 3,608,569.99 0.09 1 Total/Average $ 7,836,346.90 $ 7,836,346.90 $ 7,836,346.90 $ 7,836,346.90 0.10 1 46% Group Portfolio Holdings by Type ®Cash ■MM $9,000,000.00 $8,000.000.00 $7,000,000.00 $6,000.000.00 $5,000.000.00 $4.000,000.00 $3,000.000.00 $2,000.000.00 $1.000.000.00 Book Value by Maturity DIU 1 mo �Y 6 -o Lyr uam caa aa zM aca rM in LYL 10 Vr 20 vr 30 yr 6/30/2009 0.17 0.19 0.35 0.56 1.11 1.64 2.54 3.19 3.53 4.30 4.32 9/30/2009 0.06 0.14 0.18 0.40 0.95 1.45 2.31 2.93 3.31 4.02 4.03 5.00 4.50 4.00 3.50 3.00 2.50 2,00 1.50 1.00 0.50 0.00 O.UU 5.00 4.00 3.00 2.00 1.00 Yield Curve Comparison TIRZ's Portfolio YTM .29°/v 1 Day WAM I mo 3 mo 6 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr 20 yr 30 yt +-9r3WOO9-.-WWrAW Portfolio vs. Benchmark OIX; ' bel�r�NaV Feed;011 �$W 01 cNOV N" 09 Se'v b& ;0*I' Deo� e Fe 02, �wq 40�l Sr� N", ip 9 Seq�9 -+-Portfolio Total 1 Year T-8111 -Agency Note City of Pearland Quarterly Investment Report Report Format: By CUSIP Group By: Security Type Portfolio/Report Group: 66: TIRZ II Begin Date: 6/30/2009, End Date: 9/30/2009 Portfolio Description CUSIP/Ticker Name Maturity Date Annualized TRR-BV Beginning BV Buy Principal Sell Principal Amortized Discount Amortized Premium Ending BV Investment Income-BV CASH Wells Fargo Sweep WFSWEEP 66: TIRZ N/A 0.27 1,427,555.14 2,828,320.37 28,098.60 0.00 0.00 4,227,776.91 2,449.28 Cash II Sub Total/Average 0.27 1,427,555.14 2,828,320.37 28,098.60 0.00 0.00 4,227,776.91 2,449.28 Cash FHLB BOND FHLB 0 7/10/2009 313385HY5 66: TIRZ 7/10/2009 2.88 999,308.33 0.00 1,000,000.00 691.67 0.00 0.00 691.67 Sub Total/Average 2.88 999,308.33 0.00 1,000,000.00 691.67 0.00 0.00 691.67 FHLB Bond MONEY MARKET Wells Fargo MM WF7843 66: TIRZ N/A 0.26 6,427,233.58 933,291.32 3,751,954.91 0.00 0.00 3,608,569.99 3,390.46 Sub Total/Average 0.26 6,427,233.58 933,291.32 3,751,954.91 0.00 0.00 3,608,569.99 3,390.46 Money Market Total / Average 0.29 8,854,097.05 3,761,611.69 4,780,053.51 691.67 0.00 7,836,346.90 6,531.41 Pair I of I City of Pearland City of Pearland - By Security Type Report Format: By CUSIP Group By: Security Type Portfolio/Report Group: 66: TIRZ II As of 9/30/2009 Portfolio Face YTM @ Settlement Maturity Days To Accrued % of Description CUSIP/Ticker Name Amount/Shares Cost Value Book Value Market Value Cost Date Date Maturity Interest Portfolio Cash Wells Fargo WFSWEEP Sweep Cash 66: TIRZ II 4,227,776.91 4,227,776.91 4,227,776.91 4,227,776.91 0.10000 N/A N/A 1 N/A 53.95 Sub Total / Average 4,227,776.91 4,227,776.91 4,227,776.91 4,227,776.91 0.10000 1 0.00 53.95 Money Market Wells Fargo WF7843 MM 66: TIRZ II 3,608,569.99 3,608,569.99 3,608,569.99 3,608,569.99 0.09000 N/A N/A 1 N/A 46.05 Sub Total / Average 3,608,569.99 3,608,569.99 3,608,569.99 3,608,569.99 0.09000 1 0.00 46.05 Total / Average 7,836,346.90 7,836,346.90 7,836,346.90 7,836,346.90 0.09540 1 0.00 100 Palze 1 of 1 City of Pearland City of Pearland - by Fund Report Format: By Transaction Group By: Portfolio Name Portfolio/Report Group: 66: TIRZ II As of 9/30/2009 Security Settlement Description CUSIP/Ticker Type Date 66: TIRZ II Wells Fargo MM WF7843 Money Market 5/30/2006 Wells Fargo Sweep WFSWEEP Cash 5/31/2006 Cash Sub Total / Average Total / Average Face YTM @ Maturity Days To % of Amount/Shares Book Value Market Value Cost Date Maturity Portfolio 3,608,569.99 3,608,569.99 3,608,569.99 0.09000 N/A 1 46.05 4,227,776.91 4,227,776.91 4,227,776.91 0.10000 N/A 1 53.95 7,836,346.90 7,836,346.90 7,836,346.90 0.09540 1 100.00 0.09540 1 100 7,836,346.90 7,836,346.90 7,836,346.90 Pazu 1 of, 1 September 30, 2009 Bank Account Number Account Name Amount Wells Fargo 201-0419505 Operating $ Wells Fargo 201-0419513 Payroll Fund Wells Fargo 001.3042841 Sweep Account 101,044,694.90 Wells Fargo 201-0419554 98 CO Escrow Wells Fargo 807-1613395 Credit Card Account 4,047,575.76 Wells Fargo 818-4567843 Alvin ISD 3.608.569.99 Wells Fargo 001-3043112 PEDC Sales Tax Wells Fargo Wells Fa 1.01 10/27/09 Certificate of Deposit 3,000,000.00 Wells Fargo Wells Fa 1.25 05/15/10 Certificate of Deposit 6,000,000.00 Wells Fargo Wells Fa 1.53 01/27/10 Certificate of Deposit 4,000,000.00 Total of Bank Balances $ 121,700,840.65 Pledged Collateral for City 170,138,572.00 FDIC Insurance 250,000.00 Total Collateral $ 170,388,572.00 Over (Under) Collateralized $ 48,687,731.35 Total % Collateralized 140.0% Bank Account Number Account Name Amount Wells Fargo 100-7284258 Development Authority $ 1,123,068.83 Wells Fargo 16798300 Development Authority 0.71 Wells Fargo 16798301 Development Authority 509.54 Wells Fargo 16798302 Development Authority 1,249,067.00 Wells Fargo 9450913844 Development Authority - CD 2,000,000.00 Citizens Bank 173702EJ6 Development Authority - CD 100.000.00 First Southern 3364BCBB7 Development Authority - CD 100,000.00 First Trust 33732NBF1 Development Authority - CD 100.000.00 Total of Bank Balances $ 4,672,646.08 Pledged Collateral for DAP 8,037,445.15 FDIC Insurance (4 Banks x $250.000: 1,000,000.00 Total Collateral $ 9,037,445.15 Over (Under) Collateralized $ 4,364,799.07 Total % Collateralized 193.4 % Bank Account Number Account Name Amount Pearland State 13249 Certificate of Deposit 1,000,000.00 Pearland Slate 12847 Certificate of Deposit $ 1,751,599.62 Total of Batik Balances $ 2,751,599.62 Pledged Collateral 3,198,353.68 FDIC Insurance 250,000.00 Total Collateral $ 3,448,353.68 Over(Under)Collateralized $ 696,754.06 Total r/ Collateralized 125.3% Total $ Over (Under) Collateralized $ 53,749,284.48 Total % Collateralized 141.6% Status Collateralized 1 AInvestments\Investmrml Repon - TIRZ - Olr 0909 TIRZ 11 Quarterly Investment Report September 30, 2009 - December 31, 2009 Portfolio at September 30, 2009 Portfolio at December 31, 2009 Ending Book Value $ 7,836,346.90 Ending Book Value $ 5,598,023.98 Ending Market Value 7,836,346.90 Ending Market Value 5,598,023.97 Accrued Interest Receivable - Accrued Interest Receivable Unrealized Gain/(Loss) - Unrealized Gain/(Loss) - Change in Unrealized Gain/Loss Change in Unrealized Gain/Loss - Weighted Average Maturity 1 Days Weighted Average Maturity 1 Days Change in Market Value (1,018,441.82) Change in Market Value (2,238,322.93) Yield to Maturity at Cost 0.10% Yield to Maturity at Cost 0.17% T-Bill Benchmark 0.40% T-Bill Benchmark 0.47% Agency Note Benchmark 0.21% Agency Note Benchmark 0.15% Average for Quarter Total Rate of Return 0.16% 1 Year T-Bill Benchmark Yield 0.39% Agency Note Benchmark Yield 0.17% This quarterly report is in compliance with the investment policy and strategy as established by the City and the Public Funds Investment Act (Chapter 2256, Texas Government Code). Prepared by: Claire Bogard Director of Finance 1"-/ Rick v r as Assistant Director of Finance Fatima Uwakwe Senior Accountant TIRZ II Summary by Type December 31, 2009 Description Face Amount \ Shares Cost Value Book Value Market Value YTM CD Cost Days To Maturity Cash $ 1,854,606.07 $ 1,854,606.07 5 1,854,606.07 $ 1,854,606.07 0.17 1 MM 3,743,417.90 3,743,417.90 3,743,417.90 3,743,417.90 0.17 1 Total/Average $ 5,598,023.97 $ 5,598,023.97 $ 5,598,023.97 $ 5,598,023.97 0.17 1 67 Group Portfolio Holdings by Type WCash ■MM 6,000,000.00 5,000,000.00 4,000,000.00 3.000.000.00 2,000,000.00 1,000,000.00 0.00 Book Value by Maturity 0-1 Month 1-3 Months 3-6 Months 6-9 Months 9M 1 mo 3 mo 6-mo Lyr LYE I-y-r 5 yr 7 yr 14 Ya 20 yr 30 yr 9/30/2009 0.06 0.14 0.18 0.40 0.95 1.45 2.31 2.93 3.31 4.02 4.03 12/31/2009 0.04 0.06 0.20 0.47 1.14 1.70 2.69 3.39 3.85 4.58 4.63 Yield Curve Comparison 5.00 4.50 4.00 3.50 3.00 2.50 2.00 1.50 1.00 0.50 0.00 mo 3 mo 6 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr 20 yr 30 yl -12r3ln009 -+- ertorlm j Portfolio vs. Benchmark n.uu 5.00 4.00 3.00 2.00 1.00 po*ao'I.o6eW jav jeo,4a" P9140'eol` ij p�9SeQ' pc�zo`� ze�za� Few" szl PO4a* Vjavz9" Po95el po�&p6eO�9 _„ -+- Portfolio Total t 1 Year T-Bill ^+-^ Agency Note City of Pearland Quarterly Investment Report Report Format: By CUSIP Group By: Security Type Portfolio/Report Group: 66: TIRZ II Begin Date: 9/30/2009, End Date: 12/31/2009 Portfolio Maturity Annualized Amortized Amortized Investment Description CUSIP/Ticker Name Date TRR-BV Beginning BV Buy Principal Sell Principal Discount Premium Ending BV Income-BV CASH Wells Fargo Sweep WFSWEEP 66: TIRZ NSA Cash II 0.13 4,227,776.91 1,363,376.50 3,736,547.34 0.00 0.00 1,854,606.07 815.42 Sub Total/Average 0.13 4,227,776.91 1,363,376.50 3,736,547.34 0.00 0.00 1,854,606.07 815.42 Cash MONEY MARKET Wells Fargo MM WF7843 66: TIRZ N/A 0.18 3,608,569.99 134,847.91 0.00 0.00 0.00 3,743,417.90 1,622.21 Sub Total/Average 0.18 3,608,569.99 134,847.91 0.00 0.00 0.00 3,743,417.90 1,622.21 Money Market Total / Average 3,736,547.34 0.00 0.00 0.16 7,836,346.90 1,498,224.41 5,598,023.97 2,437.63 'age 1 of 1 City of Pearland City of Pearland - By Security Type Report Format: By CUSIP Group By: Security Type Portfolio/Report Group: 66: TIRZ II ks of 12/31/2009 Portfolio Face YTM @ Settlement Maturity Days To Accrued % of Description CUSIP/Ticker Name Amount/Shares Cost Value Book Value Market Value Cost Date Date Maturity Interest Portfolio Cash Wells Fargo WFSWEEP Sweep Cash 66: TIRZ lI 1,854,606.07 1,854,606.07 1,854,606.07 1,854,606.07 0.17000 N/A N/A 1 N/A 33.13 Sub Total / Average 1,854,606.07 1,854,606.07 1,854,606.07 1,854,606.07 0.17000 1 0.00 33.13 Money Market Wells Fargo WF7843 MM 66: TIRZ II 3,743,417.90 3,743,417.90 3,743,417.90 3,743,417.90 0.17000 N/A N/A 1 N/A 66.87 Sub Total / Average 3,743,417.90 3,743,417.90 3,743,417.90 3,743,417.90 0.17000 1 0.00 66.87 Total / Average 5,598,023.97 5,598,023.97 5,598,023.97 5,598,023.97 0.17000 1 0.00 100 'age I of I Bank Wells Fargo Wells Fargo Wells Fargo Wells Fargo Wells Fargo Wells Fargo Wells Fargo Wells Fargo Wells Fargo Pledged Collateral Reconciliation Report December 31, 2009 Account Number Account Name Amount 201-0419505 Operating S 201-0419513 Payroll Fund - 001-3042841 Sweep Account 131,726,001.70 201-0419554 98 CO Escrow - 807-1613395 Credit Card Account 6,674,173.67 818-4567843 Alvin ISD 3,743,417.90 001-3043112 PEDC Sales Tax - Wells Fa 1.25 05/15/10 Certificate of Deposit 6,000,000.00 Wells Fa 1.53 01/27/10 Certificate of Deposit 4,000,000.00 Bank Account Number Wells Fargo 100-7284258 Wells Fargo 16798300 Wells Fargo 16798301 Wells Fargo 16798302 Wells Fargo 9450913844 Citizens Bank 173702EJ6 First Southern 33648CBB7 First Trust 33732NBF1 Bank Account Number Pearland State 13249 Pearland State 12847 Total of Bank Balances $ 152,143,593.27 Pledged Collateral for City 170,440,908.82 FDIC Insurance 250,000.00 Total Collateral $ 170,690,908.82 Over (Under) Collateralized $ 18,547,315.55 Total % Collateralized 112.2% Account Name Amount Development Authority 2,673,092.44 Development Authority 0.71 Development Authority 1,372.39 Development Authority 1,249,061.09 Development Authority - CD 2,000,000.00 Development Authority - CD 100,000.00 Development Authorty - CD 100,000.00 Development Authority - CD 100,000.00 Total of Bank Balances $ 6,223,526.63 Pledged Collateral for DAP 7,549,046.83 FDIC Insurance (4 Banks x S250,000) 1,000,000.00 Total Collateral $ 8,549,046.83 Over (Under) Collateralized $ 2,325,520.20 Total % Collateralized 137.4% Account Name Amount Certificate of Deposit 1,000,000.00 Certificate of Deposit S - Total of Bank Balances $ 1,000,000.00 Pledged Collateral 2,955,153.27 FDIC Insurance 250,000.00 Total Collateral $ 3,205,153.27 Over (Under) Collateralized S 2,205,153.27 Total % Collateralized 320.5% Total $ Over (Under) Collateralized $ 23,077,989.02 Total % Collateralized 114.5% C-a...- / -II-.--1:-....1 TIRZ II Quarterly Investment Report December 31, 2009 - March 31, 2010 Portfolio at December 31. 2009 Portfolio at March 31, 2010 Ending Book Value $ 5,598,023.98 Ending Book Value $ 8,500,418.10 Ending Market Value 5,598,023.97 Ending Market Value 8,500,418.10 Accrued Interest Receivable - Accrued Interest Receivable - Unrealized Gain/(Loss) Unrealized Gain/(Loss) - Change in Unrealized Gain/Loss Change in Unrealized Gain/Loss - Weighted Average Maturity 1 Days Weighted Average Maturity 1 Days Change in Market Value (2,238,322.93) Change in Market Value 2,902,394.13 Yield to Maturity at Cost 0.17% Yield to Maturity at Cost 0.15% T-Bill Benchmark 0.47% T-Bill Benchmark 0.41% Agency Note Benchmark 0.15% Agency Note Benchmark 0.18% Average for Quarter Total Rate of Return 0.16% 1 Year T-Bill Benchmark Yield 0.37% Agency Note Benchmark Yield 0.16% This quarterly report is in compliance with the investment policy and strategy as established by the City and the Public Funds Investment Act (Chapter 2256, Texas Government Code). Prepared by: f t a,J fi Claire Bogard Rick&rgaArcl Fatima Uwakwe Director of Finance Assistant Director of Finance Senior Accountant TIRZ II Summary by Type March 31, 2010 Description Face Amount \ Shares Cost Value Book Value Market Value YTM 0 Cost Days To Maturity Cash $ 2,499,756.19 $ 2,499,756.19 $ 2,499,756.19 $ 2,499,756.19 0.15 1 MM 6,000,661.91 6,000,661.91 6,000,661.91 6,000,661.91 0.15 1 Total/Average $ 8,500,418.10 $ Group Portfolio Holdings by Type aCash ■MM 8,500,418.10 $ 9gol 8,500,418.10 $ 8,500,418.10 0.15 1 9.000.000.00 8,000,000.00 7.000.000.00 6,000,000.00 5,000,000.00 4,000,000.00 3,000,000.00 2,000,000.00 1,000,000.00 0.00 Book Value by Maturity 0-1 Month 1-3 Months 3-6 Months 6-9 Months IfIMIC3anaaa3 P.AIS 11 mo 3 mo 6 mo iyi 2 yr III i.1L 7 YS 10 V! Z4-X! IQ-1L 32/31/2009 0.04 0.06 0.20 0.47 1.14 1.70 2.69 3.39 3.85 4.58 4.63 3/31/2010 0.15 0.16 0.24 0.41 1.02 1.60 2.55 3.28 3.84 4.55 4.72 5,00 4.50 4.00 3.50 3.00 2.50 2.00 1.50 1.00 0.50 0.00 Yield Curve Comparison MO 3 mo 6 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr 20 yr 30 yf -- 301n010-0-12nl/200e Portfolio vs. Benchmark 6.00 5.00 4.00 3.00 2.00 1.00 No4pe��a�Ae �ac pq,.Q�zzjz qq"�P�o)eQ"pc,()jo4ze�I)a pA'rsj� ���jq p,J�OQp�,No��e��D�FO�o'Nt �ac-�`0 -�- Portfolio Total --F-1 Year T-8ill -+-Agency Nole City of Pearland Quarterly Investment Report Report Format: By CUSIP Group By: Security Type Portfolio/Report Group: 66: TIRZ II Begin Date: 12/31/2009, End Date: 3/31/2010 Portfolio Maturity Annualized Description CUSIP/Ticker Name Date TRR-BV Beginning BV Buy Principal Sell Principal CASH Wells Fargo Sweep WFSWEEP 66: TIRZ N/A 0.16 1,854,606.07 1,395,699.91 750,549.79 Cash I I Sub Total/Average 0.16 1,854,606.07 1,395,699.91 750,549.79 Cash MONEY MARKET Wells Fargo MM WF7843 66: TIRZ NSA 0.16 3,743,417.90 3,536,631.69 1,279,387.68 II Amortized Amortized Investment Discount Premium Ending BV Income-BV 0.00 0.00 2,499,756.19 935.34 0.00 0.00 2,499,756.19 935.34 0.00 0.00 6,000,661.91 1,701.21 Sub Total/Average 0.16 3,743,417.90 3,536,631.69 1,279,387.68 0.00 0.00 6,000,661.91 1,701.21 Money Market Total / 0.16 5,598,023.97 4,932,331.60 2,029,937.47 0.00 0.00 8,500,418.10 2,636.55 Average City of Pearland City of Pearland - By Security Type Report Format: By CUSIP Group By: Security Type Portfolio/Report Group: 66: TIRZ II As of 3/31/2010 Portfolio Face YTM @ Settlement Maturity Days To Accrued % of Description CUSIP/Ticker Name Amount/Shares Cost Value Book Value Market Value Cost Date Date Maturity Interest Portfolio Cash Wells Fargo WFSWEEP 66: TIRZ 2,499,756.19 2,499,756.19 2,499,756.19 2,499,756.19 0.15000 N/A N/A 1 N/A Z9.41 Sweep Cash II Sub Total / 2,499,756.19 2,499,756.19 2,499,756.19 2,499,756.19 0.15000 1 0.00 29.41 Average Money Market Wells Fargo WF7843 66: TIRZ 6,000,661.91 6,000,661.91 6,000,661.91 6,000,661.91 0.15000 N/A N/A 1 N/A 70.59 MM II Sub Total / 6,000,661.91 6,000,661.91 6,000,661.91 6,000,661.91 0.15000 1 0.00 70.59 Average Total / 8,500,418.10 8,500,418.10 8,500,418.10 8,500,418.10 0.15000 1 0.00 100 Average D.,,.o 1 -4' 1