Loading...
BCRUA_R-20-08-26-5A RESOLUTION NO. R-20-08-26-5A WHEREAS, Chapter 2256, Texas Government Code, Section 2256.023 of the Public Funds Investment Act states that a written report of investments be submitted to the governing body at least quarterly; and WHEREAS, a Quarterly Investment Report for the quarter ending June 30, 2020 for the Brushy Creek Regional Utility Authority ("BCRUA") has been submitted to the Board of Directors; and WHEREAS, the Board of Directors desires to acknowledge the receipt and acceptance of the attached BCRUA Quarterly Investment Report,Now Therefore BE IT RESOLVED BY THE BOARD OF DIRECTORS OF THE BRUSHY CREEK REGIONAL UTILITY AUTHORITY; That the BCRUA Quarterly Investment Report, attached hereto as Exhibit "A" and incorporated herein, is hereby received and accepted. The Board of Directors hereby finds and declares that written notice of the date, hour, place and subject of the meeting at which this Resolution was adopted was posted and that such meeting was open to the public as required by law at all times during which this Resolution and the subject matter hereof were discussed, considered and formally acted upon, all as required by the Open Meetings Act, Chapter 551, Texas Government Code, as amended. RESOLVED this 26th day of August, 2020. RIS: E FLORES, ent Brushy Creek Regional Utility Authority ATTEST: ANNE DUFFY, Sejr tary Y C'.UscrsVnadamMppDataR-ocaRMtcrosonlWindowsl)NttCache�Content.0u11ook189B2W V1)7*es.BCRUA Quarterly Investment Repon for Aprd 12020-June 30 2020 (00453202xA08F8)doc BRU HY CREEK W,'I REGIONAL UTILITY AUTHORITY A Partnership of Cedar Park, Leander, and Round [tock Quarterly Investment Report April 1, 2020 — June 30, 2020 PATTERSON & ASSOCIATES A . EXH'191T 'W' €NL'ES'fh1[f!'f ;='hlz.i #.;�5',0R'ally A Re-Open, Re-Close, Repeat A Rising virus cases and risk aversion go together. The broad resurgence of Covid-19 cases,as governments and businesses 8000 attempt to reopen and regain some normalcy,is a constant threat to •Change in NFP k Amo the economy and the all-important consumer spending which drives 400o it. But the government and businesses have to keep trying to re- 0 1 14' 210 55_ lag 1� 20_7 Na 165 201 161 214 251 open. Unfortunately,when the re-open was attempted in June,a -1,373 major resurgence of the virus occurred and every such reversal A000 tends to threaten the longevity of the ultimate rebound. The debate on the V recovery has subtly changed to the depth of a -8000 Drastic changes in non-farm payrolls! U shape. It is clear that the overall recovery will be bumpier and 12000 more complex than anticipated.Before the strong resurgence of Covid-19 cases in June,we temporarily saw a major resurgence in 18000 the economy that would seem to indicate that it will be possible to 20000 get things moving again once somewhat normalized. ! 26.66 The hope of re-opening brought personal spending back by a record ([;7 00 zols 2020 8.2%after a disastrous decline in April. It was a mirrored Bureau of Labor Stahshcs/Haver Analytes comparison to income,which rose in April and declined in May. It f appears when consumers get money they spend it! Retail spending hit a record 17.7%increase in May before its backtracking in June. 65 This is a cycle that will probably repeat itself in future months. Manufacturing made surprising gains as did housing permits and 60 starts. It is retail and service industries which continue to falter. 55 Obviously payrolls have been the hardest hit,but in June the economy did add 4.8 million jobs—the largest gain on record and 50 the unemployment rate dropped to 11.1%(from 15%). Even more important the underemployment number dropped from 21.2%to 45 18%. Job separation continues to stay high,but it was offset with an 40 Some hope in manufacturing... inflow of jobs re-added with the re-opening. The slow rate of re- openings,or a major resurgence of the virus,will raise the risk of a 35 slower job growth for the rest of 2020. —ISM Manufactunng Index(50+=Econ Expand) Meanwhile,Congress continues to CARE(S)with stimulus programs 30 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 for small business and households and that is expected to continue Source ISM!FRBNY!Haver Analytics as we begin to approach WWII levels. Monetary and Fiscal Efforts 12601, Along with Congress'support efforts,the Fed's FOMC is taking unprecedented actions to combat the impact of the virus. Despite the fact that market liquidity has improved,they have rolled out more programs to # 16 -Unemp oymert Elate support business and move funds into the economy. 5t. Louis Fed Fed Full Employment 47-58% President Bullard has been speaking a lot about the possible wave of 14 bankruptcies,which would then feed into a wider financial crisis. The I extreme support for business and government does raise the question of 12 Unemployment has a long way to go an asset bubble as a possible side effect from the measures. The Fed is 10 trying to prevent a replay of the financial crisis(and conditions in March) when traders wouldn't buy at any price,but appear to be buying 8 everything in sight. 6 The Fed's PMCCF(Primary Market Corporate Credit Facility),rolled out in June,has again raised these questions as the Fed is trying to provide a backstop for corporate debt to eligible issuers. The Fed will now buy whole corporate issues and up to 25%of bonds in syndicate.The program is 2006 2008 2010 2012 2014 2016 2018 21120 designed to minimize disruptions,which have been felt by even highly rated companies that need liquidity in order to pay off maturing debt and iouecee Bureau of Economm Analysis/Bureau of Labor Stabebcs sustain themselves, until economic conditions normalize. Their Secondary Market support will also buy individual bonds and ETFs in the secondary F market. r PCE YoY% Obviously,the Fed is pushing to keep liquidity in all markets. (Even China isCore PCE YoY% officially calling for a strong market!) The same type of support was rolled Fed's 2.0%Target out earlier for local and state governments. The Fed wants to keep interest ) 4 rates low,though on record,and not take the overnight rates negative, it does appear to want the whole curve as flat as possible to sustain borrowing. These purchases and the lower rates may be one of the factors 2 "P-% driving investors into the stock market and driving a healthy bullish move. Investors are driven to find any yield. These purchases have inevitably led to the topic of YCT(Yield Curve 0 Targets),a topic which has been raised at the FOMC. The controversial process has been proven to control governmental rates(such as after WWI)and even pass that impact through to corporate rates. But without a clear and proven exit strategy,it appears to be a scary QE Forever typeI 2 approach,which could compromise normal market movements and k '2008 2010 2C12 2014 2016 2018 2020 normal debt management operations and goals. It is a trend worth Source:Bureau of Economic Analysis/Bureau of Labor Statistics watching. ATTER IN & A SO IAT S li ` Is Flatter Better? Fed actions and market fears around the world have caused Treasury and agency rates to remain at the lower(dismal) levels seen for the last three months. Fear increases the demand for safe havens and the safest are the U.S.Treasury and the USD dollar. The purchasing of short-term securities to wait out the virus has driven prices up and rates down. Without any change in outlook,this will not change with the resurgence or perhaps even the waning of the virus. The market remains slightly optimistic as seen in the longer end of the curve (higher rates), but the curve is very flat out to the two year. Expect rates to stay low for possibly throughout 2020 as the globe fights—and destroys—this virus. Since it may last a long while,the value beyond the two year is worth considering. The IMF has essentially downgraded the world and expects only a negative 4.9%growth rate in 2020—although they do call for a 5.4%growth in 2021 at this point 2.50% - 2.00% Jun-2o 1.50% May-2o Mar-20 Dec-19 1.00% - 0.50% —. 0.00% -- Fed Funds 3mo 6mo 1yr 2yr 5Yr loyr 30yr End of Month Rates-Full Yield Curve—Fed Funds to 30yr Brushy Creek Regional Utility Aitthority (RUA), Texas Quarterly Investment Report April—June 2020 Portfolio Summary Management Report This quarterly report is prepared in compliance with the Investment Policy and Strategy of the Authority and the Public Funds Investment Act(Chapter 2256.,Texas Government Code). Portfolio as of March 31, 2020 Portfolio as of June 30, 2020 Beginning Book Value $ 42,426,680 Ending Book Value $ 40,711,341 Beginning Market Value $ 42,426,680 Ending Market Value $ 40,711,341 Investment Income for the period $ 41,446 Unrealized Gain/Loss $ 0 Unrealized Gain/Loss $ 0 'Change in Unrealized Gain/Loss $ 0 WAM at Beginning Period Date 8 days WAM at Ending Period Date 1 day Change in Market Value? $ (1,715,339) Average Yield to Maturity for period 0.385% Average Yield 6 month Treasury Bill for period 0.170% Average Yield 1 Year Treasury Note for period 0.170% Authorized by: Karen Bondy,Genera anager Li a Pa terson Brushy Creek RUA Patterson &Associates,Registered Investment Advisor 1 WAM,represents weighted average maturity. 2 Change in Market Value" is required data,but will primarily reflect the receipt and expenditure of the Authority's funds from quarter to quarter. FArTEH59 & A S 5 0 C i - Your Portfolio [;Zv, A As of June 30, 2020 P&A constantly reviews your portfolio for optimal asset allocation and a controlled average maturity because a diversified portfolio can better adjust to volatile market conditions. The graphs below show asset allocations by market sector and by maturity in your portfolio. They do reflect our expectation of continuing low rates but also our attempts to use all authorized maturities to capture yield available. As Fed actions are introduced some normalcy will return as different market sectors respond. This is what we are watching for and acting on. Your net yield of 0.38%compared to some basic benchmarks generated additional quarterly earnings of: Q 3 mo.T-Bill $ 17,727.58 Q 6 mo.T-Bill $ 16,707.30 Q 1 yr T-Bill $ 14,666.73 CP 2.994% BNY Cash Wells Fargo 5.256% 1.204.1, 000 MM L __. 8.221% 00 X00 00 X00 O Texstaro\� ��o� ��o� �ro� ��o� �ti�� �•tAt 82.325% O 15 �0 0 PATTER60M 9 Afifill iES Patterson&Associates ABrushy Creek Reg. Utility Auth 901 S.MoPac Portfolio Management Suite 195 g Austin,TX 78746 Is Portfolio Summary - Ikr'-4irERi I`RGee:s+c i u June 30, 2020 Investments Par Market Book %of Days to YTM Value Value Value Portfolio Term Maturity 365 Equiv. BNY CASH 2,140,000.00 2,140,000.00 2,140,000.00 5.26 1 1 0.010 Commercial Paper Disc.-Amortizing 1,220,000.00 1,219,193.78 1,219,193.78 2.99 180 13 1.873 TexSTAR 33,515,720.17 33,515,720.17 33,515,720.17 82.33 1 1 0.197 Money Market 3,346,757.03 3,346,757.03 3,346,757.03 8.22 1 1 0.500 Wells Fargo 489,669.99 489,669.99 489,669.99 1.20 1 1 0.160 Investments 40,712,147.19 40,711,340.97 40,711,340.97 100.00% 6 1 0.262 Total Earnings June 3.0 Month Ending _ Fiscal Year To Date Current Year 10,247.97 409,765.28 The following reports are submitted in accordance with the Public Funds Investment Act(Texas Gov't Code 2256). The reports also offer supplemental information not required by the Act in order to fully inform the governing body of Brushy Creek Regional Utility Authority of the position and activity within the Authority's portfolio of investment. The reports include a management summary overview,a detailed'nventory nreport for the end of the period,a transaction report,as well as graphic representations of the portfolio to provide full disclosure to the governing body. Karen Bondy,General Manager Reporting period 06/01/2020-06/30/2020 Portfolio BCRU Data Updated:SET_BCRU:07/27/2020 12:04 AP Run Date:07/27/2020-12:05 PM(PRF_PM1)7.3.0 Report Ver.7.3.6.1 PATTERSON It A55RCIAiES Patterson&Associates ABrushy Creek Reg. Utility Auth 901 S.MoPac Summar b Type suite 195 Y Y YP Austin,TX 78746 June 30, 2020 - Grouped by Fund Number of Par %of Average Average Days Security Type Investments Value Book Value Portfolio YTM 365 to Maturitv Fund: Construction Funds Commercial Paper Disc.-Amortizing 2 1,220,000.00 1,219,193.78 2.99 1.873 13 Money Market 5 3,346,757.03 3,346,757.03 8.22 0.500 1 TexSTAR 4 1,537,931.49 1,537,931.49 3.78 0.197 1 Wells Fargo 3 54,946.79 54,946.79 0.13 0.160 1 Subtotal 14 6,159,635.31 6,158,829.09 15.12 0.693 3 Fund: Construction Funds-2017 SWIFT TexSTAR 3 2,363,729.75 2,363,729.75 5.81 0.197 1 Subtotal 3 2,363,729.75 2,363,729.75 5.81 0.197 1 Fund: Construction Funds-2018 SWIFT TexSTAR 2 2,532,574.21 2,532,574.21 6.22 0.197 1 Subtotal 2 2,532,574.21 2,532,574.21 6.22 0.197 1 Fund: Debt Service Funds TexSTAR 4 6,316,159.85 6,316,159.85 15.51 0.197 1 Subtotal 4 6,316,159.85 6,316,159.85 15.51 0.197 1 Fund: Escrow Funds BNY CASH 3 0.00 0.00 0.00 0.000 0 Money Market 3 0.00 0.00 0.00 0.000 0 TexSTAR 3 11,179,777.66 11,179,777.66 27.46 0.197 1 Subtotal 9 11,179,777.66 11,179,777.66 27.46 0.197 1 Fund: Escrow Funds-2017 BNY CASH 3 0.00 0.00 0.00 0.000 0 TexSTAR 3 3,451,868.53 3,451,868.53 8.48 0.197 1 Subtotal 6 3,451,868.53 3,451,868.53 8.48 0.197 1 Fund: Escrow Funds-2018 BNY CASH 2 2,140,000.00 2,140,000.00 5.26 0.010 1 Portfolio BCRU AP Run Date:07/27/2020-12:12 ST(PRF_ST)7.2.0 Report Ver.7.3.6.1 Brushy Creek Reg.Utility Auth Summary by Type June 30,2020 Page 2 Grouped by Fund Number of Par %of Average Average Days Security Type Investments Value Book Value Portfolio YTM 365 to Maturity Fund: Escrow Funds-2018 TexSTAR 2 3,835,085.06 3,835,085.06 9.42 0.197 1 Subtotal 4 5,975,085.06 5,975,085.06 14.68 0.130 1 Fund: Operating Funds TexSTAR 1 2,298,593.62 2,298,593.62 5.65 0.197 1 Wells Fargo 1 434,723.20 434,723.20 1.07 0.160 1 Subtotal 2 2,733,316.82 2,733,316.82 6.72 0.191 1 Fund: Reserve Funds TexSTAR 1 0.00 0.00 0.00 0.000 0 Subtotal 1 0.00 0.00 0.00 0.000 0 Total and Average 45 40,712,147.19 40,711,340.97 100.00 0.262 1 Portfolio BCRU AP Run Date:07/27/2020.12:12 ST(PRF-ST)7.2.0 Report Ver.7.3.6.1 PATTERINN S ASSOCIATES Patterson&Associates Brushy Creek Reg. Utility Auth 901 S.MoPac Fund CON -Construction Funds Suite 195 Austin,TX 78746 12 Investments by Fund - June 30, 2020 Purchase Current YTM YTM Maturity Days To CUSIP Investment# Issuer Date Book Value Par Value Market Value Rate 360 365 Date Maturity Commercial Paper Disc.-Amortizing 16536HGE5A 10319 Chesham Finance CP-Cedar Pk 01/1612020 489,676.19 490,000.00 489,676.19 1.846 1.872 07/1412020 13 16536HGE5B 10320 Chesham Finance CP-Leander 01/16/2020 729,517.59 730,000.00 729,517.59 1.846 1.872 07/14/2020 13 Subtotal and Average 1,219,193.78 1,220,000.00 1,219,193.78 1.847 1.873 13 TexSTAR 2461110300 10252 TexStar Master 01/01/2018 13,307.20 13,307.20 13,307.20 0.197 0.194 0.197 1 246131030000 10006 TexSTAR-Cedar Park 10/1512009 289,969.96 289,969.96 289,969.96 0.197 0.194 0.197 1 246141030000 10007 TexSTAR-Leander 10115/2009 1,002,718.47 1,002,718.47 1,002,718.47 0.197 0.194 0.197 1 246161030000 10006 TexSTAR-Round Rock 10115/2009 231,935.86 231,935.86 231,935.86 0.197 0.194 0.197 1 Subtotal and Average 1,537,931.49 1,537,931.49 1,537,931.49 0.195 0.197 1 Money Market 1881402 10191 Comerica Bank MM-Cedar Park 05/0812014 0.00 0.00 0.00 1 1881402026 10192 Comerica Bank MM-Leander 05108/2014 0.00 0.00 0.00 1 1881402034 10193 Comerica Bank MM-Round Rock 05108/2014 0.00 0.00 0.00 1 6095A 10315 NexBank ICS-Round Rock 09/05/2019 3,346,186.00 3,346,188.00 3,346,188.00 0.500 0.493 0.500 1 6095 10314 NexBank Public MM-Round Rock 09/04/2019 569.03 569.03 569.03 0.490 0.483 0.490 1 Subtotal and Average 3,346,757.03 3,346,757.03 3,346,757.03 0.493 0.500 1 Wells Fargo 8940 10204 Wells Fargo Bus Chkg-C Park 08102/2016 7,314.65 7,314.65 7,314.65 0.160 0.157 0.160 1 8932 10205 Wells Fargo Bus Chkg-Leander 08/01/2016 10,891.59 10,891.59 10,891.59 0.160 0.157 0.160 1 8916 10206 Wells Fargo Bus Chkg-R Rock 08/01/2016 36,740.55 36,740.55 36,740.55 0.160 0.157 0.160 1 Subtotal and Average 54,946.79 54,946.79 54,946.79 0.158 0.160 1 Total Investments and Average 6,158,829.09 6,159,635.31 6,158,829.09 0.684 0.693 3 Portfolio BCRU AP Run Dale:07127/2020-12:12 FI(PRF-FI)7.1.1 Report Ver.7.3.6.1 Fund CCN17-Construction Funds-2017 SWIFT Investments by Fund Paget June 30, 2020 Purchase Current YTM YTM Maturity Days To CUSIP Investment# Issuer Date Book Value Par Value Market Value Rate 360 365 Date Maturity TexSTAR 2461320170 10286 TexSTAR-Cedar Park 02/04/2019 614,851.94 614,851.94 614,851.94 0.197 0.194 0.197 1 2461420170 10287 TexSTAR-Leander 02/04/2019 1,074,750.05 1,074,750.05 1,074,750.05 0.197 0.194 0.197 1 2461620170 10288 TexSTAR-Round Rock 02/04/2019 674,127.76 674,127.76 674,127.76 0.197 0.194 0.197 1 Subtotal and Average 2,363,729.75 2,363,729.75 2,363,729.75 0.195 0.197 1 Total Investments and Average 2,363,729.75 2,363,729.75 2,363,729.75 0.195 0.197 1 Portfolio BCRU AP Run Date:0712712020.12:12 FI(PRF-FI)7.1.1 Report Ver.7.3.6.1 Fund CON18-Construction Funds-2018 SWIFT Investments by Fund Page 3 June 30, 2020 Purchase Current YTM YTM Maturity Days To CUSIP Investment# Issuer Date Book Value Par Value Market Value Rate 360 365 Date Maturity TexSTAR 2461320180 10289 TexSTAR-Cedar Park 03/0712019 1,007,164.89 1,007,184.89 1,007,184.89 0.197 0.194 0.197 1 2461420180 10290 TexSTAR-Leander 03/04/2019 1,525,389.32 1,525,389.32 1,525,389.32 0.197 0.194 0.197 1 Subtotal and Average 2,532,574.21 2,532,574.21 2,532,574.21 0.195 0.197 1 Total Investments and Average 2,532,574.21 2,532,574.21 2,532,574.21 0.195 0.197 1 Portfolio BCRU AP Run Date:07/27/2020.12:12 FI(PRF-FI)7.1.1 Report Ver.7.3.6.1 Fund DS- Debt Service Funds Investments by Fund Page June 30, 2020 Purchase Current YTM YTM Maturity Days To CUSIP Investment# Issuer Date Book Value Par Value Market Value Rate 360 365 Date Maturity TexSTAR 2461110230 10253 TexStar Master 01/0112018 3,087.18 3,087.18 3,087.18 0.197 0.194 0,197 1 246131023000 10003 TexSTAR-Cedar Park 10/01/2009 1,211,989.92 1,211,989.92 1,211,989.92 0.197 0.194 0.197 1 246141023000 10004 TexSTAR-Leander 10/01/2009 3,012,260.76 3,012,260.76 3,012,260.76 0.197 0.194 0.197 1 246161023000 10005 TexSTAR-Round Rock 10/01/2009 2,088,821.99 2,088,821.99 2,088,821.99 0.197 0.194 0.197 1 Subtotal and Average 6,316,159.85 6,316,159.85 6,316,159.85 0.195 0.197 1 Total Investments and Average 6,316,159.85 6,316,159.85 6,316,159.85 0.195 0.197 1 Portfolio ECRU AP Run Date:07/2712020-12:12 FI(PRF FI)7.1.1 Report Ver.7.3.6.1 Fund ESC- Escrow Funds Investments by Fund Page June 30, 2020 Purchase Current YTM YTM Maturity Days To CUSIP Investment# Issuer Date Book Value Par Value Market Value Rate 360 365 Date Maturity BNY CASH 99998 10283 BNY Cash-Cedar Park 10/01/2019 0.00 0.00 0.00 1 99994 10267 BNY Cash-Leander 10/01/2019 0.00 0.00 0.00 1 99995 10268 BNY Cash-Round Rock 10/01/2019 0.00 0.00 0.00 1 Subtotal and Average 0.00 0.00 0.00 0.000 0.000 0 TexSTAR 246122009000 10000 TexSTAR-Cedar Park 10/01/2009 937,668.23 937,668.23 937,668.23 0.197 0.194 0.197 1 246122009001 10001 TexSTAR-Leander 10/01/2009 3,620,615.12 3,620,615.12 3,620,615.12 0.197 0.194 0.197 1 246122009002 10002 TexSTAR-Round Rock 10/01/2009 6,621,494.31 6,621,494.31 6,621,494.31 0.197 0.194 0.197 1 Subtotal and Average 11,179,777.66 11,179,777.66 11,179,777.66 0.195 0.197 1 Money Market 86-64004317 10188 East West MM-Cedar Park 04/16/2014 0.00 0.00 0.00 1 86-64004325 10189 East West MM-Leander 04/16/2014 0.00 0.00 0.00 1 86-64004226 10190 East West MM-Round Rock 04/16/2014 0.00 0.00 0.00 1 Subtotal and Average 0.00 0.00 0.00 0.000 0.000 0 Total Investments and Average 11,179,777.66 11,179,777.66 11,179,777.66 0.195 0.197 1 Portfolio BCRU AP Run Date:0712712020-12:12 FI(PRF-FI)7.1-1 Report Ver.7.3.6.1 Fund ESC17- Escrow Funds -2017 Investments by Fund Page 6 June 30, 2020 Purchase Current YTM YTM Maturity Days To CUSIP Investment# Issuer Date Book Value Par Value Market Value Rate 360 365 Date Maturity BNY CASH 99991 10223 BNY Cash-Cedar Park 10/01/2019 0.00 0.00 0.00 1 99992 10224 BNY Cash-Leander 10/01/2019 0.00 0.00 0.00 1 99993 10225 BNY Cash-Round Rock 10/01/2019 0.00 0.00 0.00 1 Subtotal and Average 0.00 0.00 0.00 0.000 0.000 0 TexSTAR 2461220170 10280 TexSTAR-Cedar Park 01/30/2019 802,600.39 802,600.39 802,600.39 0.197 0.194 0.197 1 2461220171 10281 TexSTAR-Leander 01/30/2019 1,844,185.72 1,844,185.72 1,844,185.72 0.197 0.194 0.197 1 2461220172 10282 TexSTAR-Round Rock 01/30/2019 805,082.42 805,082.42 805,082.42 0.197 0.194 0.197 1 Subtotal and Average 3,451,868.53 3,451,868.53 3,451,868.53 0.195 0.197 1 Total Investments and Average 3,451,868.53 3,451,868.53 3,451,868.63 0.195 0.197 1 Portfolio BCRU AP Run Date:07/27/2020-12:12 A(PRF-FI)7.1.1 Report Ver.7.3.6.1 Fund ESC18- Escrow Funds -2018 Investments by Fund Page June 30, 2020 Purchase Current YTM YTM Maturity Days To CUSIP Investment# Issuer Date Book Value Par Value Market Value Rate 360 365 Date Maturity BNY CASH 99997 10270 BNY Cash-Cedar Park 10/01/2019 860,000.00 860,000.00 860,000.00 0.010 0.009 0.010 1 99996 10269 BNY Cash-Leander 10/01/2019 1,280,000.00 1,280,000.00 1,280,000.00 0.010 0.009 0.010 1 Subtotal and Average 2,140,000.00 2,140,000.00 2,140,000.00 0.010 0.010 1 TexSTAR 2461220180 10284 TexSTAR-Cedar Park 02/15/2019 2,169,734.36 2,169,734.36 2,169,734.36 0.197 0.194 0.197 1 2461220181 10285 TexSTAR-Leander 02/28/2019 1,665,350.70 1,665,350.70 1,665,350.70 0.197 0.194 0.197 1 Subtotal and Average 3,835,085.06 3,835,085.06 3,835,085.06 0.195 0.197 1 Total Investments and Average 5,975,085.06 5,975,085.06 5,975,085.06 0.128 0.130 1 Portfolio BCRU AP Run Date:07/27/2020-12:12 A(PRF-FI)7.1.1 Report Ver.7.3.6.1 Fund OPER-Operating Funds Investments by Fund Page June 30, 2020 Purchase Current YTM YTM Maturity Days To CUSIP Investment# Issuer Date Book Value Par Value Market Value Rate 360 365 Date Maturity TexSTAR 2461111110 10254 TexStar Master 01/01/2018 2,298,593.62 2,298,593.62 2,298,593.62 0.197 0.194 0.197 Subtotal and Average 2,298,593.62 2,298,593.62 2,298,593.62 0.195 0.197 1 Wells Fargo 5125 10199 Wells Fargo Bus Chkg-Oper 05/26/2016 434,723.20 434,723.20 434,723.20 0.160 0.157 0.160 1 Subtotal and Average 434,723.20 434,723.20 434,723.20 0.158 0.160 1 Total Investments and Average 2,733,316.82 2,733,316.82 2,733,316.82 0.189 0.191 1 Portfolio BCRU AP Run Date:07/27/2020-12:12 FI(PRF—FI)7.1.1 Report Ver.7.3.6.1 Fund RES- Reserve Funds Investments by Fund Page 9 June 30, 2020 Purchase Current YTM YTM Maturity Days To CUSIP Investment# Issuer Date Book Value Par Value Market Value Rate 360 365 Date Maturity TexSTAR 246146233000 10043 TexSTAR-Leander 03/25/2010 0.00 0.00 0.00 1 Subtotal and Average 0.00 0.00 0.00 0.000 0.000 0 Total Investments and Average 0.00 0.00 0.00 0.000 0.000 0 Portfolio BCRU AP Run Date:07/27/2020-12:12 FI(PRF-FI)7.1.1 Report Ver.7.3.6.1 PATTEREON 0 A650CIATE6 ssociates MABrushy Creek Reg. Utility Auth Patterso901AS.MoPac Cash Reconciliation Report Suite 195 For the Period April 1, 2020-June 30, 2020 Austin,TX 78746 IHYP6t��k+ rKu,'cta.®MAitf Grouped by Fund Trans. Trans. Par Maturity Date Investment# Fund Type Security ID Value Security Description Date Purchases Interest Redemptions Cash Escrow Funds-2018 06/12/2020 10316 ESC18 Maturity 05971 RFC3A 860,000.00 BCSNCP 0.9M 0.00%Mat. 06/12/2020 0.00 0.00 860,000.00 860,000.00 06/12/2020 10317 ESC18 Maturity 05971RFC3B 1,280,000.00 BCSNLE 1.3M 0.00%Mat. 06/12/2020 0.00 0.00 1,280,000.00 1,280,000.00 Subtotal 0.00 0.00 2,140,000.00 2,140,000.00 Total 0.00 0.00 2,140,000.00 2,140,000.00 Portfolio BCRU AP Run Date:07/30/2020-16:00 AC(PRF-AC)7.2.0 Report Ver.7.3.6.1 PArrER5l1M IIS ANINCIATES Patterson&Associates [JA Brushy Creek Reg. Utility Auth 901 S.MoPac Maturity195 Report Suite P Austin,TX 7874 78746 Sorted by Maturity Date - Receipts during April 1,2020-June 30,2020 Sec. Maturity Purchase Rate Book Value Maturity Net CUSIP Investment# Fund Type Issuer Par Value Date Date at Maturity at Maturity Interest Proceeds Income 05971RFC3A 10316 ESC18 ACP BCSNCP 860,000.00 06/12/2020 12/16/2019 860,000.00 0.00 860,000.00 0.00 05971RFC3B 10317 ESC18 ACP BCSNLE 1,280,000.00 06/12/2020 12/16/2019 1,280,000.00 0.00 1,280,000.00 0.00 Total Maturities 2,140,000.00 2,140,000.00 0.00 2,140,000.00 0.00 Portfolio BCRU AP Run Date:07/30/2020-15:59 MA(PRF_MA)7.1.1 Report Ver.7.3.6.1 FArFr@kE�Y Aa6gCIATES ■ &1 Brushy Creek Reg. Utility Auth Patterson901AS.MoPac AInterest Earnings Suite 195 Sorted by Fund -Fund Austin,Tx 78746 April 1, 2020-June 30, 2020 Yield on Average Book Value Adjusted Interest Earnings Security Ending Beginning Average Maturity Current Annualized Interest Amortization/ Adjusted Interest CUSIP Investments« Fund Type Par Value Book Value Book Value Date Rate Yield Earned Accretion Earnings Fund:Construction Funds 246131030000 10006 CON RRP 289,969.96 305,706.59 292,655.21 0.197 0.297 216.43 0.00 216.43 246161030000 10008 CON RRP 231,935.86 7,126.81 195,594.80 0.197 0.297 145.05 0.00 145.05 246141030000 10007 CON RRP 1,002,718.47 1,042,730.44 1,009,471.71 0.197 0.296 745.43 0.00 745.43 8932 10205 CON RR5 10,891.59 10,887.25 10,888.78 0.160 0.160 4.34 0.00 4.34 8940 10204 CON RR5 7,314.65 7,311.74 7,312.76 0.160 0.160 2.91 0.00 2.91 8916 10206 CON RR5 36,740.55 36,725.90 36,731.05 0.160 0.160 14.65 0.00 14.65 16536HGE5B 10320 CON ACP 730,000.00 726,140.73 727,847.72 07/14/2020 1.861 0.00 3,376.86 3,376.86 16536HGE5A 10319 CON ACP 490,000.00 487,409.53 488,555.32 07/14/2020 1.861 0.00 2,266.66 2,266.66 2461110300 10252 CON RRP 13,307.20 16,641.03 72,993.77 0.197 0.271 49.38 0.00 49.38 6095 10314 CON RR4 569.03 555.36 11,003.13 0.490 0.498 13.67 0.00 13.67 6095A 10315 CON RR4 3,346,188.00 5,545,842.80 4,287,332.94 0.500 0.500 5,345.20 0.00 5,345.20 Subtotal 6,159,635.31 8,187,078.18 7,140,387.20 0.684 6,537.06 5,643.52 12,180.58 Fund:Construction Funds-2017 SWIFT 2461320170 10286 CON17 RRP 614,851.94 1,415,901.91 968,850.88 0.197 0.332 800.78 0.00 800.78 2461620170 10288 CON17 RRP 674,127.76 655.78 432,186.78 0.197 0.300 322.73 0.00 322.73 2461420170 10287 CON17 RRP 1,074,750.05 2,476,212.75 1,694,082.65 0.197 0.332 1,400.34 0.00 1,400.34 Subtotal 2,363,729.75 3,892,770.44 3,095,120.31 0.327 2,523.85 0.00 2,523.85 Fund:Construction Funds-2018 SWIFT 2461320180 10289 CON18 RRP 1,007,184.89 1,494,599.64 1,328,914.28 0.197 0.305 1,010.88 0.00 1,010.88 2461420180 10290 CON18 RRP 1,525,389.32 2,246,555.55 2,001,414.45 0.197 0.305 1,521.57 0.00 1,521.57 Subtotal 2,532,574.21 3,741,155.19 3,330,328.74 0.305 2,532.45 0.00 2,532.45 Fund:Debt Service Funds 246131023000 10003 DS RRP 1,211,989.92 645,178.75 981,384.52 0.197 0.265 648.79 0.00 648.79 246161023000 10005 DS RRP 2,088,821.99 1,033,664.68 1,671,134.05 0.197 0.262 1,093.31 0.00 1,093.31 246141023000 10004 DS RRP 3,012,260.76 1,485,611.42 2,508,461.26 0.197 0.265 1,656.59 0.00 1,656.59 2461110230 10253 DS RRP 3,087.18 3,084.82 3,085.84 0.197 0.307 2.36 0.00 2.36 Subtotal 6,316,159.85 3,167,539.67 5,164,065.67 0.264 3,401.05 0.00 3,401.05 Portfolio BCRU AP Run Date:07130/2020-15:57 IE(PRF-IE)7.2.0 Report Ver.7.3.6.1 Brushy Creek Reg.Utility Auth Interest Earnings Page 2 April 1,2020-June 30,2020 Adjusted Interest Earnings Security Ending Beginning Average Maturity Current Annualized Interest Amortization/ Adjusted Interest CUSIP Investment# Fund Type Par Value Book Value Book Value Date Rate Yield Earned Accretion Earnings Fund: Escrow Funds 246122009000 10000 ESC RRP 937,668.23 932,300.99 934,096.72 0.197 0.295 686.40 0.00 686.40 246122009002 10002 ESC RRP 6,621,494.31 6,600,236.27 6,607,615.40 0.197 0.295 4,856.90 0.00 4,856.90 246122009001 10001 ESC RRP 3,620,615.12 3,601,580.68 3,607,976.16 0.197 0.295 2,651.47 0.00 2,651.47 99998 10283 ESC LA1 0.00 4,678.69 3,189.11 0.003 0.02 0.00 0.02 99994 10267 ESC LA1 0.00 16,375.50 11,161.68 0.004 0.12 0.00 0.12 99995 10268 ESC IAl 0.00 16,393.65 11,174.26 0.004 0.12 0.00 0.12 Subtotal 11,179,777.66 11,171,565.78 11,175,213.53 0.294 8,195.03 0.00 8,195.03 Fund: Escrow Funds-2017 2461220170 10280 ESC17 RRP 802,600.39 477,136.24 560,518.07 0.197 0.278 401.68 0.00 401.68 2461220172 10282 ESC17 RRP 805,082.42 479,618.10 579,794.26 0.197 0.276 401.85 0.00 401.85 2461220171 10281 ESC17 RRP 1,844,185.72 893,215.20 1,196,307.85 0.197 0.270 805.81 0.00 805.81 99991 10223 ESC17 LA1 0.00 325,016.48 221,833.45 0.010 5.53 0.00 5.53 99992 10224 ESC17 LA1 0.00 950,030.43 647,355.31 0.010 15.97 0.00 15.97 99993 10225 ESC17 IA1 0.00 325,016.48 221,467.79 0.010 5.53 0.00 5.53 Subtotal 3,451,868.53 3,450,032.93 3,447,276.73 0.190 1,636.37 0.00 1,636.37 Fund:Escrow Funds-2018 2461220180 10284 ESC18 RRP 2,169,734.36 402,697.84 965,771.12 0.197 0.238 572.99 0.00 572.99 2461220181 10285 ESC18 RRP 1,665,350.70 92,897.10 574,060.60 0.197 0.213 304.65 0.00 304.65 99997 10270 ESC18 LA1 660,000.00 1,765,640.31 1,383,060.83 0.010 0.010 34.56 0.00 34.56 99996 10269 ESC18 LAl 1,280,000.00 1,571,416.19 1,340,973.15 0.010 0.010 33.57 0.00 33.57 05971RFC3A 10316 ESC18 ACP 0.00 856,732.00 679,164.68 06/12/2020 1.930 0.00 3,268.00 3,268.00 05971RFC3B 10317 ESC18 ACP 0.00 1,275,136.00 1,010,849.76 06/12/2020 1.930 0.00 4,864.00 4,864.00 Subtotal 5,975,085.06 5,964,519.44 5,953,880.13 0.612 945.77 8,132.00 9,077.77 Fund:Operating Funds 5125 10199 OPER RR5 434,723.20 406,961.70 398,535.16 0.160 0.160 158.98 0.00 158.98 2461111110 10254 OPER RRP 2,298,593.62 2,445,056.99 2,364,431.39 0.197 0.295 1,740.37 0.00 1,740.37 Subtotal 2,733,316.82 2,852,018.69 2,762,966.56 0.276 1,899.35 0.00 1,899.35 Total 40,712,147.19 42,426,680.32 42,069,238.87 0.395 27,670.93 13,775.52 41,446.45 Portfolio BCRU AP Run Pate:07/3012020-15:57 IE(PRF-IE)7.2.0 Report Ver.7.3.6.1 PArrimuY Ili kaeuCIATES Patterson&Associates Brushy Creek Reg. Utility Auth 901 S.MoPac A Amortization Schedule Suite 195 Austin,TX 78746 April 1, 2020-June 30, 2020 - Sorted By Fund -Fund Investment# Maturity Date Beginning Par Value Amounts Amortized Purchase Original Premium Ending And Unamortized Amount Amortized AmtAmortized Amount Unamortized Issuer Fund Amort.Date Current Rate principal or Discount Book Value As of 04/01/2020 This Period Through 06/30/2020 Through 06/30/2020 Construction Funds 10319 CON 07/14/2020 490,000.00 485,516.50 -4,483.50 489,676.19 1,893.03 2,266.66 4,159.69 -323.81 Chesham Finance CP-Cedar Pk -2,590.47 10320 CON 07/14/2020 730,000.00 723,320.50 -6,679.50 729,517.59 2,820.23 3,376.86 6,197.09 -482.41 Chesham Finance CP-Leander -3,859.27 Subtotal 1,208,837.00 -11,163.00 1,219,193.78 4,713.26 5,643.52 10,356.78 -806.22 -6,449.74 Escrow Funds-2018 10316 ESC18 06/12/2020 860,000.00 851,875.39 -8,124.61 0.00 4,856.61 3,268.00 8,124.61 0.00 Banco Santander CP-Cedar Park -3,268.00 10317 ESC18 06/12/2020 1,280,000.00 1,267,907.56 -12,092.44 0.00 7,228.44 4,864.00 12,092.44 0.00 Banco Santander CP-Leander -4,864.00 Subtotal 2,119,782.95 -20,217.05 0.00 12,085.05 8,132.00 20,217.05 0.00 -8,132.00 Total 3,328,619.95 -31,380.05 1,219,193.78 16,798.31 13,775.52 30,573.83 -806.22 -14,581.74 Portfolio BCRU AP Run bate:07/30/2020-15:58 AS(PRF_ASM 7.2.1 Report Ver.7.3.6.1 PATTERBON m ASSOCIATES Patterson&Associates 195 ABrushy Creek Reg. Utility Auth 901 S.MoPac Projected Cashflow Report Austin,TX te 178746 Sorted by Monthly - For the Period July 1, 2020-January 31, 2021 Projected Transaction Trans.Date Investment# Fund Security ID Tvoe Issuer Par Value Original Cost Principal Interest Total July 2020 07/14/2020 10319 CON 16536HGE5A Maturity Chesham Finance CP-Cedar Pk 490,000.00 485,516.50 490,000.00 0.00 490,000.00 07/14/2020 10320 CON 16536HGE5B Maturity Chesham Finance CP-Leander 730,000.00 723,320.50 730,000.00 0.00 730,000.00 Total for July 2020 1,220,000.00 1,208,837.00 1,220,000.00 0.00 1,220,000.00 GRAND TOTALS: 1,220,000.00 1,208,837.00 1,220,000.00 0.00 1,220,000.00 Portfolio BCRU AP Run Date:07130/2020-16:01 PC(PRF_PC)7.2.0 Report Ver.7.3.6.1 PATTEIINN E ANINCIAIE6 Patterson&Associates Brushy Creek Reg. Utility Auth 901 S.MoPac Suite 195 Texas Compliance Change in Val Report Austin,TX 78746 Sorted by Fund INY &TWEET PIR0F1A3 O@hL5 April 1, 2020-June 30, 2020 Beginning Ending Inv# Issuer Fund Purch Date Interest Accrual Book Value Book Value Beginning Purchases/ Ending Cusip Par Value YTM Mat Date Interest Received Market Value Additions Redemptions Change in Value Market Value Fund:Construction Funds 10006 TXSCP CON 10/15/2009 216.43 305,706.59 216.43 15,953.06 -15,736.63 289,969.96 246131030000 289,969.96 0.197 / / 216.43 305,706.59 216.43 15,953.06 -15,736.63 289,969.96 10007 TXSLE CON 10/15/2009 745.43 1,042,730.44 745.43 40,757.40 -40,011.97 1,002,718.47 246141030000 1,002,718.47 0.197 / / 745.43 1,042,730.44 745.43 40,757.40 -40,011.97 1,002,718.47 10008 TXSRR CON 10/15/2009 145.05 7,126.81 730,145.05 505,336.00 224,809.05 231,935.86 246161030000 231,935.86 0.197 1l 145.05 7,126.81 730,145.05 505,336.00 224,809.05 231,935.86 10191 COMMCP CON 05/08/2014 0.00 0.00 0.00 0.00 0.00 0.00 1881402 0.00 0.000 / / 0.00 0.00 0.00 0.00 0.00 0.00 10192 COMMLE CON 05/08/2014 0.00 0.00 0.00 0.00 0.00 0.00 1881402026 0.00 0.000 ! / 0.00 0.00 0.00 0.00 0.00 0.00 10193 COMMRR CON 05/08/2014 0.00 0.00 0.00 0.00 0.00 0.00 1881402034 0.00 0.000 1 / 0.00 0.00 0.00 0.00 0.00 0.00 10204 WFBCCP CON 08/02/2016 2.91 7,311.74 2.91 0.00 2.91 7,314.65 8940 7,314.65 0.160 / 1 2.91 7,311.74 2.91 0.00 2.91 7,314.65 10205 WFBCLE CON 08/01/2016 4.34 10,887.25 4.34 0.00 4.34 10,891.59 8932 10,891.59 0.160 / / 4.34 10,887.25 4.34 0.00 4.34 10,891.59 10206 WFBCRR CON 08/01/2016 14.65 36,725.90 14.65 0.00 14.65 36,740.55 8916 36,740.55 0.160 1 / 14.65 36,725.90 14.65 0.00 14.65 36,740.55 10252 TXMAST CON 01/01/2018 49.38 16,641.03 5,146,376.88 5,149,710.71 -3,333.83 13,307.20 2461110300 13,307.20 0.197 / 1 49.38 16,641.03 5,146,376.88 5,149,710.71 -3,333.83 13,307.20 10314 NXMMRR CON 09104/2019 13.67 555.36 2,205,013.67 2,205,000.00 13.67 569.03 6095 569.03 0.490 ! ! 13.67 555.36 2,205,013.67 2,205,000.00 13.67 569.03 Portfolio BCRU Run Date:07/30/2020-16:02 TC(PRF-TC)7.0 Report Ver.7.3.6.1 , Brushy Creek Reg.Utility Auth Texas Compliance Change in Val Report Page 2 April 1,2020-June 30,2020 Beginning Ending Inv# Issuer Fund Purch Date Interest Accrual Book Value Book Value Beginning Purchases/ Ending Cusip Par Value YTM Mat Date Interest Received Market Value Additions Redemptions Change in Value Market Value 10315 NICSRR CON 09/05/2019 5,345.20 5,545,842.80 5,345.20 2,205,000.00 -2,199,654.80 3,346,188.00 6095A 3,346,188.00 0.500 1 / 5,345.20 5,545,842.80 5,345.20 2,205,000.00 -2,199,654.80 3,346,188.00 10319 CHFNCP CON 01/1612020 0.00 487,409.53 0.00 0.00 2,266.66 489,676.19 16536HGE5A 490,000.00 1.846 07/14/2020 0.00 487,409.53 0.00 0.00 2,266.66 489,676.19 10320 CHFNLE CON 01116/2020 0.00 726,140.73 0.00 0.00 3,376.86 729,517.59 16536HGE5B 730,000.00 1.846 07/14/2020 0.00 726,140.73 0.00 0.00 3,376.86 729,517.59 Sub Totals For:Fund:Construction Funds 6,537.06 8,187,078.18 8,087,864.56 10,121,757.17 -2,028,249.09 6,158,829.09 6,537.06 8,187,078.18 8,087,864.56 10,121,757.17 -2,028,249.09 6,158,829.09 Fund:Construction Funds- 10286 TXSCP CON17 02/04/2019 800.78 1,415,901.91 800.76 801,850.75 -801,049.97 614,851.94 2461320170 614,851.94 0.197 1 / 800.78 1,415,901.91 800.76 801,850.75 -801,049.97 614,851.94 10287 TXSLE CON17 02/04/2019 1,400.34 2,476,212.75 1,400.34 1,402,863.04 -1,401,462.70 1,074,750.05 2461420170 1,074,750.05 0.197 / / 1,400.34 2,476,212.75 1,400.34 1,402,863.04 -1,401,462.70 1,074,750.05 10288 TXSRR CON17 02/04/2019 322.73 655.78 1,800,385.20 1,126,913.22 673,471.98 674,127.76 2461620170 674,127.76 0.197 / ! 322.73 655.78 1,800,385.20 1,126,913.22 673,471.98 674,127.76 Sub Totals For:Fund:Construction Funds- 2,523.85 3,892,770.44 1,802,586.32 3,331,627.01 -1,529,040.69 2,363,729.75 2,523.65 3,892,770.44 1,802,586.32 3,331,627.01 -1,529,040.69 2,363,729.75 Fund:Construction Funds- 10289 TXSCP CON18 03/07/2019 1,010.88 1,494,599.64 1,010.88 488,425.63 -487,414.75 1,007,184.89 2461320180 1,007,184.89 0.197 / / 1,010.88 1,494,599.64 1,010.88 488,425.63 -487,414.75 1,007,184.89 10290 TXSLE CON18 0310412019 1,521.57 2,246,555.55 1,521.57 722,687.80 -721,166.23 1,525,389.32 2461420180 1,525,389.32 0.197 1l 1,521.57 2,246,555.55 1,521.57 722,687.80 -721,166.23 1,525,389.32 Sub Totals For:Fund:Construction Funds- 2,532.45 3,741,155.19 2,532.45 1,211,113.43 -1,208,580.98 2,532,574.21 2,532.45 3,741,155.19 2,532.45 1,211,113.43 -1,208,580.98 2,532,574.21 Fund:Debt Service Funds 10003 TXSCP DS 10101/2009 648.79 645,178.75 566,811.17 0.00 566,811.17 1,211,989.92 246131023000 1,211,989.92 0.197 / / 648.79 645,178.75 566,811.17 0.00 566,811.17 1,211,989.92 Portfolio BCRU Run Date:07/30/2020-16:02 TC(PRF TC)7.0 Report Ver.7.3.6.1 Brushy Creek Reg.Utility Auth Texas Compliance Change in Val Report Page 3 April 1,2020-June 30,2020 Beginning Ending Inv# Issuer Fund Purch Date Interest Accrual Book Value Book Value Beginning Purchases/ Ending Cusip Par Value YTM Mat Date Interest Received Market Value Additions Redemptions Change in Value Market Value 10004 TXSLE DS 10/01/2009 1,656.59 1,485,611.42 1,526,649.34 0.00 1,526,649.34 3,012,260.76 246141023000 3,012,260.76 0.197 / 1 1,656.59 1,485,611.42 1,526,649.34 0.00 1,526,649.34 3,012,260.76 10005 TXSRR DS 10/01/2009 1,093.31 1,033,664.68 1,055,157.31 0.00 1,055,157.31 2,088,821.99 246161023000 2,088,821.99 0.197 / / 1,093.31 1,033,664.68 1,055,157.31 0.00 1,055,157.31 2,088,821.99 10253 TXMAST DS 01/01/2018 2.36 3,084.82 2.36 0.00 2.36 3,087.18 2461110230 3,087.18 0.197 // 2.36 3,084.82 2.36 0.00 2.36 3,087.18 Sub Totals For:Fund: Debt Service Funds 3,401.05 3,167,539.67 3,148,620.18 0.00 3,148,620.18 6,316,159.85 3,401.05 3,167,539.67 3,148,620.18 0.00 3,148,620.18 6,316,159.85 Fund:Escrow Funds 10000 TXSCP ESC 10/01/2009 686.40 932,300.99 5,367.24 0.00 5,367.24 937,668.23 246122009000 937,668.23 0.197 1 / 686.40 932,300.99 5,367.24 0.00 5,367.24 937,668.23 10001 TXSLE ESC 10/01/2009 2,651.47 3,601,580.68 19,034.44 0.00 19,034.44 3,620,615.12 246122009001 3,620,615.12 0.197 /1 2,651.47 3,601,580.68 19,034.44 0.00 19,034.44 3,620,615.12 10002 TXSRR ESC 10/01/2009 4,856.90 6,600,236.27 21,258.04 0.00 21,258.04 6,621,494.31 246122009002 6,621,494.31 0.197 /1 4,856.90 6,600,236.27 21,258.04 0.00 21,258.04 6,621,494.31 10188 EWMMCP ESC 04/16/2014 0.00 0.00 0.00 0.00 0.00 0.00 86-64004317 0.00 0.000 I / 0.00 0.00 0.00 0.00 0.00 0.00 10189 EWMMLE ESC 04/16/2014 0.00 0.00 0.00 0.00 0.00 0.00 86-64004325 0.00 0.000 1 ! 0.00 0.00 0.00 0.00 0.00 0.00 10190 EWMMRR ESC 04/1612014 0.00 0.00 0.00 0.00 0.00 0.00 86-64004226 0.00 0.000 ! / 0.00 0.00 0.00 0.00 0.00 0.00 10267 CASHLE ESC 10/01/2019 0.12 16,375.50 16,390.44 32,765.94 -16,375.50 0.00 99994 0.00 0.000 / / 7.47 16,375.50 16,390.44 32,765.94 -16,375.50 0.00 10268 CASHRR ESC 10/01/2019 0.12 16,393.65 16,408.63 32,802.28 -16,393.65 0.00 99995 0.00 0.000 / / 7.49 16,393.65 16,408.63 32,802.28 -16,393.65 0.00 10283 CASHCP ESC 10/01/2019 0.02 1,678.69 4,682.99 9,361.68 -4,678.69 0.00 99998 0.00 0.000 / / 2.15 1,678.69 4,682.99 9,361.68 -4,678.69 0.00 Portfolio BCRU Run Date:07/30/2020.16:02 TC(PRF-TC)7.0 Report Ver.7.3.6.1 Brushy Creek Reg.Utility Auth Texas Compliance Change in Val Report Page 4 April 1,2020-June 30,2020 Beginning Ending Inv# Issuer Fund Purch Date Interest Accrual Book Value Book Value Beginning Purchases/ Ending Cusip Par Value YTM Mat Date Interest Received Market Value Additions Redemptions Change in Value Market Value Sub Totals For:Fund:Escrow Funds 8,195.03 11,171,565.78 83,141.78 74,929.90 8,211.88 11,179,777.66 8,211.88 11,171,565.78 83,141.78 74,929.90 8,211.88 11,179,777.66 Fund:Escrow Funds-2017 10223 CASHCP ESC17 10/01/2019 5.53 325,016.48 3,373.45 328,389.93 -325,016.48 0.00 99991 0.00 0.000 1 / 45.99 325,016.46 3,373.45 328,389.93 -325,016.48 0.00 10224 CASHLE ESC17 10/01/2019 15.97 950,030.43 9,842.80 959,873.23 -950,030.43 0.00 99992 0.00 0.000 / / 134.28 950,030.43 9,842.80 959,873.23 -950,030.43 0.00 10225 CASHRR ESC17 10/01/2019 5.53 325,016.48 3,373.45 328,389.93 -325,016.48 0.00 99993 0.00 0.000 / / 45.99 325,016.48 3,373.45 328,389.93 -325,016.48 0.00 10280 TXSCP ESC17 01/30/2019 401.68 477,136.24 325,464.15 0.00 325,464.15 802,600.39 2461220170 802,600.39 0.197 / 1 401.68 477,136.24 325,464.15 0.00 325,464.15 802,600.39 10281 TXSLE ESC17 01/30/2019 805.81 893,215.20 950,970.52 0.00 950,970.52 1,844,185.72 2461220171 1,844,185.72 0.197 / / 805.61 893,215.20 950,970.52 0.00 950,970.52 1,844,185.72 10282 TXSRR ESC17 01/30/2019 401.85 479,618.10 325,464.32 0.00 325,464.32 805,082.42 2461220172 805,082.42 0.197 / / 401.85 479,618.10 325,464.32 0.00 325,464.32 805,082.42 Sub Totals For:Fund: Escrow Funds-2017 1,636.37 3,450,032.93 1,618,488.69 1,616,653.09 1,835.60 3,451,868.53 1,835.60 3,450,032.93 1,618,488.69 1,616,653.09 1,835.60 3,451,868.53 Fund:Escrow Funds-2018 10269 CASHLE ESC18 10/0112019 33.57 1,571,416.19 1,307,097.85 1,598,514.04 -291,416.19 1,280,000.00 99996 1,280,000.00 0.010 / / 732.76 1,571,416.19 1,307,097.85 1,598,514.04 -291,416.19 1,280,000.00 10270 CASHCP ESC18 10/01/2019 34.56 1,765,640.31 887,575.06 1,793,215.37 -905,640.31 860,000.00 99997 860,000.00 0.010 1 / 823.22 1,765,640.31 887,575.06 1,793,215.37 -905,640.31 860,000.00 10284 TXSCP ESC18 02/15/2019 572.99 402,697.84 1,767,036.52 0.00 1,767,036.52 2,169,734.36 2461220180 2,169,734.36 0.197 // 572.99 402,697.84 1,767,036.52 0.00 1,767,036.52 2,169,734.36 10285 TXSLE ESC18 02/28/2019 304.65 92,897.10 1,572,453.60 0.00 1,572,453.60 1,665,350.70 2461220181 1,665,350.70 0.197 / / 304.65 92,897.10 1,572,453.60 0.00 1,572,453.60 1,665,350.70 Portfolio BCRU Run Date:07/30/2020-16:02 TC(PRF_TQ 7.0 Report Ver.7.3.6.1 Brushy Creek Reg.Utility Auth Texas Compliance Change in Val Report Page 5 April 1,2020-June 30,2020 Beginning Ending Inv# Issuer Fund Purch Date Interest Accrual Book Value Book Value Beginning Purchases/ Ending Cusip Par Value YTM Mat Date Interest Received Market Value Additions Redemptions Change in Value Market Value 10316 BCSNCP ESC18 12/16/2019 0.00 856,732.00 0.00 860,000.00 -856,732.00 0.00 05971RFC3A 0.00 0.000 06/12/2020 0.00 856,732.00 0.00 860,000.00 -856,732.00 0.00 10317 BCSNLE ESC18 12/16/2019 0.00 1,275,136.00 0.00 1,280,000.00 -1,275,136.00 0.00 05971RFC3B 0.00 0.000' 06/12/2020 0.00 1,275,136.00 0.00 1,280,000.00 -1,275,136.00 0.00 Sub Totals For:Fund:Escrow Funds-2018 945.77 5,964,519.44 5,534,163.03 5,531,729.41 10,565.62 5,975,085.06 2,433.62 5,964,519.44 5,534,163.03 5,531,729.41 10,565.62 5,975,085.06 Fund:Operating Funds 10199 WFBCOP OPER 05/26/2016 158.98 406,961.70 78,233.48 50,471.98 27,761.50 434,723.20 5125 434,723.20 0.160 // 158.98 406,961.70 78,233.48 50,471.98 27,761.50 434,723.20 10254 TXMAST OPER 01/01/2018 1,740.37 2,445,056.99 467,145.19 613,608.56 -146,463.37 2,298,593.62 2461111110 2,298,593.62 0.197 / 1 1,740.37 2,445,056.99 467,145.19 613,608.56 -146,463.37 2,298,593.62 Sub Totals For:Fund:Operating Funds 1,899.35 2,852,018.69 545,378.67 664,080.54 -118,701.87 2,733,316.82 1,899.35 2,852,018.69 545,378.67 664,080.54 -118,701.87 2,733,316.82 Fund:Reserve Funds 10043 TXSLE RES 03/25/2010 0.00 0.00 0.00 0.00 0.00 0.00 246146233000 0.00 0.000 1/ 0.00 0.00 0.00 0.00 0.00 0.00 Sub Totals For: Fund:Reserve Funds 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Report Grand Totals: 27,670.93 42,426,680.32 20,822,775.68 22,551,890.55 -1,715,339.35 40,711,340.97 29,374.86 42,426,680.32 20,822,775.68 22,551,890.55 -1,715,339.35 40,711,340.97 Portfolio BCRU Run bate:07/30/2020-16:02 TC(PRF-TC)7.0 Report Ver.7.3.6.1 DATE: August 21,2020 SUBJECT: BCRUA Board Meeting—August 26, 2020 ITEM: 5A. Consider a resolution approving the BCRUA Quarterly Investment Report for April 1, 2020—June 30, 2020. PRESENTER: Robert Powers—Finance Director, City of Leander