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HomeMy WebLinkAbout(0083) 2021_WS(2021_WS2) Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021_03.26.2021.pdfHilltopSecurities A Hilltop Holdings Company TABLE OF CONTENTS City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 Tax Exempt Rates as of 03/25/2021 (+25 bps) (AA+/AA) *** Option 2 *** Report Page Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 Savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Summary of Refunding Results . . . . . . . . . . . . . . . . . . . . . . . . 2 Sources and Uses of Funds . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Bond Debt Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Bond Summary Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Bond Pricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Summary of Bonds Refunded . . . . . . . . . . . . . . . . . . . . . . . . . 11 Escrow Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Escrow Cost . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Escrow Sufficiency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Escrow Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Prior Bond Debt Service . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021($75 mm 30 Yrs) Bond Debt Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Bond Summary Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 ($51.8 mm 15 Yrs) Bond Debt Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Bond Summary Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021_(CR: Ser'11 RIVING Debt) Savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Summary of Refunding Results . . . . . . . . . . . . . . . . . . . . . . . . 26 Bond Debt Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Bond Summary Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Prior Bond Debt Service . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Unrefunded Bond Debt Service . . . . . . . . . . . . . . . . . . . . . . . . 32 Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) HilltopSecurities A Hilltop Holdings Company SAVINGS City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 Tax Exempt Rates as of 03/25/2021 (+25 bps) (AA+/AA) *** Option 2 *** Date Prior Debt Service Prior Receipts Prior Net Cash Flow Refunding Debt Service Savings 09/30/2021 1,076,125.00 1,076,125.00 09/30/2022 15,344,000.00 15,344,000.00 14,465,118.06 878,881.94 09/30/2023 9,475,625.00 9,475,625.00 8,599,875.00 875,750.00 09/30/2024 5,740,625.00 5,740,625.00 4,865,750.00 874,875.00 09/30/2025 825,750.00 825,750.00 704,250.00 121,500.00 09/30/2026 825,750.00 825,750.00 704,250.00 121,500.00 09/30/2027 825,750.00 825,750.00 704,250.00 121,500.00 09/30/2028 6,534,375.00 6,534,375.00 5,662,125.00 872,250.00 09/30/2029 6,534,125.00 6,534,125.00 5,661,375.00 872,750.00 09/30/2030 4,617,625.00 4,617,625.00 3,746,375.00 871,250.00 51,799,750.00 1,076,125.00 50,723,625.00 45,113,368.06 5,610,256.94 Savings Summary Savings PV date Savings PV rate PV of savings from cash flow Net PV Savings Note: Preliminary, for illustrative purposes only. 07/14/2021 1.491497% 5,241,776.39 5,241,776.39 Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 1 HilltopSecurities A Hilltop Holdings Company SUMMARY OF REFUNDING RESULTS City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 Tax Exempt Rates as of 03/25/2021 (+25 bps) (AA+/AA) *** Option 2 *** Dated Date 07/14/2021 Delivery Date 07/14/2021 Arbitrage yield 1.854697% Escrow yield 0.000000% Value of Negative Arbitrage Bond Par Amount 38,350,000.00 True Interest Cost 1.375021% Net Interest Cost 1.538036% All -In TIC 1.491497% Average Coupon 5.000000% Average Life 3.527 Weighted Average Maturity 11.564 Par amount of refunded bonds 43,045,000.00 Average coupon of refunded bonds 5.000000% Average life of refunded bonds 3.654 Remaining weighted average maturity of refunded bonds 3.561 PV of prior debt to 07/14/2021 @ 1.491497% 49,182,958.49 Net PV Savings 5,241,776.39 Percentage savings of refunded bonds 12.177434% Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 2 HilltopSecurities A Hilltop Holdings Company SOURCES AND USES OF FUNDS City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 Tax Exempt Rates as of 03/25/2021 (+25 bps) (AA+/AA) *** Option 2 *** Dated Date 07/14/2021 Delivery Date 07/14/2021 Water and Water and Water and Sewer System Sewer System Sewer System Revenue Revenue Revenue Refunding and Refunding and Refunding and Improvement Improvement Improvement Bonds, Series Bonds, Series Bonds, Series 2021 ($75 mm 2021 ($51.8 mm 2021_(CR: Ser Sources: 30 Yrs) 15 Yrs) '11 RIVING Debt) Total Bond Proceeds: Par Amount 66,045,000.00 44,115,000.00 38,350,000.00 148,510,000.00 Premium 9,642,649.30 8,141,417.35 4,913,007.75 22,697,074.40 75,687,649.30 52,256,417.35 43,263,007.75 171,207,074.40 Other Sources of Funds: Transfer from Debt Service Fund 1,076,125.00 1,076,125.00 75,687,649.30 52,256,417.35 44,339,132.75 172,283,199.40 Water and Water and Water and Sewer System Sewer System Sewer System Revenue Revenue Revenue Refunding and Refunding and Refunding and Improvement Improvement Improvement Bonds, Series Bonds, Series Bonds, Series 2021 ($75 mm 2021 ($51.8 mm 2021_(CR: Ser Uses: 30 Yrs) 15 Yrs) '11 RIVING Debt) Total Project Fund Deposits: Project Fund Refunding Escrow Deposits: Cash Deposit Delivery Date Expenses: Cost of Issuance Underwriter's Discount Other Uses of Funds: Additional Proceeds Note: Preliminary, for illustrative purposes only. 75,000,000.00 51,800,000.00 126,800,000.00 43,941,770.84 43,941,770.84 289,066.39 193,082.96 167,850.65 650,000.00 396,270.00 264,690.00 230,100.00 891,060.00 685,336.39 457,772.96 397,950.65 1,541,060.00 2,312.91-1,355.61-588.74 368.56 75,687,649.30 52,256,417.35 44,339,132.75 172,283,199.40 Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 3 HilltopSecurities A Hilltop Holdings Company BOND DEBT SERVICE City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 Tax Exempt Rates as of 03/25/2021 (+25 bps) (AA+/AA) *** Option 2 *** Period Ending Principal Coupon Interest Debt Service Annual Debt Service 02/15/2022 15,405,000 5.000% 3,964,748.62 19,369,748.62 08/15/2022 2,997,125.00 2,997,125.00 09/30/2022 22,366,873.62 02/15/2023 10,770,000 5.000% 2,997,125.00 13,767,125.00 08/15/2023 2,727,875.00 2,727,875.00 09/30/2023 16,495,000.00 02/15/2024 7,495,000 5.000% 2,727,875.00 10,222,875.00 08/15/2024 2,540,500.00 2,540,500.00 09/30/2024 12,763,375.00 02/15/2025 3,615,000 5.000% 2,540,500.00 6,155,500.00 08/15/2025 2,450,125.00 2,450,125.00 09/30/2025 8,605,625.00 02/15/2026 3,795,000 5.000% 2,450,125.00 6,245,125.00 08/15/2026 2,355,250.00 2,355,250.00 09/30/2026 8,600,375.00 02/15/2027 3,995,000 5.000% 2,355,250.00 6,350,250.00 08/15/2027 2,255,375.00 2,255,375.00 09/30/2027 8,605,625.00 02/15/2028 9,285,000 5.000% 2,255,375.00 11,540,375.00 08/15/2028 2,023,250.00 2,023,250.00 09/30/2028 13,563,625.00 02/15/2029 9,755,000 5.000% 2,023,250.00 11,778,250.00 08/15/2029 1,779,375.00 1,779,375.00 09/30/2029 13,557,625.00 02/15/2030 8,295,000 5.000% 1,779,375.00 10,074,375.00 08/15/2030 1,572,000.00 1,572,000.00 09/30/2030 11,646,375.00 02/15/2031 4,875,000 5.000% 1,572,000.00 6,447,000.00 08/15/2031 1,450,125.00 1,450,125.00 09/30/2031 7,897,125.00 02/15/2032 5,125,000 5.000% 1,450,125.00 6,575,125.00 08/15/2032 1,322,000.00 1,322,000.00 09/30/2032 7,897,125.00 02/15/2033 5,360,000 4.000% 1,322,000.00 6,682,000.00 08/15/2033 1,214,800.00 1,214,800.00 09/30/2033 7,896,800.00 02/15/2034 5,580,000 4.000% 1,214,800.00 6,794,800.00 08/15/2034 1,103,200.00 1,103,200.00 09/30/2034 7,898,000.00 02/15/2035 5,810,000 4.000% 1,103,200.00 6,913,200.00 08/15/2035 987,000.00 987,000.00 09/30/2035 7,900,200.00 02/15/2036 6,045,000 4.000% 987,000.00 7,032,000.00 08/15/2036 866,100.00 866,100.00 09/30/2036 7,898,100.00 02/15/2037 2,150,000 4.000% 866,100.00 3,016,100.00 08/15/2037 823,100.00 823,100.00 09/30/2037 3,839,200.00 02/15/2038 2,235,000 4.000% 823,100.00 3,058,100.00 08/15/2038 778,400.00 778,400.00 09/30/2038 3,836,500.00 02/15/2039 2,330,000 4.000% 778,400.00 3,108,400.00 08/15/2039 731,800.00 731,800.00 09/30/2039 3,840,200.00 02/15/2040 2,425,000 4.000% 731,800.00 3,156,800.00 08/15/2040 683,300.00 683,300.00 09/30/2040 3,840,100.00 Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 4 Hilltop5ecurities A Hilltop Holdings Company BOND DEBT SERVICE City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 Tax Exempt Rates as of 03/25/2021 (+25 bps) (AA+/AA) *** Option 2 *** Period Ending Principal Coupon Interest Debt Service Annual Debt Service 02/15/2041 2,525,000 4.000% 683,300.00 3,208,300.00 08/15/2041 632,800.00 632,800.00 09/30/2041 3,841,100.00 02/15/2042 2,625,000 4.000% 632,800.00 3,257,800.00 08/15/2042 580,300.00 580,300.00 09/30/2042 3,838,100.00 02/15/2043 2,735,000 4.000% 580,300.00 3,315,300.00 08/15/2043 525,600.00 525,600.00 09/30/2043 3,840,900.00 02/15/2044 2,845,000 4.000% 525,600.00 3,370,600.00 08/15/2044 468,700.00 468,700.00 09/30/2044 3,839,300.00 02/15/2045 2,960,000 4.000% 468,700.00 3,428,700.00 08/15/2045 409,500.00 409,500.00 09/30/2045 3,838,200.00 02/15/2046 3,080,000 4.000% 409,500.00 3,489,500.00 08/15/2046 347,900.00 347,900.00 09/30/2046 3,837,400.00 02/15/2047 3,205,000 4.000% 347,900.00 3,552,900.00 08/15/2047 283,800.00 283,800.00 09/30/2047 3,836,700.00 02/15/2048 3,335,000 4.000% 283,800.00 3,618,800.00 08/15/2048 217,100.00 217,100.00 09/30/2048 3,835,900.00 02/15/2049 3,475,000 4.000% 217,100.00 3,692,100.00 08/15/2049 147,600.00 147,600.00 09/30/2049 3,839,700.00 02/15/2050 3,615,000 4.000% 147,600.00 3,762,600.00 08/15/2050 75,300.00 75,300.00 09/30/2050 3,837,900.00 02/15/2051 3,765,000 4.000% 75,300.00 3,840,300.00 09/30/2051 3,840,300.00 148,510,000 72,663,348.62 221,173,348.62 221,173,348.62 Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 5 HilltopSecurities A Hilltop Holdings Company BOND DEBT SERVICE City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 Tax Exempt Rates as of 03/25/2021 (+25 bps) (AA+/AA) *** Option 2 *** Period Ending Principal Coupon Interest Debt Service 09/30/2022 15,405,000 5.000% 6,961,873.62 22,366,873.62 09/30/2023 10,770,000 5.000% 5,725,000.00 16,495,000.00 09/30/2024 7,495,000 5.000% 5,268,375.00 12,763,375.00 09/30/2025 3,615,000 5.000% 4,990,625.00 8,605,625.00 09/30/2026 3,795,000 5.000% 4,805,375.00 8,600,375.00 09/30/2027 3,995,000 5.000% 4,610,625.00 8,605,625.00 09/30/2028 9,285,000 5.000% 4,278,625.00 13,563,625.00 09/30/2029 9,755,000 5.000% 3,802,625.00 13,557,625.00 09/30/2030 8,295,000 5.000% 3,351,375.00 11,646,375.00 09/30/2031 4,875,000 5.000% 3,022,125.00 7,897,125.00 09/30/2032 5,125,000 5.000% 2,772,125.00 7,897,125.00 09/30/2033 5,360,000 4.000% 2,536,800.00 7,896,800.00 09/30/2034 5,580,000 4.000% 2,318,000.00 7,898,000.00 09/30/2035 5,810,000 4.000% 2,090,200.00 7,900,200.00 09/30/2036 6,045,000 4.000% 1,853,100.00 7,898,100.00 09/30/2037 2,150,000 4.000% 1,689,200.00 3,839,200.00 09/30/2038 2,235,000 4.000% 1,601,500.00 3,836,500.00 09/30/2039 2,330,000 4.000% 1,510,200.00 3,840,200.00 09/30/2040 2,425,000 4.000% 1,415,100.00 3,840,100.00 09/30/2041 2,525,000 4.000% 1,316,100.00 3,841,100.00 09/30/2042 2,625,000 4.000% 1,213,100.00 3,838,100.00 09/30/2043 2,735,000 4.000% 1,105,900.00 3,840,900.00 09/30/2044 2,845,000 4.000% 994,300.00 3,839,300.00 09/30/2045 2,960,000 4.000% 878,200.00 3,838,200.00 09/30/2046 3,080,000 4.000% 757,400.00 3,837,400.00 09/30/2047 3,205,000 4.000% 631,700.00 3,836,700.00 09/30/2048 3,335,000 4.000% 500,900.00 3,835,900.00 09/30/2049 3,475,000 4.000% 364,700.00 3,839,700.00 09/30/2050 3,615,000 4.000% 222,900.00 3,837,900.00 09/30/2051 3,765,000 4.000% 75,300.00 3,840,300.00 148,510,000 72,663,348.62 221,173,348.62 Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 6 HilltopSecurities A Hilltop Holdings Company BOND SUMMARY STATISTICS City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 Tax Exempt Rates as of 03/25/2021 (+25 bps) (AA+/AA) *** Option 2 *** Dated Date 07/14/2021 Delivery Date 07/14/2021 First Coupon 02/15/2022 Last Maturity 02/15/2051 Arbitrage Yield 1.854697% True Interest Cost (TIC) 2.666812% Net Interest Cost (NIC) 2.965099% All -In TIC 2.709716% Average Coupon 4.236440% Average Life (years) 11.549 Weighted Average Maturity (years) 11.564 Duration of Issue (years) 9.044 Par Amount 148,510,000.00 Bond Proceeds 171,207,074.40 Totallnterest 72,663,348.62 Net Interest 50,857,334.22 Bond Years from Dated Date 1,715,198,361.11 Bond Years from Delivery Date 1,715,198,361.11 Total Debt Service 221,173,348.62 Maximum Annual Debt Service 22,366,873.62 Average Annual Debt Service 7,475,580.27 Underwriter's Fees (per $1000) Average Takedown Other Fee 6.000000 Total Underwriter's Discount 6.000000 Bid Price 114.683196 Par Average Average PV of 1 by Bond Component Value Price Coupon Life change Serial Bond 116,870,000.00 116.184 4.445% 7.796 71,126.00 Term Bond 2046 14,245,000.00 112.181 4.000% 22.666 11,680.90 Term Bond 2051 17,395,000.00 111.770 4.000% 27.667 14,263.90 148,510,000.00 11.549 97,070.80 All -In Arbitrage TIC TIC Yield Par Value 148,510,000.00 148,510,000.00 148,510,000.00 + Accrued Interest + Premium (Discount) 22,697,074.40 22,697,074.40 22,697,074.40 Underwriter's Discount-891,060.00 -891,060.00 Cost of Issuance Expense -650,000.00 Other Amounts Target Value 170,316,014.40 169,666,014.40 171,207,074.40 Target Date 07/14/2021 07/14/2021 07/14/2021 Yield 2.666812% 2.709716% 1.854697% Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 7 HilltonSecurities BOND SUMMARY STATISTICS City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 Tax Exempt Rates as of 03/25/2021 (+25 bps) (AA+/AA) *** Option 2 *** Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 8 HilltopSecurities A Hilltop Holdings Company BOND PRICING City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 Tax Exempt Rates as of 03/25/2021 (+25 bps) (AA+/AA) *** Option 2 *** Bond Component Maturity Date Amount Rate Yield Price Yield to Maturity Call Date Call Price Premium (-Discount) Principal Cost Serial Bond: 02/15/2022 15,405,000 5.000% 0.420% 102.677 412,391.85 15,817,391.85 02/15/2023 10,770,000 5.000% 0.490% 107.116 766,393.20 11,536,393.20 02/15/2024 7,495,000 5.000% 0.630% 111.191 838,765.45 8,333,765.45 02/15/2025 3,615,000 5.000% 0.790% 114.856 537,044.40 4,152,044.40 02/15/2026 3,795,000 5.000% 0.920% 118.280 693,726.00 4,488,726.00 02/15/2027 3,995,000 5.000% 1.070% 121.254 849,097.30 4,844,097.30 02/15/2028 9,285,000 5.000% 1.240% 123.707 2,201,194.95 11,486,194.95 02/15/2029 9,755,000 5.000% 1.410% 125.741 2,511,034.55 12,266,034.55 02/15/2030 8,295,000 5.000% 1.570% 127.449 2,276,894.55 10,571,894.55 02/15/2031 4,875,000 5.000% 1.680% 126.440 C 1.961% 02/15/2030 100.000 1,288,950.00 6,163,950.00 02/15/2032 5,125,000 5.000% 1.740% 125.894 C 2.239% 02/15/2030 100.000 1,327,067.50 6,452,067.50 02/15/2033 5,360,000 4.000% 1.930% 116.305 C 2.381% 02/15/2030 100.000 873,948.00 6,233,948.00 02/15/2034 5,580,000 4.000% 1.980% 115.876 C 2.520% 02/15/2030 100.000 885,880.80 6,465,880.80 02/15/2035 5,810,000 4.000% 2.030% 115.449 C 2.639% 02/15/2030 100.000 897,586.90 6,707,586.90 02/15/2036 6,045,000 4.000% 2.070% 115.109 C 2.737% 02/15/2030 100.000 913,339.05 6,958,339.05 02/15/2037 2,150,000 4.000% 2.110% 114.770 C 2.822% 02/15/2030 100.000 317,555.00 2,467,555.00 02/15/2038 2,235,000 4.000% 2.150% 114.432 C 2.898% 02/15/2030 100.000 322,555.20 2,557,555.20 02/15/2039 2,330,000 4.000% 2.190% 114.095 C 2.965% 02/15/2030 100.000 328,413.50 2,658,413.50 02/15/2040 2,425,000 4.000% 2.230% 113.760 C 3.026% 02/15/2030 100.000 333,680.00 2,758,680.00 02/15/2041 2,525,000 4.000% 2.270% 113.425 C 3.082% 02/15/2030 100.000 338,981.25 2,863,981.25 116,870,000 18,914,499.45 135,784,499.45 Term Bond 2046: 02/15/2042 2,625,000 4.000% 2.420% 112.181 C 3.275% 02/15/2030 100.000 319,751.25 2,944,751.25 02/15/2043 2,735,000 4.000% 2.420% 112.181 C 3.275% 02/15/2030 100.000 333,150.35 3,068,150.35 02/15/2044 2,845,000 4.000% 2.420% 112.181 C 3.275% 02/15/2030 100.000 346,549.45 3,191,549.45 02/15/2045 2,960,000 4.000% 2.420% 112.181 C 3.275% 02/15/2030 100.000 360,557.60 3,320,557.60 02/15/2046 3,080,000 4.000% 2.420% 112.181 C 3.275% 02/15/2030 100.000 375,174.80 3,455,174.80 14,245,000 1,735,183.45 15,980,183.45 Term Bond 2051: 02/15/2047 3,205,000 4.000% 2.470% 111.770 C 3.368% 02/15/2030 100.000 377,228.50 3,582,228.50 Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 9 HilltopSecurities A Hilltop Holdings Company BOND PRICING City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 Tax Exempt Rates as of 03/25/2021 (+25 bps) (AA+/AA) *** Option 2 *** Maturity Yield to Call Call Premium Bond Component Date Amount Rate Yield Price Maturity Date Price (-Discount) Principal Cost Term Bond 2051: 02/15/2048 3,335,000 4.000% 2.470% 111.770 C 3.368% 02/15/2030 100.000 392,529.50 3,727,529.50 02/15/2049 3,475,000 4.000% 2.470% 111.770 C 3.368% 02/15/2030 100.000 409,007.50 3,884,007.50 02/15/2050 3,615,000 4.000% 2.470% 111.770 C 3.368% 02/15/2030 100.000 425,485.50 4,040,485.50 02/15/2051 3,765,000 4.000% 2.470% 111.770 C 3.368% 02/15/2030 100.000 443,140.50 4,208,140.50 17,395,000 2,047,391.50 19,442,391.50 148,510,000 22,697,074.40 171,207,074.40 Dated Date Delivery Date First Coupon Par Amount Premium Production Underwriter's Discount Purchase Price Accrued Interest Net Proceeds Note: Preliminary, for illustrative purposes only. 07/14/2021 07/14/2021 02/15/2022 148,510,000.00 22,697,074.40 171, 207,074.40 115.283196 -891,060.00-0.600000% 170, 316, 014.40 114.683196 170,316,014.40 Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 10 HilltopSecurities A Hilltop Holdings Company Bond SUMMARY OF BONDS REFUNDED City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 Tax Exempt Rates as of 03/25/2021 (+25 bps) (AA+/AA) *** Option 2 *** Maturity Interest Par Call Call Date Rate Amount Date Price $151,160,000 Waterworks and Sewer System Refunding and Improvement Bonds, Series 2011, 2011, BOND: 02/15/2022 5.000% 13,530,000.00 07/15/2021 100.000 02/15/2023 5.000% 8,205,000.00 07/15/2021 100.000 02/15/2024 5.000% 4,795,000.00 07/15/2021 100.000 02/15/2028 5.000% 5,855,000.00 07/15/2021 100.000 02/15/2029 5.000% 6,155,000.00 07/15/2021 100.000 02/15/2030 5.000% 4,505,000.00 07/15/2021 100.000 43,045,000.00 Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 11 HilltopSecurities A Hilltop Holdings Company ESCROW REQUIREMENTS City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 Tax Exempt Rates as of 03/25/2021 (+25 bps) (AA+/AA) *** Option 2 *** Period Principal Ending Interest Redeemed Total 07/15/2021 896,770.84 43,045,000.00 43,941,770.84 896,770.84 43,045,000.00 43,941,770.84 Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 12 HilltopSecurities A Hilltop Holdings Company ESCROW COST City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 Tax Exempt Rates as of 03/25/2021 (+25 bps) (AA+/AA) *** Option 2 *** Purchase Cost of Cash Total Date Securities Deposit Escrow Cost 07/14/2021 Note: Preliminary, for illustrative purposes only. 43,941,770.84 43,941,770.84 0 43,941,770.84 43,941,770.84 Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 13 HilltopSecurities A Hilltop Holdings Company ESCROW SUFFICIENCY City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 Tax Exempt Rates as of 03/25/2021 (+25 bps) (AA+/AA) *** Option 2 *** Escrow Net Escrow Excess Excess Date Requirement Receipts Receipts Balance 07/14/2021 43,941,770.84 43,941,770.84 43,941,770.84 07/15/2021 43,941,770.84-43,941,770.84 43,941,770.84 43,941,770.84 0.00 Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 14 Hilltop5ecurities A Hilltop Holdings Company ESCROW STATISTICS City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 Tax Exempt Rates as of 03/25/2021 (+25 bps) (AA+/AA) *** Option 2 *** Modified Yield to Yield to Perfect Value of Total Duration Receipt Disbursement Escrow Negative Cost of Escrow Escrow Cost (years) Date Date Cost Arbitrage Dead Time Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021_(CR: Ser'11 RIVING Debt): TDSF 1,076,125.00 1,076,125.00 BP 42,865,645.84 42,865,645.84 43,941,770.84 43,941,770.84 0.00 0.00 Delivery date 07/14/2021 Arbitrage yield 1.854697% Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 15 HilltopSecurities A Hilltop Holdings Company PRIOR BOND DEBT SERVICE City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 Tax Exempt Rates as of 03/25/2021 (+25 bps) (AA+/AA) *** Option 2 *** Period Ending Principal Coupon Interest Debt Service 09/30/2021 1,076,125 1,076,125 09/30/2022 13,530,000 5.000% 1,814,000 15,344,000 09/30/2023 8,205,000 5.000% 1,270,625 9,475,625 09/30/2024 4,795,000 5.000% 945,625 5,740,625 09/30/2025 825,750 825,750 09/30/2026 825,750 825,750 09/30/2027 825,750 825,750 09/30/2028 5,855,000 5.000% 679,375 6,534,375 09/30/2029 6,155,000 5.000% 379,125 6,534,125 09/30/2030 4,505,000 5.000% 112,625 4,617,625 43,045,000 8,754,750 51,799,750 Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 16 HilltopSecurities A Hilltop Holdings Company BOND DEBT SERVICE City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 (Funding $75 mm with 30 Year Amortization) AA+/AA Period Annual Ending Principal Coupon Interest Debt Service Debt Service 02/15/2022 830,000 5.000% 1,636,041.25 2,466,041.25 08/15/2022 1,374,925.00 1,374,925.00 09/30/2022 3,840,966.25 02/15/2023 1,115,000 5.000% 1,374,925.00 2,489,925.00 08/15/2023 1,347,050.00 1,347,050.00 09/30/2023 3,836,975.00 02/15/2024 1,175,000 5.000% 1,347,050.00 2,522,050.00 08/15/2024 1,317,675.00 1,317,675.00 09/30/2024 3,839,725.00 02/15/2025 1,235,000 5.000% 1,317,675.00 2,552,675.00 08/15/2025 1,286,800.00 1,286,800.00 09/30/2025 3,839,475.00 02/15/2026 1,295,000 5.000% 1,286,800.00 2,581,800.00 08/15/2026 1,254,425.00 1,254,425.00 09/30/2026 3,836,225.00 02/15/2027 1,365,000 5.000% 1,254,425.00 2,619,425.00 08/15/2027 1,220,300.00 1,220,300.00 09/30/2027 3,839,725.00 02/15/2028 1,435,000 5.000% 1,220,300.00 2,655,300.00 08/15/2028 1,184,425.00 1,184,425.00 09/30/2028 3,839,725.00 02/15/2029 1,505,000 5.000% 1,184,425.00 2,689,425.00 08/15/2029 1,146,800.00 1,146,800.00 09/30/2029 3,836,225.00 02/15/2030 1,585,000 5.000% 1,146,800.00 2,731,800.00 08/15/2030 1,107,175.00 1,107,175.00 09/30/2030 3,838,975.00 02/15/2031 1,665,000 5.000% 1,107,175.00 2,772,175.00 08/15/2031 1,065,550.00 1,065,550.00 09/30/2031 3,837,725.00 02/15/2032 1,750,000 5.000% 1,065,550.00 2,815,550.00 08/15/2032 1,021,800.00 1,021,800.00 09/30/2032 3,837,350.00 02/15/2033 1,830,000 4.000% 1,021,800.00 2,851,800.00 08/15/2033 985,200.00 985,200.00 09/30/2033 3,837,000.00 02/15/2034 1,905,000 4.000% 985,200.00 2,890,200.00 08/15/2034 947,100.00 947,100.00 09/30/2034 3,837,300.00 02/15/2035 1,985,000 4.000% 947,100.00 2,932,100.00 08/15/2035 907,400.00 907,400.00 09/30/2035 3,839,500.00 02/15/2036 2,065,000 4.000% 907,400.00 2,972,400.00 08/15/2036 866,100.00 866,100.00 09/30/2036 3,838,500.00 02/15/2037 2,150,000 4.000% 866,100.00 3,016,100.00 08/15/2037 823,100.00 823,100.00 09/30/2037 3,839,200.00 02/15/2038 2,235,000 4.000% 823,100.00 3,058,100.00 08/15/2038 778,400.00 778,400.00 09/30/2038 3,836,500.00 02/15/2039 2,330,000 4.000% 778,400.00 3,108,400.00 08/15/2039 731,800.00 731,800.00 09/30/2039 3,840,200.00 02/15/2040 2,425,000 4.000% 731,800.00 3,156,800.00 08/15/2040 683,300.00 683,300.00 09/30/2040 3,840,100.00 Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 17 HilltopSecurities A Hilltop Holdings Company BOND DEBT SERVICE City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 (Funding $75 mm with 30 Year Amortization) AA+/AA Period Annual Ending Principal Coupon Interest Debt Service Debt Service 02/15/2041 2,525,000 4.000% 683,300.00 3,208,300.00 08/15/2041 632,800.00 632,800.00 09/30/2041 3,841,100.00 02/15/2042 2,625,000 4.000% 632,800.00 3,257,800.00 08/15/2042 580,300.00 580,300.00 09/30/2042 3,838,100.00 02/15/2043 2,735,000 4.000% 580,300.00 3,315,300.00 08/15/2043 525,600.00 525,600.00 09/30/2043 3,840,900.00 02/15/2044 2,845,000 4.000% 525,600.00 3,370,600.00 08/15/2044 468,700.00 468,700.00 09/30/2044 3,839,300.00 02/15/2045 2,960,000 4.000% 468,700.00 3,428,700.00 08/15/2045 409,500.00 409,500.00 09/30/2045 3,838,200.00 02/15/2046 3,080,000 4.000% 409,500.00 3,489,500.00 08/15/2046 347,900.00 347,900.00 09/30/2046 3,837,400.00 02/15/2047 3,205,000 4.000% 347,900.00 3,552,900.00 08/15/2047 283,800.00 283,800.00 09/30/2047 3,836,700.00 02/15/2048 3,335,000 4.000% 283,800.00 3,618,800.00 08/15/2048 217,100.00 217,100.00 09/30/2048 3,835,900.00 02/15/2049 3,475,000 4.000% 217,100.00 3,692,100.00 08/15/2049 147,600.00 147,600.00 09/30/2049 3,839,700.00 02/15/2050 3,615,000 4.000% 147,600.00 3,762,600.00 08/15/2050 75,300.00 75,300.00 09/30/2050 3,837,900.00 02/15/2051 3,765,000 4.000% 75,300.00 3,840,300.00 09/30/2051 3,840,300.00 66,045,000 49,111,891.25 115,156,891.25 115,156,891.25 Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 18 HilltopSecurities A Hilltop Holdings Company BOND DEBT SERVICE City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 (Funding $75 mm with 30 Year Amortization) AA+/AA Period Ending Principal Coupon Interest Debt Service 09/30/2022 830,000 5.000% 3,010,966.25 3,840,966.25 09/30/2023 1,115,000 5.000% 2,721,975.00 3,836,975.00 09/30/2024 1,175,000 5.000% 2,664,725.00 3,839,725.00 09/30/2025 1,235,000 5.000% 2,604,475.00 3,839,475.00 09/30/2026 1,295,000 5.000% 2,541,225.00 3,836,225.00 09/30/2027 1,365,000 5.000% 2,474,725.00 3,839,725.00 09/30/2028 1,435,000 5.000% 2,404,725.00 3,839,725.00 09/30/2029 1,505,000 5.000% 2,331,225.00 3,836,225.00 09/30/2030 1,585,000 5.000% 2,253,975.00 3,838,975.00 09/30/2031 1,665,000 5.000% 2,172,725.00 3,837,725.00 09/30/2032 1,750,000 5.000% 2,087,350.00 3,837,350.00 09/30/2033 1,830,000 4.000% 2,007,000.00 3,837,000.00 09/30/2034 1,905,000 4.000% 1,932,300.00 3,837,300.00 09/30/2035 1,985,000 4.000% 1,854,500.00 3,839,500.00 09/30/2036 2,065,000 4.000% 1,773,500.00 3,838,500.00 09/30/2037 2,150,000 4.000% 1,689,200.00 3,839,200.00 09/30/2038 2,235,000 4.000% 1,601,500.00 3,836,500.00 09/30/2039 2,330,000 4.000% 1,510,200.00 3,840,200.00 09/30/2040 2,425,000 4.000% 1,415,100.00 3,840,100.00 09/30/2041 2,525,000 4.000% 1,316,100.00 3,841,100.00 09/30/2042 2,625,000 4.000% 1,213,100.00 3,838,100.00 09/30/2043 2,735,000 4.000% 1,105,900.00 3,840,900.00 09/30/2044 2,845,000 4.000% 994,300.00 3,839,300.00 09/30/2045 2,960,000 4.000% 878,200.00 3,838,200.00 09/30/2046 3,080,000 4.000% 757,400.00 3,837,400.00 09/30/2047 3,205,000 4.000% 631,700.00 3,836,700.00 09/30/2048 3,335,000 4.000% 500,900.00 3,835,900.00 09/30/2049 3,475,000 4.000% 364,700.00 3,839,700.00 09/30/2050 3,615,000 4.000% 222,900.00 3,837,900.00 09/30/2051 3,765,000 4.000% 75,300.00 3,840,300.00 66,045,000 49,111,891.25 115,156,891.25 Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 19 HilltopSecurities A Hilltop Holdings Company BOND SUMMARY STATISTICS City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 (Funding $75 mm with 30 Year Amortization) AA+/AA Dated Date 07/14/2021 Delivery Date 07/14/2021 First Coupon 02/15/2022 Last Maturity 02/15/2051 Arbitrage Yield 1.854697% True Interest Cost (TIC) 3.041111% Net Interest Cost (NIC) 3.309070% All -In TIC 3.071217% Average Coupon 4.076573% Average Life (years) 18.241 Weighted Average Maturity (years) 18.066 Duration of Issue (years) 12.983 Par Amount 66,045,000.00 Bond Proceeds 75,687,649.30 Total Interest 49,111,891.25 Net Interest 39,865,511.95 Bond Years from Dated Date 1,204,734,708.33 Bond Years from Delivery Date 1,204,734,708.33 Total Debt Service 115,156,891.25 Maximum Annual Debt Service 3,841,100.00 Average Annual Debt Service 3,892,261.84 Underwriter's Fees (per $1000) Average Takedown Other Fee 6.000000 Total Underwriter's Discount 6.000000 Bid Price 114.000120 Par Average Average PV of 1 by Bond Component Value Price Coupon Life change Serial Bond 34,405,000.00 117.033 4.230% 11.644 25,786.65 Term Bond 2046 14,245,000.00 112.181 4.000% 22.666 11,680.90 Term Bond 2051 17,395,000.00 111.770 4.000% 27.667 14,263.90 66,045,000.00 18.241 51,731.45 All -In Arbitrage TIC TIC Yield Par Value 66,045,000.00 66,045,000.00 66,045,000.00 + Accrued Interest + Premium (Discount) 9,642,649.30 9,642,649.30 9,642,649.30 Underwriter's Discount -396,270.00 -396,270.00 Cost of Issuance Expense -289,066.39 Other Amounts Target Value 75,291,379.30 75,002,312.91 75,687,649.30 Target Date 07/14/2021 07/14/2021 07/14/2021 Yield 3.041111% 3.071217% 1.854697% Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 20 HilltonSecurities BOND SUMMARY STATISTICS City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 (Funding $75 mm with 30 Year Amortization) AA+/AA Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 21 HilltopSecurities A Hilltop Holdings Company BOND DEBT SERVICE City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 (SCADA Funding: $51.8 mm with 15 Year Amortization) AA+/AA Period Annual Ending Principal Coupon Interest Debt Service Debt Service 02/15/2022 1,875,000 5.000% 1,204,839.31 3,079,839.31 08/15/2022 980,950.00 980,950.00 09/30/2022 4,060,789.31 02/15/2023 2,150,000 5.000% 980,950.00 3,130,950.00 08/15/2023 927,200.00 927,200.00 09/30/2023 4,058,150.00 02/15/2024 2,260,000 5.000% 927,200.00 3,187,200.00 08/15/2024 870,700.00 870,700.00 09/30/2024 4,057,900.00 02/15/2025 2,380,000 5.000% 870,700.00 3,250,700.00 08/15/2025 811,200.00 811,200.00 09/30/2025 4,061,900.00 02/15/2026 2,500,000 5.000% 811,200.00 3,311,200.00 08/15/2026 748,700.00 748,700.00 09/30/2026 4,059,900.00 02/15/2027 2,630,000 5.000% 748,700.00 3,378,700.00 08/15/2027 682,950.00 682,950.00 09/30/2027 4,061,650.00 02/15/2028 2,765,000 5.000% 682,950.00 3,447,950.00 08/15/2028 613,825.00 613,825.00 09/30/2028 4,061,775.00 02/15/2029 2,905,000 5.000% 613,825.00 3,518,825.00 08/15/2029 541,200.00 541,200.00 09/30/2029 4,060,025.00 02/15/2030 3,055,000 5.000% 541,200.00 3,596,200.00 08/15/2030 464,825.00 464,825.00 09/30/2030 4,061,025.00 02/15/2031 3,210,000 5.000% 464,825.00 3,674,825.00 08/15/2031 384,575.00 384,575.00 09/30/2031 4,059,400.00 02/15/2032 3,375,000 5.000% 384,575.00 3,759,575.00 08/15/2032 300,200.00 300,200.00 09/30/2032 4,059,775.00 02/15/2033 3,530,000 4.000% 300,200.00 3,830,200.00 08/15/2033 229,600.00 229,600.00 09/30/2033 4,059,800.00 02/15/2034 3,675,000 4.000% 229,600.00 3,904,600.00 08/15/2034 156,100.00 156,100.00 09/30/2034 4,060,700.00 02/15/2035 3,825,000 4.000% 156,100.00 3,981,100.00 08/15/2035 79,600.00 79,600.00 09/30/2035 4,060,700.00 02/15/2036 3,980,000 4.000% 79,600.00 4,059,600.00 09/30/2036 4,059,600.00 44,115,000 16,788,089.31 60,903,089.31 60,903,089.31 Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 22 HilltopSecurities A Hilltop Holdings Company BOND DEBT SERVICE City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 (SCADA Funding: $51.8 mm with 15 Year Amortization) AA+/AA Period Ending Principal Coupon Interest Debt Service 09/30/2022 1,875,000 5.000% 2,185,789.31 4,060,789.31 09/30/2023 2,150,000 5.000% 1,908,150.00 4,058,150.00 09/30/2024 2,260,000 5.000% 1,797,900.00 4,057,900.00 09/30/2025 2,380,000 5.000% 1,681,900.00 4,061,900.00 09/30/2026 2,500,000 5.000% 1,559,900.00 4,059,900.00 09/30/2027 2,630,000 5.000% 1,431,650.00 4,061,650.00 09/30/2028 2,765,000 5.000% 1,296,775.00 4,061,775.00 09/30/2029 2,905,000 5.000% 1,155,025.00 4,060,025.00 09/30/2030 3,055,000 5.000% 1,006,025.00 4,061,025.00 09/30/2031 3,210,000 5.000% 849,400.00 4,059,400.00 09/30/2032 3,375,000 5.000% 684,775.00 4,059,775.00 09/30/2033 3,530,000 4.000% 529,800.00 4,059,800.00 09/30/2034 3,675,000 4.000% 385,700.00 4,060,700.00 09/30/2035 3,825,000 4.000% 235,700.00 4,060,700.00 09/30/2036 3,980,000 4.000% 79,600.00 4,059,600.00 44,115,000 16,788,089.31 60,903,089.31 Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 23 HilltopSecurities A Hilltop Holdings Company BOND SUMMARY STATISTICS City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 (SCADA Funding: $51.8 mm with 15 Year Amortization) AA+/AA Dated Date 07/14/2021 Delivery Date 07/14/2021 First Coupon 02/15/2022 Last Maturity 02/15/2036 Arbitrage Yield 1.854697% True Interest Cost (TIC) 2.133215% Net Interest Cost (NIC) 2.375120% All -In TIC 2.185043% Average Coupon 4.474482% Average Life (years) 8.505 Weighted Average Maturity (years) 8.573 Duration of Issue (years) 7.261 Par Amount 44,115,000.00 Bond Proceeds 52,256,417.35 Total Interest 16,788,089.31 Net Interest 8,911,361.96 Bond Years from Dated Date 375,196,291.67 Bond Years from Delivery Date 375,196,291.67 Total Debt Service 60,903,089.31 Maximum Annual Debt Service 4,061,900.00 Average Annual Debt Service 4,175,416.52 Underwriter's Fees (per $1000) Average Takedown Other Fee 6.000000 Total Underwriter's Discount 6.000000 Bid Price 117.854987 Par Average Average PV of 1 by Bond Component Value Price Coupon Life change Serial Bond 44,115,000.00 118.455 4.474% 8.505 30,849.45 44,115,000.00 8.505 30,849.45 All -In Arbitrage TIC TIC Yield Par Value 44,115,000.00 44,115,000.00 44,115,000.00 + Accrued Interest + Premium (Discount) 8,141,417.35 8,141,417.35 8,141,417.35 Underwriter's Discount-264,690.00 -264,690.00 Cost of Issuance Expense -193,082.96 Other Amounts Target Value 51,991,727.35 51,798,644.39 52,256,417.35 Target Date 07/14/2021 07/14/2021 07/14/2021 Yield 2.133215% 2.185043% 1.854697% Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 24 HilltopSecurities A Hilltop Holdings Company SAVINGS City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 (Refunding the Remaining Series 2011 Bonds After the Cash Defeasance) AA+/AA Date Prior Debt Service Prior Receipts Prior Net Cash Flow Refunding Debt Service Savings 09/30/2021 1,076,125.00 1,076,125.00 09/30/2022 15,344,000.00 15,344,000.00 14,465,118.06 878,881.94 09/30/2023 9,475,625.00 9,475,625.00 8,599,875.00 875,750.00 09/30/2024 5,740,625.00 5,740,625.00 4,865,750.00 874,875.00 09/30/2025 825,750.00 825,750.00 704,250.00 121,500.00 09/30/2026 825,750.00 825,750.00 704,250.00 121,500.00 09/30/2027 825,750.00 825,750.00 704,250.00 121,500.00 09/30/2028 6,534,375.00 6,534,375.00 5,662,125.00 872,250.00 09/30/2029 6,534,125.00 6,534,125.00 5,661,375.00 872,750.00 09/30/2030 4,617,625.00 4,617,625.00 3,746,375.00 871,250.00 51,799,750.00 1,076,125.00 50,723,625.00 45,113,368.06 5,610,256.94 Savings Summary Savings PV date Savings PV rate PV of savings from cash flow Net PV Savings Note: Preliminary, for illustrative purposes only. 07/14/2021 1.491497% 5,241,776.39 5,241,776.39 Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 25 HilltopSecurities A Hilltop Holdings Company SUMMARY OF REFUNDING RESULTS City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 (Refunding the Remaining Series 2011 Bonds After the Cash Defeasance) AA+/AA Dated Date 07/14/2021 Delivery Date 07/14/2021 Arbitrage yield 1.854697% Escrow yield 0.000000% Value of Negative Arbitrage Bond Par Amount 38,350,000.00 True Interest Cost 1.375021% Net Interest Cost 1.538036% All -In TIC 1.491497% Average Coupon 5.000000% Average Life 3.527 Weighted Average Maturity 3.802 Par amount of refunded bonds 43,045,000.00 Average coupon of refunded bonds 5.000000% Average life of refunded bonds 3.654 Remaining weighted average maturity of refunded bonds 3.561 PV of prior debt to 07/14/2021 @ 1.491497% 49,182,958.49 Net PV Savings 5,241,776.39 Percentage savings of refunded bonds 12.177434% Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 26 HilltopSecurities A Hilltop Holdings Company BOND DEBT SERVICE City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 (Refunding the Remaining Series 2011 Bonds After the Cash Defeasance) AA+/AA Period Annual Ending Principal Coupon Interest Debt Service Debt Service 02/15/2022 12,700,000 5.000% 1,123,868.06 13,823,868.06 08/15/2022 641,250.00 641,250.00 09/30/2022 14,465,118.06 02/15/2023 7,505,000 5.000% 641,250.00 8,146,250.00 08/15/2023 453,625.00 453,625.00 09/30/2023 8,599,875.00 02/15/2024 4,060,000 5.000% 453,625.00 4,513,625.00 08/15/2024 352,125.00 352,125.00 09/30/2024 4,865,750.00 02/15/2025 352,125.00 352,125.00 08/15/2025 352,125.00 352,125.00 09/30/2025 704,250.00 02/15/2026 352,125.00 352,125.00 08/15/2026 352,125.00 352,125.00 09/30/2026 704,250.00 02/15/2027 352,125.00 352,125.00 08/15/2027 352,125.00 352,125.00 09/30/2027 704,250.00 02/15/2028 5,085,000 5.000% 352,125.00 5,437,125.00 08/15/2028 225,000.00 225,000.00 09/30/2028 5,662,125.00 02/15/2029 5,345,000 5.000% 225,000.00 5,570,000.00 08/15/2029 91,375.00 91,375.00 09/30/2029 5,661,375.00 02/15/2030 3,655,000 5.000% 91,375.00 3,746,375.00 09/30/2030 3,746,375.00 38,350,000 6,763,368.06 45,113,368.06 45,113,368.06 Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 27 HilltopSecurities A Hilltop Holdings Company BOND DEBT SERVICE City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 (Refunding the Remaining Series 2011 Bonds After the Cash Defeasance) AA+/AA Period Ending Principal Coupon Interest Debt Service 09/30/2022 12,700,000 5.000% 1,765,118.06 14,465,118.06 09/30/2023 7,505,000 5.000% 1,094,875.00 8,599,875.00 09/30/2024 4,060,000 5.000% 805,750.00 4,865,750.00 09/30/2025 704,250.00 704,250.00 09/30/2026 704,250.00 704,250.00 09/30/2027 704,250.00 704,250.00 09/30/2028 5,085,000 5.000% 577,125.00 5,662,125.00 09/30/2029 5,345,000 5.000% 316,375.00 5,661,375.00 09/30/2030 3,655,000 5.000% 91,375.00 3,746,375.00 38,350,000 6,763,368.06 45,113,368.06 Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 28 HilltopSecurities A Hilltop Holdings Company BOND SUMMARY STATISTICS City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 (Refunding the Remaining Series 2011 Bonds After the Cash Defeasance) AA+/AA Dated Date 07/14/2021 Delivery Date 07/14/2021 First Coupon 02/15/2022 Last Maturity 02/15/2030 Arbitrage Yield 1.854697% True Interest Cost (TIC) 1.375021% Net Interest Cost (NIC) 1.538036% All -In TIC 1.491497% Average Coupon 5.000000% Average Life (years) 3.527 Weighted Average Maturity (years) 3.802 Duration of Issue (years) 3.384 Par Amount 38,350,000.00 Bond Proceeds 43,263,007.75 Total Interest 6,763,368.06 Net Interest 2,080,460.31 Bond Years from Dated Date 135,267,361.11 Bond Years from Delivery Date 135,267,361.11 Total Debt Service 45,113,368.06 Maximum Annual Debt Service 14,465,118.06 Average Annual Debt Service 5,254,225.98 Underwriter's Fees (per $1000) Average Takedown Other Fee 6.000000 Total Underwriter's Discount 6.000000 Bid Price 112.210972 Par Average Average PV of 1 by Bond Component Value Price Coupon Life change Serial Bond 38,350,000.00 112.811 5.000% 3.527 14,489.90 38,350,000.00 3.527 14,489.90 All -In Arbitrage TIC TIC Yield Par Value 38,350,000.00 38,350,000.00 38,350,000.00 + Accrued Interest + Premium (Discount) 4,913,007.75 4,913,007.75 4,913,007.75 Underwriter's Discount-230,100.00 -230,100.00 Cost of Issuance Expense -167,850.65 Other Amounts Target Value 43,032,907.75 42,865,057.10 43,263,007.75 Target Date 07/14/2021 07/14/2021 07/14/2021 Yield 1.375021% 1.491497% 1.854697% Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 29 HilltopSecurities A Hilltop Holdings Company PRIOR BOND DEBT SERVICE City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 (Refunding the Remaining Series 2011 Bonds After the Cash Defeasance) AA+/AA $151,160,000 Waterworks and Sewer System Refunding and Improvement Bonds, Series 2011 (2011) Period Ending Principal Coupon Interest Debt Service Annual Debt Service 08/15/2021 1,076,125 1,076,125 09/30/2021 1,076,125 02/15/2022 13,530,000 5.000% 1,076,125 14,606,125 08/15/2022 737,875 737,875 09/30/2022 15,344,000 02/15/2023 8,205,000 5.000% 737,875 8,942,875 08/15/2023 532,750 532,750 09/30/2023 9,475,625 02/15/2024 4,795,000 5.000% 532,750 5,327,750 08/15/2024 412,875 412,875 09/30/2024 5,740,625 02/15/2025 412,875 412,875 08/15/2025 412,875 412,875 09/30/2025 825,750 02/15/2026 412,875 412,875 08/15/2026 412,875 412,875 09/30/2026 825,750 02/15/2027 412,875 412,875 08/15/2027 412,875 412,875 09/30/2027 825,750 02/15/2028 5,855,000 5.000% 412,875 6,267,875 08/15/2028 266,500 266,500 09/30/2028 6,534,375 02/15/2029 6,155,000 5.000% 266,500 6,421,500 08/15/2029 112,625 112,625 09/30/2029 6,534,125 02/15/2030 4,505,000 5.000% 112,625 4,617,625 09/30/2030 4,617,625 43,045,000 8,754,750 51,799,750 51,799,750 Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 30 HilltopSecurities A Hilltop Holdings Company PRIOR BOND DEBT SERVICE City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 (Refunding the Remaining Series 2011 Bonds After the Cash Defeasance) AA+/AA $151,160,000 Waterworks and Sewer System Refunding and Improvement Bonds, Series 2011 (2011) Period Ending Principal Coupon Interest Debt Service 09/30/2021 1,076,125 1,076,125 09/30/2022 13,530,000 5.000% 1,814,000 15,344,000 09/30/2023 8,205,000 5.000% 1,270,625 9,475,625 09/30/2024 4,795,000 5.000% 945,625 5,740,625 09/30/2025 825,750 825,750 09/30/2026 825,750 825,750 09/30/2027 825,750 825,750 09/30/2028 5,855,000 5.000% 679,375 6,534,375 09/30/2029 6,155,000 5.000% 379,125 6,534,125 09/30/2030 4,505,000 5.000% 112,625 4,617,625 43,045,000 8,754,750 51,799,750 Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 31 HilltopSecurities A Hilltop Holdings Company UNREFUNDED BOND DEBT SERVICE City of Fort Worth, Texas Water and Sewer System Revenue Refunding and Improvement Bonds, Series 2021 (Refunding the Remaining Series 2011 Bonds After the Cash Defeasance) AA+/AA $151,160,000 Waterworks and Sewer System Refunding and Improvement Bonds, Series 2011 (2011) Annual Period Debt Debt Ending Principal Coupon Interest Service Service 08/15/2021 616,750 616,750 09/30/2021 616,750 02/15/2022 616,750 616,750 08/15/2022 616,750 616,750 09/30/2022 1,233,500 02/15/2023 616,750 616,750 08/15/2023 616,750 616,750 09/30/2023 1,233,500 02/15/2024 616,750 616,750 08/15/2024 616,750 616,750 09/30/2024 1,233,500 02/15/2025 5,040,000 5.000% 616,750 5,656,750 08/15/2025 490,750 490,750 09/30/2025 6,147,500 02/15/2026 5,295,000 5.000% 490,750 5,785,750 08/15/2026 358,375 358,375 09/30/2026 6,144,125 02/15/2027 5,570,000 5.000% 358,375 5,928,375 08/15/2027 219,125 219,125 09/30/2027 6,147,500 02/15/2028 219,125 219,125 08/15/2028 219,125 219,125 09/30/2028 438,250 02/15/2029 219,125 219,125 08/15/2029 219,125 219,125 09/30/2029 438,250 02/15/2030 1,965,000 5.000% 219,125 2,184,125 08/15/2030 170,000 170,000 09/30/2030 2,354,125 02/15/2031 6,800,000 5.000% 170,000 6,970,000 09/30/2031 6,970,000 24,670,000 8,287,000 32,957,000 32,957,000 Note: Preliminary, for illustrative purposes only. Mar 26, 2021 10:32 am Prepared by HilltopSecurities (aml) (Finance 8.600 FORT WORTH:2021_WS2-2021_WS) Page 32