No House member has disclosed a CALI trade since 2025.
From the House's STOCK Act reports (Senate not included). Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.4 | 0.2 | -0.7 | 0.1 | -0.0 | 0.1 | -0.3 | 0.1 | -1.2 | 0.2 | −1.1% | ||
| 2025 | 0.5 | 0.1 | -0.2 | -0.3 | 0.2 | 0.3 | 0.1 | 0.3 | 0.1 | -0.1 | -0.1 | -0.2 | +0.6% |
| 2024 | 0.1 | -0.3 | 0.0 | -0.2 | 0.1 | 0.0 | 0.3 | 0.3 | 0.0 | -0.3 | 0.2 | -0.6 | −0.3% |
| 2023 | 0.3 | -0.7 | -0.2 | 1.0 | 0.1 | +0.6% |
Under normal circumstances, the fund will primarily invest in U.S. dollar-denominated investment-grade short-term fixed- and floating-rate municipal securities issued by California with remaining maturities of five years or less, such as municipal bonds, municipal notes and variable rate demand obligations, as well as money market instruments and registered investment companies. The fund is non-diversified.