Part V — District Diagrams
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on the Los Angeles County Assessor's map for the year in which this Report is prepared.
The land use classification for each parcel has been based on the Los Angeles County Assessor’s Roll. A listing of parcels assessed within this District, along with the proposed assessment amounts, has been submitted to the City Clerk, under a separate cover, and by reference is made part of this Report.
Reference is hereby made to the Los Angeles County Assessor’s Parcel Maps for a detailed description of the lines and dimensions of each parcel within the Streetlight Maintenance District No. 1 including all subsequent subdivisions, lot-line adjustments, or parcel changes therein.
Streetlight Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
DISTRICT DIAGRAM
RESOLUTION CC 2026-____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GLENDORA APPROVING THE ENGINEER’S REPORT FILED WITH RESPECT TO
THE FISCAL YEAR 2026-27 LEVY OF THE ASSESSMENT IN
CONNECTION WITH CITY OF GLENDORA STREETLIGHT
MAINTENANCE DISTRICT NO. 1
THE CITY COUNCIL
City of Glendora, California
WHEREAS, by Resolution CC 2026-11, the City Council initiated proceedings to levy the Fiscal Year 2026-27 assessment in connection with City of Glendora Streetlight Maintenance District No. 1 (the “District”) pursuant to the Landscaping and Lighting Act of 1972 (California Streets & Highways Code Section 22500 et seq.) (the “Assessment Law”); and
WHEREAS, a report of the City Engineer, entitled “Engineer’s Annual Levy Report, City of Glendora Streetlight Maintenance District No 1 - Fiscal Year 2026-27 Assessment” (the “Report”) is on file in the Office of the City Clerk and available for public inspection; and
WHEREAS, the City Council has carefully examined and reviewed the Report as filed and desires to approve the Report as filed.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF GLENDORA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
SECTION 1. The foregoing recitals are true and correct.
SECTION 2. The City Council finds that the Report meets all the requirements of the Assessment Law and Article XIIID of the California Constitution.
SECTION 3. The Report is hereby approved as filed, without modification.
SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution and shall enter the same in the Book of Original Resolutions.
PASSED, APPROVED AND ADOPTED by the City Council of the City of Glendora this __ day of ________, 2026.
BY:
DAVID FREDENDALL
Mayor
Resolution CC 2026-____ Page 2 of 2
APPROVED AS TO FORM:
Aleshire & Wynder, LLP
DANNY ALESHIRE
City Attorney
CERTIFICATION
I, do hereby certify that the foregoing Resolution was duly adopted by the City Council of the City of Glendora at a regular meeting held on the ___ day of ______, 2026, by the following vote:
AYES: MEMBERS:
NOES: MEMBERS:
ABSENT: MEMBERS:
ABSTAIN: MEMBERS:
I further certify that said Resolution was published as required by law in a newspaper of general circulation in the City of Glendora, California on the __ day of ____ 2026.
Dated:
KATHLEEN R. SESSMAN
City Clerk/Communications Director
RESOLUTION CC 2026-____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GLENDORA
CONFIRMING THE DIAGRAM AND ASSESSMENT FOR THE CITY OF
GLENDORA STREETLIGHT MAINTENANCE DISTRICT NO. 1 FOR
FISCAL YEAR 2026-27
THE CITY COUNCIL
City of Glendora, California
WHEREAS, by its Resolution No. 2026-11, adopted on May 12, 2026 (the “Resolution of Intention”), the City Council declared its intention to levy an assessment for Fiscal Year 2026-27 in connection with the City of Glendora Streetlight Maintenance District No. 1 (the “District”) pursuant to the Landscaping and Lighting Act of 1972 (California Streets & Highways Code Section 22500 et seq.) (the “Assessment Law”); and WHEREAS, as directed by the Resolution of Intention, the City gave notice of a Public Hearing, scheduled for June 23, 2026; and
WHEREAS, the City Council desires to move forward with the levy of the assessment in connection with the District for Fiscal Year 2026-27
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF GLENDORA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
SECTION 1. The foregoing recitals are true and correct.
SECTION 2. That upon the conclusion of the Public Hearing, written protests filed, and not withdrawn, did not represent property owners owning more than fifty per cent (50%) of the area of assessable lands within the District. Therefore, the City Council overrules all objections and protests.
SECTION 3. The Diagram and Assessment contained in the Report entitled “Engineer’s Annual Levy Report, Fiscal Year 2026-27; City of Glendora Streetlight Maintenance District No 1” (the “Report”), which is on file in the Office of the City Clerk and incorporated herein by reference, is hereby approved pursuant to Section 22631 of the Assessment Law.
SECTION 4. The adoption of this Resolution constitutes the levy of the assessment within the District for Fiscal Year 2026-27.
SECTION 5. The City Clerk shall certify to the passage and adoption of this Resolution and shall enter the same in the Book of Original Resolutions.
SECTION 6. The City Clerk is hereby directed to forward a copy of this Resolution to the County of Los Angeles for the submittal of the assessments.
Resolution CC 2026-____ Page 2 of 2
PASSED, APPROVED AND ADOPTED by the City Council of the City of Glendora this __ day of ________, ____.
BY:
DAVID FREDENDALL
Mayor
APPROVED AS TO FORM:
Aleshire & Wynder, LLP
DANNY ALESHIRE
City Attorney
CERTIFICATION
I, do hereby certify that the foregoing Resolution was duly adopted by the City Council of the City of Glendora at a regular meeting held on the ___ day of ______, _____, by the following vote:
AYES: MEMBERS:
NOES: MEMBERS:
ABSENT: MEMBERS:
ABSTAIN: MEMBERS:
I further certify that said Resolution was published as required by law in a newspaper of general circulation in the City of Glendora, California on the __ day of ____ 2026.
Dated:
KATHLEEN R. SESSMAN
City Clerk/Communications Director
PUBLIC HEARING TO CONSIDER ADOPTING RESOLUTIONS
APPROVING THE ENGINEER'S REPORT AND CONFIRMING A DIAGRAM
AND ASSESSMENT FOR THE CITY OF GLENDORA STREETLIGHT
MAINTENANCE DISTRICT NUMBER 1 FOR FISCAL YEAR 2026/27
PUBLIC WORKS
GLENDORA CITY COUNCIL
JUNE 23, 2026
VALERIE VELASQUEZ-SANTOYA, ASSISTANT PUBLIC WORKS DIRECTOR STREETLIGHT MAINTENANCE DISTRICT NO. 1
Background
• District includes 2,996 public streetlights (2,744 SCE-owned, 252 City-owned) • Private lights and traffic signals excluded
• Resolution 06-60 allows annual CPI increase
• March 2025 – March 2026 CPI: 3.4%
Annual Renewal Process Required
• Process initiated on May 12, 2026 with City Council adoption of 3 Resolutions Public Hearing - Final step of Renewal
• Adopt Resolutions to:
1. Approve the Final Engineer’s Report for FY 2026/27
2. Confirm the Diagram and Assessments for SMD No. 1 for FY 2026/27 FY 2025/2026 ASSESSMENT/LEVY RATES
2025 CPI of 3.4%
Maximum FY 2025/26 Assessment = $ 50.63 per EBU
Maximum FY 2026/27 Assessment Increase = $50.63 x 3.4% = $1.72 per EBU Maximum 2026/27 Assessment = $50.63 + $1.72 = $52.35 per EBU Land Use
FY 2025-2026 Levy
Benefit Zone A Benefit Zone B
Single Family Residence $52.35 / Unit $2.61 / Unit
Multi-Family Residence $15.44 / Unit $0.78 / Unit
Non-Residential $202.64 / Acre $10.15 / Acre
Undeveloped $67.53 / Acre $3.40 / Acre
Amounts shown are rounded to the nearest cent.
Revenues
Item Amount
Total Levy $569,239.84
Gas Tax Fund (255) $674,030.00
Reserve Fund Contribution $56,927.66
Total Revenue: $1,300,197.50
Expenditures
Item Amount
Direct Costs $1,173,540.00
Indirect Costs $9,303.50
Operational Reserve $117,354.00
Total Expenditures: $1,300,197.50
TOTAL LEVY AND MAINTENANCE COSTS
*The operational reserve is required to fund operations for the first half of the fiscal year before the assessment revenue is received by the City beginning in mid December.
Operational Reserve
Item Amount
Reserve Fund as of June 30 2026 $689,092.00
Add: Operational Reserve Collection $60,426.00
Revenue Less Expenses $0.00
Estimated Reserve Fund as of June 30, 2027: $749,518.00* RECOMMENDATION:
THAT THE CITY COUNCIL:
Open and Conduct a Public Hearing, accept evidence and testimony presented, and in the absence of testimony to the contrary, consider the following:
1. Adopt a City Council Resolution Entitled, “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GLENDORA APPROVING THE ENGINEER’S REPORT FILED WITH RESPECT TO THE FISCAL YEAR 2026-27 LEVY OF THE ASSESSMENT IN CONNECTION WITH CITY OF GLENDORA STREETLIGHT MAINTENANCE DISTRICT NO. 1”; AND
2. Adopt a City Council Resolution Entitled, “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
GLENDORA CONFIRMING THE DIAGRAM AND ASSESSMENT FOR THE CITY OF GLENDORA STREETLIGHT MAINTENANCE DISTRICT NO. 1 FOR FISCAL YEAR 2026-27".
STAFF REPORT
TO: Mayor and Council Members DATE: June 23, 2026
FROM: Public Works DISTRICT(S): 3, 5
SUBJECT: Public Hearing to consider adopting resolutions approving the Engineer's Report and confirming a diagram and assessment for the City of Glendora Landscape Maintenance District Number 1 for Fiscal Year 2026/27
RECOMMENDATION
That the City Council:
Conduct Public Hearing, accept evidence and testimony presented, and in the absence of testimony to the contrary consider the following:
1. Adopt a City Council Resolution entitled, “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GLENDORA APPROVING THE ENGINEER’S REPORT FILED WITH RESPECT TO THE FISCAL YEAR 2026-27 LEVY OF THE ASSESSMENT IN CONNECTION WITH CITY OF GLENDORA LANDSCAPE MAINTENANCE DISTRICT NO. 1”; and
2. Adopt a City Council Resolution entitled, “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
GLENDORA CONFIRMING THE DIAGRAM AND ASSESSMENT FOR THE CITY OF GLENDORA LANDSCAPE MAINTENANCE DISTRICT NO. 1 FOR FISCAL YEAR 2026-27.”
STRATEGIC FOCUS AREAS
N/A
EXECUTIVE SUMMARY
The City levies and collects special assessments each fiscal year to fund landscape maintenance and repairs in Landscape Maintenance District No. 1 (the District), which currently consists of seven zones. Resolution 03-20 allows for six of the seven zones to be adjusted annually as high as the preceding year’s Consumer Price Index (CPI) ratio for the Los Angeles-Long Beach-Anaheim Area for All Urban Consumers, up to a maximum of 5%, without being considered a rate increase that would require a Proposition 218 hearing. The increase in the CPI index from March 2025 to March 2026 was 3.4%, and the levies for the seven zones allowing an increase will be adjusted by this amount. The zone with no CPI-adjustment allowance will remain the same.
At their regular meeting on May 12, 2026, in accordance with Section 22624 of the California Streets and Highways Code, City Council adopted three Resolutions which initiated the proceedings for the annual assessment levy, approved the preliminary engineer’s report, and stated its intention to levy the assessment.
As a last step before submitting the assessments to Los Angeles County for placement on property tax bills, staff now recommends that City Council open and conduct a public hearing, accept evidence and testimony presented, and in the absence of testimony to the contrary adopt the Resolutions approving the engineer’s report, and confirming a diagram and assessment for the District.
LEGISLATIVE HISTORY / PREVIOUS ACTIONS
The Landscaping and Lighting Act of 1972 permits cities to establish assessment districts for the purpose of installing and/or constructing new public improvements, or servicing and maintaining certain existing public improvements within the proposed district. The City of Glendora established its first Landscape and Streetlight Maintenance District in 1976.
California Proposition 218 of 1996, also known as the “Right to Vote on Taxes Act,” amended the California Constitution and limited the methods by which local governments can create or increase taxes, fees and charges without taxpayer consent. With regard to assessment districts, Proposition 218 requires a property-owner protest hearing to determine whether there is an objection from a majority of property owners subject to an assessment increase.
City Council adopted Resolution 03-20 on February 25, 2003 following a Proposition 218 ballot proceeding, which allows for six of the seven current zones to be adjusted annually as high as the March to- March CPI ratio for the Los Angeles-Long Beach-Anaheim Area for All Urban Consumers, up to a maximum of 5%. Such an adjustment for these six zones is thus not considered a rate increase, and City council may levy the annual assessment without further approval by the property owners. The assessment rate for Zone 5 may not be adjusted by the CPI.
At its May 12, 2026 meeting, in accordance with Section 22624 of the California Streets and Highways Code, City Council adopted the following three Resolutions:
Resolution CC 2026-14 – initiating the proceedings for the annual assessment.
Resolution CC 2026-15 – approving the preliminary engineer’s report.
Resolution CC 2026-16 – stating the City’s intention to levy the assessment and set a place and time for a public hearing.
DISCUSSION
The District consists of seven zones, with six that may be adjusted annually as high as the March-to-March CPI ratio for the Los Angeles-Long Beach-Anaheim Area for All Urban Consumers in an amount not to exceed 5%. CPI for March 2026 was 352.221 compared to 340.648 for March 2025. This results in a ratio of 1.03397 which equates to a rate adjustment of 3.4% per Equivalent Benefit Unit (EBU). Below are the landscape improvements and levies for each zone.
Benefit Zone Improvements
FY
2025/26
Levy/EBU
FY
2026/27
Levy/EBU
Increase
Zone 1 – Highland Dr. & Oak Knoll Dr.
35,750 sq. ft. of groundcover,
shrubs & trees. $538.13 $556.41 $18.28
Zone 4 – Glendora Mountain Rd. & E.
Palm Dr.
55,860 sq. ft. of groundcover,
shrubs & trees.
$384.61 $397.68 $13.07
Zone 5 – E. Hampton St. & E. Gladstone
St./S. Sunflower Ave.
5,600 sq. ft. of groundcover,
shrubs & trees, divided by the
wash.
$75.00 $75.00 $0.00
Zone 7 – N. Loraine Ave. & E. Palm Dr.
Three median islands on N.
Loraine Ave. with 5,400 sq. ft. of
groundcover.
$41.80 $43.22 $1.42
Zone 8 – Glendora Mountain Rd. &
Boulder Springs Dr.
22,380 sq. ft. of groundcover,
shrubs & trees. $228.35 $236.11 $7.76
Zone 12 – Glendora Bougainvilleas & 437
E. Bennett Ave.
23 trellised bougainvillea plants. $150.31 $155.42 $5.11 Zone 16 – Hidden Springs Ln.
8,800 sq. ft. of shrubs &
groundcover, including one
median island on Fountain
Springs Ln. & one median island
on Hidden Springs Ln.
$59.65 $61.68 $2.03
Tonight’s Public Hearing and adoption of the Resolutions approving the engineer’s report and confirming a diagram and assessment for the District are the last necessary steps before submitting the assessments to Los Angeles County before the August deadline, providing a final opportunity to receive public testimony regarding the proposed levies. City Council will accept all public comments and written protest regarding the District and annual levy and assessments, and based on those may order amendments to the report, or confirm it as submitted. The assessments as approved are then submitted to the Los Angeles County Auditor/Controller for inclusion on the property tax roll for each parcel.
FISCAL IMPACT
Use of Landscape Assessment Fund 203 and collected levies are restricted for paying the annual costs of the District’s operations and maintenance. Any unspent funds are reserved for potential future annual shortages between the levy and maintenance costs or capital improvements. Zones operating at a deficit are subsidized as needed by the General Fund. All EBUs within the District are individual parcels.
Benefit Zone EBUs Maximum
Levy
O & M
Costs
Subsidy*
(Other
Funds)
Zone 1 – Highland Dr. & Oak Knoll Dr. 10 $5,564 $7,395 $1,831 Zone 4 – Glendora Mountain Rd. & E.
Palm Dr.
31 $12,328 $20,656 $8,327
Zone 5 – E. Hampton St. & E.
Gladstone St./S. Sunflower Ave.
8 $600 $5,462 $4,862
Zone 7 – N. Loraine Ave. & E. Palm Dr. 33 $1,426 $6,348 $4,922 Zone 8 – Glendora Mountain Rd. &
Boulder Springs Dr.
33 $7,792 $9,618 $1,827
Zone 12 – Glendora Bougainvilleas &
437 E. Bennett Ave.
85 $13,211 $19,123 $5,913
Zone 16 – Hidden Springs Ln. 126 $7,772 $13,584 $5,812
Totals 326 $48,693 $82,187 $33,494
* LMD 1 has been operating at a deficit for over ten years and is subsidized as needed by the General Fund. The estimated subsidy for FY 2026/27 is $33,974 which is approximately 40% of the operations and maintenance cost.
The estimated revenue and appropriations will be included in the Fiscal Year 2026/27 Mid-Cycle Budget.
ENVIRONMENTAL DETERMINATION
There are no CEQA impacts associated with the recommendations in this report.
Prepared By: Paul Fisher, Business Services Manager
Concurs With: Not Applicable
Reviewed By: Moises Lopez, Assistant City Manager
Certified to Availability of Funds: Kyle Johnson, Finance Director/City Treasurer Approved By: Adam Raymond, City Manager
Legal Review: Danny Aleshire, City Attorney
CEQA Review: Not Applicable
Attachments
A_Landscape_Maintenance_District_1_Engineers_Report_with_Assessment_Role.pdf B_Resolution_Approving_Engineers_Report.pdf
C_Resolution_Confirming_Diagram_and_Assessment.pdf
D_LMD_Presentation.pdf
CITY OF GLENDORA
Engineer’s Report
Landscape Maintenance District No. 1
Engineer’s Annual Report
Fiscal Year 2026/2027
Intent Meeting: May 12, 2026
Public Hearing: June 23, 2026
CITY OF GLENDORA
116 E. FOOTHILL BLVD
GLENDORA, CA 91741
27368 Via Industria
Suite 200
Temecula, CA 92590
T 951.587.3500 | 800.755.6864
F 951.587.3510
www.willdan.com
ENGINEER'S REPORT AFFIDAVIT
City of Glendora
Landscape Maintenance District No. 1
Annual Levy of Assessments for
Fiscal Year 2026/2027
City of Glendora,
County of Los Angeles, State of California
As part of the Resolution of Intention packet presented for the consideration of the Glendora City Council, this Report and the enclosed budgets, diagrams, and descriptions outline the improvements, estimated expenses and annual assessments to be collected on the County tax rolls in Fiscal Year 2026/2027 for the Landscape Maintenance District No. 1, which includes each lot, parcel, and subdivision of land within said District, as the same existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the Los Angeles County Assessor’s maps for a detailed description of the lines and dimensions of each parcel within the Landscape Maintenance District No. 1 and incorporates all subsequent subdivisions, lot-line adjustments, or parcel changes therein. The undersigned respectfully submits the enclosed Report as directed by the City Council.
Dated this ___13th__ day of ___May_______, 2026.
Willdan Financial Services
Assessment Engineer
On Behalf of the City of Glendora
By: ________________________________
Chonney Gano
Project Manager
By: ________________________________
Tyrone Peter
PE # C 81888
Table of Contents
INTRODUCTION ............................................................................................................. 1 REPORT CONTENT AND ANNUAL PROCEEDINGS .......................................................... 1 I. PLANS AND SPECIFICATIONS ................................................................................ 3 IMPROVEMENT AUTHORIZED BY THE 1972 ACT ......................................................... 3 ZONES OF BENEFIT .................................................................................................... 4 IMPROVEMENTS AND SERVICES WITHIN THE DISTRICT ............................................ 4 DESCRIPTION OF IMPROVEMENTS ............................................................................. 5 LANDSCAPE IMPROVEMENTS .................................................................................... 5 II. METHOD OF APPORTIONMENT .............................................................................. 7 LEGISLATIVE AUTHORITY AND PROVISIONS ............................................................. 7 BENEFIT ANALYSIS ..................................................................................................... 8 SPECIAL BENEFIT ....................................................................................................... 8 GENERAL BENEFIT ..................................................................................................... 8 ASSESSMENT METHODOLOGY ................................................................................... 9 MAXIMUM PERMISSIBLE ASSESSMENT ................................................................... 10 III. ESTIMATE OF COSTS ............................................................................................ 11 CALCULATION OF ASSESSMENTS ........................................................................... 11 ZONE BUDGETS AND ASSESSMENTS ...................................................................... 11 ASSESSMENT RANGE FORMULA ............................................................................. 13 IV. ASSESSMENT ROLL ............................................................................................. 14 V. DISTRICT DIAGRAMS ............................................................................................ 15 DISTRICT DIAGRAMS – BOUNDARY AND ZONES, FISCAL YEAR 2026/2027 ............. 16 Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
Introduction
The City of Glendora, County of Los Angeles, State of California (the “City”), under the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the “1972 Act”) and the provisions of the California Constitution Article XIII D (the “Constitution”), annually levies and collects special assessments for the City’s maintenance assessment district designated as:
Landscape Maintenance District No. 1
(hereafter referred to as the “District”), and established the maximum assessments determined to be necessary to support and maintain various landscaping improvements that will provide special benefits to properties within the District which includes all lots and parcels of land within the District.
In accordance with the 1972 Act, the District utilizes benefit zones (“Zones”) to address variations in the nature, location, and extent of the improvements that provide special benefits to parcels in the District. Within the boundaries of the District, parcels are assigned to various Zones each of which is associated with a set of improvements and/or type of improvements that provide special benefit to properties within that Zone.
As of Fiscal Year 2026/2027, the District is comprised of seven (7) zones.
REPORT CONTENT AND ANNUAL PROCEEDINGS
This Engineer’s Annual Report (the “Report”) has been prepared pursuant to Chapter 1, Article 4 and Chapter 3 of the 1972 Act, and presented to the City Council for their consideration and approval of the proposed improvements and services to be provided within the District and the levy and collection of annual assessments related thereto for Fiscal Year 2026/2027.
This Report outlines the District structure, the improvements, and the proposed assessments to be levied in connection with the special benefits the properties receive from the maintenance and servicing of the District improvements for Fiscal Year 2026/2027. The annual assessments to be levied on properties within the District provide funding for the continued operation and maintenance of the landscaping improvements within the District and zones of benefit (“Zones”) established herein, which provide special benefits to the properties within the District and each respective Zone.
To adequately provide and fund the landscaping improvements constructed and installed in connection with the development of properties within the District for Fiscal Year 2026/2027, the City Council has determined that it is appropriate and, in the public’s, best interest to levy annual assessments on the County tax rolls for the benefit of properties therein to fund the estimated special benefit improvement costs that are considered necessary to maintain and service the improvements.
Each Zone outlined in this Report is a reflection of the various improvements and the types of improvements and services to be provided by the District for the properties that are directly associated with and benefit from those improvements. The net annual cost to provide the improvements in each Zone is based on the various improvements and the types of improvements and services to be provided by the District for the properties that are directly associated with and benefit from those improvements and the net cost of providing those improvements and services are allocated to the benefiting properties within the Zones using a weighted method of apportionment (refer to Assessment Methodology in Section II, Method of Apportionment) that calculates the proportional special benefit and assessment for each parcel as compared to other properties that benefit from the District improvements and services. The improvements to be Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
provided by the District and the assessments described herein are made pursuant to the 1972 Act and the provisions of the California Constitution and the District shall incorporate each parcel that receive special benefits from those improvements.
The estimated cost of the improvements and the proposed annual assessments budgeted and assessed against properties within the District and each respective Zone may include, but are not limited to the estimated expenditures for regular annual maintenance and repairs; incidental expenditures related to the operation and administration of the District; the collection of funds for operational reserves or for periodic maintenance and improvement rehabilitation projects; deficits or surpluses from prior fiscal years; and revenues from other sources as authorized by the 1972 Act. Each parcel is to be assessed proportionately for only those improvements, services and expenses for which the parcel receives special benefit. Each fiscal year, the City shall establish the District’s assessments based on an estimate of the costs to maintain, operate and service the improvements for that fiscal year and available revenues including fund balances, general benefit contributions, any additional contributions from other revenue sources, and the assessment limits established for the District and Zones.
The word “parcel,” for the purposes of this Report, refers to an individual property assigned its own Assessor’s Parcel Number (“APN”) by the Los Angeles County Assessor’s Office. The Los Angeles County Auditor/Controller uses Assessor’s Parcel Numbers and specific Fund Numbers to identify properties to be assessed on the tax roll for the District assessments.
At a noticed annual Public Hearing, the City Council will accept all public comments and written protests regarding the District and the annual levy of assessments. Based on those public comments and written protests, the City Council may order amendments to the Report or confirm the Report as submitted. Following final approval of the Report and confirmation of the assessments the Council will, by Resolution, order the improvements to be made and confirm the levy and collection of assessments for Fiscal Year 2026/2027 pursuant to the 1972 Act. The assessments as approved will be submitted to the Los Angeles Auditor/Controller to be included on the property tax roll for each parcel.
As required by the 1972 Act, this Engineer’s Report describes the improvements to be provided, maintained and serviced by the District, an estimated budget for the District improvements, and the proposed assessments to be levied upon each assessable lot or parcel within the District for Fiscal Year 2026/2027.
If any section, subsection, sentence, clause, phrase, portion, zone, or subzone of this Report is, for any reason, held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining provisions of the Report and each section, subsection, subdivision, sentence, clause, phrase, portion, zone, or subzone thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses, phrases, portions, zones, or subzones might subsequently be declared invalid or unconstitutional.
Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
I. Plans and Specifications
IMPROVEMENT AUTHORIZED BY THE 1972 ACT
As applicable or may be applicable to this District, the 1972 Act defines improvements to mean one or any combination of the following:
The installation or planting of landscaping.
The installation or construction of statuary, fountains, and other ornamental structures and facilities.
The installation or construction of public lighting facilities. The installation or construction of any facilities which are appurtenant to any of the foregoing, or which are necessary or convenient for the maintenance or servicing thereof, including, but not limited to, grading, clearing, removal of debris, the installation or construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities.
The maintenance or servicing, or both, of any of the foregoing. The acquisition of any existing improvement otherwise authorized pursuant to this section.
Incidental expenses associated with the improvements including, but not limited to:
The cost of preparation of the report, including plans, specifications, estimates, diagram, and assessment;
The costs of printing, advertising, and the publishing, posting, and mailing of notices; Compensation payable to the County for collection of assessments; Compensation of any engineer or attorney employed to render services; Any other expenses incidental to the construction, installation, or maintenance and servicing of the improvements;
Any expenses incidental to the issuance of bonds or notes pursuant to Section 22662.5.
Costs associated with any elections held for the approval of a new or increased assessment.
The 1972 Act defines "Maintain" or "maintenance" to mean furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement, including:
Repair, removal, or replacement of all or any part of any improvement. Providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury. The removal of trimmings, rubbish, debris, and other solid waste. The cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti.
Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
ZONES OF BENEFIT
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing various landscaping improvements, including the acquisition, construction, installation, maintenance, and servicing of those improvements and related facilities. In addition, to ensure an appropriate allocation of the estimated costs to provide various improvements based on proportional special benefits, landscaping districts often times include benefit zones (“Zones”) as authorized pursuant to Chapter 1 Article 4, Section 22574 of the 1972 Act:
“The diagram and assessment may classify various areas within an assessment district into different zones where, by reason of variations in the nature, location, and extent of the improvements, the various areas will receive differing degrees of benefit from the improvements.
A zone shall consist of all territory which will receive substantially the same degree of benefit from the improvements.”
While the California Constitution requires that “The proportionate special benefit derived by each identified parcel shall be determined in relationship to the entirety of the capital cost of a public improvement or the maintenance and operation expenses of a public improvement…”; it is reasonable to conclude that certain landscaping improvements may benefit the majority of the parcels within a district if not all properties, while other improvements may only provide special benefits to specific parcels, developments or portions of the district (particularly in larger districts).
In addition, some improvements within a district and/or the costs associated with various public improvements are identified as providing some measure of general benefit and because these general benefit costs cannot be assessed, the overall cost of those improvements may be proportionately allocated as both special benefits and general benefit.
In accordance with the 1972 Act, it has been determined that it is appropriate and necessary to establish benefit zones (Zones) within this District to be designated in the table above. The boundaries, of each Zone is established based on the location, extent and types of improvements or similarities in the types of improvements being maintained through the District assessments as well as the particular and distinct benefits the various developments and properties derive from those improvements based on proximity to those specific improvements and the nexus between the development of the properties that required or facilitated the installation of those improvements. While some improvements may be specifically associated with specific development areas or parcels within the District, many improvements may reasonably be considered shared improvements because the overall development of the properties in the area required or necessitated those improvements. In such cases, the special benefits and cost of providing such improvements are proportionately shared by parcels in each Zone.
The net annual cost to provide the improvements for each Zone is allocated to the benefiting properties within that Zone using a weighted method of apportionment (refer to Assessment Methodology in Section II, Method of Apportionment) that calculates the proportional special benefit and assessment for each parcel as compared to other properties that benefit from the District improvements and services. The following is a brief description and summary of the Zones and improvements associated within each Zone. A visual depiction of the location and extent of the improvements and Zone boundaries are provided in the District Diagrams of this Report.
IMPROVEMENTS AND SERVICES WITHIN THE DISTRICT
The purpose of the District is to fund the maintenance and servicing of parkway landscape improvements installed in connection with development of properties within the District.
There are seven (7) zones where the landscape is managed under the Landscape Maintenance District No. 1. These properties were included in the District as a condition of development to Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
maintain the parkway areas. At the time, in lieu of the homeowner association maintaining the public landscape, the developer agreed to be a part of the District and pay the annual assessment.
The territory within the District consists of all lots or parcels of land within the City of Glendora.
The purpose of this District is to provide in part through annual assessments, funding for the ongoing operation, maintenance, and servicing of landscaping improvements and services in various areas throughout the City. Improvements currently provided within the District generally include but are not limited to:
Landscape improvements such as mowing, pruning, shaping, and trimming of shrubs and trees, edging of ground cover areas, pest and weed control, supporting, and replacing trees as required, maintenance of tree wells, fertilization, mulching, watering, maintenance of sprinkler systems, disease, insect, and rodent control.
In accordance with the 1972 Act, the District utilizes Zones to address variations in the nature, location, and extent of the improvements that provide special benefits to parcels in the District.
Within the boundaries of the District, parcels are assigned to benefit zones each of which is associated with a set of improvements and/or type of improvements that provide special benefit to properties within that Zone.
In Fiscal Year 2026/2027 the District was comprised of the following:
Zone No. Location
1 TR. 29765 / Highland / Oak Knoll
4 TR. 33489 / GMR-Palm
5 TR. 34114 / Hampton / Sunflower
7 TR. 37637 /Loraine-Palm
8 TR. 43011 / GMR-BS
12 TR. 44069 / Glen Bougainvillea’s & 437 E. Bennett
16 Hidden Springs
DESCRIPTION OF IMPROVEMENTS
As authorized by the 1972 Act, the improvements provided by the District and associated with each Zone incorporate various landscaping improvements that are maintained and serviced for the benefit of real property within the District. The maintenance of the landscape improvements may also include various appurtenances that may include but is not limited to entry monuments; various types of fencing; retaining walls; ornamental lighting or other ornamental fixtures; signage; and irrigation, drainage, and electrical equipment. The work to be performed within each respective Zone may include but is not limited to (as applicable), the personnel, materials, equipment, electricity, water, contract services, repair and rehabilitation of the improvements and incidental expenses required to operate the District and provide the improvements and services for each Zone. The improvements provided within the District and for which parcels receive special benefits are generally described in the following.
LANDSCAPE IMPROVEMENTS
Zone 1, Highland and Oak Knoll – Landscape assessment area consisting of approximately 35,750 sqft of ground cover, shrubs and trees.
Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
Zone 4, Glendora Mountain Road and Palm Drive – Landscape assessment area consisting of approximately 55,860 sqft of ground cover, shrubs and trees.
Zone 5, Hampton and Gladstone – Landscape assessment area consisting of approximately 5,600 sqft of ground cover, shrubs and trees, divided by the wash.
Zone 7, North Lorraine and Palm Drive – Landscape assessment area consisting of three (3) median islands on Lorraine with approximately 5,397 sqft of ground cover.
Zone 8, Glendora Mountain Road and Boulder Springs – Landscape assessment area consisting of approximately 22,378 sqft of ground cover, shrubs and trees.
Zone 12, Glendora Bougainvilleas & 437 E. Bennet – Landscape assessment area consisting of twenty-three (23) trellised bougainvillea.
Zone 16, Hidden Springs (Glendora Mountain Road and Sierra Madre) – Landscape assessment area consisting of approximately 8,800 sqft of shrubs including one (1) median island on Fountain Springs Lane and one (1) median island on Hidden Springs Lane with ground cover.
Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
II. Method of Apportionment
LEGISLATIVE AUTHORITY AND PROVISIONS
1972 ACT
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing certain public improvements, including the acquisition, construction, installation and servicing of landscaping improvements and related facilities. The 1972 Act requires that the cost of these improvements be levied according to benefit rather than assessed value:
Section 22573 defines the net amount to be assessed as follows:
“The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements.”
Section 22574 provides for zones as follows:
“The diagram and assessment may classify various areas within an assessment district into different zones where, by reason of variations in the nature, location, and extent of the improvements, the various areas will receive differing degrees of benefit from the improvements.
A zone shall consist of all territory which will receive substantially the same degree of benefit from the improvements.”
The formulas used for calculating assessments and the designation of Zones as established herein reflect the composition of parcels within the District and the improvements and activities to be provided, and have been designed to fairly apportion the cost of providing those improvements based on a determination of the proportional special benefits to each parcel, consistent with the requirements of the 1972 Act and the provisions of Article XIII D of the California Constitution (Proposition 218).
CALIFORNIA CONSTITUTION
The costs to operate and maintain the District improvements are identified and allocated to properties within each Zone within the District based on special benefit. The improvements provided and for which properties are to be assessed are identified as local landscaping improvements and related amenities that were installed in connection with the development of the properties and/or would otherwise be required for the development of properties within each respective Zone. The District assessments and method of apportionment is based on the premise that these improvements would otherwise not have been required without the development or planned development of those parcels.
Article XIII D Section 2d defines District as follows:
“District means an area determined by an agency to contain all parcels which will receive a special benefit from a proposed public improvement or property-related service”; Article XIII D Section 2i defines Special Benefit as follows:
“Special benefit” means a particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large. General enhancement of property value does not constitute “special benefit.”
Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
Article XIII D Section 4a defines proportional special benefit assessments as follows:
“An agency which proposes to levy an assessment shall identify all parcels which will have a special benefit conferred upon them and upon which an assessment will be imposed. The proportionate special benefit derived by each identified parcel shall be determined in relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the property related service being provided. No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel.”
BENEFIT ANALYSIS
The improvements provided by this District and for which properties are assessed have been identified as necessary, desired and/or required for the orderly development of the properties within the District to their full potential, consistent with the development plans and applicable portions of the City’s General Plan.
SPECIAL BENEFIT
The ongoing maintenance of landscaped areas within the District provide aesthetic benefits to the properties within each respective Zone and a more pleasant environment to walk, drive, live, and work. The primary function of these landscape improvements and related amenities is to serve as an aesthetically pleasing enhancement and green space for the benefit of the immediately surrounding properties and developments for which the improvements were constructed and installed and/or were facilitated by the development or potential development of properties within the Zones. These improvements are an integral part of the physical environment associated with the parcels in each Zone and while some of these improvements may in part be visible to properties outside the Zone, collectively if these Zone improvements are not properly maintained, it is the parcels within the Zone that would be aesthetically burdened. Additionally, the street landscaping in these Zones serves as both a physical buffer between the roadways and the properties in the District/Zone and serve as a pleasant aesthetic amenity that enhances the approach to the parcels. As a result, the maintenance of these landscaped improvements provides particular and distinct benefits to the properties and developments within each Zone.
GENERAL BENEFIT
In reviewing the location and extent of the specific landscaped areas and improvements to be funded by District assessments and the proximity and relationship to properties to be assessed, it is evident these improvements were primarily installed in connection with the development of properties in each respective Zone or are improvements that would otherwise be shared by and required for development of properties in those Zones. It is also evident that the maintenance these improvements and the level of maintenance provided has a direct and particular impact (special benefit) only on those properties in proximity to those improvements and such maintenance beyond that which is required to ensure the safety and protection of the general public and property in general, has no quantifiable benefit to the public at large or properties outside each respective Zone.
Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
ASSESSMENT METHODOLOGY
To calculate and identify the proportional special benefit received by each parcel and ultimately each parcel’s proportionate share of the improvement costs it is necessary to consider not only the improvements and services to be provided, but the relationship each parcel has to those improvements as compared to other parcels in the District.
Article XIIID Section 4a reads in part:
“…The proportionate special benefit derived by each identified parcel shall be determined in relationship to the entirety of the capital cost of a public improvement or the maintenance and operation expenses of a public improvement or for the cost of the property related service being provided. No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel.” Landscaping improvements, like most public improvements, provide varying degrees of benefit (whether they be general or special) based largely on the extent of such improvements, the location of the improvements in relationship to properties associated with those improvements.
To establish the proportional special benefit and ultimately the assessment obligation for each parcel, these factors need to be addressed and formulated in the method of apportionment by the use of benefit zones that reflect the extent and location of the improvements in relationship to the properties, as well as the specific use of the property and characteristics that reflects each parcel’s proportional special benefit as compared to other properties that benefit from those same improvements.
The method of apportionment (method of assessment) developed for this District is based on the premise that each of the property to be assessed receives a particular and distinct benefit (special benefit) from the improvements, services and facilities to be financed by the District assessments and to assess benefits equitably it is necessary to calculate each property’s relative share of the special benefits conferred by the funded improvements and service. The Equivalent Benefit Unit (EBU) method of assessment is utilized in this District and establishes a basic unit of benefit (base value) and then calculates the benefit derived by each assessed parcel as a multiple (or a fraction) of that basic unit. This EBU method of apportioning special benefits is typically seen as the most appropriate and equitable assessment methodology for districts formed under the 1972 Act, as the benefit to each parcel from the improvements are apportioned as a function of comparable property characteristics The base value and assessment formula utilized in each Zone may be different, but is established for each Zone to reflect the improvements and properties that benefit from those improvements utilizing property characteristics that may include but is not limited to the type of development (property land use), property’s development status, and size of the property (acreage or units).
To assess benefits equitably, it is necessary to relate the different type of parcel improvements to each other. The Equivalent Benefit Unit method of apportionment uses the single-family home as the basic unit of assessment. A single-family residential property equals one Equivalent Benefit Unit (“EBU”). Every other land-use is converted to EBUs based on an assessment formula that equates the property’s specific development status, type of development (land-use), and size of the property, as compared to a single-family residential property (“SFR”).
Assessable parcels within each Zone are determined to receive the same special benefit from the improvements due to their similarity in size and use and their similar proximity to the improvements. Therefore, each assessable Residential parcel in a Zone is assigned 1 EBU.
Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
Single-Family Residential -- This land use classification is defined as a fully subdivided residential home site with or without a structure. This land use may include, but is not limited to subdivided residential tract lots, condominiums, or other individual residential units or subdivided lots assigned an Assessor’s Parcel Number. As previously noted, the single family residential parcel has been selected as the basic value for calculation of assessments and each is assigned
1.00 Equivalent Benefit Unit.
MAXIMUM PERMISSIBLE ASSESSMENT
Proposition 218 requires the City to ballot property owners to obtain consent for the increased assessment exceeding the anticipated maximum permissible increase per assessment formula, for example Consumer Price Index (CPI) increase.
The table below shows the list of the Zones in the District, and indicates for each zone whether an inflation adjustment is being included in the Zone assessment.
Zone No. Location CPI
Adjustment
1 TR. 29765 / Highland / Oak Knoll Yes
4 TR. 33489 / GMR-Palm Yes
5 TR. 34114 / Hampton / Sunflower No
7 TR. 37637 /Loraine-Palm Yes
8 TR. 43011 / GMR-BS Yes
12 TR. 44069 / Glen Bougainvilleas & 437 E. Bennett Yes 16 Hidden Springs Yes
As adopted by the City Council through Resolution 03-20, the maximum authorized assessment rate may be adjusted annually as high as the ratio between the March-to-March CPI for the Los Angeles-Long Beach-Anaheim Area for All Urban Consumers not to exceed 5.00%.
CPI for March 2025 is 340.648. CPI for March 2026 is 352.221. This results in a ratio of 1.03397 which equates to a percentage of 3.40%. The inflator for this District is not to exceed 5.00%. The maximum assessment rates for the six areas with a CPI inflator identified above will be increased by this percentage from the maximum assessment rate for the prior year. The Maximum Assessment Rate will remain the same for the zone that does not have an inflator.
Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
III. Estimate of Costs
CALCULATION OF ASSESSMENTS
An assessment amount per Equivalent Benefit Unit (Assessment per EBU) is calculated by:
Taking the “Total Annual Expenses” (Total budgeted costs) and subtracting” Funding Adjustments”. These various “Funding Adjustments” may include, but are not limited to:
“District Fund Contribution”, represents an amount of available existing funds from the being applied to pay a portion of the expenses for the fiscal year. “Contribution or Other Revenue Sources”, represents an amount that is included to subsidize any shortfalls for Zones in the District.
These adjustments to the total annual expenses result in the net amount to be assessed “Balance to Levy”.
Total Annual Expenses – Funding Adjustments = Balance to Levy The amount identified as the “Balance to Levy” is divided by the total number of EBUs of parcels that receive special benefit to establish the Assessment Rate (“Assessment Per EBU”). This Assessment Rate is then applied back to each parcel’s individual EBU to calculate the parcel’s proportionate special benefit and assessment amount for the improvements.
Balance to Levy / Total EBU = Assessment Per EBU (Assessment Rate) Assessment Per EBU x Parcel EBU = Parcel Assessment Amount
ZONE BUDGETS AND ASSESSMENTS
The zone budgets and assessments outlined on the following page for the District are based on the City’s estimate of the expenses and related funding necessary for the operation, maintenance and servicing of the District improvements identified in Part I of this Report for the zones in the District for Fiscal Year 2026/2027.
Refer to the Assessment Roll included herein as Part IV for the individual assessment amounts proposed to be levied and collected for each parcel in Fiscal Year 2026/2027.
Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
ZONE BUDGETS & ASSESSMENTS, FISCAL YEAR 2026/2027
* Current Zones with no CPI
Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
ASSESSMENT RANGE FORMULA
Any new or increased assessment requires certain noticing and meeting requirements by law.
The Brown Act defines the terms "new or increased assessment" to exclude certain conditions.
These certain conditions included "any assessment that does not exceed an assessment formula or range of assessments previously adopted by the agency or approved by the voters in the area where the assessment is imposed."
Recognizing that the cost of maintaining the improvements will increase over time due to inflation, the maximum assessment for some of the zones may be increased by the Consumer Price Index (CPI) each year.
The adoption of the maximum assessment rates and the Assessment Range Formula described herein does not mean that the annual assessments will necessarily increase each fiscal year, nor does it absolutely restrict the assessments to the adjustment maximum assessment amount.
Although the maximum assessment rates that may be levied shall be adjusted (inflated) by CPI each year, the actual amount to be assessed will be based on the Balance to Levy for that fiscal year. If the calculated assessment is less than the adjusted maximum assessment, then the calculated assessment may be approved by the City Council for collection. If the calculated assessment (based on the proposed budget) is greater than the adjusted maximum assessment for that fiscal year, then the assessment would be considered an increased assessment and would require property owner approval through a protest ballot proceeding before imposing such an increase. Otherwise, it would be necessary to reduce the budget or provide a contribution from the City to reduce the Balance to Levy (amount to be assessed) to an amount that can be supported by an assessment rate less than or equal to the maximum assessment rate authorized for that fiscal year.
Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
IV. Assessment Roll
The Assessment Roll reflects all properties currently identified within the District and their assessment amount(s) for Fiscal Year 2026/2027. Each parcel listed on the Assessment Roll is currently shown and illustrated on the County Assessor's Roll and the County Assessor’s Parcel Number Maps (APN maps). These records are, by reference, made part of this Report and shall govern for all details concerning the description of the lots or parcels. All assessments presented on the assessment roll are subject to change as a result of parcel changes made by the County including parcel splits, parcel merges or development changes that occur prior to the County Assessor's Office securing the final roll and generating tax bills for Fiscal Year 2026/2027.
APN Situs Address Zone Max Tax Rate
($)
Applied Rate
($) Assessment ($)
8636-025-034 912 N LORAINE AVE 7 $43.22 $43.22 $43.22
8636-025-035 920 N LORAINE AVE 7 $43.22 $43.22 43.22
8636-025-036 1112 FLAMINGO ST 7 $43.22 $43.22 43.22
8636-025-037 1120 FLAMINGO ST 7 $43.22 $43.22 43.22
8636-025-038 1128 FLAMINGO ST 7 $43.22 $43.22 43.22
8636-025-039 1155 FLAMINGO ST 7 $43.22 $43.22 43.22
8636-025-040 1147 FLAMINGO ST 7 $43.22 $43.22 43.22
8636-025-041 1131 FLAMINGO ST 7 $43.22 $43.22 43.22
8636-025-042 1123 FLAMINGO ST 7 $43.22 $43.22 43.22
8636-025-043 1115 FLAMINGO ST 7 $43.22 $43.22 43.22
8636-025-044 1208 SAGA ST 7 $43.22 $43.22 43.22
8636-025-045 1200 SAGA ST 7 $43.22 $43.22 43.22
8636-025-046 1142 SAGA ST 7 $43.22 $43.22 43.22
8636-025-047 1136 SAGA ST 7 $43.22 $43.22 43.22
8636-025-048 1128 SAGA ST 7 $43.22 $43.22 43.22
8636-025-049 1120 SAGA ST 7 $43.22 $43.22 43.22
8636-025-050 1112 SAGA ST 7 $43.22 $43.22 43.22
8636-025-051 940 N LORAINE AVE 7 $43.22 $43.22 43.22
8636-025-052 948 N LORAINE AVE 7 $43.22 $43.22 43.22
8636-025-053 956 N LORAINE AVE 7 $43.22 $43.22 43.22
8636-045-017 936 DALTON SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-018 932 DALTON SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-019 920 DALTON SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-020 914 DALTON SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-021 910 DALTON SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-022 1340 CANYON SPRINGS DR 4 $397.68 $397.68 397.68 8636-045-023 1336 CANYON SPRINGS DR 4 $397.68 $397.68 397.68 8636-045-024 1328 CANYON SPRINGS DR 4 $397.68 $397.68 397.68 8636-045-025 1316 CANYON SPRINGS DR 4 $397.68 $397.68 397.68 8636-045-026 911 FOUNTAIN SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-027 917 FOUNTAIN SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-028 923 FOUNTAIN SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-029 935 FOUNTAIN SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-030 939 FOUNTAIN SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-031 904 FAWN SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-032 910 FAWN SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-033 916 FAWN SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-034 922 FAWN SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-035 934 FAWN SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-036 938 FAWN SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-037 937 DALTON SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-038 933 DALTON SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-039 921 DALTON SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-040 915 DALTON SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-041 916 FOUNTAIN SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-042 922 FOUNTAIN SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-043 934 FOUNTAIN SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-044 938 FOUNTAIN SPRINGS LN 4 $397.68 $397.68 397.68 8636-045-045 918 GLENDORA MOUNTAIN RD 4 $397.68 $397.68 397.68 8636-045-046 910 GLENDORA MOUNTAIN RD 4 $397.68 $397.68 397.68 8636-045-047 902 GLENDORA MOUNTAIN RD 4 $397.68 $397.68 397.68 8636-046-002 1005 FOUNTAIN SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-003 1011 FOUNTAIN SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-004 1017 FOUNTAIN SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-005 1023 FOUNTAIN SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-006 1029 FOUNTAIN SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-007 1035 FOUNTAIN SPRINGS LN 8 $236.11 $236.11 236.11 City of Glendora
Landscape Maintenance District No. 1
Fiscal Year 2026/27 Preliminary Assessment Roll
LMD No. 1 FY 2026/27 Preliminary Assessment Roll Page 1 of 6 APN Situs Address Zone Max Tax Rate
($)
Applied Rate
($) Assessment ($)
City of Glendora
Landscape Maintenance District No. 1
Fiscal Year 2026/27 Preliminary Assessment Roll
8636-046-008 1041 FOUNTAIN SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-009 1047 FOUNTAIN SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-010 1053 FOUNTAIN SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-011 1060 FOUNTAIN SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-012 1054 FOUNTAIN SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-013 1048 DALTON SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-014 1042 DALTON SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-015 1036 DALTON SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-016 1030 DALTON SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-017 1024 DALTON SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-018 1018 DALTON SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-019 1012 DALTON SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-020 1006 DALTON SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-021 1007 DALTON SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-022 1011 DALTON SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-023 1017 DALTON SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-024 1023 DALTON SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-025 1029 DALTON SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-026 1035 DALTON SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-027 1042 FOUNTAIN SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-028 1036 FOUNTAIN SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-029 1030 FOUNTAIN SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-030 1024 FOUNTAIN SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-031 1018 FOUNTAIN SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-032 1012 FOUNTAIN SPRINGS LN 8 $236.11 $236.11 236.11 8636-046-033 1335 BOULDER SPRINGS DR 8 $236.11 $236.11 236.11 8636-046-034 1333 BOULDER SPRINGS DR 8 $236.11 $236.11 236.11 8636-047-003 1010 N LORAINE AVE 7 $43.22 $43.22 43.22
8636-047-004 1002 N LORAINE AVE 7 $43.22 $43.22 43.22
8636-047-007 1123 SAGA ST 7 $43.22 $43.22 43.22
8636-047-008 1131 SAGA ST 7 $43.22 $43.22 43.22
8636-047-009 1139 SAGA ST 7 $43.22 $43.22 43.22
8636-047-010 1147 SAGA ST 7 $43.22 $43.22 43.22
8636-047-011 1207 SAGA ST 7 $43.22 $43.22 43.22
8636-047-012 1215 SAGA ST 7 $43.22 $43.22 43.22
8636-047-013 1223 SAGA ST 7 $43.22 $43.22 43.22
8636-047-014 1231 SAGA ST 7 $43.22 $43.22 43.22
8636-047-015 1239 SAGA ST 7 $43.22 $43.22 43.22
8636-047-019 1018 N LORAINE AVE 7 $43.22 $43.22 43.22
8636-047-020 1115 SAGA ST 7 $43.22 $43.22 43.22
8642-007-035 849 E HAMPTON ST 5 $75.00 $75.00 75.00
8642-007-036 843 E HAMPTON ST 5 $75.00 $75.00 75.00
8642-007-037 837 E HAMPTON ST 5 $75.00 $75.00 75.00
8642-007-038 831 E HAMPTON ST 5 $75.00 $75.00 75.00
8642-007-039 825 E HAMPTON ST 5 $75.00 $75.00 75.00
8642-007-040 819 E GLADSTONE ST 5 $75.00 $75.00 75.00
8642-007-041 813 E GLADSTONE ST 5 $75.00 $75.00 75.00
8642-007-042 807 E GLADSTONE ST 5 $75.00 $75.00 75.00
8647-020-004 481 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-005 483 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-006 485 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-007 487 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-008 489 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-009 491 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-010 493 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-011 495 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-012 497 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 LMD No. 1 FY 2026/27 Preliminary Assessment Roll Page 2 of 6 APN Situs Address Zone Max Tax Rate
($)
Applied Rate
($) Assessment ($)
City of Glendora
Landscape Maintenance District No. 1
Fiscal Year 2026/27 Preliminary Assessment Roll
8647-020-013 499 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-014 501 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-015 503 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-016 453 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-017 455 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-018 457 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-019 459 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-020 461 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-021 463 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-022 465 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-023 467 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-024 469 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-025 471 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-026 473 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-027 475 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-028 477 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-029 479 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-030 451 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-031 449 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-032 447 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-033 445 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-034 443 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-035 441 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-036 439 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-037 437 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-038 435 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-039 433 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-040 431 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-041 429 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-042 427 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-043 425 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-044 423 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-045 421 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-046 419 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-047 417 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-048 415 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-049 413 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-050 411 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-051 409 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-052 407 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-053 405 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-054 403 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-020-055 401 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-006 437 E BENNETT AVE 12 $155.42 $155.42 155.42 8647-025-007 402 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-008 404 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-009 406 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-010 408 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-011 410 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-012 412 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-013 414 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-014 416 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-015 418 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-016 420 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-017 422 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-018 424 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-019 426 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 LMD No. 1 FY 2026/27 Preliminary Assessment Roll Page 3 of 6 APN Situs Address Zone Max Tax Rate
($)
Applied Rate
($) Assessment ($)
City of Glendora
Landscape Maintenance District No. 1
Fiscal Year 2026/27 Preliminary Assessment Roll
8647-025-020 428 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-021 430 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-022 432 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-023 434 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-024 436 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-025 438 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-026 440 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-027 442 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-028 444 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-029 446 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-030 448 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-031 450 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-032 452 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-033 454 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-034 456 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-035 458 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-036 460 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-037 462 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8647-025-038 464 E BOUGAINVILLEA LN 12 $155.42 $155.42 155.42 8656-001-019 1206 E PALM DR 16 $61.68 $61.68 61.68
8656-001-020 1218 E PALM DR 16 $61.68 $61.68 61.68
8656-001-021 1226 E PALM DR 16 $61.68 $61.68 61.68
8656-001-022 1238 E PALM DR 16 $61.68 $61.68 61.68
8656-001-023 1246 E PALM DR 16 $61.68 $61.68 61.68
8656-001-024 1258 E PALM DR 16 $61.68 $61.68 61.68
8656-001-025 1266 E PALM DR 16 $61.68 $61.68 61.68
8656-001-026 1265 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-001-027 1257 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-001-028 1245 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-001-029 1237 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-001-030 1225 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-001-031 1217 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-001-032 1205 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-001-033 1143 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-001-034 1131 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-001-036 1118 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-001-038 1144 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-001-039 1204 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-001-040 1216 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-001-041 1224 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-001-042 1236 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-001-043 1244 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-001-044 1256 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-001-045 1264 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-001-046 1263 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-001-047 1255 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-001-048 1243 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-001-049 1235 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-001-050 1223 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-001-051 1215 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-001-052 1203 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-001-053 1145 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-001-055 1123 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-001-056 1113 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-001-057 1103 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-001-067 1132 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-001-068 1133 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 LMD No. 1 FY 2026/27 Preliminary Assessment Roll Page 4 of 6 APN Situs Address Zone Max Tax Rate
($)
Applied Rate
($) Assessment ($)
City of Glendora
Landscape Maintenance District No. 1
Fiscal Year 2026/27 Preliminary Assessment Roll
8656-001-078 1121 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-002-022 1102 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-002-023 1110 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-002-024 1120 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-002-025 1130 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-002-026 1140 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-002-027 1156 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-002-028 1202 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-002-029 1218 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-002-030 1222 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-002-043 1234 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-002-044 1242 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-002-045 1250 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-002-046 1256 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-002-050 1266 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-001 1342 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-002 760 FOUNTAIN SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-003 756 FOUNTAIN SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-004 1341 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-005 1340 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-006 1322 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-007 1320 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-008 1318 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-009 1316 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-010 1314 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-011 1312 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-012 1310 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-013 1308 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-014 1309 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-015 1311 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-016 1317 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-017 1321 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-018 1325 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-019 757 FOUNTAIN SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-020 1324 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-021 1312 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-022 1300 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-023 1280 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-024 1270 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-025 1342 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-026 1348 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-027 1358 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-028 1360 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-029 1362 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-030 1364 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-031 1365 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-032 1363 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-033 1353 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-034 1343 PEBBLE SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-035 1344 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-036 1350 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-031-037 1352 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-032-001 1267 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-032-002 1271 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-032-003 1279 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-032-004 1301 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-032-005 1311 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 LMD No. 1 FY 2026/27 Preliminary Assessment Roll Page 5 of 6 APN Situs Address Zone Max Tax Rate
($)
Applied Rate
($) Assessment ($)
City of Glendora
Landscape Maintenance District No. 1
Fiscal Year 2026/27 Preliminary Assessment Roll
8656-032-006 1323 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-032-007 1335 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-032-008 1338 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-032-009 1326 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-032-010 1314 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-032-011 1302 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-032-012 1276 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-032-013 1272 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-032-014 1268 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-032-015 1269 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-032-016 1273 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-032-017 1277 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-032-018 1303 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-032-019 1315 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-032-020 1327 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-032-021 1339 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-032-022 1336 E PALM DR 16 $61.68 $61.68 61.68
8656-032-023 1328 E PALM DR 16 $61.68 $61.68 61.68
8656-032-024 1316 E PALM DR 16 $61.68 $61.68 61.68
8656-032-025 1304 E PALM DR 16 $61.68 $61.68 61.68
8656-032-026 1278 E PALM DR 16 $61.68 $61.68 61.68
8656-032-027 1274 E PALM DR 16 $61.68 $61.68 61.68
8656-032-028 1272 E PALM DR 16 $61.68 $61.68 61.68
8656-032-029 1353 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-032-030 1345 HIDDEN SPRINGS LN 16 $61.68 $61.68 61.68 8656-032-031 1346 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-032-032 1354 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-032-033 1355 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-032-034 1347 INDIAN SPRINGS DR 16 $61.68 $61.68 61.68 8656-032-035 1340 E PALM DR 16 $61.68 $61.68 61.68
8656-032-036 1356 E PALM DR 16 $61.68 $61.68 61.68
8659-013-019 247 OAK KNOLL DR 1 $556.41 $556.41 556.41
8659-013-022 223 OAK KNOLL DR 1 $556.41 $556.41 556.41
8659-013-023 215 OAK KNOLL DR 1 $556.41 $556.41 556.41
8659-013-024 210 OAK KNOLL DR 1 $556.41 $556.41 556.41
8659-013-025 240 OAK KNOLL DR 1 $556.41 $556.41 556.41
8659-013-028 448 HIGHLAND DR 1 $556.41 $556.41 556.41
8659-013-029 241 OAK KNOLL DR 1 $556.41 $556.41 556.41
8659-013-030 235 OAK KNOLL DR 1 $556.41 $556.41 556.41
8659-013-036 212 OAK KNOLL DR 1 $556.41 $556.41 556.41
8659-013-037 436 HIGHLAND DR 1 $556.41 $556.41 556.41
Total: $48,692.45
Parcel Count: 326
LMD No. 1 FY 2026/27 Preliminary Assessment Roll Page 6 of 6 Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
V. District Diagrams
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on the Los Angeles County Assessor's map for the year in which this Report is prepared.
The land use classification for each parcel has been based on the Los Angeles County Assessor’s Roll. A listing of parcels assessed within this District, along with the proposed assessment amounts, has been submitted to the City Clerk, under a separate cover, and by reference is made part of this Report.
Reference is hereby made to the Los Angeles County Assessor’s Parcel Maps for a detailed description of the lines and dimensions of each parcel within the Landscape Maintenance District No. 1 including all subsequent subdivisions, lot-line adjustments, or parcel changes therein.
Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
DISTRICT DIAGRAMS – BOUNDARY AND ZONES, FISCAL YEAR 2026/2027 Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
Landscape Maintenance District No. 1
Engineer’s Report
Fiscal Year 2026/2027
RESOLUTION CC 2026-____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GLENDORA APPROVING THE ENGINEER’S REPORT FILED WITH RESPECT TO
THE FISCAL YEAR 2026-27 LEVY OF THE ASSESSMENT IN
CONNECTION WITH CITY OF GLENDORA LANDSCAPE
MAINTENANCE DISTRICT NO. 1
THE CITY COUNCIL
City of Glendora, California
WHEREAS, by Resolution CC 2026-14, the City Council initiated proceedings to levy the Fiscal Year 2026-27 assessment in connection with City of Glendora Landscape Maintenance District No. 1 (the “District”) (formerly known as “City of Glendora Landscaping & Lighting District No. 1”) pursuant to the Landscaping and Lighting Act of 1972 (California Streets & Highways Code Section 22500 et seq.) (the “Assessment Law”); and
WHEREAS, a report of the City Engineer, entitled “Engineer’s Annual Levy Report, City of Glendora Landscape Maintenance District No 1 - Fiscal Year 2026-27” (the “Report”) is on file in the Office of the City Clerk and available for public inspection; and
WHEREAS, the City Council has carefully examined and reviewed the Report as filed and desires to approve the Report as filed.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF GLENDORA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
SECTION 1. The foregoing recitals are true and correct.
SECTION 2. The City Council finds that the Report meets all requirements of Article 4 of Chapter 1 of the Assessment Law.
SECTION 3. The Report is hereby approved as filed, without modification.
SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution and shall enter the same in the Book of Original Resolutions.
PASSED, APPROVED AND ADOPTED by the City Council of the City of Glendora this __ day of ________, 2026.
BY:
DAVID FREDENDALL
Mayor
Resolution CC 2026-____ Page 2 of 2
APPROVED AS TO FORM:
Aleshire & Wynder, LLP
DANNY ALESHIRE
City Attorney
CERTIFICATION
I, do hereby certify that the foregoing Resolution was duly adopted by the City Council of the City of Glendora at a regular meeting held on the ____ day of June, 2026, by the following vote:
AYES: MEMBERS:
NOES: MEMBERS:
ABSENT: MEMBERS:
ABSTAIN: MEMBERS:
I further certify that said Resolution was published as required by law in a newspaper of general circulation in the City of Glendora, California on the 2 nd day of July 2026
Dated:
KATHLEEN R. SESSMAN
City Clerk/Communications Director
RESOLUTION CC 2026-____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GLENDORA
CONFIRMING THE DIAGRAM AND ASSESSMENT FOR THE CITY OF
GLENDORA LANDSCAPE MAINTENANCE DISTRICT NO. 1 FOR
FISCAL YEAR 2026-27
THE CITY COUNCIL
City of Glendora, California
WHEREAS, by its Resolution No. 2026-14, adopted on May 12, 2026 (the “Resolution of Intention”), the City Council declared its intention to levy an assessment for Fiscal Year 2026-27 in connection with the City of Glendora Landscape Maintenance District No. 1 (the “District”) pursuant to the Landscaping and Lighting Act of 1972 (California Streets & Highways Code Section 22500 et seq.) (the “Assessment Law”); and WHEREAS, as directed by the Resolution of Intention, the City gave notice of a Public Hearing, scheduled for June 23, 2026; and
WHEREAS, on June 23, 2026, the City Council held a full and fair public hearing with respect to the Fiscal Year 2026-27 levy of the proposed assessment at which all interested persons were permitted to give oral testimony and written protests; and WHEREAS, the City Council desires to move forward with the levy of the assessment in connection with the District for Fiscal Year 2026-27
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF GLENDORA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
SECTION 1. The foregoing recitals are true and correct.
SECTION 2. That upon the conclusion of the Public Hearing, written protests filed, and not withdrawn, did not represent property owners owning more than fifty per cent (50%) of the area of assessable lands within the District. Therefore, the City Council overrules all objections and protests.
SECTION 3. The Diagram and Assessment contained in the Report entitled “Engineer’s Annual Levy Report, Fiscal Year 2026-27; City of Glendora, Landscape Maintenance District No 1” (the “Report”), which is on file in the Office of the City Clerk and incorporated herein by reference, is hereby approved pursuant to Section 22631 of the Assessment Law.
SECTION 4. The adoption of this Resolution constitutes the levy of the assessment within the District for Fiscal Year 2026-27.
SECTION 5. The City Clerk shall certify to the passage and adoption of this Resolution and shall enter the same in the Book of Original Resolutions.
Resolution CC 2026-____ Page 2 of 2
SECTION 6. The City Clerk is hereby directed to forward a copy of this Resolution to the County of Los Angeles for the submittal of the assessments.
PASSED, APPROVED AND ADOPTED by the City Council of the City of Glendora this __ day of ________, 2026.
BY:
DAVID FREDENDALL
Mayor
APPROVED AS TO FORM:
Aleshire & Wynder, LLP
DANNY ALESHIRE
City Attorney
CERTIFICATION
I, do hereby certify that the foregoing Resolution was duly adopted by the City Council of the City of Glendora at a regular meeting held on the _____ day of June 2026, by the following vote:
AYES: MEMBERS:
NOES: MEMBERS:
ABSENT: MEMBERS:
ABSTAIN: MEMBERS:
I further certify that said Resolution was published as required by law in a newspaper of general circulation in the City of Glendora, California on the 2 nd day of July 2026
Dated:
KATHLEEN R. SESSMAN
City Clerk/Communications Director
PUBLIC HEARING TO CONSIDER ADOPTING RESOLUTIONS APPROVING
THE ENGINEER'S REPORT AND CONFIRMING A DIAGRAM AND
ASSESSMENT FOR THE CITY OF GLENDORA LANDSCAPE
MAINTENANCE DISTRICT NUMBER 1 FOR FISCAL YEAR 2026/27
PUBLIC WORKS
GLENDORA CITY COUNCIL
JUNE 23, 2026
VALERIE VELASQUEZ-SANTOYA, ASSISTANT PUBLIC WORKS DIRECTOR
LANDSCAPE MAINTENANCE DISTRICTS
Background
• Landscape Maintenance District No. 1 established in 1976 • 7 benefit zones funded by property tax assessments
• Resolution 03-20 allows annual CPI increase up to 5% for six zones • March 2025 to March 2026 CPI Increase: 3.4%
Annual Renewal Process Required
• Process initiated on May 12, 2026 with City Council adoption of 3 Resolutions Public Hearing - Final step of Renewal
• Adopt Resolutions to:
1. Approve the Final Engineer’s Report for FY 2026/27
2. Confirm the Diagram and Assessments for LMD No. 1 for FY 2026/27
BENEFIT ZONES
Zone Location Current
Levy
Proposed
Levy Increase
1 Highland & Oak Knoll (35,750 sq ft)
Ground Cover, Shrubs & Trees $538.13 $556.41 $18.28
4 Glendora Mtn Rd & Palm (55,860 sq ft)
Ground Cover, Shrubs & Trees $384.61 $397.68 $13.07
5 Hampton & Gladstone/Sunflower (5,600 sq ft)
Ground Cover, Shrubs & Trees, divided by the wash $75.00 $75.00 $0 No CPI
7 Loraine & Palm (3 medians, 5,397 sq ft)
Ground Cover at 3 Medians on Loraine $41.80 $43.22 $1.42 8 Glendora Mtn Rd & Boulder Springs (22,378 sq ft)
Ground Cover, Shrubs & Trees $228.35 $236.11 $7.76
12 Bougainvilleas & Bennett (23 plants)
Twenty-Three (23) Trellised Bougainvillea $150.31 $155.42 $5.11 16 Hidden Springs Ln. (8,800 sq ft incl. medians)
Shrubs and Ground Cover at 1 Median on Fountain Springs Ln & 1 Median on Hidden Springs Lane
$59.65 $61.68 $2.03
FY 2025 CPI ratio: 3.4%
Total Levy and Maintenance Costs
Zone Location EBUs Max.
Levy
O & M
Costs
Subsidy*
(Other Funds)
1 Highland & Oak Knoll (35,750 sq ft) 10 $5,564 $7,395 $1,831 4 Glendora Mtn Rd & Palm (55,860 sq ft) 31 $12,328 $20,656 $8,327 5 Hampton & Gladstone/Sunflower (5,600 sq ft) 8 $600 $5,462 $4,862 7 Loraine & Palm (3 medians, 5,397 sq ft) 33 $1,426 $6,348 $4,922 8 Glendora Mtn Rd & Boulder Springs (22,378 sq ft) 33 $7,792 $9,618 $1,827 12 Bougainvilleas & Bennett (23 plants) 85 $13,211 $19,123 $5,913 16 Hidden Springs Ln. (8,800 sq ft incl. medians) 126 $7,772 $13,584 $5,812 Totals: $48,693 $82,187 $33,494*
*LMD 1 is subsidized by the General Fund.
RECOMMENDATION:
THAT THE CITY COUNCIL:
Open and Conduct a Public Hearing, accept evidence and testimony presented, and in the absence of testimony to the contrary, consider the following:
1. Adopt a City Council Resolution entitled, “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GLENDORA APPROVING THE ENGINEER’S REPORT FILED WITH RESPECT TO THE FISCAL YEAR 2026-27 LEVY OF THE ASSESSMENT IN CONNECTION WITH CITY OF GLENDORA LANDSCAPE MAINTENANCE DISTRICT NO. 1”; and
2. Adopt a City Council Resolution entitled, “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GLENDORA
CONFIRMING THE DIAGRAM AND ASSESSMENT FOR THE CITY OF GLENDORA LANDSCAPE MAINTENANCE DISTRICT NO. 1 FOR FISCAL YEAR 2026-27.”
STAFF REPORT
TO: Mayor and Council Members DATE: June 23, 2026
FROM: Community Development DISTRICT(S): 5
SUBJECT: Public Hearing for Vesting Tentative Tract Map and Development Plan Review for the development of 28 single-family residential units (Location: 1706 E Route 66 and 1675 Inola Street, Glendora, California; APNs: 8654-001-038, 8654-001-037 and 8654-001-036; Project File No.: PLN25-5043)
RECOMMENDATION
That the City Council:
Open and conduct the Public Hearing, accept evidence and testimony presented, and in the absence of substantial evidence to the contrary recommend that the City Council consider the following related to project file number PLN25-5043.
1. Adopt a Categorical Exemption pursuant to the California Environmental Quality Act (CEQA) for the project; and
2. Adopt a City Council Resolution entitled: “A RESOLUTION OF THE CITY COUNCIL APPROVING TENTATIVE TRACT MAP (NO. 84970) AND DEVELOPMENT PLAN REVIEW FOR SUBDIVISION OF LAND TO CONSTRUCT TWENTY-EIGHT (28) SINGLE-FAMILY RESIDENTIAL UNITS ON CERTAIN PROPERTY LOCATED AT 1706 EAST ROUTE 66 AND 1675 INOLA STREET, GLENDORA, CALIFORNIA (APN#s 8654- 001-038, 8654-001-037 & 8654-001-036) (FILE NO. PLN25-5043).”
STRATEGIC FOCUS AREAS
Not Applicable
EXECUTIVE SUMMARY
The proposed project, submitted by Matthew Waken, includes a Tentative Tract Map and Development Plan Review for the construction of 28 single-family residential units at 1706 E. Route 66 and 1675 Inola Street. The site is identified as a RHNA Housing Element site. The proposed 28 units exceed the minimum residential unit number identified for the site. Additionally, the project also exceeds the General Plan and zoning density. The additional density is permitted under the State Density Bonus Law because the project includes three income-restricted affordable units: two very low-income units and one low-income unit. The project is categorically exempt from CEQA and a Notice of Exemption (NOE) will be filed.
LEGISLATIVE HISTORY / PREVIOUS ACTIONS
On June 2, 2026, the Planning Commission held a public hearing and considered the project. Commissioners asked questions and provided comments related to project access as well as project aesthetics, including landscaping and wall heights. The applicant was present and highlighted aspects of the project. No members of the public spoke in opposition to the project. After discussion and deliberation, the Planning Commission voted unanimously (4 in favor, 1 absent) to recommend approval of the proposed project and associated application to the City Council.
PROJECT SUMMARY
Applications: Tentative Tract Map No. 84970 and Development Plan Review Date of Application: November 4, 2025
Property Owner: Jon G. Devine & Deborah L. Devine
Applicant: Matthew Waken
Property Address: 1706 E. Route 66 & 1675 Inola Street
Assessor Identification Number(s) (AINs): 8654-001-038, 8654-001-037 & 8654-001-036 Description of Property: The subject property is approximately 3.7 acres and is currently underutilized, development consisting of two single-family detached homes and one duplex, for a total of four residential units; all of which are proposed for demolition. The site is largely covered with overgrown vegetation and contains inoperable vehicles and storage structures.
General Plan Designation: Single-Family Residential
Zoning: Single-family Residential (R-1)
Surrounding Uses:
Table - Project Surroundings
Existing Uses General Plan Zoning
North City Public Works Lot /
Residential
Low/Medium Density / Medium/High Density R-1 / R-2
South Residential Hillside Very Low Residential R-1
East Residential Low / Medium Density R-1
West Residential Hillside Very Low Residential RHR
In addition to the information in the table above, Route 66 is the north frontage of the site, and the railroad and metro light-rail lines are the west (side) of the site.
PROJECT ANALYSIS:
The project proposes the development of 28 detached single-family residential units ranging in size from 1,594 to 2,479 square feet. Each unit will include three (3) or four (4) bedrooms and two and a half (2½) to four (4) bathrooms, along with two (2) garage parking spaces. The project also provides twelve (12) additional guest parking spaces distributed across the site.
A central community open space with a shade structure, picnic tables, electric BBQ equipment, seating, lawned recreation areas, corn hole, bicycle racks, and a pet relief area will serve as amenities to residents, located around the community.
Development
Feature
Required (R-1 Zone) Provided Compliant? Waiver
Front setback 20 feet 9’ to living,
20’ to garage
No Yes
Side setback 4 feet (1st story); 5 feet (2nd) 4’ to 6’ at 1st and 2nd stories
No Yes
Rear setback 4 feet (1st); 25 feet (2nd) 10’ – 25’ No Yes Street frontage
(minimum)
70 feet 40.5’ – 43’ No Yes
Height limit
(maximum)
25 feet / 2 stories 28’-6” No Yes
Drought-tolerant landscaping with canopy trees, ornamental shrubs, vines and native grasses are proposed throughout the site.
Density and Zoning:
The subject site has a General Plan land use designation of Single-Family Residential and is zoned Single-Family Residential (R-1).
The property is also identified in the General Plan Housing Element as part of RHNA Housing Site Area #51. As a Housing Element site, the property is subject to a minimum density of six dwelling units per acre. The proposed 28- unit project would exceed this minimum density requirement, with a proposed density of approximately 7.6 dwelling units per acre.
Although the proposed density exceeds the base General Plan and zoning density, the project includes three income-restricted affordable units, consisting of two very low-income units and one low-income unit. Based on the inclusion of these affordable units, the project qualifies for a density increase under State Density Bonus Law, allowing the proposed number of units to exceed the otherwise applicable base density. The project’s requested concessions, waivers, incentives, and related development standard modifications are discussed separately below.
Pursuant to Government Code §65915(d)(2)(C), the project is entitled to one incentive and unlimited waivers. The waivers requested include reduced front, side and rear setbacks, increased maximum height, reduced street frontage, elimination of garage storage requirements, and reduced parking in compliance with State Density Bonus Law.
The applicant submitted a preliminary application pursuant to Senate Bill 330 (Housing Crisis Act of 2019).
Therefore, the project is subject to the development standards, policies, and ordinances in effect at the time the preliminary application was deemed submitted, consistent with Government Code §65941.1. The project also includes compliance with the replacement unit requirements of SB 330 for the existing dwelling units located on the project site.
Development Standards, Concessions, Waivers, Incentives:
Garage size interior
clearance
(minimum)
20’ x 20’ side by side
10’ x 20’ tandem
20’ x 20’ side by side Yes No
Garage storage area 200 cu. ft. three bedroom
250 cu. ft. four bedroom
0 cu. ft. three bedroom
0 cu. ft. four bedroom
No Yes
Resident parking
spaces for 3-4
bedrooms/units
City Code (for reference):
3 bedrooms: 2.6 spaces (23.4)
4 bedrooms: 2.8 spaces (53.2)
Total: 76.6 spaces
State Density Bonus Law (for reference):
1 bedroom: 1.5 spaces
2,3 bedrooms: 2 spaces (18)
4 bedrooms: 2.5 spaces (47.5)
Total: 66 spaces
56 spaces No Yes
Guest parking spacesCity Code (for reference):
0.4 spaces/unit
Total: 11.2 spaces
12 spaces Yes No
Design / Architecture:
The proposed project incorporates both Spanish Colonial and Santa Barbara design elements within the Spanish Revival architectural style, which is identified as an allowable architectural style pursuant to GMC §21.15.090 (Architectural Styles) of the City’s Objective Design Standards (ODS). The proposed residential units incorporate features such as colonnades and side-facing entries to enhance activation along street frontages and adjacent open space areas; use of stucco arches or wood beam and corbel details, etc. In addition, the proposed plan types utilize one primary color and up to three accent colors, exclusive of the roof color, consistent with the overall architectural theme of the development.
While the proposed architectural features substantially comply with the intent of the ODS, the project application was submitted prior to the adoption of the ODS. Therefore, the applicant is not required to demonstrate full compliance with all current ODS provisions.
Affordable Housing:
Three (3) affordable units will be provided as income-restricted to (2) very low-income and (1) lower-income households, thereby qualifying the development for benefits under the State Density Bonus Law (SDBL). The project site is listed in the General Plan's Housing Element Sites Inventory and is consistent with the required minimum dwelling units per acre (80 percent of the maximum = 18 units).
Open Space and Trees:
Common and private open space will be provided on site with community areas such as; a dog park, electric BBQ stations, corn hole, various seating areas, shared lawn spaces for public gatherings, and private balconies per unit.
There are eighty-seven (87) existing mature trees (ranging from Coast Live Oak, Mexican fan Palm, Eucalyptus, Black Walnut, and Aleppo Pine) on the site, eighty-five (85) of which will be removed to construct the proposed project. This tree removal will be replaced with new trees on the site and in compliance with adopted City tree replacement policies. Two (2) of the native oaks will be retained on site and incorporated into the proposed landscape design.
Circulation:
Vehicle access to the site will be provided from Route 66 through a newly enlarged and realigned project entry. The revised entry has been designed to allow vehicles to safely enter and exit the site and to provide adequate access width for residents, visitors, emergency access, and on-site circulation.
As part of the entry improvements, the existing nearby concrete slope walls will be redesigned and replaced or modified with landscaped slopes. These improvements are intended to improve the appearance of the project frontage while maintaining appropriate line-of-sight visibility for vehicles entering and exiting the site along Route
66. Resident parking will be provided within private garages, and visitor parking will be provided through designated guest parking spaces located throughout the site.
Pedestrian access will be provided through internal walkways connecting the public sidewalk to the front entrance areas of the individual units. A new sidewalk will also be extended along the Route 66 frontage east of the site. The Route 66 roadway will be restriped as needed to accommodate construction of the new sidewalk and to provide improved pedestrian access to and from the project site.
Infrastructure, Utilities, and Fire:
The project site has access to existing public infrastructure and utility services, including water, sewer/sanitation, drainage, solid waste disposal, electricity, public safety services, and flood control facilities.
The Los Angeles County Fire Department has reviewed the project site plan and has cleared the project for public hearing, subject to the inclusion of applicable conditions of approval. Fire Department conditions have been incorporated into the project conditions to ensure adequate emergency access, fire protection, and compliance with applicable fire safety requirements.
Community Outreach and Public Input:
An applicant-led community outreach meeting was held on May 18, 2026. As of the writing of this report, no public comments were received prior to the public hearing.
Public Hearing Notice:
A public hearing notice was published in the San Gabriel Valley Examiner, notices were mailed to all property owners within 300 feet of the project site and notice was posted to site notification boards for both the Planning Commission and City Council hearings. To date, staff has not received any inquiries regarding the project.
FISCAL IMPACT
There is no fiscal impact for this project, and the applicant has paid all fees associated with processing the requested land entitlements. Beyond the City’s review, if the single-family residential units are approved the development would provide one time revenue to the City in the form of building and development impact fees. In the long term, the development would also provide increased property tax revenue.
ENVIRONMENTAL DETERMINATION
Pursuant to CEQA Guidelines Section 15332, infill development projects may be exempt from environmental review. As this project meets all the requirements under CEQA for qualification under the Class 32 exemption for infill development, no further environmental review is necessary and a NOE has been prepared for filing in connection with the approval of the project as detailed herein.
A Phase I Environmental Site Assessment provided by Frey Environmental on the property revealed no recognized environmental conditions (RECs), controlled recognized environmental conditions (CRECs), historical recognized environmental conditions (HRECs), or vapor encroachment conditions (VECs) from the sites historical orchard use or more recent recreational vehicle storage use from the past twenty years.
Prepared By: Yalini Siva, Senior Planner
Concurs With: Vice Chair Davis, Planning Commission
Reviewed By: Mark Carnahan, City Planner
Sean McPherson, Assistant Community Development Director Certified to Availability of Funds: Kyle Johnson, Finance Director/City Treasurer Approved By: Adam Raymond, City Manager
Legal Review: Jessica Santiago, Assistant City Attorney CEQA Review: Jessica Santiago, Assistant City Attorney
Attachments
A_Draft_Resolution.pdf
B_CEQA_Notice_of_Exemption_NOE.pdf
C_Project_Plans.pdf
D_Public_Hearing_Notice.pdf
E_Presentation_Slides.pdf
F_Applicant_PowerPoint.pdf
G. 2026 06 19 Public Testimony Received.pdf
RESOLUTION CC 2026-____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GLENDORA
APPROVING CITY COUNCIL APPROVING TENTATIVE TRACT MAP
(NO. 84970) AND DEVELOPMENT PLAN REVIEW FOR SUBDIVISION OF LAND TO CONSTRUCT TWENTY-EIGHT (28) SINGLE-FAMILY
RESIDENTIAL UNITS ON CERTAIN PROPERTY LOCATED AT 1706
EAST ROUTE 66 & 1675 INOLA STREET, GLENDORA, CALIFORNIA (APN #S 8654-001-038, 8654-001-037 & 8654-001-036) (FILE NO.
PLN25-5043)
THE CITY COUNCIL
City of Glendora, California
WHEREAS, the California Subdivision Map Act (codified at California Government Code, Title 7, Division 2, commencing with §66410) establishes the legal framework regarding the division of land; and
WHEREAS, Glendora Municipal Code (GMC) §21.02.040 establishes procedures for the review of development applications proposed through a Development Plan Review (DPR) application; and
WHEREAS, the property at 1706 East Route 66 & 1675 Inola Street, Glendora, California, is located in an established neighborhood of single-family residential type uses; and
WHEREAS, GMC §21.02.040 provides that the purpose of a DPR is to establish procedures “whereby development plans can be reviewed to ensure orderly development, aesthetic design, safe and harmonious placement and to:
1. Prevent or minimize adverse impacts on property in the vicinity;
2. Implement the general plan and applicable specific plans;
3. Protect the public health, safety and welfare;
4. Site structures and other improvements in a manner that is in harmony with the terrain and existing developments in the vicinity;
5. Encourage and promote energy-efficient design.”; and WHEREAS, GMC §21.02.040(G) provides that the reviewing body (in this case, the City Council) may impose such conditions as it deems necessary to ensure that the project will meet the development standards of the zone and the purpose and intent of the DPR; and
WHEREAS, on November 4, 2025, Matthew Waken, (Applicant), filed an application for a Tentative Tract Map (TTM) (No. 84970) and a DPR for twenty-eight (28) single-family residential units on certain property located at 1706 East Route 66, Glendora, California (File No. PLN25-5043); and
WHEREAS, the City of Glendora (City), as the lead agency, is responsible for preparing environmental documentation in accordance with the California Environmental Quality Act (CEQA) to determine if approval of the discretionary actions requested and subsequent development would have a significant impact on the environment; and Resolution CC 2026-__ Page 2 of 19
WHEREAS, pursuant to §21.03.130, “Affordable housing density bonuses and other incentives” of the GMC and Government Code §65915 “Density Bonuses and Other Incentives”, the subject project provides three (3) homes (10.7% of total homes) to be offered and restricted to two (2) very-low and one (1) low-income qualified buyers, under California State law, pursuant to Government Code §65915. This provision allows the Applicant to request concessions, waivers, or incentives to support the inclusion of affordable housing; and
WHEREAS, a Notice of Exemption was prepared based on the project’s eligibility for a Class 32 Categorical Exemption (Infill Development Projects) under CEQA Guidelines §15332, as the project satisfies the applicable exemption criteria, including consistency with the General Plan (Community Plan 2025) and Glendora Municipal Code; having a location within City limits and surrounded by urban uses; having no value as a habitat for endangered, rare, or threatened species; having no significant effects on traffic, noise, air quality, or water quality; and adequate utilities and public services; and WHEREAS, a public hearing was held by the Planning Commission of the City, on June 2, 2026, after due notice was given as required by law, at which time oral and documentary evidence was introduced along with the written recommendation of the Planning Division staff of the City; and
WHEREAS, on June 2, 2026, the Planning Commission recommended approval of the TTM and DPR (Project File No. PLN25-5043) to the City Council; and WHEREAS, a public hearing was held by the City Council of the City, on June 23, 2026, after due notice was given as required by law, at which time oral and documentary evidence was introduced along with the written recommendation of the Planning Commission of the City.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF GLENDORA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
SECTION 1. The above recitals are true and correct and are incorporated herein by reference.
SECTION 2. Pursuant to State Bill 330 (SB 330), the Applicant submitted a preliminary application for the subject housing development project, seeking limited vesting rights, a streamlined review of the submitted proposal, and the replacement of existing residential units on-site. SB 330 applies to projects consisting of only residential units (two or more); mixed use projects where at least two-thirds of the project square footage is designated for residential uses; or projects that are proposing transition or supportive housing. As a solely residential project, proposing 28 units in total, the Applicant benefits from early vesting on application fees, development standards and requirements, and from overall streamlining of the project processing.
SECTION 3. The City Council hereby makes the following Findings of Facts, regarding the Tentative Tract Map (TTM) (No. 84970), which are hereby incorporated in full as follows:
Resolution CC 2026-__ Page 3 of 19
FINDINGS OF FACTS FOR TENTATIVE TRACT MAP
1. The proposed map is consistent with applicable general and specific plans as specified in §65451 of the California Government Code.
FACT:Pursuant to Government Code §66473.5, the proposed Tentative Tract Map (TTM), together with the provisions for its design and improvements, is consistent with the City’s General Plan Land Use Element designation of Low/Medium Density Residential (3.1–6 dwelling units per acre). The proposed TTM is for a 28-unit, singlefamily residential development that will provide housing ownership opportunities for the community and develop a largely underutilized property. The proposed residential project is consistent with the allowed uses for the single-family residential zone. The property is identified as a part of the Housing Element – RHNA Housing Site Area #51, which requires a minimum density of 6 dwelling units per acre (a minimum of 18 units for this site), and the proposed total of 28 dwelling units exceeds this minimum.
While the proposed project exceeds the General Plan’s stated density range for the Low/Medium Density Residential designation, the proposed density is permitted pursuant to State Density Bonus Law (Government Code §65915). The additional density is allowed as a density bonus under State law and, therefore, does not result in an inconsistency with the General Plan or GMC.
The proposed subdivision is a fee simple subdivision for individually owned single-family residential lots and is not proposed as a condominium development. However, the development will include a homeowners’ association (HOA) responsible for the maintenance and operation of common areas and shared project amenities.
Finally, the project location is in general proximity to City employment areas, active and passive recreational opportunities, a variety of commercial areas, and multi-modal transportation routes.
2. The design or improvement of the proposed subdivision is consistent with applicable general and specific plans.
FACT:The proposed development of residential homes is consistent with the General Plan and complies with the applicable goals, objectives and policies of the City's General Plan Elements. The residential development provides a diverse housing choice for future residents (Land Use Element Goal LU-7: A diverse range of housing choices; LU-10: Quality Infill Development; LU-18: Compatibility of Adjacent Uses; & LU-21:
Preservation of Neighborhood Character). The subject site is located within a neighborhood with access to commercial areas and multiple transportation options (Housing Element Goal 3: Range of Housing Opportunities). The development project will use the latest energy conservation features to conserve natural resources and lower energy costs. The development project includes mitigation measures to ensure that noise and vibration will not exceed normally accepted levels (Noise Element Goal N-3:
Coordinated Land Use Planning and Noise Mitigation). The development project complies with the General Plan Land Use Designation and zoning ordinance standards, Resolution CC 2026-__ Page 4 of 19
with permitted deviations, as allowed per the State Density Bonus Law.
The proposed project incorporates Spanish Colonial and Santa Barbara design elements, which fall within the broader Spanish Revival architectural style identified in GMC §
21.15.090 of the City’s Objective Design Standards (ODS). Many of the project’s site planning, architectural, and design features are consistent with, or substantially comply with, the ODS and provide an architectural character compatible with the surrounding residential development.
However, the project application was submitted prior to adoption of the ODS, and an SB 330 preliminary application was also filed with the City. As a result, the currently adopted ODS do not apply as mandatory development standards for this project.
Therefore, while the project has been reviewed for general design compatibility and consistency with the intent of the ODS, the applicant is not required to demonstrate full compliance with each current ODS provision.
3. The site is physically suitable for the type of development and can accommodate the development standards of this title or as is otherwise required.
FACT: The site is designed and graded to be physically suitable for the 28- unit single-family residential unit development. The project site has frontage on Route 66, which provides access and connections to existing public utilities. The Fire Department has reviewed and accepted the site layout. The project includes three (3) affordable units to income-restricted buyers, thereby qualifying the development for benefits under the State Density Bonus Law .
4. The site is physically suitable for the proposed density of development.
FACT: The proposed site is designed and graded to be physically suitable for the 28-unit, single-family residential development. The project density of 28 units on approximately 3.7 acres is suitable for the Low/Medium Density set forth in the General Plan. The proposed density is permitted pursuant to State Density Bonus Law (Government Code §65915) and exceeds the minimum density requirements of the General Plan. The additional density is allowed as a density bonus under State law and, therefore, does not result in an inconsistency with the General Plan or GMC.
5. The design of the subdivision or the proposed improvements are not likely to cause substantial environmental damage or substantially injure fish or wildlife or their habitat.
FACT: The subject site is located within an established urban neighborhood and the 28-unit residential subdivision is considered an infill project. Based on review of the proposed project’s eligibility for a Class 32 Categorical Exemption (Infill Development Projects) under CEQA Guidelines §15332, the project satisfies exemption criteria, including consistency with the General Plan and GMC; location within City limits and surrounded by urban uses; no value as a habitat for endangered, rare, or threatened species; no significant effects on traffic, noise, air quality, or water quality; and adequate utilities and public services.
Resolution CC 2026-__ Page 5 of 19
6. The design of the subdivision or type of improvements is not likely to cause serious public health, safety, or welfare problems.
FACT: The design of the subdivision and the proposed improvements will not result in public health, safety, and welfare problems. The subdivision includes private and common open space for recreational opportunities for residents. The subdivision design complies with Los Angeles County Fire Department emergency vehicle access requirements. Construction plans for the proposed development shall be required to comply with all applicable local, State, and County codes, regulations, and standards relating to site development, building construction, public improvements, health and safety, fire protection, accessibility, and infrastructure improvements.
7. The design of the subdivision or the type of improvements will not conflict with easements, acquired by the public at large, for access through or use of, property within the proposed subdivision.
FACT: The subdivision will not conflict with any existing public easements and new easements will be recorded as necessary for public utilities, drainage, and other issues required to serve the project.
SECTION 4. The City Council hereby makes Findings of Facts, regarding the Development Plan Review (DPR), which are hereby incorporated in full as follows:
FINDINGS OF FACT FOR DEVELOPMENT PLAN REVIEW
1. The use is authorized by Development Plan Review pursuant to this title.
FACT: Pursuant to Glendora Municipal Code (GMC) §21.02.040(B), the construction of residential project is permitted with the approval of a Development Plan Review application. The project consists of (28) single-family residential units, and was recommended for approval by the Planning Commission. As such, the project is authorized by Development Plan Review.
2. The use is consistent with the general plan and other applicable plans.
FACT: The proposed development of residential homes is consistent with the General Plan and complies with the applicable goals, objectives, and policies of the City's General Elements. The residential development provides a diverse housing choice for future residents (Land Use Element Goal LU-7: A diverse range of housing choices; LU-10: Quality Infill Development; LU-18: Compatibility of Adjacent Uses; & LU-21:
Preservation of Neighborhood Character). The subject site is located within a neighborhood with access to commercial areas and multiple transportation options (Housing Element Goal 3: Range of Housing Opportunities). The development project will use the latest energy conservation features to conserve natural resources and lower energy costs. The development project includes mitigation measures to ensure that noise and vibration will not exceed normally accepted levels (Noise Element Goal N-3:
Coordinated Land Use Planning and Noise Mitigation). The development project complies with the General Plan Land Use Designation and zoning ordinance standards, Resolution CC 2026-__ Page 6 of 19
with permitted deviations. Finally, the Route 66 Corridor Specific Plan identifies several areas that specifically relate to the project site’s development, which upon review have been determined to be compatible with the General Plan.
This property is identified in the General Plan Housing Element as part of RHNA Housing Site Area #51. As a Housing Element site, the property is required to develop at a minimum density equal to at least 80 percent of the maximum density allowed under the current General Plan designation. Based on the site’s Low/Medium Density Residential designation, this results in a minimum capacity of 18 units. The proposed 28- unit project exceeds this Housing Element minimum capacity.
Separately, the proposed 28 units also exceed the base maximum density otherwise allowed under the General Plan and R-1 zoning standards. However, the project includes three income-restricted affordable units, consisting of two very lowincome units and one lower-income unit, thereby qualifying the development for additional density and related benefits under State Density Bonus Law. As a result, the project’s proposed density of 28-units is permitted through State Density Bonus Law and does not create an inconsistency with the General Plan or zoning.
3. The site can accommodate the development standards of this title or as is otherwise required.
FACT: The proposed project site is zoned Single-Family Residential (R-1) and is approximately 3.7 acres in size. The proposed residential project consists of 28 detached residential units with attached two-car garages. The proposed density and development plan are designed to comply with applicable local development standards and requirements, except where deviations, waivers, incentives, or concessions are permitted pursuant to State law.
The project site is of sufficient size and configuration to accommodate the proposed development in an orderly and functional manner. The development is designed such that each two-story residential unit is detached and located on its own individual fee simple lot. While the project includes a homeowners’ association (HOA) for the maintenance and operation of common areas and shared improvements, the development is not proposed as a condominium project.
4. The site is adequately served by streets, utilities, and other services, facilities and improvements.
FACT: The subject property has proposed street access from Route 66.
The site is served by services and utilities provided by Athens Waste Disposal, Los Angeles County Sanitation District, City of Glendora Water Division, Glendora Police Department, Los Angeles County Fire Department, Southern California Edison, Los Angeles County Flood Control District, and all other public and private services necessary to accommodate the operation of a 28-unit single-family residential development.
The proposed project will also include new vehicular and pedestrian access improvements along Route 66, including driveway access and sidewalk improvements Resolution CC 2026-__ Page 7 of 19
designed to provide safe and efficient circulation for residents, visitors, and pedestrians.
The proposed access and frontage improvements are designed to accommodate anticipated project traffic and enhance pedestrian connectivity and safety along the project frontage.
5. The use will not adversely affect the character and integrity of the area, the utility and value of properties in the area, and the health, safety and welfare of the public.
FACT: The proposed project will result in the construction of 28 single-family residential units within an established urban neighborhood containing both residential and commercial uses. Therefore, the proposed single-family residential project is compatible with the surrounding neighborhood and existing land use pattern. The development of the subject property will not adversely affect the character and integrity of the area, the utility or value of surrounding properties, or the health, safety, and welfare of the public.
The project will redevelop an existing underutilized property with a new residential neighborhood community consisting of detached single-family homes on individual fee simple lots, together with associated private streets, landscaping, and common area improvements maintained through a homeowners’ association (HOA). The proposed development is designed to provide an organized and cohesive residential environment that is compatible with surrounding development and consistent with the City’s residential character.
In addition, the project will not create any serious health, safety, or welfare concerns, as all project design and construction activities will be required to comply with all applicable local, State, and federal codes and regulations, including zoning, building, fire, grading, drainage, and public safety requirements.
SECTION 5. The City Council hereby adopts a Notice of Exemption (NOE) as detailed above, pursuant CEQA Guidelines §15332.
SECTION 6. The City Council hereby approves the TTM and DPR (Project File No. PLN25-5043) for the subdivision and development of a 28-unit, single-family, residential unit project as set forth herein and as depicted on the project plans attached to the City Council Agenda Report for PLN25-5043, and after determining that the project meets the requirements of GMC §21.02.040 and the California Subdivision Map Act, subject to the following Conditions of Approval:
CONDITIONS OF APPROVAL
1. The Applicant shall sign and submit to the Planning Division a statement indicating agreement with an acceptance of the adopted Conditions of Approval prior to the issuance of grading and building permits.
2. The subject property shall be developed in substantial conformance with project plans attached to the City Council Agenda Report for PLN25-5043, as modified by these Conditions of Approval.
Resolution CC 2026-__ Page 8 of 19
3. The City shall have the right of entry to inspect the premises to verify compliance with the Conditions of Approval and the Glendora Municipal Code.
4. The City shall retain the right and the jurisdiction to review the TTM and DPR (No.
PLN25-5043) in the event the use conducted herein is modified, changed in scope, or the owner or operator seeks to expand, alter, reconfigure, or change the use. This reservation of the right of review is in addition to, and not in lieu of, the right of the City to review and revoke the TTM and DPR (Project File No. PLN25-5043) or to modify the permit for any violation of the Conditions imposed.
5. The Applicant agrees as a condition of issuance of this entitlement to indemnify, protect, defend, and hold harmless, the City, and any agency or instrumentality thereof, and its elected and appointed officials, officers, employees and agents, from and against any and all liabilities, claims, actions, causes or action, proceedings, suits, damages, judgments, liens, levies, costs and expenses of whatever nature, including reasonable attorney’s fees and disbursements (collectively, “Claims”) arising out of or in any way relating to the issuance of this entitlement, any actions taken by the City related to this entitlement or the environmental review conducted under the California Environmental Quality Act, Public Resources Code §21000 et seq., for this entitlement and related actions.
Planning
6. The Applicant shall maintain consistency with the approved architectural plans including colors and materials submitted to the Planning Division. Modification(s) of the approved building elevations, including but not limited to, changes of finished material(s) or alterations to building articulation are not permitted without prior written approval from the Community Development Director. Requests shall be made in writing and include:
a. A written and illustrative description of the proposed revision; and b. The reason and justification for the request.
In approving a revision, the Director shall find that the requested modification is minor and substantially conforms with the approved architectural plans.
7. The delivery of materials and equipment and the outdoor use of equipment, hammers, and power tools shall be limited to the hours between 7:00 a.m. and 6:00 p.m., Monday through Friday, with no work allowed on Saturdays, Sundays, or Federal holidays, with the exception of interior work. Outdoor yard work is permitted, wherein it does not involve heavy equipment or noise-producing equipment.
8. A final wall and fence plan shall be submitted to the Planning Division for review and approval prior to the issuance of building permits. Approved walls and fences shall be installed prior to final occupancy.
9. The Applicant shall prepare Covenants, Conditions, and Restrictions (CC&Rs) for the development including articles establishing a Home Owner’s Association (HOA). A copy of the draft CC&Rs shall be submitted to the Planning Division and City Attorney for review and approval prior to Final Map approval. The Applicant will be responsible for payment to cover all City staff and City Attorney time required to review said CC&Rs. A Resolution CC 2026-__ Page 9 of 19
recorded copy of the approved CC&Rs shall be submitted to the Planning Division prior to final occupancy as well as final payment to cover any City costs for review. CC&Rs shall include the following requirements:
a. The HOA shall maintain all common areas including sidewalks, lighting, landscaping, irrigation, recreation equipment, fixtures, and other improvements. Private driveways shall be maintained by homeowners. b. The HOA shall maintain all landscaped areas, except private front and rear yards.
c. The HOA shall review and approve all front yard landscape improvements and plant installations, following initial installation by developer. d. The HOA shall provide all water needed for irrigation of the common landscaped areas and for any landscaping and trees in the public right-ofway fronting the project. e. The HOA shall maintain landscaping and irrigation in the public right-ofway. f. The CC&Rs shall clearly identify building and site maintenance responsibilities.
g. The CC&Rs shall specify that the parking and/or storage of recreational vehicles, boats, trailers (recreational or business-related) equipment, and similar such vehicles, is prohibited everywhere onsite. h. The CC&Rs shall require that residents use the provided garages and private driveway assigned to their unit to park their vehicles and not for long-term storage.
i. The CC&Rs shall include a time limit for guest parking space use. j. The CC&Rs shall not be amended without the written consent of the City of Glendora.
k. All maintenance shall be performed to the satisfaction of a duly authorized official of the City and no public nuisances shall be created. l. The City shall be listed as a third-party beneficiary to the CC&Rs and should have the right to enforce the provisions of the CC&Rs including, but not limited to, the lien rights to recover costs of enforcement.
10. The Applicant is responsible for submitting forms and fees associated with the formal assignment of addresses for each residential unit. The process is initiated with the Community Development Department (Planning Division) and is concluded by the City Clerk’s Office.
11. The project is subject to compliance with the City’s Community Art Program (CAP) - Ordinance 2083 and Resolution CC 2024-04. As per the requirements outlined in GMC §21.03.150, applicable projects are required to install approved artwork in conjunction with their project (encouraged) or pay an in-lieu contribution equal to a minimum percentage of the total building permit valuation (BPV). Specifically, this project must adhere to the following guidelines adopted into the City’s Master Fee Schedule: New Resolution CC 2026-__ Page 10 of 19
residential developments consisting of 11 or more units/houses and new mixed-use with residential as the primary component - An artwork installation approved by the city or an in-lieu contribution equal to 0.25% of the BPV is required. To ensure compliance with the CAP, the applicant must submit a CAP application and coordinate with the City’s Planning Division. Approval of CAP application is required prior to building permit issuance.
12. The Applicant shall enter into an Affordable Housing Agreement (AHA) with the City prior to issuance of the first residential building permit. The AHA shall address the Project’s use of State Density Bonus Law and SB 330 replacement unit requirements, including the provision of three (3) income-restricted affordable units, consisting of two (2) very low-income units and one (1) low-income unit, unless otherwise confirmed by the City’s Economic Development and Housing Division prior to execution of the AHA. The AHA shall also address the applicable affordability term, buyer eligibility, monitoring, resale restrictions, and any other implementation requirements. The Applicant shall be responsible for actual costs incurred by the City associated with the application, preparation, legal review, and processing of the AHA.
13. All mechanical equipment, including air conditioning units, for the units along West Route 66 Highway, shall be screened from street view with landscape and/or physical screening barriers.
14. All plans submitted for building, grading and landscape plan checks shall show consistency in building and unit numbering.
Landscaping
15. A Water Efficient Landscaping Application and MWELO compliance shall be completed and submitted to both the Planning Division (for landscape) and the Water Division (for irrigation) for review and approval prior to the issuance of building permits.
The plan shall be prepared by a licensed landscape architect and shall demonstrate compliance with the Water Efficient Landscape Ordinance (Assembly Bill 1881).
Approved landscaping and irrigation shall be installed prior to final occupancy (GMC §21.03.060). This plan shall also address existing tree removal replacement requirements per City code/policies.
16. Pedestrian path crossings of the drive aisle (crosswalks) and project entrances shall utilize decorative paving and should be shown on the landscape plan submitted to the Planning Division.
17. All light fixtures, including freestanding and building-mounted, shall be decorative and complementary to the architectural style of the buildings and shall be subject to approval by the Planning Division, prior to building permit issuance.
18. All common area landscaping shall be installed by the developer and maintained by the HOA.
Air Quality
Resolution CC 2026-__ Page 11 of 19
19. The best available control measures to minimize fugitive dust emissions shall be utilized, including but not limited to watering soils as necessary to minimize dust generation. (SCAQMD Rule No. 403)
Building & Safety Division
20. The construction documents, when submitted for building permits, must show detailed compliance with the current California Building Standards Code, including, but not limited to, the following codes:
a. California Building Code (CBC)
b. California Residential Code (CRC)
c. California Electrical Code (CEC)
d. California Mechanical Code (CMC)
e. California Plumbing Code (CPC)
f. California Energy Code (CEnC)
g. California Fire Code (CFC) including LA County amendments. h. California Green Building Standards Code (CalGreen)
i. Glendora Municipal Code
21. Approval from the Los Angeles County Fire Department (LACoFD) is required.
22. Park Development Fees for new development shall be applied.
23. A Certificate of Compliance from the school district is required.
24. A Geotechnical Investigation Report is required.
25. An automatic fire sprinkler system is required.
26. An engineered design provided by a State of California Registered Design Professional is required.
27. A demolition permit is required for the demolition of existing structure(s). This requires a separate permit application and plan submittal to the Building Division. This demolition permit must be issued prior to the building permit.
28. An asbestos survey report, prepared by a Certified Asbestos Consultant, is required to be submitted along with the demolition plan submittal.
29. Underground storage tanks or septic systems discovered during demolition must be properly removed and disposed of in accordance with all applicable federal, state, and local regulations
30. Retaining walls shall be a separate submittal to the Building Division, with the walls accurately shown on a grading plan approved by the City of Glendora Engineering Division.
31. Additional submittal requirements can be found on the Submittal Requirements Resolution CC 2026-__ Page 12 of 19
List available at:https://www.cityofglendora.gov/files/assets/city/v/1/community-development/buildingdivision/documents/submitreqsmatrixlist-multifamilymixeduse_1.pdf Water Division
32. A current LACoFD fire flow form 195 test must be approved prior to building permit issuance. This shall be performed to determine water availability and fire sprinkler design.
Application and test fees to be paid to the City of Glendora.
33. A public water improvement plan will be required for this project. The plan must include approved city construction standards and materials for the domestic and fire water services in the public right-of-way on E Route 66. The submittal must be complete and contain sufficient information to demonstrate full compliance with city standards for plan check approval. Submittals shall be received and approved by Public Works Water Division prior to permit issuance.
34. A private (on-site) water improvement plan will be required for this project. The plan must include approved city construction standards and materials for the domestic and fire water services for on-site usage. The submittal must be complete and contain sufficient information to demonstrate full compliance with city standards for plan check approval. The private water improvement plan will be submitted to the Building Division for plan check and will be reviewed and approved by Public Works Water, Land Development, Building and Planning Divisions, prior to permit issuance.
35. Installation of approved backflow prevention assemblies for both the domestic and fire water connections will be required. The backflow assemblies must be approved from the USC Foundation for Cross Connection Control, City of Glendora Cross Connection Control Plan and suitable for potable water. The assembly shall be installed on private property and conform to City of Glendora standards for construction.
36. All newly installed backflow prevention assemblies shall be tested by a tester certified through the American Water Works Association California–Nevada Section (CANV AWWA) or another certification program approved by the City of Glendora. Test reports and certification documentation shall be submitted to the City of Glendora for review. Final acceptance of all certification reports shall be at the discretion of the City of Glendora.
37. A dedicated easement is required for the installation of the proposed 8-inch fire service main, 4-inch domestic service main, vault and backflow prevention assemblies.
The dedicated easement shall be shown on the final tract map and any other applicable sheets. Documentation of the recorded easement will be required for final acceptance of water improvements.
38. All off-site improvements in the City of Glendora right of way will require an approved encroachment permit. Permit must be applied for and approved through the City of Glendora Public Works Department.
39. All work related to the water service installation and backflow preventer assemblies shall be subject to inspection by authorized City of Glendora personnel. Please contact Resolution CC 2026-__ Page 13 of 19
the City of Glendora Water Division at (626) 852-4838 to schedule inspections and project requirements.
Land Development Division
SITE DEVELOPMENT
40. The following engineering maps, drawings, and reports are required for this project: tentative tract map; phase 1 environmental study; final tract map; rough grading and drainage plan; erosion control plan; LID plan; wall and fence plan; precise grading and drainage plan; composite utility plan; public water plan; private water plans for domestic water and fire water supply; public street improvement plan and profile; storm water pollution prevention plan; construction staging plan; geotechnical report; drainage studies (including hydrology, hydraulics, and low impact development); and focused sewer study. As-built drawings for these plans will be required after construction has been completed in order to accept the improvements. The California Building Code (latest adopted edition), the Glendora Municipal Code, the LA County Low Impact Development Standards Manual, City of Glendora Engineering Standards and Specifications, the California Fire Code with LA County Amendments, and the U.S. Postal Service Handbook PO-632 apply to this project. Engineering will also review drawings related to the building plan checks and planning reviews including landscaping plans, on-site lighting plans, and site plumbing and electrical plans. Engineering plan checks and all Public Works and Engineering permit applications must submitted through the City’s Civic Access Portal.
Project plan check and report review fees are invoiced and paid through the City’s Civic Access Portal as well.
41. Glendora Municipal Code (GMC) Sections 19.12.020 and 20.36 require the undergrounding of electrical utilities in new developments. Per Applicant’s waiver request to relocate two (2) existing poles to the north side of the property (most northeasterly corner of the property), the Applicant shall coordinate with utility agencies as necessary.
42. Together with the Civil Engineering Drawings prepared for the project, prepare and submit for plan check, a Composite Utility Plan showing all existing utilities to remain, to be relocated, or to be removed and all proposed utilities to be installed on-site and offsite for this project. Indicate the utility agency or company of all existing utilities; provide drawings, details, notes, and specifications for the proposed utility work. Plan checks are submitted through the City’s Civic Access Portal. LD Engineering Planning Review (Entitlement) Page 3 of 6 PLN25-5043 VTTM 84970 (Application Review for a Proposed Subdivision)
43. For L.A. County Fire Department requirements, contact the Fire Prevention Division at (323) 8904132. Fire flow tests will be required. Contact the Public Works desk at (626) 914-8246 should you choose to move forward by scheduling the test. Fire Department reviews are submitted through the County’s EPIC-LA Portal.
44. A final tract map is required and shall be submitted at time of plan check. The final map will be reviewed for technical accuracy by the City’s contract Land Surveyor.
Developer is responsible for all such costs. A title report/subdivision report less than 6 months old is required at the time of submittal. Include copies of all underlying Resolution CC 2026-__ Page 14 of 19
documents/easements of record referenced in the title report. The Surveyor preparing the map must follow Glendora Municipal Code 20.12.010 as well as the California Subdivision Map Act and the LA County Guide to Preparation of Final Maps. Show all easements on the property with the proper labels, identifications, and dimensions. Refer to the City’s final map review sheet for detailed requirements. Map checks are submitted through the City’s Civic Access Portal.
45. An Indemnity Agreement and a Subdivision Improvement Agreement must be signed by the developer and approved by the City prior to final map approval. The developer will submit the final map to the City’s contract Land Surveyor for technical review. The Developer is responsible for all fees associated with this review. All civil engineering drawings, reports, and studies must be signed and sealed by the engineer of record/responsible engineer. Faithful Performance and Payment Bonds for proposed improvements are required when the Final Map is submitted for approval prior to the completion and acceptance of the subdivision improvements.
46. Driveway widths and turning radii will be reviewed and approved by L.A. County Fire Department for accessibility during the plan check phase.
STORM WATER
47. This project is required to comply with the Federal NPDES and State Municipal Separate Storm Sewer System (MS4) requirements. Projects subject to the MS4 are to implement post-construction low impact development (LID) storm water runoff water quality control measures as a way to reduce downstream runoff. Follow Section
21.03.090 of Glendora Municipal Code to determine Applicability and Performance Criteria. A final and complete LID Report and Plans for the construction of LID improvements will be required for the project, and it must be submitted for review at time of first plan check. Follow LA County LID Standards Manual for design and format of LID Report. The soils engineer of record must review and approve the infiltration system.
Refer to the City’s drainage and storm water requirements for detailed information.
Engineering plan checks are submitted through the City’s Civic Access Portal.
48. This project is required to comply with the State Construction NPDES permit. This requires a Storm Water Pollution Prevention Plan (SWPPP) for implementation during the construction phase of the project. The SWPPP must be prepared by a Qualified SWPPP Developer (QSD) and must be submitted through the City’s Civic Access Portal. for review and approval. The plan must be reviewed and approved prior to the issuance of the grading permit. The approved SWPPP must be implemented by a Qualified SWPPP Practitioner (QSP) during construction. Detailed plans for erosion control must be included, and they shall include all necessary BMPs and follow the City’s erosion control requirements.
GRADING AND DRAINAGE
49. A Rough Grading and Drainage Plan and a Precise, Finished Grading Plan are required together with supporting documents (geotechnical, drainage/hydrology/LID reports/plans) and must be submitted with the first plan check. The plans shall include wall plans, details, sections, profiles, and information needed to construct the pads, Resolution CC 2026-__ Page 15 of 19
driveways, drainage facilities, and walls for the project. The recommendations of the geotechnical engineer of record and will be reviewed according to the City’s Grading Plan Requirements. A permit from the City of Glendora and a grading bond will be required prior to the start of construction. Show all existing and proposed easements on the improvement plans. Label, dimension, and identify easement holders. Complete and provide a copy of the City’s Grading Plan Checklist with first plan check. Grading plan checks are submitted through the City’s Civic Access Portal.
50. All structural BMPs for the project must be shown in detail on the grading plans.
The grading plan will need to be reviewed/approved by the soils engineer. A minimum ½” per hour percolation rate must be verified by the soils engineer for the project via a percolation test and included in next submittal for any areas where storm water is proposed to be infiltrated.
51. A final geotechnical report is required, shall address over-excavation, and must be submitted at time of first engineering plan check through the City’s Civic Access Portal.
While the City does require reports be prepared following the L.A. County GMED manual, we have not adopted their building code. First submittal of the Grading Plan should be signed and stamped by the geotechnical engineer stating that the Grading Plan is in conformance to the geotechnical/soil engineer recommendations. After final grading plan approval, the grading plan Mylar will also be wet signed and stamped by the geotechnical engineer. As necessary, provide an update letter if the soils report is greater than one year old. The geotechnical report for this project may be peer reviewed by the city’s contract geotechnical engineer and/or geologist. The developer is responsible for all costs. A $1,500 deposit is required to cover review of the geotechnical report.
52. The Final Drainage Study Report is required at time of first engineering plan check, and it must follow the City’s Hydrology & Hydraulics report format and discuss the offsite stormwater run-on flows (if any) from properties surrounding the site. The report should analyze both off-site storm water run-on and on-site storm water flow. The report must be coordinated with the project LID Report. Engineering plan checks are submitted through the City’s Civic Access Portal. 14. Storm Drain Plans with profiles and details of proposed drains, inlets, and facilities may be required. For connection to a L.A. County storm drain, reports and plans required by the County must be submitted for City Engineering Review through the City’s Civic Access Portal and for L.A. County plan check and permitting.
Engineering plan checks are submitted through the City’s Civic Access Portal.
53. When grading plans are submitted for first plan check Engineering plan checks are submitted through the City’s Civic Access Portal, an invoice will be prepared and a fee is required based on the cubic yards of earth moved. A plan check fee will be collected at the time of first submittal based on the quantity on the submittal. Include over excavation and re-compaction quantity in calculation of the cut and fill quantities. At the time of issuing grading permit, final plan check fees will be adjusted accordingly with additional fees paid or refunded determined by final yardage. Grading Bond will be required.
UTILITIES (WATER)
54. Water is served by the City of Glendora. Comply with PW/Water Division conditions and requirements. Engineering drawings, maps, plans, and reports will be Resolution CC 2026-__ Page 16 of 19
reviewed by both PW/Water Division and Land Development Engineering. All reviews and plan checks are submitted through the City’s Civic Access Portal.
55. Frontage fees may apply to this project. Developer may be required to replace or upgrade the existing water lines serving the Project and upsize existing water lines as necessary to meet requirements stipulated in the water model performed for the proposed development. Water improvement plans shall be prepared in accordance with City guidelines, and they shall be submitted through the Civic Access Portal for plan check.
Contact the Water Division at (626) 9148249 to determine water service requirements.
56. Backflow prevention shall be provided per City Standard Detail 2.30 for structural fire protection (i.e., sprinklers) and landscape irrigation systems. Plans shall be submitted through the City’s Civic Access Portal.
57. Installation of public and/or private water mains is required to serve the proposed development. A separate plan submittal will be required for any new or upgraded water mains, fire hydrants or fire water lines which will serve the site. That plan is a separate submittal to the PWD/Water Division as well as the CDD/Land Development Division Engineering (via the City’s Civic Access Portal and L.A. County Fire Department (via the County’s EPIC-LA Portal) for review and approval. The plan will be prepared using a City of Glendora title block and must show the connection in the public right of way and must have a signature block for the L.A. County Fire Department. For L.A. County Fire Department requirements, please contact Fire Staff at (323) 890-4132.
58. If water easements or any other easements are required and not shown on the final tract map, follow the Engineering guidelines for preparing legal descriptions and plats. The City uses an outside land surveying firm to perform the review of any documents stamped by a land surveyor for which the developer is required to pay. The developer will be required to deposit $1,000 for the initial review of the document. Any unused funds are returned or if additional fees are required, an additional deposit will be requested. 21. Fire flow tests are required by LA County Fire Department. Contact the Public Works desk at (626) 914-8246 for more information and to schedule a test.
UTILITIES (SEWER)
59. The City of Glendora owns the sewer collection system, but it is operated and maintained for the City as part of the County’s Consolidated Sewer Maintenance District (CSMD). On-site sewer will be City of Glendora public sewer. Off-site sewer may require new or upgraded facilities. All public sewers require a sewer improvement plan and profile prepared in accordance with LA County CSMD Standards and Requirements. Sewer acreage and frontage charges may be applicable. The plan check process for any sewer improvement plans will go through both City of Glendora (through the City’s Civic Access Portal and Los Angeles County Public Works (via email to the CSMD) following County guidelines and requirements.
60. The treatment system for Glendora’s sewer is owned and operated by the Los Angeles County Sanitation District No.
Resolution CC 2026-__ Page 17 of 19
61. The developer’s Civil Engineer will need to contact the District to obtain a treatment will serve letter as well as pay the appropriate fees. For further information, contact District Staff at (562) 908-4288, extension 2717.
STREET IMPROVEMENTS
62. A street improvement plan is required. All plans shall be prepared in accordance with City of Glendora standards and requirements. Street improvements for this project will include a new driveway entrance; new concrete sidewalk, curb, and gutter between the project entrance and the Route 66 / Compromise Line Road intersection; rehabilitating the pavement on the south half of Route 66 along the project frontage. Damaged or nonstandard improvements and facilities must be reconstructed per City Standards. Plans shall be submitted through the City’s Civic Access Portal.
63. A geometric signing and striping plan for Route 66 from the west end of the project site to the Route 66 / Compromise Line Road intersection is required. Plans shall be submitted through the City’s Civic Access Portal.
64. New street lights may be required along the project frontage. A street light study/review of existing/proposed street lights is required to determine exact number and locations of street lights for this project. The study shall be submitted with the street improvement plan first check. All new street lights shall be shown on the street improvement plans for this project. Study, review, and proposed design of street lights shall be coordinated with SCE and the Land Development Division.
65. Any and all street improvements, utility, and trench work require a permit from the City of Glendora Public Works Department. All works shall be constructed in accordance with the City’s standards and specifications.
66. Construction temporary traffic control plans for Route 66 and any signing and striping plans for the public streets must be prepared and submitted to the City Land Development Division for review/approval during the plan check phase. Plans shall be submitted through the City’s Civic Access Portal.
LANDSCAPE/IRRIGATION PLAN
67. Landscape/Irrigation Plan will be processed through both the Planning Department (for landscape) and the Water Division (for irrigation). All the irrigation and landscape plans shall be Water Efficient. They shall be submitted at time of first plan check through the City’s Civic Access Portal.
WASTE MANAGEMENT
68. All construction, demolition, and renovation projects within the city with a total valuation cost for the new or remodeled construction as determined by the City Building Official which are, or projected to be, greater than or equal to one hundred thousand dollars shall submit a Waste Management Plan to the Public Works Department for review and approval prior to issuance of any permits in compliance with the City’s Construction and Demolition Ordinance No. 1811. The approved Waste Management Plan shall be Resolution CC 2026-__ Page 18 of 19
implemented upon start of demolition, grading, and construction and maintained throughout the project until issuance of a certificate of occupancy. The City may review and amend the plan as needed. Guidelines are available from the recycling coordinator (GMC 6.09).
Los Angeles County Fire Department
69. A digital copy of the Final Map shall be submitted to the Fire Department's Land Development Unit for review and approval prior to recordation. Submittal shall be provided through EPIC-LA using the following Plan Type: Fire Land Development–City Request–Final Map - Tract.
70. Install 1 public fire hydrant as noted by the Fire Department on the Tentative Map/Fire Access Plan. The required fire flow for the public fire hydrants for this project is 500 gpm at 20 psi residual pressure for 1/2 hour. All required public fire hydrants shall be installed, tested and accepted prior to beginning construction. All fire hydrants shall measure 6”x 4"x 2-1/2" brass or bronze, conforming to current AWWA standard C503 or approved equal, and shall be installed in accordance with the County of Los Angeles Fire Code.
71. Install 2 private fire hydrants as noted by the Fire Department on the Tentative Map/Fire Access Plan. The required fire flow from the private fire hydrants is 1250 GPM @ 20 psi residual pressure for 2 hours. All required private fire hydrants shall be installed, tested and approved prior to building occupancy.
Term
72. The approved use and/or construction work shall commence within twenty-four (24) months after the effective date of the approval, or such other period specified as a condition of approval and shall be carried on diligently to completion. If the use or construction work is not started within the required time and carried on diligently to completion, the permit shall become void; however, the Director may extend the time limit in the case of unavoidable delay. The applicant must submit a written request to the reviewing body or Director for a time extension at least thirty days before the original time limit expires. Consideration of a time extension does not require a public hearing even if a hearing was required for the original permit. (GMC §21.02.010 E.) Enforcement
73. The Applicant shall pay the costs of any code enforcement activities, including attorney’s fees, resulting from the violation of any conditions of approval or any provision of the GMC. (GMC §1.18)
74. Any violation of the Zoning Ordinance or any entitlement granted is considered a misdemeanor punishable by a fine not to exceed one thousand dollars ($1,000.00) and/or by imprisonment in the County jail for a period not to exceed six (6) months. Each day or portion of a day during which any violation of the Zoning Ordinance occurs or continues constitutes a separate offense and shall be punishable as provided. (GMC §21.01.030 H.)
Resolution CC 2026-__ Page 19 of 19
SECTION 7. The City Clerk shall certify to the passage and adoption of this Resolution and shall enter the same in the Book of Original Resolutions.
SECTION 8. The Mayor shall sign this Resolution and the City Clerk shall attest and certify to the passage and adoption of this Resolution, and the same shall thereupon take effect on _________, 2026 subject to a 15 calendar-day appeal and be enforced in accordance with the terms and conditions thereof.
PASSED, APPROVED AND ADOPTED by the City Council of the City of Glendora this __ day of ________, 2026.
BY:
DAVID FREDENDALL
Mayor
APPROVED AS TO FORM:
Aleshire & Wynder, LLP
DANNY ALESHIRE
City Attorney
CERTIFICATION
I, do hereby certify that the foregoing Resolution was duly adopted by the City Council of the City of Glendora at a regular meeting held on the ___ day of ______, 2026, by the following vote:
AYES: MEMBERS:
NOES: MEMBERS:
ABSENT: MEMBERS:
ABSTAIN: MEMBERS:
Dated:
KATHLEEN R. SESSMAN
City Clerk/Communications Director
CITY OF GLENDORA
116 East Foothill Boulevard, Glendora, California 91741
NOTICE OF EXEMPTION
Project Title: PLN25-5043
Project Location: 1706 E. Route 66, Glendora, CA
Project Applicant: Matthew Waken
Mailing Address: 27702 Crown Valley Parkway, Ste D4-197, Ladera Ranch, CA 92694 General Plan Land Use Designation: Low/Medium Density Residential (3.1-6 du/ac) Zoning Designation: R-1 (Single-family Residential)
Project Description: The project involves a Tentative Tract Map and Development Plan Review for a two-story single-family residential development of 28 units.
Surrounding Land Uses and Setting: Properties surrounding the site are zoned single-family residential, rural hillside residential, and multiple-family residential to the north.
The Planning Commission recommends the following exempt status / findings:
Ministerial (Sec. 15073)
Declared Emergency (Sec. 15071(a))
Emergency Project (Sec. 15071(b) and (c))
Categorical Exemption
Type: Class 32 Section: 15332 (In-fill Development Project) Statutory Exemption. Code Number:
Other
Reasons why project is exempt: CEQA requires analysis of agency approvals of discretionary “Projects.” A “Project,” under CEQA, is defined as “the whole of an action, which has a potential for resulting in either a direct physical change in the environment, or a reasonable foreseeable indirect physical change in the environment” (State CEQA Guidelines Section 15378). The proposed Project is a project under CEQA.
Staff has reviewed the Project and determined that it is categorically exempt from CEQA review pursuant to the following:
15332 (In-Fill Development Project) – Class 32: This categorical exemption applies to projects that are characterized as infill development and meet specified requirements. The Project qualifies as infill development because it satisfies each of the following conditions:
a. The project is consistent with the applicable General Plan policies, and zoning designation and regulations. The proposed TTM and DPR are consistent with the City’s General Plan Land Use Element of Low/Medium Density. The development project complies with the General Plan Land Use Designation and zoning ordinance standards, with permitted deviations/waivers.
b. The proposed development occurs within city limits on a project site of no more than five acres substantially surrounded by urban uses. The site is surrounded by single-family residential uses to the north, south, east, and west.
c. The project site has no value, as habitat for endangered, rare, or threatened species. The project site has no value as habitat for endangered, rare or threatened species as the surrounding areas are fully developed.
d. Approval of the project would not result in any significant effects relating to traffic, noise, air quality, or water quality.
a. Noise. Noise from the Project would be subject to the noise thresholds established by ordinance, consistent with the General Plan and incorporate automatic volume control levels.
b. Air Quality. Air quality thresholds are established through the South Coast Air Quality Management District. The Project would not exceed these established thresholds.
c. Water Quality. The Project has been conditioned to comply with an applicable Water Quality Management and Best Management Practices to reduce or eliminate potential impacts from water runoff from the site, although all stormwater items are already existing and in place.
e. The site can be adequately served by all required utilities an public services. The project site will be served by local utilities and services.
Date:
Jeff Kugel, Director of Community Development
The above recommended exempt status and findings were adopted by the following body:
City of Glendora City Council on June 23, 2026
Date:
Yalini Siva, Senior Planner (626) 914-8213
A0.0 COVER SHEET BUILDER/DEVELOPER: MW INVESTMENTS, LLC 27702 CROWN VALLEY PKWY SUITE D-4-197 LADERA RANCH, CA 92694 ARCHITECT: KTGY GROUP, INC 17911 VON KARMAN AVE SUITE 200 IRVINE, CA 92614 CIVIL: C&V CONSULTING, INC. 9830 IRVINE CENTER DRIVE IRVINE, CA 92618 LANDSCAPE: STUDIO PAD, INC 23282 MILL CREEK DRIVE SUITE 200 LAGUNA HILLS, CA 92653 MOUNTAIN VIEW CROSSING 1706 E. ROUTE 66 & 1675 INOLA ST. GLENDORA, CALIFORNIA 8654-001-036, 8654-001-037, &8654-001-038 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC.
Compromise Line Rd.
Remuda Dr. Inola St. Railroad E. Rte 66 LANDSCAPE CONCEPTUAL LANDSCAPE PLAN COMMUNITY GATHERING SPACE ENLARGEMENT DOG PARK ENLARGEMENT CITY ROW ENLARGEMENT CONCEPTUAL WALL & FENCES PLAN CONCEPTUAL PLANTING PLAN CONCEPTUAL PEDESTRIAN CIRCULATION PLAN CONCEPTUAL TRASH AND CIRCULATION EXHIBIT CONCEPTUAL PHOTOMETRICS & LOW VOLTAGE LIGHTING PLAN L-1 L-2 L-3 L-4 L-5 L-6 L-7 L-8 L-9CIVIL ARCHITECTURE COVER SHEET SHEET INDEX ARCHITECTURAL SITE PLAN CONSTRUCTION PHASING PLAN EXISTING SITE IMAGES CONCEPTUAL RENDERING 1 CONCEPTUAL RENDERING 2 CONCEPTUAL RENDERING 3 CONCEPTUAL RENDERING 4 INSPIRATION BOARD ENLARGED DETAILS BOARD INSPIRATION BOARD ENLARGED DETAILS BOARD PLAN 1A ELEVATIONS PLAN 1A FLOOR PLANS PLAN 1A ROOF PLAN PLAN 1 ELEVATIONS PLAN 1 ELEVATIONS PLAN 1 ELEVATIONS PLAN 1 FLOOR PLANS PLAN 1 FLOOR PLANS PLAN 1 ROOF PLANS PLAN 2 ELEVATIONS PLAN 2 ELEVATIONS PLAN 2 ELEVATIONS PLAN 2 ELEVATIONS PLAN 2 FLOOR PLANS PLAN 2 FLOOR PLANS PLAN 2 FLOOR PLANS PLAN 2 ROOF PLANS PLAN 3 ELEVATIONS PLAN 3 ELEVATIONS PLAN 3 ELEVATIONS PLAN 3 ELEVATIONS PLAN 3 FLOOR PLANS PLAN 3 FLOOR PLANS PLAN 3 ROOF PLANS COLOR & MATERIAL BOARD COLOR & MATERIAL BOARD A0.0 A0.1 A1.0 A1.1 A1.2 A1.3 A1.4 A1.5 A1.6 A1.7 A1.8 A1.9 A1.10 A2.0 A2.1 A2.2 A3.0 A3.0.1 A3.0.2 A3.1 A3.2 A3.3 A4.0 A4.0.1 A4.0.2 A4.0.3 A4.1 A4.2 A4.3 A4.4 A5.0 A5.0.1 A5.0.2 A5.0.3 A5.1 A5.2 A5.3 A6.0 A6.1 SHEET INDEX A0.1 INDEX SHEET PROJECT SITE VICINITY MAP (1:300) ALTA / NPS LAND TITLE SURVEY ALTA / NPS LAND TITLE SURVEY EXISTING CONDITIONS SITE PLAN VESTING TENTATIVE TRACT MAP EASEMENT NOTES ENTITLEMENT SUBMITTAL GRADING PLAN ENTITLEMENT SUBMITTAL SECTIONS ENTITLEMENT SUBMITTAL UTILITY PLAN ENTITLEMENT SUBMITTAL EARTHWORK PLAN ENTITLEMENT SUBMITTAL FIRE ACCESS & HYDRANT LOCATION PLAN FIRE FLOW TEST RESULTS 1 OF 2 2 OF 2 1 OF 1 1 OF 8 2 OF 8 3 OF 8 4 OF 8 5 OF 8 6 OF 8 7 OF 8 8 OF 8 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. 312'
120' 240' 300' 120' 180'
360'
22'-0" TYP.TYP. 8'-0"
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Remuda Dr.
Inola St. Railroad
E. Rte 66
EXISTING
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APARTMENTS
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Open Space
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SINGLE FAMILY
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Passive
Open Space
Private Yard
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LACFD
Intermediate
Turn-Around
Dog Run/ Common
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Guest Parking
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9 6
10 14
17 7
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LOT 01
PLAN 1E
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PLAN 2E A-1
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PLAN 2
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661'-3"
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40'-6" 20'-0" 17'-9"
43'-0" 10'-0"
P1A P1 P2 P3
TYPICAL LOTS 20'-0"
10'-0"10'-0" 20'-0"
16'-0"
9'-0"9'-0"
ENTITLEMENT SUBMITTAL
GLENDORA, CA # 20241252 May 12, 2026
MOUNTAIN VIEW CROSSING
Architecture | Branding
Interiors | Planning
17911 Von Karman Ave,
Suite 200
Irvine, CA 92614
949.851.2133
ktgy.com
MW INVESTMENTS, LLC.
DEVELOPMENT SUMMARY SHEET
Address: 1706 E Route 66 & 1675 Inola St.
APN: 8654-001-036, 8654-001-037, & 8654-001-038
Site Area +3.7 ac (Gross)
City: Glendora
County: Los Angeles
Existing Zoning: R-1 Single Family Residential
General Plan: Low/Medium Density Residential
Existing Uses: 2 Single-Family Detached Homes and 2 Duplexes Fire Code California Fire Code
Fire Sprinkler Type: NFPA 13-D
Occupancy: R-3
Type of Construction: V-B
FAR: 0.40
Total Floor Area: 65,176 sf
Legal Description
This project is located in the City of Glendora, County of Los Angeles, State of California and comprises three parcels with the APNs 8654-001-036, 8654-001-037, and 8654-001-038. For more information, refer to Sheet 2 of the civil drawings.
State Density Bonus Requested: Affordable Lower Income Units at 10% Density Bonus (Rounding Up). Proposed State Density Bonus Law Article 4, Section 13-153, State Gov. Code 65915 (Allows Project with min. 5 units to provide units to qualify)
Total Units:
Base Density: 6 du/ac *3.7 ac = 22.2, round up to 23 units per State Density Bonus Law (DBL) for providing 10% Low Income Inclusionary Units
+ 20% DBL: 23 units * 20% = 4.6, round up to 5
Total Project Units: 23+5 = 28 units
Density: 7.6 du / ac
Because the Project will be providing 10% of the base units for low-income households, the Project results in 3 lower income units, calculated based on 23 units multiplied by 10% equaling 2.3 units, which is rounded up to 3 lower income units. With a 20% density bonus, the Project results in a total of 28 units, calculated based on 23 multiplied by 20% equaling 4.6 units, which is rounded up to 5 density bonus units.
When coupled with the Project's SB330 requirements described above, and in light of these Density Bonus Law calculations, the Project results in the following breakdown in residential units:
AFFORDABILITY LEVEL NUMBER OF UNITS
Very Low Income 2 (two) units
Lower Income 1 (one) unit
Market Rate 25 units
TOTAL: 28 units
UNIT MIX (GROSS)
Plan 1A - 3bd / 2.5ba - 40.5' x 75' Lot - 1,594 sf 3 Lots Plan 1 - 3bd + Opt. bd / 3ba - 43' x 75' Lot - 2,352 sf 6 Lots Plan 2 - 4bd / 3ba - 43' x 75' Lot - 2,402 sf 9 Lots
Plan 2 ALT 4bd / 3ba - 43' x 75' Lot - 2,437 sf 1 Lots
Plan 3 - 4bd / 4ba - 43' x 75' Lot - 2,479 sf 9 Lots
Total 65,260 sf 28 Lots
R-1 Single Family Residential Required Provided Waivers/Concessions Min. Lot Area 7,500 sf 3,105 sf W
Min. Lot Width 70' 40.14' W
Min. Lot Depth 100' 68.1' W
Max. Lot FAR 0.35 0.80 (2,479 sf / 3,105 sf) W
Max. Height 2-stories, 25' 28'-6" W
Front Setback 20' 10' to living, 20' to garage W
Side Setback 4' (1st), 5' (2-Story) 4' - 6' (1st & 2-Story) W Rear Setback 4' (1st), 25' (2-Story) 10' - 25' W
Parking Required 56(2 garage spaces / du) 56 garage spaces + 10 guest + 2 parallel + 56 driveway spaces
Total: 124 spaces (221% of Req. Parking)
Min. Paved Driveway 8'x20' (per parking space) 20' - 24' Parking Required Per State Density Bonus Law
0 units @ 1 bd: 1.0 sp/unit = N/A
9 units @ 2-3 bd: 1.5 sp/unit = 13.5
19 units @ 4 bd: 2.5 sp/unit = 47.5 Total Required: 61 spaces Parking Provided
Garage - 56 spaces
Driveway - 56 spaces
Guest Parking - 10 spaces
Parallel Parking - 2 spaces
Total Provided = 124 spaces (Surplus - 63 spaces)
0 20 40 80
Project
Entry
A1.0
ELEVATION TYPE / COLOR SCHEME
PLOTTING
X-#
A - SPANISH COLONIAL
B - SANTA BARBARA
FOR COLOR SCHEMES, SEE SHEETS
A6.0 & A6.1
Color Scheme
Elevation
ARCHITECTURAL & PARKING
SITE PLAN
#
# Existing Site Views (See Sheet A1.2)
# Rendered Views (See Sheet A1.3, A1.4 & A1.5)
Typical 2-Car Garage Typical Driveway Space
Guest Parking Space
312'
120' 240' 300' 120' 180'
360'
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PHASE 3
Remuda Dr.
Inola St. Railroad
E. Rte 66
EXISTING
SINGLE FAMILY
HOMES
EXISTING
APARTMENTS
Passive
Open Space
EXISTING
SINGLE FAMILY
HOMES
Passive
Open Space
Private Yard
(typ)
LACFD
Intermediate
Turn-Around
Dog Run/ Common
Public Open Space
Guest Parking
Space
OPEN
SPACE
OPEN
SPACE
LOT 01
PLAN 1E
B-6
LOT 06
PLAN 3E
A-3
LOT 07 PLAN 3E
PLAN 2E A-1
A-1
LOT 05
PLAN 1E
B-5
LOT 04
PLAN 2E
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LOT 03
PLAN 1E
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LOT 02
PLAN 2
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LOT 09
PLAN 1
B-5
LOT 10
LOT 28
PLAN 3E
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PLAN 2
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PLAN 1A
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PLAN 2
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PLAN 2
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PLAN 3
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PLAN 2 ALT
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LOT 18
PLAN 3
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LOT 19
PLAN 3
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LOT 20
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PLAN 2
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PLAN 3
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ENTITLEMENT SUBMITTAL
GLENDORA, CA # 20241252 May 12, 2026
MOUNTAIN VIEW CROSSING
Architecture | Branding
Interiors | Planning
17911 Von Karman Ave,
Suite 200
Irvine, CA 92614
949.851.2133
ktgy.com
MW INVESTMENTS, LLC.
0 20 40 80
Project
Entry
A1.1
CONSTRUCTION PHASING
PLAN
MODEL PHASE
PHASE 1
PHASE 2
PHASE 3
ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. A1.2 ENTITLEMENT SUBMITTAL EXISTING SITE IMAGES GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. NOTE: SEE SHEET A1.0 FOR VIEW LOCATIONS A1.3 CONCEPTUAL RENDERING 1 ALONG ROUTE 66 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC.
A1.4 CONCEPTUAL RENDERING 2 LOOKING SOUTHEAST TOWARD INOLA ST. ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC.
A1.5 CONCEPTUAL RENDERING 3 LOOKING NORTH TOWARD ROUTE 66 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC.
A1.6 CONCEPTUAL RENDERING 4 ALONG ROUTE 66 TO INCLUDE ADJACENT APARTMENT COMPLEX ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC.
A1.7 INSPIRATION BOARD A - SPANISH COLONIAL ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC.
ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. 1 LOW STUCCO BARRANCA W/ STACKED TILE PAVER CAP JULIET BALCONY W/ FABRIC AWNING METAL GRILLE & DECORATIVE SCROLL SCREEN STUCCO WING WALL GABLE END DIAMOND-SHAPED FAUX VENT STUCCO FINIAL DECORATIVE SHUTTERS & SILL TRIM 2 3 4 5 8 9 10 11 12 STUCCO FAUX SCREEN GRILLE 6 BAY WIMDOW 7 DECORATIVE STUCCO SURROUND AT ENTRY 1 1 STUCCO WING WALL EXPOSED TRUSS TAILS W/ 2X3 FASCIA BOARD METAL POT SHELF W/ POTS 2 3 4 5 8 9 10 11 12 6 7 NTS A1.8 ENLARGED DETAILS BOARD A - SPANISH COLONIAL 6 8 3 4 11 2 12 9 5 10 - PREDOMINANT GABLE ROOF MASSING WITH SOME SHED ROOFING - GABLE END DIAMOND-SHAPE FAUX VENT - DECORATIVE FINIAL - CANVAS AWNING W/ METAL BRACKETS - EXPOSED WOOD TRUSS TAILS WITH 2X3 FASCIA BOARDS - DECORATIVE SHAPED TRIM SURROUND AT ENTRY DOORWAYS - DECORATIVE WINDOW SILL TRIMS - WOOD (OR SIMULATED) HEADER AT WINDOWS AT RECESSED STUCCO CONDITIONS - DECORATIVE WOOD (OR SIMULATED) CORBELS AT CANTILEVERS - WOOD (OR SIMULATED) TRIM & PANELS AT BAY WINDOWS - DECORATIVE WOOD PANEL SHUTTERS W/ WOOD MEDALLIONS - DECORATIVE METAL JULIET BALCONY W/ SCROLL DETAIL - DECORATIVE STUCCO WING WALLS - DECORATIVE SPANISH STUCCO SHELVES W/ TILE CAP - METAL GRILLE W/ DECORATIVE SCROLL SCREEN - DECORATIVE FAUX SCREEN GRILLE - METAL POT SHELVES MAIN CHARACTERISTICS - SPANISH COLONIAL STYLE A1.8 INSPIRATION BOARD B - SANTA BARBARA ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC.
ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. 1 LOW STUCCO BARRANCA W/ CONCRETE PAVER CAP JULIET BALCONY W/ AWNING, WOOD BEAM & SCROLLED BRACKETS STUCCO WING WALL METAL GRILLE & DECORATIVE SCROLL SCREEN DECORATIVE STUCCO O/ FOAM EAVE DECORATIVE SHUTTERS & SCALLOPED SILL TRIM GABLE END HALF PIPE FAUX VENT STUCCO FINIAL 2 3 4 5 8 9 10 11 12 STUCCO FAUX SCREEN GRILLE 6 EXPOSED TRUSS TAILS W/ 2X3 FASCIA BOARD 7 DECORATIVE ENTRY W/ STUCCO SCALLOPED HOOD 1 1 STUCCO WING WALL DECORATIVE STUCCO O/ FOAM EAVE DECORATIVE SHUTTERS & SCALLOPED SILL METAL POT SHELF W/ POTS TRIM 2 3 4 5 8 9 10 11 12 6 EXPOSED TRUSS TAILS W/ 2X3 FASCIA BOARD 7 7 5 NTS A1.9 ENLARGED DETAILS BOARD B - SANTA BARBARA 6 8 2 3 4 9 11 12 10 - PREDOMINANT GABLE ROOF MASSING WITH SOME SHED ROOFING - GABLE END HALF PIPE FAUX VENT - DECORATIVE STUCCO FINIAL/ FAUX CHIMNEY - STUCCO DECORATIVE FOAM EAVES AT GABLE ENDS - EXPOSED WOOD TRUSS TAILS WITH 2X3 FASCIA BOARDS - STUCCO ARCH W/ CORBELS AT ENTRY DOORWAYS - STUCCO SCALLOPED HOOD W/ CORBEL BRACKETS - DECORATIVE STUCCO SCALLOPED WINDOW SILL TRIMS - SLOPED STUCCO SILLS OR STUCCO SCALLOPED SHELF IN SELECT LOCATIONS - AWNING W/ METAL BRACKETS - WOOD (OR SIMULATED) TRIM & PANELS AT BAY WINDOWS - DECORATIVE WOOD SHUTTERS - DECORATIVE METAL JULIET BALCONY - DECORATIVE STUCCO WING WALLS - DECORATIVE SPANISH TILE CAPPED SHELVES - METAL GRILLE W/ DECORATIVE SCROLL SCREEN - DECORATIVE FAUX SCREEN GRILLE - METAL POT SHELVES MAIN CHARACTERISTICS - SPANISH SANTA BARBARA STYLE Front Elevation Right Elevation
26'-0"
9'-1" T.O.P. F.FL.9'-1" F.FL. T.O.P. Left Elevation Rear Elevation 4 2 15 6 7 8 9 10 13 14 16 19 24 21 20 23 FLFS +25.5' FR FS RRFG RL FG FRFS RRFG RLFG FL FS COLORS & MATERIALS LEGEND STYLE A- COLONIAL Stucco, Light Sand Finish Concrete 'S' Tile Roofing Stucco Finial / Faux Chimney (DET-3 / A1.8) Vinyl Windows w/ Decorative Muntins Fiberglass Entry Door Decorative Exterior Lights & Raised Address Sign Stucco Recess / Reveal at Windows/Doors Stucco Basket-Handle Arch Gable End Diamond Faux Vent Recess (DET-2 / A1.8) Decorative Stucco Sill Trim (DET-4 / A1.8) Low Stucco Barranca w/ Concrete Paver Cap (DET-12 / A1.8) Fiber Cement Board at Bay Window (DET-9/ A1.8) Simulated Wood Header Trim Simulated Wood Corbel Concrete Paver Caps At Shelf To Slope Exposed Decorative Truss Tails w/ 2x3 Fascia Board (DET-7 / A1.8) Metal Juliet Balcony (DET-8 / A1.8) Metal Pot Shelf w/ Scroll Brackets (DET-5 / A1.8) Metal Grille & Decorative Scroll (DET-11 / A1.8) Metal Sectional Garage Door w/ Pull Handles and Faux Hinge Hardware Stucco Battered/Sloped Wing Wall (DET-10/ A1.8) Canvas Awning w/ Metal Spear Brackets Decorative Shutters (DET-4 / A1.8) Garage Man Door Metal Picket Railing Simulated Wood Post Stucco Faux Screen / Recess (DET-6 / A1.8) Stucco Surround at Entry (DET-1 / A1.8) Fiber Cement Panel Railing Stucco Low Wall w/ Saltillo Tile Cap 123465891011127131415161718192021222324252627282930 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. A2.0 PLAN 1A ELEVATIONS A - SPANISH COLONIAL 0 2 4 8 Elevations used at Lots 12, 14, 16SPOT ELEVATIONS LOT # LOT 12 LOT 14 LOT 16 CORNER FRONT LEFT (FL) 0.0' 0.0' 0.0' FRONT RIGHT (FR) +0.5' +1.1' +1.3' REAR LEFT (RL) -0.7' -0.5' -0.1' REAR RIGHT (RR) -0.1' +0.9' +1.7' UP 17R KITCHEN 11'-1" x 14'-4" ENTRY DINING 7'-6" x 12'-1" LIVING 13'-1" x 12'-3" PANT. RT 1ST FLOOR PLAN VEHICLE 1 10'-0" x 20'-0" VEHICLE 2 10'-0" x 20'-0" 2-CAR GARAGE 20' x 20' CLR. 20'-0" 20'-0" O WH PDR.
3'-6"
COAT 32'-6"
75'-0"
37'-3" 4'-0" 4'-0" 40'-6"20'-0" 17'-9"
20'-0" 16'-0" PANT. DN 17R PRIMARY BED 13'-2" x 12'-0" BED 2 10'-0" x 11'-0"PRIMARY BATH W.I.C. LAUNDRY BED 3 11'-3" x 10'-9" BATH 2 VEST. 2ND FLOOR PLAN LINEN LINEN 32'-6" 20'-0"
33'-10"
24'-0 1/2" P1A GROSS SF 3 BED / 2.5 BATH 1ST FLOOR 663 SQ. FT. 2ND FLOOR 931 SQ. FT. TOTAL LIVING 1594 SQ. FT. GARAGE 427 SQ. FT. A2.1 ENTITLEMENT SUBMITTAL PLAN 1A FLOOR PLANS GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. 0 2 4 8
ROOF - STYLE A
4:12
RIDGE
4:12 4:12 1'-4" TYP. EAVE OVERHANG
4:12
RIDGE
4:12 4:12 *NO MECHANICAL EQUIPMENT TO BE PLACED ON ROOF A2.2 ENTITLEMENT SUBMITTAL PLAN 1A ROOF PLAN GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. 0 2 4 8 Front Elevation Right Elevation
27'-0"
9'-1" T.O.P. F.FL.9'-1" F.FL. T.O.P. Left Elevation Rear Elevation 4 1 2 6 5 9 7 10 13 12 14 16 18 19 24 21 20 23 FLFS FR FS RRFG RL FG FRFS RRFG RLFG FL FS +26.5' COLORS & MATERIALS LEGEND STYLE A- COLONIAL Stucco, Light Sand Finish Concrete 'S' Tile Roofing Stucco Finial / Faux Chimney (DET-3 / A1.8) Vinyl Windows w/ Decorative Muntins Fiberglass Entry Door Decorative Exterior Lights & Raised Address Sign Stucco Recess / Reveal at Windows/Doors Stucco Basket-Handle Arch Gable End Diamond Faux Vent Recess (DET-2 / A1.8) Decorative Stucco Sill Trim (DET-4 / A1.8) Low Stucco Barranca w/ Concrete Paver Cap (DET-12 / A1.8) Fiber Cement Board at Bay Window (DET-9/ A1.8) Simulated Wood Header Trim Simulated Wood Corbel Concrete Paver Caps At Shelf To Slope Exposed Decorative Truss Tails w/ 2x3 Fascia Board (DET-7 / A1.8) Metal Juliet Balcony (DET-8 / A1.8) Metal Pot Shelf w/ Scroll Brackets (DET-5 / A1.8) Metal Grille & Decorative Scroll (DET-11 / A1.8) Metal Sectional Garage Door w/ Pull Handles and Faux Hinge Hardware Stucco Battered/Sloped Wing Wall (DET-10/ A1.8) Canvas Awning w/ Metal Spear Brackets Decorative Shutters (DET-4 / A1.8) Garage Man Door Metal Picket Railing Simulated Wood Post Stucco Faux Screen / Recess (DET-6 / A1.8) Stucco Surround at Entry (DET-1 / A1.8) Fiber Cement Panel Railing Stucco Low Wall w/ Saltillo Tile Cap 123465891011127131415161718192021222324252627282930 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. A3.0 PLAN 1 ELEVATIONS A - SPANISH COLONIAL 0 2 4 8 Elevations used at Lots 22, 27SPOT ELEVATIONS LOT # LOT 22 LOT 27 CORNER FRONT LEFT (FL) 0.0' 0.0' FRONT RIGHT (FR) -0.6' -1.2' REAR LEFT (RL) -0.7' -0.8' REAR RIGHT (RR) -1.3 -1.9' Front Elevation Right Elevation
27'-0"
9'-1" T.O.P. F.FL.9'-1" F.FL. T.O.P. Left Elevation Rear Elevation 4 1 2 6 5 9 7 10 13 12 13 14 18 19 24 21 20 23 3 16 FLFS FR FS RRFG RL FG FRFS RRFG RLFG FL FS +26.3' 1234658910117 COLORS & MATERIALS LEGEND STYLE B- SANTA BARBARA Stucco, Light Sand Finish Concrete 'S' Tile Roofing Stucco Finial / Faux Chimney (DET-3 / A1.9) Vinyl Windows Fiberglass Entry Door Decorative Exterior Lights & Raised Address Sign Stucco Recess / Reveal at Windows/Doors Stucco Arch Gable End Half Pipe Faux Vent (DET-2 / A1.9) Decorative Stucco Scalloped Sill Trim (DET-4 / A1.9) Low Stucco Barranca w/ Concrete Paver Cap (DET-12 / A1.9) Fiber Cement Board at Bay Window Stucco Arch w/ Corbels Stucco Decorative Foam Eaves (DET-7 / A1.9) Concrete paver Caps At Shelf To Slope Exposed Decorative Truss Tails w/ 2x3 Fascia Board (DET-9 / A1.9) Metal Juliet Balcony (DET-8 / A1.9) Metal Pot Shelf w/ Scroll Brackets (DET-5 / A1.9) Metal Grille & Decorative Scroll (DET-11 / A1.9) Metal Sectional Garage Door w/ Rosette Dots and Faux Hinge Hardware Stucco Battered/Sloped Wing Wall (DET-10/ A1.9) Stucco Scalloped Hood w/ Corbels (DET-1/ A1.9) Decorative Shutters (DET-4 / A1.9) Garage Man Door Metal Picket Railing w/ Decorative Scrolls Simulated Wood Post Stucco Low Wall w/ Saltillo Tile Cap Scupper Drain Stucco Faux Screen / Recess (DET-6 / A1.9) Accent Ceramic Tile (DET-1 / A1.9) 12131415161718192021222324252627282930 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. A3.0.1 PLAN 1 ELEVATIONS B - SANTA BARBARA 0 2 4 8 SPOT ELEVATIONS LOT # LOT 10 CORNER FRONT LEFT (FL) 0.0' FRONT RIGHT (FR) +0.8' REAR LEFT (RL) -0.5' REAR RIGHT (RR) -1.9' Elevations used at Lot 10 Rear Elevation (ENHANCED) Facing E. Route 66 Right Elevation (ENHANCED) 26 27 28 25 Left Elevation (ENHANCED) RRFG RL FG RRFG RLFG 1234658910117 COLORS & MATERIALS LEGEND STYLE B- SANTA BARBARA Stucco, Light Sand Finish Concrete 'S' Tile Roofing Stucco Finial / Faux Chimney (DET-3 / A1.9) Vinyl Windows Fiberglass Entry Door Decorative Exterior Lights & Raised Address Sign Stucco Recess / Reveal at Windows/Doors Stucco Arch Gable End Half Pipe Faux Vent (DET-2 / A1.9) Decorative Stucco Scalloped Sill Trim (DET-4 / A1.9) Low Stucco Barranca w/ Concrete Paver Cap (DET-12 / A1.9) Fiber Cement Board at Bay Window Stucco Arch w/ Corbels Stucco Decorative Foam Eaves (DET-7 / A1.9) Concrete paver Caps At Shelf To Slope Exposed Decorative Truss Tails w/ 2x3 Fascia Board (DET-9 / A1.9) Metal Juliet Balcony (DET-8 / A1.9) Metal Pot Shelf w/ Scroll Brackets (DET-5 / A1.9) Metal Grille & Decorative Scroll (DET-11 / A1.9) Metal Sectional Garage Door w/ Rosette Dots and Faux Hinge Hardware Stucco Battered/Sloped Wing Wall (DET-10/ A1.9) Stucco Scalloped Hood w/ Corbels (DET-1/ A1.9) Decorative Shutters (DET-4 / A1.9) Garage Man Door Metal Picket Railing w/ Decorative Scrolls Simulated Wood Post Stucco Low Wall w/ Saltillo Tile Cap Scupper Drain Stucco Faux Screen / Recess (DET-6 / A1.9) Accent Ceramic Tile (DET-1 / A1.9) 12131415161718192021222324252627282930 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. A3.0.2 PLAN 1 ELEVATIONS B (EB) - SANTA BARBARA 0 2 4 8 Elevations used at Lots 2, 4, 6 SPOT ELEVATIONS LOT # LOT 2 LOT 4 LOT 6 CORNER FRONT LEFT (FL) 0.0' 0.0' 0.0' FRONT RIGHT (FR) +0.7' +0.9' -0.8' REAR LEFT (RL) -0.7' -1.0' -0.6' REAR RIGHT (RR) -0.7' -0.7' +0.1' UP 17R 35'-0"
75'-0" KITCHEN 18'-8" x 11'-11"
50'-0" 4'-0" 4'-0" 43'-0"10'-0" ENTRY DINING 16'-8" x 6'-10" LIVING 15'-5" x 15'-4" PANTRY15'-0" RT 20'-0" DEN/ OPT. BED 4 9'-4" x 10'-6" 16'-0" 1ST FLOOR PLAN VEHICLE 1 10'-0" x 20'-0" VEHICLE 2 10'-0" x 20'-0" 2-CAR GARAGE 20' x 20' CLR. 20'-0" 20'-0" O WH BATH 3 STOR.
4'-0" DN17R PRIMARY BED 15'-6" x 14'-10" BED 2 10'-5" x 10'-0" LOFT PRIMARY BATH W.I.C. LAUNDRY BED 3 13'-6" x 10'-11" LINEN BATH 2 W.I.C VEST. 2ND FLOOR PLAN W.I.C LINEN 35'-0" 40'-0"
35'-8"
20'-0" P1 GROSS SF 3 BED + OPT. BED / 3 BATH 1ST FLOOR 1089 SQ. FT. 2ND FLOOR 1263 SQ. FT. TOTAL LIVING 2352 SQ. FT. GARAGE 426 SQ. FT. A3.1 ENTITLEMENT SUBMITTAL PLAN 1 FLOOR PLANS GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. 0 2 4 8 2ND FLOOR PLAN - EB (ENHANCED) FACING E. ROUTE 66 PRIMARY BED 15'-10" x 14'-10" PRIMARY BATH W.I.C. VEST. A3.2 PLAN 1 FLOOR PLANS ENHANCED FLOOR PLANS ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. 0 2 4 8 ROOF - STYLE A 4:12 RIDGE 4:12
5:12
RIDGE
5:12
5:12
RIDGE
5:12 4:12
1'-4" TYP.
EAVE OVERHANG 4:12 *NO MECHANICAL EQUIPMENT TO BE PLACED ON ROOF ROOF - STYLE B 4:12
RIDGE
4:12
4:12
RIDGE
4:12 4:12 10" TYP. EAVE OVERHANG
1'-4"
EAVE OVERHANG 4:12 4:12 RIDGE 4:12 A3.3 ENTITLEMENT SUBMITTAL PLAN 1 ROOF PLANS GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. 0 2 4 8 28'-6"
9'-1" T.O.P. F.FL.9'-1" F.FL. T.O.P. Front Elevation Right Elevation Rear Elevation Left Elevation 2 4 1 3 6 5 9 7 10 13 15 16 18 14 19 21 20 23 24 FLFS FR FS RRFG RL FG FRFS RRFG RLFG FR FS +27.8' COLORS & MATERIALS LEGEND STYLE A- COLONIAL Stucco, Light Sand Finish Concrete 'S' Tile Roofing Stucco Finial / Faux Chimney (DET-3 / A1.8) Vinyl Windows w/ Decorative Muntins Fiberglass Entry Door Decorative Exterior Lights & Raised Address Sign Stucco Recess / Reveal at Windows/Doors Stucco Basket-Handle Arch Gable End Diamond Faux Vent Recess (DET-2 / A1.8) Decorative Stucco Sill Trim (DET-4 / A1.8) Low Stucco Barranca w/ Concrete Paver Cap (DET-12 / A1.8) Fiber Cement Board at Bay Window (DET-9/ A1.8) Simulated Wood Header Trim Simulated Wood Corbel Concrete Paver Caps At Shelf To Slope Exposed Decorative Truss Tails w/ 2x3 Fascia Board (DET-7 / A1.8) Metal Juliet Balcony (DET-8 / A1.8) Metal Pot Shelf w/ Scroll Brackets (DET-5 / A1.8) Metal Grille & Decorative Scroll (DET-11 / A1.8) Metal Sectional Garage Door w/ Pull Handles and Faux Hinge Hardware Stucco Battered/Sloped Wing Wall (DET-10/ A1.8) Canvas Awning w/ Metal Spear Brackets Decorative Shutters (DET-4 / A1.8) Garage Man Door Metal Picket Railing Simulated Wood Post Stucco Faux Screen / Recess (DET-6 / A1.8) Stucco Surround at Entry (DET-1 / A1.8) Fiber Cement Panel Railing Stucco Low Wall w/ Saltillo Tile Cap 123465891011127131415161718192021222324252627282930 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. 0 2 4 8 A4.0 PLAN 2 ELEVATIONS A - SPANISH COLONIAL Elevations used at Lots 11, 15, 21 SPOT ELEVATIONS LOT # LOT 11 LOT 15 LOT 21 CORNER FRONT LEFT (FL) 0.0' 0.0' 0.0' FRONT RIGHT (FR) +1.0' -1.3' +0.8' REAR LEFT (RL) -0.6' -0.5 -0.6' REAR RIGHT (RR) +0.6' -1.8' 0.0' Rear Elevation (ENHANCED) Facing E. Route 66 Right Elevation (ENHANCED) 26 25 Left Elevation (ENHANCED) 30 RRFG RL FG RLFG RRFG RL FG COLORS & MATERIALS LEGEND STYLE A- COLONIAL Stucco, Light Sand Finish Concrete 'S' Tile Roofing Stucco Finial / Faux Chimney (DET-3 / A1.8) Vinyl Windows w/ Decorative Muntins Fiberglass Entry Door Decorative Exterior Lights & Raised Address Sign Stucco Recess / Reveal at Windows/Doors Stucco Basket-Handle Arch Gable End Diamond Faux Vent Recess (DET-2 / A1.8) Decorative Stucco Sill Trim (DET-4 / A1.8) Low Stucco Barranca w/ Concrete Paver Cap (DET-12 / A1.8) Fiber Cement Board at Bay Window (DET-9/ A1.8) Simulated Wood Header Trim Simulated Wood Corbel Concrete Paver Caps At Shelf To Slope Exposed Decorative Truss Tails w/ 2x3 Fascia Board (DET-7 / A1.8) Metal Juliet Balcony (DET-8 / A1.8) Metal Pot Shelf w/ Scroll Brackets (DET-5 / A1.8) Metal Grille & Decorative Scroll (DET-11 / A1.8) Metal Sectional Garage Door w/ Pull Handles and Faux Hinge Hardware Stucco Battered/Sloped Wing Wall (DET-10/ A1.8) Canvas Awning w/ Metal Spear Brackets Decorative Shutters (DET-4 / A1.8) Garage Man Door Metal Picket Railing Simulated Wood Post Stucco Faux Screen / Recess (DET-6 / A1.8) Stucco Surround at Entry (DET-1 / A1.8) Fiber Cement Panel Railing Stucco Low Wall w/ Saltillo Tile Cap 123465891011127131415161718192021222324252627282930 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. 0 2 4 8 A4.0.1 PLAN 2 ELEVATIONS A (EA) - SPANISH COLONIAL Elevations used at Lots 3, 5 SPOT ELEVATIONS LOT # LOT 3 LOT 5 CORNER FRONT LEFT (FL) 0.0' 0.0' FRONT RIGHT (FR) -0.3' +0.8' REAR LEFT (RL) -0.4' -1.3' REAR RIGHT (RR) -1.4' -0.3' 9'-1" T.O.P. F.FL.
9'-1" F.FL. T.O.P. Front Elevation Right Elevation Rear Elevation Left Elevation 27'-0" 4 1 2 6 5 7 8 9 10 14 15 16 18 19 21 20 23 24 FLFS FR FS RRFG RL FG FRFS RRFG RLFG FR FS +26.3' 1234658910117 COLORS & MATERIALS LEGEND STYLE B- SANTA BARBARA Stucco, Light Sand Finish Concrete 'S' Tile Roofing Stucco Finial / Faux Chimney (DET-3 / A1.9) Vinyl Windows Fiberglass Entry Door Decorative Exterior Lights & Raised Address Sign Stucco Recess / Reveal at Windows/Doors Stucco Arch Gable End Half Pipe Faux Vent (DET-2 / A1.9) Decorative Stucco Scalloped Sill Trim (DET-4 / A1.9) Low Stucco Barranca w/ Concrete Paver Cap (DET-12 / A1.9) Fiber Cement Board at Bay Window Stucco Arch w/ Corbels Stucco Decorative Foam Eaves (DET-7 / A1.9) Concrete paver Caps At Shelf To Slope Exposed Decorative Truss Tails w/ 2x3 Fascia Board (DET-9 / A1.9) Metal Juliet Balcony (DET-8 / A1.9) Metal Pot Shelf w/ Scroll Brackets (DET-5 / A1.9) Metal Grille & Decorative Scroll (DET-11 / A1.9) Metal Sectional Garage Door w/ Rosette Dots and Faux Hinge Hardware Stucco Battered/Sloped Wing Wall (DET-10/ A1.9) Stucco Scalloped Hood w/ Corbels (DET-1/ A1.9) Decorative Shutters (DET-4 / A1.9) Garage Man Door Metal Picket Railing w/ Decorative Scrolls Simulated Wood Post Stucco Low Wall w/ Saltillo Tile Cap Scupper Drain Stucco Faux Screen / Recess (DET-6 / A1.9) Accent Ceramic Tile (DET-1 / A1.9) 12131415161718192021222324252627282930 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. 0 2 4 8 A4.0.2 PLAN 2 ELEVATIONS B - SANTA BARBARA Elevations used at Lots 9, 13, 23, 26 SPOT ELEVATIONS LOT# LOT 9 LOT 13 LOT 23 LOT 26 CORNER FRONT LEFT (FL) 0.0' 0.0' 0.0' 0.0' FRONT RIGHT (FR) -1.2' +1.3' -0.7' -1.2' REAR LEFT (RL) -0.8' 0.0' -0.7' 0.0' REAR RIGHT (RR) -2.8' +1.1' -1.4' -2.0' 9'-1" T.O.P. F.FL.
9'-1" F.FL. T.O.P. Left Elevation (ALT) at Lot 18 Front Elevation (ALT) at Lot 18 27'-0" 12 FLFS FR FS RLFG FR FS +26.3' 1234658910117 COLORS & MATERIALS LEGEND STYLE B- SANTA BARBARA Stucco, Light Sand Finish Concrete 'S' Tile Roofing Stucco Finial / Faux Chimney (DET-3 / A1.9) Vinyl Windows Fiberglass Entry Door Decorative Exterior Lights & Raised Address Sign Stucco Recess / Reveal at Windows/Doors Stucco Arch Gable End Half Pipe Faux Vent (DET-2 / A1.9) Decorative Stucco Scalloped Sill Trim (DET-4 / A1.9) Low Stucco Barranca w/ Concrete Paver Cap (DET-12 / A1.9) Fiber Cement Board at Bay Window Stucco Arch w/ Corbels Stucco Decorative Foam Eaves (DET-7 / A1.9) Concrete paver Caps At Shelf To Slope Exposed Decorative Truss Tails w/ 2x3 Fascia Board (DET-9 / A1.9) Metal Juliet Balcony (DET-8 / A1.9) Metal Pot Shelf w/ Scroll Brackets (DET-5 / A1.9) Metal Grille & Decorative Scroll (DET-11 / A1.9) Metal Sectional Garage Door w/ Rosette Dots and Faux Hinge Hardware Stucco Battered/Sloped Wing Wall (DET-10/ A1.9) Stucco Scalloped Hood w/ Corbels (DET-1/ A1.9) Decorative Shutters (DET-4 / A1.9) Garage Man Door Metal Picket Railing w/ Decorative Scrolls Simulated Wood Post Stucco Low Wall w/ Saltillo Tile Cap Scupper Drain Stucco Faux Screen / Recess (DET-6 / A1.9) Accent Ceramic Tile (DET-1 / A1.9) 12131415161718192021222324252627282930 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. 0 2 4 8 A4.0.3 PLAN 2 ELEVATIONS B (ALT) - SANTA BARBARA Elevations used at Lot 18 SPOT ELEVATIONS LOT # LOT 18 CORNER FRONT LEFT (FL) 0.0' FRONT RIGHT (FR) -0.8' REAR LEFT (RL) +0.7' REAR RIGHT (RR) +0.4 UP17R 35'-0"
75'-0" KITCHEN 15'-4" x 11'-11"
50'-0" 4'-0" 4'-0" 43'-0"12'-0" ENTRY DINING 13'-4" x 8'-10" LIVING 18'-9" x 16'-4" PANTRY13'-0" RT 20'-0" BED 4 10'-10" x 11'-10" 16'-0" 1ST FLOOR PLAN VEHICLE 1 10'-0" x 20'-0" VEHICLE 2 10'-0" x 20'-0" 2-CAR GARAGE 20' x 20' CLR. 20'-0" 20'-0" O WH BATH 3 4'-0" COAT PRIMARY BED 15'-4" x 16'-0" BED 2 11'-5" x 10'-2"LOFT PRIMARY BATH W.I.C. LAUNDRY BED 3 10'-10" x 10'-2" LINEN BATH 2 VEST. 2ND FLOOR PLAN W.I.C LINEN VEST. 35'-0" 42'-0"
41'-4"
20'-0" 3'-9 1/2" P2 GROSS SF 4 BED / 3 BATH 1ST FLOOR 1071 SQ. FT. 2ND FLOOR 1331 SQ. FT. TOTAL LIVING 2402 SQ. FT. GARAGE 426 SQ. FT. ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. A4.1 PLAN 2 FLOOR PLANS 0 2 4 8 2ND FLOOR PLAN - EA (ENHANCED) FACING E. ROUTE 66
6'-0" PRIMARY BED 15'-4" x 16'-0" PRIMARY BATH W.I.C. VEST. LINEN ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. A4.2 PLAN 2 FLOOR PLANS 0 2 4 8 ENHANCED FLOOR PLANS LINEN W.I.C VEST. 2ND FLOOR PLAN (ALT) AT LOT 18 PRIMARY BED 15'-4" x 16'-0" BED 2 11'-5" x 10'-2"LOFT PRIMARY BATH W.I.C. LAUNDRY LINEN BATH 2 VEST. W.I.C LINEN VEST. 35'-0" 41'-4" 3'-9 1/2"
42'-0" BED 3 11'-0" x 10'-2" UP17R 35'-0"
79'-8"
50'-0" 20'-0" 11'-3" 66'-3"5'-0" 9'-3" RT
16'-0" 1ST FLOOR PLAN (ALT) AT LOT 18
VEHICLE 1
10'-0" x 20'-0"
VEHICLE 2
10'-0" x 20'-0" 2-CAR GARAGE 20' x 20' CLR. 20'-0"
20'-0" O WH 4'-0" COAT 20'-0" 10'-0" KITCHEN 15'-4" x 11'-11" DINING 13'-4" x 8'-10" LIVING 18'-9" x 16'-4" PANTRY 4'-0" COAT BED 4 9'-6" x 10'-3" BATH 3 ENTRY P2 GROSS SF 4 BED / 3 BATH 1ST FLOOR 1106 SQ. FT. 2ND FLOOR 1331 SQ. FT. TOTAL LIVING 2437 SQ. FT. GARAGE 426 SQ. FT. ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. A4.3 PLAN 2 FLOOR PLANS 0 2 4 8 ALT FLOOR PLANS ROOF - STYLE A 4:12 RIDGE 4:12
5:12
RIDGE
5:12
5:12
RIDGE
5:12 1'-4" TYP. EAVE OVERHANG
4:12
RIDGE
4:12
5:12
RIDGE
5:12 *NO MECHANICAL EQUIPMENT TO BE PLACED ON ROOF ROOF - STYLE B 4:12
RIDGE
4:12
4:12
RIDGE
4:12 10" TYP. EAVE OVERHANG 1'-4" TYP. EAVE OVERHANG
4:12
RIDGE
4:12
4:12
RIDGE
4:12 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. A4.4 PLAN 2 ROOF PLANS 0 2 4 8 Front Elevation Right Elevation Rear Elevation Left Elevation 27'-0"
9'-1" T.O.P. F.FL.9'-1" F.FL. T.O.P. 2 1 4 3 6 5 7 9 10 11 12 13 16 17 19 21 20 23 22 24 27 28 FLFS FR FS RRFG RL FG FRFS RRFG RLFG FR FS +26.4' COLORS & MATERIALS LEGEND STYLE A- COLONIAL Stucco, Light Sand Finish Concrete 'S' Tile Roofing Stucco Finial / Faux Chimney (DET-3 / A1.8) Vinyl Windows w/ Decorative Muntins Fiberglass Entry Door Decorative Exterior Lights & Raised Address Sign Stucco Recess / Reveal at Windows/Doors Stucco Basket-Handle Arch Gable End Diamond Faux Vent Recess (DET-2 / A1.8) Decorative Stucco Sill Trim (DET-4 / A1.8) Low Stucco Barranca w/ Concrete Paver Cap (DET-12 / A1.8) Fiber Cement Board at Bay Window (DET-9/ A1.8) Simulated Wood Header Trim Simulated Wood Corbel Concrete Paver Caps At Shelf To Slope Exposed Decorative Truss Tails w/ 2x3 Fascia Board (DET-7 / A1.8) Metal Juliet Balcony (DET-8 / A1.8) Metal Pot Shelf w/ Scroll Brackets (DET-5 / A1.8) Metal Grille & Decorative Scroll (DET-11 / A1.8) Metal Sectional Garage Door w/ Pull Handles and Faux Hinge Hardware Stucco Battered/Sloped Wing Wall (DET-10/ A1.8) Canvas Awning w/ Metal Spear Brackets Decorative Shutters (DET-4 / A1.8) Garage Man Door Metal Picket Railing Simulated Wood Post Stucco Faux Screen / Recess (DET-6 / A1.8) Stucco Surround at Entry (DET-1 / A1.8) Fiber Cement Panel Railing Stucco Low Wall w/ Saltillo Tile Cap 123465891011127131415161718192021222324252627282930 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. 0 2 4 8 A5.0 PLAN 3 ELEVATIONS A - SPANISH COLONIAL Elevations used at Lots 8, 17, 24, 25 SPOT ELEVATIONS LOT# LOT 8 LOT 17 LOT 24 LOT 25 CORNER FRONT LEFT (FL) 0.0' 0.0' 0.0' 0.0' FRONT RIGHT (FR) -0.2' -1.9' -0.7' +0.3' REAR LEFT (RL) -0.9' -0.4' -0.7' +0.0' REAR RIGHT (RR) -1.1' +0.7' -1.4' +0.4' Right Elevation - ENHANCED Rear Elevation - ENHANCED Facing E. Route 66 25 29 14 8 Left Elevation (ENHANCED) 30 RRFG RL FG RRFG RLFG COLORS & MATERIALS LEGEND STYLE A- COLONIAL Stucco, Light Sand Finish Concrete 'S' Tile Roofing Stucco Finial / Faux Chimney (DET-3 / A1.8) Vinyl Windows w/ Decorative Muntins Fiberglass Entry Door Decorative Exterior Lights & Raised Address Sign Stucco Recess / Reveal at Windows/Doors Stucco Basket-Handle Arch Gable End Diamond Faux Vent Recess (DET-2 / A1.8) Decorative Stucco Sill Trim (DET-4 / A1.8) Low Stucco Barranca w/ Concrete Paver Cap (DET-12 / A1.8) Fiber Cement Board at Bay Window (DET-9/ A1.8) Simulated Wood Header Trim Simulated Wood Corbel Concrete Paver Caps At Shelf To Slope Exposed Decorative Truss Tails w/ 2x3 Fascia Board (DET-7 / A1.8) Metal Juliet Balcony (DET-8 / A1.8) Metal Pot Shelf w/ Scroll Brackets (DET-5 / A1.8) Metal Grille & Decorative Scroll (DET-11 / A1.8) Metal Sectional Garage Door w/ Pull Handles and Faux Hinge Hardware Stucco Battered/Sloped Wing Wall (DET-10/ A1.8) Canvas Awning w/ Metal Spear Brackets Decorative Shutters (DET-4 / A1.8) Garage Man Door Metal Picket Railing Simulated Wood Post Stucco Faux Screen / Recess (DET-6 / A1.8) Stucco Surround at Entry (DET-1 / A1.8) Fiber Cement Panel Railing Stucco Low Wall w/ Saltillo Tile Cap 123465891011127131415161718192021222324252627282930 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. 0 2 4 8 A5.0.1 PLAN 3 ELEVATIONS A - SPANISH COLONIAL ENHANCED Elevations used at Lots 1, 7 SPOT ELEVATIONS LOT# LOT 1 LOT 7 CORNER FRONT LEFT (FL) 0.0' 0.0' FRONT RIGHT (FR) +1.0' +0.1' REAR LEFT (RL) -0.6' -0.6' REAR RIGHT (RR) +0.1' +1.0' Right Elevation Rear Elevation
28'-0"
9'-1" T.O.P. F.FL.9'-1" F.FL. T.O.P. Left Elevation Front Elevation 2 1 4 3 6 5 7 9 10 11 14 16 17 19 21 20 22 23 29 30 FLFS FR FS RRFG RL FG FRFS RRFG RLFG FR FS +27.4' 1234658910117 COLORS & MATERIALS LEGEND STYLE B- SANTA BARBARA Stucco, Light Sand Finish Concrete 'S' Tile Roofing Stucco Finial / Faux Chimney (DET-3 / A1.9) Vinyl Windows Fiberglass Entry Door Decorative Exterior Lights & Raised Address Sign Stucco Recess / Reveal at Windows/Doors Stucco Arch Gable End Half Pipe Faux Vent (DET-2 / A1.9) Decorative Stucco Scalloped Sill Trim (DET-4 / A1.9) Low Stucco Barranca w/ Concrete Paver Cap (DET-12 / A1.9) Fiber Cement Board at Bay Window Stucco Arch w/ Corbels Stucco Decorative Foam Eaves (DET-7 / A1.9) Concrete paver Caps At Shelf To Slope Exposed Decorative Truss Tails w/ 2x3 Fascia Board (DET-9 / A1.9) Metal Juliet Balcony (DET-8 / A1.9) Metal Pot Shelf w/ Scroll Brackets (DET-5 / A1.9) Metal Grille & Decorative Scroll (DET-11 / A1.9) Metal Sectional Garage Door w/ Rosette Dots and Faux Hinge Hardware Stucco Battered/Sloped Wing Wall (DET-10/ A1.9) Stucco Scalloped Hood w/ Corbels (DET-1/ A1.9) Decorative Shutters (DET-4 / A1.9) Garage Man Door Metal Picket Railing w/ Decorative Scrolls Simulated Wood Post Stucco Low Wall w/ Saltillo Tile Cap Scupper Drain Stucco Faux Screen / Recess (DET-6 / A1.9) Accent Ceramic Tile (DET-1 / A1.9) 12131415161718192021222324252627282930 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. A5.0.2 PLAN 3 ELEVATIONS B - SANTA BARBARA Elevations used at Lots 19, 20 SPOT ELEVATIONS LOT# LOT 19 LOT 20 CORNER FRONT LEFT (FL) 0.0' 0.0' FRONT RIGHT (FR) -0.6' +1.3' REAR LEFT (RL) -0.2' -0.8' REAR RIGHT (RR) -0.8' -0.2' Right Elevation - ENHANCED Rear Elevation - ENHANCED Facing Site Entry 27 24 13 Left Elevation (ENHANCED) RRFG RL FG RRFG RLFG 1234658910117 COLORS & MATERIALS LEGEND STYLE B- SANTA BARBARA Stucco, Light Sand Finish Concrete 'S' Tile Roofing Stucco Finial / Faux Chimney (DET-3 / A1.9) Vinyl Windows Fiberglass Entry Door Decorative Exterior Lights & Raised Address Sign Stucco Recess / Reveal at Windows/Doors Stucco Arch Gable End Half Pipe Faux Vent (DET-2 / A1.9) Decorative Stucco Scalloped Sill Trim (DET-4 / A1.9) Low Stucco Barranca w/ Concrete Paver Cap (DET-12 / A1.9) Fiber Cement Board at Bay Window Stucco Arch w/ Corbels Stucco Decorative Foam Eaves (DET-7 / A1.9) Concrete paver Caps At Shelf To Slope Exposed Decorative Truss Tails w/ 2x3 Fascia Board (DET-9 / A1.9) Metal Juliet Balcony (DET-8 / A1.9) Metal Pot Shelf w/ Scroll Brackets (DET-5 / A1.9) Metal Grille & Decorative Scroll (DET-11 / A1.9) Metal Sectional Garage Door w/ Rosette Dots and Faux Hinge Hardware Stucco Battered/Sloped Wing Wall (DET-10/ A1.9) Stucco Scalloped Hood w/ Corbels (DET-1/ A1.9) Decorative Shutters (DET-4 / A1.9) Garage Man Door Metal Picket Railing w/ Decorative Scrolls Simulated Wood Post Stucco Low Wall w/ Saltillo Tile Cap Scupper Drain Stucco Faux Screen / Recess (DET-6 / A1.9) Accent Ceramic Tile (DET-1 / A1.9) 12131415161718192021222324252627282930 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. A5.0.3 PLAN 3 ELEVATIONS B - SANTA BARBARA ENHANCED Elevations used at Lot 28 SPOT ELEVATIONS LOT # LOT 28 CORNER FRONT LEFT (FL) 0.0' FRONT RIGHT (FR) -1.0' REAR LEFT (RL) -0.7' REAR RIGHT (RR) -1.8' BATH 4 BED 4 10'-7" x 9'-0" PORCH 4'-9" x 4'-9" LIVING 18'-9" x 14'-11" KITCHEN 15'-6" x 11'-6" UP 17R WH PAN. Ceiling Mounted Storage= 105 C.F. (14' x 5') x 1.5' STOR. LIN. VEHICLE 1 10'-0" x 20'-0" VEHICLE 2 10'-0" x 20'-0" 2-CAR GARAGE 20' x 20' CLR. 21'-1 1/2" 20'-1" DINING 13'-6" x 7'-3" STAIR VEST. ENTRY STOR. 1ST FLOOR PLAN 35'-0" 75'-0"
50'-0" 4'-0" 4'-0" 43'-0"10'-0" 15'-0"
20'-0" 16'-4" LAUNDRY 10'-2" x 5'-9" BED 2 13'-1" x 12'-2" BED 3 11'-4" x 10'-2" LOFT 15'-3" x 13'-2" BATH 2 PRIMARY BED W.I.C. 15'-5" x 14'-11" PRIMARY BATH LINEN DN 17R BATH 3 W.I.C. LIN.
LINEN 2ND FLOOR PLAN
18'-0" 35'-0"
42'-0"
46'-0" P3 GROSS SF 4 BED / 4 BATH 1ST FLOOR 1088 SQ. FT. 2ND FLOOR 1391 SQ. FT. TOTAL LIVING 2479 SQ. FT. GARAGE 454 SQ. FT. 0 2 4 8 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. A5.1 PLAN 3 FLOOR PLANS 2ND FLOOR PLAN - EA (ENHANCED) FACING E. ROUTE 66 PRIMARY BED W.I.C. 15'-5" x 14'-11" PRIMARY BATH LIN. 6'-0" 0 2 4 8 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. A5.2 PLAN 3 FLOOR PLANS ENHANCED FLOOR PLANS 4:12
RIDGE
4:12 5:12 RIDGE 5:12 4:12 4:12 1'-4" TYP. EAVE OVERHANG ROOF - STYLE A 4:12
RIDGE
4:12 *NO MECHANICAL EQUIPMENT TO BE PLACED ON ROOF 4:12 RIDGE 4:12 4:12 4:12 10" TYP.
EAVE OVERHANG
1'-4"
EAVE OVERHANG ROOF - STYLE B
5:12
RIDGE
5:12
5:12
RIDGE
5:12 0 2 4 8 ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. A5.3 PLAN 3 ROOF PLANS ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. A6.0 COLOR & MATERIAL BOARD ENTITLEMENT SUBMITTAL GLENDORA, CA # 20241252 May 12, 2026 MOUNTAIN VIEW CROSSING Architecture | Branding Interiors | Planning 17911 Von Karman Ave, Suite 200 Irvine, CA 92614 949.851.2133 ktgy.com MW INVESTMENTS, LLC. A6.1 COLOR & MATERIAL BOARD
SIGNAL AHEAD
SIGNAL AHEAD UP 17R UP17R UP 17R UP 17R UP 17R UP 17R UP17R UP17R UP 17R UP 17R UP 17R UP17R UP17R UP17R UP17R 17R UP 17RUP 17R UP UP17R UP 17R UP 17R 17RUP UP 17R UP 17R UP 17R UP 17R UP 17R UP 17R LOT 01 PLAN 3 LOT 28 PLAN 3 OPEN SPACE LOT 02 PLAN 1 LOT 03 PLAN 2 LOT 22 PLAN 1 LOT 23 PLAN 2 LOT 24 PLAN 3 LOT 26 PLAN 2 LOT 27 PLAN 1 OPEN SPACE LOT 20 PLAN 3 LOT 21 PLAN 2 LOT 04 PLAN 1 LOT 05 PLAN 2 LOT 06 PLAN 1 LOT 07 PLAN 3 LOT 25 PLAN 3 LOT 12 PLAN 1A LOT 10 PLAN 1 LOT 14 PLAN 1A LOT 16 PLAN 1A LOT 19 PLAN 3 LOT 08 PLAN 3 LOT 13 PLAN 2 LOT 15 PLAN 2 LOT 17 PLAN 3 LOT 11 PLAN 2 LOT 09 PLAN 2 LOT 18 PLAN 2 UP 17R 0 1" = 40' 20 40 80
SIGNAL AHEAD UP 17R UP17R UP 17R UP 17R UP 17R UP 17R UP17R UP17R UP 17R UP 17R UP 17R UP17R UP17R UP17R UP17R 17R UP 17RUP 17R UP UP17R UP 17R UP 17R 17RUP UP 17R UP 17R UP 17R UP 17R UP 17R UP 17R LOT 28 PLAN 3 OPEN SPACE LOT 02 PLAN 1 LOT 03 PLAN 2 LOT 22 PLAN 1 LOT 23 PLAN 2LOT 24 PLAN 3 LOT 26 PLAN 2 LOT 27 PLAN 1 OPEN SPACE LOT 20 PLAN 3 LOT 21 PLAN 2 LOT 04 PLAN 1 LOT 05 PLAN 2 LOT 06 PLAN 1 LOT 07 PLAN 3 LOT 25 PLAN 3 LOT 12 PLAN 4 LOT 10 PLAN 1 LOT 14 PLAN 4 LOT 16 PLAN 1 LOT 19 PLAN 3 LOT 08 PLAN 3 LOT 13 PLAN 2 LOT 15 PLAN 2 LOT 17 PLAN 3 LOT 11 PLAN 2 LOT 09 PLAN 2 LOT 18 PLAN 2 LOT 01 PLAN 3 0 1" = 40' 20 40 80 SIGNAL AHEAD UP 17R UP17R UP 17R UP 17R UP 17R UP 17R UP17R UP17R UP 17R UP 17R UP 17R UP17R UP17R UP17R UP17R 17R UP 17RUP 17R UP UP17R UP 17R UP 17R 17RUP UP 17R UP 17R UP 17R UP 17R UP 17R UP 17R LOT 01 PLAN 3 LOT 28 PLAN 3 OPEN SPACE LOT 02 PLAN 1 LOT 03 PLAN 2 LOT 22 PLAN 1 LOT 23 PLAN 2 LOT 24 PLAN 3 LOT 26 PLAN 2 LOT 27 PLAN 1 OPEN SPACE LOT 20 PLAN 3 LOT 21 PLAN 2 LOT 04 PLAN 1 LOT 05 PLAN 2 LOT 06 PLAN 1 LOT 07 PLAN 3 LOT 25 PLAN 3 LOT 12 PLAN 1A LOT 10 PLAN 1 LOT 14 PLAN 1A LOT 16 PLAN 1A LOT 19 PLAN 3 LOT 08 PLAN 3 LOT 13 PLAN 2 LOT 15 PLAN 2 LOT 17 PLAN 3 LOT 11 PLAN 2 LOT 09 PLAN 2 LOT 18 PLAN 2 0 1" = 50' 25 50 100 SIGNAL AHEAD UP 17R UP17R UP 17R UP 17R UP 17R UP 17R UP17R UP17R UP 17R UP 17R UP 17R UP17R UP17R UP17R UP17R 17R UP 17RUP 17R UP UP17R UP 17R UP 17R 17RUP UP 17R UP 17R UP 17R UP 17R UP 17R UP 17R 5. FIRE LANE FIRE LANE VIOLATING VEHICLES WILL BE CITED OR TOWED AT OWNER'S EXPENSE CVC 22658A CVC 22500.1 POLICE OR SHERIFF'S PHONE NUMBER 0 1" = 40' 20 40 80
Conceptual Landscape Plan
Mountain View Crossing
Project No.: MJW13
Date: Mar. 23, 2026
3rd City Submittal L-1
Central community open space area with electric bbq, bike rack, shade structure, tables, various seating, cornhole, and lawn spaces for social events and group gatherings. See Sheet L2 for enlargement.
Dog relief area with lawn space, dog bag station, and various seating. See Sheet L3 for enlargement.
Reading Nook.
Proposed wall, pilaster, gate or fence, per Wall & Fence Plan.
Enhanced paving at main project entry.
Proposed tree, per Planting Plan.
5' wide pedestrian path natural colored concrete, with light top-cast finish and saw-cut joints.
4' wide community natural colored concrete sidewalk, with light top-cast finish and saw-cut joints.
Natural colored concrete driveway, with light broom finish and tooled joints.
Short term bike parking (1 bike rack to accommodate 2 bike stalls).
Private patio / yard area, homeowner maintained.
13. 9.
8. 7.
6. 5.
2. 1.
LEGEND
14. 16.
17. 18.
19. 20.
22. 21.
23. 24.
Common area landscape, builder installed and HOA maintained.
Project monument signage. See Sheet L4 for elevations.
Property line.
Public street R.O.W.
Proposed public street sidewalk, per Civil plans.
Proposed AC condenser locations, per Architecture plans.
Transformer to be wrapped with landscape graphic, quantity and final locations to be determined.
3'-4" wide unit entries.
Two community cluster mailboxes and one parcel lockers, per USPS review and approval.
City ROW planting area. See Sheet L4 for enlargement.
Line of Sight.
Quiet space with DG, adirondack seating, and a seat wall.
Colored concrete crosswalks.
Guest parking stall.
Utilities, per other.
Existing Oak Tree to Remain.
Arborist Report #18
80'
Scale: 1" = 40'
0 20' 40'
15. 4.
3. 10.
11. 1
6 14
4 13
1 1
2 3
4 5
8 9
10 11
12 12
11 14
14 15
17 7
1 5
18 19
18 18
2 13
*Conceptual images (provided herein are conceptual and subject to change)
12. 8
17 19
20 21
Existing Oak Tree to Remain.
Arborist Report #17
22 23
4 24
24 4
4 21
17 25.
25 25
25 16
26. 26
Conceptual Landscape Plan - Community Gathering Space Enlargement Mountain View Crossing
Project No.: MJW13
Date: Mar. 23, 2026
3rd City Submittal L-2
3 1
4 2
3 Lawn Space
Adirondack Chair
Shade Structure 1
Electric Barbeque
with Screening
4 Dining Table and Chairs 2
5 Bike Rack
Trash
Bench
3 Lawn
5 20'
Scale: 1" = 10'
0 5' 10'
6 6
7 7
*Conceptual images (provided herein are conceptual
and subject to change)
Community Gathering Space Enlargement
Mailboxes
Trash
Colored Crosswalk
Seat Wall
8 8
Guest Parking
Dog Bag Station
Conceptual Landscape Plan - Dog Park Enlargement
Mountain View Crossing
Project No.: MJW13
Date: Mar. 23, 2026
3rd City Submittal L-3
Adirondack Chairs
Bench 4
Dog Bag Station 3
Bench 4
2 2
Artificial Dog Turf 1
1 3
4 *Conceptual images (provided herein are conceptual and subject to change) Dog Park Enlargement
20'
Scale: 1" = 10'
0 5' 10'
Adirondack Chairs 2
10'-0"
±3'-8"
±3'-0"
MOUNTAIN VIEW
CROSSING
CL CL 10'-0"
±3'-8"
±3'-0"
MOUNTAIN VIEW
CROSSING
CL CL
Conceptual Landscape Plan - City ROW Enlargement
Mountain View Crossing
Project No.: MJW13
Date: Mar. 23, 2026
3rd City Submittal
City ROW Line of Sight
Planting
Terra Cotta Cap
L-4
*Conceptual images (provided herein are conceptual and subject to change) 30'
Scale: 1" = 15'
0 7.5' 15'
Light Colored Stucco
to match Arch
Black Colored Metal Lettering
±7
1 2
" high letters
±5" from top of Wall
±1'-2" Line Spacing
Scale: NTS
Dimensioned Elevation Rendered Elevation
Scale: 1" = 1'
City ROW Enlargement
Laser-Cut Panel to resemble
the local mountain range
silhouette (Pinned to Wall)
Proposed Project
Monument Signage
PL/ROW
City ROW
Planting
LOT 01
PLAN 3
LOT 28
PLAN 3
OPEN
SPACE
LOT 02
PLAN 1
LOT 03
PLAN 2
LOT 22
PLAN 1
LOT 23
PLAN 2
LOT 24
PLAN 3
LOT 26
PLAN 2
LOT 27
PLAN 1
OPEN
SPACE
LOT 20
PLAN 3
LOT 21
PLAN 2
LOT 04
PLAN 1
LOT 05
PLAN 2
LOT 06
LOT 07 PLAN 1
PLAN 3
LOT 25
PLAN 3
LOT 12
PLAN 1A
LOT 10
PLAN 1
LOT 14
PLAN 1A
LOT 16
PLAN 1A
LOT 19
PLAN 3
LOT 08
PLAN 3
LOT 13
PLAN 2
LOT 15
PLAN 2
LOT 17
PLAN 3
LOT 11
PLAN 2
LOT 09
PLAN 2
LOT 18
PLAN 2
Limit of Work
Limit of Work
Limit of Work
Limit of Work
R A I L R O A D
R O U T E 6 6
PROPOSED WALL LEGEND
Existing Property Line wall with vinyl fence on top, to remain (ht. & retaining, per Civil Engineer).
New Project monument signage.
New 5'-9" High (min. on high side) stucco over CMU wall (on public side), retaining per civil, with stucco cap.
New 5'-9" High precision CMU, with 2" concrete cap, retaining per civil, (tan color).
New 5'-0" High tube steel fence (black color).
New Varying Height stucco over CMU wall (retaining, per civil), with stucco cap New 2'-0" High stucco over CMU or smooth concrete seat wall (retaining, per civil).
New 6'-0" High stucco over CMU pilaster 18 sq., with 2" high terra cotta cap.
New 6'-0" High stucco over CMU pilaster 14"Wx18"L rectangular, with 2" high terra cotta cap.
New 5'-0Existing Property Line wall with vinyl fence on top, to remain (ht. & retaining, per Civil Engineer). - 2nd Sub
PROPOSED WALL LEGEND
Existing Property Line wall with vinyl fence on top, to remain (ht. & retaining, per Civil Engineer).
New Project monument signage.
New 5'-9" High (min. on high side) stucco over CMU wall (on public side), retaining per civil, with stucco cap.
New 5'-9" High precision CMU, with 2" concrete cap, retaining per civil, (tan color).
New 5'-0" High tube steel fence (black color).
New Varying Height stucco over CMU wall (retaining, per civil), with stucco cap New 2'-0" High stucco over CMU or smooth concrete seat wall (retaining, per civil).
New 6'-0" High stucco over CMU pilaster 18 sq., with 2" high terra cotta cap.
New 6'-0" High stucco over CMU pilaster 14"Wx18"L rectangular, with 2" high terra cotta cap.
New 5'-0Existing Property Line wall with vinyl fence on top, to remain (ht. & retaining, per Civil Engineer). - 2nd Sub Conceptual Wall & Fences Plan
Mountain View Crossing
Project No.: MJW13
Date: Mar. 23, 2026
3rd City Submittal
1 L-5
1 2
2 3
4 5
6 6 8
5 7
3 4 5
*Conceptual images (provided herein are conceptual and subject to change) 8 7
80'
Scale: 1" = 40'
0 20' 40'
Typ. AC Units located
in rear yard.
Typ. individual trash carts
located in side yard.
Typ. AC Units located
in rear yard.
Typ. individual trash carts
located in side yard.
Typ. AC Units located
in rear yard. Typ. individual trash carts
located in side yard.
Ex. Retaining wall ends at Lot 13
and continues as vinyl fence south
towards Lot 19 and beyond.
LOT 01
PLAN 3
LOT 28
PLAN 3
OPEN
SPACE
LOT 02
PLAN 1
LOT 03
PLAN 2
LOT 22
PLAN 1
LOT 23
PLAN 2
LOT 24
PLAN 3
LOT 26
PLAN 2
LOT 27
PLAN 1
OPEN
SPACE
LOT 20
PLAN 3
LOT 21
PLAN 2
LOT 04
PLAN 1
LOT 05
PLAN 2
LOT 06
LOT 07 PLAN 1
PLAN 3
LOT 25
PLAN 3
LOT 12
PLAN 1A
LOT 10
PLAN 1
LOT 14
PLAN 1A
LOT 16
PLAN 1A
LOT 19
PLAN 3
LOT 08
PLAN 3
LOT 13
PLAN 2
LOT 15
PLAN 2
LOT 17
PLAN 3
LOT 11
PLAN 2
LOT 09
PLAN 2
LOT 18
PLAN 2
Limit of Work
Limit of Work
Limit of Work
Limit of Work
R A I L R O A D
R O U T E 6 6
U
U
U
U
U
U
U U
U
U
U
U
U U U
U
U U U
U U
U U
U U
Lagerstroemia ixf (Natchez)
Quercus agrifolia (Coast Live Oak)
Type/Form
Platanus racemosa (California Sycamore)*
Cupressus sempervirens (Italian Cypress)
PLANTING LEGEND
Symbol
Medium
*Specimen
*Canopy
Columnar
Trunk
Multi
Single
Single
Botanical Name (Common Name)
Suggestions
Single
Flowering
Geijera parvilflora (Australian Willow) Single /
Multi
Size
48" Box
48" Box
24" Box
36" Box
36" Box
TREES
Low
Mod.
Mod.
(R4)
WUCOLS
Qty.
4 Low
Mod.
Evergreen Buffer Tristania conferta (Brisbane Box) Single 36" Box Mod.
Magnolia grandiflora (Little Gem)
Utility Screen Westringia fruticosa 'Wynabbie Gem' Single SHRUBS
15 Gal. Low
Total = 109
(Coast Rosemary)
Vines Macfadyena unguis-cati (Cat's Claw) -
VINES
5 Gal. Low
15 14
23 3
15 31
25 Ligustrum japonicum (Japanese privet) Single 15 Gal. Mod.
Deciduous
*Street Arbutus u. 'Marina' (Marina Strawberry Tree) Single 48" Box Mod. 31 Medium
Evergreen
U
Conceptual Planting Plan
NOTES:
1. Shrub / groundcover plantings & Irrigation (including spray and/or drip) will be provided, in the Construction Document phase, and to be installed per local California water regulations, to meet WELO - Water Efficient Landscape Ordinance (AB1881) & City of Glendora's Municipal Code §21.03.015 (Landscape Standards), to demonstrate compliance with applicable requirements, including MWELO, planting system and material requirements, water efficiency, landscape setback standards, parking lot landscaping, tree planting standards, urban tree preservation, and irrigation design.
2. Transformers, back-flow preventers & other above-ground utilities to be screened with landscape as permitted per local codes & regulations.
3. The plant palette listed provides a list of plant material to select from when preparing final landscape construction documents for this project. However, substitutions may be required due to availability, soils tests, or other conditions.
4. All trees within 5' of hardscape to be installed with deep root barriers.
VINES & ESPALIERS
Bougainvillea 'Monka' Bougainvillea
Macfadyena unguis-cati Cat's Claw Vine
(Oo-La-La® Bougainvillea)
Antigonon leptopus Coral Vine
Low
Low
Low
SHRUBS and GROUND COVER
Agave spp.
Aloe spp.
Bougainvillea spp.
Lavandula stoechas 'Larkman Hazel'
Rosmarinus o. 'Huntington Carpet'
Chamaerops humilis
Anigozanthos
Carex divulsa
Muhlenbergia capillaris
Kalanchoe thyrsiflora
Delosperma spp.
Callistemon citrinus 'Little John'
Dasylirion longissimum
Westringia spp.
Dianella revoluta 'Little Rev'
Yucca gloriosa
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
WUCOLS (R4)
Agave
Aloe
Bougainvillea
Hazel™ Spanish Lavender
Groundcover Rosemary
Mediterranean Fan Palm
Kangaroo Paw
Berkeley Sedges
Pink / Hairy Awn Muhly
Flapjack Paddle Plant
Trailing Ice Plant
Dwarf Bottlebrush
Mexican Grass Tree
Westringia
Little Rev™ Flax Lily
Spanish Dagger
Hesperaloe parviflora Red / Yellow Yucca Low
Grevillea lanigera 'Prostrate' Prostrate Woolly Grevillea Low
1. All proposed planting areas shall be treated with soil conditioners to increase and retain soil moisture.
2. Plant materials shown on plan are appropriate suggestions only. Plant materials have been selected for their low-water demand. Final selections are to be determined in final Construction Plans, per City Standards and Landscape Manual.
3. The final Construction Plans shall address Xeriscape (low-water usage) principles as described in the City of Glendora's landscape manual and local AB1881 Water Rules & Regulations (if applicable) and have only low volume or subsurface irrigation within twenty-four inches of an impermeable surface.
4. Three inches of bark mulch will be used in non-turf areas to reduce moisture loss. Turf is located at the pocket park only.
5. All areas requiring slope re-vegetation planting shall be irrigated with a permanent automatically controlled irrigation system covering 100% of the planted area.
6. Self-supporting vine plantings to be 30% of all plantable cells of the keystone wall. In addition, self- supporting vines must also be planted at the base of the wall spaced at 5' O.C. Drip irrigation must be provided to the wall.
WATER CONSERVATION (PLAN):
TREE MITIGATION CALCULATIONS:
Total Mitigation Trees Required:
42 - 36” Box Trees
45 - 48” Box Trees
Total Mitigation Trees Provided:
43 - 36" Box Trees
50 - 48" Box Trees
Percentage Calculations:
1 42 (x100) = 2.38% over the required 36" box mitigation trees 5 45 (x100) = 11.11% over the required 48" box mitigation trees Mountain View Crossing
Project No.: MJW13
Date: Mar. 23, 2026
3rd City Submittal L-6
80'
Scale: 1" = 40'
0 20' 40'
Existing Oak Tree to Remain.
Arborist Report #18
Existing Oak Tree to Remain.
Arborist Report #17
Typ. AC Units located
in rear yard.
Typ. individual trash carts
located in side yard.
Typ. AC Units located
in rear yard.
Typ. individual trash carts
located in side yard.
Typ. AC Units located
in rear yard. Typ. individual trash carts
located in side yard.
LOT 01
PLAN 3
LOT 28
PLAN 3
OPEN
SPACE
LOT 02
PLAN 1
LOT 03
PLAN 2
LOT 22
PLAN 1
LOT 23
PLAN 2
LOT 24
PLAN 3
LOT 26
PLAN 2
LOT 27
PLAN 1
OPEN
SPACE
LOT 20
PLAN 3
LOT 21
PLAN 2
LOT 04
PLAN 1
LOT 05
PLAN 2
LOT 06
LOT 07 PLAN 1
PLAN 3
LOT 25
PLAN 3
LOT 12
PLAN 1A
LOT 10
PLAN 1
LOT 14
PLAN 1A
LOT 16
PLAN 1A
LOT 19
PLAN 3
LOT 08
PLAN 3
LOT 13
PLAN 2
LOT 15
PLAN 2
LOT 17
PLAN 3
LOT 11
PLAN 2
LOT 09
PLAN 2
LOT 18
PLAN 2
Limit of Work
Limit of Work
Limit of Work
Limit of Work
R A I L R O A D
R O U T E 6 6
LOT 01
PLAN 3
LOT 28
PLAN 3
OPEN
SPACE
LOT 02
PLAN 1
LOT 03
PLAN 2
LOT 22
PLAN 1
LOT 23
PLAN 2
LOT 24
PLAN 3
LOT 26
PLAN 2
LOT 27
PLAN 1
OPEN
SPACE
LOT 20
PLAN 3
LOT 21
PLAN 2
LOT 04
PLAN 1
LOT 05
PLAN 2
LOT 06
LOT 07 PLAN 1
PLAN 3
LOT 25
PLAN 3
LOT 12
PLAN 1A
LOT 10
PLAN 1
LOT 14
PLAN 1A
LOT 16
PLAN 1A
LOT 19
PLAN 3
LOT 08
PLAN 3
LOT 13
PLAN 2
LOT 15
PLAN 2
LOT 17
PLAN 3
LOT 11
PLAN 2
LOT 09
PLAN 2
LOT 18
PLAN 2
Limit of Work
Limit of Work
Limit of Work
Limit of Work
R A I L R O A D
R O U T E 6 6
5'-0"
5'-0"
5'-0"
5'-0"
5'-0"
4'-0"
4'-0"
4'-0"
4'-0"
5'-0"
4'-0"
4'-0"
4'-0"
4'-0"
4'-0"
4'-0"
ONISTE PEDESTRIAN PATH OF TRAVEL
Min. 4' wide
Takeoff: 9,470 sf
PROJECT ENTRY POINT (PEDESTRIAN)
Takeoff: 1
PROJECT ENTRY POINT (VEHICULAR)
Takeoff: 1
EXISTING PUBLIC SIDEWALK
Min. 5' wide
Takeoff: 558 lf
PEDESTRIAN PATH OF TRAVEL
(ONSITE - FURTHEST ROUTE)
Takeoff: 719 lf
PROPOSED PUBLIC SIDEWALK
Min. 5' wide
Takeoff: 163 lf
Conceptual Pedestrian Circulation Plan
Mountain View Crossing
Project No.: MJW13
Date: Mar. 23, 2026
3rd City Submittal L-7
80'
Scale: 1" = 40'
0 20' 40'
LEGEND
Regular trash cart (65 gal).
Recycle cart (65 gal).
Organic waste cart (65 gal).
(Option for smaller 35 gal cart is available)
Trash hauler path of travel.
T
R
O
LOT 01
PLAN 3
LOT 28
PLAN 3
OPEN
SPACE
LOT 02
PLAN 1
LOT 03
PLAN 2
LOT 22
PLAN 1
LOT 23
PLAN 2
LOT 24
PLAN 3
LOT 26
PLAN 2
LOT 27
PLAN 1
OPEN
SPACE
LOT 20
PLAN 3
LOT 21
PLAN 2
LOT 04
PLAN 1
LOT 05
PLAN 2
LOT 06
LOT 07 PLAN 1
PLAN 3
LOT 25
PLAN 3
LOT 12
PLAN 1A
LOT 10
PLAN 1
LOT 14
PLAN 1A
LOT 16
PLAN 1A
LOT 19
PLAN 3
LOT 08
PLAN 3
LOT 13
PLAN 2
LOT 15
PLAN 2
LOT 17
PLAN 3
LOT 11
PLAN 2
LOT 09
PLAN 2
LOT 18
PLAN 2
Limit of Work
Limit of Work
Limit of Work
Limit of Work
R A I L R O A D
R O U T E 6 6
T R O
T R O
T R O
T R O
T R O T R O
T R O
T R O T R O
T R O
T R O T R O
T R O T R O
T R O T R O
T R O
T R O
T R O
T R O
T R O
T R O T R O
T R
O
T R O
T R O
T R O
T R O
Conceptual Trash and Circulation Exhibit
Mountain View Crossing
Project No.: MJW13
Date: Mar. 23, 2026
3rd City Submittal L-8
80'
Scale: 1" = 40'
0 20' 40'
No parking during Trash pick-up
No parking during Trash pick-up
*Conceptual image of trash pick-up signage to be posted at guest parking spaces LOT 01
PLAN 3
LOT 28
PLAN 3
OPEN
SPACE
LOT 02
PLAN 1
LOT 03
PLAN 2
LOT 22
PLAN 1
LOT 23
PLAN 2
LOT 24
PLAN 3
LOT 26
PLAN 2
LOT 27
PLAN 1
OPEN
SPACE
LOT 20
PLAN 3
LOT 21
PLAN 2
LOT 04
PLAN 1
LOT 05
PLAN 2
LOT 06
LOT 07 PLAN 1
PLAN 3
LOT 25
PLAN 3
LOT 12
PLAN 1A
LOT 10
PLAN 1
LOT 14
PLAN 1A
LOT 16
PLAN 1A
LOT 19
PLAN 3
LOT 08
PLAN 3
LOT 13
PLAN 2
LOT 15
PLAN 2
LOT 17
PLAN 3
LOT 11
PLAN 2
LOT 09
PLAN 2
LOT 18
PLAN 2
Limit of Work
Limit of Work
Limit of Work
Limit of Work
R A I L R O A D
R O U T E 6 6
U
U
U
U
U
U
U U
U
U
U
U
U U U
U
U U U
U U
U U
U U
PHOTO SYMBOL MANUFACTURER/MODEL/DESCRIPTION QTY
FX Luminaire FB
Fits well into tight spaces. 7.5in. H x 2.0in. Dia.
Order code: FB, Aluminum Alloy, (BZ) Bronze Metallic,
3-Prong Spike
Lamp: FB-3LED, 4.2W / 4.5VA, 2700K, Beamspread: Spot
29 LIGHTING SCHEDULE (12V LOW VOLTAGE)
AMENITY AREAS
PHOTOMETRIC
SCHEDULE
ROADSWAY & PARKING
PHOTOMETRIC
SCHEDULE
WALKS & DRIVEWAYS
PHOTOMETRIC
SCHEDULE
LUMINAIRE SCHEDULE
SYMBOL CALLOUT QUANTITY MODEL NOTE 1 NOTE 2 LAMP DESCRIPTION BALLAST MOUNTING VOLTS Conceptual Photometrics & Low Voltage Lighting Plan
Mountain View Crossing
Project No.: MJW13
Date: Mar. 23, 2026
3rd City Submittal L-9
80'
Scale: 1" = 40'
0 20' 40'
A
B
C
D
NOTES:
1. Proposed site lighting & Landscape lighting (landscape up-lights, path lights/bollards, etc.) to be coordinated, with Electrical Engineer in future Construction Documents phase.
2. Proposed lighting specifications are subject to change and dependant future Electrical Engineer's drawings as well as product availability.
3. Parking lot light, bollard fixtures and light fixtures on buildings shall be full cut-off fixtures (with house shields), preventing light from spilling over into off-site properties.
4. Outdoor lighting standards to conform to City's "Exterior Lighting" development code standards and current state green code standards.
A
B
C
D
NOTICE OF PUBLIC HEARING
City Council
YOU MAY BE AFFECTED BY THE FOLLOWING:
_____________________________________________
NOTICE IS HEREBY GIVEN that the City Council of the City of Glendora will hold a public hearing pursuant to §21.01.030 (E) and §21.02.040, of the Glendora Municipal Code in the City Council Chamber of City Hall, 116 E. Foothill Boulevard, Glendora, California, to receive and consider all evidence and reports relating to the following application/project:
Hearing Date: Tuesday, June 23, 2026, at 7:00 p.m.
File Number: PLN25-5043
Subject Property: 1706 E. Route 66 & 1675 Inola Street
Request: Development Plan Review (DPR) and Tentative Tract Map (TTM) to develop a 2-story, 28-unit single-family residential unit development.
Applicant: Matthew Waken
General Plan Land Use /
Zoning:
Low/Medium Density Residential (3.1-6 du/acre) /
R-1 (Single Family Residential)
Environmental: A Categorical Exemption is being recommended for this project, pursuant to §15332 of the California Environmental Quality Act guidelines.
Contact Person: Yalini Siva, Senior Planner
(626) 914-8213 or [email protected]
All interested parties are invited to attend said hearing and express their views on this matter. Should you be unable to attend the public hearing, your testimony must be made in writing and delivered prior to the scheduled hearing date as follows: City Clerk Department, 116 E. Foothill Blvd, Glendora, CA, 91741, [email protected].
Further information on this item will be posted to the city’s website at CityofGlendora.gov/citymeetings and will be on file for public inspection and copying for the cost of duplication, at the office of the City Clerk, 116 E. Foothill Blvd, Glendora, CA, between the hours of 8:00 a.m. and 5:00 p.m., Monday through Friday, exclusive of holidays, within those hours for agenda posting and public inspection as required by the Ralph M. Brown Act, California Government Code § 54950 et seq. as applicable to this meeting.
Further Information on the above application may be obtained or viewed at the Community Development Department Planning Division, located at 116 E. Foothill Blvd, Glendora, CA, 91741 or by telephone at (626) 914-8214.
If you challenge this action(s) in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the City Council, or prior to, the public hearing.
Kathleen R. Sessman, MMC
City Clerk/Communications Director
Mailed: June 11, 2026
Published: June 11, 2026 (San Gabriel Valley Examiner)
CERTIFICATION
I, Kathleen R. Sessman, City Clerk of the City of Glendora, hereby certify that I posted a copy of this Notice on the bulletin board outside the City Hall Council Chamber, 116 E. Foothill Boulevard on June 11, 2026.
Kathleen R. Sessman, MMC
City Clerk/Communications Director
PUBLIC HEARING FOR VESTING TENTATIVE TRACT MAP AND DEVELOPMENT PLAN REVIEW FOR THE DEVELOPMENT OF 28 SINGLE-FAMILY RESIDENTIAL UNITS (LOCATION: 1706 E ROUTE 66 AND 1675 INOLA STREET, GLENDORA, CALIFORNIA; APNS: 8654-001-038, 8654-001-037 AND 8654-001-036; PROJECT FILE NO.:
PLN25-5043)
COMMUNITY DEVELOPMENT
CITY COUNCIL
JUNE 23, 2026
YALINI SIVA, SENIOR PLANNER
PROJECT / REQUEST
▪ Tentative Tract Map (TTM) No. 84970 to subdivide land to create 28 residential detached, single-family homes.
▪ Development Plan Review (DPR) for approval of the project’s development plans.
▪ SB 330 for early vesting for overall fees, streamlining of process, and replacement of existing residential units. ▪ CEQA Notice of Categorical Exemption.
PROJECT LOCATION
PROJECT SITE
AFFORDABLE HOUSING
▪ Three of the 28 homes will be available for purchase to moderate income qualified buyers. State law allows
developers to request concessions, waivers and incentives. ▪ Reduced parking, pursuant to Govt State Code 65915(p)(1) ▪ Reduced lot area, lot width, depth, setbacks; higher heights
SITE PLAN
LANDSCAPE
PLAN
ELEVATIONS
STREET VIEW RENDERING
PUBLIC NOTICE
On June 11, 2026:
▪ Notices were sent out to all property owners within 300 feet of the site per GMC;
▪ Notice was published in the San Gabriel Valley Examiner; ▪ Notices were posted to site notification boards.
That the City Council:
1. Adopt a Categorical Exemption pursuant to the California Environmental Quality Act (CEQA) for the project; and
2. Adopt a Resolution entitled: “A RESOLUTION OF THE CITY COUNCIL APPROVING TENTATIVE TRACT MAP (NO. 84970) AND
DEVELOPMENT PLAN REVIEW FOR SUBDIVISION OF LAND TO
CONSTRUCT TWENTY-EIGHT (28) SINGLE-FAMILY RESIDENTIAL
UNITS ON CERTAIN PROPERTY LOCATED AT 1706 EAST ROUTE 66 AND 1675 INOLA STREET, GLENDORA, CALIFORNIA (APN#s 8654- 001-038, 8654-001-037 & 8654-001-036) (FILE NO. PLN25-
5043).”
RECOMMENDATIONS
JUNE 23, 2026 MEETING
of the
City Council, Successor Agency and Housing Authority
Re: Public Testimony:
INFORMATION RECEIVED
Attached:
1) Index of Public Testimony received before posting
Index of Correspondence Received:
Date Received Agenda Item From Email /Phone
6/19/2026 #6 – Tract Map and Development Plan Review Letter #1 N/A 6/19/2026 #6 – Tract Map and Development Plan Review Letter #2 N/A 6/19/2026 #6 – Tract Map and Development Plan Review Letter #3 N/A 6/19/2026 #6 – Tract Map and Development Plan Review Letter #4 N/A 6/19/2026 #6 – Tract Map and Development Plan Review Letter #5 N/A 6/19/2026 #6 – Tract Map and Development Plan Review Letter #6 N/A
STAFF REPORT
TO: Mayor and Council Members DATE: June 23, 2026
FROM: Finance DISTRICT(S): Citywide
SUBJECT: City of Glendora and Glendora Successor Agency Investment Report for May 2026
RECOMMENDATION
That the City Council and Successor Agency:
1. Receive and file the Monthly Investment Activity Report for May 2026.
STRATEGIC FOCUS AREAS
Not Applicable.
EXECUTIVE SUMMARY
The City’s total book value of cash and investments as of May 31, 2026, was $133,413,923, representing an increase of $2,684,128 (2.05%) compared to the prior month. This increase is primarily attributable to the receipt of Property Tax of $5,093,413 and Sales Tax & Measures E/Z of $1,891,265 offset by the City's 2019 Pension Obligation Bond principal and interest payment of $3,421,095.
LEGISLATIVE HISTORY / PREVIOUS ACTIONS
Pursuant to Section 19 of the City’s FY 2025-26 Investment Policy, a monthly investment report must be provided to the City Council to provide a clear picture of the status of the current portfolio.
DISCUSSION
In accordance with the City’s FY 2025-26 Investment Policy, the attached investment reports provide detailed information on the City’s investment portfolio as of the end of the reporting period. The report includes a listing of individual securities by authorized investment category, average life and final maturity, coupon or earnings rate, par value, market value, and book value. The report also includes investments managed on behalf of the City by thirdparty investment managers.
During the month of May, the City completed eleven investment purchases, consisting of Federal Agency Securities, US Treasury Notes, Medium-Term Corporate Notes, and Limited Term Government Funds, totaling $12,334,778. Additionally, two securities matured totaling $4,000,000, resulting in no realized gains or losses for the month.
FISCAL IMPACT
There is no fiscal impact associated with the recommended action.
ENVIRONMENTAL DETERMINATION
Not Applicable
Prepared By: George Perez-Sosa, Accounting Technician
Concurs With: Not Applicable
Reviewed By: George Perez-Sosa, Accounting Technician
Certified to Availability of Funds: Kyle Johnson, Finance Director/City Treasurer Approved By: Adam Raymond, City Manager
Legal Review: Not Applicable
CEQA Review: Not Applicable
Attachments
A_May_2026_Investment_Report.pdf
May FY 2024 FY 2025 FY 2026
Interest $165,392 $230,390 $229,923
Average Monthly Yield 1.86% 2.34% 3.37%
Approved By:Kyle Johnson, Finance Director/City TreasurerI hereby certify that the investments are in compliance with the investment policy adopted by the City Council. The investment portfolio provides sufficient funds to meet the budgeted expenditures over the next six months.
CITY OF GLENDORA
INVESTMENT REPORT SUMMARY
May 31, 2026
Pursuant to California Government Code Section 53600 et seq. and Section 16 of the City of Glendora’s Investment Policy, a monthly investment report must be provided to the City Council providing a clear picture of the status of the current investment portfolio. Included in the report are several specific items relating to portfolio holdings including, but not limited to, investment type, par value, market value, book value, coupon rate and yield to maturity.The report is in conformity with the City’s Investment Policy and California Government Code 53601. Per the policy, the report reflects pooled cash from all city funds. Itdoes not reflect any restrictions associated with how each individual fund can be utilized. This information is provided through other financial reports that include thebudget, Annual Comprehensive Financial Report and other financial reports available through the website. The objective of the City investments is to provide safety of principal and liquidity, while then providing a return on investments. (Section 4 of the policy). All brokeredtransactions are held by a third-party custodian designated by the Treasurer. (Section 14 of the policy). There is currently one custodial account, which is UBS. Below is a comparison of the average monthly yield and interest received from prior years for the same month, along with a visual graph:
0.00%0.50%1.00%1.50%2.00%2.50%3.00%3.50%4.00%
$0
$50,000
$100,000$150,000$200,000$250,000
FY 2024 FY 2025 FY 2026
Interest Average Monthly Yield
Financial Advisor
CHEN/GIORDANO/CRAWFORD
626-405-4753
UBS Client Review
As of May 31, 2026
251 South Lake Avenue10th FloorPasadena, CA 911013003Branch office Report Prepared for: City of Glendora* excluded from performance exhibits Type
AccountName
AccountNumberSX XX180 City of Glendora Business Service Account@SX XXX279* CITY OF GL Non UBS Investment LAIF@SX XXX283* CITY OF GL Non UBS Investment Bank of America What's insideAsset Allocation Review. . . . . . . . . . . . . . . . . . . . . . 2Sources of Portfolio Value. . . . . . . . . . . . . . . . . . . . 3Bond Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Portfolio Holdings. . . . . . . . . . . . . . . . . . . . . . . . . . 5Bond Holdings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Important Information About This Report. . . . . . . . 35
Consolidated report prepared for City of Glendora
Asset Allocation Reviewas of May 31, 2026
Summary of Asset Allocation
Market
value ($)
% of
Portfolio
Cash 46,845,668.61 35.03
Cash 46,845,668.61 35.03 US 46,845,668.61 35.03
Fixed Income 86,886,680.38 64.97
US 86,886,680.38 64.97 US Fixed Income 14,100,014.05 10.54 Government 53,040,251.98 39.66 Corporate IG Credit 19,746,414.35 14.77 Equity 0.00 0.00Commodities 0.00 0.00Non-Traditional 0.00 0.00Other 0.00 0.00Total Portfolio $133,732,348.99 100%Balanced mutual funds and Insurance & Annuity products are allocated in the 'Other' category Cash 35.03%US Fixed Income 64.97%
Total Value: $133,732,348.99
Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 2 of 41 Consolidated report prepared for City of Glendora
Sources of Portfolio Valueas of May 31, 2026
Market Value Net amount you invested (net of fees)
02/22 12/22 12/23 12/24 05/26
5075
100125150
$ Millions
MTD
04/30/2026 to
05/31/2026
QTD
03/31/2026 to
05/31/2026
ITD
02/23/2022 to
05/31/2026
YTD
12/31/2025 to
05/31/2026
Opening value 104,318,224.09 104,266,713.69 100,060,599.72 40,589,214.16Net deposits/withdrawals -263,479.89 -468,868.64 3,232,586.02 52,405,674.81Div./interest income 242,101.59 569,786.04 1,171,668.23 8,946,886.07Change in accr. interest 70,037.49 10,310.96 193,199.37 543,394.72Change in value -163,782.22 -174,840.99 -454,952.28 1,717,931.30Closing value 104,203,101.06 104,203,101.06 104,203,101.06 104,203,101.06Net Time-weighted ROR 0.14 0.39 0.88 2.36Performance returns are annualized after 1 year. Net deposits and withdrawals include program and account fees.Benchmarks - Annualized time-weighted returnsUS Treasury Bill - 3 Mos 0.31 0.61 1.50 4.16BofA Corp/Gov 1-5Y 0.09 0.33 0.50 2.66BBG Agg Bond 0.31 0.42 0.38 1.03Past performance does not guarantee future results and current performance may be lower/higher than past data presented.Report created on: June 01, 2026 Page 3 of 41 Consolidated report prepared for City of Glendora
Bond Summaryas of May 31, 2026Bond OverviewTotal quantity 87,676,000Total market value $86,276,018.16Total accrued interest $610,662.22Total market value plus accrued interest $86,886,680.38Total estimated annual bond interest $2,818,863.25Average yield to maturityAverage coupon 3.22%
4.19%3.27%4.18%
Average current yieldAverage yield to worstAverage modified duration 2.58Average effective maturity 2.63 Investment Type AllocationInvestment type Taxable ($) Total ($) Tax-exempt /
deferred ($)
% of
bond
port.
Certificates of deposit 14,100,014.05 0.00 14,100,014.05 16.23U.S. corporates 19,746,414.35 0.00 19,746,414.35 22.73U.S. federal agencies 35,712,810.51 0.00 35,712,810.51 41.10U.S. treasuries 17,327,441.46 0.00 17,327,441.46 19.94Total $86,886,680.37 $0.00 $86,886,680.37 100% Credit Quality of Bond HoldingsA Aaa/AAA/AAA 0 0.00 0.00B Aa/AA/AA 50 55,914,261.94 64.32C A/A/A 19 13,877,300.23 15.99D Baa/BBB/BBB 0 0.00 0.00E Non-investment grade 0 0.00 0.00F Certificate of deposit 58 14,100,014.05 16.27G Not rated 4 2,995,104.17 3.43Total 131 $86,886,680.38 100%Effective credit rating % of
port.
Value on
Issues 05/31/2026 ($)
Bond Maturity Schedule
Effective maturity schedule
2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2037 + Other 05 10152025
15.5%
13.8% 14.7%
24.2%
18.2%
13.3%
0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
Cash, mutual funds and some preferred securities are not included.$ Millions Includes all fixed income securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 4 of 41 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of May 31, 2026Summary of Portfolio Holdings Unrealized
Cost basis ($) gain/loss (%)
Est. annual
income ($)
Unrealized
gain/loss ($)
Value on
05/31/2026 ($)
Current
yield (%)
% of
portfolio
A Cash 46,845,669 46,845,669 0 0.00% 568,545 1.21% 35.03% Cash 46,845,669 46,845,669 0 0.00% 568,545 1.21% 35.03% US 46,845,669 46,845,669 0 0.00% 568,545 1.21% 35.03%
B Fixed Income 86,568,254 86,886,680 318,426 0.37% 2,818,863 3.24% 64.97% US 86,568,254 86,886,680 318,426 0.37% 2,818,863 3.24% 64.97% US Fixed Income 14,122,500 14,100,014 -22,486 -0.16% 495,099 3.51% 10.54% Government 52,804,813 53,040,252 235,439 0.45% 1,645,904 3.10% 39.66% Corporate IG Credit 19,640,942 19,746,414 105,472 0.54% 677,860 3.43% 14.77% C Equity 0 0 0 0.00% NA NA 0.00%D Commodities 0 0 0 0.00% NA NA 0.00%E Non-Traditional 0 0 0 0.00% NA NA 0.00%F Other 0 0 0 0.00% NA NA 0.00%Total Portfolio $133,413,923 $133,732,349 $318,426 0.24% $3,387,409 2.53% 100% Balanced mutual funds and Insurance & Annuity products are allocated in the 'Other' category B
A
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 5 of 41 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of May 31, 2026 (continued)
Details of Portfolio Holdings
% of
asset
class
Est. annual
Cost basis ($) income ($)
Unrealized
gain/loss
(%)
Unrealized
Market value ($) gain/loss ($)
Current
yield (%)
Total Portfolio $133,413,923 $133,732,349 $318,426 0.24% $3,387,409 2.53% 100% 100% % of
portfolio
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) / Cash Avg Price Market value ($)
Price on
05/31/2026
($)
% of
Cash
% of
portfolio
Cash
US
Outside ASSET(1) 1.00 22,698,871.57 22,698,871.57 0.00 0.00% NA NA 48.45% 16.97%[Outside Account @SXXXX279]
1.00 Outside ASSET(1) 1.00 6,830,376.36 6,830,376.36 0.00 0.00% NA NA 14.58% 5.11%[Outside Account @SXXXX283]
1.00 UBS INSURED SWEEP 1,034,614.17 1.00 1,034,614.17 1,034,614.17 0.00 0.00% 310.38 0.03% 0.77%PROGRAM
1.00 2.21%
16,281,806.5 1.00 568,235.05
1 UBS SELECT TREASURY 16,281,806.51 16,281,806.51 0.00 0.00% 3.49% 12.17%INSTITUTIONAL FUND
1.00 34.76%
Total US $46,845,669 $46,845,669 $0 0.00% $568,545 1.21% 100% 35.03% Total Cash $46,845,669 $46,845,669 $0 0.00% $568,545 1.21% 100% 35.03% Total Cash $46,845,669 $46,845,669 $0 0.00% $568,545 1.21% 100% 35.03%(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 6 of 41 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of May 31, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 05/29/2026
Price on
05/31/2026
($)
% of
Fixed
Income
% of
portfolio
US
US Fixed Income
ALLY BK UT US RT 245,000.00 100.00 245,000.00 248,484.77 0.00 3,484.77 1.42% 8,697.50 3.50% 0.19%03.5500% MAT 06/30/26FIXED RATE CD
99.94 0.29%
AMER EXPRESS NATL UT US 245,000.00 98.05 240,222.50 242,356.01 0.00 2,133.51 0.89% 8,820.00 3.64% 0.18%RT 03.6000% MAT 09/25/29FIXED RATE CD
98.26 0.28%
BANK HAPOALIM BM N NY 245,000.00 100.00 245,000.00 247,088.81 0.00 2,088.81 0.85% 9,065.00 3.67% 0.18%US RT 03.7000% MAT07/30/27 FIXED RATE CD
99.63 0.28%
BANK OF AMERICA NA NC 245,000.00 100.00 245,000.00 246,911.00 0.00 1,911.00 0.78% 8,942.50 3.62% 0.18%US RT 03.6500% MAT07/30/27 FIXED RATE CD
99.57 0.28%
BMW BK OF NA NA UT US 245,000.00 99.89 244,735.91 243,174.68 0.00 -1,561.23 -0.64% 8,820.00 3.63% 0.18%RT 03.6000% MAT 10/17/28FIXED RATE CD
98.82 0.28%
BRIGHTSTAR CR UN FL US 245,000.00 100.00 245,000.00 244,900.86 0.00 -99.14 -0.04% 9,555.00 3.90% 0.18%RT 03.9000% MAT 08/20/27LICU SHARE CERTIFICATE
99.84 0.28%
CAPITAL ONE BK USA VA US 245,000.00 100.00 245,000.00 241,655.88 0.00 -3,344.12 -1.36% 2,817.50 1.17% 0.18%RT 01.1500% MAT 11/24/26FIXED RATE CD
98.61 0.28%
CAPITAL ONE NA VA US RT 245,000.00 100.00 245,000.00 241,655.88 0.00 -3,344.12 -1.36% 2,817.50 1.17% 0.18%01.1500% MAT 11/24/26FIXED RATE CD
98.61 0.28%
CELTIC BK UT US RT 245,000.00 98.17 240,525.91 240,146.55 0.00 -379.36 -0.16% 8,942.50 3.72% 0.18%03.6500% MAT 04/29/30FIXED RATE CD
98.00 0.28%
CENTRAL BK AR US RT 245,000.00 100.00 245,000.00 243,829.10 0.00 -1,170.90 -0.48% 10,290.00 4.22% 0.18%04.2000% MAT 08/19/30FIXED RATE CD
99.38 0.28%
CFG BK MD US RT 245,000.00 99.66 244,174.64 244,386.49 0.00 211.85 0.09% 8,820.00 3.61% 0.18%03.6000% MAT 06/16/28FIXED RATE CD
99.00 0.28%
CLAXTON BK GA US RT 245,000.00 99.30 243,297.25 242,017.01 0.00 -1,280.24 -0.53% 8,697.50 3.59% 0.18%03.5500% MAT 09/29/28FIXED RATE CD
98.76 0.28%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 7 of 41 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of May 31, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 05/29/2026
Price on
05/31/2026
($)
% of
Fixed
Income
% of
portfolio
US
US Fixed Income
COMENITY BANK DE US RT 200,000.00 100.00 200,000.00 199,069.88 0.00 -930.12 -0.47% 7,700.00 3.87% 0.15%03.8500% MAT 09/15/27JUMBO CD - HELD AT UBS
99.24 0.23%
CONNEXUS CREDIT UN WI 245,000.00 100.00 245,000.00 245,643.98 0.00 643.98 0.26% 9,800.00 3.99% 0.18%US RT 04.0000% MAT09/03/27 LICU SHARECERTIFICATE
99.96 0.28%
CUSTOMERS BANK PA US 245,000.00 100.00 245,000.00 243,520.13 0.00 -1,479.87 -0.60% 9,432.50 3.87% 0.18%RT 03.8500% MAT 03/29/30FIXED RATE CD
98.74 0.28%
DISCOVER BANK DE US RT 245,000.00 100.00 245,000.00 243,168.31 0.00 -1,831.69 -0.75% 7,840.00 3.22% 0.18%03.2000% MAT 05/24/27FIXED RATE CD
99.19 0.28%
DIVERSIFIED MEMBER MI US 245,000.00 100.00 245,000.00 245,921.70 0.00 921.70 0.38% 10,535.00 4.28% 0.18%RT 04.3000% MAT 04/28/28FIXED RATE CD 100.01 0.28%
DORT FINL CREDIT U MI US 245,000.00 100.00 245,000.00 244,272.89 0.00 -727.11 -0.30% 9,065.00 3.71% 0.18%RT 03.7000% MAT 10/10/28LICU SHARE CERTIFICATE
99.10 0.28%
EAGLEMARK SVGS BK NV 245,000.00 100.07 245,174.01 242,535.67 -929.12 -2,638.34 -1.08% 4,900.00 2.02% 0.18%US RT 02.0000% MAT03/02/27 FIXED RATE CD
98.50 0.28%
ESSENTIAL FED CRED LA US 245,000.00 100.00 245,000.00 247,217.32 0.00 2,217.32 0.91% 11,515.00 4.66% 0.18%RT 04.7000% MAT 06/15/27LICU SHARE CERTIFICATE 100.70 0.28%
FARMERS & MERCHANT WI 245,000.00 100.00 245,000.00 244,977.21 0.00 -22.79 -0.01% 9,432.50 3.85% 0.18%US RT 03.8500% MAT11/08/27 FIXED RATE CD
99.73 0.28%
FIRST FED SVGS BK IN US RT 245,000.00 100.00 245,000.00 245,539.34 0.00 539.34 0.22% 10,290.00 4.19% 0.18%04.2000% MAT 07/11/28FIXED RATE CD
99.99 0.28%
FIRST FEDERAL BANK FL US 245,000.00 99.95 244,877.50 241,420.68 0.00 -3,456.82 -1.41% 9,187.50 3.81% 0.18%RT 03.7500% MAT 10/17/30FIXED RATE CD
98.09 0.28%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 8 of 41 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of May 31, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 05/29/2026
Price on
05/31/2026
($)
% of
Fixed
Income
% of
portfolio
US
US Fixed Income
FIRST GTY BK HAMMO LA 219,000.00 100.00 219,000.00 219,676.59 0.00 676.59 0.31% 9,526.50 4.34% 0.16%US RT 04.3500% MAT11/06/28 FIXED RATE CD 100.01 0.25%
GOLDMAN SACHS BANK NY 245,000.00 100.00 245,000.00 246,572.80 0.00 1,572.80 0.64% 9,800.00 3.97% 0.18%US RT 04.0000% MAT03/20/28 FIXED RATE CD
99.83 0.28%
GUARANTY BK MO US RT 245,000.00 99.49 243,750.40 243,558.93 0.00 -191.47 -0.08% 9,310.00 3.82% 0.18%03.8000% MAT 01/12/29FIXED RATE CD
99.21 0.28%
JPMORGAN CHASE BK DE 245,000.00 99.30 243,285.00 244,586.65 0.00 1,301.65 0.54% 9,065.00 3.71% 0.18%US RT 03.7000% MAT09/30/30 FIXED RATE CD
97.37 0.28%
KEMBA FINL CREDIT OH US 245,000.00 100.00 245,000.00 244,081.22 0.00 -918.78 -0.38% 8,820.00 3.61% 0.18%RT 03.6000% MAT 10/12/27FIXED RATE CD
99.41 0.28%
LAFAYETTE FED CRED MD 245,000.00 100.00 245,000.00 243,433.14 0.00 -1,566.86 -0.64% 7,962.50 3.27% 0.18%US RT 03.2500% MAT06/15/27 LICU SHARECERTIFICATE
99.22 0.28%
LIVE OAK BKG CO NC US RT 245,000.00 100.00 245,000.00 243,578.40 0.00 -1,421.60 -0.58% 1,960.00 0.80% 0.18%00.8000% MAT 08/13/26FIXED RATE CD
99.35 0.28%
MANUFACTURERS & TR NY 245,000.00 100.00 245,000.00 245,712.41 0.00 712.41 0.29% 9,555.00 3.89% 0.18%US RT 03.9000% MAT03/31/28 FIXED RATE CD
99.64 0.28%
MEDALLION BK UT US RT 245,000.00 100.00 245,000.00 240,949.68 0.00 -4,050.32 -1.65% 9,310.00 3.86% 0.18%03.8000% MAT 02/12/31FIXED RATE CD
98.15 0.28%
MERRICK BK UT US RT 245,000.00 100.00 245,000.00 243,875.52 0.00 -1,124.48 -0.46% 9,432.50 3.87% 0.18%03.8500% MAT 09/20/28FIXED RATE CD
99.43 0.28%
METRO CREDIT UNION MA 245,000.00 100.00 245,000.00 241,346.38 0.00 -3,653.62 -1.49% 4,165.00 1.73% 0.18%US RT 01.7000% MAT02/18/27 LICU SHARECERTIFICATE
98.37 0.28%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 9 of 41 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of May 31, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 05/29/2026
Price on
05/31/2026
($)
% of
Fixed
Income
% of
portfolio
US
US Fixed Income
MORGAN STANLEY BK UT 245,000.00 100.00 245,000.00 246,499.53 0.00 1,499.53 0.61% 9,432.50 3.83% 0.18%US RT 03.8500% MAT02/25/28 FIXED RATE CD
99.61 0.28%
MORGAN STANLEY PRI NY 245,000.00 100.00 245,000.00 244,081.79 0.00 -918.21 -0.37% 9,800.00 4.02% 0.18%US RT 04.0000% MAT08/29/30 FIXED RATE CD
98.62 0.28%
MUTUALONE BANK MA US 245,000.00 100.00 245,000.00 244,846.79 0.00 -153.21 -0.06% 8,820.00 3.60% 0.18%RT 03.6000% MAT 10/06/27FIXED RATE CD
99.40 0.28%
MY CMNTY CREDIT UN TX 245,000.00 100.00 245,000.00 242,246.20 0.00 -2,753.80 -1.12% 8,942.50 3.69% 0.18%US RT 03.6500% MAT03/19/29 LICU SHARECERTIFICATE
98.76 0.28%
NEW ORLEANS FIREME LA 245,000.00 100.00 245,000.00 249,923.96 0.00 4,923.96 2.01% 12,250.00 4.90% 0.19%US RT 05.0000% MAT07/17/28 FIXED RATE CD 101.82 0.29%
NEW YORK CMNTY BK NY 245,000.00 100.00 245,000.00 244,996.34 0.00 -3.66 0.00% 1,715.00 0.70% 0.18%US RT 00.7000% MAT07/01/26 FIXED RATE CD
99.71 0.28%
OCEANAIR FED CREDI CA 245,000.00 100.00 245,000.00 240,117.18 0.00 -4,882.82 -1.99% 8,820.00 3.67% 0.18%US RT 03.6000% MAT10/10/30 FIXED RATE CD
97.50 0.28%
OKLAHOMA EDUCATORS 245,000.00 100.00 245,000.00 243,354.74 0.00 -1,645.26 -0.67% 9,065.00 3.73% 0.18%OK US RT 03.7000% MAT08/14/28 FIXED RATE CD
99.15 0.28%
OPTUM BK UT US RT 245,000.00 100.00 245,000.00 244,974.16 0.00 -25.84 -0.01% 9,065.00 3.70% 0.18%03.7000% MAT 03/23/28FIXED RATE CD
99.29 0.28%
PENTAGON FED CREDI VA 245,000.00 100.00 245,000.00 241,184.24 0.00 -3,815.76 -1.56% 4,165.00 1.73% 0.18%US RT 01.7000% MAT02/18/27 CREDIT UNIONSHARE CERT
98.38 0.28%
REGENT BK OK US RT 245,000.00 100.00 245,000.00 243,580.41 0.00 -1,419.59 -0.58% 9,677.50 3.97% 0.18%03.9500% MAT 12/22/28FIXED RATE CD
99.33 0.28%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 10 of 41 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of May 31, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 05/29/2026
Price on
05/31/2026
($)
% of
Fixed
Income
% of
portfolio
US
US Fixed Income
SALLIE MAE BANK UT US RT 245,000.00 99.80 244,510.00 244,255.10 0.00 -254.90 -0.10% 9,922.50 4.06% 0.18%04.0500% MAT 11/21/29FIXED RATE CD
99.59 0.28%
STATE BK IL US RT 245,000.00 100.00 245,000.00 244,503.05 0.00 -496.95 -0.20% 10,045.00 4.11% 0.18%04.1000% MAT 11/26/29FIXED RATE CD
99.74 0.28%
SYNCHRONY BANK UT US 245,000.00 99.60 244,020.42 240,638.83 0.00 -3,381.59 -1.39% 8,820.00 3.67% 0.18%RT 03.6000% MAT 10/24/30FIXED RATE CD
97.86 0.28%
TAB BANK INC UT US RT 245,000.00 100.00 245,000.00 244,768.66 0.00 -231.34 -0.09% 9,310.00 3.80% 0.18%03.8000% MAT 08/13/27FIXED RATE CD
99.74 0.28%
TOYOTA FINL SVGS B NV US 245,000.00 100.00 245,000.00 243,425.72 0.00 -1,574.28 -0.64% 9,800.00 4.03% 0.18%RT 04.0000% MAT 04/21/31FIXED RATE CD
98.94 0.28%
TRUIST BK NC US RT 245,000.00 100.00 245,000.00 254,946.56 0.00 9,946.56 4.06% 10,902.50 4.28% 0.19%04.4500% MAT 06/27/30FIXED RATE CD
99.94 0.29%
TRUXTON TR CO NASH TN 245,000.00 99.98 244,938.75 243,171.56 0.00 -1,767.19 -0.72% 10,045.00 4.13% 0.18%US RT 04.1000% MAT02/27/30 FIXED RATE CD
99.22 0.28%
UBS BANK UT US RT 245,000.00 100.00 245,000.00 244,703.38 0.00 -296.62 -0.12% 2,082.50 0.85% 0.18%00.8500% MAT 06/16/26FIXED RATE CD
99.84 0.28%
USF FED CREDIT UNI FL US 245,000.00 100.00 245,000.00 244,886.19 0.00 -113.81 -0.05% 9,555.00 3.90% 0.18%RT 03.9000% MAT 05/01/28LICU SHARE CERTIFICATE
99.63 0.28%
VIBRANT CREDIT UNI IL US 245,000.00 100.00 245,000.00 243,757.85 0.00 -1,242.15 -0.51% 8,942.50 3.67% 0.18%RT 03.6500% MAT 10/27/27LICU SHARE CERTIFICATE
99.45 0.28%
WELLS FARGO BK NA SD US 245,000.00 100.00 244,987.75 245,572.86 0.00 585.11 0.24% 10,045.00 4.09% 0.18%RT 04.1000% MAT 02/06/29FIXED RATE CD
99.95 0.28%
WESTERN ALLIANCE B AZ US 245,000.00 100.00 245,000.00 246,911.00 0.00 1,911.00 0.78% 8,942.50 3.62% 0.18%RT 03.6500% MAT 07/30/27FIXED RATE CD
99.57 0.28%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 11 of 41 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of May 31, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 05/29/2026
Price on
05/31/2026
($)
% of
Fixed
Income
% of
portfolio
US
US Fixed Income
WORKERS CREDIT UNI MA 245,000.00 100.00 245,000.00 245,402.03 0.00 402.03 0.16% 10,045.00 4.09% 0.18%US RT 04.1000% MAT11/22/27 LICU SHARECERTIFICATE 100.06 0.28%
Total US Fixed Income $14,122,500 $14,100,014 -$929.12 -$22,486 -0.16% $495,099 3.51% 16.23% 10.54%Government FARMER MAC MED TERM 1,000,000.00 99.62 996,167.09 991,471.11 0.00 -4,695.98 -0.47% 38,000.00 3.83% 0.74%NTS 03.800 % DUE 031731DTD 031726 FC 09172026
98.37 1.14%
FARMER MAC MED TERM 1,000,000.00 100.16 1,001,620.09 1,002,763.33 -224.91 1,143.24 0.11% 38,000.00 3.79% 0.75%NTS 03.800 % DUE 122228DTD 122225 FC 06222026
98.60 1.15%
FARMER MAC MED TERM 500,000.00 100.03 500,152.58 501,112.50 -11.25 959.92 0.19% 19,650.00 3.92% 0.37%NTS 03.930 % DUE 011331DTD 011326 FC 07132026
98.72 0.58%
FARMER MAC NTS 03.200 500,000.00 99.70 498,481.25 499,757.22 0.00 1,275.97 0.26% 16,000.00 3.20% 0.37%% DUE 082627 DTD 082922FC 02262023
99.11 0.58%
FEDERAL HOME LN BANK 1,000,000.00 100.00 1,000,003.75 1,004,971.81 -1.51 4,968.06 0.50% 41,750.00 4.15% 0.75%NTS 04.175 % DUE 031229DTD 031225 FC 09122025
99.58 1.16%
FFCB BOND 01.690 % DUE 1,000,000.00 89.82 898,175.25 894,516.39 0.00 -3,658.86 -0.41% 16,900.00 1.89% 0.67%041431 DTD 041421 FC10142021
89.23 1.03%
FFCB BOND 01.840 % DUE 2,000,000.00 100.00 2,000,000.00 1,986,417.78 0.00 -13,582.22 -0.68% 36,800.00 1.85% 1.49%012627 DTD 012622 FC07262022
98.68 2.29%
FFCB BOND 03.520 % DUE 1,000,000.00 98.78 987,775.25 992,431.11 0.00 4,655.86 0.47% 35,200.00 3.55% 0.74%030629 DTD 030626 FC09062026
98.41 1.14%
FFCB BOND 04.000 % DUE 1,000,000.00 99.97 999,697.00 1,000,756.67 0.00 1,059.67 0.11% 40,000.00 4.00% 0.75%040130 DTD 040125 FC10012025
99.41 1.15%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 12 of 41 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of May 31, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 05/29/2026
Price on
05/31/2026
($)
% of
Fixed
Income
% of
portfolio
US
Government
FFCB BOND 04.090 % DUE 2,000,000.00 99.95 1,999,005.25 2,015,415.00 0.00 16,409.75 0.82% 81,800.00 4.06% 1.51%071629 DTD 071625 FC01162026
99.24 2.32%
FFCB BOND 04.170 % DUE 1,000,000.00 100.00 1,000,005.20 997,183.33 -0.05 -2,821.87 -0.28% 41,700.00 4.18% 0.75%051530 DTD 051526 FC11152026
99.53 1.15%
FFCB BOND 04.520 % DUE 1,000,000.00 100.00 1,000,004.35 1,000,554.44 -0.90 550.09 0.06% 45,200.00 4.52% 0.75%051430 DTD 051425 FC11142025
99.84 1.15%
FFCB NTS 00.940 % DUE 2,000,000.00 100.00 2,000,000.00 1,984,990.00 0.00 -15,010.00 -0.75% 18,800.00 0.95% 1.48%092826 DTD 092821 FC03282022
99.09 2.28%
FHLB BOND 01.050 % DUE 1,000,000.00 96.84 968,385.25 997,620.00 0.00 29,234.75 3.02% 10,500.00 1.05% 0.75%081326 DTD 081321 FC02132022
99.45 1.15%
FHLB BOND 01.780 % DUE 2,000,000.00 100.00 2,000,000.00 1,981,896.67 0.00 -18,103.33 -0.91% 35,600.00 1.80% 1.48%021027 DTD 021022 FC08102022
98.55 2.28%
FHLB BOND 02.010 % DUE 3,215,000.00 95.65 3,075,098.40 3,188,283.35 0.00 113,184.95 3.68% 64,621.50 2.03% 2.38%022527 DTD 022522 FC08252022
98.63 3.67%
FHLB BOND 03.250 % DUE 500,000.00 99.87 499,366.75 500,143.89 0.00 777.14 0.16% 16,250.00 3.25% 0.37%060928 DTD 050818 FC12092018
98.48 0.58%
FHLB BOND 03.750 % DUE 500,000.00 100.00 500,000.00 503,689.17 0.00 3,689.17 0.74% 18,750.00 3.72% 0.38%021128 DTD 021126 FC08112026
99.59 0.58%
FHLB BOND 03.840 % DUE 485,000.00 100.00 485,005.04 480,691.58 -0.21 -4,313.46 -0.89% 18,624.00 3.87% 0.36%030631 DTD 030626 FC09062026
98.21 0.55%
FHLB BOND 04.000 % DUE 750,000.00 100.00 750,000.00 750,065.00 0.00 65.00 0.01% 30,000.00 4.00% 0.56%042828 DTD 042826 FC10282026
99.64 0.86%
FHLB BOND STEP-UP 2,000,000.00 100.00 2,000,000.00 2,028,666.67 0.00 28,666.67 1.43% 70,000.00 3.45% 1.52%3.5000% DUE 063026 DTD063021 FC 12302021
99.98 2.33%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 13 of 41 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of May 31, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 05/29/2026
Price on
05/31/2026
($)
% of
Fixed
Income
% of
portfolio
US
Government
FHLB NTS 1.1500% DUE 2,000,000.00 100.00 2,000,000.00 1,992,429.44 0.00 -7,570.56 -0.38% 23,000.00 1.15% 1.49%082626 DTD 082621 FC02262022
99.32 2.29%
FHLB NTS 1.5000% DUE 2,000,000.00 100.00 2,000,000.00 2,008,880.00 0.00 8,880.00 0.44% 30,000.00 1.49% 1.50%063026 DTD 063021 FC12302021
99.82 2.31%
FHLB NTS 04.100 % DUE 500,000.00 100.00 500,005.17 494,969.17 -0.09 -5,036.00 -1.01% 20,500.00 4.14% 0.37%042831 DTD 042826 FC10282026
98.62 0.57%
FHLB NTS 04.500 % DUE 1,000,000.00 100.00 1,000,004.32 1,015,990.00 -0.94 15,985.68 1.60% 45,000.00 4.43% 0.76%011730 DTD 071725 FC01172026
99.92 1.17%
FHLMC MED TERM NTS 500,000.00 100.26 501,310.89 501,967.64 -74.75 656.75 0.13% 19,375.00 3.86% 0.38%03.875 % DUE 031728 DTD031726 FC 09172026
99.60 0.58%
FHLMC NTS 04.000 % DUE 650,000.00 99.75 648,380.25 648,650.17 0.00 269.92 0.04% 26,000.00 4.01% 0.49%043029 DTD 043025 FC10302025
99.46 0.75%
FNMA NTS 03.750 % DUE 1,000,000.00 99.98 999,770.83 987,524.17 0.00 -12,246.66 -1.22% 37,500.00 3.80% 0.74%030631 DTD 030626 FC09062026
97.87 1.14%
FNMA NTS 03.830 % DUE 750,000.00 100.00 750,005.02 747,103.75 -0.23 -2,901.27 -0.39% 28,725.00 3.84% 0.56%091330 DTD 031326 FC09132026
98.78 0.86%
FNMA NTS 04.050 % DUE 1,000,000.00 99.98 999,755.25 1,005,237.50 0.00 5,482.25 0.55% 40,500.00 4.03% 0.75%011531 DTD 012026 FC07152026
99.05 1.16%
FNMA NTS 04.300 % DUE 1,000,000.00 100.00 1,000,004.07 1,006,661.67 -1.18 6,657.60 0.67% 43,000.00 4.27% 0.75%030430 DTD 031225 FC09042025
99.63 1.16%
US TSY NOTE 01.125 % DUE 1,000,000.00 98.21 982,052.13 989,987.69 0.00 7,935.56 0.81% 11,250.00 1.14% 0.74%10/31/26 DTD 10/31/21 FC04/30/22
98.90 1.14%
US TSY NOTE 01.625 % DUE 1,000,000.00 89.27 892,659.94 888,086.52 0.00 -4,573.42 -0.51% 16,250.00 1.83% 0.66%05/15/31 DTD 05/15/21 FC11/15/21
88.74 1.02%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 14 of 41 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of May 31, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 05/29/2026
Price on
05/31/2026
($)
% of
Fixed
Income
% of
portfolio
US
Government
US TSY NOTE 02.875 % DUE 500,000.00 98.63 493,165.41 492,019.54 0.00 -1,145.87 -0.23% 14,375.00 2.92% 0.37%08/15/28 DTD 08/15/18 FC02/15/19
97.57 0.57%
US TSY NOTE 03.125 % DUE 500,000.00 99.14 495,704.47 489,939.35 0.00 -5,765.12 -1.16% 15,625.00 3.19% 0.37%11/15/28 DTD 11/15/18 FC05/15/19
97.85 0.56%
US TSY NOTE 03.375 % DUE 500,000.00 99.86 499,278.69 496,245.91 0.00 -3,032.78 -0.61% 16,875.00 3.40% 0.37%09/15/28 DTD 09/15/25 FC03/15/26
98.54 0.57%
US TSY NOTE 03.500 % DUE 1,000,000.00 97.74 977,411.50 981,370.00 0.00 3,958.50 0.40% 35,000.00 3.57% 0.73%02/28/31 DTD 02/28/26 FC08/31/26
97.26 1.13%
US TSY NOTE 03.500 % DUE 1,000,000.00 98.47 984,716.19 987,553.33 0.00 2,837.14 0.29% 35,000.00 3.54% 0.74%09/30/29 DTD 09/30/24 FC03/31/25
98.17 1.14%
US TSY NOTE 03.500 % DUE 2,000,000.00 99.88 1,997,682.37 1,984,037.81 0.00 -13,644.56 -0.68% 70,000.00 3.53% 1.48%10/15/28 DTD 10/15/25 FC04/15/26
98.76 2.28%
US TSY NOTE 03.500 % DUE 500,000.00 99.44 497,177.13 495,740.00 0.00 -1,437.13 -0.29% 17,500.00 3.53% 0.37%11/30/30 DTD 11/30/25 FC05/31/26
97.40 0.57%
US TSY NOTE 03.625 % DUE 1,000,000.00 99.88 998,849.00 982,543.67 0.00 -16,305.33 -1.63% 36,250.00 3.69% 0.73%10/31/30 DTD 10/31/25 FC04/30/26
97.95 1.13%
US TSY NOTE 03.750 % DUE 1,000,000.00 98.82 988,192.75 995,830.94 0.00 7,638.19 0.77% 37,500.00 3.77% 0.74%01/31/31 DTD 01/31/26 FC07/31/26
98.34 1.15%
US TSY NOTE 03.750 % DUE 1,000,000.00 98.65 986,458.38 1,005,230.00 0.00 18,771.62 1.90% 37,500.00 3.73% 0.75%05/31/30 DTD 05/31/23 FC11/30/23
98.65 1.16%
US TSY NOTE 03.750 % DUE 1,000,000.00 99.89 998,888.06 999,202.27 0.00 314.21 0.03% 37,500.00 3.75% 0.75%12/31/30 DTD 12/31/23 FC06/30/24
98.36 1.15%
US TSY NOTE 03.875 % DUE 1,000,000.00 99.41 994,084.94 991,154.27 0.00 -2,930.67 -0.29% 38,750.00 3.91% 0.74%04/30/31 DTD 04/30/26 FC10/31/26
98.79 1.14%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 15 of 41 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of May 31, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 05/29/2026
Price on
05/31/2026
($)
% of
Fixed
Income
% of
portfolio
US
Government
US TSY NOTE 03.875 % DUE 1,500,000.00 99.38 1,490,677.13 1,518,157.50 0.00 27,480.37 1.84% 58,125.00 3.83% 1.14%11/30/29 DTD 11/30/22 FC05/31/23
99.27 1.75%
US TSY NOTE 03.875 % DUE 1,017,000.00 97.76 994,218.09 1,025,648.24 0.00 31,430.15 3.16% 39,408.75 3.84% 0.77%12/31/29 DTD 12/31/22 FC06/30/23
99.23 1.18%
US TSY NOTE 04.000 % DUE 1,000,000.00 99.16 991,647.22 1,000,399.57 0.00 8,752.35 0.88% 40,000.00 4.00% 0.75%10/31/29 DTD 10/31/22 FC04/30/23
99.70 1.15%
US TSY NOTE 04.125 % DUE 1,000,000.00 98.38 983,770.88 1,004,294.86 0.00 20,523.98 2.09% 41,250.00 4.11% 0.75%10/31/29 DTD 10/31/24 FC04/30/25 100.08 1.16%
Total Government $52,804,813 $53,040,252 -$316.02 $235,439 0.45% $1,645,904 3.10% 61.04% 39.66%Corporate IG Credit ACCENTURE CAPITAL INC 3,000,000.00 99.12 2,973,745.75 2,985,697.50 0.00 11,951.75 0.40% 121,500.00 4.07% 2.23%04.050% 100429DTD100424 FC040425CALL@MW+10BP
98.88 3.44%
AMAZON.COM INC B/E 1,000,000.00 88.91 889,135.25 902,216.67 0.00 13,081.42 1.47% 15,000.00 1.66% 0.67%01.500% 060330DTD060320CALL@MW+15BP
89.48 1.04%
AMEREN ILL CO NTS B/E 1,500,000.00 99.67 1,494,995.25 1,487,833.33 0.00 -7,161.92 -0.48% 57,000.00 3.83% 1.11%03.800% 051528DTD052218 FC111518CALL@MW+15BP
99.02 1.71%
APOLLO GLOBAL MGMT INC 500,000.00 99.89 499,455.25 507,613.33 0.00 8,158.08 1.63% 23,000.00 4.53% 0.38%04.600% 011531DTD110725 FC071526CALL@MW+15BP
98.92 0.58%
ARCHER DANIELS MIDLAND 500,000.00 97.01 485,050.25 480,858.89 0.00 -4,191.36 -0.86% 16,250.00 3.38% 0.36%03.250% 032730DTD032720 FC092720 COCALL@MW+40BP
95.59 0.55%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 16 of 41 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of May 31, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 05/29/2026
Price on
05/31/2026
($)
% of
Fixed
Income
% of
portfolio
US
Corporate IG Credit
CATERPILLAR FINL SERVICE 500,000.00 99.82 499,105.25 497,437.64 0.00 -1,667.61 -0.33% 19,750.00 3.97% 0.37%03.950% 111428DTD111425 FC051426 NTSB/E
99.30 0.57%
CENTERPOINT ENER 500,000.00 90.55 452,725.25 452,048.33 0.00 -676.92 -0.15% 11,750.00 2.60% 0.34%HOUSTON 02.350% 040131DTD031121 FC100121CALL@MW+15BP
90.02 0.52%
CHARLES SCHWAB CORP 470,000.00 94.17 442,604.25 456,272.48 0.00 13,668.23 3.09% 15,275.00 3.35% 0.34%B/E 03.250% 052229DTD052219 FC112219
97.00 0.53%
DTE ELEC CO B/E 02.250% 1,000,000.00 91.95 919,485.25 929,255.00 0.00 9,769.75 1.06% 22,500.00 2.42% 0.69%030130 DTD022620CALL@MW+15BP
92.36 1.07%
JOHN DEERE CAPITAL CORP 500,000.00 99.69 498,470.25 497,860.00 0.00 -610.25 -0.12% 21,000.00 4.22% 0.37%04.200% 031031DTD031026 FC091026 NTSB/E
98.63 0.57%
JOHN DEERE CPTL CORP 1,000,000.00 97.50 975,045.25 979,551.39 0.00 4,506.14 0.46% 33,500.00 3.42% 0.73%03.350% 041829DTD041822 FC101822 MEDTERM NTS
97.56 1.13%
JPMORGAN CHASE & CO 500,000.00 99.92 499,615.25 513,575.22 0.00 13,959.97 2.79% 25,060.00 4.88% 0.38%NTS 05.012% 012330DTD012324 FC072324CALL@MW+20BP 100.93 0.59%
MORGAN STANLEY FIN LLC 2,000,000.00 100.00 2,000,000.00 1,989,743.33 0.00 -10,256.67 -0.51% 21,000.00 1.06% 1.49%01.050% 082726DTD082721 FC022722 MEDTERM NTS
99.21 2.29%
NTHN STATES PWR CO B/E 500,000.00 90.80 453,980.25 452,715.00 0.00 -1,265.25 -0.28% 11,250.00 2.49% 0.34%02.250% 040131DTD033021 FC100121CALL@MW+10BP
90.17 0.52%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 17 of 41 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of May 31, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 05/29/2026
Price on
05/31/2026
($)
% of
Fixed
Income
% of
portfolio
US
Corporate IG Credit
ONCOR ELEC DELIVERY CO 500,000.00 100.09 500,472.38 504,497.50 -153.23 4,025.12 0.80% 23,250.00 4.61% 0.38%04.650% 110129DTD111324 FC050125CALL@MW+10BP 100.51 0.58%
PACIFICORP B/E 03.500% 1,000,000.00 97.14 971,415.25 981,058.89 0.00 9,643.64 0.99% 35,000.00 3.57% 0.73%061529 DTD030119FC061519 CALL@MW+15BP
96.49 1.13%
PUB SVC ELEC & GAS CO 200,000.00 99.73 199,469.25 198,901.00 0.00 -568.25 -0.28% 7,300.00 3.67% 0.15%03.650% 090128DTD090718 FC030119CALL@MW+12.5BP
98.54 0.23%
SAN DIEGO G & E B/E 500,000.00 89.43 447,160.25 445,011.67 0.00 -2,148.58 -0.48% 8,500.00 1.91% 0.33%01.700% 100130DTD092820 FC040121CALL@MW+20BP
88.72 0.51%
SHELL FIN US INC NTS B/E 500,000.00 99.62 498,090.25 493,622.29 0.00 -4,467.96 -0.90% 20,625.00 4.18% 0.37%04.125% 110630DTD110625 FC050626CALL@MW+10BP
98.44 0.57%
SOUTHERN CALIF GAS CO 500,000.00 92.98 464,875.25 472,295.00 0.00 7,419.75 1.60% 12,750.00 2.70% 0.35%02.550% 020130DTD010920CALL@MW+15BP
93.61 0.54%
ST STREET BK & TR CO NTS 1,000,000.00 99.84 998,380.50 1,015,282.67 0.00 16,902.17 1.69% 47,820.00 4.71% 0.76%04.782% 112329DTD112524 FC052325 B/E 101.42 1.17%
TOYOTA MOTOR CREDIT 500,000.00 99.82 499,085.25 509,889.44 0.00 10,804.19 2.16% 22,250.00 4.36% 0.38%CORP 04.450% 062929DTD063022 FC122922CALL@MW+20BP 100.10 0.59%
UNITED HEALTH GROUP INC 1,000,000.00 98.46 984,595.25 990,327.78 0.00 5,732.53 0.58% 40,000.00 4.04% 0.74%04.000% 051529DTD052022 FC111522CALL@MW+20BP
98.86 1.14%
US BANCORP NTS B/E 1,000,000.00 99.40 993,985.50 1,002,850.00 0.00 8,864.50 0.89% 46,530.00 4.64% 0.75%04.653% 020129DTD020123 FC080123 100.29 1.15%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 18 of 41 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of May 31, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 05/29/2026
Price on
05/31/2026
($)
% of
Fixed
Income
% of
portfolio
US
Corporate IG CreditTotal Corporate IG Credit $19,640,942 $19,746,414 -$153.23 $105,472 0.54% $677,860 3.43% 22.73% 14.77% Total US $86,568,254 $86,886,680 -$1,398.37 $318,426 0.37% $2,818,863 3.24% 100% 64.97% Total Fixed Income $86,568,254 $86,886,680 -$1,398.37 $318,426 0.37% $2,818,863 3.24% 100% 64.97%Total Portfolio $133,413,923 $133,732,349 $318,426 0.24% $3,387,409 2.53% 100% 100% Unrealized
gain/loss
(%)
Unrealized
gain/loss ($)
% of
asset
class
Est. annual
Cost basis ($) income ($)
Current
Market value ($) yield (%)
% of
portfolio
Total accrued interest (included in market values): $610,662.22(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 19 of 41 Consolidated report prepared for City of Glendora
Bond Holdingsas of May 31, 2026Summary of Bond HoldingsMaturityYear Yield to
maturity (%)
Yield to
worst (%)
Unrealized
Issues gain/loss ($) Mkt. value ($)
Est. annual
income ($)
Adjusted
cost basis ($)
Modified
duration
Current
Quantity yield (%) % of bond portfolio maturing
2026 13 13,470,000 204,640.00 1.53% 3.95% 3.95% 0.30 13,420,437.38 -28,343.63 13,457,391.79
15.52%
2027 22 12,080,000 302,944.00 2.53% 3.95% 3.95% 0.87 11,938,753.66 13,108.53 12,013,599.36
13.85%
2028 28 12,844,000 476,886.50 3.75% 4.16% 4.07% 1.98 12,822,906.22 -99,471.43 12,799,412.04
14.75%
2029 24 21,107,000 840,743.75 4.02% 4.28% 4.28% 2.95 20,882,994.04 36,526.89 21,085,441.38
24.25%
2030 27 16,200,000 588,365.00 3.73% 4.34% 4.34% 3.66 15,877,151.86 -98,955.11 15,924,259.58
18.29%
2031 17 11,975,000 405,284.00 3.52% 4.28% 4.28% 4.33 11,626,011.34 -115,101.59 11,606,576.22
13.34%
2032 0 0 N/A N/A N/A2033 0 0 N/A N/A N/A2034 0 0 N/A N/A N/A2035 0 0 N/A N/A N/A2036 0 0 N/A N/A N/A2037 0 0 N/A N/A N/A2038 0 0 N/A N/A N/A2039 0 0 N/A N/A N/A2040 0 0 N/A N/A N/A2041 0 0 N/A N/A N/A2042 0 0 N/A N/A N/A2043 0 0 N/A N/A N/A2044 0 0 N/A N/A N/A2045 0 0 N/A N/A N/A2046 0 0 N/A N/A N/A2047 0 0 N/A N/A N/A2048 0 0 N/A N/A N/A2049 0 0 N/A N/A N/A2050 0 0 N/A N/A N/A2051 0 0 N/A N/A N/A2051 + 0 0 N/A N/A N/AOther 0 0 N/A N/A N/ATotal 131 87,676,000 $2,818,863.25 3.27% 4.19% 4.18% 2.58 $86,568,254.50 $-292,236.34 $86,886,680.38Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 20 of 41 Consolidated report prepared for City of Glendora
Bond Holdingsas of May 31, 2026 (continued)
Effective rating/
Underlying rating
(Mdy/Fitch/S&P)
Mkt. value ($)/
Accr. interest ($)
Adjusted
cost basis ($)/
Unreal. g/l ($)
Call date/
Coupon Call price ($)
Modified
duration
YTM (%)/
Quantity YTW (%)
Effective
maturity
% of
bond
port.
Market
price ($)
4.19%4.18%
01/14/2029 N/A 2.58$86,568,254.50 N/A $86,276,018.16
$-292,236.34
87,676,000
3.27% $610,662.22
3.22% $2,818,863.25 100%
$86,886,680.38
Total Bond PortfolioDetails of Bond Holdings
Est. annual
income ($)/
Curr. yield (%)
Maturing 2026
Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.
Adjusted
cost basis ($)/
Unreal. g/l ($)
245,000 245,000.00 99.844
85.58 0.85%
0.85% -382.20
06/16/2026 0.05 244,617.80 0.28%
4.02%
UBS BANK UT US RT 2,082.50 4.02%00.8500% MAT 06/16/26FIXED RATE CD /UT CD
245,000 245,000.00 99.944
3,621.97
3.55%
3.55% -137.20
06/30/2026 05/30/2026 0.09 244,862.80 0.28%
4.13%4.13%
100.00
ALLY BK UT US RT 03.5500% 8,697.50MAT 06/30/26 FIXED RATECD /UT CD
2,000,000 2,000,000.00 99.975
29,166.67
3.50%
3.50% -500.00
06/30/2026 N/A 1,999,500.00 2.32%
N/A
70,000.00 N/A
NR/NR/NR
FHLB BOND STEP-UP Aa1/NR/AA+3.5000% DUE 063026 DTD063021 FC 12302021 2,000,000 2,000,000.00 99.819
12,500.00
1.50%
1.50% -3,620.00
06/30/2026 N/A 1,996,380.00 2.31%
N/A
30,000.00 N/A
NR/NR/NR
FHLB NTS 1.5000% DUE Aa1/NR/AA+063026 DTD 063021 FC12302021 245,000 245,000.00 99.707
714.19
0.70%
0.70% -717.85
07/01/2026 0.09 244,282.15 0.28%
3.94%
NEW YORK CMNTY BK NY 1,715.00 3.94%US RT 00.7000% MAT07/01/26 FIXED RATE CD /NY CD
1,000,000 968,385.25 99.447
3,150.00
1.05%
1.06% 26,084.75
08/13/2026 06/13/2026 0.20 994,470.00 1.15%
3.75%3.75%
100.00
10,500.00
NR/NR/NR
FHLB BOND 01.050 % DUE Aa1/NR/AA+081326 DTD 081321 FC02132022 245,000 245,000.00 99.354
161.10
0.80%
0.81% -1,582.70
08/13/2026 0.21 243,417.30 0.28%
3.92%
LIVE OAK BKG CO NC US RT 1,960.00 3.92%00.8000% MAT 08/13/26FIXED RATE CD /NC CD
2,000,000 2,000,000.00 99.318
6,069.44
1.15%
1.16% -13,640.00
08/26/2026 N/A 1,986,360.00 2.30%
N/A
23,000.00 N/A
NR/NR/NR
FHLB NTS 1.1500% DUE Aa1/NR/AA+082626 DTD 082621 FC02262022Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 21 of 41 Consolidated report prepared for City of Glendora
Bond Holdingsas of May 31, 2026 (continued)Maturing 2026 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.
Adjusted
cost basis ($)/
Unreal. g/l ($)
2,000,000 2,000,000.00 99.213
5,483.33
1.05%
1.06% -15,740.00
08/27/2026 0.24 1,984,260.00 2.30%
4.29%
21,000.00 4.29%
NR/NR/NR
MORGAN STANLEY FIN LLC A1/A+/A01.050% 082726DTD082721 FC022722 MEDTERM NTS 2,000,000 2,000,000.00 99.085
3,290.00
0.94%
0.95% -18,300.00
09/28/2026 0.33 1,981,700.00 2.30%
3.74%
18,800.00 3.74%
NR/NR/NR
FFCB NTS 00.940 % DUE Aa1/AA+/AA+092826 DTD 092821 FC03282022 1,000,000 982,052.13 98.904
947.69
1.13%
1.14% 6,987.87
10/31/2026 0.53 989,040.00 1.15%
3.77%
11,250.00 3.77%
NR/NR/NR
US TSY NOTE 01.125 % DUE NR/AA+/NR10/31/26 DTD 10/31/21 FC04/30/22 245,000 245,000.00 98.613
54.03 1.15%
1.17% -3,398.15
11/24/2026 0.48 241,601.85 0.28%
4.03%
CAPITAL ONE BK USA VA US 2,817.50 4.03%RT 01.1500% MAT 11/24/26FIXED RATE CD /VA CD
245,000 245,000.00 98.613
54.03 1.15%
1.17% -3,398.15
11/24/2026 0.48 241,601.85 0.28%
4.03%
CAPITAL ONE NA VA US RT 2,817.50 4.03%01.1500% MAT 11/24/26FIXED RATE CD /VA CD
Total 2026 13,470,000 1.52% 08/18/2026 $204,640.00
1.53%
3.95%3.95%
0.30$13,420,437.38
$-28,343.63
$13,392,093.75
$65,298.04
15.52%
Maturing 2027
Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.
Adjusted
cost basis ($)/
Unreal. g/l ($)
2,000,000 2,000,000.00 98.682
12,777.78
1.84%
1.86% -26,360.00
01/26/2027 0.64 1,973,640.00 2.29%
3.88%
36,800.00 3.88%
NR/NR/NR
FFCB BOND 01.840 % DUE Aa1/AA+/AA+012627 DTD 012622 FC07262022 2,000,000 2,000,000.00 98.546
10,976.67
1.78%
1.81% -29,080.00
02/10/2027 08/10/2026 0.68 1,970,920.00 2.28%
3.91%3.91%
100.00
35,600.00
NR/NR/NR
FHLB BOND 01.780 % DUE Aa1/NR/AA+021027 DTD 021022 FC08102022 245,000 245,000.00 98.369
342.33
1.70%
1.73% -3,995.95
02/18/2027 0.72 241,004.05 0.28%
3.98%
METRO CREDIT UNION MA 4,165.00 3.98%US RT 01.7000% MAT02/18/27 LICU SHARECERTIFICATE /MA CD
Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 22 of 41 Consolidated report prepared for City of Glendora
Bond Holdingsas of May 31, 2026 (continued)Maturing 2027 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.
Adjusted
cost basis ($)/
Unreal. g/l ($)
245,000 245,000.00 98.382
148.34
1.70%
1.73% -3,964.10
02/18/2027 0.72 241,035.90 0.28%
3.96%
PENTAGON FED CREDI VA US 4,165.00 3.96%RT 01.7000% MAT 02/18/27CREDIT UNION SHARE CERT/VA CD
3,215,000 3,075,098.40 98.633
17,232.40
2.01%
2.04% 95,952.55
02/25/2027 08/25/2026 0.72 3,171,050.95 3.68%
3.90%3.90%
100.00
64,621.50
NR/NR/NR
FHLB BOND 02.010 % DUE Aa1/NR/AA+022527 DTD 022522 FC08252022 245,000 245,174.01 98.501
1,208.22
2.00%
2.03% -3,846.56
03/02/2027 0.74 241,327.45 0.28%
4.02%
EAGLEMARK SVGS BK NV US 4,900.00 4.02%RT 02.0000% MAT 03/02/27FIXED RATE CD /NV CD
245,000 245,000.00 99.191
150.36
3.20%
3.23% -1,982.05
05/24/2027 0.96 243,017.95 0.28%
4.04%
DISCOVER BANK DE US RT 7,840.00 4.04%03.2000% MAT 05/24/27FIXED RATE CD /DE CD
245,000 245,000.00 100.699
504.77
4.70%
4.67% 1,712.55
06/15/2027 1.02 246,712.55 0.29%
4.02%
ESSENTIAL FED CRED LA US 11,515.00 4.02%RT 04.7000% MAT 06/15/27LICU SHARE CERTIFICATE /LA CD
245,000 245,000.00 99.218
349.04
3.25%
3.28% -1,915.90
06/15/2027 1.03 243,084.10 0.28%
4.01%
LAFAYETTE FED CRED MD US 7,962.50 4.01%RT 03.2500% MAT 06/15/27LICU SHARE CERTIFICATE/MD CD
245,000 245,000.00 99.626
3,005.11
3.70%
3.71% -916.30
07/30/2027 1.12 244,083.70 0.28%
4.02%
BANK HAPOALIM BM N NY 9,065.00 4.02%US RT 03.7000% MAT07/30/27 FIXED RATE CD /NY CD
245,000 245,000.00 99.570
2,964.50
3.65%
3.67% -1,053.50
07/30/2027 1.12 243,946.50 0.28%
4.02%
BANK OF AMERICA NA NC 8,942.50 4.02%US RT 03.6500% MAT07/30/27 FIXED RATE CD /NC CD
245,000 245,000.00 99.570
2,964.50
3.65%
3.67% -1,053.50
07/30/2027 1.12 243,946.50 0.28%
4.02%
WESTERN ALLIANCE B AZ US 8,942.50 4.02%RT 03.6500% MAT 07/30/27FIXED RATE CD /AZ CD
245,000 245,000.00 99.739
408.11
3.80%
3.81% -639.45
08/13/2027 1.18 244,360.55 0.28%
4.02%
TAB BANK INC UT US RT 9,310.00 4.02%03.8000% MAT 08/13/27FIXED RATE CD /UT CD
245,000 245,000.00 99.842
287.96
3.90%
3.91% -387.10
08/20/2027 1.19 244,612.90 0.28%
4.03%
BRIGHTSTAR CR UN FL US RT 9,555.00 4.03%03.9000% MAT 08/20/27LICU SHARE CERTIFICATE /FL CD
Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 23 of 41 Consolidated report prepared for City of Glendora
Bond Holdingsas of May 31, 2026 (continued)Maturing 2027 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.
Adjusted
cost basis ($)/
Unreal. g/l ($)
500,000 498,481.25 99.107
4,222.22
3.20%
3.23% -2,946.25
08/26/2027 1.19 495,535.00 0.57%
3.94%
16,000.00 3.94%
NR/NR/NR
FARMER MAC NTS 03.200 % NR/NR/NRDUE 082627 DTD 082922 FC02262023 245,000 245,000.00 99.956
751.78
4.00%
4.00% -107.80
09/03/2027 1.23 244,892.20 0.28%
4.04%
CONNEXUS CREDIT UN WI 9,800.00 4.04%US RT 04.0000% MAT09/03/27 LICU SHARECERTIFICATE /WI CD
200,000 200,000.00 99.240
590.69
3.85%
3.88% -1,520.81
09/15/2027 1.26 198,479.19 0.23%
4.45%
COMENITY BANK DE US RT 7,700.00 4.45%03.8500% MAT 09/15/27JUMBO CD - HELD AT UBS/DE CD
245,000 245,000.00 99.395
1,329.04
3.60%
3.62% -1,482.25
10/06/2027 1.30 243,517.75 0.28%
4.06%
MUTUALONE BANK MA US 8,820.00 4.06%RT 03.6000% MAT 10/06/27FIXED RATE CD /MA CD
245,000 245,000.00 99.408
531.62
3.60%
3.62% -1,450.40
10/12/2027 1.33 243,549.60 0.28%
4.04%
KEMBA FINL CREDIT OH US 8,820.00 4.04%RT 03.6000% MAT 10/12/27FIXED RATE CD /OH CD
245,000 245,000.00 99.453
98.00 3.65%
3.67% -1,340.15
10/27/2027 1.37 243,659.85 0.28%
4.05%
VIBRANT CREDIT UNI IL US RT 8,942.50 4.05%03.6500% MAT 10/27/27LICU SHARE CERTIFICATE /IL CD
245,000 245,000.00 99.727
646.06
3.85%
3.86% -668.85
11/08/2027 1.40 244,331.15 0.28%
4.04%
FARMERS & MERCHANT WI 9,432.50 4.04%US RT 03.8500% MAT11/08/27 FIXED RATE CD /WI CD
245,000 245,000.00 100.063
247.68
4.10%
4.10% 154.35
11/22/2027 1.44 245,154.35 0.28%
4.06%
WORKERS CREDIT UNI MA 10,045.00 4.06%US RT 04.1000% MAT11/22/27 LICU SHARECERTIFICATE /MA CD
Total 2027 12,080,000 2.51% 04/21/2027 $302,944.00
2.53%
3.95%3.95%
0.87$11,938,753.66
$13,108.53
$11,951,862.19
$61,737.17
13.85%
Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 24 of 41 Consolidated report prepared for City of Glendora
Bond Holdingsas of May 31, 2026 (continued)Maturing 2028 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.
Adjusted
cost basis ($)/
Unreal. g/l ($)
500,000 500,000.00 99.592
5,729.17
3.75%
3.77% -2,040.00
02/11/2028 08/11/2026 1.61 497,960.00 0.58%
4.00%4.00%
100.00
18,750.00
NR/NR/NR
FHLB BOND 03.750 % DUE Aa1/NR/AA+021128 DTD 021126 FC08112026 245,000 245,000.00 99.610
2,455.03
3.85%
3.87% -955.50
02/25/2028 1.66 244,044.50 0.28%
4.08%
MORGAN STANLEY BK UT US 9,432.50 4.08%RT 03.8500% MAT 02/25/28FIXED RATE CD /UT CD
500,000 501,310.89 99.597
3,982.64
3.88%
3.89% -3,325.89
03/17/2028 09/17/2026 1.71 497,985.00 0.58%
4.11%4.11%
100.00
19,375.00
NR/NR/NR
FHLMC MED TERM NTS Aa1/AA+/AA+03.875 % DUE 031728 DTD031726 FC 09172026 245,000 245,000.00 99.831
1,986.85
4.00%
4.01% -414.05
03/20/2028 1.72 244,585.95 0.28%
4.09%
GOLDMAN SACHS BANK NY 9,800.00 4.09%US RT 04.0000% MAT03/20/28 FIXED RATE CD /NY CD
245,000 245,000.00 99.290
1,713.66
3.70%
3.73% -1,739.50
03/23/2028 1.73 243,260.50 0.28%
4.10%
OPTUM BK UT US RT 9,065.00 4.10%03.7000% MAT 03/23/28FIXED RATE CD /UT CD
245,000 245,000.00 99.639
1,596.86
3.90%
3.91% -884.45
03/31/2028 N/A 244,115.55 0.28%
N/A
MANUFACTURERS & TR NY 9,555.00 N/AUS RT 03.9000% MAT03/31/28 FIXED RATE CD /NY CD
245,000 245,000.00 100.011
894.75
4.30%
4.30% 26.95
04/28/2028 05/30/2026 0.00 245,026.95 0.28%
0.28%4.29%
100.00
DIVERSIFIED MEMBER MI US 10,535.00RT 04.3000% MAT 04/28/28FIXED RATE CD /MI CD
750,000 750,000.00 99.642
2,750.00
4.00%
4.01% -2,685.00
04/28/2028 10/28/2026 1.82 747,315.00 0.87%
4.19%4.19%
100.00
30,000.00
NR/NR/NR
FHLB BOND 04.000 % DUE Aa1/NR/AA+042828 DTD 042826 FC10282026 245,000 245,000.00 99.633
785.34
3.90%
3.91% -899.15
05/01/2028 1.84 244,100.85 0.28%
4.10%
USF FED CREDIT UNI FL US RT 9,555.00 4.10%03.9000% MAT 05/01/28LICU SHARE CERTIFICATE /FL CD
1,500,000 1,494,995.25 99.020
2,533.33
3.80%
3.84% -9,695.25
05/15/2028 02/15/2028 1.87 1,485,300.00 1.72%
4.33%4.33%
100.00
57,000.00
NR/NR/NR
AMEREN ILL CO NTS B/E A1/NR/A03.800% 051528DTD052218 FC111518CALL@MW+15BP 500,000 499,366.75 98.476
7,763.89
3.25%
3.30% -6,986.75
06/09/2028 1.91 492,380.00 0.57%
4.04%
16,250.00 4.04%
NR/NR/NR
FHLB BOND 03.250 % DUE Aa1/NR/AA+060928 DTD 050818 FC12092018Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 25 of 41 Consolidated report prepared for City of Glendora
Bond Holdingsas of May 31, 2026 (continued)Maturing 2028 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.
Adjusted
cost basis ($)/
Unreal. g/l ($)
245,000 244,174.64 99.000
1,836.49
3.60%
3.64% -1,624.64
06/16/2028 1.92 242,550.00 0.28%
4.11%
CFG BK MD US RT 8,820.00 4.11%03.6000% MAT 06/16/28FIXED RATE CD /MD CD
245,000 245,000.00 99.990
563.84
4.20%
4.20% -24.50
07/11/2028 06/11/2026 2.02 244,975.50 0.28%
4.20%4.20%
100.00
FIRST FED SVGS BK IN US RT 10,290.0004.2000% MAT 07/11/28FIXED RATE CD /IN CD
245,000 245,000.00 101.818
469.86
5.00%
4.91% 4,454.10
07/17/2028 2.02 249,454.10 0.29%
4.11%
NEW ORLEANS FIREME LA US 12,250.00 4.11%RT 05.0000% MAT 07/17/28FIXED RATE CD /LA CD
245,000 245,000.00 99.146
447.04
3.70%
3.73% -2,092.30
08/14/2028 2.12 242,907.70 0.28%
4.10%
OKLAHOMA EDUCATORS OK 9,065.00 4.10%US RT 03.7000% MAT08/14/28 FIXED RATE CD /OK CD
500,000 493,165.41 97.570
4,169.54
2.88%
2.95% -5,315.41
08/15/2028 2.10 487,850.00 0.57%
4.03%
14,375.00 4.03%
NR/NR/NR
US TSY NOTE 02.875 % DUE Aa1/AA+/NR08/15/28 DTD 08/15/18 FC02/15/19 200,000 199,469.25 98.538
1,825.00
3.65%
3.70% -2,393.25
09/01/2028 06/01/2028 2.12 197,076.00 0.23%
4.34%4.34%
100.00
7,300.00
NR/NR/NR
PUB SVC ELEC & GAS CO A1/NR/A03.650% 090128DTD090718 FC030119CALL@MW+12.5BP 500,000 499,278.69 98.543
3,530.91
3.38%
3.42% -6,563.69
09/15/2028 2.17 492,715.00 0.57%
4.04%
16,875.00 4.04%
NR/NR/NR
US TSY NOTE 03.375 % DUE Aa1/AA+/AA+09/15/28 DTD 09/15/25 FC03/15/26 245,000 245,000.00 99.425
284.27
3.85%
3.87% -1,408.75
09/20/2028 2.21 243,591.25 0.28%
4.11%
MERRICK BK UT US RT 9,432.50 4.11%03.8500% MAT 09/20/28FIXED RATE CD /UT CD
245,000 243,297.25 98.763
47.66 3.55%
3.59% -1,327.90
09/29/2028 2.24 241,969.35 0.28%
4.11%
CLAXTON BK GA US RT 8,697.50 4.11%03.5500% MAT 09/29/28FIXED RATE CD /GA CD
245,000 245,000.00 99.095
1,490.14
3.70%
3.73% -2,217.25
10/10/2028 2.24 242,782.75 0.28%
4.10%
DORT FINL CREDIT U MI US 9,065.00 4.10%RT 03.7000% MAT 10/10/28LICU SHARE CERTIFICATE /MI CD
2,000,000 1,997,682.37 98.762
8,797.81
3.50%
3.54% -22,442.37
10/15/2028 2.25 1,975,240.00 2.29%
4.05%
70,000.00 4.05%
NR/NR/NR
US TSY NOTE 03.500 % DUE Aa1/AA+/AA+10/15/28 DTD 10/15/25 FC04/15/26Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 26 of 41 Consolidated report prepared for City of Glendora
Bond Holdingsas of May 31, 2026 (continued)Maturing 2028 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.
Adjusted
cost basis ($)/
Unreal. g/l ($)
245,000 244,735.91 98.821
1,063.23
3.60%
3.64% -2,624.46
10/17/2028 2.25 242,111.45 0.28%
4.12%
BMW BK OF NA NA UT US RT 8,820.00 4.12%03.6000% MAT 10/17/28FIXED RATE CD /UT CD
219,000 219,000.00 100.011
652.50
4.35%
4.35% 24.09
11/06/2028 06/06/2026 0.02 219,024.09 0.25%
3.84%4.34%
100.00
FIRST GTY BK HAMMO LA US 9,526.50RT 04.3500% MAT 11/06/28FIXED RATE CD /LA CD
500,000 499,105.25 99.301
932.64
3.95%
3.98% -2,600.25
11/14/2028 2.31 496,505.00 0.58%
4.25%
19,750.00 4.25%
NR/NR/NR
CATERPILLAR FINL SERVICE A1/A+/A03.950% 111428DTD111425 FC051426 NTSB/E 500,000 495,704.47 97.852
679.35
3.13%
3.19% -6,444.47
11/15/2028 2.34 489,260.00 0.57%
4.05%
15,625.00 4.05%
NR/NR/NR
US TSY NOTE 03.125 % DUE Aa1/AA+/NR11/15/28 DTD 11/15/18 FC05/15/19 1,000,000 1,001,620.09 98.598
16,783.33
3.80%
3.85% -15,640.09
12/22/2028 12/22/2026 2.37 985,980.00 1.14%
4.38%4.38%
100.00
38,000.00
NR/NR/NR
FARMER MAC MED TERM NR/NR/NRNTS 03.800 % DUE 122228DTD 122225 FC 06222026 245,000 245,000.00 99.334
212.11
3.95%
3.98% -1,631.70
12/22/2028 06/23/2026 2.43 243,368.30 0.28%
4.22%4.22%
100.00
REGENT BK OK US RT 9,677.5003.9500% MAT 12/22/28FIXED RATE CD /OK CD
Total 2028 12,844,000 3.72% 07/31/2028 $476,886.50
3.75%
4.16%4.07%
1.98$12,822,906.22
$-99,471.43
$12,723,434.79
$75,977.25
14.75%
Maturing 2029
Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.
Adjusted
cost basis ($)/
Unreal. g/l ($)
245,000 243,750.40 99.214
484.63
3.80%
3.83% -676.10
01/12/2029 2.49 243,074.30 0.28%
4.12%
GUARANTY BK MO US RT 9,310.00 4.12%03.8000% MAT 01/12/29FIXED RATE CD /MO CD
1,000,000 993,985.50 100.285
0.00 4.65%
4.64% 8,864.50
02/01/2029 02/01/2028 N/A 1,002,850.00 1.16%
N/AN/A
100.00
46,530.00
NR/NR/NR
US BANCORP NTS B/E A3/A+/A04.653% 020129DTD020123 FC080123 245,000 244,987.75 99.953
688.01
4.10%
4.10% -102.90
02/06/2029 2.54 244,884.85 0.28%
4.12%
WELLS FARGO BK NA SD US 10,045.00 4.12%RT 04.1000% MAT 02/06/29FIXED RATE CD /SD CD
Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 27 of 41 Consolidated report prepared for City of Glendora
Bond Holdingsas of May 31, 2026 (continued)Maturing 2029 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.
Adjusted
cost basis ($)/
Unreal. g/l ($)
1,000,000 987,775.25 98.412
8,311.11
3.52%
3.58% -3,655.25
03/06/2029 03/06/2028 2.59 984,120.00 1.14%
4.13%4.13%
100.00
35,200.00
NR/NR/NR
FFCB BOND 03.520 % DUE Aa1/AA+/AA+030629 DTD 030626 FC09062026 1,000,000 1,000,003.75 99.581
9,161.81
4.18%
4.19% -4,193.75
03/12/2029 03/12/2027 2.58 995,810.00 1.15%
4.33%4.33%
100.00
41,750.00
NR/NR/NR
FEDERAL HOME LN BANK Aa1/NR/AA+NTS 04.175 % DUE 031229DTD 031225 FC 09122025 245,000 245,000.00 98.756
294.00
3.65%
3.70% -3,047.80
03/19/2029 2.66 241,952.20 0.28%
4.12%
MY CMNTY CREDIT UN TX 8,942.50 4.12%US RT 03.6500% MAT03/19/29 LICU SHARECERTIFICATE /TX CD
1,000,000 975,045.25 97.555
4,001.39
3.35%
3.43% 504.75
04/18/2029 2.71 975,550.00 1.13%
4.26%
33,500.00 4.26%
NR/NR/NR
JOHN DEERE CPTL CORP A1/A+/A03.350% 041829DTD041822 FC101822 MEDTERM NTS 650,000 648,380.25 99.459
2,166.67
4.00%
4.02% -1,896.75
04/30/2029 04/30/2027 2.72 646,483.50 0.75%
4.20%4.20%
100.00
26,000.00
NR/NR/NR
FHLMC NTS 04.000 % DUE Aa1/AA+/AA+043029 DTD 043025 FC10302025 1,000,000 984,595.25 98.855
1,777.78
4.00%
4.05% 3,954.75
05/15/2029 03/15/2029 2.76 988,550.00 1.15%
4.42%4.42%
100.00
40,000.00
NR/NR/NR
UNITED HEALTH GROUP INC A2/A/A+04.000% 051529DTD052022 FC111522CALL@MW+20BP 470,000 442,604.25 96.998
381.88
3.25%
3.35% 13,286.35
05/22/2029 02/22/2029 2.80 455,890.60 0.53%
4.33%4.33%
100.00
15,275.00
NR/NR/NR
CHARLES SCHWAB CORP B/E A2/A/A03.250% 052229DTD052219 FC112219 1,000,000 971,415.25 96.492
16,138.89
3.50%
3.63% -6,495.25
06/15/2029 03/15/2029 2.80 964,920.00 1.12%
4.75%4.75%
100.00
35,000.00
NR/NR/NR
PACIFICORP B/E 03.500% A3/NR/BBB+061529 DTD030119FC061519 CALL@MW+15BP 500,000 499,085.25 100.099
9,394.44
4.45%
4.45% 1,409.75
06/29/2029 2.80 500,495.00 0.58%
4.41%
22,250.00 4.41%
NR/NR/NR
TOYOTA MOTOR CREDIT A1/A+/A+CORP 04.450% 062929DTD063022 FC122922CALL@MW+20BP 2,000,000 1,999,005.25 99.237
30,675.00
4.09%
4.12% -14,265.25
07/16/2029 07/16/2027 2.86 1,984,740.00 2.30%
4.35%4.35%
100.00
81,800.00
NR/NR/NR
FFCB BOND 04.090 % DUE Aa1/AA+/AA+071629 DTD 071625 FC01162026Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 28 of 41 Consolidated report prepared for City of Glendora
Bond Holdingsas of May 31, 2026 (continued)Maturing 2029 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.
Adjusted
cost basis ($)/
Unreal. g/l ($)
245,000 240,222.50 98.260
1,619.01
3.60%
3.66% 514.50
09/25/2029 3.08 240,737.00 0.28%
4.16%
AMER EXPRESS NATL UT US 8,820.00 4.16%RT 03.6000% MAT 09/25/29FIXED RATE CD /UT CD
1,000,000 984,716.19 98.172
5,833.33
3.50%
3.57% -2,996.19
09/30/2029 3.10 981,720.00 1.14%
4.09%
35,000.00 4.09%
NR/NR/NR
US TSY NOTE 03.500 % DUE Aa1/AA+/AA+09/30/29 DTD 09/30/24 FC03/31/25 3,000,000 2,973,745.75 98.882
19,237.50
4.05%
4.10% -7,285.75
10/04/2029 09/04/2029 3.08 2,966,460.00 3.44%
4.41%4.41%
100.00
121,500.00
NR/NR/NR
ACCENTURE CAPITAL INC Aa3/WD/AA04.050% 100429DTD100424 FC040425CALL@MW+10BP 1,000,000 991,647.22 99.703
3,369.57
4.00%
4.01% 5,382.78
10/31/2029 3.16 997,030.00 1.16%
4.09%
40,000.00 4.09%
NR/NR/NR
US TSY NOTE 04.000 % DUE Aa1/AA+/AA+10/31/29 DTD 10/31/22 FC04/30/23 1,000,000 983,770.88 100.082
3,474.86
4.13%
4.12% 17,049.12
10/31/2029 3.15 1,000,820.00 1.16%
4.10%
41,250.00 4.10%
NR/NR/NR
US TSY NOTE 04.125 % DUE Aa1/AA+/AA+10/31/29 DTD 10/31/24 FC04/30/25 500,000 500,472.38 100.512
1,937.50
4.65%
4.63% 2,087.62
11/01/2029 10/01/2029 3.04 502,560.00 0.58%
4.48%4.49%
100.00
23,250.00
NR/NR/NR
ONCOR ELEC DELIVERY CO A2/A/A04.650% 110129DTD111324 FC050125CALL@MW+10BP 245,000 244,510.00 99.585
271.85
4.05%
4.07% -526.75
11/21/2029 3.21 243,983.25 0.28%
4.18%
SALLIE MAE BANK UT US RT 9,922.50 4.18%04.0500% MAT 11/21/29FIXED RATE CD /UT CD
1,000,000 998,380.50 101.422
1,062.67
4.78%
4.71% 15,839.50
11/23/2029 3.18 1,014,220.00 1.18%
4.34%
47,820.00 4.34%
NR/NR/NR
ST STREET BK & TR CO NTS Aa2/AA+/AA04.782% 112329DTD112524 FC052325 B/E 245,000 245,000.00 99.741
137.60
4.10%
4.11% -634.55
11/26/2029 3.22 244,365.45 0.28%
4.18%
STATE BK IL US RT 04.1000% 10,045.00 4.18%MAT 11/26/29 FIXED RATECD /IL CD
1,500,000 1,490,677.13 99.273
29,062.50
3.88%
3.90% -1,582.13
11/30/2029 3.18 1,489,095.00 1.73%
4.10%
58,125.00 4.10%
NR/NR/NR
US TSY NOTE 03.875 % DUE Aa1/AA+/NR11/30/29 DTD 11/30/22 FC05/31/23 1,017,000 994,218.09 99.234
16,438.46
3.88%
3.90% 14,991.69
12/31/2029 3.26 1,009,209.78 1.17%
4.11%
39,408.75 4.11%
NR/NR/NR
US TSY NOTE 03.875 % DUE Aa1/AA+/AA+12/31/29 DTD 12/31/22 FC06/30/23Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 29 of 41 Consolidated report prepared for City of Glendora
Bond Holdingsas of May 31, 2026 (continued)Maturing 2029 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.
Adjusted
cost basis ($)/
Unreal. g/l ($)
Total 2029 21,107,000 3.99% 08/03/2029 $840,743.75
4.02%
4.28%4.28%
2.95$20,882,994.04
$36,526.89
$20,919,520.93
$165,920.45
24.25%
Maturing 2030
Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.
Adjusted
cost basis ($)/
Unreal. g/l ($)
1,000,000 1,000,004.32 99.924
16,750.00
4.50%
4.50% -764.32
01/17/2030 07/17/2026 3.26 999,240.00 1.16%
4.52%4.52%
100.00
45,000.00
NR/NR/NR
FHLB NTS 04.500 % DUE Aa1/NR/AA+011730 DTD 071725 FC01172026 500,000 499,615.25 100.933
8,910.22
5.01%
4.97% 5,049.75
01/23/2030 01/23/2029 2.42 504,665.00 0.58%
4.63%4.73%
100.00
25,060.00
NR/NR/NR
JPMORGAN CHASE & CO A1/AA-/ANTS 05.012% 012330DTD012324 FC072324CALL@MW+20BP 500,000 464,875.25 93.609
4,250.00
2.55%
2.72% 3,169.75
02/01/2030 11/01/2029 3.42 468,045.00 0.54%
4.45%4.45%
100.00
12,750.00
NR/NR/NR
SOUTHERN CALIF GAS CO Aa3/AA-/A02.550% 020130DTD010920CALL@MW+15BP 245,000 244,938.75 99.220
82.56 4.10%
4.13% -1,849.75
02/27/2030 06/28/2026 3.47 243,089.00 0.28%
4.33%4.33%
100.00
TRUXTON TR CO NASH TN 10,045.00US RT 04.1000% MAT02/27/30 FIXED RATE CD /TN CD
1,000,000 919,485.25 92.363
5,625.00
2.25%
2.44% 4,144.75
03/01/2030 12/01/2029 3.52 923,630.00 1.07%
4.48%4.48%
100.00
22,500.00
NR/NR/NR
DTE ELEC CO B/E 02.250% Aa3/A+/A030130 DTD022620CALL@MW+15BP 1,000,000 1,000,004.07 99.627
10,391.67
4.30%
4.32% -3,734.07
03/04/2030 03/04/2027 3.41 996,270.00 1.15%
4.41%4.41%
100.00
43,000.00
NR/NR/NR
FNMA NTS 04.300 % DUE Aa1/AA+/AA+030430 DTD 031225 FC09042025 500,000 485,050.25 95.594
2,888.89
3.25%
3.40% -7,080.25
03/27/2030 12/27/2029 3.53 477,970.00 0.55%
4.52%4.52%
100.00
16,250.00
NR/NR/NR
ARCHER DANIELS MIDLAND A2/A/A03.250% 032730DTD032720 FC092720 COCALL@MW+40BP 245,000 245,000.00 98.742
1,602.23
3.85%
3.90% -3,082.10
03/29/2030 3.50 241,917.90 0.28%
4.21%
CUSTOMERS BANK PA US RT 9,432.50 4.21%03.8500% MAT 03/29/30FIXED RATE CD /PA CD
Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 30 of 41 Consolidated report prepared for City of Glendora
Bond Holdingsas of May 31, 2026 (continued)Maturing 2030 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.
Adjusted
cost basis ($)/
Unreal. g/l ($)
1,000,000 999,697.00 99.409
6,666.67
4.00%
4.02% -5,607.00
04/01/2030 3.50 994,090.00 1.15%
4.17%
40,000.00 4.17%
NR/NR/NR
FFCB BOND 04.000 % DUE Aa1/AA+/AA+040130 DTD 040125 FC10012025 245,000 240,525.91 97.999
49.00 3.65%
3.72% -428.36
04/29/2030 3.64 240,097.55 0.28%
4.20%
CELTIC BK UT US RT 8,942.50 4.20%03.6500% MAT 04/29/30FIXED RATE CD /UT CD
1,000,000 1,000,004.35 99.842
2,134.44
4.52%
4.53% -1,584.35
05/14/2030 3.58 998,420.00 1.16%
4.56%
45,200.00 4.56%
NR/NR/NR
FFCB BOND 04.520 % DUE Aa1/AA+/AA+051430 DTD 051425 FC11142025 1,000,000 1,000,005.20 99.533
1,853.33
4.17%
4.19% -4,675.20
05/15/2030 05/15/2028 3.61 995,330.00 1.15%
4.30%4.30%
100.00
41,700.00
NR/NR/NR
FFCB BOND 04.170 % DUE Aa1/AA+/AA+051530 DTD 051526 FC11152026 1,000,000 986,458.38 98.648
18,750.00
3.75%
3.80% 21.62
05/31/2030 3.61 986,480.00 1.14%
4.12%
37,500.00 4.12%
NR/NR/NR
US TSY NOTE 03.750 % DUE Aa1/AA+/AA+05/31/30 DTD 05/31/23 FC11/30/23 1,000,000 889,135.25 89.480
7,416.67
1.50%
1.68% 5,664.75
06/03/2030 03/03/2030 3.79 894,800.00 1.04%
4.39%4.39%
100.00
15,000.00
NR/NR/NR
AMAZON.COM INC B/E A1/AA-/AA01.500% 060330DTD060320CALL@MW+15BP 245,000 245,000.00 99.939
10,096.01
4.45%
4.45% -149.45
06/27/2030 06/27/2026 3.52 244,850.55 0.28%
4.46%4.46%
100.00
TRUIST BK NC US RT 10,902.5004.4500% MAT 06/27/30FIXED RATE CD /NC CD
245,000 245,000.00 99.384
338.30
4.20%
4.23% -1,509.20
08/19/2030 06/19/2026 3.86 243,490.80 0.28%
4.36%4.36%
100.00
CENTRAL BK AR US RT 10,290.0004.2000% MAT 08/19/30FIXED RATE CD /AR CD
245,000 245,000.00 98.617
2,470.14
4.00%
4.06% -3,388.35
08/29/2030 08/29/2027 3.83 241,611.65 0.28%
4.36%4.36%
100.00
MORGAN STANLEY PRI NY 9,800.00US RT 04.0000% MAT08/29/30 FIXED RATE CD /NY CD
750,000 750,005.02 98.784
6,223.75
3.83%
3.88% -9,125.02
09/13/2030 09/13/2027 3.88 740,880.00 0.86%
4.14%4.14%
100.00
28,725.00
NR/NR/NR
FNMA NTS 03.830 % DUE Aa1/AA+/AA+091330 DTD 031326 FC09132026 245,000 243,285.00 97.368
6,035.05
3.70%
3.80% -4,733.40
09/30/2030 06/30/2026 3.83 238,551.60 0.28%
4.37%4.37%
100.00
JPMORGAN CHASE BK DE US 9,065.00RT 03.7000% MAT 09/30/30FIXED RATE CD /DE CD
Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 31 of 41 Consolidated report prepared for City of Glendora
Bond Holdingsas of May 31, 2026 (continued)Maturing 2030 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.
Adjusted
cost basis ($)/
Unreal. g/l ($)
500,000 447,160.25 88.719
1,416.67
1.70%
1.92% -3,565.25
10/01/2030 07/01/2030 4.08 443,595.00 0.51%
4.60%4.60%
100.00
8,500.00
NR/NR/NR
SAN DIEGO G & E B/E A1/A/A01.700% 100130DTD092820 FC040121CALL@MW+20BP 245,000 245,000.00 97.504
1,232.38
3.60%
3.69% -6,115.20
10/10/2030 3.97 238,884.80 0.28%
4.23%
OCEANAIR FED CREDI CA US 8,820.00 4.23%RT 03.6000% MAT 10/10/30FIXED RATE CD /CA CD
245,000 244,877.50 98.087
1,107.53
3.75%
3.82% -4,564.35
10/17/2030 3.98 240,313.15 0.28%
4.23%
FIRST FEDERAL BANK FL US 9,187.50 4.23%RT 03.7500% MAT 10/17/30FIXED RATE CD /FL CD
245,000 244,020.42 97.855
894.08
3.60%
3.68% -4,275.67
10/24/2030 4.01 239,744.75 0.28%
4.14%
SYNCHRONY BANK UT US RT 8,820.00 4.14%03.6000% MAT 10/24/30FIXED RATE CD /UT CD
1,000,000 998,849.00 97.949
3,053.67
3.63%
3.70% -19,359.00
10/31/2030 4.03 979,490.00 1.14%
4.14%
36,250.00 4.14%
NR/NR/NR
US TSY NOTE 03.625 % DUE Aa1/AA+/AA+10/31/30 DTD 10/31/25 FC04/30/26 500,000 498,090.25 98.438
1,432.29
4.13%
4.19% -5,900.25
11/06/2030 10/06/2030 4.00 492,190.00 0.57%
4.52%4.52%
100.00
20,625.00
NR/NR/NR
SHELL FIN US INC NTS B/E Aa2/AA-/A+04.125% 110630DTD110625 FC050626CALL@MW+10BP 500,000 497,177.13 97.398
8,750.00
3.50%
3.59% -10,187.13
11/30/2030 4.05 486,990.00 0.56%
4.14%
17,500.00 4.14%
NR/NR/NR
US TSY NOTE 03.500 % DUE Aa1/AA+/AA+11/30/30 DTD 11/30/25 FC05/31/26 1,000,000 998,888.06 98.356
15,642.27
3.75%
3.81% -15,328.06
12/31/2030 4.10 983,560.00 1.14%
4.15%
37,500.00 4.15%
NR/NR/NR
US TSY NOTE 03.750 % DUE Aa1/AA+/AA+12/31/30 DTD 12/31/23 FC06/30/24 Total 2030 16,200,000 3.66% 06/16/2030 $588,365.00
3.73%
4.34%4.34%
3.66$15,877,151.86
$-98,955.11
$15,778,196.75
$146,062.83
18.29%
Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 32 of 41 Consolidated report prepared for City of Glendora
Bond Holdingsas of May 31, 2026 (continued)Maturing 2031 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.
Adjusted
cost basis ($)/
Unreal. g/l ($)
500,000 500,152.58 98.716
7,532.50
3.93%
3.98% -6,572.58
01/13/2031 01/13/2028 4.12 493,580.00 0.57%
4.24%4.24%
100.00
19,650.00
NR/NR/NR
FARMER MAC MED TERM NR/NR/NRNTS 03.930 % DUE 011331DTD 011326 FC 07132026 500,000 499,455.25 98.916
13,033.33
4.60%
4.65% -4,875.25
01/15/2031 12/15/2030 4.05 494,580.00 0.57%
4.86%4.86%
100.00
23,000.00
NR/NR/NR
APOLLO GLOBAL MGMT INC A2/A/A04.600% 011531DTD110725 FC071526CALL@MW+15BP 1,000,000 999,755.25 99.050
14,737.50
4.05%
4.09% -9,255.25
01/15/2031 01/15/2027 4.11 990,500.00 1.15%
4.28%4.28%
100.00
40,500.00
NR/NR/NR
FNMA NTS 04.050 % DUE Aa1/AA+/AA+011531 DTD 012026 FC07152026 1,000,000 988,192.75 98.340
12,430.94
3.75%
3.81% -4,792.75
01/31/2031 4.19 983,400.00 1.14%
4.14%
37,500.00 4.14%
NR/NR/NR
US TSY NOTE 03.750 % DUE Aa1/AA+/AA+01/31/31 DTD 01/31/26 FC07/31/26 245,000 245,000.00 98.149
484.63
3.80%
3.87% -4,534.95
02/12/2031 4.29 240,465.05 0.28%
4.23%
MEDALLION BK UT US RT 9,310.00 4.23%03.8000% MAT 02/12/31FIXED RATE CD /UT CD
1,000,000 977,411.50 97.262
8,750.00
3.50%
3.60% -4,791.50
02/28/2031 4.29 972,620.00 1.13%
4.14%
35,000.00 4.14%
NR/NR/NR
US TSY NOTE 03.500 % DUE Aa1/AA+/AA+02/28/31 DTD 02/28/26 FC08/31/26 485,000 485,005.04 98.205
4,397.33
3.84%
3.91% -8,710.79
03/06/2031 03/06/2028 4.27 476,294.25 0.55%
4.26%4.26%
100.00
18,624.00
NR/NR/NR
FHLB BOND 03.840 % DUE Aa1/NR/AA+030631 DTD 030626 FC09062026 1,000,000 999,770.83 97.867
8,854.17
3.75%
3.83% -21,100.83
03/06/2031 03/06/2028 4.28 978,670.00 1.13%
4.25%4.25%
100.00
37,500.00
NR/NR/NR
FNMA NTS 03.750 % DUE Aa1/AA+/AA+030631 DTD 030626 FC09062026 500,000 498,470.25 98.627
4,725.00
4.20%
4.26% -5,335.25
03/10/2031 4.24 493,135.00 0.57%
4.52%
21,000.00 4.52%
NR/NR/NR
JOHN DEERE CAPITAL CORP A1/A+/A04.200% 031031DTD031026 FC091026 NTSB/E 1,000,000 996,167.09 98.366
7,811.11
3.80%
3.86% -12,507.09
03/17/2031 4.31 983,660.00 1.14%
4.18%
38,000.00 4.18%
NR/NR/NR
FARMER MAC MED TERM NR/NR/NRNTS 03.800 % DUE 031731DTD 031726 FC 09172026 500,000 452,725.25 90.018
1,958.33
2.35%
2.61% -2,635.25
04/01/2031 01/01/2031 4.46 450,090.00 0.52%
4.68%4.68%
100.00
11,750.00
NR/NR/NR
CENTERPOINT ENER A2/A/AHOUSTON 02.350% 040131DTD031121 FC100121CALL@MW+15BPIncludes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 33 of 41 Consolidated report prepared for City of Glendora
Bond Holdingsas of May 31, 2026 (continued)Maturing 2031 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.
Adjusted
cost basis ($)/
Unreal. g/l ($)
500,000 453,980.25 90.168
1,875.00
2.25%
2.50% -3,140.25
04/01/2031 10/01/2030 4.48 450,840.00 0.52%
4.54%4.54%
100.00
11,250.00
NR/NR/NR
NTHN STATES PWR CO B/E Aa3/A+/A02.250% 040131DTD033021 FC100121CALL@MW+10BP 1,000,000 898,175.25 89.231
2,206.39
1.69%
1.89% -5,865.25
04/14/2031 4.58 892,310.00 1.03%
4.15%
16,900.00 4.15%
NR/NR/NR
FFCB BOND 01.690 % DUE Aa1/AA+/AA+041431 DTD 041421 FC10142021 245,000 245,000.00 98.941
1,020.27
4.00%
4.04% -2,594.55
04/21/2031 4.38 242,405.45 0.28%
4.24%
TOYOTA FINL SVGS B NV US 9,800.00 4.24%RT 04.0000% MAT 04/21/31FIXED RATE CD /NV CD
500,000 500,005.17 98.618
1,879.17
4.10%
4.16% -6,915.17
04/28/2031 07/28/2028 4.38 493,090.00 0.57%
4.42%4.42%
100.00
20,500.00
NR/NR/NR
FHLB NTS 04.100 % DUE Aa1/NR/AA+042831 DTD 042826 FC10282026 1,000,000 994,084.94 98.789
3,264.27
3.88%
3.92% -6,194.94
04/30/2031 4.42 987,890.00 1.15%
4.15%
38,750.00 4.15%
NR/NR/NR
US TSY NOTE 03.875 % DUE Aa1/AA+/AA+04/30/31 DTD 04/30/26 FC10/31/26 1,000,000 892,659.94 88.738
706.52
1.63%
1.83% -5,279.94
05/15/2031 4.67 887,380.00 1.03%
4.16%
16,250.00 4.16%
NR/NR/NR
US TSY NOTE 01.625 % DUE Aa1/AA+/NR05/15/31 DTD 05/15/21 FC11/15/21 Total 2031 11,975,000 3.42% 03/13/2031 $405,284.00
3.52%
4.28%4.28%
4.33$11,626,011.34
$-115,101.59
$11,510,909.75
$95,666.47
13.34%
Effective rating/
Underlying rating
(Mdy/Fitch/S&P)
Mkt. value ($)/
Accr. interest ($)
Adjusted
cost basis ($)/
Unreal. g/l ($)
Call date/
Coupon Call price ($)
Modified
duration
YTM (%)/
YTW (%)
Est. annual
income ($)/
Quantity Curr. yield (%)
Effective
maturity
% of
bond
port.
Market
price ($)
4.19%4.18%
01/14/2029 N/A 2.58$86,568,254.50 N/A $86,276,018.16
$-292,236.34
87,676,000
3.27% $610,662.22 Total Bond Portfolio 3.22% $2,818,863.25 100% $86,886,680.38
Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: June 01, 2026 Page 34 of 41 Important Information About This Report Disclosures Applicable to Accounts at UBS Financial Services Inc.
This section contains important disclosures regarding the information and valuations presented here. Allinformation presented is subject to change at any time and is provided only as of the date indicated. Theinformation in this report is for informational purposes only and should not be relied upon as the basis of aninvestment or liquidation decision. UBS FS account statements and official tax documents are the only officialrecord of your accounts and are not replaced, amended or superseded by any of the information presented inthese reports. You should not rely on this information in making purchase or sell decisions, for tax purposes orotherwise.UBS FS offers a number of investment advisory programs to clients, acting in our capacity as an investmentadviser, including fee-based financial planning, discretionary account management, non-discretionary investmentadvisory programs, and advice on the selection of investment managers and mutual funds offered through ourinvestment advisory programs. When we act as your investment adviser, we will have a written agreement withyou expressly acknowledging our investment advisory relationship with you and describing our obligations toyou. At the beginning of our advisory relationship, we will give you our Form ADV brochure(s) for the program(s)you selected that provides detailed information about, among other things, the advisory services we provide, ourfees, our personnel, our other business activities and financial industry affiliations and conflicts between ourinterests and your interests.In our attempt to provide you with the highest quality information available, we have compiled this report usingdata obtained from recognized statistical sources and authorities in the financial industry. While we believe thisinformation to be reliable, we cannot make any representations regarding its accuracy or completeness. Pleasekeep this guide as your Advisory Review.Please keep in mind that most investment objectives are long term. Although it is important to evaluate yourportfolio's performance over multiple time periods, we believe the greatest emphasis should be placed on thelonger period returns.Please review the report content carefully and contact your Financial Advisor with any questions.Client Accounts: This report may include all assets in the accounts listed and may include eligible and ineligibleassets in a fee-based program. Since ineligible assets are not considered fee-based program assets, the inclusionof such securities will distort the actual performance of your accounts and does not reflect the performance ofyour accounts in the fee-based program. As a result, the performance reflected in this report can varysubstantially from the individual account performance reflected in the performance reports provided to you aspart of those programs. For fee-based programs, fees are charged on the market value of eligible assets in theaccounts and assessed quarterly in advance, prorated according to the number of calendar days in the billingperiod. When shown on a report, the risk profile and return objectives describe your overall goals for theseaccounts. For each account you maintain, you choose one return objective and a primary risk profile. If you havequestions regarding these objectives or wish to change them, please contact your Financial Advisor to updateyour account records.Performance: This report presents account activity and performance depending on which inception type you'vechosen. The two options are: (1) All Assets (Since Performance Start): This presents performance for all assetssince the earliest possible date; (2) Advisory Assets (Advisory Strategy Start) for individual advisory accounts: Thispresents Advisory level performance since the Latest Strategy Start date; If an account that has never beenmanaged is included in the consolidated report, the total performance of that unmanaged account will beincluded since inception.
Time-weighted Returns for accounts / SWP/AAP sleeves (Monthly periods): The report displays a timeweighted rate of return (TWR) that is calculated using the Modified Dietz Method. This calculation uses thebeginning and ending portfolio values for the month and weighs each contribution/withdrawal based upon theday the cash flow occurred. Periods greater than one month are calculated by linking the monthly returns. TheTWR gives equal weighting to every return regardless of amount of money invested, so it is an effective measurefor returns on a fee based account. All periods shown which are greater than 12 months are annualized. Thisapplies to all performance for all assets before 09/30/2010, Advisory assets before 12/31/2010 and SWP sleevesbefore 04/30/2018.Time-weighted Returns for accounts / SWP/AAP sleeves (Daily periods): The report displays a timeweighted rate of return (TWR) that is calculated by dividing the portfolio's daily gain/loss by the previous day'sclosing market value plus the net value of cash flows that occurred during the day, if it was positive. The TWRgives equal weighting to every return regardless of amount of money invested, so it is an effective measure forreturns on a fee based account. Periods greater than one day are calculated by linking the daily returns. Allperiods shown which are greater than 12 months are annualized. For reports generated prior to 01/26/2018, theperformance calculations used the account's end of day value on the performance inception (listed in the reportunder the column "ITD") and all cash flows were posted at end of day. As a result of the change, the overallrate of return (TWR) and beginning market value displayed can vary from prior generated reports. This applies toall performance for all assets on or after 09/30/2010, Advisory assets on or after 12/31/2010, SWP/AAP sleeveson or after 04/30/2018 as well as all Asset Class and Security level returns. For accounts in options overlaystrategies, the Mandate amount will be applied to previous day's closing market value when calculatingperformance. The Mandate amount will not be applied to the calculation if the option overlay accountperformance shown in this report aggregated with reporting for assets held in other UBS accounts.Money-weighted returns: Money-weighted return (MWR) is a measure of the rate of return for an asset orportfolio of assets. It is calculated by finding the daily Internal Rate of Return (IRR) for the period and thencompounding this return by the number of days in the period being measured. The MWR incorporates the sizeand timing of cash flows, so it is an effective measure of returns on a portfolio.Annualized Performance: All performance periods greater than one year are calculated (unless otherwisestated) on an annualized basis, which represents the return on an investment multiplied or divided to give acomparable one year return.Cumulative Performance: A cumulative return is the aggregate amount that an investment has gained or lostover time, independent of the period of time involved.Net of Fees and Gross of Fees Performance: Performance is presented on a "net of fees" and "gross offees" basis, where indicated. Net returns do not reflect Program and wrap fees prior to 10/31/10 for accountsthat are billed separately via invoice through a separate account billing arrangement. Gross returns do not reflectthe deduction of fees, commissions or other charges. The payment of actual fees and expenses will reduce aclient's return. The compound effect of such fees and expenses should be considered when reviewing returns.For example, the net effect of the deduction of fees on annualized performance, including the compoundedeffect over time, is determined by the relative size of the fee and the account's investment performance. Itshould also be noted that where gross returns are compared to an index, the index performance also does notreflect any transaction costs, which would lower the performance results. Market index data maybe subject toreview and revision.Benchmark/Major Indices: The past performance of an index is not a guarantee of future results. Any Report created on: June 01, 2026 Page 35 of 41
Disclosures Applicable to Accounts at UBS Financial Services Inc. (continued) benchmark is shown for informational purposes only and relates to historical performance of market indices andnot the performance of actual investments. Although most portfolios use indices as benchmarks, portfolios areactively managed and generally are not restricted to investing only in securities in the index. As a result, yourportfolio holdings and performance may vary substantially from the index. Each index reflects an unmanageduniverse of securities without any deduction for advisory fees or other expenses that would reduce actualreturns, as well as the reinvestment of all income and dividends. An actual investment in the securities includedin the index would require an investor to incur transaction costs, which would lower the performance results.Indices are not actively managed and investors cannot invest directly in the indices. Market index data maybesubject to review and revision. The benchmark index is selected from among the indices for which UBSFS haslicensing agreements with the index provider. UBSFS does not have licensing agreements for all available indices.The benchmarks may vary from those used by the Money Manager or those listed in the prospectus. Further,there is no guarantee that an investor's account will meet or exceed the stated benchmark. Index performanceinformation has been obtained from third parties deemed to be reliable. We have not independently verified thisinformation, nor do we make any representations or warranties to the accuracy or completeness of thisinformation.Blended Index - For Advisory accounts, Blended Index is designed to reflect the asset categories in which youraccount is invested. For Brokerage accounts, you have the option to select any benchmark from the list.For certain products, the blended index represents the investment style corresponding to your client targetallocation. If you change your client target allocation, your blended index will change in step with your changeto your client target allocation.Blended Index 2 - 8 - are optional indices selected by you which may consist of a blend of indexes. For advisoryaccounts, these indices are for informational purposes only. Depending on the selection, the benchmark selectedmay not be an appropriate basis for comparison of your portfolio based on its holdings.For alternative investments and strategies that are highly customized, such as Concentrated Equity Solutions(CES), benchmarks are broad market indices included for general reference and are not intended to showcomparative market performance or potential portfolios with risk or return profiles similar to your account.Benchmark indices are shown for illustrative purposes only.Custom Time Periods: If represented on this report, the performance start date and the performance end datehave been selected by your Financial Advisor in order to provide performance and account activity informationfor your account for the specified period of time only. As a result, only a portion of your account's activity andperformance information is presented in the performance report, and, therefore, presents a distortedrepresentation of your account's activity and performance.Net Deposits/Withdrawals: When shown on a report, this information represents the net value of all cash andsecurities contributions and withdrawals, program fees (including wrap fees) and other fees added to orsubtracted from your accounts from the first day to the last day of the period including assets transferred to orfrom other UBS accounts. When fees are shown separately, net deposits / withdrawals does not include programfees (including wrap fees). When investment return is displayed net deposits / withdrawals does not includeprogram fees (including wrap fees). For security contributions and withdrawals, securities are calculated usingthe end of day UBS FS price on the day securities are delivered in or out of the accounts. Wrap fees will beincluded in this calculation except when paid via an invoice or through a separate accounts billing arrangement.When shown on Client summary and/or Portfolio review report, program fees (including wrap fees) may not beincluded in net deposits/withdrawals. PACE Program fees paid from sources other than your PACE account are treated as a contribution. A PACE Program Fee rebate that is not reinvested is treated as a withdrawal.Net Deposits/Withdrawals (external): When shown on a report, this information represents the net value ofall cash and securities contributions and withdrawals, program fees (including wrap fees) and other fees addedto or subtracted from your accounts from the first day to the last day of the period, excluding assets transferredto or from other UBS accounts after 12/31/2010. When fees are shown separately, net deposits / withdrawalsdoes not include program fees (including wrap fees). When investment return is displayed net deposits /withdrawals does not include program fees (including wrap fees). For security contributions and withdrawals,securities are calculated using the end of day UBS FS price on the day securities are delivered in or out of theaccounts. Wrap fees will be included in this calculation except when paid via an invoice or through a separateaccounts billing arrangement. When shown on Client summary and/or Portfolio review report, program fees(including wrap fees) may not be included in net deposits/withdrawals. PACE Program fees paid from sourcesother than your PACE account are treated as a contribution. A PACE Program Fee rebate that is not reinvested istreated as a withdrawal.Deposits: When shown on a report, this information represents the net value of all cash and securitiescontributions added to your accounts from the first day to the last day of the period, including assets transferredfrom other UBS accounts. On Client Summary Report and/or Portfolio Review Report, this may exclude theOpening balance. For security contributions, securities are calculated using the end of day UBS FS price on theday securities are delivered in or out of the accounts.Deposits (external): When shown on a report, this information represents the net value of all cash andsecurities contributions added to your accounts from the first day to the last day of the period, excluding assetstransferred from other UBS accounts after 12/31/2010. On Client Summary Report and/or Portfolio ReviewReport, this may exclude the Opening balance. For security contributions, securities are calculated using the endof day UBS FS price on the day securities are delivered in or out of the accounts.Withdrawals: When shown on a report, this information represents the net value of all cash and securitieswithdrawals subtracted from your accounts from the first day to the last day of the period, including assettransferred to other UBS accounts. On Client summary and/or portfolio review report Withdrawals may notinclude program fees (including wrap fees). For security withdrawals, securities are calculated using the end ofday UBS FS price on the day securities are delivered in or out of the accounts.Withdrawals (external): When shown on a report, this information represents the net value of all cash andsecurities withdrawals subtracted from your accounts from the first day to the last day of the period, excludingassets transferred to other UBS accounts after 12/31/2010. On Client summary and/or portfolio review reportWithdrawals may not include program fees (including wrap fees). For security withdrawals, securities arecalculated using the end of day UBS FS price on the day securities are delivered in or out of the accounts.Net Transfers (Internal): When shown on a report, this information represents the net value of all cash andsecurities transferred between your UBS accounts from the first day to the last day of the period.Transfers In (Internal): When shown on a report, this information represents the net value of all cash andsecurities transferred to your UBS accounts from the first day to the last day of the period.Transfers Out (Internal): When shown on a report, this information represents the net value of all cash andsecurities transferred from your UBS accounts from the first day to the last day of the period.
Report created on: June 01, 2026 Page 36 of 41
Disclosures Applicable to Accounts at UBS Financial Services Inc. (continued) Dividends/Interest: Dividend and interest earned, when shown on a report, does not include income onsecurities that have been lent out & does not reflect your account's tax status or reporting requirements. Useonly official tax reporting documents (i.e. 1099) for tax reporting purposes. The classification of privateinvestment distributions can only be determined by referring to the official year-end tax-reporting documentprovided by the issuer.Change in Accrued Interest: When shown on a report, this information represents the difference between theaccrued interest at the beginning of the period from the accrued interest at the end of the period.Change in Value: Represents the change in value of the portfolio during the reporting period, excludingadditions/withdrawals, dividend and interest income earned and accrued interest. Change in Value may includeprograms fees (including wrap fees) and other fees.Fees: Fees represented in this report include program and wrap fees. Program and wrap fees prior to October 1,2010 for accounts that are billed separately via invoice through a separate account billing arrangement are notincluded in this report.Performance Start Date Changes: The Performance Start Date for accounts marked with a '^' have changed.Performance figures of an account with a changed Performance Start Date may not include the entire history ofthe account. The new Performance Start Date will generate performance returns and activity information for ashorter period than is available at UBS FS. As a result, the overall performance of these accounts may generatebetter performance than the period of time that would be included if the report used the inception date of theaccount. UBS FS recommends reviewing performance reports that use the inception date of the account becausereports with longer time frames are usually more helpful when evaluating investment programs and strategies.Performance reports may include accounts with inception dates that precede the new Performance Start Dateand will show performance and activity information from the earliest available inception date.The change in Performance Start Date may be the result of a performance gap due to a zero-balance thatprevents the calculation of continuous returns from the inception of the account. The Performance Start Datemay also change if an account has failed one of our performance data integrity tests. In such instances, theaccount will be labeled as 'Review Required' and performance prior to that failure will be restricted. Finally, thePerformance Start Date will change if you have explicitly requested a performance restart. Please contact yourFinancial Advisor for additional details regarding your new Performance Start Date.Closed Account Performance: Accounts that have been closed may be included in the consolidatedperformance report. When closed accounts are included in the consolidated report, the performance report willonly include information for the time period the account was active during the consolidated performancereporting time period.Important information on options-based strategies:Risk: Options involve risk and are not suitable for everyone. Prior to buying or selling an option investors mustread a copy of the Characteristics & Risks of Standardized Options, also known as the options disclosuredocument (ODD). It explains the characteristics and risks of exchange traded options. The options risk disclosuredocument can be accessed at the following web address: www.optionsclearing.com/about/publications/character-risks.Concentrated Equity Solutions (CES): CES managers are not involved in the selection of the underlying stockpositions. The Manager will advise only on the options selection in order to pursue the strategy in connectionwith the underlying stock position(s) deposited in the account. It is important to keep this in mind when evaluating the manager's performance since the account's performance will include the performance of theunderlying equity position that is not being managed. CES use options to seek to achieve your investmentobjectives regarding your concentration stock position. Options strategies change the potential return profile ofyour stock. In certain scenarios, such as call writing, the call position will limit your ability to participate in anypotential increase in the underlying equity position upon which the call was written. Therefore, in some marketconditions, particularly during periods of significant appreciation of the underlying equity position(s), the CESaccount will decrease the performance that would have been achieved had the stock been held long withoutimplementing the CES strategy.Options Overlay: In order to enroll in an Options Overlay Strategy, you will be required to specify a "Mandate"amount for the Strategy. The Mandate size will determine the market exposure in the strategy. Unlike otheradvisory strategies where your Program Fee is typically determined on the value of eligible assets in an account,billing for the MAC Options Overlay Strategy is based on the selected Mandate amount, which may besignificantly more that the account's asset value.The Mandate amount is a nominal figure which determines the number of option positions a client will have inhis or her account. The mandate amount, and in turn the number of options will determine the nominal, ormarket, exposure that a client has in the strategy. You may view the actual value of your Account in your UBSOnline Services Account and UBS Account Statements. While the actual value of assets in your account willfluctuate over time, your Mandate will be a fixed value established by you in your Manager's InvestmentManagement Agreement. You may increase or decrease the Mandate at any time by providing an updatedsigned copy of this agreement to your Financial Advisor provided that with the new mandate amount, theaccount remains in compliance with UBS policies. UBS FS may lower the Mandate at their discretion to ensurecompliance with UBS policies. If UBS lowers your Mandate, you will receive notice. This practice of billing on theMandate amount will result in higher compensation to UBS FS, your Financial Advisor, and the PortfolioManager than if the Program Fee was based on the value of eligible assets in your MAC Options OverlayStrategy account. Options Overlay accounts may have separate minimums, and are not eligible to be included inthe household when calculating assets for fee calculation purposes. As a result, the pricing of your other assetsmay be higher than if these assets were eligible to be included.There is no assurance that the performance of your advisory accounts will exceed the Program Fees and anymargin interest that might be incurred if the strategy is maintaining a debit. In evaluating the performancestatistics of your advisory accounts, you should consider that the interest expense incurred for margin loans willincrease the fees to be applied to your account and reduce the overall performance of your advisory accounts.As a result, the interest expense must be deducted from the overall returns in order to determine the actual netperformance of your accounts. You should note that the percentage return reported on your QuarterlyPerformance Report will NOT have been reduced by the amount of the interest expense paid and, accordingly,actual percentage return will be lower than the reported percentage return.Cash-settled index options do not relate to a particular number of shares. Rather, the underlying instrument ofan index option is usually the value of the underlying index of stocks times a multiplier, which is generally $100.Purchasing an index option does not give the investor the right to purchase or sell all of the stocks that arecontained in the underlying index. Because an index is simply an intangible, representative number, you mightview the purchase of an index option as buying a value that changes over time as market sentiment and pricesfluctuate. Selling options involves a high degree of risk and is not suitable for all investors. Suitabilityrequirements include financial sophistication and the ability to withstand losses.Portfolio: For purposes of this report "portfolio" is defined as all of the accounts presented on the cover page Report created on: June 01, 2026 Page 37 of 41
Disclosures Applicable to Accounts at UBS Financial Services Inc. (continued) or the header of this report and does not necessarily include all of the client's accounts held at UBS FS orelsewhere.Percentage: Portfolio (in the "% Portfolio / Total" column) includes all holdings held in the account(s) selectedwhen this report was generated. Broad asset class (in the "% broad asset class" column) includes all holdingsheld in that broad asset class in the account(s) selected when this report was generated.Tax lots: This report displays security tax lots as either one line item (i.e., lumped tax lots) or as separate tax lotlevel information. If you choose to display security tax lots as one line item, the total cost equals the total valueof all tax lots. The unit cost is an average of the total cost divided by the total number of shares. If the shareswere purchased in different lots, the unit price listed does not represent the actual cost paid for each lot. Theunrealized gain/loss value is calculated by combining the total value of all tax lots plus or minus the total marketvalue of the security.If you choose to display tax lot level information as separate line items on the Portfolio Holdings report, the taxlot information may include information from sources other than UBS FS. The Firm does not independently verifyor guarantee the accuracy or validity of any information provided by sources other than UBS FS. As a result thisinformation may not be accurate and is provided for informational purposes only. Clients should not rely on thisinformation in making purchase or sell decisions, for tax purposes or otherwise. See your monthly statement foradditional information.Pricing: All securities are priced using the closing price reported on the last business day preceding the date ofthis report. Every reasonable attempt has been made to accurately price securities; however, we make nowarranty with respect to any security's price. Please refer to the back of the first page of your UBS FS accountstatement for important information regarding the pricing used for certain types of securities, the sources ofpricing data and other qualifications concerning the pricing of securities. To determine the value of securities inyour account, we generally rely on third party quotation services. If a price is unavailable or believed to beunreliable, we may determine the price in good faith and may use other sources such as the last recordedtransaction. When securities are held at another custodian or if you hold illiquid or restricted securities for whichthere is no published price, we will generally rely on the value provided by the custodian or issuer of thatsecurity.Cash: Cash on deposit at UBS Bank USA is protected by the Federal Deposit Insurance Corporation (FDIC) up to$250,000 in principal and accrued interest per depositor for each ownership type. Deposits made in anindividual's own name, joint name, or individual retirement account are each held in a separate type ofownership. Such deposits are not guaranteed by UBS FS. More information is available upon request.Margin: The quantity value may indicate that all or part of this position is held on margin or held in the shortaccount. When an account holds a debit balance, this debit balance is incorporated into the account's totalmarket value and deducted from the total value. When calculating the percent of portfolio on each security, thepercentage will be impacted by the total market value of the account. Therefore, if the account's market value isreduced by a debit value of a holding the percent of portfolio will be greater and if the account's market value isincreased by a holding then the percent of portfolio will be less.Asset Allocation: Your allocation analysis is based on your current portfolio. The Asset Allocation portion ofthis report shows the mix of various investment classes in your account. An asset allocation that shows asignificantly higher percentage of equity investments may be more appropriate for an investor with a moreaggressive investment strategy and higher tolerance for risk. Similarly, the asset allocation of a more conservative investor may show a higher percentage of fixed income investments.Separately Managed Accounts and Pooled Investment Vehicles (such as mutual funds, closed end fundsand exchanged traded funds): The asset classification displayed is based on firm's proprietary methodology forclassifying assets. Please note that the asset classification assigned to rolled up strategies may include individualinvestments that provide exposure to other asset classes. For example, an International Developed Marketsstrategy may include exposure to Emerging Markets, and a US Large Cap strategy may include exposure to MidCap and Small Cap, etc.Mutual Fund Asset Allocation: If the option to unbundle balanced mutual funds is selected and if a fund'sholdings data is available, mutual funds will be classified by the asset class, subclass, and style breakdown oftheir underlying holdings. Where a mutual fund or ETF contains equity holdings from multiple equity sectors, thisreport will proportionately allocate the underlying holdings of the fund to those sectors measured as apercentage of the total fund's asset value as of the date shown.This information is supplied by Morningstar, Inc. on a daily basis to UBS FS based on data supplied by the fundwhich may not be current. Mutual funds change their portfolio holdings on a regular (often daily) basis.Accordingly, any analysis that includes mutual funds may not accurately reflect the current composition of thesefunds. If a fund's underlying holding data is not available, it will be classified based on its corresponding overallMorningstar classification. All data is as of the date indicated in the report.All pooled investment vehicles (such as mutual funds, closed end mutual funds, and exchange traded funds)incorporate internal management and operation expenses, which are reflected in the performance returns.Please see relevant fund prospectus for more information. Please note, performance for mutual funds is inclusiveof multiple share classes.Ineligible Assets: We require that you hold and purchase only eligible managed assets in your advisoryaccounts. Please contact your Financial Advisor for a list of the eligible assets in your program. These reports mayprovide performance information for eligible and ineligible assets in a fee-based program. Since ineligible assetsare not considered fee-based program assets, the inclusion of such securities will distort the actual performanceof your advisory assets. As a result, the performance reflected in this report can vary substantially from theindividual account performance reflected in the performance reports provided to you as part of those programs.For fee-based programs, fees are charged on the market value of eligible assets in the accounts and assessedquarterly in advance, prorated according to the number of calendar days in the billing period. Neither UBS noryour Financial Advisor will act as your investment adviser with respect to Ineligible Assets.Variable Annuity Asset Allocation: If the option to unbundle a variable annuity is selected and if a variableannuity's holdings data is available, variable annuities will be classified by the asset class, subclass, and stylebreakdown for their underlying holdings. Where a variable annuity contains equity holdings from multiple equitysectors, this report will proportionately allocate the underlying holdings of the variable annuity to those sectorsmeasured as a percentage of the total variable annuity's asset value as of the date shown.This information is supplied by Morningstar, Inc. on a weekly basis to UBS FS based on data supplied by thevariable annuity which may not be current. Portfolio holdings of variable annuities change on a regular (oftendaily) basis. Accordingly, any analysis that includes variable annuities may not accurately reflect the currentcomposition of these variable annuities. If a variable annuity's underlying holding data is not available, it willremain classified as an annuity. All data is as of the date indicated in the report.
Report created on: June 01, 2026 Page 38 of 41
Disclosures Applicable to Accounts at UBS Financial Services Inc. (continued) Equity Style: The Growth, Value and Core labels are determined by Morningstar. If an Equity Style isunclassified, it is due to non-availability of data required by Morningstar to assign it a particular style.Equity Capitalization: Market Capitalization is determined by Morningstar. Equity securities are classified asLarge Cap, Mid Cap or Small Cap by Morningstar. Unclassified securities are those for which no capitalization isavailable on Morningstar.Equity Sectors: The Equity sector analysis may include a variety of accounts, each with different investment andrisk parameters. As a result, the overweighting or underweighting in a particular sector or asset class should notbe viewed as an isolated factor in making investment/liquidation decisions; but should be assessed on anaccount by account basis to determine the overall impact on the account's portfolio.Classified Equity: Classified equities are defined as those equities for which the firm can confirm the specificindustry and sector of the underlying equity instrument.Estimated Annual Income: The Estimated Annual Income is for informational purposes only and is calculatedby the annualized per share dividends/interest paid, multiplied by the quantity of the shares held in the selectedaccount(s). For Expected Cash Flow and Portfolio Holdings reports prior to June 23, 2023, savings products &sweep funds do not display such calculations and instead, values are displayed as N/A. For all other reports,Estimated Annual Income for savings products & sweep funds is not calculated or factored into aggregatecalculations and will be displayed as 0.Current Yield: Current Yield is estimated for informational purposes only and may not reflect changes in price.It's calculated by dividing the total estimated annual income by the current market value displayed. Current yieldcalculations display the current yield of the investment solely as of the date of this report. For Portfolio Holdingsreport generated prior to June 23, 2023, savings products & sweep funds do not include such information andinstead, values are displayed as N/A. For all other reports, Current Yield for savings products & sweep funds isnot calculated or factored into aggregate calculations and will be displayed as 0.YTM (at Market): Yield to Maturity (at Market) is the expected return of an interest-bearing security from thereport date, assuming that it is held to maturity with all coupon payments paid. For displays at the tax lot level,the Yield to Maturity is calculated based on the cost basis of that specific tax lot. For position level displays(consisting of multiple tax lots), Yield to Maturity is derived by using the weighted average cost basis of all theunderlying tax lots.YTW (at Market): Yield to Worst (at Market) is the expected return of an interest-bearing security from thereport date, assuming that it is held to the next call date or until maturity (if no next call date) with all couponpayments paid. For displays at the tax lot level, the Yield to Worst is calculated based on the cost basis of thatspecific tax lot. For position level displays (consisting of multiple tax lots), Yield to Worst is derived by using theweighted average cost basis of all the underlying tax lots.Bond Rating: These ratings are obtained from independent industry sources and are not verified by UBS FS.Securities without rating information are left blank. Rating agencies may discontinue ratings on high yieldsecurities.NR: When NR is displayed under bond rating column, no ratings are currently available from that rating agency.High Yield: This report may designate a security as a high yield fixed income security even though one or more rating agencies rate the security as an investment grade security. Further, this report may incorporate a ratingthat is no longer current with the rating agency. For more information about the rating for any high yield fixedincome security, or to consider whether to hold or sell a high yield fixed income security, please contact yourfinancial advisor or representative and do not make any investment decision based on this report.Credit/Event Risk: Investments are subject to event risk and changes in credit quality of the issuer. Issuers canexperience economic situations that may have adverse effects on the market value of their securities.Interest Rate Risk: Bonds are subject to market value fluctuations as interest rates rise and fall. If sold prior tomaturity, the price received for an issue may be less than the original purchase price.Reinvestment Risk: Since most corporate issues pay interest semiannually, the coupon payments over the lifeof the bond can have a major impact on the bond's total return.Call Provisions: When evaluating the purchase of a corporate bond, one should be aware of any features thatmay allow the issuer to call the security. This is particularly important when considering an issue that is trading ata premium to its call price, since the return may be negatively impacted if the issue is redeemed. Should an issuebe called, investors may be faced with an earlier than anticipated reinvestment decision, and may be unable toreinvest their principal at equally favorable rates.Effective Maturity: Effective maturity is the expected redemption due to pre-refunding, puts, or maturity anddoes not reflect any sinking fund activity, optional or extraordinary calls. Securities without a maturity date areleft blank and typically include Preferred Securities, Mutual Funds and Fixed Income UITs.Yields: Yield to Maturity and Yield to Worst are calculated to the worst call.Accrued Interest: Interest that has accumulated between the most recent payment and the report date may bereflected in market values for interest bearing securities.Bond Averages: All averages are weighted averages calculated based on market value of the holding, notincluding accrued interest.Tax Status: "Taxable" includes all securities held in a taxable account that are subject to federal and/or state orlocal taxation. "Tax-exempt" includes all securities held in a taxable account that are exempt from federal, stateand local taxation. "Tax-deferred" includes all securities held in a tax-deferred account, regardless of the statusof the security.Bond sensitivity analysis: This analysis uses Modified Duration which approximates the percentage pricechange of a security for a given change in yield. The higher the modified duration of a security, the higher itsrisk. For callable securities, modified duration does not address the impact of changing interest rates on a bond'sexpected cash flow as a result of a call or prepayment.Amortization and Accretion: Prior to March 2008, amortization was calculated using the straight line methodfor tax exempt securities and was not calculated for taxable securities. Post March 2008, amortization iscalculated using the constant yield method. Prior to October 2008, accretion due to original issue discount wasnot calculated. Post October 2008, accretion due to original issue discount is calculated using the constant yieldmethod. Prior to January 2015, accretion due to market discount was calculated using the straight line method.Post January 2015, accretion due to market discount is calculated using the constant yield method. We assume Report created on: June 01, 2026 Page 39 of 41
Disclosures Applicable to Accounts at UBS Financial Services Inc. (continued) the securities are held to par and premiums are calculated to call date. Amortization and accretion values may beincorrect due to adjustments related to cost basis. You may hold additional fixed income securities that may notappear on this report. Please refer to your account statements for information regarding all of your holdings.Gain/Loss: The gain/loss information may include calculations based upon non-UBS FS cost basis information.The firm does not independently verify or guarantee the accuracy or validity of any information provided bysources other than UBS FS. In addition, for Schedule K-1 reported investments, such as alternative investmentfunds, please refer to your annual K-1 and 1099 tax forms. If this report contains positions with unavailable costbasis, the gain/(loss) for these positions are excluded in the calculation for the Gain/(Loss). As a result thesefigures may not be accurate and are provided for informational purposes only. Clients should not rely on thisinformation in making purchase or sell decisions, for tax purposes or otherwise. Rely only on year-end tax formswhen preparing your tax return. See your monthly statement for additional information.Estimated Value (Continuous Funds): Estimated Value is based on the latest valuation received from the fundcompany and includes post valuation reinvested dividends. This is not a Market Value.Estimated Value (Drawdown Funds): Estimated Value is based on the latest valuation received from the fundcompany and includes post valuation contributions less post valuation distributions. This is not a Market Value.Accounts Included in this Report: The account listing may or may not include all of your accounts with UBSFS. The accounts included in this report are listed under the "Accounts included in this review" shown on thefirst page or listed at the top of each page. If the account is a donor advised fund account, the assets in thoseaccounts are owned by the Sponsoring Charitable Organization, and not the donor. You and your financialadvisor have procured the appropriate authorization to view the assets in the donor advised fund account. If anaccount number begins with "@" this denotes assets or liabilities held at other financial institutions. Informationabout these assets, including valuation, account type and cost basis, is based on the information you provided tous, or provided to us by third party data aggregators or custodians at your direction. We have not verified, andare not responsible for, the accuracy or completeness of this information.Account name(s) displayed in this report and labels used for groupings of accounts can be customizable"nicknames" chosen by you to assist you with your recordkeeping or may have been included by your financialadvisor for reference purposes only. The names used have no legal effect, are not intended to reflect anystrategy, product, recommendation, investment objective or risk profile associated with your accounts or anygroup of accounts, and are not a promise or guarantee that wealth, or any financial results, can or will beachieved. All investments involve the risk of loss, including the risk of loss of the entire investment.For more information about account or group names, or to make changes, contact your Financial Advisor.Account changes: At UBS, we are committed to helping you work toward your financial goals. So that we maycontinue providing you with financial advice that is consistent with your investment objectives, please considerthe following two questions:1) Have there been any changes to your financial situation or investment objectives?2) Would you like to implement or modify any restrictions regarding the management of your account?If the answer to either question is "yes," it is important that you contact your Financial Advisor as soon aspossible to discuss these changes. For MAC advisory accounts, please contact your investment manager directlyif you would like to impose or change any investment restrictions on your account.
ADV disclosure: A complimentary copy of our current Form ADV Disclosure Brochure that describes theadvisory program and related fees is available through your Financial Advisor. Please contact your FinancialAdvisor if you have any questions.Important information for former Piper Jaffray and McDonald Investments clients: As anaccommodation to former Piper Jaffray and McDonald Investments clients, these reports include performancehistory for their Piper Jaffray accounts prior to August 12, 2006 and McDonald Investments accounts prior toFebruary 9, 2007, the date the respective accounts were converted to UBS FS. UBS FS has not independentlyverified this information nor do we make any representations or warranties as to the accuracy or completenessof that information and will not be liable to you if any such information is unavailable, delayed or inaccurate.For insurance, annuities, and 529 Plans, UBS FS relies on information obtained from third party services itbelieves to be reliable. UBS FS does not independently verify or guarantee the accuracy or validity of anyinformation provided by third parties. Information for insurance, annuities, and 529 Plans that has been providedby a third party service may not reflect the quantity and market value as of the previous business day. Whenavailable, an "as of" date is included in the description.Investors outside the U.S. are subject to securities and tax regulations within their applicable jurisdiction that arenot addressed in this report. Nothing in this report shall be construed to be a solicitation to buy or offer to sellany security, product or service to any non-U.S. investor, nor shall any such security, product or service besolicited, offered or sold in any jurisdiction where such activity would be contrary to the securities laws or otherlocal laws and regulations or would subject UBS to any registration requirement within such jurisdiction.Performance History prior to the account's inception at UBS Financial Services, Inc. may have been included inthis report and is based on data provided by third party sources. UBS Financial Services Inc. has notindependently verified this information nor does UBS Financial Services Inc. guarantee the accuracy or validity ofthe information.Important information about brokerage and advisory services. As a firm providing wealth managementservices to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SECregistered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer.Investment advisory services and brokerage services are separate and distinct, differ in material ways and aregoverned by different laws and separate arrangements. It is important that clients understand the ways in whichwe conduct business, that they carefully read the agreements and disclosures that we provide to them about theproducts or services we offer. For more information, please review client relationship summary provided at ubs.com/relationshipsummary. UBS Financial Services account protectionThe Firm is a member of the Securities Investor Protection Corporation (SIPC), which protects securitiescustomers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochureavailable upon request or at www.sipc.org. The SIPC asset protection limits apply to all accounts that you hold ina particular capacity.The Firm, together with certain affiliates, has also purchased supplemental insurance. The maximum amountpayable to all eligible clients, collectively under this protection is $500 million as of December 10, 2019. Subjectto the policy conditions and limitations, cash at the Firm is further protected for up to $1.9 million in theaggregate for all your accounts held in a particular capacity. A full copy of the policy wording is available uponrequest.
Report created on: June 01, 2026 Page 40 of 41
Disclosures Applicable to Accounts at UBS Financial Services Inc. (continued) Neither the SIPC protection nor the supplemental protection apply to:
• Certain financial assets controlled by (and included in your account value) but held away from UBS Financial Services. For example certain (i) insurance products, including variable annuities,and (ii) shares of mutual funds registered in the name of the account holder on the books ofthe issuer or transfer agent); • Investment contracts or investment interests (e.g., limited partnerships and private placements) that are not registered under the Securities Act of 1933; • Commodities contracts (e.g., foreign exchange and precious metal contracts), including futures contracts and commodity option contracts;
• Securities on loan to UBS Financial Services; and• Deposit accounts (except certificates of deposit) at UBS Bank USA, UBS AG U.S. branches and banks in the FDIC Insured Deposit Program.
The SIPC protection and the supplemental protection do not apply to these assets even if they otherwise appearon your statements. The SIPC protection and the supplemental protection do not protect against changes in themarket value of your investments (whether as a result of market movement, issuer bankruptcy or otherwise).Non-UBS Assets and Liabilities: This report is not intended to provide you with consolidated information orreporting regarding your holdings at other firms. However, at your request, this report may include informationregarding assets that you hold at other financial institutions so that you may review your asset allocation and/orinvestment strategy in the context of your overall holdings. You should review and maintain the originaldocuments for these assets, such as the statements for individual accounts held away from UBS. Thosedocuments may contain notices, disclosures and other information important to you, and may also serve as areference should questions arise regarding the accuracy of that information as presented in this report.The information presented for accounts held at other financial institutions has been provided to UBS at yourdirection through your agreement with an Outside Asset Data Aggregation Service. These accounts have beenadded to this report at your request and are automatically updated to reflect the most recent data received fromthe custodian. Information may have also been provided based on documents and valuation you provided toyour Financial Advisor. These accounts have been added to this report at your request and may not reflect thecurrent valuation.If an account number begins with "@" this denotes assets or liabilities held at other financial institutions.Information about these assets, including valuation, account type and cost basis, is based on the information youprovided to us, or provided to us by third party data aggregators or custodians at your direction. We have notverified, and are not responsible for, the accuracy or completeness of this information.If the information you or your custodians provided to us is not current, inclusion of these assets will impact theaccuracy of the current asset allocation and other analysis presented. We do not provide purchase, sale or holdrecommendations or advice with respect to your assets at other firms and do not assume responsibility foractivity you conduct at other financial institutions.UBS’s SIPC coverage applies to assets held at UBS. If you maintain assets at other firms that may be SIPCmembers, you should contact their financial representative or the other entity or refer to the other entitysstatement regarding SIPC membership. Your UBS Financial Services Inc. account statements are the only official record of your UBS holdings and account and are not replaced, amended or superseded by any of theinformation presented in this report.Assets that you hold at other financial institutions are priced using the closing price reported on the last businessday preceding the date of this report. Every reasonable attempt has been made to accurately price securities;however, we make no warranty with respect to any security’s price. To determine the value of securities in youraccount, we generally rely on third party quotation services. If a price is unavailable or believed to be unreliable,we may determine the price in good faith and may use other sources such as the last recorded transaction.When securities are held at another custodian or if you hold illiquid or restricted securities for which there is nopublished price, we will generally rely on the value provided by the custodian or issuer of that security.The value of assets held at other financial institutions is based on the "Last Refresh Date" displayed. Up todate valuation and information can be obtained directly from the custodian of your assets. The accountstatements you receive from your third party custodian regarding the assets you hold with them are the officialrecord of your holdings and accounts and are not impacted or superseded by the information in this report.Account balances and security pricing will always display in U.S. Dollars even if assets in your Outside Accountsare denominated in other currencies. UBS will convert any values received in the Outside Account Information toU.S. Dollars using foreign exchange rates from UBS as of the previous business.
Report created on: June 01, 2026 Page 41 of 41
STAFF REPORT
TO: Mayor and Council Members DATE: June 23, 2026
FROM: Library DISTRICT(S): Citywide
SUBJECT: Update to Subscription License Agreement with Innovative Interfaces for Integrated Library System Technologies
RECOMMENDATION
That the City Council:
1. Approve the proposed amendment to the Subscription License Agreement between Innovative Interfaces, Inc. and the City of Glendora for the implementation of Vega Discover, Vega Interact, and Vega Mobile services; and
2. Authorize the City Manager, or designee, to execute the amendment and any related documents necessary to implement the services.
STRATEGIC FOCUS AREAS
Not Applicable
EXECUTIVE SUMMARY
The Library utilizes integrated technology and management systems provided by Innovative Interfaces, Inc. to support customer account management, circulation services, online catalog access, reporting, and other core library functions. Since the City Council approved the current agreement in 2022, several developments have created a need to modernize the Library’s customer-facing technology and communication tools.
First, new Department of Justice regulations require state and local government websites and mobile applications to meet enhanced accessibility standards by April 2027. Second, wireless carriers have begun phasing out emailto-SMS messaging, which currently supports portions of the Library’s patron notification process. Finally, Innovative Interfaces, Inc. has introduced a mobile application that was not available when the Library acquired its current mobile app service. This application provides customers with mobile access to library services while improving integration with existing Library systems and reducing reliance on separate technology providers.
To meet these compliance requirements and implement necessary upgrades, staff recommends amending the existing agreement with Innovative Interfaces, Inc. to add components of the Vega Library Experience platform, including:
Vega Discover – An ADA-compliant online catalog interface that improves the customer search and browsing experience;
Vega Interact – A notification platform that provides direct SMS messaging integrated with the Library’s Integrated Library System (ILS); and
Vega Mobile – A mobile application that integrates with the Library’s existing systems, providing customers with convenient access to their accounts, digital library cards, and electronic resources through a unified platform and replacing the need for a separate mobile app provider.
Approval of the proposed amendment will position the Library to meet upcoming accessibility requirements, maintain reliable patron communications, and enhance customer access to library services through modern, integrated technology.
LEGISLATIVE HISTORY / PREVIOUS ACTIONS
At its April 26, 2022 meeting, the City Council took the following actions:
Approved the Master Professional Services Agreement with Innovative Interfaces Incorporated for migration of existing Polaris infrastructure to Polaris Cloud, and cloud-hosting services and a five-year Perpetual License Agreement and Subscription License agreement for an amount not to exceed $155,000 ($31,00 annually);
Authorized an additional one (1) year term renewed for licensing agreements; and Authorized the City Manager or his designee to execute the agreements including minimal and/or nonsubstantive changes.
At its June 9, 2026 meeting, the City Council adopted the Fiscal Year 2026-2027 budget through a Joint Resolution.
The approved budget included funding to add the Vega Discover, Vega Interact, and Vega Mobile components to the Library’s existing agreement with Innovative Interfaces, Inc.
DISCUSSION
The Library’s current technology environment must be updated to address new ADA accessibility requirements, changes in patron notification methods, and opportunities to streamline operations through greater integration with the Library’s existing technologies. The proposed amendment adds three components of the Vega Library Experience platform that directly address these needs while leveraging the Library’s existing relationship with Innovative Interfaces, Inc.
Vega Discover will provide an enhanced online catalog experience that meets ADA accessibility standards and improves the usability of the Library’s digital services. Vega Interact will modernize patron communications by providing direct text message notifications integrated with the Library’s Integrated Library System, replacing the Library’s current email-to-SMS notification process. Vega Mobile will provide customers with a mobile application that integrates with the Library’s existing technologies, enabling account management, digital library card access, and convenient access to library resources and services through a single platform.
In addition to improving the customer experience, consolidating these services under the Library’s existing technology provider will simplify administration, improve system integration, and reduce the need for separate thirdparty solutions.
FISCAL IMPACT
The proposed order form totals $63,486.49. Of this amount, $42,019.77 represents the estimated annual cost of services the Library currently utilizes, including Polaris (the Integrated Library System for customer account and materials management), Syndetics Unbound (online catalog enhancements), and eContent integration (integration of electronic resources into the online catalog). These costs would have been incurred regardless of the proposed amendment.
The remaining $21,466.72 reflects the one-time implementation costs and first-year recurring costs associated with the addition of Vega Discover, Vega Interact, and Vega Mobile in Fiscal Year 2026–27. Funding for these services was included in the Library’s Fiscal Year 2026–27 budget request and approved by the City Council on June 9, 2026.
Beginning in Fiscal Year 2027–28, the annual recurring cost for these services will be approximately $13,300, subject to annual increases of up to 5 percent. This cost will be partially offset by the elimination of the Library’s current mobile app service, resulting in estimated annual savings of $4,892.64.
ENVIRONMENTAL DETERMINATION
There are no CEQA impacts associated with the recommendations in this report.
Prepared By: Donna Dukes, Interim Library Director
Concurs With: Not Applicable
Reviewed By: Donna Dukes, Interim Library Director
Certified to Availability of Funds: Kyle Johnson, Finance Director/City Treasurer Approved By: Adam Raymond, City Manager
Legal Review: Danny Aleshire, City Attorney
CEQA Review: Not Applicable
Attachments
A_Innovative_Interfaces_Subscription_License_Agreement.pdf B_Innovative_Interfaces_Amended_Order_Form.pdf