Consider/Approve Annual Review of Qualified Brokers Presenter: Larry Guerra Description: Investment of District Funds Background: Board Policy CDA and the Public Investment Act of Texas Government Code require the Board of Trustees to adopt annually qualified brokers and dealers authorized to engage in investment transactions with the district. Recommendation : It is the recommendation of the Supe

Staff Report & Agenda Item Details

6.I. Consider/Approve Annual Review of Qualified Brokers Presenter: Larry Guerra Description: Investment of District Funds Background: Board Policy CDA and the Public Investment Act of Texas Government Code require the Board of Trustees to adopt annually qualified brokers and dealers authorized to engage in investment transactions with the district. Recommendation : It is the recommendation of the Superintendent that the Board of Trustees approve the following brokers/dealers as presented. Attachments: ( 1 ) Action Sheet - Annual Review of Qualified Brokers 6/15/2026 at 5:32 PM

This motion is scored as RESTRAINS_GOVERNMENT (Impact Weight: 2.3/10). Under the Bastiat Liberty Watchdog Index, voting YES on measures that cap or reduce ad valorem tax burdens, expand taxpayer exemptions, retire debt early, enforce competitive bidding caps, or remove regulatory/zoning barriers to private property rights earns a positive Pro-Liberty score.