IX.D • Action ItemsSPLENDORA ISD (Montgomery County)

Approve Resolution 2026-07 Regarding Annual Review of Investment Policy and Investment Strategies. Attachments: ( 4 ) Agenda - Annual Review of Investment Policy - AIF 9/14/2026 at 3:46 PM Backup - Annual Review of Investment Policy - Resolution 2026-07 9/14/2026 at 4:06 PM Backup - Annual Review of Investment Policy - Board Policy CDA(LEGAL) 9/14/2026 at 4:06 PM Backup - Annual Review of Investme

Presented in: SPLENDORA ISD Board of Trustees Regular Meeting on 2026-09-21

Official Roll-Call Vote

Expands Gov't • 2.1/10 Impact Weight

PASSED (7 - 0)

“Action on Approve Resolution 2026-07 Regarding Annual Review of Investment Policy and Investment Strategies. Attachments: ( 4 ) Agenda - Annual Review of Investment Policy - AIF 9/14/2026 at 3:46 PM Backup - An”

Brandon Fry

Trustee, Place 5 (Place 5)

YES

Jason Sessum

Trustee, Place 6 (Place 6)

YES

Jennifer Stewart

Trustee, Place 7 (Place 7)

YES

Allen Wells

Trustee, Place 1 (Place 1)

YES

Dan Muirhead

Trustee, Place 2 (Place 2)

YES

Kim Klepcyk

Trustee, Place 3 (Place 3)

YES

Barry Welch

Trustee, Place 4 (Place 4)

YES

Staff Report & Agenda Item Details

IX.D. Approve Resolution 2026-07 Regarding Annual Review of Investment Policy and Investment Strategies. Attachments: ( 4 ) Agenda - Annual Review of Investment Policy - AIF 9/14/2026 at 3:46 PM Backup - Annual Review of Investment Policy - Resolution 2026-07 9/14/2026 at 4:06 PM Backup - Annual Review of Investment Policy - Board Policy CDA(LEGAL) 9/14/2026 at 4:06 PM Backup - Annual Review of Investment Policy - Board Policy CDA(LOCAL) 9/14/2026 at 4:06 PM

Bastiat Liberty & Property Rights Analysis

This motion is scored as EXPANDS_GOVERNMENT (Impact Weight: 2.1/10). Under the Bastiat Liberty Watchdog Index, measures that increase tax rates or fee schedules, issue new debt or Certificates of Obligation, expand regulatory/zoning restrictions on private land use, or authorize unbudgeted spending expansions reduce an official's Freedom Score when voted YES (and reward dissenting NO votes).