7 • Action ItemsLAKE TRAVIS ISD (Travis County)

Presentation and Discussion of the 2025-2026 Annual Investment Report and the Proposed Investment Strategy for 2026-2027 Attachments: ( 4 ) 5A - Agenda Item Action Sheet-2025-2026 Annual Investment Report and Proposed Investment Strategy for 2026-2027 9/10/2026 at 4:23 PM 2025-2026 Annual Investment Report 9/10/2026 at 4:26 PM Investment Strategy 2026-2027 9/10/2026 at 4:26 PM 5A - 2025-2026 Annua

Presented in: LAKE TRAVIS ISD Board of Trustees Regular Meeting on 2026-09-16

Official Roll-Call Vote

Expands Gov't • 2.3/10 Impact Weight

PASSED (7 - 0)

“Action on Presentation and Discussion of the 2025-2026 Annual Investment Report and the Proposed Investment Strategy for 2026-2027 Attachments: ( 4 ) 5A - Agenda Item Action Sheet-2025-2026 Annual Investment Re”

Phillip Davis

Trustee, Place 5 (Place 5)

YES

Kim Flasch

Trustee, Place 6 (Place 6)

YES

Lauren White

Trustee, Place 7 (Place 7)

YES

Erin Archer

Trustee, Place 1 (Place 1)

YES

Robert Aird

Trustee, Place 2 (Place 2)

YES

Keely Cano

Trustee, Place 3 (Place 3)

YES

John Aoueille

Trustee, Place 4 (Place 4)

YES

Staff Report & Agenda Item Details

Presentation and Discussion of the 2025-2026 Annual Investment Report and the Proposed Investment Strategy for 2026-2027 Attachments: ( 4 ) 5A - Agenda Item Action Sheet-2025-2026 Annual Investment Report and Proposed Investment Strategy for 2026-2027 9/10/2026 at 4:23 PM 2025-2026 Annual Investment Report 9/10/2026 at 4:26 PM Investment Strategy 2026-2027 9/10/2026 at 4:26 PM 5A - 2025-2026 Annual Investment Report and Investment Strategy for 2026-2027 9/15/2026 at 4:17 PM

Bastiat Liberty & Property Rights Analysis

This motion is scored as EXPANDS_GOVERNMENT (Impact Weight: 2.3/10). 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).