Consider/Approve Annual Review of Investment Policy & Strategy 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 review annually the investment policy and strategy as adopted by the Board and approve any changes. Recommendation : It is the recommendation of the Super

Staff Report & Agenda Item Details

6.G. Consider/Approve Annual Review of Investment Policy & Strategy 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 review annually the investment policy and strategy as adopted by the Board and approve any changes. Recommendation : It is the recommendation of the Superintendent that the Board of Trustees approve the annual investment policy/strategy and resolution as presented. Attachments: ( 1 ) Action Sheet - Annual Review of Investment Policy & Strategy 6/15/2026 at 5:38 PM

This motion is scored as EXPANDS_GOVERNMENT (Impact Weight: 2.9/10). 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).