13. • INDIVIDUAL AGENDA ITEMSSan Antonio River Authority (Bexar County)

Presentation, Discussion and Appropriate Action Regarding the Approval of Fiscal Year 2025-2026 Second Quarter Investment Report

Presented in: San Antonio River Authority - Regular Meeting of the Board of Directors on 2026-05-20

Official Roll-Call Vote

Restrains Gov't • 2.3/10 Impact Weight

PASSED (11 - 0)

“Motion: Approve, moved by Jerry G. Gonzales, seconded by H.B. Ruckman III on Presentation, Discussion and Appropriate Action Regarding the Approval of Fiscal Year 2025-2026 Second Quarter Investment Report”

Michael Lackey

Director, Bexar County (At-Large) Place 1 (Bexar County (At-Large) Place 1)

YES

Jim Campbell

Director, Bexar County (At-Large) Place 2 (Bexar County (At-Large) Place 2)

YES

Dominic Carvajal

Director, Bexar County District 1 (Bexar County District 1)

YES

Derek Gaudlitz

Director, Bexar County District 2 (Bexar County District 2)

YES

Wilfred Korth, Jr.

Director, Bexar County District 3 (Bexar County District 3)

YES

John Yochem, Jr.

Director, Bexar County District 4 (Bexar County District 4)

YES

Gaylon Oehlke

Director, Wilson County Place 1 (Wilson County Place 1)

YES

Liza Barratachea

Director, Wilson County Place 2 (Wilson County Place 2)

YES

Lourdes Galvan

Director, Karnes County Place 1 (Karnes County Place 1)

YES

Jerry Gonzales

Director, Karnes County Place 2 (Karnes County Place 2)

YES

H.B. Ruckman, III

Director, Goliad County Place 2 (Goliad County Place 2)

YES

Staff Report & Agenda Item Details

The attached report for the second quarter of fiscal year (FY) 2025-2026 is provided by the investment services firm under contract with the San Antonio River Authority (River Authority). The investment portfolio market value and securities are presented for the current and previous quarters. The River Authority currently possesses various investment types and terms of maturities across the portfolio in compliance with the investment policy. Staff will deliver a presentation on performance, economic conditions, and other updates related to the management of the investment portfolio.

Bastiat Liberty & Property Rights Analysis

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.