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)

YES

Jason Sessum

Trustee (Place 6)

YES

Jennifer Stewart

Trustee (Place 7)

YES

Allen Wells

Trustee (Place 1)

YES

Dan Muirhead

Trustee (Place 2)

YES

Kim Klepcyk

Trustee (Place 3)

YES

Barry Welch

Trustee (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).