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CFO reviews Calhoun ISD quarterly investment report for period ended May 31, 2025

5830133 · August 4, 2025

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Summary

Chief Financial Officer Robin Martinez reviewed the district’s quarterly investment report from Valley View Consulting, LLC for the quarter ended May 31, 2025; the item was presented as information, with no Board action recorded.

Chief Financial Officer Robin Martinez reviewed the Calhoun County ISD Quarterly Investment Report, prepared by Valley View Consulting, LLC, for the period ended May 31, 2025. The report was presented as an information item; trustees did not take formal action on the report at the Aug. 4 special meeting.

The minutes record Martinez reviewing the investment report and do not include questions from trustees or details of the report’s holdings, yields or risk profile in the public minutes. The minutes indicate the report was provided by Valley View Consulting, LLC and was included in the meeting packet for Board review.

Because the item was informational, no motions or votes were recorded. District administrators may follow up with further reports or action items if recommended by the CFO or external consultant.