Investment Report

2025-26 School Year • For the Month Ended

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Total Portfolio Value
$75,923,885
General Operating Funds
$73,231,916
2021B GO Building Bonds
$967,342
2024A Facilities Maintenance
$1,724,626

Investment Detail by Fund

Type of Investment Investment Description Purchase Date Maturity Date Market Value Yield

Portfolio Allocation

Notes:

  1. All investments are in compliance with Minnesota Statutes and the District's Investment Policy.
  2. Money Market funds are available for immediate liquidity needs (NOW = Available Now).
  3. Investment yields shown are the rates at time of purchase and may not reflect current market rates.
PREPARED BY: MERT WOODARD