Investment Advisory Group Meeting July 10 2025, 9:00am

Posted Tuesday, June 24, 2025
— MeetingsNotices

Investment Advisory Group Meeting July 10 2025, 9:00am

Zoom Meeting

us02web.zoom.us/j/83380289679 Meeting ID: 833 8028 9679

Passcode: 562334

Phone: 646 558 8656

Agenda

  1. Call to Order
  2. Approval of Minutes from Last Meeting
  • Discussion
    1. Endowment Fund investment performance
    2. FY26 annual contribution to Village and Town

FY25 Village $12,000 FY25 Town $87,500

  1. Potential changes to current investments
    • Index Funds currently invested in

VFTAX Vanguard FTSE Social Index Fund Admiral Shares VSIGX Vanguard Intermediate Term Treasury Index Admiral

  • Ratios

Current is 75:25

  1. Contribution to Audit Fee
  1. Other Business
  2. Next Meeting
  3. Adjournment
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