Title
Review of Investment Performance and Asset Allocation
Body
Mr. Snyder explained that the main purpose of this Board is to review the investment performance and asset allocations. He stated that in the 1st Quarter of 2025 the Trust Fund was up +0.36% over the past year with a balance as of March 31, 2025 of $3.3 Million.
He stated that the Trust is set up for quarterly re-balancing to maintain its investment mix and as of March 31, 2025 the Trust fund sits with a 55/45 stock-to-bond mix. It was agreed to maintain the same allocation mix.