Trustees Review TD Wealth Management Investment Report
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Description
The Trustees of the Trust Funds reviewed an investment dashboard report provided by TD Wealth Management covering performance through February 28, 2026. No changes to the existing investment management relationship were made.
Contract Details
Vendor
TD WEALTH MANAGEMENT
Agency
Portsmouth School District, NH
Contract Type
FINANCIAL_SERVICES
Document Date
March 18, 2026
Contract Term
Month ending February 28, 2026 (investment report period)
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