CONTRACTONGOING

EdwardJones Managing Tricentennial Trust Portfolio

Document date: Jun 30, 2025

What it covers

The Class of 1976 Tricentennial Trust is currently invested in a balanced growth portfolio managed by EdwardJones, with an account balance of $22,243.10 as of June 30, 2025. The trust is earning a reported annualized return of 8.02%.

Who holds it

EDWARDJONES holds this financial services contract with North Kansas City 74 School District. Its other public contracts on record include work for Town of Tunbridge and Big Springs village.

What happens next

Term as filed: As of at least May 31, 2024 through June 30, 2025 (and ongoing).

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Contract details

Contract type: Financial Services
Document date: June 30, 2025
Term: As of at least May 31, 2024 through June 30, 2025 (and ongoing)
Vendor: EDWARDJONES
Agency: North Kansas City 74 School District
Source document: North Kansas City High School Class of 1976 Tricentennial Trust Report 2025-06-30 (Report)

EDWARDJONES's other public contracts

Town of Tunbridge, VermontTrustees Shift 10% of Funds Into 1-Year CDs · Jun 3, 2026Undisclosed Town of Tunbridge, VermontEdwardJones Continues Managing Tunbridge Public Funds · Jun 3, 2026Undisclosed Big Springs village, NebraskaSecond EdwardJones Investment Services Payment Approved · Jan 6, 2026$175 Big Springs village, NebraskaVillage Pays EdwardJones for Retirement Services · Dec 2, 2025$175 Town of Volga, South DakotaVolga Discusses EdwardJones Fire Retirement Investment Model · Sep 2, 2025Undisclosed All EDWARDJONES contractsVendor profile

More North Kansas City 74 School District contracts

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Questions about this contract

Who was awarded the financial services contract by North Kansas City 74 School District?

EDWARDJONES was awarded this financial services contract by North Kansas City 74 School District, as recorded on June 30, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in North Kansas City High School Class of 1976 Tricentennial Trust Report 2025-06-30 (Report), dated June 30, 2025 from North Kansas City 74 School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does EDWARDJONES hold?

EDWARDJONES may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is North Kansas City 74 School District currently buying?

Explore North Kansas City 74 School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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