CONTRACTDISCUSSED

Sohns Bequest Assets Transferred from Edward Jones Account

Shorewood School District logoShorewood School District
Document date
Oct 27, 2026

The 30-second brief

What it covers

Shorewood School District reported that Sohns bequest assets were transferred from a temporary Edward Jones account. The account had been established to receive the bequest funds before their transfer to the District's regular bank.

Who holds it

Edward Jones holds this financial services contract with Shorewood School District. Its other public contracts on record include work for City of Volga and Town of Lingle.

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Contract details

Contract type
Financial Services
Document date
October 27, 2026
Source document
Shorewood School District StaffReport Monthly Financial Reports 2026-10-27 (StaffReport)

Edward Jones's other public contracts

More Shorewood School District contracts

Questions about this contract

Who was awarded the financial services contract by Shorewood School District?

Edward Jones was awarded this financial services contract by Shorewood School District, as recorded on October 27, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Shorewood School District StaffReport Monthly Financial Reports 2026-10-27 (StaffReport), dated October 27, 2026 from Shorewood School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Edward Jones hold?

Edward Jones 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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