Box 7.4 (original)

This folder contains the history of pooled investments, starting from the inception in 2003 and leading up to the creation of the Servants of Mary Pooled Investment Trust in January 2010.

This folder contains the Trust Instrument establishing the Pooled Investment Trust of the Servants of Mary, Inc., dated August 27, 2010.

This folder contains the minutes of the Pooled Investments Trust Committee from 2005 to 2010, documenting the committee's discussions, decisions, and activities related to pooled investment funds during this period.

This folder contains the minutes of the Pooled Investments Trust Board meetings from the year 2010 onward.

This folder contains the Pooled Investments Trust Investment Policy Statements, starting from the year 2006.

This folder contains the letter dated February 21, 2022, addressed to Baird Consultants regarding the decision to terminate their services for the Pooled Investment Trust.