Sifma Foundation For Investor Education Fie Inc

SEE SCHEDULE O

SEE SCHEDULE OTHE STOCK MARKET GAME (TM)THE SIFMA FOUNDATION'S FLAGSHIP INITIATIVE, THE STOCK MARKET GAME (TM), IS A CURRICULUM BASED FINANCIAL EDUCATION PROGRAM THAT VIRTUALLY SIMULATES GLOBAL CAPITAL MARKETS TO ENGAGE YOUTH IN THE WORLD OF ECONOMICS, INVESTING AND PERSONAL FINANCE, AND PREPARES THEM FOR FINANCIALLY INDEPENDENT FUTURES. MORE THAN 600,000 YOUTH TAKE PART EVERY YEAR ACROSS ALL 50 STATES. THE STOCK MARKET GAME HAS REACHED MORE THAN 23 MILLION SINCE ITS INCEPTION IN 1977.INVESTWRITE (R)THE SIFMA FOUNDATION'S INVESTWRITE (R) NATIONAL ESSAY COMPETITION EXTENDS WHAT YOUTH LEARN IN THE STOCK MARKET GAME BY CHALLENGING THEM TO CONSIDER A LONG-TERM INVESTMENT SCENARIO AND PROPOSE ANALYST-STYLE PORTFOLIO RECOMMENDATIONS. PARTICIPANTS USE RESEARCH, CRITICAL THINKING, AND WRITING SKILLS TO ADDRESS REAL WORLD FINANCIAL ISSUES AND CURRENT EVENTS. A NEW THEME AND QUESTION ARE POSED EACH SEMESTER. SINCE THE PROGRAM BEGAN IN 2004, MORE THAN 260,000 ESSAYS HAVE BEEN WRITTEN IN CLASSROOMS ACROSS THE COUNTRY AND ALMOST 50,000 FINANCIAL PROFESSIONALS HAVE VOLUNTEERED TO SERVE AS JUDGES IN THE WRITING COMPETITION.CAPITOL HILL CHALLENGE (TM)THE SIFMA FOUNDATION'S ANNUAL CAPITOL HILL CHALLENGE (TM) (CHC), PRESENTED BY THE CHARLES SCHWAB FOUNDATION, IS A NATIONAL FINANCIAL EDUCATION COMPETITION FOR UNDERSERVED JUNIOR HIGH AND HIGH SCHOOLS THAT REACHES ALL 50 US STATES AND THEIR MEMBERS OF CONGRESS IN EVERY US CONGRESSIONAL DISTRICT. CHC ENHANCES PARTICIPANTS' FINANCIAL AND CIVICS EDUCATION THROUGH MATCHING MEMBERS OF CONGRESS WITH STUDENTS, TEACHERS, AND SCHOOLS COMPETING IN THE STOCK MARKET GAME (TM) IN THEIR RESPECTIVE DISTRICT OR STATE. STUDENT TEAMS MANAGE A HYPOTHETICAL $100,000 ONLINE PORTFOLIO AND INVEST IN REAL STOCKS, BONDS, AND MUTUAL FUNDS. SINCE ITS INCEPTION IN 2004, CHC HAS MADE ALMOST 7,500 MATCHES OF U.S. REPRESENTATIVES AND SENATORS WITH SCHOOLS, ENCOMPASSING MORE THAN 170,000 STUDENTS ACROSS THE COUNTRY.INVEST IT FORWARD (R)INVEST IT FORWARD (R) IS AN AWARD-WINNING INDUSTRY-WIDE FINANCIAL EDUCATION AND CAPITAL MARKETS LITERACY CAMPAIGN CONVENING HUNDREDS OF FINANCIAL FIRMS TO FOSTER CAREER EXPLORATION AND INDUSTRY PARTNERSHIPS FOR YOUTH AND EDUCATORS. VOLUNTEERS FROM THE PRIVATE SECTOR PARTNER WITH SCHOOLS TO EXPOSE YOUTH TO NEW CAREER PATHWAYS AND DEEPEN THEIR UNDERSTANDING OF THE FINANCIAL SECTOR AND OPPORTUNITIES. INVEST IT FORWARD IS DESIGNED TO HELP YOUNG PEOPLE UNDERSTAND HOW TO HARNESS THE CAPITAL MARKETS FOR THEIR OWN BENEFIT AND OPEN UP NEW OPPORTUNITIES FOR THEIR FUTURES.