Archived company examples: Amazon, Nvidia, Coca-Cola, Chevron, Visa, Caterpillar, Verizon, Johnson & Johnson, and Sherwin-Williams.

The supplied handoff lists nine companies, while an archived lesson describes a ten-company exercise. No tenth holding or allocation has been assumed. These are historical classroom examples, not current recommendations or reported returns.

The final current parent packet and account provider are awaiting confirmation. Account opening is unavailable until the provider, account type, parent materials, and oversight arrangements are confirmed. Meanwhile, explore the classroom lessons or portfolio lab together.

Expected components include permission, a custodial-account explainer, platform instructions, a risk explainer, an index-fund education sheet, a student questionnaire, and signature pages.

No mandatory funding is part of the proposed program. Families may choose the educational activities without the real-account layer. Historical donor seed-funding ideas are not a current funding commitment.

The program concept involves an adult managing an account for a student. The exact account type and its ownership, control, tax, and financial-aid implications must be explained in the provider’s current materials before a family decides. Historical references to UGMA and possible brokerages do not establish today’s selection.

This hub collects no student names, financial balances, account credentials, or submitted assessments. Reflections and quizzes stay in the current page unless you download a reflection. There is no saved student dashboard.

Educational permission does not grant permission to publish photos, recordings, names, or testimonials. Media permission must be obtained separately. Public reporting should use approved stories and aggregate results.

Both can hold many company stocks. An S&P 500 index fund follows an index focused on large U.S. companies. A U.S. total-market index fund generally includes large, medium, and small U.S. companies. Their holdings overlap, and both can lose value. The specific fund’s documents explain its holdings, costs, and risks.

Class discussion: why might a larger number of holdings still leave a fund exposed to a broad market decline?

Emerging: Names a concept but needs help explaining it.

Developing: Explains the concept with an example and identifies a risk.

Applying: Uses evidence, states uncertainty, compares alternatives, and reflects on values.

Use reasoning, not investment performance, to assess learning. Keep identifiable results in the approved school or program system.

The pilot used Google Classroom for assignments, Google Sheets for mock portfolios, Canva or Google Slides for recaps, and reflection journals. Current class links have not been supplied.

Before each session: confirm the topic, materials, attendance method, and assignment channel. Afterward: record attendance, learning observations, reflection completion, volunteer time, and next actions in permissioned records.

The Gillingham Project’s historical concept includes classroom capture, an educator toolkit, a workbook, six to eight video modules, and trainer support. A certification pathway is a future concept, not an available credential.

Confirm educator roles and recording permissions before capture. Current FinMango involvement and the Medina County JDC pilot status have not been established for this restart.

The grades 6–8 program at Saint Ambrose School in Brunswick, Ohio used approximately 45–50-minute sessions every other Monday. The archived overview names Bob Gillingham and James Collins as facilitators and Michelle Dietrich as faculty advisor; current assignments require confirmation.

• October 6, 2025: portfolio building, diversification, allocation math, and teamwork.
• October 20, 2025: company analysis, P/E ratios, risk and reward, and responsible AI use.
• November 3, 2025: market indexes, sectors, mock portfolios, and economic discussion.

• Meeting calendar, roster, student leadership, and current facilitator roles.
• Foundation governance, legal and tax details, and school/provider responsibilities.
• Final parent packet, account provider and type, funding method, and oversight.
• Media permission, privacy workflow, and permissioned records.
• Current operating budget, grant pipeline, and partner roles.