WEBVTT

METADATA
Video-Count: 1
Video-1: youtube.com/watch?v=b_1PlNegk20

NOTE
MEETING SECTIONS:

Part 1 (Video ID: b_1PlNegk20):
- 00:06:20: Meeting Convenes, Introductions, and Agenda Overview
- 00:07:59: Employee of the Month: Denise Kurszwinsky Recognition
- 00:11:32: Kimberly Lane School Spotlight Introduction by Dr. Miller
- 00:12:19: Dr. Hayman's Welcome & Kimberly Lane Overview
- 00:15:58: Vehicles to Move Work Forward: Q Comp, PBIS, 5D+
- 00:18:51: Reading Teacher Video: Love of Learning and Impact
- 00:21:24: Kimberly Lane Investment Club: Introduction and Overview
- 00:24:37: Student Investment Club Members Share Insights
- 00:30:14: Parent Nick Asmus Shares Impactful Investment Story
- 00:32:04: Investment Club Results and Empowering Financial Literacy
- 00:33:22: Board Member Questions: Investment Club Details
- 00:35:31: Board Member Questions: Financial Programs at Different Schools
- 00:37:08: Board Member Questions: Unusual Trades and Investment Styles
- 00:38:22: Board Member Questions: Current Events and Investment Decisions
- 00:39:49: School Board Member Share Financial Advice Experiences
- 00:41:11: Follow-up Question on Day Trading and Meeting Adjournment


Part: 1

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Good afternoon everyone. The Visetta Public Schools Board of Education work session for Monday, May 18th, 2026 will please come to order. Let's go around the table for the introductions and we'll start from my right. Sheila Prior, >> Dan Janestra,

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>> Paris Wendy, >> Heidi Kedar, >> Chase Anderson, >> and I am Milan Sony. Thank you everyone for coming. Uh, this was a very short work session uh with two items on the agenda. And again, as a reminder, our

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regular work sessions are held on the fourth Monday of every month. But the fourth Monday this month happens to be memorial day. So we decided to have this work session today. Okay. So there are two items on the agenda. First we have recognitions.

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Normally recognitions is a part of the regular meeting agenda as well. However, the regular meeting on June 8th next month will be a board self-evaluation workshop facilitated by MSBA in the DSC beginning at 5:30 p.m.

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As a result, we have recognitions today at this work session. So, I'll join Dr. Anderson at the podium. Good afternoon, everybody. Welcome to our school board work session and uh typically as uh Dr. Sony indicated we typically do our recognitions at the

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regular meetings but uh this unique circumstance gave us an opportunity to field test uh both the school report and a recognition at our work session for consideration of possibly doing more of that in the future but we'll see. So, I'd like to invite Denise Kurszswinsky

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to please come forward. Our employee of the month from Kimberly Lane Elementary. CONGRATULATIONS. NOW, I'm going to start off by reading a very nice script that was put together on Denise's behalf, and then I'll give you an opportunity to speak for 20 or 30 minutes if you'd like. No, I'm just

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kidding. But you can certainly make a few comments if you'd like. Kimberly Lane Elementary is proudly recognizing Deni Denise Kurszwinsky for its employee of the month. Denise has worked at Kimberly Lane Elementary since 2015 in a variety of roles from Weisetta Kids to

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kindergarten and recess pair professional to her current role as administrative professional. Her dedication to excellence is seen in her professionalism, strong relationships with colleagues, work ethic, creative problem solving, attention to detail,

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initiative, and positive attitude. Each day, she works tirelessly to help both students and staff be the best they can be and help members of our school community with their questions. She's an important person on our staff who impacts the smooth running and success

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of our school every day. Denise supports our whole staff in many ways. Communicating about upcoming events, ordering supplies, onboarding new staff, knowing who to contact when a problem arises, and thinking three moves ahead on almost everything to keep the operation of our school as smooth as

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possible. Her organization skills are exemplary. This year, onethird of our students and families were new to Kimberly Lane, coming from a variety of buildings due to the boundary changes. With so many new families, we are fortunate to have Denise to ensure their transition was a welcoming one. In

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addition, Denise is the go-to person for our guest teachers and guest pair of professionals, ensuring all of our daily openings are filled and that our guest staff receive a warm welcome. Denise's positivity and kindness make Kimberly Lane a great place to work and a

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welcoming place for staff, students, and their families. Congratulations, Denise Kerswinsky, on receiving this well-deserved honor. CONGRATS. Just thank you. It's a fun place to work. Um, great

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staff. Um, they make it so enjoyable support. I mean, they support me as well, too. And I just enjoy working for the Weisetta School District and Kimberly Lane. Thank you. CONGRATULATIONS. Thank you. Congratulations again, Denise, and thank

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you, Dr. Anderson. The second and final item on the agenda is the school spotlight presentation which is also normally done at the regular meeting but we will have the spotlight on Kimberly Lane which would have otherwise been on June 8th

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and Dr. Miller will present Principal Carrie Wman. >> Yes, thank you Dr. Mahoney. Members of the board um welcome to this afternoon. I'll have to get used to that. Um we have today with us principal of Kimberly Lane Dr. Carrie Hayman and she is here

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today and she's got some students. She's going to talk about highlights this year from Kimberly Lane, but she's also bringing forth some students who have started an investment club at Kimberly Lane. So, I believe they are here um Dr. Anderson knowing that you're going into

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retirement. They want to make sure that you're well taken care of, right? So, with that, I'm going to turn it over to Dr. Wearman and she will kick us off with Kimberly Lane Elementary. Thank you. Thank you. Well, members of the board, thank you so much for having us.

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I'm so glad that we get to do this maiden voyage of a work study session. And I believe that that's perfect because as was mentioned with Miss Krinski being our employee of the month, a third of our student body was new to us this year and a third of our staff was new to us. So, I think it's great

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that we also get a new type of presentation to spotlight us. So, thank you for that opportunity. Um, with the school boundaries, um, I thought I'd bring that up just because when we have new, um, people coming to us, what happens is that we end up getting a lot of new ideas and the investment club is

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the first time that we've done that. So, as you can see, we've got some eager um, students who'll be sharing that later on. But before we do that, I'm just going to give you a brief overview of the year. Um, one of the things we did in order to welcome in all of our new families and all of our new students.

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It's actually about a year ago, um, last week, um, we invited all of the new students to come to our building. And what you can see is we made a slide for each one of them. So when they did the scavenger hunt around our building, um, they got the warm welcome with their name on it. And I just saw all the families who were at the front making

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sure they waited through the ticker until they got their students picture to welcome them aboard. As you can imagine, um, everyone is so vested in being, uh, from Oakwood or from, you know, Northwoods or from and it some it was hard move and it made some students pretty sad. So, we tried to do as much

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as we could in order to make sure that everyone felt welcome. And so, that was really wellreceived, but that's one of many things that we've done in order to support our new families that have come here. And we've just been very fortunate that now it feels like they are all a part of um, they've been here all along.

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Um, one of the things, as I know you've seen the vision for student experience, one of the things that we've been working on really hard is leaning into the word having our students feel empowered. And we did this with our building goal and also investment club. You know, this is a way of them having

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something that is really mysterious of like what is all this stuff and getting exposure to it. And so that really leans into the vision for the student experience. Um our goals for this year um we have one that's an academic achievement goal and that's one that's needed for the Minnesota Department of

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Education and right now we are just starting in FastBridge. So literally I think yesterday was a first day I believe that Carter I think your class is testing tomorrow and on Wednesday and they're all getting started on this coming week and so we don't have we don't know how we've done for the fall

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to spring growth yet. Um but we'll be finding that out shortly. Um, one of the other things that we wanted to do is for the academic experience goal is we really leaned into Jod Handy's work of having great impact. And when they looked at all the factors that were studied, one of the things that they

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looked at is they looked at a collective efficacy and feeling that like what we do matters, it has the highest impact. And that's definitely uh true. But one of the things that has for an instructional choice that you can make that has the most impact is asking

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students to self-evaluate their work. And so that's something that we lean leaned into. It was a lot of figuring that out of having students self-evaluate themselves according to criteria to figure that out. And we did that from kindergarten through fifth grade. Now, are we at the ideal state

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yet? No, not yet. We know this is going to be a multi-year project, but we also know that that's something that has had really good impact for our students. And then our student experience goal, one of the things that we were looking at is having students using calming strategies. Uh because we know that

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emotions are the gateway to learning and if you're feeling anxious, if you're feeling frustrated, if you're feeling that you need to figure out how to get yourself into a zone where you can actually do the learning. So those were our goals for this year. Um we have some vehicles that we use with our staff in

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order to then move that work forward. And so um uh Q comp that is and built are both done through our built team, the building instructional leadership team and we meet multiple times a month and we look at data. We try to figure out what is our next kind of move in

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order to support students. And then for our students experience goal, we have PBIS, which stands for positive behavior interventions and supports. And that's a team that meets monthly and they come up with kind of tier one lessons for students across the student body. We look at our student data, go what are

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the things that are really needed? And um every month we had a different calming strategy that uh students worked on, whether it's box breathing, whether um there there were nine different ones that we went through this year. Um, one of the things we did at staff meetings in order to support that goal

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of students wanting to self assess is that we kept on working through this goal of um, using the 5D plus, which I believe that you've seen before with other presentations. There all these different kind of subdomains or different components that you look at. And so we leaned in and we looked at at

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the far right is what distinguished is. And so that's one where the yellow arrow and going, what would that look like and sound like in your classroom? And so and how do we plan for that? And it was a really awesome conversation that we just kept on doing again and again. And what

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we did is we dedicated monthly staff meetings then to look at the next month. So at our January 23rd meeting, we looked at the February like what's an essential standard in reading? What's the learning target going to be? What's the success criteria? What would self-evaluation look like? And so we did

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that as a group and then actually the teachers all went into different classrooms. They put it up on the Smartboard and they actually created work. So then after we spent 15 minutes, then they actually did the gallery walk and they went from classroom to classroom. So we could have vertical alignment and see what does that

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self-evaluation look like in kindergarten, in fifth grade. And the thing that was a really wonderful learning opportunity for that is that we found that there were many times fifth grade teachers could really grab something from kindergarten and just make a couple tweaks to it and then it

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could work and or change their language or they like the format of how someone did something. So it was a really a good example of collective efficacy for us. Um but it was also a really good um once again use of our time to get us moving forward on the goal. Um, as I've mentioned before, you know,

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what is our current state? And then going toward the ideal state. Um, that was something that we kept on looking at during those monthly meetings is going, okay, where are we right now? And for some of them, it might be, well, this new unit that was coming up, we're not really sure about exactly what the learning target is. So, we need to back

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it up to go, okay, what really is the central standard that we need to do? And then how do we move forward so we can get to that self-evaluation part. No. Um, what we I would like to show here is, so that seems like a lot of like jargon and acronyms and things like

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that, but what it gets down to is having students really get them so they love learning and those little aha moments that take place. And so I did grab a short um video from one of our uh reading teachers that we have. And I do

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want to give a shout out to the teaching and learning uh department for their responsiveness. As you can guess, with a third of our building being new, um there there were some new needs that came up. And so they were just very agile and they did a lot of hard hard work in order to make that happen and to

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help us um meet the needs of students. So we ended up having I think at one point maybe we had like five different reading teachers there, one doing a 0.1 and a point two and like just to fill in the needs. And this is an example of one of our teachers. Um and once again what's the impact on a studenting

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and so for me unlocking reading for kids and knowing that that is a skill they need for life is my passion and each child is so different and you know for some reason it's not really clicking in their classroom. So trying to unlock

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exactly what it is that this child needs to open up the world of reading. So there was one child in particular at Kimberly Lane I was working with. He was a first grader and he was just working so hard and he was doing his very best and we were working on sounds and blending and working on high frequency

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words and he was just having a hard time but it was coming slow and steady and all of a sudden some of it started to come together. His hard work was paying off and he knew it. He turned a page and he saw all this text and he started to it started to come and he was reading

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and he started wiggling like this and he was wiggling and he was started bouncing and he said he looked up from the page and he said, "I'm doing it. I'm doing it, Mrs. Kenson. I'm really doing it." And so that's why I do it. It's, you know, it's just a joy when you can see

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that they can put together that their effort, their hard work, all of that comes together for them and um it pays off and they have that success. Um I don't that's it. That's that's the joy. Well,

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so I wanted to share that because that's like obviously warm fuzzy, but that's really why we do it, right? So, um, as I'd mentioned earlier, a third of our students being new, a third of our staff being new. Um, with that comes new people, new ideas, and investment club.

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Now, I do have some other people who are going to be coming up, and I've got chairs to the side. We've run through this a couple of times. Um, but first, I'm going to ask uh two of the people who u are staff members. We are very kindly uh jumped on board with a investment club. We have um Eddie

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Clifton who is a PE teacher and investment club um advisor. And then we also have Rob Olsen who is our um tech technology and media arts teacher as well as an investing club advisor. So they will be talking a little bit about

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an overview of this. >> Yeah. So Kimberly Lane investment club overview. Um it was actually sparked from a community member and parent at our school who does this type of thing for a living. um right around conference time he brought up how cool of an opportunity it would be to bring

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investment club to Kimberly Lane. Um so we did get started I want to say three to four weeks after he brought up the idea. Um the stock market game goes from September to April. So we were a little bit behind starting in December. Um so we had eight 1-hour stock market game

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sessions starting in December and ending a week before the deadline in April. The game itself is funded by the Sithma Foundation and so students can participate nationwide and uh it's an online simulation of the stock market.

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So it follows live stock market prices during market hours. Students can purchase assets during the market day and outside of the market day and they're filled at those times. So they learned a lot of vocabulary during that time and we learned a lot of vocabulary at that time and you might learn some vocabulary right now. Uh but it was just

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exciting. I was one of those new staff members too as part of this. And so being approached by a community member where this is that person's profession, I was excited to jump on board and I thought kids would be excited too. >> Uh so the game is each kid has a portfolio of roughly $100,000 and the

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idea is just to grow it as much as possible um and hopefully maybe get into the top five by the deadline in April um to make the award ceremony. We thought the most appropriate way to implement it at Kimberly Lane was through a club, an afterchool club. And so we set the limit

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at 25 students. And there was a lot of excitement from families to get signed up. It filled up within the first hour of opening it up. And so after that, we're already looking ahead, what can we do differently to provide more opportunities within our community. Uh we met in the computer lab every two

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weeks. students would log into their portals and their portfolios and they'd collaborate together even though they had their own individual portfolios. >> Um it was run between the two of us as well as Mr. Asmus, again, our community member and parent at Kimberly Lane. Um

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all three of us are very passionate about it. Um so if anybody would be interested in maybe starting it up, we would be more than happy to help out. They could observe a lesson um starting next fall. We were really excited to provide this as a free opportunity to

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families. So, it really created a a chance for families to learn about maybe a new topic, students to bring home information that might be a good thing to talk about around the dinner table that they could use in their current lives and later in life, too. >> Yeah. Great. >> And then if you want to stay here and

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I'll have you come up. >> So, now we've got some stars of the show that'll be coming up and talking about what they learned. So, we'll be starting out with Michelle. How about you come here and you can bring your notes. So Belle, you are part of the investing

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club, right? >> Yeah. >> Okay. And we'll go like this so they can both so everyone can hear us. Okay. >> So talking about short short and long-term goals with money. Can you give an example of a short-term goal? A

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short-term goal would be a thing that I would sell really quickly because it's not really doing well. >> Okay. And then what would be a long-term goal that you might have? >> A long-term goal would be a stock that I would hold for a long time.

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>> And what is a phrase that you learned that is really helpful when um talking about short-term or long-term goals with money? For short term, um, cut your losses and then for long term, let the winners run.

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>> Great. Thank you, sir. >> Hey, Carter. >> Hey, Carter. I heard that you were pretty successful at this. How did you do? >> Oh, good. I got second place in the whole club, >> which is amazing. And the whole club

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meaning like how many people? I mean like for the whole state >> like 800 or something >> out of 800 and some portfolios number two. Good job. Now Carter, could you tell me a little bit about the game rules? Like how did you know how to

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play? How did you what moves did you make? >> Um kind of like how I said earlier, you start with $100,000 in your portfolio. Then you have to invest it all and um

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you can not in you the maximum you can invest in one stock is 20,000 and um you the time in the market is greater than timing the market. >> Another good one. Thank you Carter. Good

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job. So Kletchi come on up. So, Kletchi, I know that when you were in investment club, you talked about products and brands and companies and could you tell me like what are those things? What's the difference between a product, brand, company or like what's a company that

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you were aware of? >> Um, I invested in the company of Target because like sometimes my family shops there so I know it. >> Nice. And that was something that I know that a lot of students were looking at. And I think that there was another one that a lot of people invested in. What

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was that one? It was a bunch of letters. What was it? A what was the one? >> Yep. It was a AOI. And um we were just looking through the students portfolios and we found Kletchi was up over 150% within a couple of weeks. And this was a

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company that we did not know about. She found out all on her own. So that was super super cool. >> She'll be handing out her business cards later. Thank you. Thank you, Fletchie. Go ahead. >> Okay, Colin. >> Hi, Colin. >> Hello. >> Hi. Now, I know that you're going to be

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talking a little bit about assessing risk and so tell me about what does assessing risk mean? >> Um, it's mostly about like Costco. It's a bigger company, so it has less risk of like going down.

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>> Mhm. >> And like a bigger company or a smaller company like Micron um has a higher risk of like going down and me losing money and it also has a good risk of going up in money for me to win.

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>> Got it. And then I know that we had talked before about like right now I mean it was $100,000 of play money, right? And I think that what was kind of the phrase that you used for when you were doing this as a game, what did you say? >> Um, go big or go home.

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>> Yeah. And um, but if this was really your money, how might you have treated it differently? >> I would have kept Costco and because it was a good running one because it was like I was making much good money off of it. I would have invested in like two

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high-risisk companies >> so I wouldn't go bankrupt and lose all my money. >> Okay, love it. Thank you so much, Colin. Appreciate it. >> Okay, Amina. >> Hi, Amina. I know that we were just going to talk about diversification,

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which is a really big word. Um, what does it mean to have a diverse portfolio or to diversification? What is that? Um, it's where you spread all your money over all the companies. Like you don't put all your money in just one company.

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You put it in like a lot so you can gain more instead of just having it in one. >> And what would be the disadvantage of like putting all your money in one company? Well, if like if that company is like bad,

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they like your money would also go down and you like would lose a lot of it. >> Mhm. Okay. Awesome. Thank you, Amina. I appreciate it. Now, if I could have one of our um lovely uh parents who brought this forward, this is Mr. Nick Asmus. I

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really appreciate his enthusiasm. Awesome parent at Kimberly Lane. And I thought that I would love to have him te share a short story about like Okay, so this is a fun this is happening at at at uh school. This is kind of a fun game, but then he had some impact at home.

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Could you share the story real quick? >> So during the Kentucky Derby, um my grandparents or my son's grandparents, my in-laws, uh love to give money for who who wins and there's a whatever. It's it's a it's a fun experience. And

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so Carter won $45 at the Kentucky Derby party. And the first thing he did is he turned to me and said, "Dad, can I put this in the stock market?" So it shows that I think that there is a great impact in what these kids have learned. And I think financial literacy

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is under underspoken and and not appreciated enough. Um, obviously I'm biased. I I work in this, but I think what I've seen across the globe and across um Minnesota, I think Wisetta should be offering this across all the elementary schools. It's they they learn

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so much, they love it, and I think that these are invaluable skills. >> Yeah. And you are an inval invaluable, you know, asset to our school community. So, thank you so much for doing this. Really appreciate you. Yes. So, so with that, um, this was really meant to be,

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once again, investing club was meant to be something just as exposure. Um, the fact that the students are able to speak to diversification portfolios. I know that there were even parents like saying like, I really should really lean in my kid and learn from, you know, them on this. And so, uh, so just amazing

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things. Now, going to the results, as I mentioned, I know Carter had done very well, Colin had done very well, many students here had done very well. And so, um, I don't know whether Mr. Clifton or Mr. Olsen is going to speak a little bit to how they did. >> Yep. So, for their kind of age group,

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um, grades four through six, there was 167 portfolios across Minnesota. Um, we were able to place three in the top five, which is eligible for the award ceremony as well as seven out of the top 10, which was awesome. Um, and then a quick story with Colin, like you said,

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go big or go home. During our last meeting, he was in sixth place and he really wanted top five. Um, so he decided to sell his Costco and go on some more risky stocks and it shot right up and it it it worked for him. So that was really cool and really rewarding to

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see. And if you look at all the portfolios, grades 4 through 12 in Minnesota, there were 885. 167 of those were uh elementary. We had five of the top 20 positions competing

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against fourth through 12th graders. And I think that just goes to show to the hard uh the kids' hard work uh their love for learning new topics and our community support and support within the classroom and school. We're just so appreciative to be part of this. >> Yeah.

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>> So thank you once again empowering this happens to be through financial literacy through community you know outreach. Um so that is our presentation. I was wondering if you have any questions for our our students as financial adviserss of the future. >> Thank you everyone. Um uh you know for a

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moment there I I was wondering if this is a Kimberly Lane elementary school spotlight presentation or a discussion on the stock market here. So thank you. Thank you for that. Uh any comments, questions, colleagues? >> I have a lot of questions but I'll try

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and keep it to a few so my colleagues can also ask some stuff. Um so I'm just I'm wondering from a practical standpoint like what what does the game look like? What is it like? what is the format and how do they how do they buy stocks and stuff and how do they know

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what companies you know are available and how do they learn about companies? >> So we structured the lessons out of the eight sessions that we met with them with many lessons to teach a topic. So for example session one is what do you do with your money? Do you save it or

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spend it? Have you thought about ways to grow your money? And then we start talking about products, brands and companies. And Mr. Rasmus gave a really good example about buying and selling donuts. Kids heard donuts and they perked right up and they and making profit on that and if you continue to do

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well, maybe someone will want to do well with you and invest in your approach. And so we really broke down as best we could what it looks like to be a publicly traded company. And then we started talking about can you find ones that you're familiar with? And we used Yahoo Finance as a resource. So, we

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added some resources to our um school website and kids had access to that both during technology and during club time and at home. We had a lot of kids researching at home. Uh and they would go home and practice finding ticker symbols and practice finding uh what

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companies are represented by certain ticker symbols and how large those companies are based on market cap. Um, one of our students went above and beyond and uh not only filled out the packet of 20 ticker symbols and and companies, but brought back another 40

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to 60 a few days later. Uh, just became fluent in finding out company recognition symbols and and size. So, >> thank you. >> Yeah, >> I have few questions. So is this only in Kimberly Lane not across all elementary

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schools? >> Um we have a co-curricular kind of budget and that all depends on like who are adviserss that are interested and available like we have art club we have ukulele >> but and this just happens to be one of okay clubs that we have I don't know I

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don't think there are other elementaryaries that have this one. >> Is there any program at middle school or high school level? I remember seeing in one of the schools like the scoreboard if you will. >> Yeah. So, um so financial literacy now is a state standard. So, um we'll be

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doing that in our freshman classes, but also our middle schools through their win times and then they've also had a new elective course that has some of that um financial literacy baked into it. >> Okay. can't recall off the top of my head um if they're if they're doing the

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portfolio piece of that or not to the full extent that are Kimberly Lane students. >> Okay. So, can can they keep this portfolio if they want to put it in their college application at later time? >> I mean >> I mean I'm assuming we'll be able to

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provide some >> Yeah. So the the company, the SIPMA Foundation runs a fall season, a spring season, and then uh fall all the way through spring. >> Okay. >> Three separate seasons. So students have access to trade within that season. Once

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the season is over, they could certainly document their portfolio uh with screenshots and and downloading a spreadsheet of their trades. >> That would be something kids could >> Okay. Okay. Great. No, this is awesome. Thank you. Yeah. >> So I have two questions for investors

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here. One, what was your most unusual trade? What company did you pick which was completely unusual that nobody thought of? I know one name I heard. I had to actually Google it because I didn't know about that company either. But what

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trade do you would you say that it was most unusual? >> Anyone? Go ahead, Carter. Um, I know I had SNDK and a that's an AI company that really helped me. >> Okay,

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>> write it down. >> So the last question to all the investors here. So if you were to categorize yourself after going through this experience, would you call yourself a spender, a saver or an investor?

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any one of you. >> Um, I would say a spender because >> any any >> So, can I can I add to that? You should also think about it takes money to make money. You got to spend money to make money.

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>> Any anyone else? >> I think Carter, you're an investor. >> Yeah. Yeah, >> Carter's an investor. >> Thank you. >> Thank you so much. Um, I uh appreciate the presentation a lot and, you know, knowing that financial literacy is

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something that's now in the standards and that you all are, you know, making good on that I think will really go a long way. Um, I might be actually asking some of you guys for advice in a little bit, so stick around after our meeting. Um, hi kid there. But no, this is really um you know a fantastic thing to hear and I was curious um you know to what

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extent this exercise this club made you look at you know current events more closely. So tracking business news, to what extent were each of you kind of looking at, okay, let's say fuel prices are are going up or the cost of food's going up. How does that change my decisions? You know, what role did

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current events have in your decisions? >> Carlin, come on over so they can hear you on the mic. There you go. Go ahead. >> Um, there was events that would lower and higher the company's um rate of like

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going up and down. So if like something happened, a company would go down and another company would rise. >> Yeah. >> So you noticed that, huh? >> Yeah. >> Well, very good. I'm happy to hear it. Great job.

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>> I just wanted to share a story. So Dr. Wman indicated uh the fact that I'm going to be retiring at the end of this year. So it joged my memory uh hearing uh the inputs here today. So, I'm going to push rewind all the way back to 1983 when I was a first year teacher in

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Belleview, Nebraska. And I also was an assistant football coach. And one of my colleague football coaches um was also well, he was a teacher at the high school there and also a financial adviser. He said, "Chase, I'm going to

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give you two pieces of advice. Go back and get your master's degree and start saving for retirement." And I'm pretty sure I broke out laughing when he said the retirement part. I was 23 and had just finished my uh undergraduate uh

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degree. I don't think I got my first paycheck yet. And uh he's telling me go back and get more school and start saving for retirement. And I often times cite that as the two best pieces of advice that I ever got. So, I really appreciate that we're fostering um this

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type of of learning with our kids and and I just really appreciate the reports. I'm going to maybe be reaching out to a few of you to consider managing my portfolio for me into my retirement years. But anyway, thanks so much everybody for being here. Well done students.

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>> Thank you. >> So, I I agree with Chase. I think I will keep an eye on these kids. Maybe one of them or two of them will be my future investment advisors also. So um any of them did any day trading on any

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of these stocks or was this just long-term? Did they trade during the day? >> Um yeah, they kind of got in and out of some stuff. Um like Mr. Asmus said, a strategy is if you're losing on something, cut the loss. Um so we did

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see a little bit of that. um like calling at the end getting out of some Costco to get in more AI stocks cuz he really is he's a competitive kid both in sports and school really wanted that top five spot. Um so I know he offloaded a bunch of stuff on our last meeting um which helped him in the last week or so

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of competition. >> Okay. And so this this mirrored their investments mirrored the actual stock market itself, right? Although it was not real money. So it's amazing that they started in December and through April I think one of the returns the top num top rank was 66% return on

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investment 166,000 from $100,000 investment and I'm saying that because during that period the war started and the stock market took big hits right and in spite of that they came out ahead with 66%. So that's incredible. Um, also

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realized there was was it was it Colin that had the FOMO? Fear of missing out. He missed he he feared that he would miss out on the top top five prizes. So he took a big risk and that's FOMO. Okay. So you have to be careful about that. That's that sometimes is called

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greed. So So I would say I would say just be careful although it did work out for you. Good luck with that. I did uh take down some some notes here and you know while I was going through this at home going through the slides and I made some comments so I'm going to read them out to you. Uh congratulations to these

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young investors from Visetta public schools at an age when most kids are deciding between Pokemon cards and fruit snacks. They were apparently outperforming adults in the market. These students are already discussing portfolios and returns while the rest of

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us are still trying to remember our passwords to retirement accounts. The future appears financially secure and possibly already diversified. So, thank you so much everyone. So, this is incredible. I think this is I've really enjoyed this session. I

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really enjoyed the presentation and I I toyed with the idea of day trading at one time gave up eventually because I got on the school board. didn't have time for both. Um I also want also want to add one more thing. My both my children uh graduated from Kimberly Lane

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way back when. Uh I believe both of them under the leadership of Gary Kipling. >> Uh I know for sure my daughter the younger one she graduated when uh she had Kimble uh Gary Kipling when she was in elementary school. So it's a phenomenal school. And how many blue

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ribbons have you won? >> A couple of them, right? Two or three blue ribbon awards. Yeah, >> I'm not sure how many. >> Yeah, but at least one or two. So, it speaks for the for the, you know, caliber of the of the elementary school. So, thank you all for coming and sharing

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your investment strategies with us. >> Okay. Thank you. >> See you again soon. >> Yeah. Okay, as promised, this was a short and sweet u work session. This completes our agenda for the evening. The next meeting is a board self- evaluation meeting at the dis district D district service

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center on June 8th. The Visetta Public Schools Board of Education work session for Monday, May 18th, 2026 is now adjourned.