Investment activities aimed at revitalizing or resolving issues in local or other type of communities to which the company belongs. 

1. Financial Education
Our group utilizes the knowledge and expertise we have cultivated in our core financial business to conduct a wide range of financial education activities for young people and the general public. We also aim to contribute to the improvement of individual financial literacy in Japan and help promote the “shift from savings to investments."

2. Local Community Investment
Each of our business segments has local offices with specialized functions in various regions. We aim to coexist and prosper with the local communities in which these group offices are located by contributing to the sustainable development of each community through job creation, human resource development, donations to local organizations, and other activities.

3. Individual Wellbeing

We believe that efforts to improve the wellbeing of our stakeholders and society as a whole are an important element of the "lifetime balance sheet optimization" that is part of our corporate philosophy, and are essential to the healthy operation of our business.

Note: In units of ¥10k. Excluding political donations. Personnel expenses not calculated.

1. Japan-based Businesses

Monex, Inc. has been conducting financial education activities at no cost aimed at improving the financial literacy of individuals in society at large. Monex, Inc. held a lecture on financial literacy for students in the sports management department of Nippon Sport Science University in June 2024, with a total of 260 students participating in two sessions.

2. US Segment

TradeStation empowers individuals in the community to navigate financial challenges, make sound financial decisions, and achieve financial well-being. In its annual "Back to School" program, TradeStation partners with the Boys and Girls Clubs of Palm Beach County to provide school supplies and backpacks at the start of each new school year. TradeStation also have a continued collaboration with the Financial Data & Software Association (FDSA) and the Moonshot Awards to promote financial literacy and recognize innovators. In addition, TradeStation purchased smartboard for the Hispanic Human Resources Council to support educational technology to enhance the academic experience of young learners.

In 2022, TradeStation also presented Miami with a bronze statue, "Miami Bull," which is now on display on the campus of Miami Date College. Initially created with the message of becoming a center for the crypto industry, the statue is now seen as a symbol of modern finance: breaking down barriers to wealth, embracing inclusion, and supporting community causes.

1. Hachinohe Office in Aomori prefecture (Monex, Inc.)

Since the Hachinohe Contact center was launched, we have mainly hired local staff and currently, 50 operators in total carefully handle 1,300 inquiries on average a day. The center has a clerical work center on the property, where about 50 employees are engaged in paperwork related to Monex’s account registration.

In addition, the Hachinohe Office performs a key role in developing the company’s human resources by providing new recruits hired in Tokyo with a place to learn practical securities business, including contact center operations
　

2. Costa Rica Office (TradeStation)：

TradeStation is hiring locally in Costa Rica, primarily for a Systems Development Engineer to develop systems for TradeStation's various award-winning trading platforms.

In line with our corporate philosophy, "enable individuals to achieve self-fulfillment and to optimize their lifetime balance sheets," Monex Group is engaged in various initiatives to support the improvement of individual wellbeing.

Monex, Inc. has been making donations to victims of natural disasters in Japan or to the Ukraine Humanitarian Crisis Relief Fund through the Japanese Red Cross Society. Monex, Inc. will continue to donate relief funds with the guiding principle of improving the wellbeing of individuals.

TradeStation supports the Greenwood Project, an educational program for Black and Latino students living in the Chicago office area, by hiring local students as interns and making donations to the program. TradeStation also posts job openings on the Black Professionals Network, a non-profit organization that provides employment assistance to blacks, thereby supporting the employment of underprivileged youth in the United States (URL：https://www.greenwoodproject.org/).

Furthermore, TradeStation supports Overtown Youth Center*1 and Breakthrough Miami*2, which provide investment education opportunities for underprivileged children. TradeStation also sponsored the Pierre Toussaint Leadership and Learning Center*3 provides IT and investment education in the Little Haiti area.

*1 Overtown Youth Center (OYC) provides a comprehensive educational program for promising youth in kindergarten through age 25 and their families in South Florida. OYC supports their personal growth through learning and strengthen family wellness.

*2 Breakthrough Miami provides an excellent educational opportunity for the next generation motivated, under-resourced 5th – 12th grade students through a learning program that uses a “student-teaching-students” model. For more information, please visit this link.

*3 Pierre Toussaint Leadership and Learning Center (PTLLC) has served as a spiritual hub that provides educational, social, and relief services to the Haitian Community in Miami and Haiti for the past 39 years. Today, PTLLC offers literacy program, after-school/summer programs for ages 5-14, day care services for children, technology lab, and more. For more information, please visit this link. 

Monex Group, Inc. and Monex, Inc. have a volunteer support program for employees of both companies with the aim of supporting employee participation in volunteer activities. Under this program, employees can use up to five days of special leave or annual paid leave for volunteer purposes. In addition, in order to raise awareness among a wide range of employees through this program, users of the program are required to prepare a report during their volunteer period that is made available to all executives and employees.

Group companies located in Japan get together and regularly organizes volunteer opportunities for employees and their families, such as an annual cleanup along the banks of the Arakawa River to provide. In Japan, starting with a cleanup effort at the Tokyo Port Wild Bird Park in June 2018, the company has been organizing volunteer cleaning activities at the banks of the Arakawa River every year since 2019, and 2023 counts as our sixth year. In 2023, a total of 61 employees and their families from Monex Group, Monex Securities, Japan Catalyst, Coincheck, and Viling gathered to pick up plastic wastes and oversized garbage from the riverbed.

Volunteer activities are also conducted at Monex Securities' regional office in Hachinohe, where customer service and account management operations are conducted. In the summer of 2024, several employees volunteered to clean up the area around the office, filling two garbage bags.

In 2007, TradeStation formalized its commitment to a give-back with the creation of “TradeStation Cares” — an employee led initiative that focuses on helping those in need in and around its community by partnering with local organizations and charities. Throughout the year team members work together to identify and select various causes to support. With a bottom-up, employee-driven approach, TradeStation engages employees from across its locations to raise money and volunteer for causes that are important to them. Regular volunteer opportunities include Alex's Lemonade Stand to support childhood cancer research and family assistance, breast cancer awareness, beach clean-ups, and digital clean-ups. In addition to these, TradeStation Cares partnered with Joshua's Heart Foundations to donate 1,000 IKEA bags and a substantial amount of food supplies ensure families can enjoy a heartwarming Thanksgiving. In addition, TradeStation Cares participated in Operation Christmas Child and built 1,112 shoeboxes for needy children around the world.