Filed July 29, 2026

Serial No. 50019957

Class Investment management; asset management; Financial portfolio management; Investment advisory services; Investment consultation; investment analysis; investment research; discretionary and non-discretionary investment management services for investment funds, pooled investment vehicles, trusts, separate accounts, insurance company accounts, pension plans, and investment accounts; financial management of investment funds, pooled investment vehicles, trusts, separate accounts, and insurance company accounts; investment advisory services relating to investment funds and pooled investment vehicles; investment brokerage services; financial administration of investment funds, trusts, separate accounts, insurance company accounts, and investment accounts; providing financial information, investment information, financial research, market analysis, market commentary, and financial data in the fields of investments, securities, investment funds, asset management, and financial markets; providing online non-downloadable databases featuring financial information in the fields of investments, securities, investment funds, asset management, and financial markets; model portfolio investment services; investment fund selection services; investment portfolio overlay management services; investment consultation relating to environmental, social, and governance (ESG) investment criteria; providing investment management services to others on a white-label basis; 100; 101; 102

Case Type Service mark