Filed Aug. 12, 2026

Serial No. 50045982

Class (Based on Use) Software as a service (SAAS) services featuring software for allowing users to define, plan for, and track long-term financial goals, namely, forecasting tools that allow users to visualize progress based on planned contributions and investment assumptions.; Software as a service (SAAS) services featuring software for allowing users to define, plan for, and track long-term financial goals, namely, tools for locating and connecting with fiduciary financial advisors.; Platform as a service (PAAS) featuring computer software platforms for allowing users to define, plan for, and track long-term financial goals, namely, forecasting tools that allow users to visualize progress based on planned contributions and investment assumptions.; Platform as a service (PAAS) featuring computer software platforms for allowing users to define, plan for, and track long-term financial goals, namely, tools for locating and connecting with fiduciary financial advisors. (Based on Intent to Use) Software as a service (SAAS) services featuring software for allowing users to define, plan for, and track long-term financial goals, namely, historical back-testing and Monte Carlo simulations.; Platform as a service (PAAS) featuring computer software platforms for enabling financial advisors, broker-dealers, and financial institutions to provide their clients with broker integrations and robo-advisor capabilities for defining, planning for, and tracking long-term financial goals.; Platform as a service (PAAS) featuring computer software platforms for allowing investors and brokers to automate investment management through third-party regulated entities.; Platform as a service (PAAS) featuring computer software platforms for allowing users to define, plan for, and track long-term financial goals, namely, dynamic asset allocation, financial planning tools, and investment portfolio design and optimization.; Platform as a service (PAAS) featuring computer software platforms for allowing users to define, plan for, and track long-term financial goals, namely, historical back-testing and Monte Carlo simulations.; Software as a service (SAAS) services featuring software for allowing users to define, plan for, and track long-term financial goals, namely, dynamic asset allocation, financial planning tools, and investment portfolio design and optimization.; 100; 101

Case Type Service mark