Filed Oct. 5, 2026

Serial No. 50144566

Examining Attorney null

Class Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing account data and carrying out transactions in the field of personal finance, investments, and accounting; Downloadable computer software for for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for retirement planning; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial records management in the field of financial services; Downloadable computer software for trading securities; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial transaction processing and management; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, investing, and personal net worth data; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by advisors to obtain balance information and other data about funds and accounts; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors for portfolio construction, portfolio allocation, financial sector analysis, portfolio modeling and portfolio rebalancing; Downloadable computer application software for desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, namely, software for accessing account data and carrying out transactions in the field of personal finance, investments, and accounting; Downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, namely, software for retirement planning; Downloadable computer application software for desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, namely, software for financial records management in the field of financial services; Downloadable computer application software for desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, namely, software for trading securities; Downloadable computer application software for desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, namely, software for financial transaction processing and management; Downloadable computer application software for desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, namely, software for the electronic exchange and management of financial, investing, and personal net worth data; Downloadable computer application software for desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, namely, software for maintaining, managing and reporting financial information and investment portfolios; Downloadable computer application software for desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, namely, software for use by financial service providers to obtain investment transaction and account information; Downloadable computer application software for desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, namely, software for use by advisors to obtain balance information and other data about funds and accounts; Downloadable computer application software for desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, namely, software for use by individuals and financial investment advisors for portfolio construction, portfolio allocation, financial sector analysis, portfolio modeling and portfolio rebalancing; 021; 023; 026; 036; 038; 100; 101; 102; 100; 101; 102; 100; 101

Case Type Trademark Service mark