Filed Dec. 7, 2018

Serial No. 88221621

Registered Dec. 24, 2019

Registration No. 5,941,698

Class Providing temporary use of on-line non-downloadable software for personal use in the fields of financial management, budgeting, financial planning, estate planning, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting, specifically for managing financial assets, tracking and monitoring financial investments, performing budgeting analysis, tracking and monitoring financial and physical assets for financial planning and estate planning purposes, tracking financial instrument trades, and reconciling investment accounts; 100; 101

Case Type Service mark