Filed Dec. 23, 2022

Serial No. 97730025

Registered March 3, 2026

Registration No. 8,155,971

Class Platform as a service (PAAS) featuring computer software platforms for Tax wrapper administration, regulatory recordkeeping, portfolio management, client communications, account management, payments, data aggregation, data management, fee computation, billing, financial illustrations, financial projections relating to financial management and administration; Platform as a service (PAAS) featuring computer software platforms for general ledger management, trade aggregation, portfolio rebalancing, contribution management, withdrawal management, holding management and valuations, order interest routing, account funding, asset transfers, fee recovery relating to asset transactions, asset trading and payment transfers; Platform as a service (PAAS) featuring computer software platforms for financial data recording, management and manipulation; software as a service (SaaS) services in the nature of non-downloadable software for financial management and administration for use in the wealth management, savings, investment and retirement savings industry; Software as a service (SaaS) services in the nature of non-downloadable software for wealth management, asset management, portfolio management, investment management, fund management, model portfolio management, data management, data aggregation and accounting; Software as a service (SaaS) services in the nature of non-downloadable software for the operation and administration of financial products by operational users, product providers, financial advisers and consumers; Software as a service (SaaS) services in the nature of non-downloadable software for asset transactions, asset trading and payment transfers for downloadable and recorded computer software for managing electronic payment transactions using distributed ledger technology (DLT); Software as a service (SaaS) services in the nature of non-downloadable software for financial data recording, management and manipulation; 100; 101

Case Type Trademark Service mark