Filed March 18, 2025

Serial No. 99091060

Registered July 21, 2026

Registration No. 8,360,979

Class Providing on-line non-downloadable software for personal financial management; Providing on-line non-downloadable software for financial data aggregation; Providing on-line non-downloadable software for accessing, viewing and managing financial accounts, conducting financial transactions, transmitting of financial data and information, and accepting, validating, processing, authenticating, managing, facilitating, and reconciling payment transactions; Software as a service (SAAS) services featuring software for personal financial management; Software as a service (SAAS) services featuring software for financial data aggregation; Software as a service (SAAS) services featuring software for accessing, viewing and managing financial accounts, conducting financial transactions, transmitting of financial data and information, and accepting, validating, processing, authenticating, managing, facilitating, and reconciling payment transactions; Platform as a service (PAAS) featuring computer software platforms for personal financial management; Platform as a service (PAAS) featuring computer software platforms for financial data aggregation; Platform as a service (PAAS) featuring computer software platforms for accessing, viewing and managing financial accounts, conducting financial transactions, transmitting of financial data and information, and accepting, validating, processing, authenticating, managing, facilitating, and reconciling payment transactions; 100; 101

Case Type Trademark Service mark