Filed Aug. 31, 2025

Serial No. 99367685

Class Investment advice; Investment management; Investment brokerage; Investment of funds; Investment consultancy; Investment consultation; Financial investment brokerage; Investment advisory services; Mutual fund investment; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial investment brokerage services; Investment by electronic means; Investment risk assessment services; Investment of funds for others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Monitoring financial markets for investment purposes; Financial investment analysis and stock research; Providing information regarding financial investment strategies; Financial services in the nature of an investment security; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Advice relating to investments; Brokerage services for capital investments; Financial management relating to investments; Brokerage services in the field of securities and commodities investing; Securities trading and investing services for others via the internet; Information, advisory, consultancy and financial research services relating to finance and investments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; 100; 101; 102

Case Type Service mark