Filed June 29, 2026

Serial No. 99911730

Class Downloadable computer software for use on mobile phones, tablet computers, handheld computers, desktop computers, and laptop computers for accessing, maintaining, managing, tracking, visualizing, and reporting financial information, financial records, and investment portfolios, and for tracking financial transactions and spending trends in the fields of personal and business finance, financial planning, budgeting, wealth management, banking, investments and accounting; Downloadable computer software for use on mobile phones, tablet computers, handheld computers, desktop computers, and laptop computers for performing queries and transactions, for storing, modifying, transmitting and receiving financial information, and for accessing, maintaining, managing and reporting financial information in the fields of personal and business finance, financial planning, wealth management, banking, investments and accounting; Downloadable computer software for use on mobile phones, tablet computers, handheld computers, desktop computers, and laptop computers for management of financial, banking, investing, and personal and business net worth data, managing banking transactions, banking and other financial account information, payments, expenses and billing in the fields of personal and business finance, financial planning, wealth management, banking, investments and accounting; Downloadable computer software for use on mobile phones, tablet computers, handheld computers, desktop computers, and laptop computers for use by individuals, businesses, and financial investment advisors in investment portfolio allocation, sector analysis, portfolio modeling, tracking, rebalancing, to obtain investment transaction and account information in the fields of personal and business finance, financial planning, wealth management, banking, investments and accounting; Downloadable computer software for use on mobile phones, tablet computers, handheld computers, desktop computers, and laptop computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; Downloadable computer software for use on mobile phones, tablet computers, handheld computers, desktop computers, and laptop computers for use by businesses and financial investment advisors for customer relationship management (CRM); Downloadable computer software for use on mobile phones, tablet computers, handheld computers, desktop computers, and laptop computers for use by financial investment advisors for client communications; Downloadable computer software for use on mobile phones, tablet computers, handheld computers, desktop computers, and laptop computers for use by businesses and financial investment advisors for client relationship management (CRM), portfolio management and performance reporting, client billing, tracking advisor commissions, financial planning, data aggregation, and business intelligence; Downloadable computer software for use on mobile phones, tablet computers, handheld computers, desktop computers, and laptop computers for use by businesses and financial investment advisors for client investment management, client billing, and investment risk management; Downloadable computer software using artificial intelligence (AI) for financial planning, coordinating and managing financial and investment services, accessing, managing, tracking, visualizing, and reporting financial information, assisting financial advisors with client relationship management (CRM), client communications, portfolio management, performance reporting, financial planning, data aggregation, and business intelligence; 021; 023; 026; 036; 038; 100; 101

Case Type Trademark Service mark