Filed Sept. 17, 2026

Serial No. 50114629

Class Software as a service (SAAS) services featuring software for data intelligence, analysis, and visualization, namely, deconstructing, normalizing, and reorganizing user data to reveal patterns and insights; Software as a service (SAAS) services featuring software for financial management, investment portfolio tracking and analysis, budgeting, spending analysis, and financial data aggregation across multiple accounts and financial institutions; Software as a service (SAAS) services featuring software for the analysis and visualization of personal financial data, namely, software that aggregates, decomposes, and analyzes a user’s investment holdings, account, and transaction data and displays to the user the data sources, inputs, and calculation methods underlying each result; Providing a website featuring non-downloadable software for analyzing, organizing, and visualizing financial data across multiple accounts and financial institutions; Providing temporary use of on-line non-downloadable software for personal financial data analysis and visualization; 100; 101

Case Type Service mark