Filed Oct. 6, 2026

Serial No. 50147227

Class Downloadable software for financial planning, financial management, budgeting, investment planning, financial wellness, retirement planning, and financial literacy; Downloadable software for users to create personalized plans for financial wellness; Downloadable software for providing financial decision-making tools, providing accountability tools for financial goals, analyzing user needs and delivering tailored financial insights, guidance, and educational resources; Downloadable educational mobile applications featuring instruction in financial planning, personal financial management, and personal investment planning; Downloadable educational media, namely, video recordings, articles, tools, resources, information featuring personal finance, financial planning, budgeting, wealth management, investing, financial wellness, retirement planning, financial literacy, financial management, personal investment planning; Downloadable chatbot software for providing financial information; 021; 023; 026; 036; 038; 100; 101; 102; 100; 101; 107; 100; 101

Case Type Trademark Service mark