Filed Jan. 7, 2026

Serial No. 99581803

Examining Attorney JAMES B LOVELACE

Class Fund investment consultation; Capital investment consulting; Management of a capital investment fund; Investment fund management services; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies for institutional investment sponsors, wealth-management intermediaries, and investment distribution firms; Investment consultation in the fields of tax-advantaged investment offerings, real estate investment vehicles, real estate, real assets, private equity, private credit, and other alternative investment categories; Investment management in the fields of tax-advantaged investment offerings, real estate investment vehicles, real estate, real assets, private equity, private credit, and other alternative investment categories; Providing financial information and research in the field of tax-advantaged investment offerings, real estate investment vehicles, real estate, real assets, private equity, private credit, and other alternative investment categories; Financial consultation services in the field of tax-advantaged investment offerings, real estate investment vehicles, real estate, real assets, private equity, private credit, and other alternative investment categories; Financial data analysis in the field of tax-advantaged investment offerings, real estate investment vehicles, real estate, real assets, private equity, private credit, and other alternative investment categories; 100; 101; 102

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