Filed Jan. 15, 2026

Serial No. 99596726

Examining Attorney COLLIER L JOHNSON II

Class Downloadable computer application software for mobile phones, namely, software for self-employed individuals and households for tracking and aggregating self-employed individual and household accounts, categorizing self-employed individual and household expenses, tracking recurring self-employed individual and household transactions, tracking self-employed individual and household cashflow, tracking and comparing personal finances month-to-month, creating and monitoring budgets, tracking self-employed individual and household net worth, creating and using self-employed individual and household financial reports, providing personalized self-employed individual and household financial insights, changing and implementing self-employed individual and household financial management changes, and providing self-employed individual and household tools, self-employed individual and household reports, and self-employed individual and household insights for personal financial management, none of the foregoing including loan servicing or financial intermediary services, and none of the foregoing including stock investing, crypto investing, or use of social peer information.; 021; 023; 026; 036; 038; 100; 101; 102; 100; 101

Case Type Trademark Service mark