SIMPLY BETTER PREPARED. FOR LIFE. Trademark

Investment management services; Funds investment; Financial services, namely, financial asset evaluation; Financial services, namely, providing financial and financial investment information, financial and investment management, and financial and financial investment analysis; Funds evaluation and performance monitoring in the nature of monitoring financial markets for investment purposes; Financial risk management; Financial investment services, namely, financial evaluation, analysis, and comparison in the nature of financial analysis of investment funds for others; Providing financial information in the field of investment opportunities; Providing an interactive website featuring financial information and links relating to investment management services, and financial risk management; Financial and financial investment information provided by electronic means; Pooled fund investment and financial management, funds investment, financial analysis, and financial consultation in the field of securities, real estate, pooled funds; financial products services, namely, financial investment brokerage, distribution of, financial administration of, financial management of, and trustee services for target date funds and separately managed accounts; Financial custody services, namely, maintaining possession of financial assets in the nature of target date funds and separately managed accounts for others for financial management purposes

Providing financial indices of financial and investment instruments, namely, select securities to enable consumers to evaluate investments and market trends in the securities market; Accounting services for target date funds and separately managed accounts

Providing temporary use of online non-downloadable computer software for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management and investment management; Providing temporary use of online non-downloadable computer software used in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, personal investment management, and retirement planning; Providing temporary use of online non-downloadable computer software to search and display information relating to financial trading in securities, options, futures, stocks, shares, foreign exchange, insurance contracts, and pooled investment vehicles