40-X

Printed materials, namely, written articles, brochures, and pamphlets providing financial information and analysis with respect to the overall performance of financial markets and of financial securities; printed reports, namely, newsletters providing information and analysis in the field of investing

Financial services, namely, financial analysis and consultation, financial planning, financial portfolio management, financial research, investment fund transfer and transactions services, namely, electronic transfer of funds and pre-authorized contributions; investment brokerage services; creating, preparing and administering financial benchmarks for use by investors to track market changes and compare their investment portfolios, namely, financial indexes for mutual fund securities; provision of financial information on investment performance and investment returns