CHARLES SCHWAB

Downloadable software, namely, computer software and mobile applications for conducting account transactions, securities trades, research, analysis and portfolio management activities, all in the fields of finance and investments; downloadable software, namely, computer software and mobile applications for accessing, viewing, downloading, sharing, managing and saving account data, news, research and information in the fields of finance and investing; downloadable software, namely, computer software and mobile applications for communicating directly with financial services professionals; downloadable electronic publications, namely, brochures, newsletters, reports and instructional and teaching materials in the fields of investments, and finance

A house mark for a full line of financial and investment services

Educational services, namely, conducting seminars, webcasts, on-line training sessions, classes, conferences and workshops in the fields of investment, finance, business, financial planning, portfolio management, retirement planning, money management, and asset allocation