EPIT

computer software for use in accessing account information and conducting portfolio management services; computer software for use in accessing and conducting on-line commodities exchanges, accessing and conducting on-line financial exchanges, accessing and conducting on-line monetary exchanges and accessing and conducting on-line currency exchanges; computer software for use in analysis, advice and management in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices; computer software for use in investment services, namely computer software for use in providing securities brokerage account services, investment account information services, retirement planning services, financial planning services, cash management account services, fixed income investment services, bill payment services and electronic fund transfer services; computer software for use in database management in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices; computer software for use in providing brokerage services investment information; computer software for retrieving, accessing, analyzing and managing consumer information and preferences

printed materials, namely, manuals, magazines, newsletters, brochures, pamphlets, leaflets and printed instructional materials in the fields of commodities exchange, financial exchange and analysis, monetary exchange and currency exchange

conducting on-line trading, namely on-line trading services in which seller posts products to be auctioned and bidding is done via the Internet; on-line auctioneering; providing on-line buyers guides; conducting trade shows in the fields of commodities, financial analysis and consultation, currency, and money exchange; providing news by electronic communications networks in the fields of business, government affairs and economics

consulting services in the field of commodities exchange, financial exchange, monetary exchange, and currency exchange; conducting on-line commodities exchange, financial exchange, monetary exchange, and currency exchange; brokerage services investment information, analysis, advice and management in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options, and indices of any of them; securities brokerage account services; investment account information services; pension fund and retirement plan management services, namely, investment of pension and retirement funds for others, and administration of employee pension and retirement plans; providing financial information in the field of retirement planning; financial planning services; cash management account services; fixed income investment services; bill payment services and electronic fund transfer services; providing financial information, investment research information, and investment research tools, namely, tools for monitoring investment market value and performance of investments, tools for analyzing investment performance, tools for evaluating asset allocation, risk tolerance, alternative plan investing timeframe and investment alternative planning; providing news by electronic communication networks in the fields of investing, finance, and financial planning; providing portfolio management services and account information via electronic means

educational services, namely, classes, seminars, conferences and workshops in the fields of commodities exchange, financial analysis and consultation, currency, and money exchange, investments, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation and printed materials distributed in connection therewith; providing news by electronic communications networks in the nature of current events reporting

computer software design, customization, integration, analysis and consulting services for others; computer software maintenance, installation and updating services; computer network and computer systems design, customization, integration, analysis and consulting services for others; technical and computer consulting services relating to information technology and electronic commerce; providing temporary use of on-line non-downloadable software for accessing account information and conducting portfolio management services; providing temporary use of on-line non-downloadable software for on-line commodities exchange, financial exchange, monetary exchange, and currency exchange; providing temporary use of on-line non-downloadable software for analysis, advice and management in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; providing temporary use of on-line non-downloadable software for use in providing investment account services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options, and indices of any of them; providing temporary use of on-line non-downloadable software for securities brokerage account services, investment account information services, retirement planning services, financial planning services, cash management account services, fixed income investment services, bill payment services and electronic fund transfer services; providing temporary use of on-line non-downloadable software for database management via electronic means in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options, and indices of any of them; providing temporary use of on-line non-downloadable software for use in providing brokerage services investment information via electronic means