PLAYBOOK

Downloadable software for managing bank accounts, enabling electronic transfers of money; downloadable software for brokerage and trading of investments, securities, stocks, bonds, exchange traded funds (ETFs), and equities; downloadable software for providing financial information, management and advisory services; downloadable software for providing portfolio analysis and retirement plan consulting; downloadable software for creating, managing, tracking, and implementing savings, investment and retirement plans and strategies; downloadable software for managing individual retirement accounts; downloadable software for collecting, accessing and managing financial information from different sources to facilitate analyses of holdings and financial positions; downloadable software for accessing financial information and financial planning and investment advisory services; downloadable software for coordinating an investment portfolio's maintenance, trading, rebalancing, and tax management needs

Tax and taxation planning, advice, information and consultancy services

Financial information and advisory services; online financial planning services; financial planning and investment advisory services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial retirement plan consulting services; financial affairs and monetary affairs, namely, financial information, management and analysis services; financial portfolio analysis services; financial services, namely, wealth management services; financial planning for retirement; brokerage services for stocks, bond, and exchange traded funds (ETFs); individual retirement account services; electronic transfers of money; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs

Providing temporary use of on-line non-downloadable software via an online platform for managing bank accounts, enabling electronic transfers of money; providing temporary use of on-line non-downloadable software via an online platform for brokerage and trading of investments, securities, stocks, bonds, exchange traded funds (ETFs), and equities; providing temporary use of non-downloadable computer software via an online platform for providing financial information, management and advisory services; providing temporary use of non-downloadable computer software via an online platform for providing portfolio analysis and retirement plan consulting; providing temporary use of non-downloadable computer software via an online platform for creating, managing, tracking, and implementing savings, investment and retirement plans and strategies; providing temporary use of non-downloadable computer software via an online platform for managing individual retirement accounts; providing temporary use of non-downloadable computer software via an online platform for collecting, accessing and managing financial information from different sources to facilitate analyses of holdings and financial positions; providing temporary use of non-downloadable computer software via an online platform for accessing financial information and financial planning and investment advisory services; providing temporary use of non-downloadable computer software via an online platform for coordinating an investment portfolio's maintenance, trading, rebalancing, and tax management needs