SCHWAB PERFORMANCE TECHNOLOGIES

Computer software for use by investment managers for investment portfolio management, for accounting, client reporting, automated client communications management, and performance tracking; [ Computer software for securities trading for use by investment advisors and investment management firms; Computer software for client contact management and office workflow automation, and downloadable software for client contact management and office workflow automation ]

Data management and data hosting services for others; preparation and online delivery of customer account reports for others; data processing services for others; business information management in the fields of financial portfolio management and investment advice; computerized database management in the fields of financial portfolio management and investment advice; business consultation services provided to investment advisors in the fields of client management and communications, electronic commerce, [ and investment strategy, development, ] and marketing

providing online support services for investment professionals, namely, financial portfolio accounting, [ securities trade order management, ] reporting of investment performance, and online reporting of client account information

Educational services, namely, providing training for investment advisors in the fields of client communications, client management, and electronic commerce

[ Computer services, namely, consultation regarding website development; computer services, namely, providing content for websites for others; ] computer services, namely, technical support services provided via the Internet and in person