THE JOURNEY OF YOUR DOLLAR

banking services, namely, interest savings account services; banking services, namely, checking account services; exchange-traded fund services, namely, distribution, administration, and management of exchange-traded funds; loan origination services; credit and loan services; financial consulting in the field of donor advised funds, namely, reviewing, comparing and recommending donor advised fund providers; financial management, namely, providing financial information and advice regarding the selection of donor advised fund providers; financial administration of donor advised fund programs, namely, administration of donor advised fund account set-up; financial services, namely, financial management of donor advised fund accounts by simplifying product discovery, approval and reporting