U.S. federal trademark · Serial No. 76673111 · Reg. No. 3555668
INTERNAL REVENUE SERVICE REPORTING, NAMELY, FEDERAL TAX PREPARATION AND FILING SERVICES AND REPORTING OF TAX COST BASIS, GAIN AND LOSS INFORMATION
INVESTMENT MANAGEMENT, NAMELY, PROVIDING CUSTOMIZED PORTFOLIO STRATEGIES, DAILY CASH MANAGEMENT, SAFEKEEPING AND MANAGEMENT OF PORTFOLIO ASSETS, COLLECTION OF INTEREST AND DIVIDENDS, INVESTMENT ADVICE, AND TRUST MANAGEMENT SERVICES, NAMELY, REVOCABLE AND AMENDABLE LIVING TRUST, DISTRIBUTION OF TRUST ASSETS IN ESTATE PLANS, EXECUTOR OF WILL
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