FOLIO CLIENT

Owners

Goods & Services

financial services, namely, providing investment advice and securities investment services; banking, portfolio management, and holding as a custodian financial assets of others for financial management purposes; investment management, investment consultation and investment of funds for others; financial services, namely, the trading for others of financial instruments, securities, mutual funds, electronic transfer of funds (ETFs), commodity futures contracts, derivative contracts, cash investments, physical commodities, and banking and insurance instruments ; online securities brokerage, portfolio management, and investment services; investment brokerage services; financial investment research services; financial analysis and consultation for others, namely, financial professionals and their client investors; financial planning services; providing investment and portfolio status information by electronic means; financial administration of retirement plans

voting proxy services, namely, delegating, voting, tabulating, and reporting of proxies and proxy voting for business purposes by global computer network, electronic means, computer communication, telephone communication, and other means