FOLIO FINANCIAL

Owners

Goods & Services

Financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; the trading of financial instruments, securities, shares, mutual funds, ETFs; online securities brokerage services; mutual fund investment services; investment brokerage services; investment management in the field of private placement of securities; conducting private placements and public offerings of securities; 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; providing information, and commentary, all in the fields of financial planning, finance, investing, and portfolio management, via the Internet and electronic, digital and mobile devices

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