GLOBAL FUNDAMENTAL

Owners

Goods & Services

Computer software for use in providing financial and investment information services, namely, management of a financial index; computer software used for analyzing, classifying and creating reports about securities and mutual fund investing, all for the provision of an index-based portfolio of securities and an index-based mutual fund

Providing temporary use of non-downloadable computer software for the management of assets and funds namely, programs for analyzing, monitoring, and tracking the list of constituents in mutual funds, indexed funds, private equity funds, hedge funds, exchange-traded funds, individual investment portfolios, separate investment accounts, and a financial index; for use in providing financial consultation, namely, programs for passive and enhanced indexing of securities to investors in the field of investing, for use as a spreadsheet to compare financial figures and data for investors in connection with financial research in the field of passive and enhanced indexing of securities and for use in the development of new financial products, namely, for creation of portfolios and constituent lists of securities to create new financial products over computer networks, intranets and the Internet

Financial services, namely providing financial and investment information services in the nature of a financial index; securities analysis, classification and monitoring services; mutual fund investing services; financial management of an index-based portfolio of securities and an index-based mutual fund