CHARLES SCHWAB & CO., INC. Trademarks
OFFICIAL INVESTMENT FIRM OF THE MILLENNIUM

OFFICIAL INVESTMENT FIRM OF THE MILLENNIUM

Filed: February 10, 1998
Brokerage services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities,…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75431945

LEADING THE WORLD IN ELECTRONIC INVESTING

LEADING THE WORLD IN ELECTRONIC INVESTING

Filed: February 10, 1998
Brokerage services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities,…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75431947

IRA FOR THE NEXT MILLENNIUM

IRA FOR THE NEXT MILLENNIUM

Filed: February 10, 1998
brokerage services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities,…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75431967

OFFICIAL RETIREMENT PLANNERS OF THE MILLENNIUM

OFFICIAL RETIREMENT PLANNERS OF THE MILLENNIUM

Filed: February 10, 1998
Brokerage services in the fields of securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75432074

CHARLES SCHWAB MUTUAL FUNDS PERFORMANCE GUIDE

CHARLES SCHWAB MUTUAL FUNDS PERFORMANCE GUIDE

Filed: March 5, 1998
printed matter; namely, periodical publications in the field of finance and investment
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75445320

SCHWAB MARKETMANAGER PORTFOLIOS

SCHWAB MARKETMANAGER PORTFOLIOS

Filed: March 5, 1998
mutual fund investment services
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75445321

SCHWAB 401(K) SELECT

SCHWAB 401(K) SELECT

Filed: March 5, 1998
providing retirement plan sponsors with referrals to plan administration services
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75445360

SCHWAB RETIREMENT CHOICE FUNDS

SCHWAB RETIREMENT CHOICE FUNDS

Filed: June 24, 1998
financial services, namely mutual fund investment services
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75506178

YOUR POWER ADDRESS ON THE WEB

YOUR POWER ADDRESS ON THE WEB

Filed: July 6, 1998
Brokerage services in the fields of securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75513083

CHARLES SCHWAB INVESTMENT FORUMS

CHARLES SCHWAB INVESTMENT FORUMS

Filed: July 13, 1998
Financial information, investment advice and financial research provided via a global computer network
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75517636

INVESTMENT FORUMS CHARLESSCHWAB

INVESTMENT FORUMS CHARLESSCHWAB

Filed: July 13, 1998
Financial information, investment advice and financial research provided via a global computer network
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75517677

MANAGED ACCOUNT CONNECTION

MANAGED ACCOUNT CONNECTION

Financial and investment services in the field of securities, namely, providing brokerage services, providing custody services…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75538355

THE FOUNDATION OF OUR VALUES

THE FOUNDATION OF OUR VALUES

charitable foundation services, namely, education and raising awareness for community service; organizing and sponsoring…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75538525

INVESTING FOR THE FUTURE...INVESTING IN OUR COMMUNITIES

INVESTING FOR THE FUTURE...INVESTING IN OUR COMMUNITIES

charitable foundation services, namely, education and raising awareness for community service; organizing and sponsoring…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75540776

INSTITUTIONAL SELECT

INSTITUTIONAL SELECT

Mutual fund investment services
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75547050

ADVICE WITH INTEGRITY

ADVICE WITH INTEGRITY

printed materials, namely, books, booklets, brochures, leaflets, printed instructional, educational, and teaching materials…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75547070

ADVICE WITH INTEGRITY

ADVICE WITH INTEGRITY

educational services, namely, conducting classes, workshops, seminars, and conferences in the fields of investment, finance…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75547188

SMART ABOUT GROWTH. CAREFUL ABOUT TAXES.

SMART ABOUT GROWTH. CAREFUL ABOUT TAXES.

mutual fund investment services
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75547189

ADVICE WITH INTEGRITY

ADVICE WITH INTEGRITY

Investment advice [ and investment management ] in the fields of financial securities, stocks, bonds, mutual funds, money…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75547190

THE SCHWAB INVESTOR

THE SCHWAB INVESTOR

periodical publications, namely, newsletters in the field of investing, finance, financial planning, investment strategy…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75551222

SCHWAB ACCESS

SCHWAB ACCESS

SECURITIES BROKERAGE ACCOUNT SERVICES THAT FEATURE A MONEY MARKET FUND FEATURE FOR CASH BETWEEN INVESTMENTS AND ELECTRONIC…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75552387

SCHWAB CENTER FOR INVESTMENT RESEARCH

SCHWAB CENTER FOR INVESTMENT RESEARCH

periodical publications in the fields of investing, finance, financial planning, and investment strategy
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75556477

SCHWAB CENTER FOR INVESTMENT RESEARCH

SCHWAB CENTER FOR INVESTMENT RESEARCH

FINANCIAL INFORMATION PROVIDED BY ELECTRONIC MEANS IN THE FIELDS OF INVESTING, FINANCE, FINANCIAL PLANNING AND INVESTMENT…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75556479

SCHWABUNIVERSAL

SCHWABUNIVERSAL

insurance brokerage services; providing information in the fields of insurance and investment by telephone and online means…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75576396

SCHWABTERM

SCHWABTERM

insurance brokerage services; providing information in the fields of insurance and investment by telephone and online means…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75576398

FULL SERVICE WEB INVESTING FROM CHARLESSCHWAB

FULL SERVICE WEB INVESTING FROM CHARLESSCHWAB

brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75581655

MKT MARKET KNOWLEDGE TOOLS FOR INVESTMENT MANAGERS

MKT MARKET KNOWLEDGE TOOLS FOR INVESTMENT MANAGERS

periodical publications, namely, booklets, brochures, pamphlets, printed reports, research reports, and leaflets, in the…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75581944

IPS INVESTMENT POLICY STATEMENT TOOLKIT

IPS INVESTMENT POLICY STATEMENT TOOLKIT

COMPUTER SOFTWARE FOR USE BY RETIREMENT PLAN SPONSORS AND ADMINISTRATORS TO CUSTOMIZE AND DOCUMENT THE CREATION AND MAINTENANCE…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75581945

FULL SERVICE ELECTRONIC INVESTING FROM CHARLES SCHWAB

FULL SERVICE ELECTRONIC INVESTING FROM CHARLES SCHWAB

brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75581991

SCHWAB TRUST ADVANTAGE PROGRAM

SCHWAB TRUST ADVANTAGE PROGRAM

financial services, namely, mutual fund investment services
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75587533

SCHWABCHOICE

SCHWABCHOICE

financial services, namely mutual fund investment services
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75590912

SCHWAB SIGNATURE PLATINUM

SCHWAB SIGNATURE PLATINUM

Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities,…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75602210

SCHWAB SIGNATURE SERVICES GOLD

SCHWAB SIGNATURE SERVICES GOLD

Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities,…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75602217

SCHWAB SIGNATURE

SCHWAB SIGNATURE

Brokerage services in the fields of financial securities and mutual funds; investment services in the fields of financial…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75602218

FULL SERVICE INVESTING FOR TODAY'S INVESTOR

FULL SERVICE INVESTING FOR TODAY'S INVESTOR

BROKERAGE SERVICES IN THE FIELDS OF FINANCIAL SECURITIES, STOCKS, BONDS, MONEY MARKET FUNDS, MUTUAL FUNDS, COMMODITIES,…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75602219

THE WAY IT SHOULD BE

THE WAY IT SHOULD BE

brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds commodities, futures…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75602220

INVESTING THE WAY IT SHOULD BE

INVESTING THE WAY IT SHOULD BE

brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities,…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75602221

SCHWAB SIGNATURE SERVICES PLATINUM

SCHWAB SIGNATURE SERVICES PLATINUM

Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities,…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75602222

SCHWAB SIGNATURE SERVICES

SCHWAB SIGNATURE SERVICES

Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities,…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75602223

SCHWAB SIGNATURE GOLD

SCHWAB SIGNATURE GOLD

brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities,…
Owned by: CHARLES SCHWAB & CO., INC.
Serial Number: 75602224