Class 9
Downloadable electronic publications in the nature of newslettersreportsguideschartsworksheetsformsinstructional materialseducational materialspresentationsbulletinspamphletsbooklets in the fields of financesavinginvestinginvestmentsinvestment brokerageasset management; computer software for use in electronic trading of securities and portfolio management in the fields of financesavinginvestinginvestmentsinvestment brokerageasset management; computer software for use by financial services providers to prepare documents relating to the dissemination of information; computer software for use by financial services providers to conduct surveys and to assemble and manage information relating to retirement plans; computer software for managing the distribution of information about retirement plans to employees; computer software for producing printed informational materials and records in the field of retirement plans; computer software for use by businesses to manage employee compensation planning; computer software for managing investment portfolios; computer software for maintainingmanaging and reporting financial information; computer software for use by financial services providers to obtain investment transaction and account information; computer software for initiatingprocessing and tracking financial transactions; computer software for use by investment fund administrators to enter securities trading ordersto receive confirmation of such ordersto obtain price informationbalance information and other data about funds and accounts; computer software for use in obtaining access toenhancing the user's experience ofan internet web site which provides newsinformationtransaction capability and online financial services; computer software for use by retirement plan sponsors to transmit and receive account information and other information by means of an online connection; computer software for use by financial investment advisors in portfolio allocationsector analysisportfolio modeling and portfolio rebalancing
Class 16
Publications and printed matternewslettersreportsbooksguideschartsworksheetsformsinstructional materialseducational materialspresentationsbulletinspamphletsbookletspostersleaflets in the fields of financesavinginvestinginvestmentsinvestment brokerageasset management; computer software user's manuals for computer software used in the fields of financesavinginvestinginvestmentsinvestment brokerageasset management
Class 35
Providing an interactive website that provides commercial financial transaction datatransaction capabilityaccount managementfinancial reportingaccounting features and related reference information; providing reports of payroll related tax information to governmental agencies and to employers; accounting and bookkeeping services; providing business information to financial services providers by means of an internet web site in the field of business marketing; business consulting services in the field of employee compensation; consulting services in the field of marketing financial services provided to financial services providers that sell The Vanguard GroupInc.'s financial products and services; market research services rendered to financial services providers that sell The Vanguard GroupInc.'s financial products and services; marketing services rendered to members of the financial services industrycreating and designing promotional materials for use by financial services providers and assisting financial services providers that sell The Vanguard GroupInc.'s financial products and services to develop their own marketing plans and to implement their own direct mail campaignsadvertising campaigns and public relations campaigns; business marketing and direct mail consulting services in the financial field provided to financial services providers that sell The Vanguard GroupInc.'s financial products and services; providing facilities for business meetings; promoting public awareness of the need for investment planning; business outsourcing services; business outsourcing and back-office support servicesbookkeeping and administration of operational support services for investment advisors; financial records management; database management of data records containing customer and business information; data processing services; business management servicesclient account information management servicesmarketing consultation services provided to financial services providers that sell The Vanguard GroupInc's financial products and services; development of marketing strategies and concepts for use by investment advisors that sell The Vanguard GroupInc.'s financial products and services in brochuresadvertisementsweb sites and presentations; tax consultation services
Class 36
Full line of financial and investment services; house mark for providing a full range of services in the investment and financial fieldsmutual fund investment servicesexchange-traded funds investment servicesinvestment and insurance brokerageinvestment managementasset managementinvestment advice and advisory servicessecurities lendingfinancialinvestmentactuarial consultationfinancial and investment researchbankingadministration of college savings planscharitable fund raisingdonor-advised investment of funds for charitable purposesadministration of charitable giving programs offering a variety of financial investment optionsretirement planningannuities investment; providing information in the financial and investment fields; providing information in the financial and investment fields through electronic means; providing an interactive website and online computer database in the fields of investingfinancesavingfinancial planningfinancial newsfinancial informationanalysis in the fields of investingfinancefinancial planningfinancial portfolio managementfinancial decision makinginvestment researchmonitoring investment value and performance of investmentsanalyzing investment performanceevaluating asset allocationrisk tolerancefinancial alternative plans and investment time frames; administration of employee benefit plansdefined benefit plansdefined contribution plans and employee pension plans concerning insurance and finance; financial planning and investment advisory services; financialinsurance and actuarial consulting services; debit card services; check processingcheckwriting and bill payment services; assisting others with the completion of financial transactions for mutual fundsexchange-traded fundsstocksbondssecurities and equities; cash management services; electronic funds transfer and payment servicesproviding information by phone and by online means in the fields of investment account information and financial research; research in the fields of financesavinginvestinginvestmentsinvestment brokerageasset management; donor advised investment of funds for charitable purposes; charitable fund raising services; automated securities trade execution services; financial administration and investment management services rendered to non-profit organizations; financial services rendered primarily to statesmunicipalities and tax exempt organizationsproviding financial news and information and investment account information by means of the internet; life insurance and annuity services; financial risk management services; estate planningtrust and administration services
Class 41
Educational servicesworkshopsclassesseminars and conferences in the fields of investingfinancesavingbusinessfinancial planningportfolio managementretirement planningmoney managementinvestment strategyasset allocation and the distribution of course materials in connection therewith; providing webcasts in the fields of investingfinancesavingbusinessfinancial planningportfolio managementretirement planningmoney managementinvestment strategyasset allocation; providing podcasts in the fields of investingfinancesavingbusinessfinancial planningportfolio managementretirement planningmoney managementinvestment strategyasset allocation; providing online publications in the nature of newslettersreportsguideschartsworksheetsformsinstructional materialseducational materialspresentationsbulletinspamphletsbooklets in the fields of financesavinginvestinginvestmentsinvestment brokerageasset management; providing online seminars and workshops in the fields of investingfinancesavingbusinessfinancial planningportfolio managementretirement planningmoney managementinvestment strategyasset allocation; providing information in the field of financial education to financial services providers by means of an internet web site; development and dissemination of educational materials for others in the field of financial services and investing; entertainment and educational services in the nature of periodic television programs concerning financial topics