| 90352162 | RESULTS-BASED EXIT PLANNING | Sage Assets, LLC | 6549410 |
| 98461024 | PRIVATE PRACTICE MILLIONAIRE | Sage Assets, LLC | 8006410 |
| 90746561 | FINANCIAL FREEDOM SUMMIT | Sage Assets, LLC | 6805363 |
| 90394010 | PRACTICE MAXVALUE ASSESSMENT | Sage Assets, LLC | 6726113 |
| 90272031 | PRACTICE TRANSITION READINESS ASSESSMENT | Sage Assets, LLC | 6586518 |
| 90271976 | RESULTS-BASED TRANSITION PLANNING | Sage Assets, LLC | 6586517 |
| 88956169 | FINANCIAL BEAST | Sage Assets, LLC | 6901732 |
| 88956110 | Serial No. 88956110 | Sage Assets, LLC | 6667557 |
| 88798034 | PRACTICE EXIT & WEALTH MANAGEMENT PLAN | Sage Assets, LLC | 6224055 |
| 88029724 | FINANCIAL PROSPERITY INDEX | SAGE ASSETS, LLC | 5685528 |
| 85935033 | ANNUAL ROAD MAP RENOVATION | SAGE ASSETS, LLC | 4637950 |
| 85616745 | ECONOLOGICS | SAGE ASSETS, LLC | 4264018 |
| 85526334 | THE ECONOLOGICS ROAD MAP | SAGE ASSETS, LLC | 4326728 |
| 85384250 | Serial No. 85384250 | SAGE ASSETS, LLC | 4322825 |
| 85223087 | HOUSEHOLD CFO | SAGE ASSETS, LLC | 4321445 |
| 85223059 | HOUSEHOLD CHIEF FINANCIAL OFFICER | SAGE ASSETS, LLC | 4263110 |
| 85062509 | ECONOMETRY | SAGE ASSETS, LLC | 4050240 |
| 88029890 | HOUSEHOLD RISK INDEX | SAGE ASSETS, LLC | 5685542 |
| 88029820 | FINANCIAL PROSPERITY INDEX | SAGE ASSETS, LLC | 5685533 |
| 97766172 | FINANCIAL BEAST MODE | Sage Assets, LLC | — |
| 88237441 | PRACTICE MAXVALUE PLAN | SAGE ASSETS, LLC | 6144642 |
| 85273258 | ECONOLOGICS | SAGE ASSETS, LLC | 4226605 |
| 85797615 | Serial No. 85797615 | SAGE ASSETS, LLC | 4375652 |
| 85660679 | PRIVATE PRACTICE MILLIONAIRE | SAGE ASSETS, LLC | 4352790 |
| 85384444 | HOUSEHOLD RISK INDEX | SAGE ASSETS, LLC | 4173176 |
| 85384308 | FINANCIAL PROSPERITY INDEX | SAGE ASSETS, LLC | 4173175 |
| 86203261 | PRACTICE TRANSITION READINESS ASSESSMENT | SAGE ASSETS, LLC | 4792156 |
| 86017188 | ECONOLOGICS POWER LEAGUE | SAGE ASSETS, LLC | 4677308 |
| 86039803 | RESULTS-BASED TRANSITION PLANNING | SAGE ASSETS, LLC | 4650604 |
| 77959902 | FINANCIAL PROSPERITY INDEX | SAGE ASSETS, LLC | 3849123 |
| 85013651 | HOUSEHOLD RISK INDEX | SAGE ASSETS, LLC | 3846841 |
| 85547395 | RESULTS-BASED FINANCIAL PLANNING | SAGE ASSETS, LLC | 4259473 |