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Trademark Assignment Assignee Details

Assignee Name : TAXACT, INC.

Total Assignments: 6

Assignment: 1

Reel/Frame:	5086/0841	View Recorded Assignment		Pages:	4
		Recorded:	08/07/2013
Attorney Dkt #:	28096.4000.0000.GX81
Conveyance:	CHANGE OF NAME

Assignor

2ND STORY SOFTWARE, INC.

Exec Dt:	07/12/2013
Entity Type:	CORPORATION
Citizenship:	IOWA

Assignee

TAXACT, INC.

1425 60TH STREET NE, SUITE 300

CEDAR RAPIDS, IOWA 52402

Entity Type:	CORPORATION
Citizenship:	IOWA

Properties

Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #
75571666	2394116	77366256	3596133	77572512	3740877	77578814	3815160	77588355	3667993
77611947	3773717	77611950	3764671	78695693	3138631	78695721	3141614	85419009	4140501
85451696	4329023

Correspondence name and address
	HEIDI L. SACHS, PERKINS COIE LLP
	1201 THIRD AVENUE, SUITE 4900
	SEATTLE, WA 98101

Assignment: 2

Reel/Frame:	5751/0312	View Recorded Assignment		Pages:	5
		Recorded:	03/15/2016
Attorney Dkt #:	28096.1609
Conveyance:	RELEASE OF SECURITY INTEREST

Assignor

WELLS FARGO BANK

Exec Dt:	12/31/2015
Entity Type:	NATIONAL BANKING ASSOCIATION
Citizenship:	UNITED STATES

Assignee

TAXACT, INC.

1425 60TH STREET NE, NO. 300

CEDAR RAPIDS, IOWA 52402

Entity Type:	CORPORATION
Citizenship:	IOWA

Properties

Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #
75571638	2346130	75571666	2394116	77366256	3596133	77572512	3740877	77578814	3815160
77588355	3667993	77611947	3773717	77611950	3764671	78695693	3138631	78695721	3141614
85419009	4140501	85451696	4329023

Correspondence name and address
	SETH REAGAN, PERKINS COIE LLP
	1201 THIRD AVENUE, SUITE 4900
	SEATTLE, WA 98101

Assignment: 3

Reel/Frame:	7926/0056	View Recorded Assignment		Pages:	8
		Recorded:	12/20/2022
Conveyance:	PARTIAL RELEASE OF SECURITY INTEREST IN SECURITY AGREEMENT RECORDED AT REEL 6990 AND FRAME 0977

Assignor

JPMORGAN CHASE BANK, N.A.

Exec Dt:	12/19/2022
Entity Type:	BANKING CORPORATION
Citizenship:	UNITED STATES

Assignee

TAXACT, INC.

3200 OLYMPUS BLVD, SUITE 100

DALLAS, TEXAS 75019

Entity Type:	CORPORATION
Citizenship:	IOWA

Properties

	Ser. #	Reg. #		Ser. #	Reg. #		Ser. #	Reg. #
	88766989	6118372		88829929	6119077		88829970	6119078

Correspondence name and address
	CT CORPORATION
	4400 EASTON COMMONS WAY
	SUITE 125
	COLUMBUS, OH 43219

Assignment: 4

Reel/Frame:	7931/0313	View Recorded Assignment		Pages:	8
		Recorded:	12/20/2022
Conveyance:	PARTIAL RELEASE OF SECURITY INTEREST (REEL 6639 AND FRAME 0577)

Assignor

JPMORGAN CHASE BANK, N.A.

Exec Dt:	12/19/2022
Entity Type:	BANKING CORPORATION
Citizenship:	UNITED STATES

Assignee

TAXACT, INC.

3200 OLYMPUS BLVD, SUITE 100

DALLAS, TEXAS 75019

Entity Type:	CORPORATION
Citizenship:	IOWA

Properties

Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #
75571666	2394116	77588355	3667993	77611947	3773717	78695693	3138631	78695721	3141614
86715278	5187281	86715287	5187282

Correspondence name and address
	CT CORPORATION
	4400 EASTON COMMONS WAY
	SUITE 125
	COLUMBUS, OH 43219

Assignment: 5

Reel/Frame:	8272/0293	View Recorded Assignment		Pages:	8
		Recorded:	11/29/2023
Conveyance:	RELEASE OF SECURITY INTEREST FILED ON MAY 22, 2017 AT REEL/FRAME 6065/0540

Assignor

JPMORGAN CHASE BANK, N.A.

Exec Dt:	11/27/2023
Entity Type:	NATIONAL ASSOCIATION
Citizenship:	UNITED STATES

Assignees

AVANTAX, INC. (F/K/A BLUCORA, INC.)

3200 OLYMPUS BLVD, SUITE 100

DALLAS, TEXAS 75019

Entity Type:	CORPORATION
Citizenship:	DELAWARE

TAXACT, INC.

3200 OLYMPUS BLVD, SUITE 100

DALLAS, TEXAS 75019

Entity Type:	CORPORATION
Citizenship:	IOWA

AVANTAX WEALTH MANAGEMENT, INC. (F/K/A H.D. VEST, INC.)

3200 OLYMPUS BLVD, SUITE 100

DALLAS, TEXAS 75019

Entity Type:	CORPORATION
Citizenship:	TEXAS

Properties

Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #
75025932	2047321	75883958	2415760	75884012	2561056	75884475	2415762	75914249	2431408
77429724	3671163	77572512	3740877	77611950	3764671	85419009	4140501	85451696	4329023
85556889	4393223	85578791	4498626	85738227	4790938	85796937	4476961	86086189	4702224
86149491	4648020	86239001	4725216	86314466	4758756	86416324	4868095	86529660	5010645
86715283	NONE	87295382	5351985	87295390	NONE

Correspondence name and address
	CT CORPORATION
	4400 EASTON COMMONS WAY
	SUITE 125
	COLUMBUS, OH 43219

Assignment: 6

Reel/Frame:	8272/0326	View Recorded Assignment		Pages:	8
		Recorded:	11/29/2023
Conveyance:	RELEASE OF SECURITY INTEREST FILED ON MAY 08, 2019 AT REEL/FRAME 6639/0577

Assignor

JPMORGAN CHASE BANK, N.A.

Exec Dt:	11/27/2023
Entity Type:	NATIONAL ASSOCIATION
Citizenship:	UNITED STATES

Assignees

AVANTAX, INC. (F/K/A BLUCORA, INC.)

3200 OLYMPUS BLVD, SUITE 100

DALLAS, TEXAS 75019

Entity Type:	CORPORATION
Citizenship:	DELAWARE

TAXACT, INC.

3200 OLYMPUS BLVD, SUITE 100

DALLAS, TEXAS 75019

Entity Type:	CORPORATION
Citizenship:	IOWA

AVANTAX WEALTH MANAGEMENT, INC. (F/K/A H.D. VEST, INC.)

3200 OLYMPUS BLVD, SUITE 100

DALLAS, TEXAS 75019

Entity Type:	CORPORATION
Citizenship:	TEXAS

Properties

Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #
75025932	2047321	75883958	2415760	75884012	2561056	75884475	2415762	75914249	2431408
77429724	3671163	77572512	3740877	77611950	3764671	85419009	4140501	85451696	4329023
85556889	4393223	85578791	4498626	85738227	4790938	85796937	4476961	86086189	4702224
86149491	4648020	86239001	4725216	86314466	4758756	86416324	4868095	86529660	5010645
86715283	NONE	87295382	5351985	87295390	NONE

Correspondence name and address
	CT CORPORATION
	4400 EASTON COMMONS WAY
	SUITE 125
	COLUMBUS, OH 43219

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