Mark: EMERALD MEDICARE™ Types: Standard-character + Design (Special Form) Class: 36 First Use: May 30, 2017 Owner: Emerald IP Holdings, LLC Key Phrases: EMERALD MEDICARE; TAKING THE MYSTERY OUT OF MEDICARE Filing Basis: 1(a) Use Color Claim: None Disclaimers: MEDICARE; TAKING THE MYSTERY OUT OF MEDICARE Specimen Plan: Website screenshot Purpose: Medicare advisory brand within the Emerald vertical family DETAILS: 1. Mark Name EMERALD MEDICARE™ Unified submission includes: • Standard-Character Mark • Logo / Special Form Mark Both marks are associated with the same goods/services and the same first-use dates. 2. Mark Format A) Standard-Character (Word Mark) Literal Element: EMERALD MEDICARE B) Special Form (Design + Words) 3. Literal Elements • EMERALD MEDICARE • TAKING THE MYSTERY OUT OF MEDICARE 4. Color Claim Color is not claimed as a feature of the mark. 5. USPTO Disclaimer No claim is made to the exclusive right to use “MEDICARE” apart from the mark as shown. 6. Description of the Mark The mark consists of a stylized “E” inside a square to the left of the stacked wording “EMERALD MEDICARE” in large, bold lettering. Centered beneath this wording is the phrase “TAKING THE MYSTERY OUT OF MEDICARE” in smaller capital letters, with the word “MYSTERY” presented in bold. Color is not claimed as a feature of the mark. 7. Goods / Services Identification (Class 36 Only) This is the correct and legally narrow language for Medicare insurance services: International Class 36. Insurance consultation services in the field of Medicare coverage selection, Medicare plan comparison, Medicare enrollment support, Medicare Advantage and Medicare Supplement analysis, and related advisory services. 8. First Use Dates • First Use Anywhere: May 30, 2017 • First Use in Commerce: May 30, 2017 9. Specimen Strategy, Pending (1(a) Filing) For the special-form mark AND the word mark, A screenshot of www.emeraldmedicare.com showing the EMERALD MEDICARE logo and the offer of Medicare plan consultation services. 10. Filing Intent Summary This submission includes both the standard-character mark (EMERALD MEDICARE) and the Special Form (design) mark. Both will ultimately be filed with the USPTO under Section 1(a) (use in commerce) after the formation of Emerald IP Holdings, LLC. Filing both forms together allows for comprehensive review and positioning by InstantIP before they are separated for TEAS submissions. The design mark will be filed first, followed by the standard-character mark. 11. Intended Owner Emerald IP Holdings, LLC, 100% owned and controlled by Matthew Clement 12. Supplemental Context The EMERALD MEDICARE™ mark represents the firm’s dedicated Medicare advisory brand. It covers plan selection, enrollment assistance, IRMAA education, Medicare Advantage vs Medigap comparison, and integration with retirement planning. This is presently part of a larger Emerald brand family including EMERALD RETIREMENT™ and others. This filing focuses strictly on Medicare insurance advisory services and will be filed only in Class 36.