X0202 4 2006-01-27 0 0001299688 optionsXpress Holdings, Inc. OXPS 0001018062 EVANS BRUCE R C/O SUMMIT PARTNERS 222 BERKELEY STREET, 18TH FLOOR BOSTON MA 02116 1 0 0 1 Indirect GP of 10% Owner 0001018059 KORTSCHAK WALTER G C/O SUMMIT PARTNERS 222 BERKELEY STREET, 18TH FLOOR BOSTON MA 02116 0 0 0 1 Indirect GP of 10% Owner 0001018057 ROBERTS THOMAS S C/O SUMMIT PARTNERS 222 BERKELEY STREET, 18TH FLOOR BOSTON MA 02116 0 0 0 1 Indirect GP of 10% Owner 0001018056 STAMPS E ROE IV C/O SUMMIT PARTNERS 222 BERKELEY STREET, 18TH FLOOR BOSTON MA 02116 0 0 0 1 Indirect GP of 10% Owner 0001255674 TRUSTEY JOSEPH F C/O SUMMIT PARTNERS 222 BERKELEY STREET, 18TH FLOOR BOSTON MA 02116 0 0 0 1 Indirect GP of 10% Owner 0001018073 WOODSUM STEPHEN G C/O SUMMIT PARTNERS 222 BERKELEY STREET, 18TH FLOOR BOSTON MA 02116 0 0 0 1 Indirect GP of 10% Owner 0001018068 AVIS GREGORY M C/O SUMMIT PARTNERS 222 BERKELEY STREET, 18TH FLOOR BOSTON MA 02116 0 0 0 1 Indirect GP of 10% Owner 0001239366 CHUNG PETER Y C/O SUMMIT PARTNERS 222 BERKELEY STREET, 18TH FLOOR BOSTON MA 02116 0 0 0 1 Indirect GP of 10% Owner 0001018067 MANNION MARTIN J C/O SUMMIT PARTNERS 222 BERKELEY STREET, 18TH FLOOR BOSTON MA 02116 0 0 0 1 Indirect GP of 10% Owner Common Stock 2006-01-27 4 J 0 4500000 D 6664113 I Indirect GP of 10% Owner Common Stock 2006-01-27 4 J 0 1047766 A 1047766 I Indirect GP of 10% Owner Common Stock 2006-01-27 4 G 0 1047766 D 0 I Held by Trust Distribution to partners. Held in the name of Summit Ventures VI-A, L.P., Summit Ventures VI-B, L.P., Summit VI Advisors Fund, L.P., Summit VI Entrepreneurs Fund, L.P., and Summit Investors VI, L.P. Not applicable. Robin W. Devereux, Power of Attorney for Bruce R. Evans 2006-01-27 Robin W. Devereux, Power of Attorney for Walter G. Kortschak 2006-01-27 Robin W. Devereux, Power of Attorney for Thomas S. Roberts 2006-01-27 Robin W. Devereux, Power of Attorney for E. Roe Stamps, IV 2006-01-27 Robin W. Devereux, Power of Attorney for Joseph F. Trustey 2006-01-27 Robin W. Devereux, Power of Attorney for Stephen G. Woodsum 2006-01-27 Robin W. Devereux, Power of Attorney for Gregory M. Avis 2006-01-27 Robin W. Devereux, Power of Attorney for Peter Y. Chung 2006-01-27 Robin W. Devereux, Power of Attorney for Martin J. Mannion 2006-01-27