X0202 4 2005-07-26 0 0001299688 optionsXpress Holdings, Inc. OXPS 0000830588 SUMMIT PARTNERS L P 222 BERKELEY STREET 18TH FLOOR BOSTON MA 02116 0 0 0 1 Mang Mbr of GP of 10% Owner 0001258825 SUMMIT PARTNERS VI GP LLC 222 BERKELEY STREET 18TH FLOOR BOSTON MA 02116 0 0 0 1 Indirect GP of 10% Owner 0001258826 SUMMIT PARTNERS VI GP LP 222 BERKELEY STREET 18TH FLOOR BOSTON MA 02116 0 0 0 1 GP of 10% Owner 0001255670 COLLINS SCOTT C C/O SUMMIT PARTNERS 222 BERKELEY STREET, 18TH FLOOR BOSTON MA 02116 0 0 0 1 Indirect GP of 10% Owner 0001255672 MOHAN KEVIN P C/O SUMMIT PARTNERS 222 BERKELEY STREET, 18TH FLOOR BOSTON MA 02116 0 0 0 1 Indirect GP of 10% Owner Common Stock 2005-07-26 4 J 0 1615000 D 11164113 I Indirect GP of 10% Owner Common Stock 2005-07-26 4 J 0 61803 A 61803 I Indirect GP of 10% Owner Common Stock 2005-07-26 4 G 0 61803 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. Summit Partners, L.P., by Summit Master Company, LLC, Its General Partner, by Robin W. Devereux, Power of Attorney for Martin J. Mannion, Member 2005-07-26 Summit Partners VI (GP), LLC, by Robin W. Devereux, Power of Attorney for Martin J. Mannion, Member 2005-07-26 Summit Partners VI (GP), L.P., by Summit Partners VI (GP), LLC, Its General Partner, by Robin W. Devereux, Power of Attorney for Martin J. Mannion, Member 2005-07-26 Robin W. Devereux, Power of Attorney for Scott C. Collins 2005-07-26 Robin W. Devereux, Power of Attorney for Kevin P. Mohan 2005-07-26