2nd Quarter - Report

FMR LLC for FMR LLC

Firm
Client
Income
—
Expenses
$660,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

3 issue areas, each in the filer's own words, with who lobbied on it and where.

Financial Institutions/Investments/Securities FIN

Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, S.1877, the Improving Disclosure for Investors Act of 2025, and H.R.3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; digital assets, including the relevant provisions of S.3755, the Digital Commodity Intermediaries Act; escheatment, including the relevant provisions of H.R.8338, the Safeguarding Americans' Fairly Earned Retirement Act of 2026; systemic risk regulation; asset management regulation; Trump Accounts (530A).

LobbyistCovered position, as disclosed
KRISTY CROUSHORE —
JASON GOGGINS —
ALICE JOE —
ANDREW VERMILYE —

Contacted: HOUSE OF REPRESENTATIVES; Office of the Comptroller of the Currency (OCC); SENATE; Securities & Exchange Commission (SEC); Treasury, Dept of

Bills named: S. 3755 (119th), S. 1877 (119th), H.R. 3682 (119th), H.R. 3383 (119th), S. 3578 (119th), H.R. 2441 (119th), H.R. 8338 (119th)

Retirement RET

Retirement savings enhancements; retirement policy; Trump IRAs; retirement savings tax incentives.

LobbyistCovered position, as disclosed
KRISTY CROUSHORE —
JASON GOGGINS —
ALICE JOE —
ANDREW VERMILYE —

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Treasury, Dept of

Taxation/Internal Revenue Code TAX

Digital asset taxation, including the relevant provisions of H.R.8899, the Digital Asset Protection, Accountability, Regulation, Innovation, Taxation, and Yields Act; tax treatment of financial products, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.

LobbyistCovered position, as disclosed
KRISTY CROUSHORE —
JASON GOGGINS —
ALICE JOE —
ANDREW VERMILYE —

Contacted: SENATE; Treasury, Dept of; HOUSE OF REPRESENTATIVES

Bills named: H.R. 8899 (119th), S. 1839 (119th), H.R. 2089 (119th)

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.