4th Quarter - Report

MANAGED FUNDS ASSOCIATION for MANAGED FUNDS ASSOCIATION

Firm
Client
Income
—
Expenses
$1,270,000
Expense method
C: businesses, Internal Revenue Code section 162(e)

What was lobbied

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

Financial Institutions/Investments/Securities FIN

H.R. 1968, Full-Year Continuing Appropriations and Extensions Act, 2025 H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.

LobbyistCovered position, as disclosed
JILLIEN WILLIAMS FLORES —
JENNIFER GAYLE GLAVIN —
ERIK L. JOHNSON —
GEORGETTE PERROS SIERRA —
JOHN VAN ETTEN —

Contacted: Treasury, Dept of; Federal Reserve System; HOUSE OF REPRESENTATIVES; SENATE; Securities & Exchange Commission (SEC)

Bills named: S. 1582 (119th), S. 1053 (119th), H.R. 3383 (119th), S. 3578 (119th), H.R. 3682 (119th), S. 2296 (119th), H.R. 1968 (119th), H.R. 6161 (119th), H.R. 5748 (119th), H.R. 2246 (119th), H.R. 3633 (119th), H.R. 3838 (119th)

Taxation/Internal Revenue Code TAX

H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest. P.L. 119-21, One Big Beautiful Bill Act.

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.Con.Res. 14 (119th), S. 445 (119th), H.R. 1091 (119th)

Agriculture AGR

H.R. 5166, Financial Services and General Government Appropriations Act, 2026 Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Protection for sensitive and proprietary data.

LobbyistCovered position, as disclosed
JILLIEN WILLIAMS FLORES —
JENNIFER GAYLE GLAVIN —
ERIK L. JOHNSON —
GEORGETTE PERROS SIERRA —
JOHN VAN ETTEN —

Contacted: SENATE; Commodity Futures Trading Commission (CFTC); HOUSE OF REPRESENTATIVES

Bills named: H.R. 5166 (119th)

Retirement RET

ERISA plan access to alternatives.

LobbyistCovered position, as disclosed
JILLIEN WILLIAMS FLORES —
JENNIFER GAYLE GLAVIN —
ERIK L. JOHNSON —
GEORGETTE PERROS SIERRA —
JOHN VAN ETTEN —

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL)

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.