2nd Quarter - Report

BLACKROCK FUNDS SERVICES GROUP, LLC for BLACKROCK FUNDS SERVICES GROUP LLC

Period 2nd Quarter 2025 Filed Jul 21, 2025 Signed by Bryan Wood

Official filing
Firm
BLACKROCK FUNDS SERVICES GROUP, LLC
Client
BLACKROCK FUNDS SERVICES GROUP LLC
Income
—
Expenses
$810,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Banking BAN

Financial Stability Issues Outbound Investment Investment manager passivity requirements Fed/FDIC/OCC long-term debt proposal Regulation O

LobbyistCovered position, as disclosed
BENJAMIN CANTRELL CANTRELL —
MATT VANKUIKEN —
BRYAN WOOD —

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Federal Reserve System; Executive Office of the President (EOP); Office of the Comptroller of the Currency (OCC); Commodity Futures Trading Commission (CFTC); Securities & Exchange Commission (SEC); Federal Deposit Insurance Corporation (FDIC); Treasury, Dept of; Federal Energy Regulatory Commission (FERC)

Financial Institutions/Investments/Securities FIN

Infrastructure Investment Financial Stability Issues Stewardship Investment manager passivity requirements Exchange Traded Products Sustainability Disclosure Rule 15c2-11 Money Market Fund Reform U.S. Treasury Market Structure Proxy Process Secure 2.0 Digital Assets Equity Market Structure Central Counter Party Risk Swap Block Sizes Uncleared Margin Rules SEC Outsourcing Proposal SEC Open-End Fund Liquidity Risk Management and Swing Pricing Proposal SEC Safeguarding/Custody Rule SEC Predictive Data Analytics Outbound Investment General briefings on compliance with applicable federal law Accredited Investor Status for IRA investments SEC Rule 3b-16, Reg ATS/Definition of Exchange SEC Treasury Clearing Rule SEC Dealer Definition Rule Private Credit Regulation FERC blanket authorization AI Basel III/GSIB Capital Rules CFTC 1.25 Proposal Closed-end funds QPAM Fed/FDIC/OCC long-term debt proposal Common ownership ETF share class Stablecoin legislation Crypto regulation Tokenization Access to private investments Private assets in defined contribution (DC) plans Acquired fund fees and expenses (AFFE) SEC Rule 206(4)-5 E-Delivery legislation

LobbyistCovered position, as disclosed
BENJAMIN CANTRELL CANTRELL —
MATT VANKUIKEN —
BRYAN WOOD —

Contacted: SENATE; Federal Energy Regulatory Commission (FERC); Federal Deposit Insurance Corporation (FDIC); Federal Reserve System; Executive Office of the President (EOP); Treasury, Dept of; Federal Trade Commission (FTC); Office of the Comptroller of the Currency (OCC); HOUSE OF REPRESENTATIVES; Government Accountability Office (GAO); Labor, Dept of (DOL); Commodity Futures Trading Commission (CFTC); Securities & Exchange Commission (SEC)

Retirement RET

DOL fiduciary proposal 403(b) investment parity Secure 2.0 QPAM Child Savings Accounts/ Early Wealth Building/ Trump + MAGA Accounts Access Issues Emergency Savings Accounts Retirement Tax Advantage Private assets in DC plans Social Security Solvency Defined Benefit Plan Solvency Decumulation and Lifetime Income

LobbyistCovered position, as disclosed
BENJAMIN CANTRELL CANTRELL —
MATT VANKUIKEN —
BRYAN WOOD —

Contacted: Government Accountability Office (GAO); SENATE; Labor, Dept of (DOL); Treasury, Dept of; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES

Taxation/Internal Revenue Code TAX

Repeal of 852b6 Accredited Investor Status for IRA investments Taxation of digital assets Proposed Section 899 BEAT (Base Erosion Adjustment Tax) 162m Stock buybacks Endowments Tax Private Foundations Tax Clean Energy Tax

LobbyistCovered position, as disclosed
BENJAMIN CANTRELL CANTRELL —
MATT VANKUIKEN —
BRYAN WOOD —

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

Computer Industry CPI

Infrastructure Data Management Artificial Intelligence

LobbyistCovered position, as disclosed
BENJAMIN CANTRELL CANTRELL —
MATT VANKUIKEN —
BRYAN WOOD —

Contacted: Executive Office of the President (EOP); Securities & Exchange Commission (SEC); Treasury, Dept of; Commerce, Dept of (DOC); Transportation, Dept of (DOT); SENATE; Energy, Dept of; HOUSE OF REPRESENTATIVES

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.