3rd Quarter - Report

MINDSET ADVOCACY, LLC for VESTWELL HOLDINGS, INC

Firm
Client
Income
$30,000
Expenses
—

What was lobbied

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

Taxation/Internal Revenue Code TAX

General retirement issues General benefits issues 529s HSAs Other savings vehicles Trump accounts Trump IRA ABLE accounts Savers Match

LobbyistCovered position, as disclosed
REBECCA ALCORN —
KENDRA KOSKO ISAACSON —
CHARLIE SCHREIBER —
SCOTT SHEWCRAFT —

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

Retirement RET

General retirement issues Trump accounts Trump IRA ABLE accounts Savers Match

LobbyistCovered position, as disclosed
REBECCA ALCORN —
KENDRA KOSKO ISAACSON —
CHARLIE SCHREIBER —
SCOTT SHEWCRAFT —

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

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.