3rd Quarter - Report — MINDSET ADVOCACY, LLC for BETTERMENT LLC (2025)

Firm

MINDSET ADVOCACY, LLC

Client

BETTERMENT LLC

Income

$30,000

Expenses

—

What was lobbied

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

Financial Institutions/Investments/Securities FIN

Issues related to financial services and retirement savings

Lobbyist	Covered position, as disclosed
REBECCA ALCORN	Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers
KENDRA KOSKO ISAACSON	Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
SCOTT SHEWCRAFT	Chief of Staff, Rep. Bill Foster

Contacted: SENATE; Labor, Dept of (DOL); Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES

Retirement RET

Issues related to financial services and retirement savings

Lobbyist	Covered position, as disclosed
REBECCA ALCORN	Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers
KENDRA KOSKO ISAACSON	Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
SCOTT SHEWCRAFT	Chief of Staff, Rep. Bill Foster

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Securities & Exchange Commission (SEC)

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.