2nd Quarter - Report

INVESTMENT COMPANY INSTITUTE for INVESTMENT COMPANY INSTITUTE

Firm
Client
Income
—
Expenses
$1,280,000
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

S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2246, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Investment Company Act of 1940 modernization

LobbyistCovered position, as disclosed
PETER J GUNAS —
CHRISTOPHER HOPPER —
LORI KEARNS —
CYNTHIA PULLOM —
THOMAS QUAADMAN New Chief of Staff, Representative Vito Fossella, Jr.
KRISTIN SOLHEIM —
WYATT STEWART —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 2225 (119th), H.R. 3959 (119th), H.R. 2246 (119th), H.R. 3682 (119th), S. 1808 (119th), H.R. 1013 (119th), H.R. 2441 (119th), S. 1053 (119th), H.R. 3383 (119th), S. 424 (119th), S. 1877 (119th)

Retirement RET

S. 928, Protecting Americans Retirement Savings Act S. 1707, Helping Young Americans Save for Retirement Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2988, Protecting Prudent Investment of Retirement Savings Act DOL Guidance on Holding Cryptocurrency in 401(k) Plans ERISA litigation reform and pleading standards

LobbyistCovered position, as disclosed
ELENA CHISM —
PETER J GUNAS —
LORI KEARNS —
THOMAS QUAADMAN New Chief of Staff, Representative Vito Fossella, Jr.

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

Bills named: S. 928 (119th), H.R. 2988 (119th), S. 1707 (119th), H.R. 2869 (119th)

Taxation/Internal Revenue Code TAX

S. 989, Precious Metals Parity Act S. 1526, Retirement Savings for Americans Act of 2025 S. 1718, Invest America Act S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 2852, Expanded Student Savers Tax Credit Act Australia Public Country-by-Country Reporting IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions

LobbyistCovered position, as disclosed
ELENA CHISM —
ANDREW GOLDENBAUM —
PETER J GUNAS —
CHRISTOPHER HOPPER —
LORI KEARNS —
THOMAS QUAADMAN New Chief of Staff, Representative Vito Fossella, Jr.
KRISTIN SOLHEIM —
WYATT STEWART —

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

Bills named: S. 989 (119th), S. 1526 (119th), H.R. 2089 (119th), H.R. 2852 (119th), S. 1839 (119th), S. 1718 (119th), H.R. 2696 (119th)

Budget/Appropriations BUD

H.R. 1, One Big Beautiful Bill Act (Section 899, Trump Accounts, 199A/BDCs, remittance tax)

LobbyistCovered position, as disclosed
ELENA CHISM —
ANDREW GOLDENBAUM —
PETER J GUNAS —
CHRISTOPHER HOPPER —
LORI KEARNS —
THOMAS QUAADMAN New Chief of Staff, Representative Vito Fossella, Jr.
WYATT STEWART —

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

Bills named: H.R. 1 (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.