2nd Quarter - Report

FMR LLC for FMR LLC

Firm
Client
Income
—
Expenses
$810,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Financial Institutions/Investments/Securities FIN

equity market structure and trading regulation; fixed income market structure; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, To amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; Environmental, Social, and Governance (ESG) regulation; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; open-end fund liquidity

LobbyistCovered position, as disclosed
KRISTY CROUSHORE —
JAMES F FEBEO —
JASON GOGGINS —
ALICE JOE —
SCOTT ORR —
ANDREW VERMILYE —

Contacted: Consumer Financial Protection Bureau (CFPB); HOUSE OF REPRESENTATIVES; SENATE; White House Office; Labor, Dept of (DOL); Securities & Exchange Commission (SEC); Commodity Futures Trading Commission (CFTC); Treasury, Dept of

Bills named: H.R. 1996 (118th), S. 910 (118th), H.R. 1807 (118th), H.R. 4237 (118th), H.R. 3812 (118th)

Retirement RET

investment advice regulation; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, To amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; Environmental, Social, and Governance (ESG) regulation; retirement policy; retirement savings enhancements; auto-portability; ERISA plan investment options, including relevant provisions of S. 427, The Financial Freedom Act of 2023; technical corrections and guidance for the Securing a Strong Retirement Act of 2022; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023

LobbyistCovered position, as disclosed
KRISTY CROUSHORE —
JAMES F FEBEO —
JASON GOGGINS —
ALICE JOE —
SCOTT ORR —
ANDREW VERMILYE —

Contacted: Internal Revenue Service (IRS); Labor, Dept of (DOL); SENATE; White House Office; HOUSE OF REPRESENTATIVES; Treasury, Dept of

Bills named: H.R. 1807 (118th), H.R. 4237 (118th), S. 427 (118th)

Taxation/Internal Revenue Code TAX

student debt repayment tax incentives

LobbyistCovered position, as disclosed
JAMES F FEBEO —
ANDREW VERMILYE —

Contacted: HOUSE OF REPRESENTATIVES; 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.