2nd Quarter - Report

FMR LLC for FMR LLC

Firm
Client
Income
—
Expenses
$760,000
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.

Retirement RET

Retirement policy; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; auto-portability.

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

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

Bills named: S. 3815 (118th), H.R. 1807 (118th), H.R. 2799 (118th)

Taxation/Internal Revenue Code TAX

Retirement savings tax incentives; tax reform legislation; health savings accounts; student debt repayment tax incentives.

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

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

Financial Institutions/Investments/Securities FIN

Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2025; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2024; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2024; open-end fund liquidity; predictive data analytics proposal.

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

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

Bills named: H.R. 3812 (118th), H.R. 4763 (118th), S. 3601 (118th), S. 3815 (118th), H.R. 2799 (118th), H.R. 1807 (118th), H.R. 4766 (118th)

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.