3rd Quarter - Report

FMR LLC for FMR LLC

Firm
Client
Income
—
Expenses
$600,000
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

E-delivery; digital assets, including the relevant provisions of H.R. 3633, the Digital Asset Market Clarity Act; escheatment, including the relevant provisions of H.R. 8338, the Safeguarding Americans' Fairly Earned Retirement Act of 2026 or the SAFER Act of 2026; asset management regulation.

LobbyistCovered position, as disclosed
KRISTY CROUSHORE —
JASON GOGGINS —
ALICE JOE —
ANDREW VERMILYE —

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Securities & Exchange Commission (SEC)

Bills named: H.R. 8338 (119th), H.R. 3633 (119th)

Retirement RET

Retirement savings enhancements; retirement policy; TrumpIRA.gov; Trump Accounts (530A); e-delivery.

LobbyistCovered position, as disclosed
KRISTY CROUSHORE —
JASON GOGGINS —
ALICE JOE —
ANDREW VERMILYE —

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

Taxation/Internal Revenue Code TAX

Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.

LobbyistCovered position, as disclosed
KRISTY CROUSHORE —
JASON GOGGINS —
ALICE JOE —
ANDREW VERMILYE —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 2089 (119th), H.R. 9172 (119th), H.R. 9174 (119th), H.R. 8899 (119th), H.R. 9173 (119th), H.R. 9175 (119th), S. 5616 (119th), H.R. 9178 (119th), H.R. 10357 (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.