4th Quarter - Report — M FINANCIAL for M FINANCIAL (2024)

Firm

M FINANCIAL

Client

M FINANCIAL

Income

—

Expenses

$50,000

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.

Insurance INS

General Issues pertaining to Life Insurance US S. 3367: Billionaires Income Tax Act US S. 1706: Main Street Tax Certainty Act US H.R. 4721: Main Street Tax Certainty Act US S. 1178: For the 99.5 Percent Act US H.R. 2676: For the 99.5 Percent Act

Lobbyist	Covered position, as disclosed
JOSHUA CARON	—

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: S. 3367 (118th), S. 1706 (118th), H.R. 2676 (118th), S. 1178 (118th), H.R. 4721 (118th)

Financial Institutions/Investments/Securities FIN

General Issues Related to Financial Services

Lobbyist	Covered position, as disclosed
JOSHUA CARON	—

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Labor Issues/Antitrust/Workplace LBR

Department of Labor Fiduciary Rule

Lobbyist	Covered position, as disclosed
JOSHUA CARON	—

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