3rd Quarter - Report

M FINANCIAL for M FINANCIAL

Firm
Client
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

LobbyistCovered position, as disclosed
JOSHUA CARON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

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

Financial Institutions/Investments/Securities FIN

General Issues Related to Financial Services

LobbyistCovered position, as disclosed
JOSHUA CARON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Labor Issues/Antitrust/Workplace LBR

Department of Labor Fiduciary Rule

LobbyistCovered position, as disclosed
JOSHUA CARON —

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

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.