1st Quarter - Report — M FINANCIAL for M FINANCIAL (2025)

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

S.Con.Res.7 - Senate Budget Resolution H.Con.Res.14 - House Budget Resolution S.213 - Main Street Tax Certainty Act H.R.703 - Main Street Tax Certainty Act H.R. 1301 - Death Tax Repeal Act S. 587 - Death Tax Repeal Act of 2025

Lobbyist	Covered position, as disclosed
JOSHUA CARON	—

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.Con.Res. 14 (119th), H.R. 1301 (119th), S.Con.Res. 7 (119th), S. 587 (119th), H.R. 703 (119th), S. 213 (119th)

Financial Institutions/Investments/Securities FIN

General Issues related to Life Insurance

Lobbyist	Covered position, as disclosed
JOSHUA CARON	—

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Labor Issues/Antitrust/Workplace LBR

General Issues related to Life Insurance

Lobbyist	Covered position, as disclosed
JOSHUA CARON	—

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

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.