Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page

9. Check if this filing amends a previously filed version of this report

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code CPT

16. Specific lobbying issues

HR 1707 SMART ACT-to provide for an exception from infringement for certain component parts of motor vehicles

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, U.S. Copyright Office

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code INS

16. Specific lobbying issues

HR 274 To report on "all-hazards disaster insurance program" -- To require a report by the Comptroller General of the United States on a national all-hazards disaster insurance program.
Issue Climate-Related Financial Risk
Issue Diversity, Equity, and Inclusion
Issue Cybersecurity
Issue Data Privacy
Issue Role of Private Equity in Insurance
Issue Pre-Disaster Mitigation and Resiliency
HR 5689 (117th) Resilient AMERICA Act - addresses disaster resilience issues and expands coverage for hazard mitigation.
HR 482/S 188 Wildfire Emergency Act - improve Federal activities relating to wildfires
HR 906 REPAIR Act - ensure consumers have access to data, repair information, and tools, and to provide them choices for the maintenance, service, and repair of their motor vehicles
S 513 Insure Cybersecurity Act of 2023 - establish a working group on cyber insurance, to require dissemination
HR 1165 Data Privacy Act of 2023 - amend the Gramm-Leach-Bliley Act to modernize the protection of the nonpublic personal information
HR 621/S 154 PART Act - establishes requirements for motor vehicles related to catalytic converters
AFT FY24 Appropriations - FY24 Appropriations
HR 3799 CHOICE Arrangement Act -- statutory authority for regulations that allow employers to offer individual coverage health reimbursement arrangements
DRAFTFarm Bill 2023 - Farm Bill DRAFT Homeowners Defense Act - To ensure the availability and affordability of homeowners insurance coverage for catastrophic events.
HR 8152 (117th) American Data Privacy Protection Act - To provide consumers with foundational data privacy rights, create strong oversight mechanisms, and establish meaningful enforcement.
HR 1059/S 1212 SECURE Notarization Act -allows a notary public commissioned under state law to remotely notarize electronic records
HR 2923/S 1384 Living Donor Protection Act -- prohibits certain insurance carriers from discriminating against, and provides other protections for, living organ donors.
HR 3388/S 1607 Repair Abuses of MSP Payments (RAMP) Act - amend Social Security Act to permit a private cause of action for damages in the case of a group health plan which fails to provide for primary payment or appropriate reimbursement.
HR 2933 Federal Insurance Office Elimination Act -- To eliminate the Federal Insurance Office of the Department of the Treasury
S 1694 Federal Insurance Office Abolishment Act of 2023 -- To eliminate the Federal Insurance Office of the Department of the Treasury
HR 3880 PAID Act -- prohibit private passenger automobile insurers from using certain income proxies to determine insurance rates and eligibility.
HR 15/S 5 Equality Act - prohibits discrimination based on sex, sexual orientation, or gender identity with respect to businesses, employment, housing, federally funded programs
S 2061Catalytic Converter Theft Task Force Act -- task force to develop and implement strategies to deter, prevent, and combat the theft and trafficking of catalytic converters
DRAFTFinancial Services and General Government Appropriation FY24 - FSGG Appropriations

17. House(s) of Congress and Federal agencies Check if None

U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of, Homeland Security - Dept of (DHS), Securities & Exchange Commission (SEC), Federal Reserve System, U.S. Postal Service (USPS), U.S. SENATE, Federal Deposit Insurance Commission (FDIC), Federal Emergency Management Agency (FEMA), Federal Trade Commission (FTC), Housing & Urban Development - Dept of (HUD)

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code TAX

16. Specific lobbying issues

PL 115-97 Tax Cuts and Jobs Act - amendments to the IRC and other changes
PL 117-169 Inflation Reduction Act - amendments to the IRC and other changes
HR 25 Fair Tax Act - imposes a national sales tax on the use or consumption in the United States of taxable property or services in lieu of the current income taxes
S 234 New Markets Tax Credit Extension Act - makes the new markets tax credit permanent
S 866 American Innovation and Jobs Act - enhance tax benefits for research activities
HR 2811 Limit, Save, and Grow Act of 2023 - bill increases the federal debt limit and decreases spending
HR 2673/S 866American Innovation and R&D Competitiveness Act of 2023 -- eliminates the five-year amortization requirement for research and experimental expenditures
HR 3936 Tax Cuts for Working Families Act -- rename the standard deduction the guaranteed deduction, and to add a bonus amount to the guaranteed deduction
HR 3937 Small Business Jobs Act -- to promote the establishment and growth of small businesses
HR 3938 Build It In America Act --amend the Internal Revenue Code of 1986 to encourage economic growth
DRAFTOrdinary Treatment of Insurers' Debt Investments - to apply ordinary tax treatment to certain investments

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code RET

16. Specific lobbying issues

PL 117-328 Consolidated Appropriations Act, 2023 - SECURE 2.0
Issue Investment Advice Standards
Issue Davis Bacon
Issue Retirement Security
HR 1177/S 427 Financial Freedom Act of 2023 - prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in retirement accounts
HR 9462/S 5271 Retirement Savings for Americans Act -- establish the American Worker Retirement Plan
HR 2593 Senior Security Act -- establishes the Senior Investor Taskforce within the Securities and Exchange Commission
HR 2799 Expanding Access to Capital Act -- reforms to the capital markets of the United States
HR 3063 Retirement Fairness for Charities and Educational Institutions Act of 2023 -- amend the Federal securities laws to enhance 403(b) plans
HR 3942 Lifetime Income for Employees (LIFE) Act -- amend the Employee Retirement Income Security Act of 1974 to permit default investment arrangements in annuities
HR 4237 Ensuring Sound Guidance Act -- amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors
DRAFT SECURE 2.0 Technical Corrections - Changes and corrections to SECURE 2.0

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Labor - Dept of (DOL), Securities & Exchange Commission (SEC)

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code HCR

16. Specific lobbying issues

Issue Medicare Secondary Payer

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Health & Human Services - Dept of (HHS), Labor - Dept of (DOL), Treasury - Dept of

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code LBR

16. Specific lobbying issues

HR 20/S 567 Richard L. Trumka Protecting the Right to Organize Act of 2023 -- expands various labor protections related to employees' rights to organize and collectively bargain in the workplace.

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Labor - Dept of (DOL)

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code TRA

16. Specific lobbying issues

NONE

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Transportation - Dept of (DOT), Agriculture - Dept of (USDA)

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code HOU

16. Specific lobbying issues

NONE

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code FIN

16. Specific lobbying issues

PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act - various financial reforms
HR 448 Putting Investors First Act - requires a proxy advisory firm to register with the SEC and other restrictions
HR 500 Financial Exploitation Prevention Act - allows for the delay of the redemption of a security if it is reasonably believed the redemption involves the financial exploitation
HR 8521 (117th) Investor Democracy is Expected (INDEX) Act - guidelines for passively index funds that vote shares on behalf of fund investors
HR 9408/S 5005 (117th) Mandatory Materiality Requirement Act - limits additional disclosure requirements applicable to issuers of securities
Issue Mutual Fund Swing Pricing/Hard Close Requirements
Issue Insurance Capital Standards and Systemic Risk
Issue SEC Rule 15c2-11/144A Securities
Issue Environmental, Social, Governance
Issue Federal Home Loan Bank Issues
HR 1807 Improving Disclosure for Investors Act - Direct SEC to promulgate rules with respect to the electronic delivery of certain required disclosures
DRAFT To except quotations of Rule 144A fixed-income securities from certain regulatory requirements
HR 2891/S 1323 SAFE Banking Act -- To create protections for financial institutions that provide financial services to cannabis-related legitimate businesses and service providers for such businesses
HR 835Fair Investment Opportunities for Professional Experts Act -- expands the eligibility criteria for an accredited investor
HR 1579 Accredited Investor Definition Review Act -- expands the eligibility criteria for an accredited investor
Issue Debt Limit
HR 3746 Fiscal Responsibility Act of 2023 - increases the federal debt limit, establishes new discretionary spending limits, rescinds unobligated funds, expands work requirements for federal programs, and modifies other requirements related to the federal budget process.
HR 3812 FSOC Improvement Act -- amend the Financial Stability Act of 2010 to require the Financial Stability Oversight Council to consider alternative approaches before determining that a U.S. nonbank financial company shall be supervised by the Board of Governors of the Federal Reserve System

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of, Securities & Exchange Commission (SEC), Office of the Comptroller of the Currency (OCC), Federal Reserve System, Federal Housing Finance Agency (FHFA)

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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Information Update Page - Complete ONLY where registration information has changed.

20. Client new address

21. Client new principal place of business (if different than line 20)

22. New General description of client’s business or activities

LOBBYIST UPDATE

23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client

ISSUE UPDATE

24. General lobbying issue that no longer pertains

AFFILIATED ORGANIZATIONS

25. Add the following affiliated organization(s)

Internet Address:

26. Name of each previously reported organization that is no longer affiliated with the registrant or client

FOREIGN ENTITIES

27. Add the following foreign entities:

28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization

CONVICTIONS DISCLOSURE

29. Have any of the lobbyists listed on this report been convicted in a Federal or State Court of an offense involving bribery, extortion, embezzlement, an illegal kickback, tax evasion, fraud, a conflict of interest, making a false statement, perjury, or money laundering?
No Yes