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 Filing · LD-2 quarterly report Q3 report
Reporting period
3rd Quarter 2025
July 1 - Sep 30 · Posted Oct 17, 2025
Expenses
$660,000
What this organization spent lobbying with its own staff. Reported using the LDA's own definitions (method A): the three LDA methods count different costs, so an expenses figure is not comparable across filers that used different ones.
Client based in
California

Official filing document

 Government bodies contacted 10
 Lobbying activity 1

Outbound Investment Education FSOC Proposed Analytic Framework and Interpretive Guidance Issues related to Blanket Authorizations for Investment Companies Proxy Voting Education Tax Education Cross-Trading of Fixed Income Funds Form N-Port Education Alternative Investments Education and Regulatory Filings ETF Share-class Education Issues related to savings vehicles for minors in H.R.1 Issues related to eligible investments in ERISA Public Country by Country Reporting (PCbCR)

 Bills named in this filing 1
  • H.R. 1
    One Big Beautiful Bill Act

Source: federal Lobbying Disclosure Act filing, reproduced as filed. Bills are parsed from the activity descriptions.

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