All lobbying filings

WILLIAMS AND JENSEN, PLLC

Lobbying for THE VANGUARD GROUP, INC. · Mutual Funds

Filing 4th Quarter - Report

Reporting period

4th Quarter 2025

Oct 1 - Dec 31 · Posted Jan 20, 2026

Income

$60,000.00

What the client paid this registrant for the period.

Client based in

Pennsylvania

Official filing document

Lobbyists on this filing 3

MAHLET MAKONNEN

Previously held: Department of Veterans Affairs, Attorney Advisor
CHRISTOPHER E. WILCOX

Previously held: LA, Leg Counsel, LD & Counsel, Rep. Arcuri; LD & Counsel, Rep. Demings
JOSHUA DAVID FENDRICK

Previously held: Staff Assistant, Legislative Correspondent, and Legislative Aide, Sen. Gary C. Peters; Economic Policy Adviser, Rep. Josh Gottheimer; Economic Policy Adviser, Sen. Gary C. Peters

A "covered position" is a government job the lobbyist held in the 20 years before registering, which the law requires them to name. See the revolving door for former members of Congress across all filings.

Government bodies contacted 4

HOUSE OF REPRESENTATIVES
SENATE
Treasury, Dept of
White House Office

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when.

Bills named in this filing 3

HR 1033
COLUMBIA Act of 2025
S 424
Retirement Fairness for Charities and Educational Institutions Act of 2025
HR 2441
Improving Disclosure for Investors Act of 2025

Lobbying activity 3

Taxation/Internal Revenue Code

General tax issues related to mutual funds. Taxation of long term investments. Taxation of RICs and ETFs; potential negative impacts on markets and customers of proposed withholding tax on dividend payments.

Retirement

Retirement and savings issues, generally.

Financial Institutions/Investments/Securities

Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues; outbound investment legislation. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; Issues related to index funds; issues related to access to investment opportunities; issues related to products and markets.

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