All lobbying filings

MINDSET ADVOCACY, LLC

MINDSET ADVOCACY, LLC filed a Q3 report for VESTWELL HOLDINGS, INC on October 20, 2026, reporting $30,000 in lobbying income.

Lobbying for VESTWELL HOLDINGS, INC · Digital savings platform

All filings by MINDSET ADVOCACY, LLC · Everything VESTWELL HOLDINGS, INC has reported

Filing · LD-2 quarterly report Q3 report

Reporting period

3rd Quarter 2026

July 1 - Sep 30 · Posted Oct 20, 2026

Income

$30,000

What the client paid this registrant for the period.

Client based in

New York

Official filing document

Government bodies contacted 3

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when. Each name opens every filing that named the same body.

Lobbying activity 2

Taxation/Internal Revenue Code

General retirement issues General benefits issues 529s HSAs Other savings vehicles Trump accounts Trump IRA ABLE accounts Savers Match

Retirement

General retirement issues Trump accounts Trump IRA ABLE accounts Savers Match

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