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 Filing · LD-2 quarterly report Q2 report
Reporting period
2nd Quarter 2026
Apr 1 - June 30 · Posted Jul 20, 2026
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

Issues related to the implementation of SECURE 2.0 FSOC Proposed Analytic Framework and Interpretive Guidance Proxy Voting Education Tax Education Cross-Trading of Fixed Income Funds 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) GROWTH Act Electronic Delivery Education Issues related to unclaimed property

 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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