Filing
1st Quarter - Report
Reporting period
1st Quarter 2025
Jan 1 - Mar 31 · Posted Apr 21, 2025
Income
$80,000.00
What the client paid this registrant for the period.
Client based in
Pennsylvania
Government bodies contacted
2
Lobbying activity
2
Monitor securities issues, including mutual funds, ETF, money market funds, systemic issues, and index issues. Monitor developments in environmental, social, and corporate governance (ESG) federal rulemaking.
Monitor retirement savings issues.