All lobbying filings

MINDSET ADVOCACY, LLC

MINDSET ADVOCACY, LLC filed a Q1 report for VESTWELL HOLDINGS, INC on April 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 Q1 report

Reporting period

1st Quarter 2026

Jan 1 - Mar 31 · Posted Apr 20, 2026

Income

$30,000

What the client paid this registrant for the period.

Client based in

New York

Official filing document

Lobbyists on this filing 5

KENDRA KOSKO ISAACSON

Previously held: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
REBECCA ALCORN

Previously held: Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers
KATHERINE BONNER

Previously held: Chief of Staff, Rep. Lloyd Smucker; Legislative Assistant, Rep. Jeb Bradley; Legislative Correspondent, Rep. Jeb Bradley; Staff and Press Assistant, Rep. Jeb Bradley
CHARLIE SCHREIBER

Previously held: Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee
SCOTT SHEWCRAFT

Previously held: Chief of Staff, Rep. Bill Foster

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 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

Retirement

General retirement issues Trump accounts

Taxation/Internal Revenue Code

General retirement issues General benefits issues 529s HSAs Other savings vehicles Trump accounts

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