Melanie Blocker Stokes MOTHERS Act

Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Roles of federal and state agencies at the International Association of Insurance Supervisors and the Financial Stability Board. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: CECL, TDR, Remote Online Notarization, SBA loans. H.R.1777/S. 1561 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. H.R. 2441 - Improving Disclosure for Investors Act - This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. Issue: Electronic delivery. H.R. 1013/S.424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 - The bill would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. Issue: Retirement security H.R.20/S.852 - Richard L. Trumka Protecting the Right to Organize Act. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R. 3682/S. 3578 - Financial Stability Oversight Council Improvement Act of 2025. This bill will restore transparency to FSOC by imposing procedural guardrails, including enhanced due process protections, and a stronger analytic framework before a firm can be designated as systemically important. Issue: Dodd-Frank Act reform. H.R.__/S. __ SAFE Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation S. __ - SAFER Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation. H.R. __ - Expanding Access to Capital Act - This bill reduces various securities regulations applicable to certain companies, brokers, and advisors. The bill also allows more investors to invest in specified types of ventures. Issue: Capital reform. S. __ - Protecting Innovation in Investment Act - To prohibit the Securities and Exchange Commission from finalizing, implementing, or enforcing a proposed rule with respect to conflicts of interest associated with the use of predictive data analytics by broker-dealers and investment advisers. Issue: Predictive data analytics. S. __/H.R. __ - Empowering States to Protect Seniors from Bad Actors Act - This bill reauthorizes through FY2028 and otherwise revises the Senior Investor Protection Grant Program. The bill moves the program from the Consumer Financial Protection Bureau to the Securities and Exchange Commission, establishes a task force to oversee the program, and eliminates certain grant eligibility requirements. Issue: Financial protections. Issue: FHLBank System Issue: Basel III Issue: Regulation Best Interest Issue: Environmental, Social, and Corporate Governance (ESG). No bill number assigned. Issue: Commercial mortgage-backed security (CMBS) debt. No bill number assigned. Issue: Unclaimed life insurance products. No bill number assigned. Issue: Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.

Client expense: $1,878,641 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Roles of federal and state agencies at the International Association of Insurance Supervisors and the Financial Stability Board. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: CECL, TDR, Remote Online Notarization, SBA loans. H.R.1777/S. 1561 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. H.R. 2441 - Improving Disclosure for Investors Act - This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. Issue: Electronic delivery. H.R. 1013/S.424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 - The bill would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. Issue: Retirement security H.R.20/S.852 - Richard L. Trumka Protecting the Right to Organize Act. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R. 3682 - Financial Stability Oversight Council Improvement Act of 2025. This bill will restore transparency to FSOC by imposing procedural guardrails, including enhanced due process protections, and a stronger analytic framework before a firm can be designated as systemically important. Issue: Dodd-Frank Act reform. H.R.__/S. __ SAFE Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation S. __ - SAFER Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation. H.R. __ - Expanding Access to Capital Act - This bill reduces various securities regulations applicable to certain companies, brokers, and advisors. The bill also allows more investors to invest in specified types of ventures. Issue: Capital reform. S. __ - Protecting Innovation in Investment Act - To prohibit the Securities and Exchange Commission from finalizing, implementing, or enforcing a proposed rule with respect to conflicts of interest associated with the use of predictive data analytics by broker-dealers and investment advisers. Issue: Predictive data analytics. S. __/H.R. __ - Empowering States to Protect Seniors from Bad Actors Act - This bill reauthorizes through FY2028 and otherwise revises the Senior Investor Protection Grant Program. The bill moves the program from the Consumer Financial Protection Bureau to the Securities and Exchange Commission, establishes a task force to oversee the program, and eliminates certain grant eligibility requirements. Issue: Financial protections. Issue: FHLBank System Issue: Basel III Issue: Regulation Best Interest Issue: Environmental, Social, and Corporate Governance (ESG). No bill number assigned. Issue: Commercial mortgage-backed security (CMBS) debt. No bill number assigned. Issue: Unclaimed life insurance products. No bill number assigned. Issue: Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.

Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Roles of federal and state agencies at the International Association of Insurance Supervisors and the Financial Stability Board. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: CECL, TDR, Remote Online Notarization, SBA loans. H.R.1777/S. 1561 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. H.R. 2441 - Improving Disclosure for Investors Act - This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. Issue: Electronic delivery. H.R. 1013/S.424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 - The bill would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. Issue: Retirement security H.R.20/S.852 - Richard L. Trumka Protecting the Right to Organize Act. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R.__/S. __ SAFE Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation S. __ - SAFER Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation. H.R. __ - Expanding Access to Capital Act - This bill reduces various securities regulations applicable to certain companies, brokers, and advisors. The bill also allows more investors to invest in specified types of ventures. Issue: Capital reform. S. __ - Protecting Innovation in Investment Act - To prohibit the Securities and Exchange Commission from finalizing, implementing, or enforcing a proposed rule with respect to conflicts of interest associated with the use of predictive data analytics by broker-dealers and investment advisers. Issue: Predictive data analytics. S. __/H.R. __ - Empowering States to Protect Seniors from Bad Actors Act - This bill reauthorizes through FY2028 and otherwise revises the Senior Investor Protection Grant Program. The bill moves the program from the Consumer Financial Protection Bureau to the Securities and Exchange Commission, establishes a task force to oversee the program, and eliminates certain grant eligibility requirements. Issue: Financial protections. Issue: FHLBank System Issue: Basel III Issue: Regulation Best Interest Issue: Environmental, Social, and Corporate Governance (ESG). No bill number assigned. Issue: Commercial mortgage-backed security (CMBS) debt. No bill number assigned. Issue: Unclaimed life insurance products. No bill number assigned. Issue: Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.

Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Roles of federal and state agencies at the International Association of Insurance Supervisors and the Financial Stability Board. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: CECL, TDR, Remote Online Notarization, SBA loans. H.R. 20/S.567 - Richard L. Trumka Protecting the Right to Organize Act of 2023. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R.1059/S. 1212 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. H.R.2891/S. 1323 SAFE Banking Act of 2023 - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation S. 2860 - SAFER Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation. H.R. 1807 and S. 3815 - Improving Disclosure for Investors Act - This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. Issue: Electronic delivery. H.R. 3335 - IRS Income Verification Express Service Act - This bill ensures the successful development of the electronic Income Verification Express Service of the Internal Revenue Service by amending the Taxpayer First Act to clarify that taxpayer identity verification is the responsibility of users of the system rather than the taxpayer. Issue: Electronic disclosure. H.R. 2799 - Expanding Access to Capital Act of 2023 - This bill reduces various securities regulations applicable to certain companies, brokers, and advisors. The bill also allows more investors to invest in specified types of ventures. Issue: Capital reform. S. 3735 - Protecting Innovation in Investment Act - To prohibit the Securities and Exchange Commission from finalizing, implementing, or enforcing a proposed rule with respect to conflicts of interest associated with the use of predictive data analytics by broker-dealers and investment advisers. Issue: Predictive data analytics. H.R. 3063/S.4917 - Retirement Fairness for Charities and Educational Institutions Act of 2023 - The bill would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. Issue: Retirement security S. 3520/H.R. 5914 - Empowering States to Protect Seniors from Bad Actors Act - This bill reauthorizes through FY2028 and otherwise revises the Senior Investor Protection Grant Program. The bill moves the program from the Consumer Financial Protection Bureau to the Securities and Exchange Commission, establishes a task force to oversee the program, and eliminates certain grant eligibility requirements. Issue: Financial protections. Issue: FHLBank System Issue: Basel III Issue: Regulation Best Interest Issue: Environmental, Social, and Corporate Governance (ESG). No bill number assigned. Issue: Commercial mortgage-backed security (CMBS) debt. No bill number assigned. Issue: Making Diversity and Inclusion Efforts more Intentional. No bill number assigned. Issue: Unclaimed life insurance products. No bill number assigned. Issue: Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.

FIN - Quarter 4 2024 Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Insurance Capital Standards and Global Capital Standards. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. H.R. 20/S.567 - Richard L. Trumka Protecting the Right to Organize Act of 2023. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R.1059/S. 1212 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. Issue: FHLBank System Issue: Basel III Issue: Regulation Best Interest Issue: Making Diversity and Inclusion Efforts more Intentional. No bill number assigned. Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.

Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Roles of federal and state agencies at the International Association of Insurance Supervisors and the Financial Stability Board. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: CECL, TDR, Remote Online Notarization, SBA loans. H.R. 20/S.567 - Richard L. Trumka Protecting the Right to Organize Act of 2023. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R.1059/S. 1212 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. H.R.2891/S. 1323 SAFE Banking Act of 2023 - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation S. 2860 - SAFER Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation. H.R. 1807 and S. 3815 - Improving Disclosure for Investors Act - This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. Issue: Electronic delivery. H.R. 3335 - IRS Income Verification Express Service Act - This bill ensures the successful development of the electronic Income Verification Express Service of the Internal Revenue Service by amending the Taxpayer First Act to clarify that taxpayer identity verification is the responsibility of users of the system rather than the taxpayer. Issue: Electronic disclosure. H.R. 2799 - Expanding Access to Capital Act of 2023 - This bill reduces various securities regulations applicable to certain companies, brokers, and advisors. The bill also allows more investors to invest in specified types of ventures. Issue: Capital reform. S. 3735 - Protecting Innovation in Investment Act - To prohibit the Securities and Exchange Commission from finalizing, implementing, or enforcing a proposed rule with respect to conflicts of interest associated with the use of predictive data analytics by broker-dealers and investment advisers. Issue: Predictive data analytics. H.R. 3063/S.___ - Retirement Fairness for Charities and Educational Institutions Act of 2023 - The bill would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. Issue: Retirement security S. 3520/H.R. 5914 - Empowering States to Protect Seniors from Bad Actors Act - This bill reauthorizes through FY2028 and otherwise revises the Senior Investor Protection Grant Program. The bill moves the program from the Consumer Financial Protection Bureau to the Securities and Exchange Commission, establishes a task force to oversee the program, and eliminates certain grant eligibility requirements. Issue: Financial protections. Issue: FHLBank System Issue: Basel III Issue: Regulation Best Interest Issue: Environmental, Social, and Corporate Governance (ESG). No bill number assigned. Issue: Commercial mortgage-backed security (CMBS) debt. No bill number assigned. Issue: Making Diversity and Inclusion Efforts more Intentional. No bill number assigned. Issue: Unclaimed life insurance products. No bill number assigned. Issue: Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.

Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Roles of federal and state agencies at the International Association of Insurance Supervisors and the Financial Stability Board. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: CECL, TDR, Remote Online Notarization, SBA loans. H.R. 20/S.567 - Richard L. Trumka Protecting the Right to Organize Act of 2023. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R.1059/S. 1212 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. H.R.2891/S. 1323 SAFE Banking Act of 2023 - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation S. 2860 - SAFER Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation. H.R. 1807 and S. 3815 - Improving Disclosure for Investors Act - This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. Issue: Electronic delivery. H.R. 3335 - IRS Income Verification Express Service Act - This bill ensures the successful development of the electronic Income Verification Express Service of the Internal Revenue Service by amending the Taxpayer First Act to clarify that taxpayer identity verification is the responsibility of users of the system rather than the taxpayer. Issue: Electronic disclosure. H.R. 2799 - Expanding Access to Capital Act of 2023 - This bill reduces various securities regulations applicable to certain companies, brokers, and advisors. The bill also allows more investors to invest in specified types of ventures. Issue: Capital reform. S. 3735 - Protecting Innovation in Investment Act - To prohibit the Securities and Exchange Commission from finalizing, implementing, or enforcing a proposed rule with respect to conflicts of interest associated with the use of predictive data analytics by broker-dealers and investment advisers. Issue: Predictive data analytics. H.R. 3063/S.___ - Retirement Fairness for Charities and Educational Institutions Act of 2023 - The bill would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. Issue: Retirement security S. 3520/H.R. 5914 - Empowering States to Protect Seniors from Bad Actors Act - This bill reauthorizes through FY2028 and otherwise revises the Senior Investor Protection Grant Program. The bill moves the program from the Consumer Financial Protection Bureau to the Securities and Exchange Commission, establishes a task force to oversee the program, and eliminates certain grant eligibility requirements. Issue: Financial protections. Issue: FHLBank System Issue: Basel III Issue: Regulation Best Interest Issue: Environmental, Social, and Corporate Governance (ESG). No bill number assigned. Issue: Commercial mortgage-backed security (CMBS) debt. No bill number assigned. Issue: Making Diversity and Inclusion Efforts more Intentional. No bill number assigned. Issue: Unclaimed life insurance products. No bill number assigned. Issue: Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.

FIN - Quarter 3 2024 Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Insurance Capital Standards and Global Capital Standards. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: Remote Online Notarization. H.R. 20/S.567 - Richard L. Trumka Protecting the Right to Organize Act of 2023. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R.2891/S. 1323 SAFE Banking Act of 2023 - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation S. 2860 - SAFER Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation. S. 3735 - Protecting Innovation in Investment Act - To prohibit the Securities and Exchange Commission from finalizing, implementing, or enforcing a proposed rule with respect to conflicts of interest associated with the use of predictive data analytics by broker-dealers and investment advisers. Issue: Predictive data analytics. Issue: FHLBank System Issue: Basel III Issue: Regulation Best Interest Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.

Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Roles of federal and state agencies at the International Association of Insurance Supervisors and the Financial Stability Board. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: CECL, TDR, Remote Online Notarization, SBA loans. H.R. 20/S.567 - Richard L. Trumka Protecting the Right to Organize Act of 2023. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R.1059/S. 1212 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. H.R.2891/S. 1323 SAFE Banking Act of 2023 - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation S. 2860 - SAFER Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation. H.R. 1807 and S. 3815 - Improving Disclosure for Investors Act - This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. Issue: Electronic delivery. H.R. 3335 - IRS Income Verification Express Service Act - This bill ensures the successful development of the electronic Income Verification Express Service of the Internal Revenue Service by amending the Taxpayer First Act to clarify that taxpayer identity verification is the responsibility of users of the system rather than the taxpayer. Issue: Electronic disclosure. H.R. 2799 - Expanding Access to Capital Act of 2023 - This bill reduces various securities regulations applicable to certain companies, brokers, and advisors. The bill also allows more investors to invest in specified types of ventures. Issue: Capital reform. S. 3735 - Protecting Innovation in Investment Act - To prohibit the Securities and Exchange Commission from finalizing, implementing, or enforcing a proposed rule with respect to conflicts of interest associated with the use of predictive data analytics by broker-dealers and investment advisers. Issue: Predictive data analytics. H.R. 3063/S.___ - Retirement Fairness for Charities and Educational Institutions Act of 2023 - The bill would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. Issue: Retirement security S. 3520/H.R. 5914 - Empowering States to Protect Seniors from Bad Actors Act - This bill reauthorizes through FY2028 and otherwise revises the Senior Investor Protection Grant Program. The bill moves the program from the Consumer Financial Protection Bureau to the Securities and Exchange Commission, establishes a task force to oversee the program, and eliminates certain grant eligibility requirements. Issue: Financial protections. Issue: FHLBank System Issue: Basel III Issue: Regulation Best Interest Issue: Environmental, Social, and Corporate Governance (ESG). No bill number assigned. Issue: Commercial mortgage-backed security (CMBS) debt. No bill number assigned. Issue: Making Diversity and Inclusion Efforts more Intentional. No bill number assigned. Issue: Unclaimed life insurance products. No bill number assigned. Issue: Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.

FIN - Quarter 2 2024 Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Insurance Capital Standards and Global Capital Standards. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: Remote Online Notarization. H.R. 20/S.567 - Richard L. Trumka Protecting the Right to Organize Act of 2023. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R.1059/S. 1212 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. S. 3735 - Protecting Innovation in Investment Act - To prohibit the Securities and Exchange Commission from finalizing, implementing, or enforcing a proposed rule with respect to conflicts of interest associated with the use of predictive data analytics by broker-dealers and investment advisers. Issue: Predictive data analytics. Issue: FHLBank System Issue: Basel III Issue: Regulation Best Interest Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.

Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Roles of federal and state agencies at the International Association of Insurance Supervisors and the Financial Stability Board. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: CECL, TDR, Remote Online Notarization, SBA loans. H.R. 20/S.567 - Richard L. Trumka Protecting the Right to Organize Act of 2023. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R.1059/S. 1212 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. H.R.2891/S. 1323 SAFE Banking Act of 2023 - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation S. 2860 - SAFER Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation. H.R. 1807 and S. 3815 - Improving Disclosure for Investors Act - This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. Issue: Electronic delivery. H.R. 3335 - IRS Income Verification Express Service Act - This bill ensures the successful development of the electronic Income Verification Express Service of the Internal Revenue Service by amending the Taxpayer First Act to clarify that taxpayer identity verification is the responsibility of users of the system rather than the taxpayer. Issue: Electronic disclosure. H.R. 2799 - Expanding Access to Capital Act of 2023 - This bill reduces various securities regulations applicable to certain companies, brokers, and advisors. The bill also allows more investors to invest in specified types of ventures. Issue: Capital reform. S. 3735 - Protecting Innovation in Investment Act - To prohibit the Securities and Exchange Commission from finalizing, implementing, or enforcing a proposed rule with respect to conflicts of interest associated with the use of predictive data analytics by broker-dealers and investment advisers. Issue: Predictive data analytics. Issue: FHLBank System Issue: Basel III Issue: Regulation Best Interest Issue: Environmental, Social, and Corporate Governance (ESG). No bill number assigned. Issue: Commercial mortgage-backed security (CMBS) debt. No bill number assigned. Issue: Making Diversity and Inclusion Efforts more Intentional. No bill number assigned. Issue: Unclaimed life insurance products. No bill number assigned. Issue: Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.

FIN - Quarter 4 2023 Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Insurance Capital Standards and Global Capital Standards. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Endgame Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: Remote Online Notarization. H.R. 20/S.567 - Richard L. Trumka Protecting the Right to Organize Act of 2023. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R.1059/S. 1212 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. H.R.2891/S. 1323 SAFE Banking Act of 2023 - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation S. 2860 - SAFER Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation. Issue: FHLBank System Issue: Basel III Endgame Issue: Regulation Best Interest Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.

Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Roles of federal and state agencies at the International Association of Insurance Supervisors and the Financial Stability Board. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: CECL, TDR, Remote Online Notarization, SBA loans. H.R. 20/S.567 - Richard L. Trumka Protecting the Right to Organize Act of 2023. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R.1059/S. 1212 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. H.R.2891/S. 1323 SAFE Banking Act of 2023 - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation S. 2860 - SAFER Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation. H.R. 1807 - Improving Disclosure for Investors Act - This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. Issue: Electronic delivery. Issue: FHLBank System Issue: Basel III Issue: Regulation Best Interest Issue: Environmental, Social, and Corporate Governance (ESG). No bill number assigned. Issue: Commercial mortgage-backed security (CMBS) debt. No bill number assigned. Issue: Making Diversity and Inclusion Efforts more Intentional. No bill number assigned. Issue: Unclaimed life insurance products. No bill number assigned. Issue: Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.

FIN - Quarter 3 2023 Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. H.R. 20/S.567 - Richard L. Trumka Protecting the Right to Organize Act of 2023. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R.1059/S. 1212 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. H.R.2891/S. 1323 SAFE Banking Act of 2023 - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation S. 2860 - SAFER Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation. Issue: FHLBank System Issue: Regulation Best Interest Issue: Environmental, Social, and Corporate Governance (ESG). No bill number assigned. Issue: Unclaimed life insurance products. No bill number assigned. Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.

Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Roles of federal and state agencies at the International Association of Insurance Supervisors and the Financial Stability Board. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: CECL, TDR, Remote Online Notarization, SBA loans. H.R. 20/S.567 - Richard L. Trumka Protecting the Right to Organize Act of 2023. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R.1059/S. 1212 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. H.R.2891/S. 1323 SAFE Banking Act of 2023 - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation S. 2860 - SAFER Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation. Issue: FHLBank System Issue: Regulation Best Interest Issue: Environmental, Social, and Corporate Governance (ESG). No bill number assigned. Issue: Commercial mortgage-backed security (CMBS) debt. No bill number assigned. Issue: Making Diversity and Inclusion Efforts more Intentional. No bill number assigned. Issue: Unclaimed life insurance products. No bill number assigned. Issue: Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned. H.R. 1807, the Improving Disclosure for Investors Act.

Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Roles of federal and state agencies at the International Association of Insurance Supervisors and the Financial Stability Board. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: CECL, TDR, Remote Online Notarization, SBA loans. H.R. 20/S.567 - Richard L. Trumka Protecting the Right to Organize Act of 2023. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R.1059/S. 1212 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. H.R.2891/S. 1323 SAFE Banking Act of 2023 - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: cannabis Issue: Cannabis legislation Issue: FHLBank System Issue: Regulation Best Interest Issue: Environmental, Social, and Corporate Governance (ESG). No bill number assigned. Issue: Commercial mortgage-backed security (CMBS) debt. No bill number assigned. Issue: Making Diversity and Inclusion Efforts more Intentional. No bill number assigned. Issue: Unclaimed life insurance products. No bill number assigned. Issue: Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned. H.R. 1807, the Improving Disclosure for Investors Act.

Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Roles of federal and state agencies at the International Association of Insurance Supervisors and the Financial Stability Board. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: CECL, TDR, Remote Online Notarization, SBA loans. H.R. 20/S.567 - Richard L. Trumka Protecting the Right to Organize Act of 2023. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R.1059 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. Issue: Cannabis legislation Issue: FHLBank System Issue: Regulation Best Interest Issue: Environmental, Social, and Corporate Governance (ESG). No bill number assigned. Issue: Commercial mortgage-backed security (CMBS) debt. No bill number assigned. Issue: Making Diversity and Inclusion Efforts more Intentional. No bill number assigned. Issue: Unclaimed life insurance products. No bill number assigned. Issue: Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.

FIN - Quarter 1 2023 Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: Remote Online Notarization. H.R. 20/S.567 - Richard L. Trumka Protecting the Right to Organize Act of 2023. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. H.R.1059 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization. Issue: Cannabis legislation Issue: FHLBank System Issue: Regulation Best Interest Issue: Making Diversity and Inclusion Efforts more Intentional. No bill number assigned. Issue: Unclaimed life insurance products. No bill number assigned. Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.

S.3906 PREEMIE Act S. 324/H.R. 20, Melanie Blocker Stokes MOTHERS Act H.R. 1246, Early Hearing Detection and Intervention Act of 2009 H.R 5268, Improvements in Global MOMS Act S.1445, Stillbirth and SUID Prevention, Education and Awareness Act of 2009 H.R. 3470, Nationally Enhancing the Wellbeing of Babies through Outreach and Research Now Act S. 621, Congenital Heart Futures Act H.R. 5462/S. 3479 Birth Defects Prevention, Risk Reduction, and Awareness Act of 2010 S. 3307, Healthy Hunger Free Kids Act of 2010

Client expense: $60,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of, White House Office

S.3906 PREEMIE Act S. 324/H.R. 20, Melanie Blocker Stokes MOTHERS Act H.R. 1246, Early Hearing Detection and Intervention Act of 2009 H.R 5268, Improvements in Global MOMS Act S.1445, Stillbirth and SUID Prevention, Education and Awareness Act of 2009 H.R. 3470, Nationally Enhancing the Wellbeing of Babies through Outreach and Research Now Act S. 621, Congenital Heart Futures Act H.R. 5462/S. 3479 Birth Defects Prevention, Risk Reduction, and Awareness Act of 2010 S. 3307, Healthy Hunger Free Kids Act of 2010

Client expense: $60,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of, White House Office

HR.463,The Prevention First Act; Comprehensive Sexuality Education funding (general); H.R. 1691/S.688, Breast Cancer Patient Protection Act. H.R.20/S.324, Melanie Blocker Stokes MOTHERS Act; H.R. 2427/S. 1050, Informed Consumer Choices in Health Care Act; America's Healthy Future Act; National HIV/AIDS Strategy (general); H.R. 3312 Preventing Unintended Pregnancies, Reducing the Need for Abortion and Supporting Parents; S.670, Smoke Free Mothers and Babies Act of 2009; H.R. 3090, Health Equity and Accountability Act; H.R. 2635, Gender Equity in Health Premiums Act; S. 969, H.R. 2402 Women's Health Insurance Fairness Act; Stillbirth (general); Sudden unexpected infant deaths (general); Healthcare reform (general); Postpartum Depression (general); Emergency Contraception over the counter;Insurance Transparency (general); Pre-existing condition exclusion (general); Gender rating (general); Maternity Coverage (general); S. 1303 Medical Home Demonstration Project; Alternatives to Medical Liability Reform Demonstration Project (general); Young Adult Plans (general); Preventive Care (general); Advanced Diagnostic Imaging (general); Domestic Violence(general); Prescription Drug Coverage (general); Comparative Effectiveness Research (general); S. 1796 America's Healthy Future Act; S.1679 Affordable Health Choices Act; Medicaid SCHIP Coverage and Reimbursement; HIV Screening (general); H.R. 3962 Affordable Health Care For America Act; H.R. 2941Gynecological Cancer; H.R. 3590 Patient Protection and Affordable Care Act of 2009; Breastfeeding(general); Medical Liability Reform (general); HR 4386, S. 2904 Emergency Contraception in the Military; Direct Access to Ob-Gyns (general); S. 1742, H.R. 4235 Women's Hospitals Education Equity; National HIV/AIDS Strategy Steps; H.R. 3854 Small Business Financing and Investment Act of 2009; H.R. 4216 Personal Health Record Act of 2009; Abortion Restrictions; H.R. 3590 Patient Protection and Affordable Care Act; H.R. 4872 Health Care and Reconciliation Act of 2010; Health IT (general); H.R. 4985 Medicare Decisions and Accountability Act of 2010;Birth Defects(general);Birth Centers (general);Breast Cancer (general);Prematurity(general);Obesity (general);Disparities (general);Smoking cessation (general); Prevention & Public Health Trust Fund(general); S.1445 and H.R.3212, Stillbirth and Suid Prevention Education, Awareness Act of 2009,H.R.5462 and S.3479, Birth Defects, Prevention Risk Reduction, Awareness Act of 2010.

S. 408/H.R. 479, Wakefield Act S. 324/H.R. 20, Melanie Blocker Stokes MOTHERS Act H.R. 1246, Early Hearing Detection and Intervention Act of 2009 H.R 5268, Improvements in Global MOMS Act S.1445, Stillbirth and SUID Prevention, Education and Awareness Act of 2009 H.R. 3470, Nationally Enhancing the Wellbeing of Babies through Outreach and Research Now Act S. 621, Congenital Heart Futures Act H.R. 5462/S. 3479 Birth Defects Prevention, Risk Reduction, and Awareness Act of 2010 S. 3307, Healthy Hunger Free Kids Act of 2010

Client expense: $60,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of, White House Office

HR.463,The Prevention First Act; Comprehensive Sexuality Education funding (general); H.R. 1691/S.688, Breast Cancer Patient Protection Act. H.R.20/S.324, Melanie Blocker Stokes MOTHERS Act; H.R. 2427/S. 1050, Informed Consumer Choices in Health Care Act; America's Healthy Future Act; National HIV/AIDS Strategy (general); H.R. 3312 Preventing Unintended Pregnancies, Reducing the Need for Abortion and Supporting Parents; H.R. 1558/S. 623, Pre-existing Condition Patient Protection Act.; Cord Blood Banking (general); S.670, Smoke Free Mothers and Babies Act of 2009; H.R. 3090, Health Equity and Accountability Act; H.R. 2635, Gender Equity in Health Premiums Act; S. 969, H.R. 2402 Women's Health Insurance Fairness Act; H.R. 3200, America's Affordable Health Choices Act; Stillbirth (general); Sudden unexpected infant deaths (general); Healthcare reform (general); Postpartum Depression (general); Emergency Contraception over the counter;Insurance Transparency (general); Pre-existing condition exclusion (general); Gender rating (general); Maternity Coverage (general); S. 1303 Medical Home Demonstration Project; Alternatives to Medical Liability Reform Demonstration Project (general); Young Adult Plans (general); Preventive Care (general); Advanced Diagnostic Imaging (general); Domestic Violence(general); Prescription Drug Coverage (general); Comparative Effectiveness Research (general); S. 1796 America's Healthy Future Act; S.1679 Affordable Health Choices Act; Medicaid SCHIP Coverage and Reimbursement; HIV Screening (general); H.R. 3962 Affordable Health Care For America Act; H.R. 2941Gynecological Cancer; H.R. 3590 Patient Protection and Affordable Care Act of 2009; Breastfeeding; Medical Liability Reform (general); HR 4386, S. 2904 Emergency Contraception in the Military; Direct Access to Ob-Gyns (general); S. 1742, H.R. 4235 Women's Hospitals Education Equity; United States Preventive Services Task Force Mammography Recommendations; National HIV/AIDS Strategy Steps; H.R. 3854 Small Business Financing and Investment Act of 2009; H.R. 4216 Personal Health Record Act of 2009; Abortion Restrictions; H.R. 3590 Patient Protection and Affordable Care Act; H.R. 4872 Health Care and Reconciliation Act of 2010; Health IT (general); H.R. 4985 Medicare Decisions and Accountability Act of 2010.

H.R. 20/S. 324, Melanie Blocker Stokes Mom's Opportunity to Access Health, Education, Research, and Support for Postpartum Depression Act H.R. 193, AmeriCare Health Care Act of 2009 H.R. 468/S. 245, Retooling the Health Care Workforce for an Aging America Act of 2009 H.R. 619, to repeal the exclusion from medical assistance under the Medicaid program of items and services for patients in an institution for mental diseases H.R. 676, United States National Health Care Act or the Expanded and Improved Medicare for All Act H.R.1011, Community Mental Health Services Improvement Act H.R. 1708/S. 700, Ending the Medicare Disability Waiting Period Act of 2009 H.R. 194, MediKids Health Insurance Act of 2009 H.R. 211/S. 211, Calling for 2-1-1 Act of 2009 H.R. 1086, Help Efficient, Accessible, Low-cost, Timely Healthcare (HEALTH) Act of 2009 (medical malpractice reform) H.R. 1468, Medical Justice Act of 2009 (medical malpractice reform) S. 45, Medical Care Access Protection Act of 2009 or the MCAP Act (medical malpractice reform) H.R. 1092, No Discrimination in Health Insurance Act of 2009 H.R. 1558, Preexisting Condition Patient Protection Act of 2009 H.R. 914, Physician Workforce Enhancement Act of 2009 H.R. 1457, Geriatrics Loan Forgiveness Act of 2009 H.R. 1932/S. 999 Child Health Care Crisis Relief Act of 2009 H.R. 2537, Mental Health in Schools Act of 2009 H.R. 3090, Health Equality and Accountability Act of 2009 S. 1136/H.R. 3065, Mental Illness Chronic Care Improvement Act S. 391, Healthy Americans Act S. 1110/H.R. 2718, Medicare Payment Advisory Commission (MedPAC) Reform Act of 2009 S. 1679, Affordable Health Choices Act H.R. 3191, Positive Aging Act of 2009 H.R. 3962, Affordable Health Care for America Act H.R. 3590, Patient Protection and Affordable Care Act H.R. 3961, Physician Payment Reform Act of 2009 H.R. 1721/S. 697, Community Living Assistance Services and Supports (CLASS) Act H.R. 4204/S. 1857, Establishing a Network of Health-Advancing National Centers of Excellence for Depression (ENHANCED) Act of 2009 H.R. 667, the Heroes at Home Act H.R. 2505, the Reaching Rural Veterans Through Telehealth Act S. 1776, Medicare Physician Fairness Act of 2009 H.R. 4872, Health Care and Education Reconciliation Act of 2010 Medicare and Medicaid Programs; Electronic Health Record Incentive Program; Proposed Rule; 75 Federal Register 1844 (January 13, 2010) Interim Final Rules under the Paul Wellstone and Pete Domenici Mental Health Parity and Addiction Equity Act of 2008; Docket No. CMS-2009-0040-0048; 75 Federal Register 5410 (February 2, 2010)

H.R. 20/S. 324, Melanie Blocker Stokes Mom's Opportunity to Access Health, Education, Research, and Support for Postpartum Depression Act H.R. 468/S. 245, Retooling the Health Care Workforce for an Aging America Act of 2009 H.R. 1350, Post-Abortion Depression Research and Care Act of 2009 H.R. 1092, No Discrimination in Health Insurance Act of 2009 H.R. 1558, Preexisting Condition Patient Protection Act of 2009 H.R. 914, Physician Workforce Enhancement Act of 2009 H.R. 1932, S. 999 Child Health Care Crisis Relief Act S. 391, Healthy Americans Act S. 1110, H.R. 2718, Medicare Payment Advisory Commission (MedPAC) Reform Act of 2009 S. 1679, Affordable Health Choices Act H.R. 3962, Affordable Health Care for America Act H.R. 3590, Patient Protection and Affordable Care Act H.R. 4204/S. 1857, Establishing a Network of Health-Advancing National Centers of Excellence for Depression (ENHANCED) Act of 2009 H.R. 4872, Health Care and Education Reconciliation Act of 2010

Client expense: $190,000 · Firm income: Not reported

H.R. 20/S. 324, Melanie Blocker Stokes Mom's Opportunity to Access Health, Education, Research, and Support for Postpartum Depression Act H.R. 1350, Post-Abortion Depression Research and Care Act of 2009 H.R. 194, MediKids Health Insurance Act of 2009 H.R. 211/S. 211, Calling for 2-1-1 Act of 2009 H.R. 3962, Affordable Health Care for America Act H.R. 3590, Patient Protection and Affordable Care Act H.R. 4872, Health Care and Education Reconciliation Act of 2010

Client expense: $190,000 · Firm income: Not reported

Government targets: Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA), Veterans Affairs, Dept of (VA)

S. 408/H.R. 479, Wakefield Act S. 324/H.R. 20, Melanie Blocker Stokes MOTHERS Act H.R. 1246, Early Hearing Detection and Intervention Act of 2009 S.1445, Stillbirth and SUID Prevention, Education and Awareness Act of 2009 H.R. 3470, Nationally Enhancing the Wellbeing of Babies through Outreach and Research Now Act S. 621, Congenital Heart Futures Act Birth Defects Prevention, Risk Reduction, and Awareness Act of 2010 (not yet introduced)

Client expense: $66,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of, White House Office

HR.463,The Prevention First Act; Comprehensive Sexuality Education funding (general); H.R. 1691/S.688, Breast Cancer Patient Protection Act. H.R.20/S.324, Melanie Blocker Stokes MOTHERS Act; H.R. 2427/S. 1050, Informed Consumer Choices in Health Care Act; America's Healthy Future Act; National HIV/AIDS Strategy (general); H.R. 3312 Preventing Unintended Pregnancies, Reducing the Need for Abortion and Supporting Parents; HIV Ban on Visitors and Immigrants (general); H.R. 1558/S. 623, Pre-existing Condition Patient Protection Act.; Cord Blood Banking (general); S.670, Smoke Free Mothers and Babies Act of 2009; H.R. 3090, Health Equity and Accountability Act; H.R. 2635, Gender Equity in Health Premiums Act; S. 969, H.R. 2402 Women's Health Insurance Fairness Act; H.R. 3200, America's Affordable Health Choices Act; Stillbirth (general); Sudden unexpected infant deaths (general); Healthcare reform (general); Postpartum Depression (general); Vaccination Requirements for US Immigration; Emergency Contraception over the counter;Insurance Transparency (general); Pre-existing condition exclusion (general); Gender rating (general); Maternity Coverage (general); S. 1303 Medical Home Demonstration Project; Alternatives to Medical Liability Reform Demonstration Project (general); Young Adult Plans (general); Preventive Care (general); Advanced Diagnostic Imaging (general); Domestic Violence(general); Prescription Drug Coverage (general); Comparative Effectiveness Research (general); S. 1796 America's Healthy Future Act; S.1679 Affordable Health Choices Act; Medicaid SCHIP Coverage and Reimbursement; HIV Screening (general); H.R. 3962 Affordable Health Care For America Act; H.R. 2941Gynecological Cancer; H.R. 3590 Patient Protection and Affordable Care Act of 2009; Breastfeeding; Medical Liability Reform (general); HR 4386, S. 2904 Emergency Contraception in the Military; Direct Access to Ob-Gyns (general); S. 1742, H.R. 4235 Women's Hospitals Education Equity; United States Preventive Services Task Force Mammography Recommendations; National HIV/AIDS Strategy Steps; H.R. 3854 Small Business Financing and Investment Act of 2009; H.R. 4216 Personal Health Record Act of 2009; Abortion Restrictions.

H.R. 20/S. 324, Melanie Blocker Stokes Mom's Opportunity to Access Health, Education, Research, and Support for Postpartum Depression Act H.R. 1350, Post-Abortion Depression Research and Care Act of 2009 H.R. 194, MediKids Health Insurance Act of 2009 H.R. 211/S. 211, Calling for 2-1-1 Act of 2009 H.R. 3962, Affordable Health Care for America Act H.R. 3590, Patient Protection and Affordable Care Act

Client expense: $120,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA), Veterans Affairs, Dept of (VA)

H.R. 20/S. 324, Melanie Blocker Stokes Mom's Opportunity to Access Health, Education, Research, and Support for Postpartum Depression Act H.R. 468/S. 245, Retooling the Health Care Workforce for an Aging America Act of 2009 H.R. 1350, Post-Abortion Depression Research and Care Act of 2009 H.R. 1092, No Discrimination in Health Insurance Act of 2009 H.R. 1558, Preexisting Condition Patient Protection Act of 2009 H.R. 914, Physician Workforce Enhancement Act of 2009 H.R. 1932, S. 999 Child Health Care Crisis Relief Act S. 391, Healthy Americans Act S. 1110, H.R. 2718, Medicare Payment Advisory Commission (MedPAC) Reform Act of 2009 S. 1679, Affordable Health Choices Act H.R. 3200, Americas Affordable Health Choices Act of 2009 H.R. 3962, Affordable Health Care for America Act H.R. 3590, Patient Protection and Affordable Care Act H.R. 4204/S. 1857, Establishing a Network of Health-Advancing National Centers of Excellence for Depression (ENHANCED) Act of 2009

Client expense: $120,000 · Firm income: Not reported

H.R. 20/S. 324, Melanie Blocker Stokes Mom's Opportunity to Access Health, Education, Research, and Support for Postpartum Depression Act H.R. 193, AmeriCare Health Care Act of 2009 H.R. 468/S. 245, Retooling the Health Care Workforce for an Aging America Act of 2009 H.R. 619, to repeal the exclusion from medical assistance under the Medicaid program of items and services for patients in an institution for mental diseases H.R. 676, United States National Health Care Act or the Expanded and Improved Medicare for All Act H.R.1011, Community Mental Health Services Improvement Act H.R. 1708/S. 700, Ending the Medicare Disability Waiting Period Act of 2009 H.R. 15, National Health Insurance Act H.R. 194, MediKids Health Insurance Act of 2009 H.R. 211/S. 211, Calling for 2-1-1 Act of 2009 H.R. 1086, Help Efficient, Accessible, Low-cost, Timely Healthcare (HEALTH) Act of 2009 (medical malpractice reform) H.R. 1468, Medical Justice Act of 2009 (medical malpractice reform) S. 45, Medical Care Access Protection Act of 2009 or the MCAP Act (medical malpractice reform) H.R. 1092, No Discrimination in Health Insurance Act of 2009 H.R. 1558, Preexisting Condition Patient Protection Act of 2009 H.R. 914, Physician Workforce Enhancement Act of 2009 H.R. 1457, Geriatrics Loan Forgiveness Act of 2009 H.R. 1932, S. 999 Child Health Care Crisis Relief Act of 2009 H.R. 3200, Americas Affordable Health Choices Act of 2009 H.R. 3014 Small Business Health Information Technology Financing Act of 2009 H.R. 2537, Mental Health in Schools Act of 2009 H.R. 3090, Health Equality and Accountability Act of 2009 S. 1136, Mental Illness Chronic Care Improvement Act S. 391, Healthy Americans Act S. 1110, H.R. 2718, Medicare Payment Advisory Commission (MedPAC) Reform Act of 2009 S. 1136, Mental Illness Chronic Care Improvement Act of 2009 S. 1679, Affordable Health Choices Act H.R. 3191, Positive Aging Act of 2009 H.R. 3962, Affordable Health Care for America Act H.R. 3590, Patient Protection and Affordable Care Act H.R. 3961, Physician Payment Reform Act of 2009 H.R. 1721/S. 697, Community Living Assistance Services and Supports (CLASS) Act H.R. 4204/S. 1857, Establishing a Network of Health-Advancing National Centers of Excellence for Depression (ENHANCED) Act of 2009 S. 1857, H.R. 4204, Enhanced Act of 2009 H.R. 667, the Heroes at Home Act H.R. 2505, the Reaching Rural Veterans Through Telehealth Act S. 1776, Medicare Physician Fairness Act of 2009

S. 408/H.R. 479, Wakefield Act S. 324/H.R. 20, Melanie Blocker Stokes MOTHERS Act H.R. 1246, Early Hearing Detection and Intervention Act of 2009 S.1445, Stillbirth and SUID Prevention, Education and Awareness Act of 2009 H.R. 3470, Nationally Enhancing the Wellbeing of Babies through Outreach and Research Now Act S. 621, Congenital Heart Futures Act

Client expense: $53,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of

H.R. 20/S. 324, Melanie Blocker Stokes Mom's Opportunity to Access Health, Education, Research, and Support for Postpartum Depression Act H.R. 193, AmeriCare Health Care Act of 2009 H.R. 468/S. 245, Retooling the Health Care Workforce for an Aging America Act of 2009 H.R. 619, to repeal the exclusion from medical assistance under the Medicaid program of items and services for patients in an institution for mental diseases H.R. 676, United States National Health Care Act or the Expanded and Improved Medicare for All Act H.R.1011, Community Mental Health Services Improvement Act H.R. 1708/S. 700, Ending the Medicare Disability Waiting Period Act of 2009 H.R. 15, National Health Insurance Act H.R. 194, MediKids Health Insurance Act of 2009 H.R. 211/S. 211, Calling for 2-1-1 Act of 2009 H.R. 1086, Help Efficient, Accessible, Low-cost, Timely Healthcare (HEALTH) Act of 2009 (medical malpractice reform) H.R. 1468, Medical Justice Act of 2009 (medical malpractice reform) S. 45, Medical Care Access Protection Act of 2009 or the MCAP Act (medical malpractice reform) H.R. 1092, No Discrimination in Health Insurance Act of 2009 H.R. 1558, Preexisting Condition Patient Protection Act of 2009 H.R. 914, Physician Workforce Enhancement Act of 2009 H.R. 1457, Geriatrics Loan Forgiveness Act of 2009 H.R. 1932, S. 999 Child Health Care Crisis Relief Act of 2009 S. 264, E-Centives Act of 2009 H.R. 3200, Americas Affordable Health Choices Act of 2009 H.R. 3014 Small Business Health Information Technology Financing Act of 2009 H.R. 2537, Mental Health in Schools Act of 2009 H.R. 3090, Health Equality and Accountability Act of 2009 S. 1136, Mental Illness Chronic Care Improvement Act S. 1099, Independent Health Record Trust Act of 2009 S. 391, Healthy Americans Act S. 1110, H.R. 2718, Medicare Payment Advisory Commission (MedPAC) Reform Act of 2009 S. 1136, Mental Illness Chronic Care Improvement Act of 2009 S. 1679, Affordable Health Choices Act H.R. 3191, Positive Aging Act of 2009

H.R. 20/S. 324, Melanie Blocker Stokes Mom's Opportunity to Access Health, Education, Research, and Support for Postpartum Depression Act H.R. 1350, Post-Abortion Depression Research and Care Act of 2009 H.R. 194, MediKids Health Insurance Act of 2009 H.R. 211/S. 211, Calling for 2-1-1 Act of 2009

Client expense: $120,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA), Veterans Affairs, Dept of (VA)

H.R. 20/S. 324, Melanie Blocker Stokes Mom's Opportunity to Access Health, Education, Research, and Support for Postpartum Depression Act H.R. 468/S. 245, Retooling the Health Care Workforce for an Aging America Act of 2009 H.R. 1350, Post-Abortion Depression Research and Care Act of 2009 H.R. 1092, No Discrimination in Health Insurance Act of 2009 H.R. 1558, Preexisting Condition Patient Protection Act of 2009 H.R. 914, Physician Workforce Enhancement Act of 2009 H.R. 1932, S. 999 Child Health Care Crisis Relief Act S. 391, Healthy Americans Act S. 1110, H.R. 2718, Medicare Payment Advisory Commission (MedPAC) Reform Act of 2009 S. 1679, Affordable Health Choices Act H.R. 3200, Americas Affordable Health Choices Act of 2009

Client expense: $120,000 · Firm income: Not reported

HR.463,The Prevention First Act; H. Con. Res. 48/S. Con. Res. 6, Women's Health Resolution; Comprehensive Sexuality Education funding (general); H.R. 1691/S.688, Breast Cancer Patient Protection Act. H.R.20/S.324, Melanie Blocker Stokes MOTHERS Act; H.R. 2427/S. 1050, Informed Consumer Choices in Health Care Act; America's Healthy Future Act; National HIV/AIDS Strategy (general); H.R. 3312 Preventing Unintended Pregnancies, Reducing the Need for Abortion and Supporting Parents. HIV Ban on Visitors and Immigrants (general);H.R. 1558/S. 623, Pre-existing Condition Patient Protection Act.; Cord Blood Banking (general); S.670, Smoke Free Mothers and Babies Act of 2009; H.R. 3090, Health Equity and Accountability Act; H.R. 2635, Gender Equity in Health Premiums Act; S. 1303, Women's Health Insurance Fairness Act; H.R. 3200, Americas Affordable Health Choices Act; Stillbirth (general); Sudden unexpected infant deaths (general); Healthcare reform (general); Postpartum Depression (general);Vaccination Requirements for US Immigration;Emergency Contraception over the counter;Insurance Transparency (general);Pre-existing condition exclusion (general);Gender rating (general);Maternity Coverage (general);Medical Home Demonstration Project(general);Alternatives to Medical Liability Reform Demonstration Project (general); Sustainable Growth Rate (general); Independent Medicare Advisory Council (general); Young Adult Plan (general);Preventive Care (general);Advanced Diagnostic Imaging(general);Ultrasound(general);Domestic Violence(general);Prescription Drug Coverage(general);Comparative Effectiveness Research(general). America's Healthy Future Act; Senate HELP Affordable Health Choices Act;Medicaid SCHIP Coverage and Reimbursement.

Client expense: Not reported · Firm income: $120,000

H.R. 1256, Family Smoking Prevention and Tobacco Control Act S. 408/H.R. 479, Wakefield Act S. 324/H.R. 20, Melanie Blocker Stokes MOTHERS Act H.R. 1246, Early Hearing Detection and Intervention Act of 2009 S.1445, Stillbirth and SUID Prevention, Education and Awareness Act of 2009 H.R. 3470, Nationally Enhancing the Wellbeing of Babies through Outreach and Research Now Act

Client expense: $100,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of

S.310- Affordable Care for Women Act- entire bill S.324/H.R.20- Melanie Blocker Stokes MOTHERS Act- entire bill S.969/H.R.2402-Women's Health Insurance Fairness Act of 2009- entire bill H.R.1410- Newborn, Child, and Mother Survival Act of 2009- provisions related to the use of family planning H.R.2475-Foreign Relations Authorization and Reform Act, Fiscal Years 2010 and 2011- provisions related to the State Departments Office of Global Womens Issues S.Con.Res.6/H.Con.Res.48- Expressing the Sense of Congress that National Health Care Reform Should Ensure that the Health Care Needs of Women and of All Individuals in the United State Are Met- entire bill H.Res.308- Honoring the Life, Legacy and Memory of Pedro Pablo Zamora y Diaz, an Extraordinary Educator and Activist and a Pioneer in the Battle Against the HIV/AIDS Epidemic- entire bill H.Con.Res.24- Expressing the Sense of Congress on the Need for a National AIDS Strategy- entire bill H.Con.Res.107- Supporting the goals and ideals of "National STD Awareness Month" - entire bill S.1034/ H.R.2840- Healthy Schools Act of 2009- provisions related to the distribution of contraceptives H.R.570- Protecting Patients and Health Care Act of 2009- entire bill S.319- Community Health Workers Act of 2009- entire bill H.R.444- 340B Program Improvement and Integrity Act of 2009- entire bill H.R.1928- Home Healthcare Nurse Promotion Act of 2009- entire bill S. Res.144/ H.Con.Res.120- A resolution supporting the goals and ideals of National Women's Health Week- entire bill H.Res.412- Supporting the goals and ideals of a National Day to Prevent Teen Pregnancy- entire bill H.R.1887- To establish a Presidential Commission on Women, and for other purposes- entire bill S.179- Health Information Technology Act of 2009- entire bill Nomination of Kathleen Sebelius as Secretary of the United States Department of Health and Human Services H.R.3200- America's Affordable Health Choices Act- provisions related to the designation of essential community providers, coverage of women's reproductive health services, the 340B drug pricing program and the public health insurance option S.391- Healthy Americans Act- provisions related to reform of women's health care (Bill not yet numbered) Senate Health, Education, Labor, and Pensions Committee Draft Bill- Affordable Health Choices Act- provisions related to the designation of essential community providers, coverage of women's reproductive health services, the 340B drug pricing program, the Medicaid family planning expansion and the public health insurance option (Bill not yet numbered) Senate Finance Committee Draft Health Care Reform Proposal- provisions related to the designation of essential community providers, coverage of women's reproductive health services, the 340B drug pricing program, the Medicaid family planning expansion and the public health insurance option

HPV Vaccination Mandate for Women and Girls; HR.463,The Prevention First Act;Repeal of Global Gag Rule; H. Con. Res. 48/S. Con. Res. 6, Women's Health Resolution; Comprehensive Sexuality Education funding (general); H.R. 1691/S.688, Breast Cancer Patient Protection Act. H.R.20/S.324, Melanie Blocker Stokes MOTHERS Act; H.R. 1558/S. 623, Pre-existing Condition Patient Protection Act.; Cord Blood Banking (general); S.670, Smoke Free Mothers and Babies Act of 2009; H.R. 3090, Health Equity and Accountability Act; H.R. 2635, Gender Equity in Health Premiums Act; S. 1303, Women's Health Insurance Fairness Act; H.R. 3200, Americas Affordable Health Choices Act; Stillbirth (general); Sudden unexpected infant deaths (general); Healthcare reform (general); Postpartum Depression (general);Vaccination Requirements for US Immigration;Emergency Contraception over the counter;Insurance Transparency (general);Pre-existing condition exclusion (general);Gender rating (general);Maternity Coverage (general);Medical Home Demonstration Progect(general);Alternatives to Medical Liability Reform Demonstration Project (general).

Client expense: Not reported · Firm income: $140,000

H.R. 20/S. 324, Melanie Blocker Stokes Mom's Opportunity to Access Health, Education, Research, and Support for Postpartum Depression Act H.R. 193, AmeriCare Health Care Act of 2009 H.R. 468/S. 245, Retooling the Health Care Workforce for an Aging America Act of 2009 H.R. 619, to repeal the exclusion from medical assistance under the Medicaid program of items and services for patients in an institution for mental diseases H.R. 676, United States National Health Care Act or the Expanded and Improved Medicare for All Act H.R.1011, Community Mental Health Services Improvement Act H.R. 1708/S. 700, Ending the Medicare Disability Waiting Period Act of 2009 H.R. 15, National Health Insurance Act H.R. 194, MediKids Health Insurance Act of 2009 H.R. 211/S. 211, Calling for 2-1-1 Act of 2009 H.R. 1086, Help Efficient, Accessible, Low-cost, Timely Healthcare (HEALTH) Act of 2009 (medical malpractice reform) H.R. 1468, Medical Justice Act of 2009 (medical malpractice reform) S. 45, Medical Care Access Protection Act of 2009 or the MCAP Act (medical malpractice reform) H.R. 1092, No Discrimination in Health Insurance Act of 2009 H.R. 1558, Preexisting Condition Patient Protection Act of 2009 H.R. 914, Physician Workforce Enhancement Act of 2009 H.R. 1457, Geriatrics Loan Forgiveness Act of 2009 H.R. 1932, S. 999 Child Health Care Crisis Relief Act of 2009 S. 264, E-Centives Act of 2009 H.R. 3200, Americas Affordable Health Choices Act of 2009 H.R. 3014 Small Business Health Information Technology Financing Act of 2009 H.R. 2537, Mental Health in Schools Act of 2009 H.R. 3090, Health Equality and Accountability Act of 2009 S. 1136, Mental Illness Chronic Care Improvement Act S. 1099, Independent Health Record Trust Act of 2009 S. 391, Healthy Americans Act S. 1110, H.R. 2718, Medicare Payment Advisory Commission (MedPAC) Reform Act of 2009 S. 1136, Mental Illness Chronic Care Improvement Act of 2009 S. ___, Affordable Health Choices Act H.R. 3191, Positive Aging Act of 2009 Guidance Specifying the Technologies and Methodologies That Render Protected Health Information Unusable, Unreadable, or Indecipherable to Unauthorized Individuals for Purposes of the Breach Notification Requirements Under Section 13402 of Title XIII (Health Information Technology for Economic and Clinical Health Act) of the American Recovery and Reinvestment Act of 2009; Request for Information

H.R. 20/S. 324, Melanie Blocker Stokes Mom's Opportunity to Access Health, Education, Research, and Support for Postpartum Depression Act H.R. 1350, Post-Abortion Depression Research and Care Act of 2009 H.R. 194, MediKids Health Insurance Act of 2009 H.R. 211/S. 211, Calling for 2-1-1 Act of 2009

Client expense: $120,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Veterans Affairs, Dept of (VA)

H.R. 20/S. 324, Melanie Blocker Stokes Mom's Opportunity to Access Health, Education, Research, and Support for Postpartum Depression Act H.R. 468/S. 245, Retooling the Health Care Workforce for an Aging America Act of 2009 H.R. 1350, Post-Abortion Depression Research and Care Act of 2009 H.R. 1092, No Discrimination in Health Insurance Act of 2009 H.R. 1558, Preexisting Condition Patient Protection Act of 2009 H.R. 914, Physician Workforce Enhancement Act of 2009 H.R. 1932, S. 999 Child Health Care Crisis Relief Act S. 391, Healthy Americans Act S. 1110, H.R. 2718, Medicare Payment Advisory Commission (MedPAC) Reform Act of 2009 S. ___, Affordable Health Choices Act H.R. 3200, Americas Affordable Health Choices Act of 2009

Client expense: $120,000 · Firm income: Not reported

H.R. 1256, Family Smoking Prevention and Tobacco Control Act S. 408/H.R. 479, Wakefield Act S. 324/H.R. 20, Melanie Blocker Stokes MOTHERS Act H.R. 1246, Early Hearing Detection and Intervention Act of 2009

Client expense: $110,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of

Melanie Blocker Stokes Mom's Opportunity to Access Health, Education, Research, and Support for Postpartum Depression Act (HR 20/S 324), all provisions related to funding education and outreach activities to help providers identify women suffering from postpartum depression (PPD) and providing grant funding to increase access to needed care. Community Mental Health Services Improvement Act (HR 1011/S 1188), all provisions of bill relating to community mental health services improvement Community Living Assistance Services and Supports (CLASS) Act (HR 1721/ S 697), all provisions relating to the creation of a new national insurance program for adults seeking access to long-term services and supports if they became functionally disabled. Child Healthcare Crisis Relief Act of 2009 (HR 1932), Section 3, which amends Part E of Title VII of the Public Health Service Act and is intended to help end the national shortage of children's mental health professionals, including school-based mental health professionals, by encouraging more individuals to enter the field. Affordable Health Choices Act, all provisions related to the coverage of mental health and substance use disorder services and health information technology investments.

Client expense: $65,698 · Firm income: Not reported

H.R. 1256, Family Smoking Prevention and Tobacco Control Act S. 408/H.R. 479, Wakefield Act S. 324/H.R. 20, Melanie Blocker Stokes MOTHERS Act H.R. 1246, Early Hearing Detection and Intervention Act of 2009

Client expense: $110,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of

Medicare Part D; Medicaid - American Reinvestment and Recovery Act of 2009 (HR 1); Comparative Effectiveness Research - ARRA (HR1); Health Information Technology - ARRA (HR1); Health Care Reform; Children's Health Insurance Program Reauthorization Act (H.R. 2); Mental Health on Campus Improvement Act (S. 682/HR 1704); Melanie Blocker Stokes MOTHERS Act Melanie Blocker Stokes MOTHERS Act (HR 20/S. 324); Child Health Care Crisis Relief Act of 2009 (HR 1932); Stop Child Abuse in Residential Programs for Teens Act of 2009 (HR 911); Juvenile Crime Reduction Act (HR 1931); Juvenile Justice and Delinquency Prevention Reauthorization Act of 2009 (S. 678); Community Mental Health Services Improvement Act (HR 1011); Youth PROMISE Act (HR 1064/S. 435); Prevention of mental health disorders

Client expense: $17,507 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE, White House Office