College for All Act of 2017

HR 52 Jobs, On-the-Job 'Earn While You Learn' Training, and Apprenticeships for African-American Young Men Act HR 56 America RISING Act of 2017 HR 245 Veterans' Education Equity Act HR 254 REAL Act of 2017 HR 413 Early Pell Promise Act HR 578 Military Residency Choice Act HR 795 Employer Participation in Student Loan Assistance Act HR 813 All-Year ACCESS Act HR 899 To terminate the Department of Education. HR 925 To amend title 38, United States Code, to clarify the eligibility for monthly stipends paid under the Post-9/11 Educational Assistance Program for certain members of the reserve components of the Armed Forces. HR 1050 Youth Access to American Jobs Act of 2017 HR 1127 Student Loan Fairness Act HR 1193 Financial Literacy to Financial Freedom Act HR 1206 Reducing Barriers for Veterans Education Act of 2017 HR 1283 Transparency in Student Lending Act HR 1331 Veterans Success on Campus Act of 2017 HR 1379 To amend title 38, United States Code, to provide for the entitlement to educational assistance under the Post-9/11 Educational Assistance Program of the Department of Veterans Affairs for members of the Armed Forces awarded the Purple Heart. HR 1391 Veterans Success on Campus Act of 2017 HR 1485 Flexible Pell Grant for 21st Century Students Act HR 1510 States' Education Reclamation Act of 2017 HR 1576 Innovation Corps Act of 2017 HR 1710 Making Education Affordable and Accessible Act of 2017 HR 1880 College for All Act of 2017 HR 1949 Campus Accountability and Safety Act HR 4508 The PROSPER ACT S 206 JOBS Act of 2017 S 246 Campus Fire Safety Education Act of 2017 S 268 Investing in Student Success Act of 2017 S 351 Comprehensive Student Achievement Information Act of 2017 S 353 Preserve Access to Medicare Rural Home Health Services Act of 2017 S 615 Higher Education Innovation Act S 628 Educating Tomorrow's Workforce Act of 2017 S 648 Computer Science Career Education Act of 2017 S 716 Dollar-for-Dollar Deficit Reduction Act S 749 Transparency in Student Lending Act S 754 Cyber Scholarship Opportunities Act of 2017 S 790 Innovation for Tomorrow's Workforce Act S 795 Workforce Advance Act S 806 College for All Act of 2017 S 840 Go to High School, Go to College Act of 2017 Higher Education Act Legislation Lobbying

Client expense: Not reported · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

HR 52 Jobs, On-the-Job 'Earn While You Learn' Training, and Apprenticeships for African-American Young Men Act HR 56 America RISING Act of 2017 HR 245 Veterans' Education Equity Act HR 254 REAL Act of 2017 HR 413 Early Pell Promise Act HR 578 Military Residency Choice Act HR 795 Employer Participation in Student Loan and Assistance Act HR 813 All-Year ACCESS Act HR 899 To terminate the Department of Education. HR 925 To amend title 38, United States Code, to clarify the eligibility for monthly stipends paid under the Post-9/11 Educational Assistance Program for certain members of the reserve components of the Armed Forces. HR 1050 Youth Access to American Jobs Act of 2017 HR 1127 Student Loan Fairness Act HR 1193 Financial Literacy to Financial Freedom Act HR 1206 Reducing Barriers for Veterans Education Act of 2017 HR 1283 Transparency in Student Lending Act HR 1331 Veterans Success on Campus Act of 2017 HR 1379 To amend title 38, United States Code, to provide for the entitlement to educational assistance under the Post-9/11 Educational Assistance Program of the Department of Veterans Affairs for members of the Armed Forces awarded the Purple Heart. HR 1391 Veterans Success on Campus Act of 2017 HR 1485 Flexible Pell Grant for 21st Century Students Act HR 1510 States' Education Reclamation Act of 2017 HR 1576 Innovation Corps Act of 2017 HR 1710 Making Education Affordable and Accessible Act of 2017 HR 1880 College for All Act of 2017 HR 1949 Campus Accountability and Safety Act HR 4508 The PROSPER ACT S 206 JOBS Act of 2017 S 246 Campus Fire Safety Education Act of 2017 S 268 Investing in Student Success Act of 2017 S 351 Comprehensive Student Achievement Information Act of 2017 S 353 Preserve Access to Medicare Rural Home Health Services Act of 2017 S 615 Higher Education Innovation Act S 628 Educating Tomorrow's Workforce Act of 2017 S 648 Computer Science Career Education Act of 2017 S 716 Dollar-for-Dollar Deficit Reduction Act S 749 Transparency in Student Lending Act S 754 Cyber Scholarship Opportunities Act of 2017 S 790 Innovation for Tomorrow's Workforce Act S 795 Workforce Advance Act S 806 College for All Act of 2017 S 840 Go to High School, Go to College Act of 2017 Higher Education Act Legislation Lobbying

HR 52 Jobs, On-the-Job 'Earn While You Learn' Training, and Apprenticeships for African-American Young Men Act HR 56 America RISING Act of 2017 HR 245 Veterans' Education Equity Act HR 254 REAL Act of 2017 HR 413 Early Pell Promise Act HR 578 Military Residency Choice Act HR 795 Employer Participation in Student Loan and Assistance Act HR 813 All-Year ACCESS Act HR 899 To terminate the Department of Education. HR 925 To amend title 38, United States Code, to clarify the eligibility for monthly stipends paid under the Post-9/11 Educational Assistance Program for certain members of the reserve components of the Armed Forces. HR 1050 Youth Access to American Jobs Act of 2017 HR 1127 Student Loan Fairness Act HR 1193 Financial Literacy to Financial Freedom Act HR 1206 Reducing Barriers for Veterans Education Act of 2017 HR 1283 Transparency in Student Lending Act HR 1331 Veterans Success on Campus Act of 2017 HR 1379 To amend title 38, United States Code, to provide for the entitlement to educational assistance under the Post-9/11 Educational Assistance Program of the Department of Veterans Affairs for members of the Armed Forces awarded the Purple Heart. HR 1391 Veterans Success on Campus Act of 2017 HR 1485 Flexible Pell Grant for 21st Century Students Act HR 1510 States' Education Reclamation Act of 2017 HR 1576 Innovation Corps Act of 2017 HR 1710 Making Education Affordable and Accessible Act of 2017 HR 1880 College for All Act of 2017 HR 1949 Campus Accountability and Safety Act HR 4508 The PROSPER ACT S 206 JOBS Act of 2017 S 246 Campus Fire Safety Education Act of 2017 S 268 Investing in Student Success Act of 2017 S 351 Comprehensive Student Achievement Information Act of 2017 S 353 Preserve Access to Medicare Rural Home Health Services Act of 2017 S 615 Higher Education Innovation Act S 628 Educating Tomorrow's Workforce Act of 2017 S 648 Computer Science Career Education Act of 2017 S 716 Dollar-for-Dollar Deficit Reduction Act S 749 Transparency in Student Lending Act S 754 Cyber Scholarship Opportunities Act of 2017 S 790 Innovation for Tomorrow's Workforce Act S 795 Workforce Advance Act S 806 College for All Act of 2017 S 840 Go to High School, Go to College Act of 2017 Higher Education Act Legislation Lobbying

HR 52 Jobs, On-the-Job 'Earn While You Learn' Training, and Apprenticeships for African-American Young Men Act HR 56 America RISING Act of 2017 HR 245 Veterans' Education Equity Act HR 254 REAL Act of 2017 HR 413 Early Pell Promise Act HR 578 Military Residency Choice Act HR 795 Employer Participation in Student Loan Assistance Act HR 813 All-Year ACCESS Act HR 899 To terminate the Department of Education. HR 925 To amend title 38, United States Code, to clarify the eligibility for monthly stipends paid under the Post-9/11 Educational Assistance Program for certain members of the reserve components of the Armed Forces. HR 1050 Youth Access to American Jobs Act of 2017 HR 1127 Student Loan Fairness Act HR 1193 Financial Literacy to Financial Freedom Act HR 1206 Reducing Barriers for Veterans Education Act of 2017 HR 1283 Transparency in Student Lending Act HR 1331 Veterans Success on Campus Act of 2017 HR 1379 To amend title 38, United States Code, to provide for the entitlement to educational assistance under the Post-9/11 Educational Assistance Program of the Department of Veterans Affairs for members of the Armed Forces awarded the Purple Heart. HR 1391 Veterans Success on Campus Act of 2017 HR 1485 Flexible Pell Grant for 21st Century Students Act HR 1510 States' Education Reclamation Act of 2017 HR 1576 Innovation Corps Act of 2017 HR 1710 Making Education Affordable and Accessible Act of 2017 HR 1880 College for All Act of 2017 HR 1949 Campus Accountability and Safety Act HR 4508 The PROSPER ACT S 206 JOBS Act of 2017 S 246 Campus Fire Safety Education Act of 2017 S 268 Investing in Student Success Act of 2017 S 351 Comprehensive Student Achievement Information Act of 2017 S 353 Preserve Access to Medicare Rural Home Health Services Act of 2017 S 615 Higher Education Innovation Act S 628 Educating Tomorrow's Workforce Act of 2017 S 648 Computer Science Career Education Act of 2017 S 716 Dollar-for-Dollar Deficit Reduction Act S 749 Transparency in Student Lending Act S 754 Cyber Scholarship Opportunities Act of 2017 S 790 Innovation for Tomorrow's Workforce Act S 795 Workforce Advance Act S 806 College for All Act of 2017 S 840 Go to High School, Go to College Act of 2017 Higher Education Act Legislation Lobbying

General tax issues related to mutual funds Issues related to tax incentives for retirement savings, including the potential for Roth mandates Commodity related investments, savings Capital gains and dividend tax rates Financial transaction tax proposals, including the Inclusive Prosperity Act of 2017 (H.R. 1144) and the College for All Act (H.R. 1880) Issues related to limitations on exclusion of municipal bond interest Issues related to 529 college savings plans; encourage retention of 529 plan tax incentives Issues related to mobile workforce legislation, including the Mobile Workforce State Income Tax Simplification Act (S. 540, H.R. 1393) Issues related to the excise tax on the excess benefit portion of high-cost employer sponsored health care plans (known as Cadillac plans) Issues related to REIT pass-through deduction

Client expense: $550,000 · Firm income: Not reported

S. 806 - support for the College for All Act H.R. 1880 - support for the College for All Act

Client expense: $40,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 52 Jobs, On-the-Job 'Earn While You Learn' Training, and Apprenticeships for African-American Young Men Act HR 56 America RISING Act of 2017 HR 245 Veterans' Education Equity Act HR 254 REAL Act of 2017 HR 413 Early Pell Promise Act HR 578 Military Residency Choice Act HR 795 Employer Participation in Student Loan and Assistance Act HR 813 All-Year ACCESS Act HR 899 To terminate the Department of Education. HR 925 To amend title 38, United States Code, to clarify the eligibility for monthly stipends paid under the Post-9/11 Educational Assistance Program for certain members of the reserve components of the Armed Forces. HR 1050 Youth Access to American Jobs Act of 2017 HR 1127 Student Loan Fairness Act HR 1193 Financial Literacy to Financial Freedom Act HR 1206 Reducing Barriers for Veterans Education Act of 2017 HR 1283 Transparency in Student Lending Act HR 1331 Veterans Success on Campus Act of 2017 HR 1379 To amend title 38, United States Code, to provide for the entitlement to educational assistance under the Post-9/11 Educational Assistance Program of the Department of Veterans Affairs for members of the Armed Forces awarded the Purple Heart. HR 1391 Veterans Success on Campus Act of 2017 HR 1485 Flexible Pell Grant for 21st Century Students Act HR 1510 States' Education Reclamation Act of 2017 HR 1576 Innovation Corps Act of 2017 HR 1710 Making Education Affordable and Accessible Act of 2017 HR 1880 College for All Act of 2017 HR 1949 Campus Accountability and Safety Act HR 4508 The PROSPER ACT S 206 JOBS Act of 2017 S 246 Campus Fire Safety Education Act of 2017 S 268 Investing in Student Success Act of 2017 S 351 Comprehensive Student Achievement Information Act of 2017 S 353 Preserve Access to Medicare Rural Home Health Services Act of 2017 S 615 Higher Education Innovation Act S 628 Educating Tomorrow's Workforce Act of 2017 S 648 Computer Science Career Education Act of 2017 S 716 Dollar-for-Dollar Deficit Reduction Act S 749 Transparency in Student Lending Act S 754 Cyber Scholarship Opportunities Act of 2017 S 790 Innovation for Tomorrow's Workforce Act S 795 Workforce Advance Act S 806 College for All Act of 2017 S 840 Go to High School, Go to College Act of 2017 Higher Education Act Legislation Lobbying

HR 52 Jobs, On-the-Job 'Earn While You Learn' Training, and Apprenticeships for African-American Young Men Act HR 56 America RISING Act of 2017 HR 245 Veterans' Education Equity Act HR 254 REAL Act of 2017 HR 413 Early Pell Promise Act HR 578 Military Residency Choice Act HR 795 Employer Participation in Student Loan Assistance Act HR 813 All-Year ACCESS Act HR 899 To terminate the Department of Education. HR 925 To amend title 38, United States Code, to clarify the eligibility for monthly stipends paid under the Post-9/11 Educational Assistance Program for certain members of the reserve components of the Armed Forces. HR 1050 Youth Access to American Jobs Act of 2017 HR 1127 Student Loan Fairness Act HR 1193 Financial Literacy to Financial Freedom Act HR 1206 Reducing Barriers for Veterans Education Act of 2017 HR 1283 Transparency in Student Lending Act HR 1331 Veterans Success on Campus Act of 2017 HR 1379 To amend title 38, United States Code, to provide for the entitlement to educational assistance under the Post-9/11 Educational Assistance Program of the Department of Veterans Affairs for members of the Armed Forces awarded the Purple Heart. HR 1391 Veterans Success on Campus Act of 2017 HR 1485 Flexible Pell Grant for 21st Century Students Act HR 1510 States' Education Reclamation Act of 2017 HR 1576 Innovation Corps Act of 2017 HR 1710 Making Education Affordable and Accessible Act of 2017 HR 1880 College for All Act of 2017 HR 1949 Campus Accountability and Safety Act HR 4508 The PROSPER ACT S 206 JOBS Act of 2017 S 246 Campus Fire Safety Education Act of 2017 S 268 Investing in Student Success Act of 2017 S 351 Comprehensive Student Achievement Information Act of 2017 S 353 Preserve Access to Medicare Rural Home Health Services Act of 2017 S 615 Higher Education Innovation Act S 628 Educating Tomorrow's Workforce Act of 2017 S 648 Computer Science Career Education Act of 2017 S 716 Dollar-for-Dollar Deficit Reduction Act S 749 Transparency in Student Lending Act S 754 Cyber Scholarship Opportunities Act of 2017 S 790 Innovation for Tomorrow's Workforce Act S 795 Workforce Advance Act S 806 College for All Act of 2017 S 840 Go to High School, Go to College Act of 2017 Higher Education Act Legislation Lobbying

S. 128 by GRAHAM (R-SC) legislation to protect certain individuals who came to the U.S. as children S. 615 by BENNET (D-CO) Higher Education Innovation Act S. 729 by DURBIN (D-IL) Fairness for Struggling Students Act S. 806 by SANDERS (I-VT) College for All Act S. 888 by GRASSLEY (R-IA) Understanding the True Cost of College Act of 2017 S. 889 by GRASSLEY (R-IA) Net Price Calculator Improvement Act S. 1121 by HATCH (R-UT) College Transparency Act S. 1135 by WARREN (D-MA) Pell Grant Restoration Act S. 1136 by HIRONO (D-HI) Pell Preservation and Expansion Act S. 1615 by GRAHAM (R-SC) Dream Act of 2017 S. 1771 BLUNT (R-MO) FY18 Labor-HHS Education Appropriations S. 1808 by BALDWIN (R-CA) Federal Perkins Loan Program Extension Act of 2017 S. 1939 by SHAHEEN (D-NH) Student Protection and Success Act S. 2138 by WARREN (D-MA) AIM HIGH ACT - Accessible Instructional Materials in Higher Education S. 2150 by GRASSLEY (R-IA) Net Price Calculator Improvement Act S. 2169 by WYDEN (D-OR) Student Right to Know Before You Go Act of 2017 S. 2228 by LEE (R-UT) Higher Education Reform and Opportunity Act of 2017 S. 2707 by SCOTT (R-SC) Protecting Workplace Advancement and Opportunity Act H.R. 483 by HUNTER (R-CA) No Funding for Sanctuary Campuses Act H.R. 496 by COFFMAN (R-CO) legislation to protect certain individuals that came here as children H.R. 795 by DAVIS (R-IL) legislation to extend employer provided education assistance to employer provided loan repayment assistance H.R. 1180 by ROBY (R-AL) Working Families Flexibility Act H.R. 1301 by FRELINGHUYSEN (R-NJ) Continuing Appropriations Amendments Act of 2018 H.R. 1434 by COURTNEY (D-CT) to amend HEA to provide for refinancing of certain Federal student loans H.R. 1485 by STEFANIK (R-NY) Flexible Pell Grant for 21st Century Students Act H.R. 1614 by POCAN (D-WI) Student Loan Refinancing Act H.R. 1625 by FRELINGHUYSEN (R-NJ) Final FY22018 Consolidated Appropriations Act H.R. 1635 by GUTHRIE (R-KY) Empowering Students through Enhanced Financial Counseling Act H.R. 1772 by ROE (R-TN) AIM HIGH ACT - Accessible Instructional Materials in Higher Education H.R. 1880 by JAYAPAL (D-WA) College for All Act H.R. 2015 by DOGGETT (D-TX) Equitable Student Aid Access Act H.R. 2429 by McDERMOTT (D-WA) Student Loan Tax Debt Relief Act H.R. 2434 by MITCHELL (R-MI) College Transparency Act H.R. 2451 by DAVIS (D-CA) Pell Grant Preservation & Expansion Act H.R. 2477 by COURTNEY (D-CT) Bank on Students Emergency Loan Refinancing Act H.R. 2482 by STEFANIK (R-NY) Federal Perkins Loan Program Extension Act of 2017 H.R. 2521 by EDWARDS (D-MD) Restoring Education and Learning (REAL) Act H.R. 3358 COLE (R-OK) FY2018 Labor-HHS Education Appropriations H.R. 3432 by YOUNG (R-IN) Investing in Student Success Act H.R. 3440 by ROYBAL-ALLARD (D-CA) Dream Act of 2017 H.R. 3581 by DESAULNIER (D-CA) The Pell Grant Flexibility Act of 2017 H.R. 3734 by MESSER (R-IN) Reverse Transfer Efficiency Act of 2017 H.R. 4119 by MESSER (R-IN) Student Loan Disclosure Modernization Act H.R. 4272 by DESANTIS (R-FL) Higher Education Reform and Opportunity Act of 2017 H.R. 4336 by LEWIS (R-MN) College Completion and Success Act H.R. 4372 by FERGUSON (R-GA) Help Students Repay Act H.R. 4479 by HUNTER (R-CA) Student Right to Know Before You Go Act of 2017 H.R. 4491 by PRICE (D-NC) Advancing International and Foreign Language Education Act H.R. 4508 by FOXX (R-NC) (PROSPER Act - HEA Reauthorization) Promoting Real Opportunity, Success, and Prosperity through Education Reform H.R. 4667 by FRELINGHUYSEN (R-NJ) Hurricane Disaster Relief H.R. 4773 by WALBERG (R-MI) Protecting Workplace Advancement and Opportunity Act H.R. 5528 by HECK (R-NV) Simplifying the Application for Student Aid Act H.R. 5529 by HECK (R-NV) Accessing Higher Education Opportunity Act H.R. 6094 by WALBERG (R-MI) Regulatory Relief for Small Businesses, Schools, and Nonprofits Act of 2016 H. Res. 307 by ROE (R-TN) Expressing the sense of the House of Representatives relating to protecting freedom of speech, thought, and expression at institutions of higher education

General tax issues related to mutual funds Issues related to tax incentives for retirement savings, including the potential for Roth mandates Commodity related investments, savings Capital gains and dividend tax rates Financial transaction tax proposals, including the Inclusive Prosperity Act of 2017 (H.R. 1144) and the College for All Act (H.R. 1880) Issues related to limitations on exclusion of municipal bond interest Issues related to 529 college savings plans; encourage retention of 529 plan tax incentives Issues related to mobile workforce legislation, including the Mobile Workforce State Income Tax Simplification Act (S. 540, H.R. 1393) Issues related to the excise tax on the excess benefit portion of high-cost employer sponsored health care plans (known as Cadillac plans)

Client expense: $610,000 · Firm income: Not reported

HR 52 Jobs, On-the-Job 'Earn While You Learn' Training, and Apprenticeships for African-American Young Men Act HR 56 America RISING Act of 2017 HR 245 Veterans' Education Equity Act HR 254 REAL Act of 2017 HR 413 Early Pell Promise Act HR 578 Military Residency Choice Act HR 795 Employer Participation in Student Loan and Assistance Act HR 813 All-Year ACCESS Act HR 899 To terminate the Department of Education. HR 925 To amend title 38, United States Code, to clarify the eligibility for monthly stipends paid under the Post-9/11 Educational Assistance Program for certain members of the reserve components of the Armed Forces. HR 1050 Youth Access to American Jobs Act of 2017 HR 1127 Student Loan Fairness Act HR 1193 Financial Literacy to Financial Freedom Act HR 1206 Reducing Barriers for Veterans Education Act of 2017 HR 1283 Transparency in Student Lending Act HR 1331 Veterans Success on Campus Act of 2017 HR 1379 To amend title 38, United States Code, to provide for the entitlement to educational assistance under the Post-9/11 Educational Assistance Program of the Department of Veterans Affairs for members of the Armed Forces awarded the Purple Heart. HR 1391 Veterans Success on Campus Act of 2017 HR 1485 Flexible Pell Grant for 21st Century Students Act HR 1510 States' Education Reclamation Act of 2017 HR 1576 Innovation Corps Act of 2017 HR 1710 Making Education Affordable and Accessible Act of 2017 HR 1880 College for All Act of 2017 HR 1949 Campus Accountability and Safety Act HR 4508 The PROSPER ACT S 206 JOBS Act of 2017 S 246 Campus Fire Safety Education Act of 2017 S 268 Investing in Student Success Act of 2017 S 351 Comprehensive Student Achievement Information Act of 2017 S 353 Preserve Access to Medicare Rural Home Health Services Act of 2017 S 615 Higher Education Innovation Act S 628 Educating Tomorrow's Workforce Act of 2017 S 648 Computer Science Career Education Act of 2017 S 716 Dollar-for-Dollar Deficit Reduction Act S 749 Transparency in Student Lending Act S 754 Cyber Scholarship Opportunities Act of 2017 S 790 Innovation for Tomorrow's Workforce Act S 795 Workforce Advance Act S 806 College for All Act of 2017 S 840 Go to High School, Go to College Act of 2017

HR 52 Jobs, On-the-Job 'Earn While You Learn' Training, and Apprenticeships for African-American Young Men Act HR 56 America RISING Act of 2017 HR 245 Veterans' Education Equity Act HR 254 REAL Act of 2017 HR 413 Early Pell Promise Act HR 578 Military Residency Choice Act HR 795 Employer Participation in Student Loan Assistance Act HR 813 All-Year ACCESS Act HR 899 To terminate the Department of Education. HR 925 To amend title 38, United States Code, to clarify the eligibility for monthly stipends paid under the Post-9/11 Educational Assistance Program for certain members of the reserve components of the Armed Forces. HR 1050 Youth Access to American Jobs Act of 2017 HR 1127 Student Loan Fairness Act HR 1193 Financial Literacy to Financial Freedom Act HR 1206 Reducing Barriers for Veterans Education Act of 2017 HR 1283 Transparency in Student Lending Act HR 1331 Veterans Success on Campus Act of 2017 HR 1379 To amend title 38, United States Code, to provide for the entitlement to educational assistance under the Post-9/11 Educational Assistance Program of the Department of Veterans Affairs for members of the Armed Forces awarded the Purple Heart. HR 1391 Veterans Success on Campus Act of 2017 HR 1485 Flexible Pell Grant for 21st Century Students Act HR 1510 States' Education Reclamation Act of 2017 HR 1576 Innovation Corps Act of 2017 HR 1710 Making Education Affordable and Accessible Act of 2017 HR 1880 College for All Act of 2017 HR 1949 Campus Accountability and Safety Act HR 4508 The PROSPER ACT S 206 JOBS Act of 2017 S 246 Campus Fire Safety Education Act of 2017 S 268 Investing in Student Success Act of 2017 S 351 Comprehensive Student Achievement Information Act of 2017 S 353 Preserve Access to Medicare Rural Home Health Services Act of 2017 S 615 Higher Education Innovation Act S 628 Educating Tomorrow's Workforce Act of 2017 S 648 Computer Science Career Education Act of 2017 S 716 Dollar-for-Dollar Deficit Reduction Act S 749 Transparency in Student Lending Act S 754 Cyber Scholarship Opportunities Act of 2017 S 790 Innovation for Tomorrow's Workforce Act S 795 Workforce Advance Act S 806 College for All Act of 2017 S 840 Go to High School, Go to College Act of 2017

S. 128 by GRAHAM (R-SC) legislation to protect certain individuals who came to the U.S. as children S. 615 by BENNET (D-CO) Higher Education Innovation Act S. 729 by DURBIN (D-IL) Fairness for Struggling Students Act S. 806 by SANDERS (I-VT) College for All Act S. 888 by GRASSLEY (R-IA) Understanding the True Cost of College Act of 2017 S. 889 by GRASSLEY (R-IA) Net Price Calculator Improvement Act S. 900 by HIRONO (D-HI) Year-Round Pell Grant Restoration Act S. 1121 by HATCH (R-UT) College Transparency Act S. 1135 by WARREN (D-MA) Pell Grant Restoration Act S. 1136 by HIRONO (D-HI) Pell Preservation and Expansion Act S. 1615 by GRAHAM (R-SC) Dream Act of 2017 S. 1771 BLUNT (R-MO) FY18 Labor-HHS Education Appropriations S. 1808 by BALDWIN (R-CA) Federal Perkins Loan Program Extension Act of 2017 S. 1939 by SHAHEEN (D-NH) Student Protection and Success Act S. 2138 by WARREN (D-MA) AIM HIGH ACT - Accessible Instructional Materials in Higher Education S. 2150 by GRASSLEY (R-IA) Net Price Calculator Improvement Act S. 2169 by WYDEN (D-OR) Student Right to Know Before You Go Act of 2017 S. 2228 by LEE (R-UT) Higher Education Reform and Opportunity Act of 2017 S. 2707 by SCOTT (R-SC) Protecting Workplace Advancement and Opportunity Act S. Con. Res. 25 by ENZI (R-WY) FY2018 Budget Resolution H.R. 1 by BRADY (R-TX) Tax Cuts and Jobs Act H.R. 483 by HUNTER (R-CA) No Funding for Sanctuary Campuses Act H.R. 496 by COFFMAN (R-CO) legislation to protect certain individuals that came here as children H.R. 795 by DAVIS (R-IL) legislation to extend employer provided education assistance to employer provided loan repayment assistance H.R. 1180 by ROBY (R-AL) Working Families Flexibility Act H.R. 1399 by FRANKEL (D-FL) to authorize and improve a grant program to assist institutions of higher education in establishing, maintaining, improving and operating Veteran Student Centers H.R. 1434 by COURTNEY (D-CT) to amend HEA to provide for refinancing of certain Federal student loans H.R. 1485 by STEFANIK (R-NY) Flexible Pell Grant for 21st Century Students Act H.R. 1614 by POCAN (D-WI) Student Loan Refinancing Act H.R. 1635 by GUTHRIE (R-KY) Empowering Students through Enhanced Financial Counseling Act H.R. 1772 by ROE (R-TN) AIM HIGH ACT - Accessible Instructional Materials in Higher Education H.R. 1880 by JAYAPAL (D-WA) College for All Act H.R. 2015 by DOGGETT (D-TX) Equitable Student Aid Access Act H.R. 2429 by McDERMOTT (D-WA) Student Loan Tax Debt Relief Act H.R. 2434 by MITCHELL (R-MI) College Transparency Act H.R. 2451 by DAVIS (D-CA) Pell Grant Preservation & Expansion Act H.R. 2477 by COURTNEY (D-CT) Bank on Students Emergency Loan Refinancing Act H.R. 2482 by STEFANIK (R-NY) Federal Perkins Loan Program Extension Act of 2017 H.R. 2521 by EDWARDS (D-MD) Restoring Education and Learning (REAL) Act H.R. 3358 COLE (R-OK) FY2018 Labor-HHS Education Appropriations H.R. 3432 by YOUNG (R-IN) Investing in Student Success Act H.R. 3440 by ROYBAL-ALLARD (D-CA) Dream Act of 2017 H.R. 3581 by DESAULNIER (D-CA) The Pell Grant Flexibility Act of 2017 H.R. 3734 by MESSER (R-IN) Reverse Transfer Efficiency Act of 2017 H.R. 4119 by MESSER (R-IN) Student Loan Disclosure Modernization Act H.R. 4272 by DESANTIS (R-FL) Higher Education Reform and Opportunity Act of 2017 H.R. 4336 by LEWIS (R-MN) College Completion and Success Act H.R. 4372 by FERGUSON (R-GA) Help Students Repay Act H.R. 4479 by HUNTER (R-CA) Student Right to Know Before You Go Act of 2017 H.R. 4491 by PRICE (D-NC) Advancing International and Foreign Language Education Act H.R. 4508 by FOXX (R-NC) (PROSPER Act - HEA Reauthorization) Promoting Real Opportunity, Success, and Prosperity through Education Reform H.R. 4667 by FRELINGHUYSEN (R-NJ) Hurricane Disaster Relief H.R. 4773 by WALBERG (R-MI) Protecting Workplace Advancement and Opportunity Act H.R. 5528 by HECK (R-NV) Simplifying the Application for Student Aid Act H.R. 5529 by HECK (R-NV) Accessing Higher Education Opportunity Act H.R. 6094 by WALBERG (R-MI) Regulatory Relief for Small Businesses, Schools, and Nonprofits Act of 2016 H. Con. Res. 71 by BLACK (R-TN) FY18 Budget Resolution H.J. Res. 123 by FRELINGHUYSEN (R-NJ) Continuing Resolution FY2018 H. Res. 307 by ROE (R-TN) Expressing the sense of the House of Representatives relating to protecting freedom of speech, thought, and expression at institutions of higher education

General tax issues related to mutual funds Issues related to tax incentives for retirement savings, including the potential for Roth mandates Commodity related investments, savings Capital gains and dividend tax rates Financial transaction tax proposals, including the Inclusive Prosperity Act of 2017 (H.R. 1144) and the College for All Act (H.R. 1880) Issues related to limitations on exclusion of municipal bond interest Issues related to the impact of tax reform proposals on the municipal bond market and issuers Issues related to 529 college savings plans; encourage retention of 529 plan tax incentives Issues related to mobile workforce legislation, including the Mobile Workforce State Income Tax Simplification Act (S. 540, H.R. 1393) Issues related to the excise tax on the excess benefit portion of high-cost employer sponsored health care plans (known as Cadillac plans) Issues related to mandatory FIFO treatment of the sale of securities Issues related to comprehensive tax reform including H.R. 1

Client expense: $810,000 · Firm income: Not reported

HR 52 Jobs, On-the-Job 'Earn While You Learn' Training, and Apprenticeships for African-American Young Men Act HR 56 America RISING Act of 2017 HR 245 Veterans' Education Equity Act HR 254 REAL Act of 2017 HR 413 Early Pell Promise Act HR 578 Military Residency Choice Act HR 795 Employer Participation in Student Loan Assistance Act HR 813 All-Year ACCESS Act HR 899 To terminate the Department of Education. HR 925 To amend title 38, United States Code, to clarify the eligibility for monthly stipends paid under the Post-9/11 Educational Assistance Program for certain members of the reserve components of the Armed Forces. HR 1050 Youth Access to American Jobs Act of 2017 HR 1127 Student Loan Fairness Act HR 1193 Financial Literacy to Financial Freedom Act HR 1206 Reducing Barriers for Veterans Education Act of 2017 HR 1283 Transparency in Student Lending Act HR 1331 Veterans Success on Campus Act of 2017 HR 1379 To amend title 38, United States Code, to provide for the entitlement to educational assistance under the Post-9/11 Educational Assistance Program of the Department of Veterans Affairs for members of the Armed Forces awarded the Purple Heart. HR 1391 Veterans Success on Campus Act of 2017 HR 1485 Flexible Pell Grant for 21st Century Students Act HR 1510 States' Education Reclamation Act of 2017 HR 1576 Innovation Corps Act of 2017 HR 1710 Making Education Affordable and Accessible Act of 2017 HR 1880 College for All Act of 2017 HR 1949 Campus Accountability and Safety Act S 206 JOBS Act of 2017 S 246 Campus Fire Safety Education Act of 2017 S 268 Investing in Student Success Act of 2017 S 351 Comprehensive Student Achievement Information Act of 2017 S 353 Preserve Access to Medicare Rural Home Health Services Act of 2017 S 615 Higher Education Innovation Act S 628 Educating Tomorrow's Workforce Act of 2017 S 648 Computer Science Career Education Act of 2017 S 716 Dollar-for-Dollar Deficit Reduction Act S 749 Transparency in Student Lending Act S 754 Cyber Scholarship Opportunities Act of 2017 S 790 Innovation for Tomorrow's Workforce Act S 795 Workforce Advance Act S 806 College for All Act of 2017 S 840 Go to High School, Go to College Act of 2017

S. 128 by GRAHAM (R-SC) legislation to protect certain individuals who came to the U.S. as children S. 615 by BENNET (D-CO) Higher Education Innovation Act S. 729 by DURBIN (D-IL) Fairness for Struggling Students Act S. 806 by SANDERS (I-VT) College for All Act S. 888 by GRASSLEY (R-IA) Understanding the True Cost of College Act of 2017 S. 889 by GRASSLEY (R-IA) Net Price Calculator Improvement Act S. 900 by HIRONO (D-HI) Year-Round Pell Grant Restoration Act S. 1121 by HATCH (R-UT) College Transparency Act S. 1135 by WARREN (D-MA) Pell Grant Restoration Act S. 1136 by HIRONO (D-HI) Pell Preservation and Expansion Act S. 1615 by GRAHAM (R-SC) Dream Act of 2017 S. 1648 BLUNT (R-MO) FY18 Labor-HHS Education Appropriations S. 1808 by BALDWIN (R-CA) Federal Perkins Loan Program Extension Act of 2017 S. 1939 by SHAHEEN (D-NH) Student Protection and Success Act S. 2150 by GRASSLEY (R-IA) Net Price Calculator Improvement Act S. 2707 by SCOTT (R-SC) Protecting Workplace Advancement and Opportunity Act H.R. 244 by COOK (R-CA) Omnibus Consolidated Appropriations FY 2917 H.R. 483 by HUNTER (R-CAZ) No Funding for Sanctuary Campuses Act H.R. 496 by COFFMAN (R-CO) legislation to protect certain individuals that came here as children H.R. 601 LOWEY (D-NY) FY2018 Continuing Resolution and Supplemental Appropriations for Disaster Relief Act of 2017 H.R. 795 by DAVIS (R-IL) legislation to extend employer provided education assistance to employer provided loan repayment assistance H.R. 1180 by ROBY (R-AL) Working Families Flexibility Act H.R. 1399 by FRANKEL (D-FL) to authorize and improve a grant program to assist institutions of higher education in establishing, maintaining, improving and operating Veteran Student Centers H.R. 1434 by COURTNEY (D-CT) to amend HEA to provide for refinancing of certain Federal student loans H.R. 1485 by STEFANIK (R-NY) Flexible Pell Grant for 21st Century Students Act H.R. 1614 by POCAN (D-WI) Student Loan Refinancing Act H.R. 1635 by GUTHRIE (R-KY) Empowering Students through Enhanced Financial Counseling Act H.R. 1793 by TIM RYAN (D-OH) Veterans Education Priority Enrollment Act H.R. 1880 by JAYAPAL (D-WA) College for All Act H.R. 2015 by DOGGETT (D-TX) Equitable Student Aid Access Act H.R. 2084 by ROYBAL-ALLARD (D-CA) Year-Round Pell Grant Restoration Act H.R. 2429 by McDERMOTT (D-WA) Student Loan Tax Debt Relief Act H.R. 2434 by MITCHELL (R-MI) College Transparency Act H.R. 2451 by DAVIS (D-CA) Pell Grant Preservation & Expansion Act H.R. 2477 by COURTNEY (D-CT) Bank on Students Emergency Loan Refinancing Act H.R. 2482 by STEFANIK (R-NY) Federal Perkins Loan Program Extension Act of 2017 H.R. 2521 by EDWARDS (D-MD) Restoring Education and Learning (REAL) Act H.R. 3218 by ROE (R-TN) Veterans Education Assistance Act H.R. 3358 COLE (R-OK) FY2018 Labor-HHS Education Appropriations H.R. 3432 by YOUNG (R-IN) Investing in Student Success Act H.R. 3440 by ROYBAL-ALLARD (D-CA) Dream Act of 2017 H.R. 3581 by DESAULNIER (D-CA) The Pell Grant Flexibility Act of 2017 H.R. 4773 by WALBERG (R-MI) Protecting Workplace Advancement and Opportunity Act H.R. 5528 by HECK (R-NV) Simplifying the Application for Student Aid Act H.R. 5529 by HECK (R-NV) Accessing Higher Education Opportunity Act H.R. 6094 by WALBERG (R-MI) Regulatory Relief for Small Businesses, Schools, and Nonprofits Act of 2016 H.Con. Res. 71 by BLACK (R-TN) FY18 Budget Resolution H.Res. 307 by ROE (R-TN) Expressing the sense of the House of Representatives relating to protecting freedom of speech, thought, and expression at institutions of higher education

General tax issues related to mutual funds Issues related to tax incentives for retirement savings, including the potential for Roth mandates Commodity related investments, savings Capital gains and dividend tax rates Financial transaction tax proposals, including the Inclusive Prosperity Act of 2017 (H.R. 1144) and the College for All Act (H.R. 1880) Issues related to limitations on exclusion of municipal bond interest Issues related to the impact of tax reform proposals on the municipal bond market and issuers Issues related to 529 college savings plans; encourage retention of 529 plan tax incentives Issues related to mobile workforce legislation, including the Mobile Workforce State Income Tax Simplification Act (S. 540, H.R. 1393) Issues related to the excise tax on the excess benefit portion of high-cost employer sponsored health care plans (known as Cadillac plans)

Client expense: $620,000 · Firm income: Not reported

All items pertaining to Title II All items pertaining to ESSA Discussions surrounding CFPB student loan servicer data collection H.R. 2475, the Rebuild Americas Schools Act H.R. 2353, the Strengthening Career and Technical Education for the 21st Century Act HR 1387 SOAR Reauthorization Act HR 895 Educational Opportunities Act HR 2902, IDEA Full Funding Act S 1379, Graduate Student Savings Act HR 1880/S 806, College for All Act HR 2378, Save for Success Act Accreditation Reform and Enhanced Accountability Act (in 114th Congress was S 3380) HR 2526, POST GRAD Act S 1262, Fairness for Struggling Students Act S.1421, Patsy T. Mink Gender Equity in Education Act

Client expense: $417,905 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

HR 52 Jobs, On-the-Job 'Earn While You Learn' Training, and Apprenticeships for African-American Young Men Act HR 56 America RISING Act of 2017 HR 245 Veterans' Education Equity Act HR 254 REAL Act of 2017 HR 413 Early Pell Promise Act HR 578 Military Residency Choice Act HR 795 Employer Participation in Student Loan Assistance Act HR 813 All-Year ACCESS Act HR 899 To terminate the Department of Education. HR 925 To amend title 38, United States Code, to clarify the eligibility for monthly stipends paid under the Post-9/11 Educational Assistance Program for certain members of the reserve components of the Armed Forces. HR 1050 Youth Access to American Jobs Act of 2017 HR 1127 Student Loan Fairness Act HR 1193 Financial Literacy to Financial Freedom Act HR 1206 Reducing Barriers for Veterans Education Act of 2017 HR 1283 Transparency in Student Lending Act HR 1331 Veterans Success on Campus Act of 2017 HR 1379 To amend title 38, United States Code, to provide for the entitlement to educational assistance under the Post-9/11 Educational Assistance Program of the Department of Veterans Affairs for members of the Armed Forces awarded the Purple Heart. HR 1391 Veterans Success on Campus Act of 2017 HR 1485 Flexible Pell Grant for 21st Century Students Act HR 1510 States' Education Reclamation Act of 2017 HR 1576 Innovation Corps Act of 2017 HR 1710 Making Education Affordable and Accessible Act of 2017 HR 1880 College for All Act of 2017 HR 1949 Campus Accountability and Safety Act S 206 JOBS Act of 2017 S 246 Campus Fire Safety Education Act of 2017 S 268 Investing in Student Success Act of 2017 S 351 Comprehensive Student Achievement Information Act of 2017 S 353 Preserve Access to Medicare Rural Home Health Services Act of 2017 S 615 Higher Education Innovation Act S 628 Educating Tomorrow's Workforce Act of 2017 S 648 Computer Science Career Education Act of 2017 S 716 Dollar-for-Dollar Deficit Reduction Act S 749 Transparency in Student Lending Act S 754 Cyber Scholarship Opportunities Act of 2017 S 790 Innovation for Tomorrow's Workforce Act S 795 Workforce Advance Act S 806 College for All Act of 2017 S 840 Go to High School, Go to College Act of 2017

S. 128 by GRAHAM (R-SC) legislation to protect certain individuals who came to the U.S. as children S. 615 by BENNET (D-CO) Higher Education Innovation Act S. 729 by DURBIN (D-IL) Fairness for Struggling Students Act S. 764 by BROWN (D-OH) Veterans Education Priority Enrollment Act of 2017 S. 806 by SANDERS (I-VT) College for All Act S. 888 by GRASSLEY (R-IA) Understanding the True Cost of College Act of 2017 S. 889 by GRASSLEY (R-IA) Net Price Calculator Improvement Act S. 900 by HIRONO (D-HI) Year-Round Pell Grant Restoration Act S. 1121 by HATCH (R-UT) College Transparency Act S. 1135 by WARREN (D-MA) Pell Grant Restoration Act S. 1136 by HIRONO (D-HI) Pell Preservation and Expansion Act S. 1664 by CARPER (D-DE) Military and Veterans Education Protection Act S. 1939 by SHAHEEN (D-NH) Student Protection and Success Act S. 2150 by GRASSLEY (R-IA) Net Price Calculator Improvement Act S. 2707 by SCOTT (R-SC) Protecting Workplace Advancement and Opportunity Act H.R. 244 by COOK (R-CA) Omnibus Consolidated Appropriations FY 2917 H.R. 496 by COFFMAN (R-CO) legislation to protect certain individuals that came here as children H.R. 795 by DAVIS (R-IL) legislation to extend employer provided education assistance to employer provided loan repayment assistance H.R. 1180 by ROBY (R-AL) Working Families Flexibility Act H.R. 1399 by FRANKEL (D-FL) to authorize and improve a grant program to assist institutions of higher education in establishing, maintaining, improving and operating Veteran Student Centers H.R. 1434 by COURTNEY (D-CT) to amend HEA to provide for refinancing of certain Federal student loans H.R. 1485 by STEFANIK (R-NY) Flexible Pell Grant for 21st Century Students Act H.R. 1614 by POCAN (D-WI) Student Loan Refinancing Act H.R. 1635 by GUTHRIE (R-KY) Empowering Students through Enhanced Financial Counseling Act H.R. 1793 by TIM RYAN (D-OH) Veterans Education Priority Enrollment Act H.R. 1880 by JAYAPAL (D-WA) College for All Act H.R. 2084 by ROYBAL-ALLARD (D-CA) Year-Round Pell Grant Restoration Act H.R. 2429 by McDERMOTT (D-WA) Student Loan Tax Debt Relief Act H.R. 2434 by MITCHELL (R-MI) College Transparency Act H.R. 2451 by DAVIS (D-CA) Pell Grant Preservation & Expansion Act H.R. 2477 by COURTNEY (D-CT) Bank on Students Emergency Loan Refinancing Act H.R. 2482 by STEFANIK (R-NY) Federal Perkins Loan Program Extension Act of 2017 H.R. 2521 by EDWARDS (D-MD) Restoring Education and Learning (REAL) Act H.R. 3432 by YOUNG (R-IN) Investing in Student Success Act H.R. 4773 by WALBERG (R-MI) Protecting Workplace Advancement and Opportunity Act H.R. 5528 by HECK (R-NV) Simplifying the Application for Student Aid Act H.R. 5529 by HECK (R-NV) Accessing Higher Education Opportunity Act H.R. 6094 by WALBERG (R-MI) Regulatory Relief for Small Businesses, Schools, and Nonprofits Act of 2016

General tax issues related to mutual funds Issues related to tax incentives for retirement savings, including the potential for Roth mandates Commodity related investments, savings Capital gains and dividend tax rates Financial transaction tax proposals, including the Inclusive Prosperity Act of 2017 (H.R. 1144) and the College for All Act (H.R. 1880) Issues related to limitations on exclusion of municipal bond interest Issues related to the impact of tax reform proposals on the municipal bond market and issuers Issues related to 529 college savings plans; encourage retention of 529 plan tax incentives Issues related to mobile workforce legislation, including the Mobile Workforce State Income Tax Simplification Act (S. 540, H.R. 1393) Issues related to the excise tax on the excess benefit portion of high-cost employer sponsored health care plans (known as Cadillac plans)

Client expense: $590,000 · Firm income: Not reported

H.R. 1880 - support for College For All Act S. 806 - support for College For All Act

Client expense: $50,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 52 Jobs, On-the-Job 'Earn While You Learn' Training, and Apprenticeships for African-American Young Men Act HR 56 America RISING Act of 2017 HR 245 Veterans' Education Equity Act HR 254 REAL Act of 2017 HR 413 Early Pell Promise Act HR 578 Military Residency Choice Act HR 795 Employer Participation in Student Loan Assistance Act HR 813 All-Year ACCESS Act HR 899 To terminate the Department of Education. HR 925 To amend title 38, United States Code, to clarify the eligibility for monthly stipends paid under the Post-9/11 Educational Assistance Program for certain members of the reserve components of the Armed Forces. HR 1050 Youth Access to American Jobs Act of 2017 HR 1127 Student Loan Fairness Act HR 1193 Financial Literacy to Financial Freedom Act HR 1206 Reducing Barriers for Veterans Education Act of 2017 HR 1283 Transparency in Student Lending Act HR 1331 Veterans Success on Campus Act of 2017 HR 1379 To amend title 38, United States Code, to provide for the entitlement to educational assistance under the Post-9/11 Educational Assistance Program of the Department of Veterans Affairs for members of the Armed Forces awarded the Purple Heart. HR 1391 Veterans Success on Campus Act of 2017 HR 1485 Flexible Pell Grant for 21st Century Students Act HR 1510 States' Education Reclamation Act of 2017 HR 1576 Innovation Corps Act of 2017 HR 1710 Making Education Affordable and Accessible Act of 2017 HR 1880 College for All Act of 2017 HR 1949 Campus Accountability and Safety Act S 206 JOBS Act of 2017 S 246 Campus Fire Safety Education Act of 2017 S 268 Investing in Student Success Act of 2017 S 351 Comprehensive Student Achievement Information Act of 2017 S 353 Preserve Access to Medicare Rural Home Health Services Act of 2017 S 615 Higher Education Innovation Act S 628 Educating Tomorrow's Workforce Act of 2017 S 648 Computer Science Career Education Act of 2017 S 716 Dollar-for-Dollar Deficit Reduction Act S 749 Transparency in Student Lending Act S 754 Cyber Scholarship Opportunities Act of 2017 S 790 Innovation for Tomorrow's Workforce Act S 795 Workforce Advance Act S 806 College for All Act of 2017 S 840 Go to High School, Go to College Act of 2017

General tax issues related to mutual funds Issues related to tax incentives for retirement savings, including the potential for Roth mandates Commodity related investments, savings Capital gains and dividend tax rates Financial transaction tax proposals, including the Inclusive Prosperity Act of 2017 (H.R. 1144) and the College for All Act (H.R. 1880) Issues related to limitations on exclusion of municipal bond interest Issues related to the impact of tax reform proposals on the municipal bond market and issuers Issues related to 529 college savings plans; encourage retention of 529 plan tax incentives Issues related to allowing the payment of qualified elementary and secondary education expenses from 529 college savings plans, including the Empowering Parents to Invest in Choice Act (H.R. 675) Issues related to mobile workforce legislation, including the Mobile Workforce State Income Tax Simplification Act (S. 540, H.R. 1393) Issues related to legislation that would impact the American Opportunity Tax Credit and 529 Plan contribution eligibility Issues related to the excise tax on the excess benefit portion of high-cost employer sponsored health care plans (known as Cadillac plans)

Client expense: $870,000 · Firm income: Not reported