The Heroes Act

Tax Extenders S. 1938 and H.R. 4212 - The Middle-Class Mortgage Insurance Premium Acts. Government-Sponsored Enterprise/Housing Finance Reform legislation. Federal Housing Administration/Ginnie Mae Administrative Action and legislation. FHFAs Enterprise Capital Framework and following amendments. FHFAs Products/Activities Rule for the GSEs. FHFAs Equitable Housing Finance Plans for the GSEs. Tracking financial services, specifically housing industry legislation and anything related to mortgage forbearance due to COVID - e.g. The CARES Act (enacted into law) (H.R. 748), The HEROES Act (H.R. 6800), The American Rescue Plan (H.R. 1319), Build Back Better - President Bidens infrastructure and tax proposals and any future federal assistance/relief directed to the COVID-19 Pandemic. FHFAs pricing review and Loan Level Price Adjustment changes via FHFAs new Enterprise Pricing Framework. FHA Premiums. SEC Conflict of Interest re-proposal #192. Basel III Endgame Proposal. Issue: Housing Finance Reform - to increase the role of private capital, specifically Mortgage Insurance. Issue: Comprehensive (and/or piecemeal) Housing Finance Reform proposals Further Administrative Reforms for Treasury and the GSEs

Client expense: $400,000 · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Securities & Exchange Commission (SEC)

Tax Extenders S. 1938 and H.R. 4212 - The Middle-Class Mortgage Insurance Premium Acts. Government-Sponsored Enterprise/Housing Finance Reform legislation. Federal Housing Administration/Ginnie Mae Administrative Action and legislation. FHFAs Enterprise Capital Framework and following amendments. FHFAs Products/Activities Rule for the GSEs. FHFAs Equitable Housing Finance Plans for the GSEs. Tracking financial services, specifically housing industry legislation and anything related to mortgage forbearance due to COVID - e.g. The CARES Act (enacted into law) (H.R. 748), The HEROES Act (H.R. 6800), The American Rescue Plan (H.R. 1319), Build Back Better - President Bidens infrastructure and tax proposals and any future federal assistance/relief directed to the COVID-19 Pandemic. FHFAs pricing review and Loan Level Price Adjustment changes via FHFAs new Enterprise Pricing Framework. FHA Premiums. SEC Conflict of Interest re-proposal #192. Basel III Endgame Proposal. Issue: Housing Finance Reform - to increase the role of private capital, specifically Mortgage Insurance. Issue: Comprehensive (and/or piecemeal) Housing Finance Reform proposals Further Administrative Reforms for Treasury and the GSEs

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Tax Extenders S. 1938 and H.R. 4212 - The Middle-Class Mortgage Insurance Premium Acts. Government-Sponsored Enterprise/Housing Finance Reform legislation. Federal Housing Administration/Ginnie Mae Administrative Action and legislation. FHFAs Enterprise Capital Framework and following amendments. FHFAs Products/Activities Rule for the GSEs. FHFAs Equitable Housing Finance Plans for the GSEs. Tracking financial services, specifically housing industry legislation and anything related to mortgage forbearance due to COVID - e.g. The CARES Act (enacted into law) (H.R. 748), The HEROES Act (H.R. 6800), The American Rescue Plan (H.R. 1319), Build Back Better - President Bidens infrastructure and tax proposals and any future federal assistance/relief directed to the COVID-19 Pandemic. FHFAs pricing review and Loan Level Price Adjustment changes via FHFAs new Enterprise Pricing Framework. FHA Premiums. SEC Conflict of Interest re-proposal #192. Basel III Endgame Proposal. Issue: Housing Finance Reform - to increase the role of private capital, specifically Mortgage Insurance. Issue: Comprehensive (and/or piecemeal) Housing Finance Reform proposals Further Administrative Reforms for Treasury and the GSEs

Client expense: $300,000 · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Securities & Exchange Commission (SEC)

1. Tax Extenders and H.R. 6109, S. 3590 and new bills for 117th Congress S. 1938 and H.R. 4212 - The Middle-Class Mortgage Insurance Premium Acts. 2. H.R. 1 of 2017 - The Tax Cuts and Jobs Act - and The Tax Extenders - to achieve parity between the Mortgage Insurance Deduction and Second Lien Mortgages. 3. Government-Sponsored Enterprise/Housing Finance Reform legislation. 4. Federal Housing Administration/Ginnie Mae Administrative Action and legislation. 5. FHFAs Enterprise Capital Framework and following amendments. 6. FHFAs Products/Activities Rule for the GSEs. 7. FHFAs Equitable Housing Finance Plans for the GSEs. 8. Tracking financial services, specifically housing industry legislation and anything related to mortgage forbearance due to COVID - e.g. The CARES Act (enacted into law) (H.R. 748), The HEROES Act (H.R. 6800), The American Rescue Plan (H.R. 1319), Build Back Better - President Bidens infrastructure and tax proposals and any future federal assistance/relief directed to the COVID-19 Pandemic. 9. FHFAs pricing review and Loan Level Price Adjustment changes via FHFAs new Enterprise Pricing Framework. 10. FHA Premiums. 11. SEC Conflict of Interest re-proposal #192. Issue: Housing Finance Reform - to increase the role of private capital, specifically Mortgage Insurance. Issue: Comprehensive (and/or piecemeal) Housing Finance Reform proposals Further Administrative Reforms for Treasury and the GSEs

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1. Tax Extenders and H.R. 6109, S. 3590 and new bills for 117th Congress S. 1938 and H.R. 4212 - The Middle-Class Mortgage Insurance Premium Acts. 2. H.R. 1 of 2017 - The Tax Cuts and Jobs Act - and The Tax Extenders - to achieve parity between the Mortgage Insurance Deduction and Second Lien Mortgages. 3. Government-Sponsored Enterprise/Housing Finance Reform legislation. 4. Federal Housing Administration/Ginnie Mae Administrative Action and legislation. 5. FHFAs Enterprise Capital Framework and following amendments. 6. FHFAs Products/Activities Rule for the GSEs. 7. FHFAs Equitable Housing Finance Plans for the GSEs. 8. Tracking financial services, specifically housing industry legislation and anything related to mortgage forbearance due to COVID - e.g. The CARES Act (enacted into law) (H.R. 748), The HEROES Act (H.R. 6800), The American Rescue Plan (H.R. 1319), Build Back Better - President Bidens infrastructure and tax proposals and any future federal assistance/relief directed to the COVID-19 Pandemic. 9. FHFAs pricing review and Loan Level Price Adjustment changes via FHFAs new Enterprise Pricing Framework. 10. FHA Premiums. 11. SEC Conflict of Interest re-proposal #192. Issue: Housing Finance Reform - to increase the role of private capital, specifically Mortgage Insurance. Issue: Comprehensive (and/or piecemeal) Housing Finance Reform proposals Further Administrative Reforms for Treasury and the GSEs

Client expense: $322,161 · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Securities & Exchange Commission (SEC)

1. Tax Extenders and H.R. 6109 and S. 3590 - The Middle-Class Mortgage Insurance Premium Acts. 2. H.R. 1 of 2017 - The Tax Cuts and Jobs Act - and The Tax Extenders - to achieve parity between the Mortgage Insurance Deduction and SecondLien Mortgages. 3. Government-Sponsored Enterprise/Housing Finance Reform legislation. 4. Federal Housing Administration/Ginnie Mae Administrative Action and legislation. 5. FHFAs Enterprise Capital Framework and following amendments. 6. FHFAs Products/Activities Rule for the GSEs. 7. FHFAs Equitable Housing Finance Plans for the GSEs. 8. Tracking financial services, specifically housing industry legislation and anything related to mortgage forbearance due to COVID - e.g. TheCARES Act (enacted into law) (H.R. 748), The HEROES Act (H.R. 6800), The American Rescue Plan (H.R. 1319), Build Back Better - PresidentBidens infrastructure and tax proposals and any future federal assistance/relief directed to the COVID-19 Pandemic. 9. FHFAs pricing review and Loan Level Price Adjustment changes via FHFAs new Enterprise Pricing Framework. 10. FHA Premiums. 11. SEC Conflict of Interest re-proposal #192. Issue: Housing Finance Reform - to increase the role of private capital, specifically Mortgage Insurance. Issue: Comprehensive (and/or piecemeal) Housing Finance Reform proposals Further Administrative Reforms for Treasury and the GSEs

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1. Tax Extenders and H.R. 6109 and S. 3590 - The Middle-Class Mortgage Insurance Premium Acts. 2. H.R. 1 of 2017 - The Tax Cuts and Jobs Act - and The Tax Extenders - to achieve parity between the Mortgage Insurance Deduction and Second Lien Mortgages. 3. Government-Sponsored Enterprise/Housing Finance Reform legislation. 4. Federal Housing Administration/Ginnie Mae Administrative Action and legislation. 5. FHFAs Enterprise Capital Framework and following amendments. 6. FHFAs Products/Activities Rule for the GSEs. 7. FHFAs Equitable Housing Finance Plans for the GSEs. 8. Tracking financial services, specifically housing industry legislation and anything related to mortgage forbearance due to COVID - e.g. The CARES Act (enacted into law) (H.R. 748), The HEROES Act (H.R. 6800), The American Rescue Plan (H.R. 1319), Build Back Better - President Bidens infrastructure and tax proposals and any future federal assistance/relief directed to the COVID-19 Pandemic. 9. FHFAs pricing review and Loan Level Price Adjustment changes via FHFAs new Enterprise Pricing Framework. 10. FHA Premiums. 11. SEC Conflict of Interest re-proposal #192. Issue: Housing Finance Reform - to increase the role of private capital, specifically Mortgage Insurance. Issue: Comprehensive (and/or piecemeal) Housing Finance Reform proposals Further Administrative Reforms for Treasury and the GSEs

Client expense: $331,310 · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE

S. 2574 Protects Act H.R. 3398 Pathways to Health Careers Act H.R.4468- Nursing Home Workforce Quality Act Outreach to Hill on GAO Report "Federal Requirements for Oversight in Nursing Homes and Assisted Living Facilities Differ" Outreach to CMS: PDPM Implementation Observation Stays Issue Outreach to HHS/CMS/Administration Skilled Nursing Facility Requirements of Participation, RIN 0938-AR61 Survey Relief/Civil Monetary Penalties Payroll Based Journal - Section 6106 of the Affordable Care Act Allow Secretarial discretion of CNA Training termination pertaining to Sec. 1819 (f)(2)(B)(iii)(l)(c). S 2943/HR 5216 Quality Care for Nursing Home Residents Act of 2019 HR 5326 Fairness in Nursing Home Arbitration Act H.R.5897/S.3297 - Preventing Abuse and Neglect of Vulnerable Americans Act of 2020 Public Law 116-136, CARES Act Public Law 116-127 (H.R. 6201) Families First Coronavirus Response Act HR 6800 HEROES Act S. 3768/H.R. 6972 Nursing Home COVID-19 Protection and Prevention Act of 2020. S. 4108 A bill to amend title XIX of the Social Security Act to increase Federal support to State Medicaid programs during economic downturns, and for other purposes. S.3644 Quality Care for Nursing Home Residents and Workers During COVID-19 Act of 2020. H.R. 7048 Nursing Home Pandemic Protection Act H.R.6872 - SOS Act of 2020 H.R. 6849 Nursing Facility Quality Reporting Act of 2020 H.R. 6847 COHORT Act of 2020 Public Health Fund Distribution to HHS as agency CMS on Public Health Waiver and other waivers RUSH Act H.R. 6209/S.3447 H.R. 8574 amend titles XVIII and XIX of the Social Security Act to increase enforcement under Medicare and Medicaid for skilled nursing facilities and nursing facilities during the COVID-19 emergency period and other infectious disease outbreak periods, and for other purposes. S. 4666 National Coronavirus Commission Act of 2020 AHCA response to Ways and Means Committee report Under-Enforced and Over Prescribed: The Antipsychotic Drug Epidemic Ravings Americas Nursing Homes. BENES Act (S 1280/HR 2477) H.R.331 - Nurses CARE Act of 2021 S.368 and H.R.1332 Telehealth Modernization Act Protecting Rural Telehealth Access Act (S.1988) Support for Provider Relief Funds (PRF) for long term care providers and outreach to HRSA and the Hill on PRF Rep. Terri Sewell Provider Relief Fund letter Re-introduction work of the Preventing Abuse and Neglect of Vulnerable Americans Act Improving Access to Medicare Coverage Act (H.R. 3650/S. 2048) SNF Payment Rule OSHA Emergency Temporary Standards Care For Our Seniors Act Infrastructure Proposal Long Term Care Advocacy AHCA monitoring Ways and Means Investigative and Oversight Subcommittee hearing on the role private equity plays in the skilled nursing facility sector. Medicare Advantage S.4862 - Supporting Our Seniors Act H.R.8832 - To amend title XI of the Social Security Act to ensure nursing facilities report information on medical directors of such facilities. CDC/COVID Safety Guidance

Client expense: $1,160,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), SENATE

1. Tax Extenders and H.R. 6109 and S. 3590 - The Middle Class Mortgage Insurance Premium Acts. 2. H.R. 1 of 2017 - The Tax Cuts and Jobs Act - and The Tax Extenders - to achieve parity between the Mortgage Insurance Deduction and Second Lien Mortgages. 3. Government-Sponsored Enterprise/Housing Finance Reform legislation. 4. Federal Housing Administration/Ginnie Mae Administrative Action and legislation. 5. FHFAs Enterprise Capital Framework and following amendments. 6. FHFAs Products/Activities Rule for the GSEs. 7. FHFAs Equitable Housing Finance Plans for the GSEs. 8. Tracking financial services, specifically housing industry legislation and anything related to mortgage forbearance due to COVID - e.g. The CARES Act (enacted into law) (H.R. 748), The HEROES Act (H.R. 6800), The American Rescue Plan (H.R. 1319), Build Back Better - President Bidens infrastructure and tax proposals and any future federal assistance/relief directed to the COVID-19 Pandemic. 9. FHFAs pricing review and Loan Level Price Adjustment changes via FHFAs new Enterprise Pricing Framework. 10. FHA Premiums. Issue: Housing Finance Reform - to increase the role of private capital, specifically Mortgage Insurance. Issue: Comprehensive (and/or piecemeal) Housing Finance Reform proposals Further Administrative Reforms for Treasury and the GSEs

Client expense: $421,603 · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE

1. Tax Extenders and H.R. 6109 and S. 3590 - The Middle Class Mortgage Insurance Premium Acts. 2. H.R. 1 of 2017 - The Tax Cuts and Jobs Act - and The Tax Extenders - to achieve parity between the Mortgage Insurance Deduction and Second Lien Mortgages. 3. Government-Sponsored Enterprise/Housing Finance Reform legislation. 4. Federal Housing Administration/Ginnie Mae Administrative Action and legislation. 5. FHFAs Enterprise Capital Framework and following amendments. 6. FHFAs Products/Activities Rule for the GSEs. 7. FHFAs Equitable Housing Finance Plans for the GSEs. 8. Tracking financial services, specifically housing industry legislation and anything related to mortgage forbearance due to COVID - e.g. The CARES Act (enacted into law) (H.R. 748), The HEROES Act (H.R. 6800), The American Rescue Plan (H.R. 1319), Build Back Better - President Bidens infrastructure and tax proposals and any future federal assistance/relief directed to the COVID-19 Pandemic. 9. Pricing at FHFA and FHA. Issue: Housing Finance Reform - to increase the role of private capital, specifically Mortgage Insurance. Issue: Comprehensive (and/or piecemeal) Housing Finance Reform proposals Further Administrative Reforms for Treasury and the GSEs.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 2574 Protects Act H.R. 3398 Pathways to Health Careers Act H.R.4468- Nursing Home Workforce Quality Act Outreach to Hill on GAO Report "Federal Requirements for Oversight in Nursing Homes and Assisted Living Facilities Differ" Outreach to CMS: PDPM Implementation Observation Stays Issue Outreach to HHS/CMS/Administration Skilled Nursing Facility Requirements of Participation, RIN 0938-AR61 Survey Relief/Civil Monetary Penalties Payroll Based Journal - Section 6106 of the Affordable Care Act Allow Secretarial discretion of CNA Training termination pertaining to Sec. 1819 (f)(2)(B)(iii)(l)(c). S 2943/HR 5216 Quality Care for Nursing Home Residents Act of 2019 HR 5326 Fairness in Nursing Home Arbitration Act H.R.5897/S.3297 - Preventing Abuse and Neglect of Vulnerable Americans Act of 2020 Public Law 116-136, CARES Act Public Law 116-127 (H.R. 6201) Families First Coronavirus Response Act HR 6800 HEROES Act S. 3768/H.R. 6972 Nursing Home COVID-19 Protection and Prevention Act of 2020. S. 4108 A bill to amend title XIX of the Social Security Act to increase Federal support to State Medicaid programs during economic downturns, and for other purposes. S.3644 Quality Care for Nursing Home Residents and Workers During COVID-19 Act of 2020. H.R. 7048 Nursing Home Pandemic Protection Act H.R.6872 - SOS Act of 2020 H.R. 6849 Nursing Facility Quality Reporting Act of 2020 H.R. 6847 COHORT Act of 2020 Public Health Fund Distribution to HHS as agency CMS on Public Health Waiver and other waivers RUSH Act H.R. 6209/S.3447 H.R. 8574 amend titles XVIII and XIX of the Social Security Act to increase enforcement under Medicare and Medicaid for skilled nursing facilities and nursing facilities during the COVID-19 emergency period and other infectious disease outbreak periods, and for other purposes. S. 4666 National Coronavirus Commission Act of 2020 AHCA response to Ways and Means Committee report Under-Enforced and Over Prescribed: The Antipsychotic Drug Epidemic Ravings Americas Nursing Homes. BENES Act (S 1280/HR 2477) H.R.331 - Nurses CARE Act of 2021 S.368 and H.R.1332 Telehealth Modernization Act Protecting Rural Telehealth Access Act (S.1988) Support for Provider Relief Funds (PRF) for long term care providers and outreach to HRSA and the Hill on PRF Rep. Terri Sewell Provider Relief Fund letter Re-introduction work of the Preventing Abuse and Neglect of Vulnerable Americans Act Improving Access to Medicare Coverage Act (H.R. 3650/S. 2048) SNF Payment Rule OSHA Emergency Temporary Standards Care For Our Seniors Act Infrastructure Proposal Long Term Care Advocacy AHCA monitoring Ways and Means Investigative and Oversight Subcommittee hearing on the role private equity plays in the skilled nursing facility sector. Medicare Advantage S.4862 - Supporting Our Seniors Act H.R.8832 - To amend title XI of the Social Security Act to ensure nursing facilities report information on medical directors of such facilities. CDC/COVID Safety Guidance

Client expense: $980,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), SENATE

Implementation of COVID Relief packages, including the CARES Act (S. 3548), the HEROES Act (H.R. 6800 & HR. 8406), the FY 2021 Omnibus and COVID Relief and Response Act (H.R. 133), specifically provisions related to dairy; H.R. 1319, American Rescue Plan Act of 2021, provisions related to dairy; Dairy Pricing Opportunity Act (S. 3292); Support Kids Not Red Tape Act (S. 3979); House Agriculture Committee hearing: 2022 Review of the Farm Bill: Dairy Provisions; House Agriculture Committee hearing: 2022 Review of the Farm Bill: Stakeholder Perspectives on SNAP; House Agriculture Committee hearing: 2022 Review of the Farm Bill: Stakeholder Perspectives on Non-SNAP USDA Nutrition Programs; Senate Agriculture, Nutrition and Forestry hearing on the nomination of Alexis Taylor to be Under Secretary of Agriculture for Trade and Foreign Agricultural Affairs; H.R.5376 - Inflation Reduction Act of 2022;

Client expense: $160,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE

Implementation of COVID Relief packages, including the CARES Act (S. 3548), the HEROES Act (H.R. 6800 & HR. 8406), the FY 2021 Omnibus and COVID Relief and Response Act (H.R. 133), specifically provisions related to dairy; American Rescue Plan Act of 2021 (H.R. 1319), provisions related to dairy; H.R.8239 - Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2023; Senate hearings and considerations regarding Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2023; Food and Drug Administration final rule: Milk and Cream Products and Yogurt Products; Final Rule To Revoke the Standards for Lowfat Yogurt and Nonfat Yogurt and To Amend the Standard for Yogurt (86 Fed. Reg. 31117, June 11, 2021); H.R.8294 - Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2023; S.4661 - Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2023; H.R. 6833 - FY2023 Continuing Appropriations and Ukraine Supplemental Appropriations Act (through 12/16/2022); H.R.5376 - Inflation Reduction Act of 2022;

Client expense: $160,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1. Tax Extenders and H.R. 6109 and S. 3590 - The Middle Class Mortgage Insurance Premium Acts. 2. H.R. 1 of 2017 - The Tax Cuts and Jobs Act - and The Tax Extenders - to achieve parity between the Mortgage Insurance Deduction and Second Lien Mortgages. 3. Government-Sponsored Enterprise/Housing Finance Reform legislation. 4. Federal Housing Administration/Ginnie Mae Administrative Action and legislation. 5. FHFAs Enterprise Capital Framework and following amendments. 6. FHFAs Products/Activities Rule for the GSEs. 7. FHFAs Equitable Housing Finance Plans for the GSEs. 8. Tracking financial services, specifically housing industry legislation and anything related to mortgage forbearance due to COVID - e.g. The CARES Act (enacted into law) (H.R. 748), The HEROES Act (H.R. 6800), The American Rescue Plan (H.R. 1319), Build Back Better - President Bidens infrastructure and tax proposals and any future federal assistance/relief directed to the COVID-19 Pandemic. 9. Pricing at FHFA and FHA. Issue: Housing Finance Reform - to increase the role of private capital, specifically Mortgage Insurance. Issue: Comprehensive (and/or piecemeal) Housing Finance Reform proposals Further Administrative Reforms for Treasury and the GSEs.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1. Tax Extenders and H.R. 6109 and S. 3590 - The Middle Class Mortgage Insurance Premium Acts. 2. H.R. 1 of 2017 - The Tax Cuts and Jobs Act - and The Tax Extenders - to achieve parity between the Mortgage Insurance Deduction and Second Lien Mortgages. 3. Government-Sponsored Enterprise/Housing Finance Reform legislation. 4. Federal Housing Administration/Ginnie Mae Administrative Action and legislation. 5. FHFAs Enterprise Capital Framework and following amendments. 6. FHFAs Products/Activities Rule for the GSEs. 7. FHFAs Equitable Housing Finance Plans for the GSEs. 8. Tracking financial services, specifically housing industry legislation and anything related to mortgage forbearance due to COVID - e.g. The CARES Act (enacted into law) (H.R. 748), The HEROES Act (H.R. 6800), The American Rescue Plan (H.R. 1319), Build Back Better - President Bidens infrastructure and tax proposals and any future federal assistance/relief directed to the COVID-19 Pandemic. 9. Pricing at FHFA and FHA. Issue: Housing Finance Reform - to increase the role of private capital, specifically Mortgage Insurance. Issue: Comprehensive (and/or piecemeal) Housing Finance Reform proposals Further Administrative Reforms for Treasury and the GSEs.

Client expense: $283,507 · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE

S. 2574 Protects Act H.R. 3398 Pathways to Health Careers Act H.R.4468- Nursing Home Workforce Quality Act Outreach to Hill on GAO Report "Federal Requirements for Oversight in Nursing Homes and Assisted Living Facilities Differ" Outreach to CMS: PDPM Implementation Observation Stays Issue Outreach to HHS/CMS/Administration Skilled Nursing Facility Requirements of Participation, RIN 0938-AR61 Survey Relief/Civil Monetary Penalties Payroll Based Journal - Section 6106 of the Affordable Care Act Allow Secretarial discretion of CNA Training termination pertaining to Sec. 1819 (f)(2)(B)(iii)(l)(c). S. 2993- Ensuring Seniors Access to Quality Care Act S 2943/HR 5216 Quality Care for Nursing Home Residents Act of 2019 HR 5326 Fairness in Nursing Home Arbitration Act H.R.5897/S.3297 - Preventing Abuse and Neglect of Vulnerable Americans Act of 2020 Public Law 116-136, CARES Act Public Law 116-127 (H.R. 6201) Families First Coronavirus Response Act HR 6800 HEROES Act S. 3768/H.R. 6972 Nursing Home COVID-19 Protection and Prevention Act of 2020. S. 4108 A bill to amend title XIX of the Social Security Act to increase Federal support to State Medicaid programs during economic downturns, and for other purposes. S.3644 Quality Care for Nursing Home Residents and Workers During COVID-19 Act of 2020. H.R. 7048 Nursing Home Pandemic Protection Act H.R.6872 - SOS Act of 2020 H.R. 6849 Nursing Facility Quality Reporting Act of 2020 H.R. 6847 COHORT Act of 2020 Public Health Fund Distribution to HHS as agency CMS on Public Health Waiver and other waivers RUSH Act H.R. 6209/S.3447 H.R. 8574 amend titles XVIII and XIX of the Social Security Act to increase enforcement under Medicare and Medicaid for skilled nursing facilities and nursing facilities during the COVID-19 emergency period and other infectious disease outbreak periods, and for other purposes. S. 4666 National Coronavirus Commission Act of 2020 AHCA response to Ways and Means Committee report Under-Enforced and Over Prescribed: The Antipsychotic Drug Epidemic Ravings Americas Nursing Homes. BENES Act (S 1280/HR 2477) H.R.331 - Nurses CARE Act of 2021 S.368 and H.R.1332 Telehealth Modernization Act Protecting Rural Telehealth Access Act (S.1988) Support for Provider Relief Funds (PRF) for long term care providers and outreach to HRSA and the Hill on PRF Rep. Terri Sewell Provider Relief Fund letter Re-introduction work of the Preventing Abuse and Neglect of Vulnerable Americans Act Improving Access to Medicare Coverage Act (H.R. 3650/S. 2048) SNF Payment Rule OSHA Emergency Temporary Standards Care For Our Seniors Act Infrastructure Proposal Long Term Care Advocacy AHCA monitoring Ways and Means Investigative and Oversight Subcommittee hearing on the role private equity plays in the skilled nursing facility sector. Medicare Advantage

Client expense: $940,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), SENATE

1. Tax Extenders and H.R. 6109 and S. 3590 - The Middle Class Mortgage Insurance Premium Acts. 2. H.R. 1 of 2017 - The Tax Cuts and Jobs Act - and The Tax Extenders - to achieve parity between the Mortgage Insurance Deduction and Second Lien Mortgages. 3. Government-Sponsored Enterprise/Housing Finance Reform legislation. 4. Federal Housing Administration/Ginnie Mae Administrative Action and legislation. 5. FHFAs Enterprise Capital Framework and following amendments. 6. FHFAs Products/Activities Rule for the GSEs. 7. FHFAs Equitable Housing Finance Plans for the GSEs. 8. Tracking financial services, specifically housing industry legislation and anything related to mortgage forbearance due to COVID - e.g. The CARES Act (enacted into law) (H.R. 748), The HEROES Act (H.R. 6800), The American Rescue Plan (H.R. 1319), Build Back Better - President Bidens infrastructure and tax proposals and any future federal assistance/relief directed to the COVID-19 Pandemic. Issue: Housing Finance Reform - to increase the role of private capital, specifically Mortgage Insurance. Issue: Comprehensive (and/or piecemeal) Housing Finance Reform proposals Further Administrative Reforms for Treasury and the GSEs.

Client expense: $268,405 · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Natl Economic Council (NEC), SENATE, Treasury, Dept of

Government-Sponsored Enterprise/Housing Finance Reform legislation. Federal Housing Administration/Ginnie Mae Administrative Action and legislation. FHFAs Enterprise Capital Framework and following amendments. FHFAs Products/Activities Rule for the GSEs. FHFAs Equitable Housing Finance Plans for the GSEs. Tracking financial services, specifically housing industry legislation and anything related to mortgage forbearance due to COVID - e.g. The CARES Act (enacted into law) (H.R. 748), The HEROES Act (H.R. 6800), The American Rescue Plan (H.R. 1319), Build Back Better - President Bidens infrastructure and tax proposals and any future federal assistance/relief directed to the COVID-19 Pandemic. Housing Finance Reform - to increase the role of private capital, specifically Mortgage Insurance. Comprehensive (and/or piecemeal) Housing Finance Reform proposals. Further Administrative Reforms for Treasury and the GSEs.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Implementation of COVID Relief packages, including the CARES Act (S. 3548), the HEROES Act (H.R. 6800 & HR. 8406), the FY 2021 Omnibus and COVID Relief and Response Act (H.R. 133), specifically provisions related to dairy; H.R. 1319, American Rescue Plan Act of 2021, provisions related to dairy; Dairy Pricing Opportunity Act (S. 3292); Support Kids Not Red Tape Act (S. 3979); House Agriculture Committee hearing: 2022 Review of the Farm Bill: Dairy Provisions; House Agriculture Committee hearing: 2022 Review of the Farm Bill: Stakeholder Perspectives on SNAP; House Agriculture Committee hearing: 2022 Review of the Farm Bill: Stakeholder Perspectives on Non-SNAP USDA Nutrition Programs;

Client expense: $210,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE

Implementation of COVID Relief packages, including the CARES Act (S. 3548), the HEROES Act (H.R. 6800 & HR. 8406), the FY 2021 Omnibus and COVID Relief and Response Act (H.R. 133), specifically provisions related to dairy; American Rescue Plan Act of 2021 (H.R. 1319), provisions related to dairy; H.R.8239 - Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2023; Senate hearings and considerations regarding Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2023; Food and Drug Administration final rule: Milk and Cream Products and Yogurt Products; Final Rule To Revoke the Standards for Lowfat Yogurt and Nonfat Yogurt and To Amend the Standard for Yogurt (86 Fed. Reg. 31117, June 11, 2021);

Client expense: $210,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1. Tax Extenders and H.R. 6109 and S. 3590 - The Middle Class Mortgage Insurance Premium Acts. 2. H.R. 1 of 2017 - The Tax Cuts and Jobs Act - and The Tax Extenders - to achieve parity between the Mortgage Insurance Deduction and Second Lien Mortgages. 3. Government-Sponsored Enterprise/Housing Finance Reform legislation. 4. Federal Housing Administration/Ginnie Mae Administrative Action and legislation. 5. FHFAs Enterprise Capital Framework and following amendments. 6. FHFAs Products/Activities Rule for the GSEs. 7. FHFAs Equitable Housing Finance Plans for the GSEs. 8. Tracking financial services, specifically housing industry legislation and anything related to mortgage forbearance due to COVID - e.g. The CARES Act (enacted into law) (H.R. 748), The HEROES Act (H.R. 6800), The American Rescue Plan (H.R. 1319), Build Back Better - President Bidens infrastructure and tax proposals and any future federal assistance/relief directed to the COVID-19 Pandemic. Issue: Housing Finance Reform - to increase the role of private capital, specifically Mortgage Insurance. Issue: Comprehensive (and/or piecemeal) Housing Finance Reform proposals Further Administrative Reforms for Treasury and the GSEs.

Client expense: $340,088 · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Natl Economic Council (NEC), SENATE, Treasury, Dept of

S. 2574 Protects Act H.R. 3398 Pathways to Health Careers Act H.R.4468- Nursing Home Workforce Quality Act Outreach to Hill on GAO Report "Federal Requirements for Oversight in Nursing Homes and Assisted Living Facilities Differ" Outreach to CMS: PDPM Implementation Observation Stays Issue Outreach to HHS/CMS/Administration Skilled Nursing Facility Requirements of Participation, RIN 0938-AR61 Survey Relief/Civil Monetary Penalties Payroll Based Journal - Section 6106 of the Affordable Care Act Allow Secretarial discretion of CNA Training termination pertaining to Sec. 1819 (f)(2)(B)(iii)(l)(c). S. 2993- Ensuring Seniors Access to Quality Care Act S 2943/HR 5216 Quality Care for Nursing Home Residents Act of 2019 HR 5326 Fairness in Nursing Home Arbitration Act H.R.5897/S.3297 - Preventing Abuse and Neglect of Vulnerable Americans Act of 2020 Public Law 116-136, CARES Act Public Law 116-127 (H.R. 6201) Families First Coronavirus Response Act HR 6800 HEROES Act S. 3768/H.R. 6972 Nursing Home COVID-19 Protection and Prevention Act of 2020. S. 4108 A bill to amend title XIX of the Social Security Act to increase Federal support to State Medicaid programs during economic downturns, and for other purposes. S.3644 Quality Care for Nursing Home Residents and Workers During COVID-19 Act of 2020. H.R. 7048 Nursing Home Pandemic Protection Act H.R.6872 - SOS Act of 2020 H.R. 6849 Nursing Facility Quality Reporting Act of 2020 H.R. 6847 COHORT Act of 2020 Public Health Fund Distribution to HHS as agency CMS on Public Health Waiver and other waivers RUSH Act H.R. 6209/S.3447 H.R. 8574 amend titles XVIII and XIX of the Social Security Act to increase enforcement under Medicare and Medicaid for skilled nursing facilities and nursing facilities during the COVID-19 emergency period and other infectious disease outbreak periods, and for other purposes. S. 4666 National Coronavirus Commission Act of 2020 AHCA response to Ways and Means Committee report Under-Enforced and Over Prescribed: The Antipsychotic Drug Epidemic Ravings Americas Nursing Homes. BENES Act (S 1280/HR 2477) H.R.331 - Nurses CARE Act of 2021 S.368 and H.R.1332 Telehealth Modernization Act Protecting Rural Telehealth Access Act (S.1988) Support for Provider Relief Funds (PRF) for long term care providers and outreach to HRSA and the Hill on PRF Rep. Terri Sewell Provider Relief Fund letter Re-introduction work of the Preventing Abuse and Neglect of Vulnerable Americans Act Improving Access to Medicare Coverage Act (H.R. 3650/S. 2048) SNF Payment Rule OSHA Emergency Temporary Standards Care For Our Seniors Act Infrastructure Proposal Long Term Care Advocacy AHCA monitoring Ways and Means Investigative and Oversight Subcommittee hearing on the role private equity plays in the skilled nursing facility sector. Medicare Advantage

Client expense: $910,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), SENATE

Government-Sponsored Enterprise/Housing Finance Reform legislation. Federal Housing Administration/Ginnie Mae Administrative Action and legislation. FHFAs Enterprise Capital Framework and following amendments. FHFAs Products/Activities Rule for the GSEs. FHFAs Equitable Housing Finance Plans for the GSEs. Tracking financial services, specifically housing industry legislation and anything related to mortgage forbearance due to COVID - e.g. The CARES Act (enacted into law) (H.R. 748), The HEROES Act (H.R. 6800), The American Rescue Plan (H.R. 1319), Build Back Better - President Bidens infrastructure and tax proposals and any future federal assistance/relief directed to the COVID-19 Pandemic. Housing Finance Reform - to increase the role of private capital, specifically Mortgage Insurance. Comprehensive (and/or piecemeal) Housing Finance Reform proposals. Further Administrative Reforms for Treasury and the GSEs.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

General education about the pharmacy benefit manager/pharmacy and insurance industry. Issues related to the implementation of H.R. 748, Coronavirus Aid, Relief, and Economic Security Act (CARES Act), including provisions related to the treatment of patients. Issues related to surprise billing, and extension of COBRA benefits. Issues related to H.R. 6800, the HEROES Act, including provisions related to testing and vaccines. The American Rescue Plan, HR 1319.

Client expense: Not reported · Firm income: $70,000

Government targets: Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, SENATE

Implementation of COVID Relief packages, including the CARES Act (S. 3548), the HEROES Act (H.R. 6800 & HR. 8406), the FY 2021 Omnibus and COVID Relief and Response Act (H.R. 133), specifically provisions related to dairy; American Rescue Plan Act of 2021 (H.R. 1319), provisions related to dairy; The FY 2022 Agriculture, Rural Development, Food and Drug Administration and Related Agencies Appropriations (H.R. 4356, H.R. 4502, S. 2599, & H.R. 5305), provisions related to ice cream research, FDA Funding, School Milk Flexibility, Healthy Fluid Milk Incentive Projects and other dairy related provisions; Build Back Better Act (H.R. 5376); P.L. 117-70 - Further Extending Government Funding Act (through 2/18/2022); FY22 Consolidated Appropriations Act (H.R. 2471/P.L. 117-103);

Client expense: $150,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Implementation of COVID Relief packages, including the CARES Act (S. 3548), the HEROES Act (H.R. 6800 & HR. 8406), the FY 2021 Omnibus and COVID Relief and Response Act (H.R. 133), specifically provisions related to dairy; H.R. 1319, American Rescue Plan Act of 2021, provisions related to dairy; The FY 2022 Agriculture, Rural Development, Food and Drug Administration and Related Agencies Appropriations (H.R. 4356, H.R. 4502, S. 2599, & H.R. 5305), provisions related to ice cream research, FDA Funding, School Milk Flexibility, Healthy Fluid Milk Incentive Projects and other dairy related provisions; FY22 Consolidated Appropriations Act (H.R. 2471/P.L. 117-103); Dairy Pricing Opportunity Act (S. 3292); Support Kids Not Red Tape Act (S. 3979);

Client expense: $150,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE

H.R. 216/S. 1149, Main Street Tax Certainty Act H.R. 218/S. 215, Death Tax Repeal Act H.R. 748/S. 3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 6201, Families First Coronavirus Response Act H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act S. 3612, Small Business Expense Protection Act of 2020 Various issues relating to tax extenders, including bonus depreciation, deferral tax provisions, S-Corp tax provisions, and flow-throughs Business interest deduction Estate tax General business tax credits R&D tax credit S. 749, American Innovation and Jobs Act H.R. 1304, American Innovation and R&D Competitiveness Act Tax reform implementation

Client expense: $680,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R. 216/S. 1149, Main Street Tax Certainty Act H.R. 218/S. 215, Death Tax Repeal Act H.R. 748/S. 3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 6201, Families First Coronavirus Response Act H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act S. 3612, Small Business Expense Protection Act of 2020 Various issues relating to tax extenders, including bonus depreciation, deferral tax provisions, S-Corp tax provisions, and flow-throughs Business interest deduction Estate tax General business tax credits R&D tax credit S. 749, American Innovation and Jobs Act H.R. 1304, American Innovation and R&D Competitiveness Act Tax reform implementation

Client expense: $680,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R. 216/S. 1149, Main Street Tax Certainty Act H.R. 218/S. 215, Death Tax Repeal Act H.R. 748/S. 3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 6201, Families First Coronavirus Response Act H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act S. 3612, Small Business Expense Protection Act of 2020 Various issues relating to tax extenders, including bonus depreciation, deferral tax provisions, S-Corp tax provisions, and flow-throughs Business interest deduction Estate tax General business tax credits R&D tax credit S. 749, American Innovation and Jobs Act H.R. 1304, American Innovation and R&D Competitiveness Act Tax reform implementation

Client expense: $680,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R. 216/S. 1149, Main Street Tax Certainty Act H.R. 218/S. 215, Death Tax Repeal Act H.R. 748/S. 3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 6201, Families First Coronavirus Response Act H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act S. 3612, Small Business Expense Protection Act of 2020 Various issues relating to tax extenders, including bonus depreciation, deferral tax provisions, S-Corp tax provisions, and flow-throughs Business interest deduction Estate tax General business tax credits R&D tax credit S. 749, American Innovation and Jobs Act H.R. 1304, American Innovation and R&D Competitiveness Act Tax reform implementation

Client expense: $680,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R. 216/S. 1149, Main Street Tax Certainty Act H.R. 218/S. 215, Death Tax Repeal Act H.R. 748/S. 3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 6201, Families First Coronavirus Response Act H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act S. 3612, Small Business Expense Protection Act of 2020 Various issues relating to tax extenders, including bonus depreciation, deferral tax provisions, S-Corp tax provisions, and flow-throughs Business interest deduction Estate tax General business tax credits R&D tax credit S. 749, American Innovation and Jobs Act H.R. 1304, American Innovation and R&D Competitiveness Act Tax reform implementation

Client expense: $680,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R. 216/S. 1149, Main Street Tax Certainty Act H.R. 218/S. 215, Death Tax Repeal Act H.R. 748/S. 3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 6201, Families First Coronavirus Response Act H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act S. 3612, Small Business Expense Protection Act of 2020 Various issues relating to tax extenders, including bonus depreciation, deferral tax provisions, S-Corp tax provisions, and flow-throughs Business interest deduction Estate tax General business tax credits R&D tax credit S. 749, American Innovation and Jobs Act H.R. 1304, American Innovation and R&D Competitiveness Act Tax reform implementation

Client expense: $680,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R. 216/S. 1149, Main Street Tax Certainty Act H.R. 218/S. 215, Death Tax Repeal Act H.R. 748/S. 3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 6201, Families First Coronavirus Response Act H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act S. 3612, Small Business Expense Protection Act of 2020 Various issues relating to tax extenders, including bonus depreciation, deferral tax provisions, S-Corp tax provisions, and flow-throughs Business interest deduction Estate tax General business tax credits R&D tax credit S. 749, American Innovation and Jobs Act H.R. 1304, American Innovation and R&D Competitiveness Act Tax reform implementation

Client expense: Not reported · Firm income: $683,325

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R. 216/S. 1149, Main Street Tax Certainty Act H.R. 218/S. 215, Death Tax Repeal Act H.R. 748/S. 3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 6201, Families First Coronavirus Response Act H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act S. 3612, Small Business Expense Protection Act of 2020 Various issues relating to tax extenders, including bonus depreciation, deferral tax provisions, S-Corp tax provisions, and flow-throughs Business interest deduction Estate tax General business tax credits R&D tax credit S. 749, American Innovation and Jobs Act H.R. 1304, American Innovation and R&D Competitiveness Act Tax reform implementation

Client expense: Not reported · Firm income: $683,325

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R. 216/S. 1149, Main Street Tax Certainty Act H.R. 218/S. 215, Death Tax Repeal Act H.R. 748/S. 3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 6201, Families First Coronavirus Response Act H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act S. 3612, Small Business Expense Protection Act of 2020 Various issues relating to tax extenders, including bonus depreciation, deferral tax provisions, S-Corp tax provisions, and flow-throughs Business interest deduction Estate tax General business tax credits R&D tax credit S. 749, American Innovation and Jobs Act H.R. 1304, American Innovation and R&D Competitiveness Act Tax reform implementation

Client expense: $683,325 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R. 216/S. 1149, Main Street Tax Certainty Act H.R. 218/S. 215, Death Tax Repeal Act H.R. 748/S. 3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 6201, Families First Coronavirus Response Act H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act S. 3612, Small Business Expense Protection Act of 2020 Various issues relating to tax extenders, including bonus depreciation, deferral tax provisions, S-Corp tax provisions, and flow-throughs Business interest deduction Estate tax General business tax credits R&D tax credit S. 749, American Innovation and Jobs Act H.R. 1304, American Innovation and R&D Competitiveness Act Tax reform implementation

Client expense: Not reported · Firm income: $683,325

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

Discussions related to SECURE 2.0 - next iteration of comprehensive retirement policy legislation. Department of Labor Fiduciary Rule, SEC Best Interest Standard. S. 1770 - The Retirement Security & Savings Act: Comprehensive retirement savings legislation. H.R. 2954, Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act: Comprehensive retirement savings legislation. H.R. 1865 Further Consolidated Appropriations Act. Coronavirus Aid, Relief, and Economic Security Act (CARES) Act Provisions on retirement including: Temporary Waiver of RMD, increase in loan amount from Employer Sponsored Plans, IRS Penalty tax free distribution from eligible retirement plans SECURE 2.0. (no bill number) Proposal would be next iteration of retirement security policy. S. 1431, Retirement Security and Savings Act of 2019. Retirement Security. S. 5064, Improving Access to Retirement Savings Act, includes provisions that were in SSRA, but not included in S. 1431. H.R. 6800, The HEROES Act. Large, comprehensive COVID-19 relief bill. Includes RMD relief and single employer pension plan relief. American Rescue Plan of 2021: Budget reconciliation legislation that included a pay-for that impacts retirement savers. Section 9709 would have implement a cost-of-living adjustment freeze for the year 2030 and beyond. Short-terms Savings: Proposal that would expand hardship distribution rules in order to incentivize and increase short-term savings. Portable Retirement and Investment Account Act (PRIA): Creates retirement accounts at birth to help establish life long savings/retirement accounts. S. 222, The American Opportunity Accounts Act: Establishes tax-exempt American Opportunity Accounts to provide children at birth with a $1,000 savings account with annual contributions up to $2,000 depending on family income. S. 1870, the Enhancing Emergency and Retirement Savings Act of 2021: The legislation would provide a penalty-free emergency distribution option from employer-sponsored retirement accounts and IRAs. Build Back Better Act (Budget Reconciliation): Automatic Retirement Plan inclusion that would mandate retirement plans in the workplace for employers with 5 or more employees. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave S. 975 / H.R. 2005, the Womens Retirement Security Act of 2021: Addresses the retirement gap and bolsters womens financial security through amending ERISA and increasing financial literacy. S. 2452, the Encouraging Americans to Save Act: Reforms the savers credit, makes the credit refundable, establishes an R-bond program, and amends the deadline to fund an IRA with a tax refund, among other provisions. Discussions related to the following bills from the previous Congress: H.R. 3857 - Protecting Advice for Small Savers Act of 2017 addressing the DOL Fiduciary rule and establishing a best interest standard for financial advisors. H.R. 4523 - The Automatic Retirement Plan Act Issue: Retirement Security. H.R. 8990, the Lifetime Income for Employees Act. Expands QDIA regulations. HR 5891 RISE Act: Review of Pension Risk Transfer Interpretive Bulletin which requires DOL to review the current interpretive bulletin governing pension risk transfers and report to Congress on its findings Potential legislation regarding pension risk transfer

Client expense: $360,000 · Firm income: Not reported

Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

General education about the pharmacy benefit manager/pharmacy and insurance industry. Issues related to the implementation of H.R. 748, Coronavirus Aid, Relief, and Economic Security Act (CARES Act), including provisions related to the treatment of patients. Issues related to surprise billing, and extension of COBRA benefits. Issues related to H.R. 6800, the HEROES Act, including provisions related to testing and vaccines. Including the American Rescue PLan, HR 1319.

Client expense: Not reported · Firm income: $70,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.6074 - Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020 H.R.6201 - Families First Coronavirus Response Act, 2020 S. 3548 - CARES Act (Coronavirus Stimulus 3), 2020 H.R. 3 - Elijah E. Cummings Lower Drug Costs Now Act H.R.19, Lower Costs, More Cures Act of 2021 S.2164 - Lower Costs, More Cures Act (LCMCA) H.R. 2113 - The Prescription Drug STAR Act H.R. 1499 - Protecting Consumer Access to Generic Drugs Act of 2019 S.1895, Lower Health Care Costs Act of 2019 S. 4199, Prescription Drug Pricing Reduction Act of 2020 S.551 - REFUND Act of 2019 S.1712/H.R.4100 - DISARM Act of 2019 H.R.133 - Consolidated Appropriations Act, 2021 H.R. 6800 - The Heroes Act H.R. 1319, American Rescue Plan Act of 2021 H.R. 2163/S. 464 - Safe Step Act S.4796, The Fair Care Act of 2020 S.2076/H.R. 3932 PASTEUR Act S.1773 - Prescription Drug Pricing Dashboard Act S. 773/H.R. 3203 - [No official title] Related to The 340B Drug Discount Program S. 658- ADAPT Act- Accelerated Drug Approval for Prescription Therapies H.R.5260 - Reduced Costs and Continued Cures Act H.R. 5376 - Build Back Better Act H.R. 3684- Infrastructure Investment and Jobs Act H.R. 5030/S. 2706 - DIVERSE Trials Act H.R. 5801 - Help Ensure Lower Patient (HELP) Copays Act -Issues related to the 340B Drug Discount Program -Issues relating to drug pricing -Development of policies to advance antimicrobial research, antiviral research, and novel product development environment, including advancing new market incentives. -Issues and policies relating to the Food and Drug Administration including biopharmaceutical development, drug safety and counterfeiting, and biosimilars. -General education about policies impacting pharmaceutical development, approval, reimbursement and pricing. -Issues related to healthcare legislation -Patient access to Part B medicines during the COVID-19 public health emergency -Issues related to health equity, diversity, and inclusion in clinical trials -Issues related to advanced development and procurement of medical countermeasures (MCMs) -Issues related to patient assistance and access -Issues relating to privacy and securing the data of and personal information of consumers -Issues relating to medical research data -Issues relating to screening and diagnostics

Client expense: $1,580,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Patent & Trademark Office (PTO), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)

Monitor legislative and administrative activity on appropriations and budget; issues related to Work Opportunity Tax Credit; issues related to Tobacco 21 (S. 1258, HR 2411); issues related to SNAP and WIC; H.R.6800 - The Heroes Act

Client expense: $400,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Centers For Medicare and Medicaid Services (CMS), Environmental Protection Agency (EPA), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE

Tax Extenders and H.R. 6109 - The Middle Class Mortgage Insurance Premium Act of 2021; H.R. 1 of 2017 - The Tax Cuts and Jobs Act - and The Tax Extenders - to achieve parity between the Mortgage Insurance Deduction and Second Lien Mortgages; Government-Sponsored Enterprise/Housing Finance Reform legislation; Federal Housing Administration/Ginnie Mae Reform Administrative Action and legislation; FHFAs Enterprise Capital Framework and following proposed amendments; FHFAs Products/Activities Rule for the GSEs; Tracking financial services, specifically housing industry legislation and anything related to mortgage forbearance due to COVID - e.g. The CARES Act (enacted into law) (H.R. 748), The HEROES Act (H.R. 6800), The American Rescue Plan (H.R. 1319), Build Back Better - President Bidens infrastructure and tax proposals and any future federal assistance/relief directed to the COVID-19 Pandemic; Housing Finance Reform - to increase the role of private capital, specifically Mortgage Insurance; Comprehensive (and/or piecemeal) Housing Finance Reform proposals; Further Administrative Reforms for Treasury and the GSEs.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Retirement Security, Q4 2021 1.Build Back Better Act (Budget Reconciliation): Automatic Retirement Plan inclusion that would mandate retirement plans in the workplace for employers with 5 or more employees. 2.S. 1870, the Enhancing Emergency and Retirement Savings Act of 2021: The legislation would provide a penalty-free emergency distribution option from employer-sponsored retirement accounts and IRAs. 3.Portable Retirement and Investment Account Act (PRIA): Creates retirement accounts at birth to help establish lifelong savings/retirement accounts. 4.H.R. 2954, Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act: Comprehensive retirement savings legislation. 5.S. 1272, The SIMPLE Plan Modernization Act: The bill would raise the contribution limit for SIMPLE plans from $13,500 to $16,500 with a corresponding increase in the catch-up limit from $3,000 to $4,750. 6.S. 1770, The Retirement Security & Savings Act: Comprehensive retirement savings legislation. 7.S. 1703, The Improving Access to Retirement Savings Act of 2021: The bill would expand Open Multiple Employer Plans to include 403(b) accounts, create a safe harbor for correcting employee deferrals and make clarifications for small businesses who wish to utilize a credit to offer a retirement plan to their employees. 8.S. 1443, The Retirement Parity for Student Loans Act: Allows employers to make matching contributions to a 401(k) retirement plan while their employees make student loan repayments. 9. S. 975 / H.R. 2005, the Womens Retirement Security Act of 2021: Addresses the retirement gap and bolsters womens financial security through amending ERISA and increasing financial literacy. 10.S. 2452, the Encouraging Americans to Save Act: Reforms the savers credit, makes the credit refundable, establishes an R-bond program, and amends the deadline to fund an IRA with a tax refund, among other provisions. 11.H.R. 5891, The Retirement Improvement and Saving Enhancement (RISE) Act: Contains several retirement security provisions, also included within H.R. 2459 (SSRA). Also requires DOL, the Department of the Treasury, and the Pension Benefit Guaranty Corporation (PBGC) to review reporting and disclosure requirements for pension plans and make recommendations to Congress to consolidate, simplify, standardize, and improve such requirements. Income Security H.R. 133, Both provisions are in the larger bill. Group Insurance Products. The Continuing Paycheck Protection Program includes ACLIs suggested language to clarify that the loan money can be used and will be forgiven for other group insurance products including: life, disability, vision, and dental. The amendment applies to loans already made. Extension of Paid Leave Credits. Extension of credits for paid sick and family leave which extended the provisions of FFCRA until March 31, 2021 and replaced the mandate to provide paid sick leave related to the pandemic with a payroll tax subsidy to employers who provide the leave. H.R. 748, The CARES Act. Large, comprehensive COVID-19 relief bill. Issue Paycheck protection program and paid family medical leave. H.R. 6800, The HEROES Act. Large, comprehensive COVID-19 relief bill. Issue Paycheck protection program and paid family medical leave. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act this bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.

Client expense: $200,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1. Tax Extenders and H.R. 6109 - The Middle Class Mortgage Insurance Premium Act of 2021 2. H.R. 1 of 2017 - The Tax Cuts and Jobs Act - and The Tax Extenders - to achieve parity between the Mortgage Insurance Deduction and Second Lien Mortgages. 3. Government-Sponsored Enterprise/Housing Finance Reform legislation. 4. Federal Housing Administration/Ginnie Mae Reform Administrative Action and legislation. 5. Qualified Mortgage Definition Rule and the QM GSE Patch Expiration in 2021. Rules Proposed on June 22. And the recent Notice for Proposed Rulemaking (3/3/21) to delay the new QM rule implementation and extend the GSE Patch - comments were submitted by April 5, 2021. 6. FHFAs Enterprise Capital Framework and following proposed amendments. 7. FHFAs Products/Activities Rule for the GSEs. 8. Tracking financial services, specifically housing industry legislation and anything related to mortgage forbearance due to COVID - e.g. The CARES Act (enacted into law) (H.R. 748), The HEROES Act (H.R. 6800), The American Rescue Plan (H.R. 1319), Build Back Better - President Bidens infrastructure and tax proposals and any future federal assistance/relief directed to the COVID-19 Pandemic. Issue: Housing Finance Reform - to increase the role of private capital, specifically Mortgage Insurance. Issue: Comprehensive (and/or piecemeal) Housing Finance Reform proposals Further Administrative Reforms for Treasury and the GSEs.

Client expense: $197,591 · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Natl Economic Council (NEC), SENATE, Treasury, Dept of

1.Build Back Better Act (Budget Reconciliation): Automatic Retirement Plan inclusion that would mandate retirement plans in the workplace for employers with 5 or more employees. 2.S. 1870, the Enhancing Emergency and Retirement Savings Act of 2021: The legislation would provide a penalty-free emergency distribution option from employer-sponsored retirement accounts and IRAs. 3.Portable Retirement and Investment Account Act (PRIA): Creates retirement accounts at birth to help establish lifelong savings/retirement accounts. 4.H.R. 2954, Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act: Comprehensive retirement savings legislation. 5.S. 1272, The SIMPLE Plan Modernization Act: The bill would raise the contribution limit for SIMPLE plans from $13,500 to $16,500 with a corresponding increase in the catch-up limit from $3,000 to $4,750. 6.S. 1770, The Retirement Security & Savings Act: Comprehensive retirement savings legislation. 7.S. 1703, The Improving Access to Retirement Savings Act of 2021: The bill would expand Open Multiple Employer Plans to include 403(b) accounts, create a safe harbor for correcting employee deferrals and make clarifications for small businesses who wish to utilize a credit to offer a retirement plan to their employees. 8.S. 1443, The Retirement Parity for Student Loans Act: Allows employers to make matching contributions to a 401(k) retirement plan while their employees make student loan repayments. 9. S. 975 / H.R. 2005, the Womens Retirement Security Act of 2021: Addresses the retirement gap and bolsters womens financial security through amending ERISA and increasing financial literacy. 10.S. 2452, the Encouraging Americans to Save Act: Reforms the savers credit, makes the credit refundable, establishes an R-bond program, and amends the deadline to fund an IRA with a tax refund, among other provisions. 11.H.R. 5891, The Retirement Improvement and Saving Enhancement (RISE) Act: Contains several retirement security provisions, also included within H.R. 2459 (SSRA). Also requires DOL, the Department of the Treasury, and the Pension Benefit Guaranty Corporation (PBGC) to review reporting and disclosure requirements for pension plans and make recommendations to Congress to consolidate, simplify, standardize, and improve such requirements. Income Security H.R. 133, Both provisions are in the larger bill. Group Insurance Products. The Continuing Paycheck Protection Program includes ACLIs suggested language to clarify that the loan money can be used and will be forgiven for other group insurance products including: life, disability, vision, and dental. The amendment applies to loans already made. Extension of Paid Leave Credits. Extension of credits for paid sick and family leave which extended the provisions of FFCRA until March 31, 2021 and replaced the mandate to provide paid sick leave related to the pandemic with a payroll tax subsidy to employers who provide the leave. H.R. 748, The CARES Act. Large, comprehensive COVID-19 relief bill. Issue Paycheck protection program and paid family medical leave. H.R. 6800, The HEROES Act. Large, comprehensive COVID-19 relief bill. Issue Paycheck protection program and paid family medical leave. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act this bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.

Client expense: $1,001,933 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Implementation of COVID Relief packages, including the CARES Act (S. 3548), the HEROES Act (H.R. 6800 & HR. 8406), the FY 2021 Omnibus and COVID Relief and Response Act (H.R. 133), specifically provisions related to dairy; H.R. 1319, American Rescue Plan Act of 2021, provisions related to dairy; The FY 2022 Agriculture, Rural Development, Food and Drug Administration and Related Agencies Appropriations (H.R. 4356, H.R. 4502, S. 2599, & H.R. 5305), provisions related to ice cream research, FDA Funding, School Milk Flexibility, Healthy Fluid Milk Incentive Projects and other dairy related provisions;

Client expense: $150,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Executive Office of the President (EOP), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)