Grizzly Bear State Management Act

HOUSE: H.R. 845: Pet and Livestock Protection Act (Oppose) H.R. 281: Grizzly Bear State Management Act (Oppose) H.R. 2073: Defending Our Dams Act (Oppose) H.R. 4255: Enhancing Safety for Animals Act of 2025 (Oppose) H.R. 180: Endangered Species Transparency and Reasonableness Act of 2025 (Oppose) H.J. Res. 111: Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the United States Fish and Wildlife Service relating to "Barred Owl Management Strategy". (Oppose) SENATE: S. 316: Grizzly Bear State Management Act (Oppose)

Client expense: $220,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

BLM & USFS grazing regulations BLM Land health standards/assessments Cooperative monitoring, including MOUs and subsequent joint protocols Agency resource monitoring and data collection tools Wildfire policy; U.S. Wildland Fire Service policy Endangered Species Act revisions/modernization Grizzly Bear delisting regulations Gray Wolf Delisting; Pet and Livestock Protection Act and regulatory Mexican Gray Wolf ESA policy; delisting efforts NEPA policy, guidance and regulations; permitting reform Depredation policies, standards, and guidelines at APHIS and USFWS NRCS programs available to natural resource management Wild Horse and Burro Act funding and implementation Parochial grazing/land use bills H.R.6300/S.2787, Grasslands Grazing Act H.R.9533, FEES Act H.R.7567 (and Senate companion) Farm Bill 2026; nat res provisions, fire, forestry H.R.1110, Grazing for Wildfire Risk Reduction H.R.281/S.316, Grizzly Bear State Management Act H.R.302, Water Rights Protection Act H.R.1301, death tax repeal H.R.1897, the ESA Amendments Act H.R.2238, Ranching Without Red Tape Act H.R.1661/S.775, Save America's Forgotten Equines Act S.140, the Wildfire Prevention Act S.211, the Resiliency for Ranching and Natural Resource Conservation Health Act S.1306/H.R.845, to delist the Gray wolf H.R.471, Fix Our Forests Act Implementation of livestock depredation provisions in the H.R.1, the One Big Beautiful Bill Act International Year of Rangelands and Pastoralists resolutions Rangeland conservation (post-fire remediation and funding, post-WHB rehab, invasive species mitigation)

Client expense: Not reported · Firm income: $10,000

Government targets: Agriculture, Dept of (USDA), Bureau of Land Management (BLM), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), SENATE, U.S. Fish & Wildlife Service (USFWS), U.S. Forest Service

Fiscal Year 2027 Appropriations oHorse Protection Act enforcement oWild horses and burros oHorse slaughter defund oAnimal testing alternatives oAnimal Welfare Act enforcement oAnimal fighting and Preventing Animal Cruelty and Torture Act enforcement oPets Evacuation and Transportation Standards implementation oBig Cat Public Safety Act enforcement oProtecting Animals with Shelter (PAWS) grants oHumane Methods of Slaughter Act enforcement oVeterinary Medicine Loan Repayment Program and Veterinary Services Grant Program oSupport Endangered Species Act implementation; oppose removal of ESA regulations oMultinational Species Conservation Fund, USFWS International Affairs and USFWS Office of Law Enforcement oWildlife trafficking oBring Animals Relief and Kibble (BARK) Act oShark Fins Sale Elimination Act Enforcement oWildlife Crossings Pilot Program oJohn H. Prescott Marine Mammal Rescue Assistance grant program oReducing hardship for international transportation of domestic animals oOppose primate infrastructure oOppose Save Our Bacon Act, Food Security and Farm Protection Act, and related legislation oOppose Pet Food Uniform Regulatory Reform (PURR) Act oOppose trophy hunting Imports oOppose M-44s oBlock funding to issue USDA licenses to those who would travel elephants overnight Authorizing legislation oPuppy Protection Act (H.R.2253/S. 4437) oPrevent All Soring Tactics (PAST) Act (H.R. 1684) oSave Americas Forgotten Equines (SAFE) Act (H.R.1661/S.775) oBetter CARE for Animals Act (H.R. 3112/S. 1538) oBring Animals Relief and Kibble (BARK) Act (H.R.3732/ S. 1939) oPeople and Animals Well-being (PAW) Act (H.R.1842) oProviding for Unhoused People and Pets (PUPP) Act of 2025 (H.R.4921) oEjiao Act (H.R. 5544) oVeterinary Services to Improve Public Health in Rural Communities Act (S.4365) oSave Animals Through Operational Shelters (SATOS) Act (H.R. 6716) oCanyons Law (H.R. 4180/ S. 2179) oWildlife Road Crossings Program Reauthorization Act (H.R.6078) oOppose Food Security and Farm Protection (S. 1326) Act oOppose Pet and Livestock Protection Act (H.R. 845/ S.1306) oOppose Healthy Dog Importation Act (H.R. 3349/S. 1725) oOppose Grizzly Bear State Management Act (H.R. 281/S. 445) oOppose Protecting Access for Hunters and Anglers Act (H.R. 556/S. 537) oOppose ESA Amendments Act (H.R. 1897) oOppose Pet Food Uniform Regulatory Reform (PURR) Act (H.R. 597) oOppose Enhancing Safety for Animals Act of 2025 (H.R. 4255) oOppose Save Our Bacon Act (H.R. 4673) oOppose Pacific Northwest Gray Wolves Relief Act of 2025 (H.R. 5171) oOppose Protecting Local Zoos Act (H.R. 7159) oConcerns with S.J. Res 69/ H.J. Res. 111 Farm Bill (H.R. 7567/Senate discussion draft) oPuppy Protection Act (H.R.2253/S. 4437) oBetter CARE for Animals Act (H.R. 3112/S. 1538) oSave Americas Forgotten Equines (SAFE) Act (H.R.1661/S.775) oProtecting Animals with Shelter (PAWS) grant program reauthorization oSupport for provisions advance alternatives to animal testing oWildlife corridors/crossings oAnimal Welfare Act protections and oversight oAlternative protein research oOppose Food Security and Farm Protection Act (S. 1326), Save Our Bacon Act (H.R. 4673) and any related attack on state and local agriculture laws oOppose Healthy Dog Importation Act oOppose weakening of dog protections oOppose mink fur industry development and expansion oOppose removal of ESA protections oOppose M-44s NDAA (H.R. 8800/S. 4784) oBring Animals Relief and Kibble (BARK) Act (H.R.3732/ S. 1939) oOppose removal of ESA regulations oOppose waivers to permit live tissue trauma training BUILD America 250 Act (H.R. 8870) oReauthorization of the Wildlife Crossings Pilot Program oEnding transport of horses for slaughter Rulemaking and Federal Government Decisions and Policies oGrizzly Bears oHorse Protection Act enforcement oAnimal Welfare Act enforcement oNew Approach Methods to animal testing oWild Horses and Burros oWildlife trafficking oM-44s oBig Cats Public Safety Act oHunting/fishing regulations oShark fin sales elimination act and shark matters more generally oGod squad/Endangered Species Committee action oDepopulation oLine speeds for poultry and pork oListing pangolins and giraffes under the Endangered Species Act (and other foreign species) oEndangered Species Act Implementing Regulations oUSDA Animal Welfare Act regulations for dogs

Retirement Security, Q4 2025 1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investment be either favored or disfavored, other than on the basis of the investments risk-return characteristics. 7.H.R.2696, S.1526 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 8.H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. 9.H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. 10.H.R.2958 Balance the Scales Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to report annually to Congress about its use of common interest agreements. 11.H.R.2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. 12.H.R.3526, S.2867 Uplifting First-Time Homebuyers Act of 2025: This legislation allows individuals to take an early distribution out of an IRA of up to $50,000 for a qualified first-time home purchase without the 10% additional income tax penalty. Current rules only allow up to a $10,000 early distribution without penalty. 13.H.R.4718, S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. 14.S.2003 Strengthening Benefits Plans Act of 2025: This legislation permits surplus assets in a retiree health account to be used for other benefits, like active employee health benefits. The legislation also permits surplus assets in a defined benefit plan to be used to provide contributions to the employers defined contribution plan without terminating the defined benefit plan. 15.S.2210 Unlocking Benefits for Independent Workers Act: This legislation establishes a safe harbor under federal law for companies that would like to voluntarily provide independent workers with any benefit or protection commonly provided to full-time employees, such as retirement and health care benefits. 16.S.2217 Independent Retirement Fairness Act: This legislation relaxes the audit rules for pooled employer plans (PEPs) and allows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 17.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enrollment credit available to tax-exempt eligible small employers. 18.H.R.5325 Unclaimed Retirement Rescue Plan: This legislation directs the Department of Labor (DOL) to issue a regulation that would permit retirement plan fiduciaries to transfer unclaimed retirement distributions to State unclaimed property programs. 19.H.R.5748 Retirement Investment Choice Act: This legislation codifies Executive Order 14330 relating to democratizing access to alternative assets for 401(k) investors. 20.S.3083 Providing Complete Information to Retirement Investors Act: This legislation adds a new notice requirement to participants investing through brokerage windows in 401(k) plans to explain that the investments in a brokerage window have not been prudently selected and are not monitored by a plan fiduciary. 21.S.3086 Restoring Integrity in Fiduciary Duty Act: This legislation limits fiduciary consideration of nonpecuniary factors for investments. The bill further states that ERISA fiduciaries must also make decisions regarding the exercise of shareholder rights and proxy voting based on pecuniary factors. 22.H.R.5887 Saving for the Future Act: This legislation establishes a hybrid emergency savings and 401(k)-type government-run program called the Federal Universal Personal Savings Investment Program and creates UP Retirement Accounts for every full-time and part-time worker not covered by an active defined benefit pension plan. The legislation also requires employers to make a minimum employer contribution to the workers retirement account. 23.H.R.6084 ERISA Litigation Reform Act: This legislation amends the pleading standard under ERISA Section 502 for certain claims to put the burden on the plaintiff to plausibly allege and prove that an ERISA prohibitive transaction occurred that is not exempt under ERISA section 408(b)(2). 24.H.R.6324 Retirement Simplification and Clarity Act: This legislation would: (1) permit an in-service plan distribution to an individual retirement annuity on or after attainment of age 50; and (2) include a specific reference to an individual retirement annuity as a rollover option under a simplified 402(f) safe harbor notice. 25.H.R.6417, S.3333 Emergency Savings Enhancement Act of 2025: This legislation would double the maximum balance limit for Pension-Linked Emergency Savings Accounts (PLESAs) from $2,500 to $5,000 and allows Highly Compensated Employees (HCEs) to participate. 26.H.R.6450, S.3352 Retirement Rollover Flexibility Act: This legislation would permit rollover contributions from Roth IRAs to designated Roth accounts in qualified retirement plans, like 401(k)s. 27.H.R.6722 Automatic IRA Act of 2025: The legislation would require employers with more than 10 employees that do not sponsor a retirement plan to automatically enroll their employees in IRAs (automatic IRAs) or other automatic contribution plans or arrangements, like 401(k) plans. The legislation also requires 401(k) plans with over 100 participants plans must permit participants to elect to receive at least 50 percent of their vested account balance in the form of lifetime income. This requirement does not apply to participants with balances below $200,000. 28.H.R.6729, S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan. 29.H.R.7185 Home Savings Act: This legislation permits penalty-free withdrawals from a 401(k) account for up to five years when the funds are used for a down payment or closing costs on a primary residence. The legislation also allows an individual to make a penalty-free 401(k) withdrawal and gift those funds to a relative, exempt from gift tax, provided the relative uses the money for a down payment or closing costs on a primary residence. 30.H.R.7362 Form 5500 Filing Simplification Act: This legislation extends the Form 5500 filing deadline to October 15 (for calendar year retirement plans), thus eliminating the need for an extension. 31.H.R.7556, S.2335 Pensions for All Act: This legislation requires every employer to provide to their employees a retirement program with benefits equivalent to the Federal Employees Retirement System (FERS) or to elect for their employees to participate in FERS. 32.H.R.8273, S.4291 Catching Up Family Caregivers Act of 2026: This legislation allows full-time family caregivers to qualify for up to five additional years of retirement plan catch-up contributions. Catch-up contributions currently allow individuals over age 50 to contribute above the standard annual retirement plan contribution limit, with even higher limits available for those ages 60 to 63. 33.H.R.8274, S.4292 Improving Retirement for Family Caregivers Act of 2026: Current law limits Roth IRA contributions to the lesser of $7,000 or total annual income. This legislation eliminates the annual income requirement for family caregivers, thus allowing them to contribute to a Roth IRA even if they do not have any income. 34.H.R.8313 Trump Accounts for All Generations Act: The One Big Beautiful Bill Act (OBBBA) enacted last year created the Trump Account, which is a new individual tax-preferred savings vehicle for children, with a $1,000 government seed contribution for every child born in the United States from 2025 to 2029. This legislation makes the $1,000 government contribution for children permanent and indexes the $1,000 contribution amount to inflation beginning in 2029. 35.H.R.8314 OPTIONS Act: The legislation allows employees to allocate employer contributions among various pre-tax benefits, including retirement accounts, health savings accounts, health reimbursement accounts, and educational assistance programs. 36.S.4360 Investigation Status and Governance for Honest Transparency (INSIGHT) Act: This legislation requires the Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. And it also requires the Department of Labor to formalize and disclose situations in which it is providing adverse assistance which means assistance to plaintiffs lawyers suing ERISA benefit plan sponsors and fiduciaries. 37.H.R.8783, S.4511 Charity Parity Act: Current law allows retirement savers to exclude up to $111,000 in annual gross income to make qualified charitable distributions (QCDs), but only if the funds are donated directly from an IRA. This tax break excludes distributions from employer-sponsored retirement plans like 401(k)s and 403(b)s. So, under current law, individuals must first roll assets into an IRA to make a QCD. The Charity Parity Act would permit direct QCDs from employer-sponsored retirement plans. 38.H.R.8837, S.1840 Retirement Investment in Small Employers (RISE) Act: This legislation raises the floor for the existing $250 per-employee tax credit available to small businesses to create retirement plans, ensuring that all small businesses can receive a tax credit of at least $2,500. The House version of the legislation allows the service provider to claim the tax credit as payment for services that would ordinarily be charged to the employer for starting the plan. 39.General Accounts Product Corrections Act: This proposed legislation clarifies fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. 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. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act 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.

Retirement Security, Q4 2025 1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investment be either favored or disfavored, other than on the basis of the investments risk-return characteristics. 7.H.R.2696, S.1526 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 8.H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. 9.H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. 10.H.R.2958 Balance the Scales Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to report annually to Congress about its use of common interest agreements. 11.H.R.2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. 12.H.R.3526, S.2867 Uplifting First-Time Homebuyers Act of 2025: This legislation allows individuals to take an early distribution out of an IRA of up to $50,000 for a qualified first-time home purchase without the 10% additional income tax penalty. Current rules only allow up to a $10,000 early distribution without penalty. 13.H.R.4718, S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. 14.S.2003 Strengthening Benefits Plans Act of 2025: This legislation permits surplus assets in a retiree health account to be used for other benefits, like active employee health benefits. The legislation also permits surplus assets in a defined benefit plan to be used to provide contributions to the employers defined contribution plan without terminating the defined benefit plan. 15.S.2210 Unlocking Benefits for Independent Workers Act: This legislation establishes a safe harbor under federal law for companies that would like to voluntarily provide independent workers with any benefit or protection commonly provided to full-time employees, such as retirement and health care benefits. 16.S.2217 Independent Retirement Fairness Act: This legislation relaxes the audit rules for pooled employer plans (PEPs) and allows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 17.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enrollment credit available to tax-exempt eligible small employers. 18.H.R.5325 Unclaimed Retirement Rescue Plan: This legislation directs the Department of Labor (DOL) to issue a regulation that would permit retirement plan fiduciaries to transfer unclaimed retirement distributions to State unclaimed property programs. 19.H.R.5748 Retirement Investment Choice Act: This legislation codifies Executive Order 14330 relating to democratizing access to alternative assets for 401(k) investors. 20.S.3083 Providing Complete Information to Retirement Investors Act: This legislation adds a new notice requirement to participants investing through brokerage windows in 401(k) plans to explain that the investments in a brokerage window have not been prudently selected and are not monitored by a plan fiduciary. 21.S.3086 Restoring Integrity in Fiduciary Duty Act: This legislation limits fiduciary consideration of nonpecuniary factors for investments. The bill further states that ERISA fiduciaries must also make decisions regarding the exercise of shareholder rights and proxy voting based on pecuniary factors. 22.H.R.5887 Saving for the Future Act: This legislation establishes a hybrid emergency savings and 401(k)-type government-run program called the Federal Universal Personal Savings Investment Program and creates UP Retirement Accounts for every full-time and part-time worker not covered by an active defined benefit pension plan. The legislation also requires employers to make a minimum employer contribution to the workers retirement account. 23.H.R.6084 ERISA Litigation Reform Act: This legislation amends the pleading standard under ERISA Section 502 for certain claims to put the burden on the plaintiff to plausibly allege and prove that an ERISA prohibitive transaction occurred that is not exempt under ERISA section 408(b)(2). 24.H.R.6324 Retirement Simplification and Clarity Act: This legislation would: (1) permit an in-service plan distribution to an individual retirement annuity on or after attainment of age 50; and (2) include a specific reference to an individual retirement annuity as a rollover option under a simplified 402(f) safe harbor notice. 25.H.R.6417, S.3333 Emergency Savings Enhancement Act of 2025: This legislation would double the maximum balance limit for Pension-Linked Emergency Savings Accounts (PLESAs) from $2,500 to $5,000 and allows Highly Compensated Employees (HCEs) to participate. 26.H.R.6450, S.3352 Retirement Rollover Flexibility Act: This legislation would permit rollover contributions from Roth IRAs to designated Roth accounts in qualified retirement plans, like 401(k)s. 27.H.R.6722 Automatic IRA Act of 2025: The legislation would require employers with more than 10 employees that do not sponsor a retirement plan to automatically enroll their employees in IRAs (automatic IRAs) or other automatic contribution plans or arrangements, like 401(k) plans. The legislation also requires 401(k) plans with over 100 participants plans must permit participants to elect to receive at least 50 percent of their vested account balance in the form of lifetime income. This requirement does not apply to participants with balances below $200,000. 28.H.R.6729, S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan. 29.H.R.7185 Home Savings Act: This legislation permits penalty-free withdrawals from a 401(k) account for up to five years when the funds are used for a down payment or closing costs on a primary residence. The legislation also allows an individual to make a penalty-free 401(k) withdrawal and gift those funds to a relative, exempt from gift tax, provided the relative uses the money for a down payment or closing costs on a primary residence. 30.H.R.7362 Form 5500 Filing Simplification Act: This legislation extends the Form 5500 filing deadline to October 15 (for calendar year retirement plans), thus eliminating the need for an extension. 31.H.R.7556, S.2335 Pensions for All Act: This legislation requires every employer to provide to their employees a retirement program with benefits equivalent to the Federal Employees Retirement System (FERS) or to elect for their employees to participate in FERS. 32.H.R.8273, S.4291 Catching Up Family Caregivers Act of 2026: This legislation allows full-time family caregivers to qualify for up to five additional years of retirement plan catch-up contributions. Catch-up contributions currently allow individuals over age 50 to contribute above the standard annual retirement plan contribution limit, with even higher limits available for those ages 60 to 63. 33.H.R.8274, S.4292 Improving Retirement for Family Caregivers Act of 2026: Current law limits Roth IRA contributions to the lesser of $7,000 or total annual income. This legislation eliminates the annual income requirement for family caregivers, thus allowing them to contribute to a Roth IRA even if they do not have any income. 34.H.R.8313 Trump Accounts for All Generations Act: The One Big Beautiful Bill Act (OBBBA) enacted last year created the Trump Account, which is a new individual tax-preferred savings vehicle for children, with a $1,000 government seed contribution for every child born in the United States from 2025 to 2029. This legislation makes the $1,000 government contribution for children permanent and indexes the $1,000 contribution amount to inflation beginning in 2029. 35.H.R.8314 OPTIONS Act: The legislation allows employees to allocate employer contributions among various pre-tax benefits, including retirement accounts, health savings accounts, health reimbursement accounts, and educational assistance programs. 36.S.4360 Investigation Status and Governance for Honest Transparency (INSIGHT) Act: This legislation requires the Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. And it also requires the Department of Labor to formalize and disclose situations in which it is providing adverse assistance which means assistance to plaintiffs lawyers suing ERISA benefit plan sponsors and fiduciaries. 37.H.R.8783, S.4511 Charity Parity Act: Current law allows retirement savers to exclude up to $111,000 in annual gross income to make qualified charitable distributions (QCDs), but only if the funds are donated directly from an IRA. This tax break excludes distributions from employer-sponsored retirement plans like 401(k)s and 403(b)s. So, under current law, individuals must first roll assets into an IRA to make a QCD. The Charity Parity Act would permit direct QCDs from employer-sponsored retirement plans. 38.H.R.8837, S.1840 Retirement Investment in Small Employers (RISE) Act: This legislation raises the floor for the existing $250 per-employee tax credit available to small businesses to create retirement plans, ensuring that all small businesses can receive a tax credit of at least $2,500. The House version of the legislation allows the service provider to claim the tax credit as payment for services that would ordinarily be charged to the employer for starting the plan. 39.General Accounts Product Corrections Act: This proposed legislation clarifies fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. 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. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act 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.

HOUSE: H.R. 845: Pet and Livestock Protection Act (Oppose) H.R. 1897: ESA Amendments Act of 2025 (Oppose) H.R. 281: Grizzly Bear State Management Act (Oppose) H.R. 2073: Defending Our Dams Act (Oppose) H.R. 4255: Enhancing Safety for Animals Act of 2025 (Oppose) H.R. 180: Endangered Species Transparency and Reasonableness Act of 2025 (Oppose) H.J. Res. 111: Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the United States Fish and Wildlife Service relating to "Barred Owl Management Strategy". (Oppose) SENATE: S. 316: Grizzly Bear State Management Act (Oppose)

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

Government targets: Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE

BLM & USFS grazing regulations Cooperative monitoring Agency monitoring and reporting protocols Wildfire policy; U.S. Wildland Fire Service Sage Grouse ROD implementation Endangered Species Act revisions/modernization Grizzly Bear delisting regulations Gray Wolf Delisting; Pet and Livestock Protection Act and regulatory Mexican Gray Wolf ESA policy; delisting bill NEPA policy, guidance and regulations Depredation policies, standards, and guidelines at APHIS and USFWS NRCS programs available to natural resource management Wild Horse and Burro Act funding and implementation Parochial grazing/land use bills. H.R.1110, Grazing for Wildfire Risk Reduction H.R.281/S.316, Grizzly Bear State Management Act H.R.302, Water Rights Protection Act H.R.1301, death tax repeal H.R.1897, the ESA Amendments Act H.R.2238, Ranching Without Red Tape Act H.R.1661/S.775, Save America's Forgotten Equines Act S.140, the Wildfire Prevention Act S.211, the Resiliency for Ranching and Natural Resource Conservation Health Act S.1306/H.R.845, to delist the Gray wolf H.R.471, Fix Our Forests Act Implementation of livestock depredation provisions in the H.R.1, the One Big Beautiful Bill Act International Year of Rangelands and Pastoralists resolutions Rangeland conservation (post-fire remediation and funding, post-WHB rehab, invasive species mitigation)

Client expense: Not reported · Firm income: $5,000

Authorizing legislation oPuppy Protection Act (H.R.2253) oPrevent All Soring Tactics (PAST) Act (H.R. 1684) oSave Americas Forgotten Equines (SAFE) Act (H.R.1661/S.775) oBetter CARE for Animals Act (H.R. 3112/S. 1538) oBring Animals Relief and Kibble (BARK) Act (H.R.3732/ S. 1939) oPeople and Animals Well-being (PAW) Act (H.R.1842) oProviding for Unhoused People and Pets (PUPP) Act of 2025 (H.R.4921) oEjiao Act (H.R. 5544) oVeterinary Services to Improve Public Health in Rural Communities Act (S.4365) oSave Animals Through Operational Shelters (SATOS) Act (H.R. 6716) oWildlife Road Crossings Program Reauthorization Act (H.R.6078) oOppose Food Security and Farm Protection (S. 1326) Act oOppose Pet and Livestock Protection Act (H.R. 845/ S.1306) oOppose Trust the Science Act (H.R. 130) oOppose Grizzly Bear State Management Act (H.R. 281/ S. 445) oOppose ESA Amendments Act (H.R. 1897) oOppose Pet Food Uniform Regulatory Reform (PURR) Act (H.R. 597) oOppose Enhancing Safety for Animals Act of 2025 (H.R. 4255) oOppose Save Our Bacon Act (H.R. 4673) oOppose Pacific Northwest Gray Wolves Relief Act of 2025 (H.R. 5171) oOppose Protecting Local Zoos Act (H.R. 7159) oConcerns with S.J. Res 69/ H.J. Res. 111 Farm Bill oPuppy Protection Act (H.R.) (H.R.2253) oBetter CARE for Animals Act (H.R. 3112/S. 1538) oOppose Food Security and Farm Protection Act (S. 1326), Save Our Bacon Act (H.R. 4673) and any related attack on state and local agriculture laws oOppose Section 12005 (Healthy Dog Importation Act, H.R. 3349) oOppose weakening of dog protections (Section 12604 (c) ) oOppose Mink Fur Industry Development/Expansion (Section 3201(d)) NDAA (H.R. 3838/S. 2296) o Bring Animals Relief and Kibble (BARK) Act (H.R.3732/ S. 1939) oOppose removal of ESA regulations Rulemaking and Federal Government Decisions and Policies oGray wolves oGrizzly Bears oHorse Protection Act enforcement oAnimal Welfare Act enforcement oNew Approach Methods to animal testing oWild Horses and Burros oWildlife trafficking oBig Cats Public Safety Act oTrophy hunting oShark fin sales elimination act and shark matters more generally oGod squad/Endangered Species Committee action oRetirement of animals used in research oListing pangolins and giraffes under the Endangered Species Act (and other foreign species) oFunding priorities for the FY27 Presidents Budget Request oEndangered Species Act Implementing Regulations oEvacuation of U.S. citizens pets from overseas in crises oUSDA Animal Welfare Act regulations for dogs oNIH DPCPSI Proposed Reorganization

Retirement Security, Q4 2025 1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investment be either favored or disfavored, other than on the basis of the investments risk-return characteristics. 7.H.R.2696, S.1526 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 8.H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. 9.H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. 10.H.R.2958 Balance the Scales Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to report annually to Congress about its use of common interest agreements. 11.H.R.2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. 12.H.R.3526, S.2867 Uplifting First-Time Homebuyers Act of 2025: This legislation allows individuals to take an early distribution out of an IRA of up to $50,000 for a qualified first-time home purchase without the 10% additional income tax penalty. Current rules only allow up to a $10,000 early distribution without penalty. 13.H.R.4718, S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. 14.S.1840 Retirement Investment in Small Employers (RISE) Act: This legislation raises the floor for the existing $250 per-employee tax credit available to small businesses to create retirement plans, ensuring that all small businesses can receive a tax credit of at least $2,500. 15.S.2003 Strengthening Benefits Plans Act of 2025: This legislation permits surplus assets in a retiree health account to be used for other benefits, like active employee health benefits. The legislation also permits surplus assets in a defined benefit plan to be used to provide contributions to the employers defined contribution plan without terminating the defined benefit plan. 16.S.2210 Unlocking Benefits for Independent Workers Act: This legislation establishes a safe harbor under federal law for companies that would like to voluntarily provide independent workers with any benefit or protection commonly provided to full-time employees, such as retirement and health care benefits. 17.S.2217 Independent Retirement Fairness Act: This legislation relaxes the audit rules for pooled employer plans (PEPs) and allows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 18.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enrollment credit available to tax-exempt eligible small employers. 19.H.R.5325 Unclaimed Retirement Rescue Plan: This legislation directs the Department of Labor (DOL) to issue a regulation that would permit retirement plan fiduciaries to transfer unclaimed retirement distributions to State unclaimed property programs. 20.H.R.5748 Retirement Investment Choice Act: This legislation codifies Executive Order 14330 relating to democratizing access to alternative assets for 401(k) investors. 21.S.3083 Providing Complete Information to Retirement Investors Act: This legislation adds a new notice requirement to participants investing through brokerage windows in 401(k) plans to explain that the investments in a brokerage window have not been prudently selected and are not monitored by a plan fiduciary. 22.S.3086 Restoring Integrity in Fiduciary Duty Act: This legislation limits fiduciary consideration of nonpecuniary factors for investments. The bill further states that ERISA fiduciaries must also make decisions regarding the exercise of shareholder rights and proxy voting based on pecuniary factors. 23.H.R.5887 Saving for the Future Act: This legislation establishes a hybrid emergency savings and 401(k)-type government-run program called the Federal Universal Personal Savings Investment Program and creates UP Retirement Accounts for every full-time and part-time worker not covered by an active defined benefit pension plan. The legislation also requires employers to make a minimum employer contribution to the workers retirement account. 24.H.R.6084 ERISA Litigation Reform Act: This legislation amends the pleading standard under ERISA Section 502 for certain claims to put the burden on the plaintiff to plausibly allege and prove that an ERISA prohibitive transaction occurred that is not exempt under ERISA section 408(b)(2). 25.H.R.6324 Retirement Simplification and Clarity Act: This legislation would: (1) permit an in-service plan distribution to an individual retirement annuity on or after attainment of age 50; and (2) include a specific reference to an individual retirement annuity as a rollover option under a simplified 402(f) safe harbor notice. 26.H.R.6417, S.3333 Emergency Savings Enhancement Act of 2025: This legislation would double the maximum balance limit for Pension-Linked Emergency Savings Accounts (PLESAs) from $2,500 to $5,000 and allows Highly Compensated Employees (HCEs) to participate. 27.H.R.6450, S.3352 Retirement Rollover Flexibility Act: This legislation would permit rollover contributions from Roth IRAs to designated Roth accounts in qualified retirement plans, like 401(k)s. 28.H.R.6722 Automatic IRA Act of 2025: The legislation would require employers with more than 10 employees that do not sponsor a retirement plan to automatically enroll their employees in IRAs (automatic IRAs) or other automatic contribution plans or arrangements, like 401(k) plans. The legislation also requires 401(k) plans with over 100 participants plans must permit participants to elect to receive at least 50 percent of their vested account balance in the form of lifetime income. This requirement does not apply to participants with balances below $200,000. 29.H.R.6729, S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan. 30.H.R.7185 Home Savings Act: This legislation permits penalty-free withdrawals from a 401(k) account for up to five years when the funds are used for a down payment or closing costs on a primary residence. The legislation also allows an individual to make a penalty-free 401(k) withdrawal and gift those funds to a relative, exempt from gift tax, provided the relative uses the money for a down payment or closing costs on a primary residence. 31.H.R.7362 Form 5500 Filing Simplification Act: This legislation extends the Form 5500 filing deadline to October 15 (for calendar year retirement plans), thus eliminating the need for an extension. 32.H.R.7556, S.2335 Pensions for All Act: This legislation requires every employer to provide to their employees a retirement program with benefits equivalent to the Federal Employees Retirement System (FERS) or to elect for their employees to participate in FERS. 33.General Accounts Product Corrections Act: This proposed legislation clarifies fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. 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. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act 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.

H.R. 5342 /S. 2354 - FY 2026 CJS Appropriations bills - North Atlantic right whale, vessel speed rule, Marine Mammal Protection Act issues, Rices whale, ESA funding H.R. 4121 /S. 2256 - FY 2026 Agriculture Appropriations - USDA Wildlife Services Nonlethal Conflict Reduction Initiative FY 2027 Agriculture Appropriations (No House or Senate Bill Number) - USDA Wildlife Services Nonlethal Conflict Reduction Initiative FY 2027 Interior Appropriations (No House or Senate Bill Number) - ESA and wildlife related riders, ESA funding, National Wildlife Refuge System, BLM and FS T&E, Migratory Bird Management Program funding, BLM Plant Conservation and Restoration Program, FS Research and Development Program, Marine Minerals Administration FY 2027 CJS Appropriation bills (No House or Senate Bill Number) - North Atlantic right whale, vessel speed rule, Marine Mammal Protection Act issues, Rices whale, ESA funding H.R. 4213 / Senate No bill number - FY 2026 Department of Homeland Security Appropriations - Border wall, Vessel speed restrictions rider H.R 4754/S. 2431 - FY 2026 Interior Appropriations - ESA and wildlife related riders, ESA funding, National Wildlife Refuge System, BLM and FS T&E, Migratory Bird Management Program funding, BLM Plant Conservation and Restoration Program, FS Research and Development Program H.R. 3188 - Migratory Bird Protection Act of 2025 H.R. 6251 - Polar Bear trophy bill H.R. 281/S. 316 - Grizzly Bear State Management Act of 2025 H.R. 845 - Pet and Livestock Protection Act H.R. 7332 - Whale CHARTS Act H.R. 1897 - ESA Amendments Act of 2025 H.R. 3845 - Valley Water Protection Act H.R. 3898 - PERMIT Act House No Bill Number - MMPA Reauthorization Discussion Draft

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

HOUSE: H.R. 845: Pet and Livestock Protection Act (Oppose) H.R. 1897: ESA Amendments Act of 2025 (Oppose) H.R. 281: Grizzly Bear State Management Act (Oppose) H.R. 2073: Defending Our Dams Act (Oppose) H.R. 4255: Enhancing Safety for Animals Act of 2025 (Oppose) H.R. 180: Endangered Species Transparency and Reasonableness Act of 2025 (Oppose) H.J. Res. 111: Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the United States Fish and Wildlife Service relating to "Barred Owl Management Strategy". (Oppose) SENATE: S. 316: Grizzly Bear State Managment Act (Oppose)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)

- BLM Grazing Regulations - USFS Grazing policies and regulations - Wildfire policies - Sage Grouse plan revisions (BLM) - Endangered Species Act revisions - Grizzly Bear Delisting - Gray Wolf Delisting - Mexican Gray Wolf ESA policy; delisting - NEPA policy, guidance and regulations - Wild Horse and Burro Act funding and implementation. H.R.1110, Grazing for Wildfire Risk Reduction H.R.281/S.316, Grizzly Bear State Management Act H.R.302, Water Rights Protection Act H.R.1301, death tax repeal H.R.1897, the ESA Amendments Act H.R.2238, Ranching Without Red Tape Act H.R.1661/S.775, Save America's Forgotten Equines Act S.140, the Wildfire Prevention Act S.211, the Resiliency for Ranching and Natural Resource Conservation Health Act S.1306, to delist the Gray wolf implementation of the H.R.1, the One Big Beautiful Bill Act

Client expense: Not reported · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Bureau of Land Management (BLM), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), SENATE, U.S. Fish & Wildlife Service (USFWS), U.S. Forest Service

Authorizing legislation Puppy Protection Act (H.R.2253) Prevent All Soring Tactics (PAST) Act (H.R. 1684) Save Americas Forgotten Equines (SAFE) Act (H.R.1661/S.775) Better CARE for Animals Act (H.R. 3112/S. 1538) Bring Animals Relief and Kibble (BARK) Act (H.R.3732/ S. 1939) People and Animals Well-being (PAW) Act (H.R.1842) Providing for Unhoused People and Pets (PUPP) Act of 2025 (H.R.4921) Ejiao Act (H.R. 5544) Veterinary Services to Improve Public Health in Rural Communities Act (S.4365) Save Animals Through Operational Shelters (SATOS) Act (H.R. 6716) Wildlife Road Crossings Program Reauthorization Act (H.R.6078) Oppose Food Security and Farm Protection (S. 1326) Act Oppose Pet and Livestock Protection Act (H.R. 845/ S.1306) Oppose Trust the Science Act (H.R. 130) Oppose Grizzly Bear State Management Act (H.R. 281/ S. 445) Oppose ESA Amendments Act (H.R. 1897) Oppose Pet Food Uniform Regulatory Reform (PURR) Act (H.R. 597) Oppose Enhancing Safety for Animals Act of 2025 (H.R. 4255) Oppose Save Our Bacon Act (H.R. 4673) Oppose Pacific Northwest Gray Wolves Relief Act of 2025 (H.R. 5171) Concerns with S.J. Res 69/ H.J. Res. 111 Farm Bill Puppy Protection Act (H.R.) (H.R.2253) Better CARE for Animals Act (H.R. 3112/S. 1538) Oppose Food Security and Farm Protection Act (S. 1326), Save Our Bacon Act (H.R. 4673) and any related attack on state and local agriculture laws NDAA (H.R. 3838/S. 2296) Bring Animals Relief and Kibble (BARK) Act (H.R.3732/ S. 1939) Oppose removal of ESA regulations Rulemaking and Federal Government Decisions and Policies Gray wolves (listing and cancellation of the National Wolf Recovery Plan) Grizzly Bears Horse Protection Act enforcement Animal Welfare Act enforcement New Approach Methods to animal testing Animal Testing for UV Filters Wild Horses and Burros HISA Wildlife trafficking Big Cats Public Safety Act Importation permits for wildlife Trophy hunting CITES and CoP20 Proposal 4 related to giraffes NIH Chimpanzees Listing pangolins and giraffes under the Endangered Species Act (and other foreign species) Funding priorities for the FY27 Presidents Budget Request Endangered Species Act Implementing Regulations Twenty-Eight Hour Law regulations OSHA general duty clause - animal handling/performance Veterinary workforce shortages USDA permits to import dogs for adoption PACT Act Enforcement Desert tortoise/Florida panther protections under the ESA

HOUSE: H.R. 845: Pet and Livestock Protection Act (Oppose) H.R. 1897: ESA Amendments Act of 2025 (Oppose) H.R. 281: Grizzly Bear State Management Act (Oppose) H.R. 2073: Defending Our Dams Act (Oppose) H.R. 4255: Enhancing Safety for Animals Act of 2025 (Oppose) H.R. 180: Endangered Species Transparency and Reasonableness Act of 2025 (Oppose) H.J. Res. 111: Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the United States Fish and Wildlife Service relating to "Barred Owl Management Strategy". (Oppose) SENATE: S. 316: Grizzly Bear State Managment Act (Oppose)

Client expense: $80,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)

1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investment be either favored or disfavored, other than on the basis of the investments risk-return characteristics. 7.H.R.2696, S.1526 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 8.H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. 9.H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. 10.H.R.2958 Balance the Scales Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to report annually to Congress about its use of common interest agreements. 11.H.R.2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. 12.H.R.4718, S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. 13.S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan. 14.S.1840 Retirement Investment in Small Employers (RISE) Act: This legislation raises the floor for the existing $250 per-employee tax credit available to small businesses to create retirement plans, ensuring that all small businesses can receive a tax credit of at least $2,500. 15.S.2003 Strengthening Benefits Plans Act of 2025: This legislation permits surplus assets in a retiree health account to be used for other benefits, like active employee health benefits. The legislation also permits surplus assets in a defined benefit plan to be used to provide contributions to the employers defined contribution plan without terminating the defined benefit plan. 16.S.2210 Unlocking Benefits for Independent Workers Act: This legislation establishes a safe harbor under federal law for companies that would like to voluntarily provide independent workers with any benefit or protection commonly provided to full-time employees, such as retirement and health care benefits. 17.S.2217 Independent Retirement Fairness Act: This legislation relaxes the audit rules for pooled employer plans (PEPs) and allows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 18.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enrollment credit available to tax-exempt eligible small employers. 19.H.R.5325 Unclaimed Retirement Rescue Plan: This legislation directs the Department of Labor (DOL) to issue a regulation that would permit retirement plan fiduciaries to transfer unclaimed retirement distributions to State unclaimed property programs. 20.General Accounts Product Corrections Act: This proposed legislation clarifies fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. 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. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act 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.

H.R. 5342 /S. 2354 FY 2026 CJS Appropriations bills - North Atlantic right whale, vessel speed rule, Marine Mammal Protection Act issues, Rices whale, ESA funding H.R. 4121 /S. 2256 - FY 2026 Agriculture Appropriations - USDA Wildlife Services Nonlethal Conflict Reduction Initiative H.R. 4213 / Senate No bill number - FY 2026 Department of Homeland Security Appropriations - Border wall, Vessel speed restrictions rider H.R 4754/S. 2431 - FY 2026 Interior Appropriations - sage-grouse rider and other ESA and wildlife related riders, ESA funding, National Wildlife Refuge System, BLM and FS T&E, Migratory Bird Management Program funding, BLM Plant Conservation and Restoration Program, FS Research and Development Program H.R. 3188 - Migratory Bird Protection Act of 2025 S. 316 - Grizzly Bear State Management Act of 2025 H.R. 281 - Grizzly Bear State Management Act of 2025 H.R. 130 - Trust the Science Act H.R. 845 - Pet and Livestock Protection Act House/Senate No Bill Number - Whale CHARTS Act H.R. 102 - American Sovereignty and Species Protection Act H.R. 106 - Less Imprecision in Species Treatment Act H.R. 587 - Promoting Local Management of the Lesser Prairie Chicken Act S. 171 - Promoting Local Management of the Lesser Prairie Chicken Act H.R. 180 - Endangered Species Transparency and Reasonableness Act H.R. 181 - Artificially Propagated Animals H.R. 840 - To provide that the final rule of the United States Fish and Wildlife Service titled "Endangered and Threatened Wildlife and Plants; Endangered Species Status With Critical Habitat for Guadalupe Fatmucket, Texas Fatmucket, Guadalupe Orb, Texas Pimpleback, Balcones Spike, and False Spike, and Threatened Species Status With Section 4(d) Rule and Critical Habitat for Texas Fawnsfoot" shall have no force or effect. H.R. 1897 - ESA Amendments Act of 2025 H.J. Res 78 - Longfin smelt CRA H.R. 1150 - SPEAR Act H.R. 1894 - FISH Act H.R. 2573 - LIZARD Act of 2025 H.R. 2608 - Exotic Hoofstock Reform Act H.R. 2783 - Infrastructure Project Acceleration Act H.R. 3845 - Valley Water Protection Act H.R. 4033 - Sturgeon Conservation and Sustainability Act H.R. 4255 - Enhancing Safety for Animals Act H.R. 3898 - PERMIT Act S. 2089 - Sturgeon Conservation and Sustainability Act S. 1355 - REPAIR Act H.R. 5171 - Pacific Northwest Gray Wolves Relief Act of 2025 H.R. 4850/S. 2579 - Endangered Species Recovery Act H.R. 4255 - Enhancing Safety for Animals Act of 2025 H.R. 3838/S. 2296 - National Defense Authorization Act for Fiscal Year 2026 H.J. Res. 111/S.J. Res. 69 - Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the United States Fish and Wildlife Service relating to "Barred Owl Management Strategy". House No Bill Number - MMPA Reauthorization Discussion Draft

- BLM Grazing Regulations - USFS Grazing handbook and directives - Wildfire policy - Sage Grouse plan revisions (BLM) - Endangered Species Act revisions - Grizzly Bear Delisting - Gray Wolf Delisting - Mexican Gray Wolf ESA policy; delisting - NEPA policy, guidance and regulations - Wild Horse and Burro Act funding and implementation. H.R.1110, Grazing for Wildfire Risk Reduction H.R.281/S.316, Grizzly Bear State Management Act H.R.302, Water Rights Protection Act H.R.1301, death tax repeal H.R.1897, the ESA Amendments Act H.R.2238, Ranching Without Red Tape Act H.R.1661/S.775, Save America's Forgotten Equines Act S.140, the Wildfire Prevention Act S.211, the Resiliency for Ranching and Natural Resource Conservation Health Act S.1306, to delist the Gray wolf H.R.1, the One Big Beautiful Bill Act

Client expense: Not reported · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Bureau of Land Management (BLM), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), SENATE, U.S. Fish & Wildlife Service (USFWS), U.S. Forest Service

Authorizing legislation Puppy Protection Act (H.R.2253) Prevent All Soring Tactics (PAST) Act (H.R. 1684) Save Americas Forgotten Equines (SAFE) Act (H.R.1661/S.775) Better CARE for Animals Act (H.R. 3112/S. 1538) Captive Primate Safety Act (H.R. 3199/S. 1594) Bring Animals Relief and Kibble (BARK) Act (H.R.3732/ S. 1939) Canyons Law (H.R. 4180/S. 2179) Humane Cosmetics Act (H.R. 1657) People and Animals Well-being (PAW) Act (H.R.1842) ProTECT Act (H.R. 1934) Opposing the Cultivation and Trade of Octopus Produced through Unethical Strategies (OCTOPUS) Act (S. 1947) Mink VIRUS Act (H.R. 2185) Cold-blooded Animal Research and Exhibition Act (H.R. 2976) Providing for Unhoused People and Pets (PUPP) Act of 2025 (H.R.4921) Humane Transport of Farmed Animals Act (H.R. 5286) Ejiao Act (H.R. 5544) National Animal Rescue Day Resolution (H.Res.781) Veterinary Services to Improve Public Health in Rural Communities Act (S.4365) Oppose Food Security and Farm Protection (S. 1326) Act Oppose Pet and Livestock Protection Act (H.R. 845/ S.1306) Oppose Trust the Science Act (H.R. 130) Oppose Grizzly Bear State Management Act (H.R. 281/ S. 445) Oppose ESA Amendments Act (H.R. 1897) Oppose Pet Food Uniform Regulatory Reform (PURR) Act (H.R. 597) Oppose Enhancing Safety for Animals Act of 2025 (H.R. 4255) Oppose Save Our Bacon Act (H.R. 4673) Oppose Pacific Northwest Gray Wolves Relief Act of 2025 (H.R. 5171) Farm Bill Puppy Protection Act (H.R.) (H.R.2253) Better CARE for Animals Act (H.R. 3112/S. 1538) Oppose Food Security and Farm Protection Act (S. 1326), Save Our Bacon Act (H.R. 4673) and any related attack on state and local agriculture laws NDAA (H.R. 3838/S. 2296) Inclusion of Bring Animals Relief and Kibble (BARK) Act (H.R.3732/ S. 1939) Oppose removal of ESA regulations Rulemaking and Federal Government Decisions and Policies Gray wolves Grizzly Bears Access to public lands/hunting of native carnivores on federal lands Horse Protection Act enforcement Animal Welfare Act enforcement New Approach Methods to animal testing Animal Testing for UV Filters Wild Horses and Burros HISA Wildlife trafficking Big Cats Public Safety Act Trophy hunting Wildlife corridors CITES and CoP20 Proposal 4 related to giraffes NIH Chimpanzees Listing pangolins under the Endangered Species Act (and other foreign species) Pork and poultry processing line speeds Funding priorities for the FY26 Presidents Budget Request Endangered Species Act Implementing Regulations Twenty-Eight Hour Law regulations OSHA general duty clause - animal handling/performance

1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investment be either favored or disfavored, other than on the basis of the investments risk-return characteristics. 7.H.R.2696, S.1526 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 8.H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. 9.H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. 10.H.R.2958 Balance the Scales Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to report annually to Congress about its use of common interest agreements. 11.H.R.2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. 12.H.R.4718, S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. 13.S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan. 14.S.1840 Retirement Investment in Small Employers (RISE) Act: This legislation raises the floor for the existing $250 per-employee tax credit available to small businesses to create retirement plans, ensuring that all small businesses can receive a tax credit of at least $2,500. 15.S.2003 Strengthening Benefits Plans Act of 2025: This legislation permits surplus assets in a retiree health account to be used for other benefits, like active employee health benefits. The legislation also permits surplus assets in a defined benefit plan to be used to provide contributions to the employers defined contribution plan without terminating the defined benefit plan. 16.S.2210 Unlocking Benefits for Independent Workers Act: This legislation establishes a safe harbor under federal law for companies that would like to voluntarily provide independent workers with any benefit or protection commonly provided to full-time employees, such as retirement and health care benefits. 17.S.2217 Independent Retirement Fairness Act: This legislation relaxes the audit rules for pooled employer plans (PEPs) and allows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 18.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enrollment credit available to tax-exempt eligible small employers. 19.H.R.5325 Unclaimed Retirement Rescue Plan: This legislation directs the Department of Labor (DOL) to issue a regulation that would permit retirement plan fiduciaries to transfer unclaimed retirement distributions to State unclaimed property programs. 20.General Accounts Product Corrections Act: This proposed legislation clarifies fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. 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. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act 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.

H.R.180 - Endangered Species Transparency and Reasonableness Act of 2025 H.R.717 - Wildlife Movement Through Partnerships Act of 2025 H.R.281 - Grizzly Bear State Management Act of 2025 H.R.1809 - Great Lakes Fishery Research Reauthorization Act S.316 - Grizzly Bear State Management Act of 2025

Client expense: $216,687 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), SENATE

H.R. 5342/S. 2354 FY 2026 CJS Appropriations bills - North Atlantic right whale, vessel speed rule, Marine Mammal Protection Act issues, Rices whale, ESA funding H.R. 4121/S. 2256 - FY 2026 Agriculture Appropriations - USDA Wildlife Services Nonlethal Conflict Reduction Initiative H.R. 4213/Senate No bill number - FY 2026 Department of Homeland Security Appropriations - Border wall, Vessel speed restrictions rider H.R 4754/S. 2431 - FY 2026 Interior Appropriations - sage-grouse rider and other ESA and wildlife related riders, ESA funding, National Wildlife Refuge System, BLM and FS T&E, Migratory Bird Management Program funding, BLM Plant Conservation and Restoration Program, FS Research and Development Program H.R. 3188 - Migratory Bird Protection Act of 2025 S. 316 - Grizzly Bear State Management Act of 2025 H.R. 281 - Grizzly Bear State Management Act of 2025 H.R. 130 - Trust the Science Act H.R. 845 - Pet and Livestock Protection Act House/Senate No Bill Number - Whale CHARTS Act H.R. 102 - American Sovereignty and Species Protection Act H.R. 106 - Less Imprecision in Species Treatment Act H.R. 587 - Promoting Local Management of the Lesser Prairie Chicken Act S. 171 - Promoting Local Management of the Lesser Prairie Chicken Act H.R. 180 - Endangered Species Transparency and Reasonableness Act H.R. 181 - Artificially Propagated Animals H.R. 840 - To provide that the final rule of the United States Fish and Wildlife Service titled "Endangered and Threatened Wildlife and Plants; Endangered Species Status With Critical Habitat for Guadalupe Fatmucket, Texas Fatmucket, Guadalupe Orb, Texas Pimpleback, Balcones Spike, and False Spike, and Threatened Species Status With Section 4(d) Rule and Critical Habitat for Texas Fawnsfoot" shall have no force or effect. H.R. 1897 - ESA Amendments Act of 2025 H.J. Res 78 - Longfin smelt CRA H.R. 1150 - SPEAR Act H.R. 1894 - FISH Act H.R. 2573 - LIZARD Act of 2025 H.R. 2608 - Exotic Hoofstock Reform Act H.R. 2783 - Infrastructure Project Acceleration Act H.R. 3845 - Valley Water Protection Act H.R. 4033 - Sturgeon Conservation and Sustainability Act H.R. 4255 - Enhancing Safety for Animals Act H.R. 3898 - PERMIT Act S. 2089 - Sturgeon Conservation and Sustainability Act S. 1355 - REPAIR Act H.R. 5171 - Pacific Northwest Gray Wolves Relief Act of 2025 H.R. 4850/S. 2579 - Endangered Species Recovery Act H.R. 4255 - Enhancing Safety for Animals Act of 2025 H.R. 3838/S. 2296 - National Defense Authorization Act for Fiscal Year 2026 H.J. Res. 111/S.J. Res. 69 - Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the United States Fish and Wildlife Service relating to "Barred Owl Management Strategy". House No Bill Number - MMPA Reauthorization Discussion Draft

HOUSE: H.R. 845: Pet and Livestock Protection Act (Oppose) H.R. 1897: ESA Amendments Act of 2025 (Oppose) H.R. 281: Grizzly Bear State Management Act (Oppose) H.R. 2073: Defending Our Dams Act (Oppose) H.R. 4255: Enhancing Safety for Animals Act of 2025 (Oppose) H.R. 180: Endangered Species Transparency and Reasonableness Act of 2025 (Oppose) H.J. Res. 111: Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the United States Fish and Wildlife Service relating to "Barred Owl Management Strategy". (Oppose) SENATE: S. 316: Grizzly Bear State Managment Act (Oppose)

Client expense: $90,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, SENATE, Transportation, Dept of (DOT)

- BLM Grazing Regulations - USFS Grazing handbook and directives - Wildfire policy - Sage Grouse plan revisions (BLM) - Endangered Species Act revisions - Grizzly Bear Delisting - Gray Wolf Delisting - Mexican Gray Wolf ESA policy; delisting - NEPA policy, guidance and regulations - Wild Horse and Burro Act funding and implementation. H.R.1110, Grazing for Wildfire Risk Reduction H.R.281/S.316, Grizzly Bear State Management Act H.R.302, Water Rights Protection Act H.R.1301, death tax repeal H.R.1897, the ESA Amendments Act H.R.2238, Ranching Without Red Tape Act H.R.1661/S.775, Save America's Forgotten Equines Act S.140, the Wildfire Prevention Act S.211, the Resiliency for Ranching and Natural Resource Conservation Health Act S.1306, to delist the Gray wolf H.R.1, the One Big Beautiful Bill Act

Client expense: Not reported · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Bureau of Land Management (BLM), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), SENATE, U.S. Fish & Wildlife Service (USFWS), U.S. Forest Service

Authorizing legislation o Puppy Protection Act (H.R.) (H.R.2253) o Prevent All Soring Tactics (PAST) Act (H.R. 1684) o Save Americas Forgotten Equines (SAFE) Act (H.R.1661/S.775) o Better CARE for Animals Act (H.R. 3112/S. 1538) o Humane Cosmetics Act (H.R. 1657) o Captive Primate Safety Act (H.R. 3199/S. 1594) o Mink VIRUS Act (H.R. 2185) o ProTECT Act (H.R. 1934) o Veterinary Services to Improve Public Health in Rural Communities Act (S.4365) o People and Animals Well-being (PAW) Act (H.R.1842) o Bring Animals Relief and Kibble (BARK) Act (H.R.3732/ S. 1939) o Cold-blooded Animal Research and Exhibition Act (H.R. 2976) o Opposing the Cultivation and Trade of Octopus Produced through Unethical Strategies (OCTOPUS) Act (S. 1947) o Canyons Law (H.R. 4180/ S. 2179) o Animal Welfare Enforcement Improvement Act o Oppose Food Security and Farm Protection (S. 1326) Act and related legislation o Oppose Pet and Livestock Protection Act (H.R. 845/ S.1306) o Oppose Trust the Science Act (H.R. 130) o Oppose Grizzly Bear State Management Act (H.R. 281/ S. 445) o Oppose ESA Amendments Act (H.R. 1897) o Oppose Pet Food Uniform Regulatory Reform (PURR) Act (H.R. 597) Farm Bill o Puppy Protection Act (H.R.) (H.R.2253) o Better CARE for Animals Act (H.R. 3112/S. 1538) o PAST Act (H.R. 1684) - oppose alternative proposals enabling horse soring o Oppose Food Security and Farm Protection Act (S. 1326) and any related attack on state and local agriculture laws Rulemaking and Federal Government Decisions and Policies o Gray wolves o Grizzly Bears o Hunting of native carnivores on federal lands o Horse Protection Act enforcement o Animal Welfare Act enforcement o New Approach Methods to animal testing o Animal Testing for UV Filters o Wild Horses and Burros NIH Chimpanzees o Listing pangolins under the Endangered Species Act o Pork and poultry processing line speeds o Funding priorities for the FY26 Presidents Budget Request o Endangered Species Act Implementing Regulations

Retirement Security H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 1.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 2.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 3.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 4.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 5.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investment be either favored or disfavored, other than on the basis of the investments risk-return characteristics. 6.H.R.2696, S.1526 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 7.H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. 8.H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. 9.H.R. 2958 Transparency for Secret Litigation Agreements Act: This legislation requires the Department of Labor to formalize and disclose situations in which it is providing adverse assistance which means assistance to plaintiffs lawyers suing ERISA benefit plan sponsors and fiduciaries. 10.H.R. 2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. 11.S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. 12.S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan. 13.S.1840 Retirement Investment in Small Employers (RISE) Act: This legislation raises the floor for the existing $250 per-employee tax credit available to small businesses to create retirement plans, ensuring that all small businesses can receive a tax credit of at least $2,500. 14.S.2210 Unlocking Benefits for Independent Workers Act: This legislation establishes a safe harbor under federal law for companies that would like to voluntarily provide independent workers with any benefit or protection commonly provided to full-time employees, such as retirement and health care benefits. 15.S.2217 Independent Retirement Fairness Act: This legislation relaxes the audit rules for pooled employer plans (PEPs) and allows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 16.General Accounts Product Corrections Act: This proposed legislation clarifies fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. 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. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act 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.

H.R.717 - Wildlife Movement Through Partnerships Act of 2025 H.R.281 - Grizzly Bear State Management Act of 2025 S.316 - Grizzly Bear State Management Act of 2025

Client expense: $266,884 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), SENATE

House/Senate No bill number - FY 2026 CJS Appropriations - Marine Mammals, NARW, Rices whale, ESA funding H.R. 4121 /Senate No bill number - FY 2026 Agriculture Appropriations - USDA Wildlife Services Nonlethal Conflict Reduction Initiative H.R. 4213 / Senate No bill number - FY 2026 Department of Homeland Security Appropriations - Border wall, Vessel speed restrictions rider No bill number FY 2026 Interior Appropriations - sage-grouse rider and other ESA and wildlife related riders, ESA funding, National Wildlife Refuge System, BLM and FS T&E, Migratory Bird Management Program funding, BLM Plant Conservation and Restoration Program, FS Research and Development Program H.R. 3188 - Migratory Bird Protection Act of 2025 S. 316 - Grizzly Bear State Management Act of 2025 H.R. 281 - Grizzly Bear State Management Act of 2025 H.R. 130 - Trust the Science Act H.R. 845 - Pet and Livestock Protection Act House/Senate No Bill Number - Whale CHARTS Act H.R. 102 - American Sovereignty and Species Protection Act H.R. 106 - Less Imprecision in Species Treatment Act H.R. 587 - Promoting Local Management of the Lesser Prairie Chicken Act S. 171 - Promoting Local Management of the Lesser Prairie Chicken Act H.R. 180 - Endangered Species Transparency and Reasonableness Act H.R. 181 - Artificially Propagated Animals H.R. 840 - To provide that the final rule of the United States Fish and Wildlife Service titled "Endangered and Threatened Wildlife and Plants; Endangered Species Status With Critical Habitat for Guadalupe Fatmucket, Texas Fatmucket, Guadalupe Orb, Texas Pimpleback, Balcones Spike, and False Spike, and Threatened Species Status With Section 4(d) Rule and Critical Habitat for Texas Fawnsfoot" shall have no force or effect. H.R. 1897 - ESA Amendments Act of 2025 H.J. Res 78 - Longfin smelt CRA H.R. 1150 - SPEAR Act H.R. 1894 - FISH Act H.R. 2573 - LIZARD Act of 2025 H.R. 2608 - Exotic Hoofstock Reform Act H.R. 2783 - Infrastructure Project Acceleration Act H.R. 3845 - Valley Water Protection Act H.R. 4033 - Sturgeon Conservation and Sustainability Act H.R. 4255 - Enhancing Safety for Animals Act H.R. 3898 - PERMIT Act S. 2089 - Sturgeon Conservation and Sustainability Act S. 1355 - REPAIR Act House/Senate No Bill Number - National Defense Authorization Act for Fiscal Year 2026

Authorizing legislation oPuppy Protection Act (H.R.) (H.R.2253_ oPrevent All Soring Tactics (PAST) Act (H.R. 1684) oSave Americas Forgotten Equines (SAFE) Act (H.R. /S. ) (H.R.1661/S.775) oBetter CARE for Animals Act oHumane Cosmetics Act (H.R. 1657) oOppose Ending Agricultural Trade Suppression (EATS) Act and related legislation oOppose Pet and Livestock Protection Act (H.R. 845) oOppose Trust the Science Act (H.R. 130) oOppose Grizzly Bear State Management Act (H.R. 281, S. 445) oOppose ESA Amendments Act (H.R. 1897) oCaptive Primate Safety Act (Introduction Pending) oMink VIRUS Act (H.R. 2185) oProTECT Act (H.R. 1934) oVeterinary Services to Improve Public Health in Rural Communities Act (S.4365) Farm Bill oPuppy Protection Act (H.R.) (H.R.2253) oBetter CARE for Animals Act oOppose Ending Agricultural Trade Suppression (EATS) Act and any related attack on state and local agriculture laws oPAST Act (H.R. 1684) - oppose alternative proposals enabling horse soring Rulemaking and Federal Government Decisions and Policies oGray wolves oGrizzly Bears oHorse Protection Act enforcement oAnimal Welfare Act enforcement oNew Approach Methods to animal testing oWild Horses and Burros oFarm Animal Confinement oNIH Chimpanzees oHorseracing Safety and Integrity Act Implementation oHighly Pathogenic Avian Influenza oDietary Guidelines oListing Giraffes under the Endangered Species Act oSentencing Guidelines for Animal Fighting

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

- BLM Grazing Regulations - USFS Grazing handbook and directives - Wildfire policy - Sage Grouse plan revisions (BLM) - Endangered Species Act revisions - Grizzly Bear Delisting - Gray Wolf Delisting - Mexican Gray Wolf ESA policy; delisting - NEPA policy, guidance and regulations - Wild Horse and Burro Act funding and implementation. H.R.1110, Grazing for Wildfire Risk Reduction H.R.281/S.316, Grizzly Bear State Management Act H.R.302, Water Rights Protection Act H.R.1301, death tax repeal H.R.1897, the ESA Amendments Act H.R.2238, Ranching Without Red Tape Act H.R.1661/S.775, Save America's Forgotten Equines Act S.140, the Wildfire Prevention Act S.211, the Resiliency for Ranching and Natural Resource Conservation Health Act S.1306, to delist the Gray wolf

Client expense: Not reported · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Bureau of Land Management (BLM), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), SENATE, U.S. Fish & Wildlife Service (USFWS), U.S. Forest Service

1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2696 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 7.General Accounts Product Corrections Act: Would clarify fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. 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. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act 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.

H.R.717 - Wildlife Movement Through Partnerships Act of 2025 H.R.281 - Grizzly Bear State Management Act of 2025 H.R.845 - Pet and Livestock Protection Act of 2025 H.R.1897 - ESA Amendments Act of 2025

Client expense: $127,257 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), SENATE

No bill number - Migratory Bird Protection Act of 2025 - To amend the Migratory Bird Treaty Act to affirm that the prohibition on the unauthorized take or killing of migratory birds of that Act includes incidental take, and to direct the United States Fish and Wildlife Service to authorize such incidental take, and for other purposes. H.R. 9026/S. 4795 FY 2025 CJS Appropriations bills - North Atlantic right whale, vessel speed rule, Marine Mammal Protection Act issues, Rices whale H.R. 9027/S. 4690 FY 2025 Agriculture Appropriations - USDA Wildlife Services Nonlethal Conflict Reduction Initiative H.R. 8998/S. 4802 FY 2025 Interior Appropriations - sage-grouse rider and other ESA and wildlife related riders, ESA funding, National Wildlife Refuge System, BLM and FS T&E, Migratory Bird Management Program funding H.R. 8752/Senate No bill number FY 2025 Department of Homeland Security Appropriations - Border wall H.R. 1968 - FY 2025 Full Year Continuing Appropriations and Extensions Act, FY 2025 No bill number - FY 2026 CJS Appropriations - Marine Mammals, NARW, Rices whale No bill number - FY 2026 Agriculture Appropriations - USDA Wildlife Services Nonlethal Conflict Reduction Initiative S. 316 - Grizzly Bear State Management Act of 2025 H.R. 281 - Grizzly Bear State Management Act of 2025 H.R. 130 - Trust the Science Act H.R. 845 - Pet and Livestock Protection Act House/Senate No Bill Number - Whale CHARTS Act H.R. 102 - American Sovereignty and Species Protection Act H.R. 106 - Less Imprecision in Species Treatment Act H.R. 587 - Promoting Local Management of the Lesser Prairie Chicken Act S. 171 - Promoting Local Management of the Lesser Prairie Chicken Act H.R. 180 - Endangered Species Transparency and Reasonableness Act H.R. 181 - Artificially Propagated Animals H.R. 840 - To provide that the final rule of the United States Fish and Wildlife Service titled "Endangered and Threatened Wildlife and Plants; Endangered Species Status With Critical Habitat for Guadalupe Fatmucket, Texas Fatmucket, Guadalupe Orb, Texas Pimpleback, Balcones Spike, and False Spike, and Threatened Species Status With Section 4(d) Rule and Critical Habitat for Texas Fawnsfoot" shall have no force or effect. H.R. 1897 - ESA Amendments Act of 2025 H.J. Res 78 - Longfin smelt CRA H.R. 1150 - SPEAR Act H.R. 1894 - FISH Act