Financial Freedom Act of 2022

Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. General discussions around custody of blockchain securities H.R. 1602, Eliminating Barriers to Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 1628, Token Taxonomy Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 3684, Infrastructure Investment and Jobs Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4350, National Defense Authorization Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4451, Securities Clarity Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4521, America COMPETES Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 5496, Clarity for Digital Tokens Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6006, The Keep Innovation in America Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 6415, A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. H.R 6582, Virtual Currency Tax Fairness Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6727, Keep Your Coins Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7231, Electronic Currency and Secure Currency Act (ECASH) Act; Issues related to the Department of Treasury supporting the development of the electronic dollar. H.R. 7328, Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. H.R. 7338, Russia Cryptocurrency Transparency Act: Issues related to Department of State to appoint a Director of Digital Currency Security and take other actions related to digital currencies. H.R. 7614, Digital Commodity Exchange Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 7429, Russian Digital Asset Sanctions Compliance Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7860, Financial Freedom Act; Issues related to investments in retirement accounts. H.R. 7862, Cryptocurrency Accountability Act; Issues related to requirement of Members of Congress to disclose financial interests in cryptocurrencies. H.R. 8065, National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. H.R ___, Stablecoin Innovation and Protection Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies S. 3867, Digital Asset Sanctions Compliance Enhancement Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 3954, A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. S. 3970, Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. S. 4109, National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. S. 4147, Financial Freedom Act; Issues related to investments in retirement accounts. S. 4313, Defending Americans from Authoritarian Digital Currencies Act; Issues related to prohibiting the use of digital currency payment system operated by the People's Republic of China. S. 4356, Lummis-Gillibrand Responsible Financial Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 4608, Virtual Currency Tax Fairness Act; Issues related to the daily use of cryptocurrencies. S. 4751, To revise the definition of a broker for purposes of certain reporting requirements with respect to digital asset transfers under the Internal Revenue Code of 1986, and for other purposes. S. 4760, Digital Commodities Consumer Protect Act of 2022; Grants the Commodity Futures Trading Commission (Commission) exclusive jurisdiction over digital commodity trades, except for transactions in which a merchant or consumer is using a digital commodity solely for the purchase or sale of a good or service. Prohibits fraud with respect to any digital commodity trade. S. ___, Stablecoin TRUST Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Stablecoin Classification and Regulation Act of 2020; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Docket No.FINCEN-2020-0020: proposed rule changes to verify, collect and privately store records of all crypto transactions over $3,000 (or a series exceeding $10,000) involving unhosted wallets

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1602: Eliminating Barriers to Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 1628: Token Taxonomy Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 3684: Infrastructure Investment and Jobs Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4350: National Defense Authorization Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4451: Securities Clarity Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4521: America COMPETES Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 5496: Clarity for Digital Tokens Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6006: The Keep Innovation in America Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 6415: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. H.R 6582: Virtual Currency Tax Fairness Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6727: Keep Your Coins Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7231: Electronic Currency and Secure Currency Act (ECASH) Act; Issues related to the Department of Treasury supporting the development of the electronic dollar. H.R. 7328: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. H.R. 7338: Russia Cryptocurrency Transparency Act: Issues related to Department of State to appoint a Director of Digital Currency Security and take other actions related to digital currencies. H.R. 7614: Digital Commodity Exchange Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 7429: Russian Digital Asset Sanctions Compliance Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7860: Financial Freedom Act; Issues related to investments in retirement accounts. H.R. 7862: Cryptocurrency Accountability Act; Issues related to requirement of Members of Congress to disclose financial interests in cryptocurrencies. H.R. 8065: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. H.R ___: Stablecoin Innovation and Protection Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies S. 2372: Recovering America's Wildlife Act; Provides financial and technical assistance to states, territories, and the District of Columbia for the purposes of (1) recovering species listed as a threatened or endangered species under the Endangered Species Act or under state law, or (2) avoiding the need to list species under such laws. S. 3666: Accountability for Cryptocurrency in El Salvador (ACES) Act; Issues related to the Department of State to devise and implement a plan to mitigate any potential risk to the U.S. financial system posed by the adoption of a cryptocurrency as legal tender in El Salvador and any other country that uses the U.S. dollar as legal tender. S. 3867: Digital Asset Sanctions Compliance Enhancement Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 3954: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. S. 3970: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. S. 4109: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. S. 4147: Financial Freedom Act; Issues related to investments in retirement accounts. S. 4313: Defending Americans from Authoritarian Digital Currencies Act; Issues related to prohibiting the use of digital currency payment system operated by the People's Republic of China. S. 4356: Lummis-Gillibrand Responsible Financial Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 4608: Virtual Currency Tax Fairness Act; Issues related to the daily use of cryptocurrencies. S. 4751: To revise the definition of a broker for purposes of certain reporting requirements with respect to digital asset transfers under the Internal Revenue Code of 1986, and for other purposes. S. 4760: Digital Commodities Consumer Protect Act of 2022; Grants the Commodity Futures Trading Commission (Commission) exclusive jurisdiction over digital commodity trades, except for transactions in which a merchant or consumer is using a digital commodity solely for the purchase or sale of a good or service. Prohibits fraud with respect to any digital commodity trade. S. ___: Stablecoin TRUST Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Stablecoin Classification and Regulation Act of 2020; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Docket No.FINCEN-2020-0020: proposed rule changes to verify, collect and privately store records of all crypto transactions over $3,000 (or a series exceeding $10,000) involving unhosted wallets

H.R. 1602: Eliminating Barriers to Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 1628: Token Taxonomy Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 3684: Infrastructure Investment and Jobs Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4350: National Defense Authorization Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4451: Securities Clarity Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4521: America COMPETES Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 5496: Clarity for Digital Tokens Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6006: The Keep Innovation in America Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 6415: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. H.R 6582: Virtual Currency Tax Fairness Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6727: Keep Your Coins Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7231: Electronic Currency and Secure Currency Act (ECASH) Act; Issues related to the Department of Treasury supporting the development of the electronic dollar. H.R. 7328: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. H.R. 7338: Russia Cryptocurrency Transparency Act: Issues related to Department of State to appoint a Director of Digital Currency Security and take other actions related to digital currencies. H.R. 7614: Digital Commodity Exchange Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 7429: Russian Digital Asset Sanctions Compliance Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7860: Financial Freedom Act; Issues related to investments in retirement accounts. H.R. 7862: Cryptocurrency Accountability Act; Issues related to requirement of Members of Congress to disclose financial interests in cryptocurrencies. H.R. 8065: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. H.R ___: Stablecoin Innovation and Protection Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies S. 2372: Recovering America's Wildlife Act; Provides financial and technical assistance to states, territories, and the District of Columbia for the purposes of (1) recovering species listed as a threatened or endangered species under the Endangered Species Act or under state law, or (2) avoiding the need to list species under such laws. S. 3666: Accountability for Cryptocurrency in El Salvador (ACES) Act; Issues related to the Department of State to devise and implement a plan to mitigate any potential risk to the U.S. financial system posed by the adoption of a cryptocurrency as legal tender in El Salvador and any other country that uses the U.S. dollar as legal tender. S. 3867: Digital Asset Sanctions Compliance Enhancement Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 3954: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. S. 3970: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. S. 4109: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. S. 4147: Financial Freedom Act; Issues related to investments in retirement accounts. S. 4313: Defending Americans from Authoritarian Digital Currencies Act; Issues related to prohibiting the use of digital currency payment system operated by the People's Republic of China. S. 4356: Lummis-Gillibrand Responsible Financial Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 4608: Virtual Currency Tax Fairness Act; Issues related to the daily use of cryptocurrencies. S. 4751: To revise the definition of a broker for purposes of certain reporting requirements with respect to digital asset transfers under the Internal Revenue Code of 1986, and for other purposes. S. 4760: Digital Commodities Consumer Protect Act of 2022; Grants the Commodity Futures Trading Commission (Commission) exclusive jurisdiction over digital commodity trades, except for transactions in which a merchant or consumer is using a digital commodity solely for the purchase or sale of a good or service. Prohibits fraud with respect to any digital commodity trade. S. ___: Stablecoin TRUST Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Stablecoin Classification and Regulation Act of 2020; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Docket No.FINCEN-2020-0020: proposed rule changes to verify, collect and privately store records of all crypto transactions over $3,000 (or a series exceeding $10,000) involving unhosted wallets

H.R. 1602: Eliminating Barriers to Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 1628: Token Taxonomy Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 3684: Infrastructure Investment and Jobs Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4350: National Defense Authorization Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4451: Securities Clarity Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4521: America COMPETES Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 5496: Clarity for Digital Tokens Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6006: The Keep Innovation in America Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 6415: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. H.R 6582: Virtual Currency Tax Fairness Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6727: Keep Your Coins Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7231: Electronic Currency and Secure Currency Act (ECASH) Act; Issues related to the Department of Treasury supporting the development of the electronic dollar. H.R. 7328: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. H.R. 7338: Russia Cryptocurrency Transparency Act: Issues related to Department of State to appoint a Director of Digital Currency Security and take other actions related to digital currencies. H.R. 7614: Digital Commodity Exchange Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 7429: Russian Digital Asset Sanctions Compliance Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7860: Financial Freedom Act; Issues related to investments in retirement accounts. H.R. 7862: Cryptocurrency Accountability Act; Issues related to requirement of Members of Congress to disclose financial interests in cryptocurrencies. H.R. 8065: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. H.R ___: Stablecoin Innovation and Protection Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies S. 2372: Recovering America's Wildlife Act; Provides financial and technical assistance to states, territories, and the District of Columbia for the purposes of (1) recovering species listed as a threatened or endangered species under the Endangered Species Act or under state law, or (2) avoiding the need to list species under such laws. S. 3666: Accountability for Cryptocurrency in El Salvador (ACES) Act; Issues related to the Department of State to devise and implement a plan to mitigate any potential risk to the U.S. financial system posed by the adoption of a cryptocurrency as legal tender in El Salvador and any other country that uses the U.S. dollar as legal tender. S. 3867: Digital Asset Sanctions Compliance Enhancement Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 3954: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. S. 3970: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. S. 4109: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. S. 4147: Financial Freedom Act; Issues related to investments in retirement accounts. S. 4313: Defending Americans from Authoritarian Digital Currencies Act; Issues related to prohibiting the use of digital currency payment system operated by the People's Republic of China. S. 4356: Lummis-Gillibrand Responsible Financial Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 4608: Virtual Currency Tax Fairness Act; Issues related to the daily use of cryptocurrencies. S. 4751: To revise the definition of a broker for purposes of certain reporting requirements with respect to digital asset transfers under the Internal Revenue Code of 1986, and for other purposes. S. 4760: Digital Commodities Consumer Protect Act of 2022; Grants the Commodity Futures Trading Commission (Commission) exclusive jurisdiction over digital commodity trades, except for transactions in which a merchant or consumer is using a digital commodity solely for the purchase or sale of a good or service. Prohibits fraud with respect to any digital commodity trade. S. ___: Stablecoin TRUST Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Stablecoin Classification and Regulation Act of 2020; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Docket No.FINCEN-2020-0020: proposed rule changes to verify, collect and privately store records of all crypto transactions over $3,000 (or a series exceeding $10,000) involving unhosted wallets

H.R. 1602: Eliminating Barriers to Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 1628: Token Taxonomy Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 3684: Infrastructure Investment and Jobs Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4350: National Defense Authorization Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4451: Securities Clarity Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4521: America COMPETES Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 5496: Clarity for Digital Tokens Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6006: The Keep Innovation in America Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 6415: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. H.R 6582: Virtual Currency Tax Fairness Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6727: Keep Your Coins Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7231: Electronic Currency and Secure Currency Act (ECASH) Act; Issues related to the Department of Treasury supporting the development of the electronic dollar. H.R. 7328: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. H.R. 7338: Russia Cryptocurrency Transparency Act: Issues related to Department of State to appoint a Director of Digital Currency Security and take other actions related to digital currencies. H.R. 7614: Digital Commodity Exchange Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 7429: Russian Digital Asset Sanctions Compliance Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7860: Financial Freedom Act; Issues related to investments in retirement accounts. H.R. 7862: Cryptocurrency Accountability Act; Issues related to requirement of Members of Congress to disclose financial interests in cryptocurrencies. H.R. 8065: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. H.R ___: Stablecoin Innovation and Protection Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies S. 2372: Recovering America's Wildlife Act; Provides financial and technical assistance to states, territories, and the District of Columbia for the purposes of (1) recovering species listed as a threatened or endangered species under the Endangered Species Act or under state law, or (2) avoiding the need to list species under such laws. S. 3666: Accountability for Cryptocurrency in El Salvador (ACES) Act; Issues related to the Department of State to devise and implement a plan to mitigate any potential risk to the U.S. financial system posed by the adoption of a cryptocurrency as legal tender in El Salvador and any other country that uses the U.S. dollar as legal tender. S. 3867: Digital Asset Sanctions Compliance Enhancement Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 3954: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. S. 3970: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. S. 4109: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. S. 4147: Financial Freedom Act; Issues related to investments in retirement accounts. S. 4313: Defending Americans from Authoritarian Digital Currencies Act; Issues related to prohibiting the use of digital currency payment system operated by the People's Republic of China. S. 4356: Lummis-Gillibrand Responsible Financial Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 4608: Virtual Currency Tax Fairness Act; Issues related to the daily use of cryptocurrencies. S. 4751: To revise the definition of a broker for purposes of certain reporting requirements with respect to digital asset transfers under the Internal Revenue Code of 1986, and for other purposes. S. 4760: Digital Commodities Consumer Protect Act of 2022; Grants the Commodity Futures Trading Commission (Commission) exclusive jurisdiction over digital commodity trades, except for transactions in which a merchant or consumer is using a digital commodity solely for the purchase or sale of a good or service. Prohibits fraud with respect to any digital commodity trade. S. ___: Stablecoin TRUST Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Stablecoin Classification and Regulation Act of 2020; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Docket No.FINCEN-2020-0020: proposed rule changes to verify, collect and privately store records of all crypto transactions over $3,000 (or a series exceeding $10,000) involving unhosted wallets

H.R. 1602: Eliminating Barriers to Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 1628: Token Taxonomy Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 3684: Infrastructure Investment and Jobs Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4350: National Defense Authorization Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4451: Securities Clarity Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4521: America COMPETES Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 5496: Clarity for Digital Tokens Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6006: The Keep Innovation in America Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 6415: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. H.R 6582: Virtual Currency Tax Fairness Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6727: Keep Your Coins Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7231: Electronic Currency and Secure Currency Act (ECASH) Act; Issues related to the Department of Treasury supporting the development of the electronic dollar. H.R. 7328: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. H.R. 7338: Russia Cryptocurrency Transparency Act: Issues related to Department of State to appoint a Director of Digital Currency Security and take other actions related to digital currencies. H.R. 7614: Digital Commodity Exchange Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 7429: Russian Digital Asset Sanctions Compliance Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7860: Financial Freedom Act; Issues related to investments in retirement accounts. H.R. 7862: Cryptocurrency Accountability Act; Issues related to requirement of Members of Congress to disclose financial interests in cryptocurrencies. H.R. 8065: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. H.R ___: Stablecoin Innovation and Protection Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies S. 2372: Recovering America's Wildlife Act; Provides financial and technical assistance to states, territories, and the District of Columbia for the purposes of (1) recovering species listed as a threatened or endangered species under the Endangered Species Act or under state law, or (2) avoiding the need to list species under such laws. S. 3666: Accountability for Cryptocurrency in El Salvador (ACES) Act; Issues related to the Department of State to devise and implement a plan to mitigate any potential risk to the U.S. financial system posed by the adoption of a cryptocurrency as legal tender in El Salvador and any other country that uses the U.S. dollar as legal tender. S. 3867: Digital Asset Sanctions Compliance Enhancement Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 3954: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. S. 3970: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. S. 4109: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. S. 4147: Financial Freedom Act; Issues related to investments in retirement accounts. S. 4313: Defending Americans from Authoritarian Digital Currencies Act; Issues related to prohibiting the use of digital currency payment system operated by the People's Republic of China. S. 4356: Lummis-Gillibrand Responsible Financial Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 4608: Virtual Currency Tax Fairness Act; Issues related to the daily use of cryptocurrencies. S. 4751: To revise the definition of a broker for purposes of certain reporting requirements with respect to digital asset transfers under the Internal Revenue Code of 1986, and for other purposes. S. 4760: Digital Commodities Consumer Protect Act of 2022; Grants the Commodity Futures Trading Commission (Commission) exclusive jurisdiction over digital commodity trades, except for transactions in which a merchant or consumer is using a digital commodity solely for the purchase or sale of a good or service. Prohibits fraud with respect to any digital commodity trade. S. ___: Stablecoin TRUST Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Stablecoin Classification and Regulation Act of 2020; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Docket No.FINCEN-2020-0020: proposed rule changes to verify, collect and privately store records of all crypto transactions over $3,000 (or a series exceeding $10,000) involving unhosted wallets

ISSUE Investment Advice Standard of Conduct HR 699, Mutual Fund Litigation Reform Act - amend the Investment Company Act of 1940 to provide complaint and burden of proof requirements for certain actions for breach of fiduciary duty HR 725/S 153, Personalized Care Act - amend the Internal Revenue Code of 1986 to expand and improve health savings accounts, and for other purposes. HR 984, Retirement Inflation Protection Act - allows the basis of certain assets to be adjusted for inflation solely for the purpose of determining the gain or loss. S 380, Health Savings Act - modifies the requirements for health savings accounts (HSAs). HR 1584, Protecting Retirement Savers and Everyday Investors Act - impose a limitation on taxation and fees on transactions by certain securities industry participants. HR 1618/S 606, RESPOND Act - require the FRB and SEC to issue an annual report on the economic costs caused by the impacts of climate change, to require the Federal Retirement Thrift Investment Board to establish a Federal Advisory Panel on the Economics of Climate Change. S 1443Retirement Parity for Student Loans Act -- allows certain employer-sponsored retirement plans to make matching contributions for an employee's student loan payments HR 2951 To direct the Secretary of the Treasury to modify Treasury Regulations relating to insurance-dedicated exchange-traded funds - enables ETFs as investment option in variable insurance products HR 2944 Reducing the Maximum Service Requirement for Long-term Part-time Workers to Make Elective Deferrals to 401(k) Plans Act -- to reduce the retirement plan period of service requirements for long-term, part-time employees. S 1703Improving Access to Retirement Savings Act of 2021 -- to increase retirement savings, to improve retirement plan administration, and for other purposes. S 1770Retirement Security & Savings Act -- to increase retirement savings, to improve retirement plan administration, and for other purposes. HR 3387/S 1762 Financial Factors in Selecting Retirement Plan Investment Act -- to permit retirement plans to consider certain factors in investment decisions. S 1272SIMPLE Plan Modernization Act -- increases the contribution limits for certain SIMPLE IRAs and modifies the requirements for replacing SIMPLE IRAs with 401(k) plans. HR 2741 Public Service Retirement Fairness Act -- To modify rules relating to 403(b) plans. HR 4262 Increasing Investor Opportunities Act - To amend the Investment Company Act of 1940 to prohibit limitations on closed-end companies investing in private funds S 2206Young American Savers Act of 2021 - directs the Department of the Treasury to establish as a permanent program the Federal Child Savings Account Program HR 4289 Well-Being Insurance for Seniors to be at Home (WISH) Act - to provide for long-term care insurance benefits HR 2913/S 2452 Encouraging Americans to Save Act - to provide matching payments for retirement savings and establish MyRA HR 4678/S 2446 Womens Retirement Protection Act of 2021 - to provide for greater spousal protection under defined contribution plans HR 5334/S 2870 Portable Retirement and Investment Account (PRIA) Act of 2021 - to establish portable retirement accounts S 2602,Retirement Security Flexibility Act of 2021 - modifies the nondiscrimination requirements that apply to certain employer-sponsored 401(k) retirement plans that include automatic contribution arrangements HR 2265, Financial Exploitation Prevention Act - allows for the delay of the redemption of a security issued by an open-end investment management company if the company or transfer agent reasonably believes the redemption involves the financial exploitation HR 5723, Social Security 2100 Act: A Sacred Trust - protect our Social Security system and improve benefits for current and future generations HR 4865/S 3198, Registration for Index Linked Annuities (RILA) Act - direct SEC to revise any rules necessary to enable issuers of index-linked annuities to register on a form tailored specifically to registered index-linked annuities S 2583 Disaster Retirement Savings Act - amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters. S 2601Strengthening Financial Security Through Short-Term Savings Accounts Act of 2021 -- allows employers to enroll employees in short-term savings accounts that are funded using automatic contributions deducted from participating employees' wages. HR 6746 Lifetime Income for Employees Act -- allows fiduciaries of pension plans to make default investment arrangements in annuity contracts HR 6782/S 3712 Auto Reenroll Act of 2022 -- allows sponsors of automatic contribution arrangements to reenroll their employees HR 5877/S 3746 Pension Risk Transfer Accountability Act of 2021 -- requires the Department of Labor to review pension risk transfer standards HR 6912 Pooled Employer Plan (PEP) Fix Act -- to require that named fiduciaries collect contributions to pooled employer plans HR 7107/S 2415 Long-Term Care Affordability Act -- allows the use of tax-exempt retirement plan distributions to pay for long-term health care insurance HR 7146/S 1870 Enhancing Emergency and Retirement Savings Act of 2022 -- permits penalty-free distributions, up to $1,000, from tax-exempt retirement plans for emergency personal expenses, limited to one distribution in a calendar year HR 2954 Securing a Strong Retirement of 2022 -- makes various changes with respect to employer-sponsored retirement plans, including providing for the automatic enrollment of employees in certain plans and increasing the age at which participants are required to begin receiving mandatory distributions. HR 7310, Protecting America's Retirement Security Act -- To protect Americas retirement security S 3955, Starter-K Act of 2022 -- allows employers who do not provide a retirement plan to establish a starter 401(k) deferral-only arrangement for plan years beginning after 2022 HR 7284, Informed Savers Act -- requires the Department of Labor to review the fee disclosure requirements associated with the administration of defined contribution retirement plans S 4086,Increasing Small Business Retirement Choices Act -- amend the Employee Retirement Income Security Act of 1974 to better enable plan sponsors to implement beneficial plan features S 4087, Information Needed for Financial Options Risk Mitigation (INFORM) Act -- require pension plans that offer participants and beneficiaries the option of receiving lifetime annuity payments as lump sum payments, to meet certain notice and disclosure requirements S 4103, Helping Parents Save for College Act of 2022 -- allows a retirement savings tax credit for contributions to any qualified tuition program (e.g., a 529 qualified tuition plan). It also permits a rollover of unused contributions to a ROTH IRA savings account S 4147, Financial Freedom Act -- prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in individual retirement accounts S 4154, Simplifying Small Business Retirement Savings Act -- provide better access to retirement plans through small businesses S 4153, Incentivizing Small Business Retirement Savings Act -- allows eligible small employers an additional pension plan startup cost tax credit HR 7740/S 4219, Employee and Retiree Access to Justice Act - limit mandatory arbitration agreements under ERISA ISSUE, Davis-Bacon Benefits Proposed Rule DOL S 4241, INDEX Act -- to require investment advisers for passively managed funds to arrange for pass-through voting of proxies HR 7594/S 4097, Too Narrow to Succeed Act - instruct DOL to conduct a survey of best practices for increasing the diversity of the asset management firms that invest American workers retirement plan funds S 4310, Emergency Savings Act of 2022 -- allow employers to offer pension-linked emergency savings accounts for financial emergencies S 4353, RISE and SHINE Act -- amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to improve retirement plan provisions S 4361, Savvy Savers Act -- require reports to Congress on reporting and disclosure requirements related to retirement plans S 4102 SSI Savings Penalty Elimination Act - increases resource limits used to determine eligibility for the Supplemental Security Income (SSI) program HR 8521/S 4241 INDEX Act - guidelines for passively managed funds (e.g., index funds) that vote shares on behalf of fund investors in proxy shareholder votes S 4613 Maximize Americans Retirement Security Act - clarify the fiduciary duty of plan administrators to select and maintain investments based solely on pecuniary factors HR 8579 Retirement Protection Act of 2022 - increase retirement savings, simplify and clarify retirement plan rules S 4808 EARN Act - to reform retirement provisions S 4973 Retirement Savings Modernization Act - amend the Employee Retirement Income Security Act of 1974 to clarify the fiduciary duties regarding asset classes. HR 9252/ S 4406 Advancing Auto Portability Act - allows employees to transfer their retirement account upon terminating their employment to a similar account with a new employer. HR 9462/S 5271 Retirement Savings for Americans Act - establish the American Worker Retirement Plan HR 2617 Consolidated Appropriations Act, 2023 - to fund the government for through FY23, includes various retirement security provisions

Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 4147 - Financial Freedom Act of 2022; PTE Changes - House; Open Brokerage Window - House; Enhancing American Retirement Now (EARN) Act.

Client expense: $920,000 · Firm income: Not reported

Self-Regulatory Organization (SRO) Reform; H.R. 2265 - the Financial Exploitation Prevention Act of 2021; SEC Securities Lending Proposal; H.R. ____ - to amend the Securities Exchange Act of 1934 to add certain requirements for the filing and approval of proposed rule changes by self-regulatory organizations; H.R. ____ - the "Securities Exchange Reform Act of 2022" (Rep Sherman); H.R. 2288 - to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2634 - Local Infrastructure Financing Tools Act; S. 1676 - Rural Broadband Financing Flexibility Act; S. 1308 - American Infrastructure Bonds Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act; H.R. ____ - Capital Markets Transparency Act; H.R. ____ - to amend the Securities Exchange Act of 1934 to establish certain requirements with respect to retail investor options trading; H.R. ____ - to amend the Securities Exchange Act of 1934 to prohibit payment for order flow in the form of exchange rebates; H.R. 4617 - To require the SEC to carry out a study on PFOF, to require the Investor Advocate of the Commission to provide recommendations on PFOF, and for other purposes; H.R. 4618 - the Short Sale Transparency and Market Fairness Act of 2021; H.R. 4619 - to amend the Securities Exchange Act of 1934 to prohibit trading ahead by market makers, and for other purposes; S. 4147 - Financial Freedom Act of 2022; Cyber incident notification issues; S. 1854 and H.R. 6323 - The National Critical Capabilities Defense Act; Electronic delivery of retail investor's SEC-required disclosures.

Client expense: $920,000 · Firm income: Not reported

Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 1602: Eliminating Barriers to Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 1628: Token Taxonomy Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 3684: Infrastructure Investment and Jobs Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4350: National Defense Authorization Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4451: Securities Clarity Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4521: America COMPETES Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 5496: Clarity for Digital Tokens Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6006: The Keep Innovation in America Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 6415: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. H.R 6582: Virtual Currency Tax Fairness Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6727: Keep Your Coins Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7231: Electronic Currency and Secure Currency Act (ECASH) Act; Issues related to the Department of Treasury supporting the development of the electronic dollar. H.R. 7328: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. H.R. 7338: Russia Cryptocurrency Transparency Act: Issues related to Department of State to appoint a Director of Digital Currency Security and take other actions related to digital currencies. H.R. 7614: Digital Commodity Exchange Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 7429: Russian Digital Asset Sanctions Compliance Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7860: Financial Freedom Act; Issues related to investments in retirement accounts. H.R. 7862: Cryptocurrency Accountability Act; Issues related to requirement of Members of Congress to disclose financial interests in cryptocurrencies. H.R. 8065: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. H.R ___: Stablecoin Innovation and Protection Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies S. 2372: Recovering America's Wildlife Act; Provides financial and technical assistance to states, territories, and the District of Columbia for the purposes of (1) recovering species listed as a threatened or endangered species under the Endangered Species Act or under state law, or (2) avoiding the need to list species under such laws. S. 3666: Accountability for Cryptocurrency in El Salvador (ACES) Act; Issues related to the Department of State to devise and implement a plan to mitigate any potential risk to the U.S. financial system posed by the adoption of a cryptocurrency as legal tender in El Salvador and any other country that uses the U.S. dollar as legal tender. S. 3867: Digital Asset Sanctions Compliance Enhancement Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 3954: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. S. 3970: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. S. 4109: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. S. 4147: Financial Freedom Act; Issues related to investments in retirement accounts. S. 4313: Defending Americans from Authoritarian Digital Currencies Act; Issues related to prohibiting the use of digital currency payment system operated by the People's Republic of China. S. 4356: Lummis-Gillibrand Responsible Financial Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 4608: Virtual Currency Tax Fairness Act; Issues related to the daily use of cryptocurrencies. S. 4751: To revise the definition of a broker for purposes of certain reporting requirements with respect to digital asset transfers under the Internal Revenue Code of 1986, and for other purposes. S. 4760: Digital Commodities Consumer Protect Act of 2022; Grants the Commodity Futures Trading Commission (Commission) exclusive jurisdiction over digital commodity trades, except for transactions in which a merchant or consumer is using a digital commodity solely for the purchase or sale of a good or service. Prohibits fraud with respect to any digital commodity trade. S. ___: Stablecoin TRUST Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Stablecoin Classification and Regulation Act of 2020; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Docket No.FINCEN-2020-0020: proposed rule changes to verify, collect and privately store records of all crypto transactions over $3,000 (or a series exceeding $10,000) involving unhosted wallets

Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 1602: Eliminating Barriers to Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 1628: Token Taxonomy Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 3684: Infrastructure Investment and Jobs Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4350: National Defense Authorization Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4451: Securities Clarity Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4521: America COMPETES Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 5496: Clarity for Digital Tokens Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6006: The Keep Innovation in America Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 6415: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. H.R 6582: Virtual Currency Tax Fairness Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6727: Keep Your Coins Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7231: Electronic Currency and Secure Currency Act (ECASH) Act; Issues related to the Department of Treasury supporting the development of the electronic dollar. H.R. 7328: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. H.R. 7338: Russia Cryptocurrency Transparency Act: Issues related to Department of State to appoint a Director of Digital Currency Security and take other actions related to digital currencies. H.R. 7614: Digital Commodity Exchange Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 7429: Russian Digital Asset Sanctions Compliance Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7860: Financial Freedom Act; Issues related to investments in retirement accounts. H.R. 7862: Cryptocurrency Accountability Act; Issues related to requirement of Members of Congress to disclose financial interests in cryptocurrencies. H.R. 8065: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. H.R ___: Stablecoin Innovation and Protection Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies S. 2372: Recovering America's Wildlife Act; Provides financial and technical assistance to states, territories, and the District of Columbia for the purposes of (1) recovering species listed as a threatened or endangered species under the Endangered Species Act or under state law, or (2) avoiding the need to list species under such laws. S. 3666: Accountability for Cryptocurrency in El Salvador (ACES) Act; Issues related to the Department of State to devise and implement a plan to mitigate any potential risk to the U.S. financial system posed by the adoption of a cryptocurrency as legal tender in El Salvador and any other country that uses the U.S. dollar as legal tender. S. 3867: Digital Asset Sanctions Compliance Enhancement Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 3954: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. S. 3970: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. S. 4109: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. S. 4147: Financial Freedom Act; Issues related to investments in retirement accounts. S. 4313: Defending Americans from Authoritarian Digital Currencies Act; Issues related to prohibiting the use of digital currency payment system operated by the People's Republic of China. S. 4356: Lummis-Gillibrand Responsible Financial Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 4608: Virtual Currency Tax Fairness Act; Issues related to the daily use of cryptocurrencies. S. 4751: To revise the definition of a broker for purposes of certain reporting requirements with respect to digital asset transfers under the Internal Revenue Code of 1986, and for other purposes. S. 4760: Digital Commodities Consumer Protect Act of 2022; Grants the Commodity Futures Trading Commission (Commission) exclusive jurisdiction over digital commodity trades, except for transactions in which a merchant or consumer is using a digital commodity solely for the purchase or sale of a good or service. Prohibits fraud with respect to any digital commodity trade. S. ___: Stablecoin TRUST Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Stablecoin Classification and Regulation Act of 2020; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Docket No.FINCEN-2020-0020: proposed rule changes to verify, collect and privately store records of all crypto transactions over $3,000 (or a series exceeding $10,000) involving unhosted wallets

Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 1602: Eliminating Barriers to Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 1628: Token Taxonomy Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 3684: Infrastructure Investment and Jobs Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4350: National Defense Authorization Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4451: Securities Clarity Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4521: America COMPETES Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 5496: Clarity for Digital Tokens Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6006: The Keep Innovation in America Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 6415: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. H.R 6582: Virtual Currency Tax Fairness Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6727: Keep Your Coins Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7231: Electronic Currency and Secure Currency Act (ECASH) Act; Issues related to the Department of Treasury supporting the development of the electronic dollar. H.R. 7328: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. H.R. 7338: Russia Cryptocurrency Transparency Act: Issues related to Department of State to appoint a Director of Digital Currency Security and take other actions related to digital currencies. H.R. 7614: Digital Commodity Exchange Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 7429: Russian Digital Asset Sanctions Compliance Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7860: Financial Freedom Act; Issues related to investments in retirement accounts. H.R. 7862: Cryptocurrency Accountability Act; Issues related to requirement of Members of Congress to disclose financial interests in cryptocurrencies. H.R. 8065: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. H.R ___: Stablecoin Innovation and Protection Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies S. 2372: Recovering America's Wildlife Act; Provides financial and technical assistance to states, territories, and the District of Columbia for the purposes of (1) recovering species listed as a threatened or endangered species under the Endangered Species Act or under state law, or (2) avoiding the need to list species under such laws. S. 3666: Accountability for Cryptocurrency in El Salvador (ACES) Act; Issues related to the Department of State to devise and implement a plan to mitigate any potential risk to the U.S. financial system posed by the adoption of a cryptocurrency as legal tender in El Salvador and any other country that uses the U.S. dollar as legal tender. S. 3867: Digital Asset Sanctions Compliance Enhancement Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 3954: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. S. 3970: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. S. 4109: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. S. 4147: Financial Freedom Act; Issues related to investments in retirement accounts. S. 4313: Defending Americans from Authoritarian Digital Currencies Act; Issues related to prohibiting the use of digital currency payment system operated by the People's Republic of China. S. 4356: Lummis-Gillibrand Responsible Financial Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 4608: Virtual Currency Tax Fairness Act; Issues related to the daily use of cryptocurrencies. S. 4751: To revise the definition of a broker for purposes of certain reporting requirements with respect to digital asset transfers under the Internal Revenue Code of 1986, and for other purposes. S. 4760: Digital Commodities Consumer Protect Act of 2022; Grants the Commodity Futures Trading Commission (Commission) exclusive jurisdiction over digital commodity trades, except for transactions in which a merchant or consumer is using a digital commodity solely for the purchase or sale of a good or service. Prohibits fraud with respect to any digital commodity trade. S. ___: Stablecoin TRUST Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Stablecoin Classification and Regulation Act of 2020; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Docket No.FINCEN-2020-0020: proposed rule changes to verify, collect and privately store records of all crypto transactions over $3,000 (or a series exceeding $10,000) involving unhosted wallets

Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 1602: Eliminating Barriers to Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 1628: Token Taxonomy Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 3684: Infrastructure Investment and Jobs Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4350: National Defense Authorization Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4451: Securities Clarity Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4521: America COMPETES Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 5496: Clarity for Digital Tokens Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6006: The Keep Innovation in America Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 6415: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. H.R 6582: Virtual Currency Tax Fairness Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6727: Keep Your Coins Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7231: Electronic Currency and Secure Currency Act (ECASH) Act; Issues related to the Department of Treasury supporting the development of the electronic dollar. H.R. 7328: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. H.R. 7338: Russia Cryptocurrency Transparency Act: Issues related to Department of State to appoint a Director of Digital Currency Security and take other actions related to digital currencies. H.R. 7614: Digital Commodity Exchange Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 7429: Russian Digital Asset Sanctions Compliance Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7860: Financial Freedom Act; Issues related to investments in retirement accounts. H.R. 7862: Cryptocurrency Accountability Act; Issues related to requirement of Members of Congress to disclose financial interests in cryptocurrencies. H.R. 8065: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. H.R ___: Stablecoin Innovation and Protection Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies S. 2372: Recovering America's Wildlife Act; Provides financial and technical assistance to states, territories, and the District of Columbia for the purposes of (1) recovering species listed as a threatened or endangered species under the Endangered Species Act or under state law, or (2) avoiding the need to list species under such laws. S. 3666: Accountability for Cryptocurrency in El Salvador (ACES) Act; Issues related to the Department of State to devise and implement a plan to mitigate any potential risk to the U.S. financial system posed by the adoption of a cryptocurrency as legal tender in El Salvador and any other country that uses the U.S. dollar as legal tender. S. 3867: Digital Asset Sanctions Compliance Enhancement Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 3954: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. S. 3970: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. S. 4109: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. S. 4147: Financial Freedom Act; Issues related to investments in retirement accounts. S. 4313: Defending Americans from Authoritarian Digital Currencies Act; Issues related to prohibiting the use of digital currency payment system operated by the People's Republic of China. S. 4356: Lummis-Gillibrand Responsible Financial Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 4608: Virtual Currency Tax Fairness Act; Issues related to the daily use of cryptocurrencies. S. 4751: To revise the definition of a broker for purposes of certain reporting requirements with respect to digital asset transfers under the Internal Revenue Code of 1986, and for other purposes. S. 4760: Digital Commodities Consumer Protect Act of 2022; Grants the Commodity Futures Trading Commission (Commission) exclusive jurisdiction over digital commodity trades, except for transactions in which a merchant or consumer is using a digital commodity solely for the purchase or sale of a good or service. Prohibits fraud with respect to any digital commodity trade. S. ___: Stablecoin TRUST Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Stablecoin Classification and Regulation Act of 2020; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Docket No.FINCEN-2020-0020: proposed rule changes to verify, collect and privately store records of all crypto transactions over $3,000 (or a series exceeding $10,000) involving unhosted wallets

Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 1602: Eliminating Barriers to Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 1628: Token Taxonomy Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 3684: Infrastructure Investment and Jobs Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4350: National Defense Authorization Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4451: Securities Clarity Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 4521: America COMPETES Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 5496: Clarity for Digital Tokens Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6006: The Keep Innovation in America Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 6415: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. H.R 6582: Virtual Currency Tax Fairness Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 6727: Keep Your Coins Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7231: Electronic Currency and Secure Currency Act (ECASH) Act; Issues related to the Department of Treasury supporting the development of the electronic dollar. H.R. 7328: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. H.R. 7338: Russia Cryptocurrency Transparency Act: Issues related to Department of State to appoint a Director of Digital Currency Security and take other actions related to digital currencies. H.R. 7614: Digital Commodity Exchange Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies H.R. 7429: Russian Digital Asset Sanctions Compliance Act of 2022; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. H.R. 7860: Financial Freedom Act; Issues related to investments in retirement accounts. H.R. 7862: Cryptocurrency Accountability Act; Issues related to requirement of Members of Congress to disclose financial interests in cryptocurrencies. H.R. 8065: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. H.R ___: Stablecoin Innovation and Protection Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies S. 2372: Recovering America's Wildlife Act; Provides financial and technical assistance to states, territories, and the District of Columbia for the purposes of (1) recovering species listed as a threatened or endangered species under the Endangered Species Act or under state law, or (2) avoiding the need to list species under such laws. S. 3666: Accountability for Cryptocurrency in El Salvador (ACES) Act; Issues related to the Department of State to devise and implement a plan to mitigate any potential risk to the U.S. financial system posed by the adoption of a cryptocurrency as legal tender in El Salvador and any other country that uses the U.S. dollar as legal tender. S. 3867: Digital Asset Sanctions Compliance Enhancement Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 3954: A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly to an individual, and for other purposes. S. 3970: Stablecoin Transparency Act; Issues related to a flat currency-backed stablecoin. S. 4109: National R&D Strategy for Distributed Ledger Technology; Issues related to research and development regarding distributed ledger technology. S. 4147: Financial Freedom Act; Issues related to investments in retirement accounts. S. 4313: Defending Americans from Authoritarian Digital Currencies Act; Issues related to prohibiting the use of digital currency payment system operated by the People's Republic of China. S. 4356: Lummis-Gillibrand Responsible Financial Innovation Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies. S. 4608: Virtual Currency Tax Fairness Act; Issues related to the daily use of cryptocurrencies. S. 4751: To revise the definition of a broker for purposes of certain reporting requirements with respect to digital asset transfers under the Internal Revenue Code of 1986, and for other purposes. S. 4760: Digital Commodities Consumer Protect Act of 2022; Grants the Commodity Futures Trading Commission (Commission) exclusive jurisdiction over digital commodity trades, except for transactions in which a merchant or consumer is using a digital commodity solely for the purchase or sale of a good or service. Prohibits fraud with respect to any digital commodity trade. S. ___: Stablecoin TRUST Act; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Stablecoin Classification and Regulation Act of 2020; Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies Docket No.FINCEN-2020-0020: proposed rule changes to verify, collect and privately store records of all crypto transactions over $3,000 (or a series exceeding $10,000) involving unhosted wallets

ISSUE Investment Advice Standard of Conduct HR 699, Mutual Fund Litigation Reform Act - amend the Investment Company Act of 1940 to provide complaint and burden of proof requirements for certain actions for breach of fiduciary duty HR 725/S 153, Personalized Care Act - amend the Internal Revenue Code of 1986 to expand and improve health savings accounts, and for other purposes. HR 984, Retirement Inflation Protection Act - allows the basis of certain assets to be adjusted for inflation solely for the purpose of determining the gain or loss. S 380, Health Savings Act - modifies the requirements for health savings accounts (HSAs). HR 1584, Protecting Retirement Savers and Everyday Investors Act - impose a limitation on taxation and fees on transactions by certain securities industry participants. HR 1618/S 606, RESPOND Act - require the FRB and SEC to issue an annual report on the economic costs caused by the impacts of climate change, to require the Federal Retirement Thrift Investment Board to establish a Federal Advisory Panel on the Economics of Climate Change. S 1443Retirement Parity for Student Loans Act -- allows certain employer-sponsored retirement plans to make matching contributions for an employee's student loan payments HR 2951 To direct the Secretary of the Treasury to modify Treasury Regulations relating to insurance-dedicated exchange-traded funds - enables ETFs as investment option in variable insurance products HR 2944 Reducing the Maximum Service Requirement for Long-term Part-time Workers to Make Elective Deferrals to 401(k) Plans Act -- to reduce the retirement plan period of service requirements for long-term, part-time employees. S 1703Improving Access to Retirement Savings Act of 2021 -- to increase retirement savings, to improve retirement plan administration, and for other purposes. S 1770Retirement Security & Savings Act -- to increase retirement savings, to improve retirement plan administration, and for other purposes. HR 3387/S 1762 Financial Factors in Selecting Retirement Plan Investment Act -- to permit retirement plans to consider certain factors in investment decisions. S 1272SIMPLE Plan Modernization Act -- increases the contribution limits for certain SIMPLE IRAs and modifies the requirements for replacing SIMPLE IRAs with 401(k) plans. HR 2741 Public Service Retirement Fairness Act -- To modify rules relating to 403(b) plans. HR 4262 Increasing Investor Opportunities Act - To amend the Investment Company Act of 1940 to prohibit limitations on closed-end companies investing in private funds S 2206Young American Savers Act of 2021 - directs the Department of the Treasury to establish as a permanent program the Federal Child Savings Account Program HR 4289 Well-Being Insurance for Seniors to be at Home (WISH) Act - to provide for long-term care insurance benefits HR 2913/S 2452 Encouraging Americans to Save Act - to provide matching payments for retirement savings and establish MyRA HR 4678/S 2446 Womens Retirement Protection Act of 2021 - to provide for greater spousal protection under defined contribution plans HR 5334/S 2870 Portable Retirement and Investment Account (PRIA) Act of 2021 - to establish portable retirement accounts S 2602,Retirement Security Flexibility Act of 2021 - modifies the nondiscrimination requirements that apply to certain employer-sponsored 401(k) retirement plans that include automatic contribution arrangements HR 2265, Financial Exploitation Prevention Act - allows for the delay of the redemption of a security issued by an open-end investment management company if the company or transfer agent reasonably believes the redemption involves the financial exploitation HR 5723, Social Security 2100 Act: A Sacred Trust - protect our Social Security system and improve benefits for current and future generations HR 4865/S 3198, Registration for Index Linked Annuities (RILA) Act - direct SEC to revise any rules necessary to enable issuers of index-linked annuities to register on a form tailored specifically to registered index-linked annuities S 2583 Disaster Retirement Savings Act - amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters. S 2601Strengthening Financial Security Through Short-Term Savings Accounts Act of 2021 -- allows employers to enroll employees in short-term savings accounts that are funded using automatic contributions deducted from participating employees' wages. HR 6746 Lifetime Income for Employees Act -- allows fiduciaries of pension plans to make default investment arrangements in annuity contracts HR 6782/S 3712 Auto Reenroll Act of 2022 -- allows sponsors of automatic contribution arrangements to reenroll their employees HR 5877/S 3746 Pension Risk Transfer Accountability Act of 2021 -- requires the Department of Labor to review pension risk transfer standards HR 6912 Pooled Employer Plan (PEP) Fix Act -- to require that named fiduciaries collect contributions to pooled employer plans HR 7107/S 2415 Long-Term Care Affordability Act -- allows the use of tax-exempt retirement plan distributions to pay for long-term health care insurance HR 7146/S 1870 Enhancing Emergency and Retirement Savings Act of 2022 -- permits penalty-free distributions, up to $1,000, from tax-exempt retirement plans for emergency personal expenses, limited to one distribution in a calendar year HR 2954 Securing a Strong Retirement of 2022 -- makes various changes with respect to employer-sponsored retirement plans, including providing for the automatic enrollment of employees in certain plans and increasing the age at which participants are required to begin receiving mandatory distributions. HR 7310, Protecting America's Retirement Security Act -- To protect Americas retirement security S 3955, Starter-K Act of 2022 -- allows employers who do not provide a retirement plan to establish a starter 401(k) deferral-only arrangement for plan years beginning after 2022 HR 7284, Informed Savers Act -- requires the Department of Labor to review the fee disclosure requirements associated with the administration of defined contribution retirement plans S 4086,Increasing Small Business Retirement Choices Act -- amend the Employee Retirement Income Security Act of 1974 to better enable plan sponsors to implement beneficial plan features S 4087, Information Needed for Financial Options Risk Mitigation (INFORM) Act -- require pension plans that offer participants and beneficiaries the option of receiving lifetime annuity payments as lump sum payments, to meet certain notice and disclosure requirements S 4103, Helping Parents Save for College Act of 2022 -- allows a retirement savings tax credit for contributions to any qualified tuition program (e.g., a 529 qualified tuition plan). It also permits a rollover of unused contributions to a ROTH IRA savings account S 4147, Financial Freedom Act -- prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in individual retirement accounts S 4154, Simplifying Small Business Retirement Savings Act -- provide better access to retirement plans through small businesses S 4153, Incentivizing Small Business Retirement Savings Act -- allows eligible small employers an additional pension plan startup cost tax credit HR 7740/S 4219, Employee and Retiree Access to Justice Act - limit mandatory arbitration agreements under ERISA ISSUE, Davis-Bacon Benefits Proposed Rule DOL S 4241, INDEX Act -- to require investment advisers for passively managed funds to arrange for pass-through voting of proxies HR 7594/S 4097, Too Narrow to Succeed Act - instruct DOL to conduct a survey of best practices for increasing the diversity of the asset management firms that invest American workers retirement plan funds S 4310, Emergency Savings Act of 2022 -- allow employers to offer pension-linked emergency savings accounts for financial emergencies S 4353, RISE and SHINE Act -- amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to improve retirement plan provisions S 4361, Savvy Savers Act -- require reports to Congress on reporting and disclosure requirements related to retirement plans S 4406,Advancing Auto Portability Act -- to provide incentives for the use of automatic portability arrangements under defined contribution plans S 4102 SSI Savings Penalty Elimination Act - increases resource limits used to determine eligibility for the Supplemental Security Income (SSI) program HR 8521/S 4241 INDEX Act - guidelines for passively managed funds (e.g., index funds) that vote shares on behalf of fund investors in proxy shareholder votes S 4613 Maximize Americans Retirement Security Act - clarify the fiduciary duty of plan administrators to select and maintain investments based solely on pecuniary factors HR 8579 Retirement Protection Act of 2022 - increase retirement savings, simplify and clarify retirement plan rules S 4808 EARN Act - to reform retirement provisions

Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and the Enhancing American Retirement Now Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and the Enhancing American Retirement Now Act; e-delivery; emergency savings accounts; auto-portability; Environmental, Social, and Governance (ESG) regulation/legislation; investment advice regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4147, the Financial Freedom Act of 2022; remote notarization

Client expense: $640,000 · Firm income: Not reported

Equity market structure issues; Self-Regulatory Organization (SRO) Reform; SEC Rule 15c2-11; H.R. 2265 - the Financial Exploitation Prevention Act of 2021; SEC Securities Lending Proposal; H.R. ____ - to amend the Securities Exchange Act of 1934 to add certain requirements for the filing and approval of proposed rule changes by self-regulatory organizations; H.R. ____ - the "Securities Exchange Reform Act of 2022" (Rep Sherman); SEC short comment periods; H.R. 2288 - to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2634 - Local Infrastructure Financing Tools Act; S. 1676 - Rural Broadband Financing Flexibility Act; S. 1308 - American Infrastructure Bonds Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act; H.R. ____ - Capital Markets Transparency Act; H.R. ____ - to amend the Securities Exchange Act of 1934 to establish certain requirements with respect to retail investor options trading; H.R. ____ - to amend the Securities Exchange Act of 1934 to prohibit payment for order flow in the form of exchange rebates; H.R. 4617 - To require the SEC to carry out a study on PFOF, to require the Investor Advocate of the Commission to provide recommendations on PFOF, and for other purposes; H.R. 4618 - the Short Sale Transparency and Market Fairness Act of 2021; H.R. 4619 - to amend the Securities Exchange Act of 1934 to prohibit trading ahead by market makers, and for other purposes; SEC Staff Accounting Bulletin 121 - SEC, House & Senate; S. 4147 - Financial Freedom Act of 2022.

Client expense: $1,860,000 · Firm income: Not reported

Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 4147 - Financial Freedom Act of 2022; DOL Independent Contractor - House; PTE Changes - House; Open Brokerage Window - House.

Client expense: $1,860,000 · Firm income: Not reported

H.R.7860 - Financial Freedom Act S. 4147 - Financial Freedom Act H.R. 3273 - Safe Harbor for Taxpayers with Forked Assets S. 3954 - A bill to amend Federal Reserve Act to prohibit Federal Reserve Banks from offering certain products or services directly to an individual Draft: Virtual Tax Currency Fairness Act Issues relating to mining of digital assets

Client expense: Not reported · Firm income: $20,000

Government targets: Commerce, Dept of (DOC), Federal Accounting Standards Advisory Board (FASAB), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Security Council (NSC), SENATE, White House Office

H.R.7860 - Financial Freedom Act S. 4147 - Financial Freedom Act H.R. 3273 - Safe Harbor for Taxpayers with Forked Assets S. 3954 - A bill to amend Federal Reserve Act to prohibit Federal Reserve Banks from offering certain products or services directly to an individual Draft: Virtual Tax Currency Fairness Act Issues relating to mining of digital assets

Client expense: Not reported · Firm income: $20,000

Government targets: Commerce, Dept of (DOC), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Security Council (NSC), SENATE, White House Office

H.R.7860 - Financial Freedom Act S. 4147 - Financial Freedom Act H.R. 3273 - Safe Harbor for Taxpayers with Forked Assets S. 3954 - A bill to amend Federal Reserve Act to prohibit Federal Reserve Banks from offering certain products or services directly to an individual Draft: Virtual Tax Currency Fairness Act Issues relating to mining of digital assets

Client expense: Not reported · Firm income: $20,000

Government targets: Commerce, Dept of (DOC), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Security Council (NSC), SENATE, White House Office

H.R.7860 - Financial Freedom Act S. 4147 - Financial Freedom Act H.R. 3273 - Safe Harbor for Taxpayers with Forked Assets S. 3954 - A bill to amend Federal Reserve Act to prohibit Federal Reserve Banks from offering certain products or services directly to an individual Draft: Virtual Tax Currency Fairness Act Issues relating to mining of digital assets

Client expense: Not reported · Firm income: $20,000

Government targets: Commerce, Dept of (DOC), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Security Council (NSC), SENATE, White House Office

H.R.7860 - Financial Freedom Act S. 4147 - Financial Freedom Act H.R. 3273 - Safe Harbor for Taxpayers with Forked Assets S. 3954 - A bill to amend Federal Reserve Act to prohibit Federal Reserve Banks from offering certain products or services directly to an individual Draft: Virtual Tax Currency Fairness Act Issues relating to mining of digital assets

Client expense: $280,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Security Council (NSC), SENATE, White House Office

H.R.7860 - Financial Freedom Act S. 4147 - Financial Freedom Act H.R. 3273 - Safe Harbor for Taxpayers with Forked Assets S. 3954 - A bill to amend Federal Reserve Act to prohibit Federal Reserve Banks from offering certain products or services directly to an individual Draft: Virtual Tax Currency Fairness Act Issues relating to mining of digital assets

Client expense: $280,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Security Council (NSC), SENATE, White House Office

ISSUE Investment Advice Standard of Conduct HR 699, Mutual Fund Litigation Reform Act - amend the Investment Company Act of 1940 to provide complaint and burden of proof requirements for certain actions for breach of fiduciary duty HR 725/S 153, Personalized Care Act - amend the Internal Revenue Code of 1986 to expand and improve health savings accounts, and for other purposes. HR 984, Retirement Inflation Protection Act - allows the basis of certain assets to be adjusted for inflation solely for the purpose of determining the gain or loss. S 380, Health Savings Act - modifies the requirements for health savings accounts (HSAs). HR 1584, Protecting Retirement Savers and Everyday Investors Act - impose a limitation on taxation and fees on transactions by certain securities industry participants. HR 1618/S 606, RESPOND Act - require the FRB and SEC to issue an annual report on the economic costs caused by the impacts of climate change, to require the Federal Retirement Thrift Investment Board to establish a Federal Advisory Panel on the Economics of Climate Change. S 1443Retirement Parity for Student Loans Act -- allows certain employer-sponsored retirement plans to make matching contributions for an employee's student loan payments HR 2951 To direct the Secretary of the Treasury to modify Treasury Regulations relating to insurance-dedicated exchange-traded funds - enables ETFs as investment option in variable insurance products HR 2944 Reducing the Maximum Service Requirement for Long-term Part-time Workers to Make Elective Deferrals to 401(k) Plans Act -- to reduce the retirement plan period of service requirements for long-term, part-time employees. S 1703Improving Access to Retirement Savings Act of 2021 -- to increase retirement savings, to improve retirement plan administration, and for other purposes. S 1770Retirement Security & Savings Act -- to increase retirement savings, to improve retirement plan administration, and for other purposes. HR 3387/S 1762 Financial Factors in Selecting Retirement Plan Investment Act -- to permit retirement plans to consider certain factors in investment decisions. S 1272SIMPLE Plan Modernization Act -- increases the contribution limits for certain SIMPLE IRAs and modifies the requirements for replacing SIMPLE IRAs with 401(k) plans. HR 2741 Public Service Retirement Fairness Act -- To modify rules relating to 403(b) plans. HR 4262 Increasing Investor Opportunities Act - To amend the Investment Company Act of 1940 to prohibit limitations on closed-end companies investing in private funds S 2206Young American Savers Act of 2021 - directs the Department of the Treasury to establish as a permanent program the Federal Child Savings Account Program HR 4289 Well-Being Insurance for Seniors to be at Home (WISH) Act - to provide for long-term care insurance benefits HR 2913/S 2452 Encouraging Americans to Save Act - to provide matching payments for retirement savings and establish MyRA HR 4678/S 2446 Womens Retirement Protection Act of 2021 - to provide for greater spousal protection under defined contribution plans HR 5334/S 2870 Portable Retirement and Investment Account (PRIA) Act of 2021 - to establish portable retirement accounts S 2602,Retirement Security Flexibility Act of 2021 - modifies the nondiscrimination requirements that apply to certain employer-sponsored 401(k) retirement plans that include automatic contribution arrangements HR 2265, Financial Exploitation Prevention Act - allows for the delay of the redemption of a security issued by an open-end investment management company if the company or transfer agent reasonably believes the redemption involves the financial exploitation HR 5723, Social Security 2100 Act: A Sacred Trust - protect our Social Security system and improve benefits for current and future generations HR 5891, Retirement Improvement and Savings Enhancement (RISE) Act - to improve and enhance retirement savings HR 4865/S 3198, Registration for Index Linked Annuities (RILA) Act - direct SEC to revise any rules necessary to enable issuers of index-linked annuities to register on a form tailored specifically to registered index-linked annuities S 2583 Disaster Retirement Savings Act - amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters. S 2601Strengthening Financial Security Through Short-Term Savings Accounts Act of 2021 -- allows employers to enroll employees in short-term savings accounts that are funded using automatic contributions deducted from participating employees' wages. HR 6746 Lifetime Income for Employees Act -- allows fiduciaries of pension plans to make default investment arrangements in annuity contracts HR 6782/S 3712 Auto Reenroll Act of 2022 -- allows sponsors of automatic contribution arrangements to reenroll their employees HR 5877/S 3746 Pension Risk Transfer Accountability Act of 2021 -- requires the Department of Labor to review pension risk transfer standards HR 6912 Pooled Employer Plan (PEP) Fix Act -- to require that named fiduciaries collect contributions to pooled employer plans HR 7107/S 2415 Long-Term Care Affordability Act -- allows the use of tax-exempt retirement plan distributions to pay for long-term health care insurance HR 7146/S 1870 Enhancing Emergency and Retirement Savings Act of 2022 -- permits penalty-free distributions, up to $1,000, from tax-exempt retirement plans for emergency personal expenses, limited to one distribution in a calendar year HR 2954 Securing a Strong Retirement of 2022 -- makes various changes with respect to employer-sponsored retirement plans, including providing for the automatic enrollment of employees in certain plans and increasing the age at which participants are required to begin receiving mandatory distributions. HR 7310, Protecting America's Retirement Security Act -- To protect Americas retirement security S 3955, Starter-K Act of 2022 -- allows employers who do not provide a retirement plan to establish a starter 401(k) deferral-only arrangement for plan years beginning after 2022 HR 7284, Informed Savers Act -- requires the Department of Labor to review the fee disclosure requirements associated with the administration of defined contribution retirement plans S 4086,Increasing Small Business Retirement Choices Act -- amend the Employee Retirement Income Security Act of 1974 to better enable plan sponsors to implement beneficial plan features S 4087, Information Needed for Financial Options Risk Mitigation (INFORM) Act -- require pension plans that offer participants and beneficiaries the option of receiving lifetime annuity payments as lump sum payments, to meet certain notice and disclosure requirements S 4103, Helping Parents Save for College Act of 2022 -- allows a retirement savings tax credit for contributions to any qualified tuition program (e.g., a 529 qualified tuition plan). It also permits a rollover of unused contributions to a ROTH IRA savings account S 4147, Financial Freedom Act -- prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in individual retirement accounts S 4154, Simplifying Small Business Retirement Savings Act -- provide better access to retirement plans through small businesses S 4153, Incentivizing Small Business Retirement Savings Act -- allows eligible small employers an additional pension plan startup cost tax credit HR 7740/S 4219, Employee and Retiree Access to Justice Act - limit mandatory arbitration agreements under ERISA ISSUE, Davis-Bacon Benefits Proposed Rule DOL S 4241, INDEX Act -- to require investment advisers for passively managed funds to arrange for pass-through voting of proxies HR 7594/S 4097, Too Narrow to Succeed Act - instruct DOL to conduct a survey of best practices for increasing the diversity of the asset management firms that invest American workers retirement plan funds S 4310, Emergency Savings Act of 2022 -- allow employers to offer pension-linked emergency savings accounts for financial emergencies S 4353, RISE and SHINE Act -- amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to improve retirement plan provisions S 4361, Savvy Savers Act -- require reports to Congress on reporting and disclosure requirements related to retirement plans DRAFT, Enhancing American Retirement Now (EARN) Act - to improve retirement security S 4406,Advancing Auto Portability Act -- to provide incentives for the use of automatic portability arrangements under defined contribution plans