Financial Freedom Act of 2023

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572, Deploying American Blockchains Act of 2023 H.R. 7440, Financial Services Innovation Act of 2024 H.R. 7965, Ransomware and Financial Stability Act of 2024 H.R. 8149, To amend the Internal Revenue Code of 1986 to clarify the tax treatment of digital asset rewards H.R. 8266, Blockchain Integrity Act H.R. 8464, Tokenization Report Act of 2024 H.R. 8818, American Privacy Rights Act of 2024 H.R. 8822, To amend the Internal Revenue Code of 1986 to allow the payment of certain Federal taxes with bitcoin H.R. 9579, Bridging Regulation and Innovation for Digital Global and Electronic (BRIDGE) Digital Assets Act H.J. Res. 109/S.J. Res. 59, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 661, Crypto-Asset Environmental Transparency Act of 2023 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1357, Responsible Digital Asset Advertising Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAAAmendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, and Senate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act S. 3603, Preventing Illicit Finance Through Partnership Act of 2024 S. 3801, CBDC Anti-Surveillance State Act S. 4155, Lummis-Gillibrand Payment Stablecoin Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 4912, Boosting Innovation, Technology, and Competitiveness through Optimized Investment Nationwide (BITCOIN) Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 S. 5242, Saving Privacy Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572, Deploying American Blockchains Act of 2023 H.R. 7440, Financial Services Innovation Act of 2024 H.R. 7965, Ransomware and Financial Stability Act of 2024 H.R. 8149, To amend the Internal Revenue Code of 1986 to clarify the tax treatment of digital asset rewards H.R. 8266, Blockchain Integrity Act H.R. 8464, Tokenization Report Act of 2024 H.R. 8818, American Privacy Rights Act of 2024 H.R. 8822, To amend the Internal Revenue Code of 1986 to allow the payment of certain Federal taxes with bitcoin H.R. 9579, Bridging Regulation and Innovation for Digital Global and Electronic (BRIDGE) Digital Assets Act H.J. Res. 109/S.J. Res. 59, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 661, Crypto-Asset Environmental Transparency Act of 2023 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1357, Responsible Digital Asset Advertising Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAAAmendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, and Senate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act S. 3603, Preventing Illicit Finance Through Partnership Act of 2024 S. 3801, CBDC Anti-Surveillance State Act S. 4155, Lummis-Gillibrand Payment Stablecoin Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 4912, Boosting Innovation, Technology, and Competitiveness through Optimized Investment Nationwide (BITCOIN) Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 S. 5242, Saving Privacy Act

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572, Deploying American Blockchains Act of 2023 H.R. 7440, Financial Services Innovation Act of 2024 H.R. 7965, Ransomware and Financial Stability Act of 2024 H.R. 8149, To amend the Internal Revenue Code of 1986 to clarify the tax treatment of digital asset rewards H.R. 8266, Blockchain Integrity Act H.R. 8464, Tokenization Report Act of 2024 H.R. 8818, American Privacy Rights Act of 2024 H.R. 8822, To amend the Internal Revenue Code of 1986 to allow the payment of certain Federal taxes with bitcoin H.R. 9579, Bridging Regulation and Innovation for Digital Global and Electronic (BRIDGE) Digital Assets Act H.J. Res. 109/S.J. Res. 59, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 661, Crypto-Asset Environmental Transparency Act of 2023 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1357, Responsible Digital Asset Advertising Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAAAmendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, and Senate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act S. 3603, Preventing Illicit Finance Through Partnership Act of 2024 S. 3801, CBDC Anti-Surveillance State Act S. 4155, Lummis-Gillibrand Payment Stablecoin Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 4912, Boosting Innovation, Technology, and Competitiveness through Optimized Investment Nationwide (BITCOIN) Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 S. 5242, Saving Privacy Act

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572, Deploying American Blockchains Act of 2023 H.R. 7440, Financial Services Innovation Act of 2024 H.R. 9758, Evaluating DeFi Opportunities Act H.J. Res. 109/S.J. Res. 59, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 661, Crypto-Asset Environmental Transparency Act of 2023 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1357, Responsible Digital Asset Advertising Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAAAmendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, and Senate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act S. 3603, Preventing Illicit Finance Through Partnership Act of 2024 S. 3801, CBDC Anti-Surveillance State Act S. 4155, Lummis-Gillibrand Payment Stablecoin Act S. 4912, Boosting Innovation, Technology, and Competitiveness through Optimized Investment Nationwide (BITCOIN) Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 S. 5242, Saving Privacy Act

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: H.R. 1414, Keep Innovation in America Act S. 661, Crypto-Asset Environmental Transparency Act of 2023 H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 S. 3801, CBDC Anti-Surveillance State Act H.R. 2969 Financial Technology Protection Act of 2023 S. 1340 Financial Technology Protection Act of 2023 H.R. 4841 Keep Your Coins Act of 2023 H.R. 1122 CBDC Anti-Surveillance State Act S. 695 A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect todigital asset transfers. H.R. 5403/ S. 1357 Responsible Digital Asset Advertising Act of 2023 S. 2669 Digital Asset Anti-Money Laundering Act of 2023 H.R. 2743 Fair Access to Banking Act S. 293 Fair Access to Banking Act H.R. 4766 Clarity for Payment Stablecoins Act of 2023 S.2281 Lummis-Gillibrand Responsible Financial Innovation Act H.R. 1177 Financial Freedom Act of 2023 S. 427 Financial Freedom Act of 2023 S. 1323 Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2891 Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 3572 Securities Clarity Act H.R. 4763 Financial Innovation and Technology for the 21st Century Act H.R. 4664 FY 2024 Financial Services and General Government Appropriations bill H.R. 2670 National Defense Authorization Act - Amendment 44 S .Amdt.326 to S. 2226 NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023 S.2355 Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2226 - Amdt. 1087 to Amdt.935 (NDAA Manager's Amdt.) NDAA Amendment - Crypto Asset Anti-Money Laundering Examination Standards S.1671 Digital Consumer Protection Commission Act of 2023 H.R. 5741 Uniform Treatment of Custodial Assets Act S. 3087 Proving Reserves of Others' Funds (PROOF) Act H.R. 6307 Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322 End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572 Deploying American Blockchains Act S. 3441 Terrorism Financing Prevention Act H.R. 7440 Financial Services Innovation Act of 2024 S. 3603 Preventing Illicit Finance Through Partnership Act of 2024 H.J.Res. 109/ S.J.Res. 59 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by theSecurities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 3801 CBDC Anti-Surveillance State Act H.R. 8149 To amend the Internal Revenue Code of 1986 to clarify the tax treatment of digital asset rewards. H.R. 8818 American Privacy Rights of 2024 S. 4155 Lummis-Gillibrand Payment Stablecoin Act H.R. 8266 Blockchain Integrity Act H.R. 8464 Tokenization Report Act of 2024 H.R. 8070 Service member Quality of Life Improvement and National Defense Authorization Act for Fiscal Year 2025 H.R. 7965 Ransomware and Financial Stability Act S. 4443 Terrorism Financing Prevention Act (TFPA) S. 4638 National Defense Authorization Act for Fiscal Year 2025 H.R. 8822 To amend the Internal Revenue Code of 1986 to allow the payment of certain Federal taxes with bitcoin. S. 4912 Boosting Innovation, Technology and Competitiveness through Optimized Investment Nationwide (BITCOIN) Act of 2024 H.R. 9579 Bridging Regulation and Innovation for Digital Global and Electronic Digital Assets Act (BRIDGE Digital Assets Act) S. 5139 Empowering Main Street in America Act S. 5242 Saving Privacy Act H.R. 9758 Evaluating DeFi Opportunities Act

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: H.R. 1414, Keep Innovation in America Act S. 661, Crypto-Asset Environmental Transparency Act of 2023 H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2969 Financial Technology Protection Act of 2023 S. 1340 Financial Technology Protection Act of 2023 H.R. 4841 Keep Your Coins Act of 2023 H.R. 1122 CBDC Anti-Surveillance State Act S. 695 A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. H.R. 5403/ S. 1357 Responsible Digital Asset Advertising Act of 2023 S. 2669 Digital Asset Anti-Money Laundering Act of 2023 H.R. 2743 Fair Access to Banking Act S. 293 Fair Access to Banking Act H.R. 4766 Clarity for Payment Stablecoins Act of 2023 S.2281 Lummis-Gillibrand Responsible Financial Innovation Act H.R. 1177 Financial Freedom Act of 2023 S. 427 Financial Freedom Act of 2023 S. 1323 Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2891 Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 3572 Securities Clarity Act H.R. 4763 Financial Innovation and Technology for the 21st Century Act H.R. 4664 FY 2024 Financial Services and General Government Appropriations bill H.R. 2670 National Defense Authorization Act - Amendment 44 S .Amdt.326 to S. 2226 NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023 S.2355 Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2226 - Amdt. 1087 to Amdt.935 (NDAA Manager's Amdt.) NDAA Amendment - Crypto Asset Anti-Money Laundering Examination Standards S.1671 Digital Consumer Protection Commission Act of 2023 H.R. 5741 Uniform Treatment of Custodial Assets Act S. 3087 Proving Reserves of Others' Funds (PROOF) Act H.R. 6307 Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322 End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572 Deploying American Blockchains Act S. 3441 Terrorism Financing Prevention Act H.R. 7440 Financial Services Innovation Act of 2024 S. 3603 Preventing Illicit Finance Through Partnership Act of 2024 H.J.Res. 109/ S.J.Res. 59 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 3801 CBDC Anti-Surveillance State Act S. 4155 Lummis-Gillibrand Payment Stablecoin Act H.R. 8070 Service member Quality of Life Improvement and National Defense Authorization Act for Fiscal Year 2025 S. 4638 National Defense Authorization Act for Fiscal Year 2025 H.R. 8822 To amend the Internal Revenue Code of 1986 to allow the payment of certain Federal taxes with bitcoin. S. 4912 Boosting Innovation, Technology and Competitiveness through Optimized Investment Nationwide (BITCOIN) Act of 2024 S. 5139 Empowering Main Street in America Act S. 5242 Saving Privacy Act H.R. 9758 Evaluating DeFi Opportunities Act

PL 117-328 Consolidated Appropriations Act, 2023 - SECURE 2.0 Issue Investment Advice Standards Issue Davis Bacon Issue Retirement Security HR 1177/S 427 Financial Freedom Act of 2023 - prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in retirement accounts HR 9462/S 5271 Retirement Savings for Americans Act -- establish the American Worker Retirement Plan HR 2593 Senior Security Act -- establishes the Senior Investor Taskforce within the Securities and Exchange Commission HR 2799 Expanding Access to Capital Act -- reforms to the capital markets of the United States HR 3063 Retirement Fairness for Charities and Educational Institutions Act of 2023 -- amend the Federal securities laws to enhance 403(b) plans HR 3942 Lifetime Income for Employees (LIFE) Act -- amend the Employee Retirement Income Security Act of 1974 to permit default investment arrangements in annuities HR 4237 Ensuring Sound Guidance Act -- amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors DRAFT SECURE 2.0 Technical Corrections - Changes and corrections to SECURE 2.0 HR 5408/S 2767 SSI Savings Penalty Elimination Act-to increase asset limits for SSI recipients HR 7293 Automatic IRA Act of 2024 Secure 2.0 Implementation S 692 - This bill seeks to help Americans better plan for retirement and enhance retirement security by ensuring they plan for retirement and enhance retirement security by ensuring they have the information to make informed decisions regarding social security benefits

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

H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572, Deploying American Blockchains Act of 2023 H.R. 7440, Financial Services Innovation Act of 2024 H.R. 9758, Evaluating DeFi Opportunities Act H.J. Res. 109/S.J. Res. 59, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 661, Crypto-Asset Environmental Transparency Act of 2023 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, and Senate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act S. 3603, Preventing Illicit Finance Through Partnership Act of 2024 S. 3801, CBDC Anti-Surveillance State Act S. 4155, Lummis-Gillibrand Payment Stablecoin Act S. 4912, Boosting Innovation, Technology, and Competitiveness through Optimized Investment Nationwide (BITCOIN) Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 S. 5242, Saving Privacy Act

H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572, Deploying American Blockchains Act of 2023 H.R. 7440, Financial Services Innovation Act of 2024 H.R. 7965, Ransomware and Financial Stability Act of 2024 H.R. 8149, To amend the Internal Revenue Code of 1986 to clarify the tax treatment of digital asset rewards H.R. 8266, Blockchain Integrity Act H.R. 8464, Tokenization Report Act of 2024 H.R. 8818, American Privacy Rights Act of 2024 H.R. 8822, To amend the Internal Revenue Code of 1986 to allow the payment of certain Federal taxes with bitcoin H.R. 9579, Bridging Regulation and Innovation for Digital Global and Electronic (BRIDGE) Digital Assets Act H.J. Res. 109/S.J. Res. 59, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 661, Crypto-Asset Environmental Transparency Act of 2023 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, and Senate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act S. 3603, Preventing Illicit Finance Through Partnership Act of 2024 S. 3801, CBDC Anti-Surveillance State Act S. 4155, Lummis-Gillibrand Payment Stablecoin Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 4912, Boosting Innovation, Technology, and Competitiveness through Optimized Investment Nationwide (BITCOIN) Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 S. 5242, Saving Privacy Act

H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572, Deploying American Blockchains Act of 2023 H.R. 7440, Financial Services Innovation Act of 2024 H.R. 9758, Evaluating DeFi Opportunities Act H.J. Res. 109/S.J. Res. 59, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 661, Crypto-Asset Environmental Transparency Act of 2023 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, and Senate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act S. 3603, Preventing Illicit Finance Through Partnership Act of 2024 S. 3801, CBDC Anti-Surveillance State Act S. 4155, Lummis-Gillibrand Payment Stablecoin Act S. 4912, Boosting Innovation, Technology, and Competitiveness through Optimized Investment Nationwide (BITCOIN) Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 S. 5242, Saving Privacy Act

H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572, Deploying American Blockchains Act of 2023 H.R. 7440, Financial Services Innovation Act of 2024 H.R. 7965, Ransomware and Financial Stability Act of 2024 H.R. 8149, To amend the Internal Revenue Code of 1986 to clarify the tax treatment of digital asset rewards H.R. 8266, Blockchain Integrity Act H.R. 8464, Tokenization Report Act of 2024 H.R. 8818, American Privacy Rights Act of 2024 H.R. 8822, To amend the Internal Revenue Code of 1986 to allow the payment of certain Federal taxes with bitcoin H.R. 9579, Bridging Regulation and Innovation for Digital Global and Electronic (BRIDGE) Digital Assets Act H.J. Res. 109/S.J. Res. 59, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 661, Crypto-Asset Environmental Transparency Act of 2023 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, and Senate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act S. 3603, Preventing Illicit Finance Through Partnership Act of 2024 S. 3801, CBDC Anti-Surveillance State Act S. 4155, Lummis-Gillibrand Payment Stablecoin Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 4912, Boosting Innovation, Technology, and Competitiveness through Optimized Investment Nationwide (BITCOIN) Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 S. 5242, Saving Privacy Act

Issues related to decentralized fi nance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized webapplications using blockchain and related distributed ledger technologies, including: H.R. 1414, Keep Innovation in America Act S. 661, Crypto-Asset Environmental Transparency Act of 2023 H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 S. 3801, CBDC Anti-Surveillance State Act H.R. 2969 Financial Technology Protection Act of 2023 S. 1340 Financial Technology Protection Act of 2023 H.R. 4841 Keep Your Coins Act of 2023 H.R. 1122 CBDC Anti-Surveillance State Act S. 695 A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect todigital asset transfers. H.R. 5403/ S. 1357 Responsible Digital Asset Advertising Act of 2023 S. 2669 Digital Asset Anti-Money Laundering Act of 2023 H.R. 2743 Fair Access to Banking Act S. 293 Fair Access to Banking Act H.R. 4766 Clarity for Payment Stablecoins Act of 2023 S.2281 Lummis-Gillibrand Responsible Financial Innovation Act H.R. 1177 Financial Freedom Act of 2023 S. 427 Financial Freedom Act of 2023 S. 1323 Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2891 Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 3572 Securities Clarity Act H.R. 4763 Financial Innovation and Technology for the 21st Century Act H.R. 4664 FY 2024 Financial Services and General Government Appropriations bill H.R. 2670 National Defense Authorization Act - Amendment 44 S .Amdt.326 to S. 2226 NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023 S.2355 Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2226 - Amdt. 1087 to Amdt.935 (NDAA Manager's Amdt.) NDAA Amendment - Crypto Asset Anti-Money Laundering Examination Standards S.1671 Digital Consumer Protection Commission Act of 2023 H.R. 5741 Uniform Treatment of Custodial Assets Act S. 3087 Proving Reserves of Others' Funds (PROOF) Act H.R. 6307 Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322 End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572 Deploying American Blockchains Act S. 3441 Terrorism Financing Prevention Act H.R. 7440 Financial Services Innovation Act of 2024 S. 3603 Preventing Illicit Finance Through Partnership Act of 2024 H.J.Res. 109/ S.J.Res. 59 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by theSecurities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 3801 CBDC Anti-Surveillance State Act H.R. 8149 To amend the Internal Revenue Code of 1986 to clarify the tax treatment of digital asset rewards. H.R. 8818 American Privacy Rights of 2024 S. 4155 Lummis-Gillibrand Payment Stablecoin Act H.R. 8266 Blockchain Integrity Act H.R. 8464 Tokenization Report Act of 2024 H.R. 8070 Service member Quality of Life Improvement and National Defense Authorization Act for Fiscal Year 2025 H.R. 7965 Ransomware and Financial Stability Act S. 4443 Terrorism Financing Prevention Act (TFPA) S. 4638 National Defense Authorization Act for Fiscal Year 2025 H.R. 8822 To amend the Internal Revenue Code of 1986 to allow the payment of certain Federal taxes with bitcoin. S. 4912 Boosting Innovation, Technology and Competitiveness through Optimized Investment Nationwide (BITCOIN) Act of 2024 H.R. 9579 Bridging Regulation and Innovation for Digital Global and Electronic Digital Assets Act (BRIDGE Digital Assets Act) S. 5139 Empowering Main Street in America Act S. 5242 Saving Privacy Act H.R. 9758 Evaluating DeFi Opportunities Act

Issues related to decentralized fi nance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized webapplications using blockchain and related distributed ledger technologies, including: H.R. 1414, Keep Innovation in America Act S. 661, Crypto-Asset Environmental Transparency Act of 2023 H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 S. 3801, CBDC Anti-Surveillance State Act H.R. 2969 Financial Technology Protection Act of 2023 S. 1340 Financial Technology Protection Act of 2023 H.R. 4841 Keep Your Coins Act of 2023 H.R. 1122 CBDC Anti-Surveillance State Act S. 695 A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect todigital asset transfers. H.R. 5403/ S. 1357 Responsible Digital Asset Advertising Act of 2023 S. 2669 Digital Asset Anti-Money Laundering Act of 2023 H.R. 2743 Fair Access to Banking Act S. 293 Fair Access to Banking Act H.R. 4766 Clarity for Payment Stablecoins Act of 2023 S.2281 Lummis-Gillibrand Responsible Financial Innovation Act H.R. 1177 Financial Freedom Act of 2023 S. 427 Financial Freedom Act of 2023 S. 1323 Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2891 Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 3572 Securities Clarity Act H.R. 4763 Financial Innovation and Technology for the 21st Century Act H.R. 4664 FY 2024 Financial Services and General Government Appropriations bill H.R. 2670 National Defense Authorization Act - Amendment 44 S .Amdt.326 to S. 2226 NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023 S.2355 Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2226 - Amdt. 1087 to Amdt.935 (NDAA Manager's Amdt.) NDAA Amendment - Crypto Asset Anti-Money Laundering Examination Standards S.1671 Digital Consumer Protection Commission Act of 2023 H.R. 5741 Uniform Treatment of Custodial Assets Act S. 3087 Proving Reserves of Others' Funds (PROOF) Act H.R. 6307 Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322 End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572 Deploying American Blockchains Act S. 3441 Terrorism Financing Prevention Act H.R. 7440 Financial Services Innovation Act of 2024 S. 3603 Preventing Illicit Finance Through Partnership Act of 2024 H.J.Res. 109/ S.J.Res. 59 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by theSecurities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 3801 CBDC Anti-Surveillance State Act S. 4155 Lummis-Gillibrand Payment Stablecoin Act S. 4638 National Defense Authorization Act for Fiscal Year 2025 S. 4912 Boosting Innovation, Technology and Competitiveness through Optimized Investment Nationwide (BITCOIN) Act of 2024 S. 5139 Empowering Main Street in America Act S. 5242 Saving Privacy Act H.R. 9758 Evaluating DeFi Opportunities Act

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: H.R. 1414, Keep Innovation in America Act S. 661, Crypto-Asset Environmental Transparency Act of 2023 H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 S. 3801, CBDC Anti-Surveillance State Act H.R. 2969 Financial Technology Protection Act of 2023 S. 1340 Financial Technology Protection Act of 2023 H.R. 4841 Keep Your Coins Act of 2023 H.R. 1122 CBDC Anti-Surveillance State Act S. 695 A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. H.R. 5403/ S. 1357 Responsible Digital Asset Advertising Act of 2023 S. 2669 Digital Asset Anti-Money Laundering Act of 2023 H.R. 2743 Fair Access to Banking Act S. 293 Fair Access to Banking Act H.R. 4766 Clarity for Payment Stablecoins Act of 2023 S.2281 Lummis-Gillibrand Responsible Financial Innovation Act H.R. 1177 Financial Freedom Act of 2023 S. 427 Financial Freedom Act of 2023 S. 1323 Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2891 Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 3572 Securities Clarity Act H.R. 4763 Financial Innovation and Technology for the 21st Century Act H.R. 4664 FY 2024 Financial Services and General Government Appropriations bill H.R. 2670 National Defense Authorization Act - Amendment 44 S .Amdt.326 to S. 2226 NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023 S.2355 Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2226 - Amdt. 1087 to Amdt.935 (NDAA Manager's Amdt.) NDAA Amendment - Crypto Asset Anti-Money Laundering Examination Standards S.1671 Digital Consumer Protection Commission Act of 2023 H.R. 5741 Uniform Treatment of Custodial Assets Act S. 3087 Proving Reserves of Others' Funds (PROOF) Act H.R. 6307 Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322 End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572 Deploying American Blockchains Act S. 3441 Terrorism Financing Prevention Act H.R. 7440 Financial Services Innovation Act of 2024 S. 3603 Preventing Illicit Finance Through Partnership Act of 2024 H.J.Res. 109/ S.J.Res. 59 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 3801 CBDC Anti-Surveillance State Act S. 4155 Lummis-Gillibrand Payment Stablecoin Act S. 4638 National Defense Authorization Act for Fiscal Year 2025 S. 4912 Boosting Innovation, Technology and Competitiveness through Optimized Investment Nationwide (BITCOIN) Act of 2024 S. 5139 Empowering Main Street in America Act S. 5242 Saving Privacy Act H.R. 9758 Evaluating DeFi Opportunities Act

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: H.R. 1414, Keep Innovation in America Act S. 661, Crypto-Asset Environmental Transparency Act of 2023 H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 S. 3801, CBDC Anti-Surveillance State Act H.R. 2969 Financial Technology Protection Act of 2023 S. 1340 Financial Technology Protection Act of 2023 H.R. 4841 Keep Your Coins Act of 2023 H.R. 1122 CBDC Anti-Surveillance State Act S. 695 A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. H.R. 5403/ S. 1357 Responsible Digital Asset Advertising Act of 2023 S. 2669 Digital Asset Anti-Money Laundering Act of 2023 H.R. 2743 Fair Access to Banking Act S. 293 Fair Access to Banking Act H.R. 4766 Clarity for Payment Stablecoins Act of 2023 S.2281 Lummis-Gillibrand Responsible Financial Innovation Act H.R. 1177 Financial Freedom Act of 2023 S. 427 Financial Freedom Act of 2023 S. 1323 Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2891 Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 3572 Securities Clarity Act H.R. 4763 Financial Innovation and Technology for the 21st Century Act H.R. 4664 FY 2024 Financial Services and General Government Appropriations bill H.R. 2670 National Defense Authorization Act - Amendment 44 S .Amdt.326 to S. 2226 NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023 S.2355 Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2226 - Amdt. 1087 to Amdt.935 (NDAA Manager's Amdt.) NDAA Amendment - Crypto Asset Anti-Money Laundering Examination Standards S.1671 Digital Consumer Protection Commission Act of 2023 H.R. 5741 Uniform Treatment of Custodial Assets Act S. 3087 Proving Reserves of Others' Funds (PROOF) Act H.R. 6307 Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322 End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572 Deploying American Blockchains Act S. 3441 Terrorism Financing Prevention Act H.R. 7440 Financial Services Innovation Act of 2024 S. 3603 Preventing Illicit Finance Through Partnership Act of 2024 H.J.Res. 109/ S.J.Res. 59 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 3801 CBDC Anti-Surveillance State Act H.R. 8149 To amend the Internal Revenue Code of 1986 to clarify the tax treatment of digital asset rewards. H.R. 8818 American Privacy Rights of 2024 S. 4155 Lummis-Gillibrand Payment Stablecoin Act H.R. 8266 Blockchain Integrity Act H.R. 8464 Tokenization Report Act of 2024 H.R. 8070 Service member Quality of Life Improvement and National Defense Authorization Act for Fiscal Year 2025 H.R. 7965 Ransomware and Financial Stability Act S. 4443 Terrorism Financing Prevention Act (TFPA) S. 4638 National Defense Authorization Act for Fiscal Year 2025 H.R. 8822 To amend the Internal Revenue Code of 1986 to allow the payment of certain Federal taxes with bitcoin. S. 4912 Boosting Innovation, Technology and Competitiveness through Optimized Investment Nationwide (BITCOIN) Act of 2024 H.R. 9579 Bridging Regulation and Innovation for Digital Global and Electronic Digital Assets Act (BRIDGE Digital Assets Act) S. 5139 Empowering Main Street in America Act S. 5242 Saving Privacy Act H.R. 9758 Evaluating DeFi Opportunities Act

PL 117-328 Consolidated Appropriations Act, 2023 - SECURE 2.0 Issue Investment Advice Standards Issue Davis Bacon Issue Retirement Security HR 1177/S 427 Financial Freedom Act of 2023 - prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in retirement accounts HR 9462/S 5271 Retirement Savings for Americans Act -- establish the American Worker Retirement Plan HR 2593 Senior Security Act -- establishes the Senior Investor Taskforce within the Securities and Exchange Commission HR 2799 Expanding Access to Capital Act -- reforms to the capital markets of the United States HR 3063 Retirement Fairness for Charities and Educational Institutions Act of 2023 -- amend the Federal securities laws to enhance 403(b) plans HR 3942 Lifetime Income for Employees (LIFE) Act -- amend the Employee Retirement Income Security Act of 1974 to permit default investment arrangements in annuities HR 4237 Ensuring Sound Guidance Act -- amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors DRAFT SECURE 2.0 Technical Corrections - Changes and corrections to SECURE 2.0 HR 5408/S 2767 SSI Savings Penalty Elimination Act-to increase asset limits for SSI recipients HR 7293 Automatic IRA Act of 2024 Secure 2.0 Implementation S 692 - This bill seeks to help Americans better plan for retirement and enhance retirement security by ensuring they plan for retirement and enhance retirement security by ensuring they have the information to make informed decisions regarding social security benefits

Client expense: $700,000 · Firm income: Not reported

H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572, Deploying American Blockchains Act of 2023 H.R. 7440, Financial Services Innovation Act of 2024 H.J. Res. 109/S.J. Res. 59, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 661, Crypto-Asset Environmental Transparency Act of 2023 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1357, Responsible Digital Asset Advertising Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, and Senate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act S. 3603, Preventing Illicit Finance Through Partnership Act of 2024 S. 3801, CBDC Anti-Surveillance State Act

H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572, Deploying American Blockchains Act of 2023 H.R. 7440, Financial Services Innovation Act of 2024 H.J. Res. 109/S.J. Res. 59, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 661, Crypto-Asset Environmental Transparency Act of 2024 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1357, Responsible Digital Asset Advertising Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, and Senate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act S. 3603, Preventing Illicit Finance Through Partnership Act of 2024 S. 3801, CBDC Anti-Surveillance State Act

H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572, Deploying American Blockchains Act of 2023 H.R. 7440, Financial Services Innovation Act of 2024 H.J. Res. 109/S.J. Res. 59, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 661, Crypto-Asset Environmental Transparency Act of 2023 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1357, Responsible Digital Asset Advertising Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, and Senate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act S. 3603, Preventing Illicit Finance Through Partnership Act of 2024 S. 3801, CBDC Anti-Surveillance State Act

H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572, Deploying American Blockchains Act of 2023 H.R. 7440, Financial Services Innovation Act of 2024 H.J. Res. 109/S.J. Res. 59, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 661, Crypto-Asset Environmental Transparency Act of 2023 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1357, Responsible Digital Asset Advertising Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, and Senate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act S. 3603, Preventing Illicit Finance Through Partnership Act of 2024 S. 3801, CBDC Anti-Surveillance State Act

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: H.R. 1414. Keep Innovation in America Act; S. 661 Crypto-Asset Environmental Transparency Act of 2023; H.R. 1747 Blockchain Regulatory Certainty Act; H.R. 2969 Financial Technology Protection Act of 2023; S. 1340 Financial Technology Protection Act of 2023; H.R. 4841 Keep Your Coins Act of 2023; H.R. 1122 CBDC Anti-Surveillance State Act; S. 695; H.R. 5403; S. 1357 Responsible Digital Asset Advertising Act of 2023; S. 2669 Digital Asset Anti-Money Laundering Act of 2023; H.R. 2743/ S. 293 Fair Access to Banking Act; H.R. 4766 Clarity for Payment Stablecoins Act of 2023; S.2281 Lummis-Gillibrand Responsible Financial Innovation Act; H.R. 1177 / S. 427 Financial Freedom Act of 2023; S. 1323/ H.R. 2891Secure and Fair Enforcement (SAFE) Banking Act of 2023; H.R. 3572 Securities Clarity Act; H.R. 4763 Financial Innovation and Technology for the 21st Century Act; H.R. 4664 FY 2024 Financial Services and General Government Appropriations bill; H.R. 2670 National Defense Authorization Act - Amendment 44; S.Amdt.326 to S. 2226 (NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023); S.2355 Crypto-Asset National Security Enhancement and Enforcement Act of 2023; S. 2226 - Amdt. 1087 to Amdt.935 (NDAA Manager's Amdt.) Crypto Asset Anti-Money Laundering Examination Standards; S.1671 Digital Consumer Protection Commission Act of 2023; H.R. 5741 Uniform Treatment of Custodial Assets Act; S. 3087 Proving Reserves of Others' Funds (PROOF) Act; H.R. 6307 Creating Legal Accountability for Rogue Innovators and Technology Act; H.R. 6322 End Financing for Hamas and State Sponsors of Terrorism Act; H.R. 6572 Deploying American Blockchains Act; S. 3441 Terrorism Financing Prevention Act; H.R. 7440 Financial Services Innovation Act of 2024; S. 3603 Preventing Illicit Finance Through Partnership Act of 2024; H.J.Res. 109/ S.J.Res. 59; S. 3801 CBDC Anti-Surveillance State Act

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: H.R. 1414. Keep Innovation in America Act; S. 661 Crypto-Asset Environmental Transparency Act of 2023; H.R. 1747 Blockchain Regulatory Certainty Act; H.R. 2969 Financial Technology Protection Act of 2023; S. 1340 Financial Technology Protection Act of 2023; H.R. 4841 Keep Your Coins Act of 2023; H.R. 1122 CBDC Anti-Surveillance State Act; S. 695; H.R. 5403; S. 1357 Responsible Digital Asset Advertising Act of 2023; S. 2669 Digital Asset Anti-Money Laundering Act of 2023; H.R. 2743/ S. 293 Fair Access to Banking Act; H.R. 4766 Clarity for Payment Stablecoins Act of 2023; S.2281 Lummis-Gillibrand Responsible Financial Innovation Act; H.R. 1177 / S. 427 Financial Freedom Act of 2023; S. 1323/ H.R. 2891Secure and Fair Enforcement (SAFE) Banking Act of 2023; H.R. 3572 Securities Clarity Act; H.R. 4763 Financial Innovation and Technology for the 21st Century Act; H.R. 4664 FY 2024 Financial Services and General Government Appropriations bill; H.R. 2670 National Defense Authorization Act - Amendment 44; S.Amdt.326 to S. 2226 (NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023); S.2355 Crypto-Asset National Security Enhancement and Enforcement Act of 2023; S. 2226 - Amdt. 1087 to Amdt.935 (NDAA Manager's Amdt.) Crypto Asset Anti-Money Laundering Examination Standards; S.1671 Digital Consumer Protection Commission Act of 2023; H.R. 5741 Uniform Treatment of Custodial Assets Act; S. 3087 Proving Reserves of Others' Funds (PROOF) Act; H.R. 6307 Creating Legal Accountability for Rogue Innovators and Technology Act; H.R. 6322 End Financing for Hamas and State Sponsors of Terrorism Act; H.R. 6572 Deploying American Blockchains Act; S. 3441 Terrorism Financing Prevention Act; H.R. 7440 Financial Services Innovation Act of 2024; S. 3603 Preventing Illicit Finance Through Partnership Act of 2024; H.J.Res. 109/ S.J.Res. 59; S. 3801 CBDC Anti-Surveillance State Act; H.R. 8149 To amend the Internal Revenue Code of 1986 to clarify the tax treatment of digital asset rewards; H.R. 8818 American Privacy Rights of 2024; S. 4155 Lummis-Gillibrand Payment Stablecoin Act; H.R. 8266 Blockchain Integrity Act; H.R. 8464 Tokenization Report Act of 2024; H.R. 8822 To amend the Internal Revenue Code of 1986 to allow the payment of certain Federal taxes with bitcoin; H.R. 8070 Service member Quality of Life Improvement and National Defense Authorization Act for Fiscal Year 2025; H.R. 7965 Ransomware and Financial Stability Act; S. 4443 Terrorism Financing Prevention Act (TFPA)

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572, Deploying American Blockchains Act of 2023 H.R. 7440, Financial Services Innovation Act of 2024 H.J. Res. 109/S.J. Res. 59, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by theSecurities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 661, Crypto-Asset Environmental Transparency Act of 2024 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respectto digital asset transfers. S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1357, Responsible Digital Asset Advertising Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, andSenate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act S. 3603, Preventing Illicit Finance Through Partnership Act of 2024 S. 3801, CBDC Anti-Surveillance State Act

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572, Deploying American Blockchains Act of 2023 H.R. 7440, Financial Services Innovation Act of 2024 H.J. Res. 109/S.J. Res. 59, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by theSecurities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 661, Crypto-Asset Environmental Transparency Act of 2023 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respectto digital asset transfers. S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1357, Responsible Digital Asset Advertising Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, andSenate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act S. 3603, Preventing Illicit Finance Through Partnership Act of 2024 S. 3801, CBDC Anti-Surveillance State Act

PL 117-328 Consolidated Appropriations Act, 2023 - SECURE 2.0 Issue Investment Advice Standards Issue Davis Bacon Issue Retirement Security HR 1177/S 427 Financial Freedom Act of 2023 - prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in retirement accounts HR 9462/S 5271 Retirement Savings for Americans Act -- establish the American Worker Retirement Plan HR 2593 Senior Security Act -- establishes the Senior Investor Taskforce within the Securities and Exchange Commission HR 2799 Expanding Access to Capital Act -- reforms to the capital markets of the United States HR 3063 Retirement Fairness for Charities and Educational Institutions Act of 2023 -- amend the Federal securities laws to enhance 403(b) plans HR 3942 Lifetime Income for Employees (LIFE) Act -- amend the Employee Retirement Income Security Act of 1974 to permit default investment arrangements in annuities HR 4237 Ensuring Sound Guidance Act -- amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors DRAFT SECURE 2.0 Technical Corrections - Changes and corrections to SECURE 2.0 HR 5408/S 2767 SSI Savings Penalty Elimination Act-to increase asset limits for SSI recipients HR 7293 Automatic IRA Act of 2024 Secure 2.0 Implementation S 692 - This bill seeks to help Americans better plan for retirement and enhance retirement security by ensuring they plan for retirement and enhance retirement security by ensuring they have the information to make informed decisions regarding social security benefits

Client expense: $470,000 · Firm income: Not reported

H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 7440, Financial Services Innovation Act of 2024 H.J. Res. 109/S.J. Res. 59, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1357, Responsible Digital Asset Advertising Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, and Senate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act S. 3603, Preventing Illicit Finance Through Partnership Act of 2024 S. 3801, CBDC Anti-Surveillance State Act

H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 7440, Financial Services Innovation Act of 2024 H.J. Res. 109/S.J. Res. 59, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1357, Responsible Digital Asset Advertising Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, and Senate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act S. 3603, Preventing Illicit Finance Through Partnership Act of 2024 S. 3801, CBDC Anti-Surveillance State Act

H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 7440, Financial Services Innovation Act of 2024 H.J. Res. 109/S.J. Res. 59, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1357, Responsible Digital Asset Advertising Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, and Senate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act S. 3603, Preventing Illicit Finance Through Partnership Act of 2024 S. 3801, CBDC Anti-Surveillance State Act

H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 7440, Financial Services Innovation Act of 2024 H.J. Res. 109/S.J. Res. 59, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "Staff Accounting Bulletin No. 121" S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1357, Responsible Digital Asset Advertising Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, and Senate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act S. 3603, Preventing Illicit Finance Through Partnership Act of 2024 S. 3801, CBDC Anti-Surveillance State Act

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: H.R. 1414. Keep Innovation in America Act; S. 661 Crypto-Asset Environmental Transparency Act of 2023; H.R. 1747 Blockchain Regulatory Certainty Act; H.R. 2969 Financial Technology Protection Act of 2023; S. 1340 Financial Technology Protection Act of 2023; H.R. 4841 Keep Your Coins Act of 2023; H.R. 1122 CBDC Anti-Surveillance State Act; S. 695; H.R. 5403; S. 1357 Responsible Digital Asset Advertising Act of 2023; S. 2669 Digital Asset Anti-Money Laundering Act of 2023; H.R. 2743/ S. 293 Fair Access to Banking Act; H.R. 4766 Clarity for Payment Stablecoins Act of 2023; S.2281 Lummis-Gillibrand Responsible Financial Innovation Act; H.R. 1177 / S. 427 Financial Freedom Act of 2023; S. 1323/ H.R. 2891Secure and Fair Enforcement (SAFE) Banking Act of 2023; H.R. 3572 Securities Clarity Act; H.R. 4763 Financial Innovation and Technology for the 21st Century Act; H.R. 4664 FY 2024 Financial Services and General Government Appropriations bill; H.R. 2670 National Defense Authorization Act - Amendment 44; S.Amdt.326 to S. 2226 (NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023); S.2355 Crypto-Asset National Security Enhancement and Enforcement Act of 2023; S. 2226 - Amdt. 1087 to Amdt.935 (NDAA Manager's Amdt.) Crypto Asset Anti-Money Laundering Examination Standards; S.1671 Digital Consumer Protection Commission Act of 2023; H.R. 5741 Uniform Treatment of Custodial Assets Act; S. 3087 Proving Reserves of Others' Funds (PROOF) Act; H.R. 6307 Creating Legal Accountability for Rogue Innovators and Technology Act; H.R. 6322 End Financing for Hamas and State Sponsors of Terrorism Act; H.R. 6572 Deploying American Blockchains Act; S. 3441 Terrorism Financing Prevention Act; H.R. 7440 Financial Services Innovation Act of 2024; S. 3603 Preventing Illicit Finance Through Partnership Act of 2024; H.J.Res. 109/ S.J.Res. 59; S. 3801 CBDC Anti-Surveillance State Act

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: H.R. 1414. Keep Innovation in America Act; S. 661 Crypto-Asset Environmental Transparency Act of 2023; H.R. 1747 Blockchain Regulatory Certainty Act; H.R. 2969 Financial Technology Protection Act of 2023; S. 1340 Financial Technology Protection Act of 2023; H.R. 4841 Keep Your Coins Act of 2023; H.R. 1122 CBDC Anti-Surveillance State Act; S. 695; H.R. 5403; S. 1357 Responsible Digital Asset Advertising Act of 2023; S. 2669 Digital Asset Anti-Money Laundering Act of 2023; H.R. 2743/ S. 293 Fair Access to Banking Act; H.R. 4766 Clarity for Payment Stablecoins Act of 2023; S.2281 Lummis-Gillibrand Responsible Financial Innovation Act; H.R. 1177 / S. 427 Financial Freedom Act of 2023; S. 1323/ H.R. 2891Secure and Fair Enforcement (SAFE) Banking Act of 2023; H.R. 3572 Securities Clarity Act; H.R. 4763 Financial Innovation and Technology for the 21st Century Act; H.R. 4664 FY 2024 Financial Services and General Government Appropriations bill; H.R. 2670 National Defense Authorization Act - Amendment 44; S.Amdt.326 to S. 2226 (NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023); S.2355 Crypto-Asset National Security Enhancement and Enforcement Act of 2023; S. 2226 - Amdt. 1087 to Amdt.935 (NDAA Manager's Amdt.) Crypto Asset Anti-Money Laundering Examination Standards; S.1671 Digital Consumer Protection Commission Act of 2023; H.R. 5741 Uniform Treatment of Custodial Assets Act; S. 3087 Proving Reserves of Others' Funds (PROOF) Act; H.R. 6307 Creating Legal Accountability for Rogue Innovators and Technology Act; H.R. 6322 End Financing for Hamas and State Sponsors of Terrorism Act; H.R. 6572 Deploying American Blockchains Act; S. 3441 Terrorism Financing Prevention Act; H.R. 7440 Financial Services Innovation Act of 2024; S. 3603 Preventing Illicit Finance Through Partnership Act of 2024; H.J.Res. 109/ S.J.Res. 59; S. 3801 CBDC Anti-Surveillance State Act

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: H.R. 1414. Keep Innovation in America Act; S. 661 Crypto-Asset Environmental Transparency Act of 2023; H.R. 1747 Blockchain Regulatory Certainty Act; H.R. 2969 Financial Technology Protection Act of 2023; S. 1340 Financial Technology Protection Act of 2023; H.R. 4841 Keep Your Coins Act of 2023; H.R. 1122 CBDC Anti-Surveillance State Act; S. 695; S. 1357 Responsible Digital Asset Advertising Act of 2023; S. 2669 Digital Asset Anti-Money Laundering Act of 2023; H.R. 2743/ S. 293 Fair Access to Banking Act; H.R. 4766 Clarity for Payment Stablecoins Act of 2023; S.2281 Lummis-Gillibrand Responsible Financial Innovation Act; H.R. 1177 / S. 427 Financial Freedom Act of 2023; S. 1323/ H.R. 2891Secure and Fair Enforcement (SAFE) Banking Act of 2023; H.R. 3572 Securities Clarity Act; H.R. 4763 Financial Innovation and Technology for the 21st Century Act; H.R. 4664 FY 2024 Financial Services and General Government Appropriations bill; H.R. 2670 National Defense Authorization Act - Amendment 44; S.Amdt.326 to S. 2226 (NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023); S.2355 Crypto-Asset National Security Enhancement and Enforcement Act of 2023; S. 2226 - Amdt. 1087 to Amdt.935 (NDAA Manager's Amdt.) Crypto Asset Anti-Money Laundering Examination Standards; S.1671 Digital Consumer Protection Commission Act of 2023; H.R. 5741 Uniform Treatment of Custodial Assets Act; S. 3087 Proving Reserves of Others' Funds (PROOF) Act; H.R. 6307 Creating Legal Accountability for Rogue Innovators and Technology Act; H.R. 6322 End Financing for Hamas and State Sponsors of Terrorism Act; H.R. 6572 Deploying American Blockchains Act; S. 3441 Terrorism Financing Prevention Act; H.R. 7440 Financial Services Innovation Act of 2024; S. 3603 Preventing Illicit Finance Through Partnership Act of 2024; H.J.Res. 109/ S.J.Res. 59; S. 3801 CBDC Anti-Surveillance State Act

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: H.R. 1414. Keep Innovation in America Act; S. 661 Crypto-Asset Environmental Transparency Act of 2023; H.R. 1747 Blockchain Regulatory Certainty Act; H.R. 2969 Financial Technology Protection Act of 2023; S. 1340 Financial Technology Protection Act of 2023; H.R. 4841 Keep Your Coins Act of 2023; H.R. 1122 CBDC Anti-Surveillance State Act; S. 695; S. 1357 Responsible Digital Asset Advertising Act of 2023; S. 2669 Digital Asset Anti-Money Laundering Act of 2023; H.R. 2743/ S. 293 Fair Access to Banking Act; H.R. 4766 Clarity for Payment Stablecoins Act of 2023; S.2281 Lummis-Gillibrand Responsible Financial Innovation Act; H.R. 1177 / S. 427 Financial Freedom Act of 2023; S. 1323/ H.R. 2891Secure and Fair Enforcement (SAFE) Banking Act of 2023; H.R. 3572 Securities Clarity Act; H.R. 4763 Financial Innovation and Technology for the 21st Century Act; H.R. 4664 FY 2024 Financial Services and General Government Appropriations bill; H.R. 2670 National Defense Authorization Act - Amendment 44; S.Amdt.326 to S. 2226 (NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023); S.2355 Crypto-Asset National Security Enhancement and Enforcement Act of 2023; S. 2226 - Amdt. 1087 to Amdt.935 (NDAA Manager's Amdt.) Crypto Asset Anti-Money Laundering Examination Standards; S.1671 Digital Consumer Protection Commission Act of 2023; H.R. 5741 Uniform Treatment of Custodial Assets Act; S. 3087 Proving Reserves of Others' Funds (PROOF) Act; H.R. 6307 Creating Legal Accountability for Rogue Innovators and Technology Act; H.R. 6322 End Financing for Hamas and State Sponsors of Terrorism Act; H.R. 6572 Deploying American Blockchains Act; S. 3441 Terrorism Financing Prevention Act; H.R. 7440 Financial Services Innovation Act of 2024; S. 3603 Preventing Illicit Finance Through Partnership Act of 2024; H.J.Res. 109/ S.J.Res. 59; S. 3801 CBDC Anti-Surveillance State Act

PL 117-328 Consolidated Appropriations Act, 2023 - SECURE 2.0 Issue Investment Advice Standards Issue Davis Bacon Issue Retirement Security HR 1177/S 427 Financial Freedom Act of 2023 - prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in retirement accounts HR 9462/S 5271 Retirement Savings for Americans Act -- establish the American Worker Retirement Plan HR 2593 Senior Security Act -- establishes the Senior Investor Taskforce within the Securities and Exchange Commission HR 2799 Expanding Access to Capital Act -- reforms to the capital markets of the United States HR 3063 Retirement Fairness for Charities and Educational Institutions Act of 2023 -- amend the Federal securities laws to enhance 403(b) plans HR 3942 Lifetime Income for Employees (LIFE) Act -- amend the Employee Retirement Income Security Act of 1974 to permit default investment arrangements in annuities HR 4237 Ensuring Sound Guidance Act -- amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors DRAFT SECURE 2.0 Technical Corrections - Changes and corrections to SECURE 2.0 HR 5408/S 2767 SSI Savings Penalty Elimination Act-to increase asset limits for SSI recipients HR 7293 Automatic IRA Act of 2024 Secure 2.0 Implementation

Client expense: $560,000 · Firm income: Not reported

Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; SEC Prohibition Against Conflicts of Interest in Certain Securitizations proposed rule; H.R. 4168, a bill to amend the Securities Act of 1933 to require that information required to be disclosed to the Securities and Exchange Commission by issuers be material to voting or investment decisions regarding those issuers, and for other purposes; H.R. 4237, a bill to amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; H.R. 1807, the Improving Disclosure for Investors Act of 2023; SEC proposed rule regarding the safeguarding of client assets (custody proposal); S. 2190, the RECOUP Act, a bill to amend the Federal Deposit Insurance Act to increase bank executive accountability and to improve financial stability; H.R. ____, to exempt 144a fixed income securities from Rule 15c2-11; S. 1695, the American Infrastructure Bonds Act of 2023; H.R. 1837, the Investing in Our Communities Act; H.R. 4664 and S. 2309, the Fiscal Year 2024 Financial Services and General Government Appropriations bill related to Consolidated Audit Trail and SEC regulatory agenda; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; SEC Amendments to NMS Plan for the Consolidated Audit Trail-Data Security; SEC Staff Accounting Bulletin 121; SEC Security-based Swaps Large Position Reporting proposed rule; H.R.760 - Chinese Military and Surveillance Company Sanctions Act of 2023; H.R. 1177/S. 427, Financial Freedom Act of 2023; H.R. 4763 - the Financial Innovation and Technology for the 21st Century Act; H.R. 4767 - Protecting American's Retirement Savings from Politics Act; H.R. 3136 - The National Critical Capabilities Defense Act; S.2678 - Outbound Investment Transparency Act of 2023; S. 2251 - Cybersecurity Act of 2023 ; SEC proposed rule on Predictive Data Analytics; SEC proposal regarding reporting of Securities Loans; SEC proposals to modify equity market structure; Biden Administration executive order related to China; SEC final rule related to clearing of U.S. Treasury securities; SEC final rule to improve clearing agency governance; SEC proposed rule to address Volume-Based Exchange Transaction Pricing for NMS Stocks; SEC final rule on short sale data; SEC final rules on beneficial ownership; HR ____, the SEC Regulatory Accountability Act (H.R. 9603 in 117th Congress) (attached to Capital Markets Subcommittee hearing on 3/20/24); HR 7030, the Review the Expansion of Government Act of 2024 or the REG Act of 2024 (attached to Capital Markets Subcommittee hearing on 3/20/24); HR ____, to require an assessment and report to Congress on the adequacy of the SECs cost-benefit analysis with respect to major rulemakings (attached to Capital Markets Subcommittee hearing on 3/20/24); HR ____, to mandate minimum comment periods of at least 60 days for all SEC-initiated rulemakings, with certain exceptions, calculated from the date published in the Federal Register (attached to Capital Markets Subcommittee hearing on 3/20/24); HR ____, to require the Commission to review certain reviewable actions by SEC staff (attached to Capital Markets Subcommittee hearing on 3/20/24); HR ____, to require the semi-annual testimony of the Chairman of the SEC before the Committee on Financial Services of the House of Representatives and the Committee on Banking, Housing, and Urban Affairs of the Senate, with testimony on at least one instance to include the testimony of the entire Commission (attached to Capital Markets Subcommittee hearing on 3/20/24); HR 4551, the "Protecting Investors Personally Identifiable Information Act" (attached to Capital Markets Subcommittee hearing on 3/20/24); HR 7902, the "Protecting Private Job Creators Act" (exempts fixed income securities from 15c2-11 disclosure) (attached to Capital Markets Subcommittee hearing on 3/20/24); S. 3676 (Protecting Private Job Creators Act); H.R. 2799, Expanding Access of Capital Act of 2023; H.R. 2627, Increasing Investor Opportunities Act; H.R. 3063, Retirement Fairness for Charities and Education Institutions Act, Expanding the Protection for Research Reports to Cover all Securities of All Issuers; H.R. 2590, Unlocking Capital for Small Business Act; H.J. Res. 109. Providing for congressional disapproval of the rule submitted by the SEC related to "Staff Accounting Bulletin No. 121."; S.J.Res.__, a Joint Resolution providing for congressional disapproval of the rule submitted by the SEC related to "Staff Accounting Bulletin No. 121.".

SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; H.R. 1177 and S. 427 - the Financial Freedom Act of 2023.

Client expense: $1,480,000 · Firm income: Not reported

S. 427 - the Financial Freedom Act 16 CFR Parts 801-803-Hart-Scott-Rodino Coverage, Exemption, and Transmittal Rules, Project No. P239300 (Document ID: FTC-2023-0040-0001) Analytic Framework for Financial Stability Risk Identification, Assessment, and Response, RIN 4030-[XXXX], Docket No. FSOC-2023-0001 Authority to Require Supervision and Regulation of Certain Nonbank Financial Companies, RIN 4030-[XXXX], Docket No. FSOC-2023-0002 S. 1838/H.R. 3881 - Credit Card Competition Act H.R. 2797 - Equal Opportunity for all Investors Act of 2023 H.R. 4655 - Businesses Over Activists Act H.R. 4767 - Protecting Americans Retirement Savings from Politics Act H.R. 4790 - Guiding Uniform and Responsible Disclosure Requirements and Information Limits (GUARDRAIL) Act of 2023 H.R. 4823 - American Financial Institution Regulator Sovereignty and Transparency Act 16 CFR Parts 801-803-Hart-Scott-Rodino Coverage, Exemption, and Transmittal Rules, Project No. P239300 (Document ID: FTC-2023-0040-0001) Defining Larger Participants of a Market for General-Use Digital Consumer Payment Applications (Docket No. CFPB-2023-0053) S. 3179, Stop Woke Investing Act

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

H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177/S. 427, Financial Freedom Act of 2023 H.R. 1414. Keep Innovation in America Act H.R. 1747: Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act for Fiscal Year 2024, including provisions related to Amendment 44 H.R. 2743/S. 293, Fair Access to Banking Act H.R. 2891/S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969/S. 1340, Financial technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, Making appropriations for financial services and general government for the fiscal year ending September 30, 2024, and for other purposes H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act of 2023 H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572, Deploying American Blockchains Act of 2023 S. 661, Crypto-Asset Environmental Transparency Act of 2023 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers S. 1357, Responsible Digital Asset Advertising Act of 2023 S. 2226, National Defense Authorization Act for Fiscal Year 2024, including provisions related to Senate Amendment 326 and Senate Amendment 1087 to Senate Amendment 935 S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 S. 2597, Digital Consumer Protection Commission Act of 2023 S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves Of Others Funds (PROOF) Act S. 3441, Terrorist Financing Prevention Act of 2023

H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572, Deploying American Blockchains Act S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 659, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. S. 661, Crypto-Asset Environmental Transparency Act of 2023 S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1537, Responsible Digital Asset Advertising Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, and Senate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act

H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177, Financial Freedom Act of 2023 H.R. 1414, Keep Innovation in America Act H.R. 1747, Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act - Amendment 44 H.R. 2743, Fair Access to Banking Act H.R. 2891, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969, Financial Technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, FY 2024 Financial Services and General Government Appropriations bill H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572, Deploying American Blockchains Act S. 293, Fair Access to Banking Act S. 427, Financial Freedom Act of 2023 S. 659, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers. S. 661, Crypto-Asset Environmental Transparency Act of 2023 S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 S. 1340, Financial Technology Protection Act of 2023 S. 1537, Responsible Digital Asset Advertising Act of 2023 S. 1671, Digital Consumer Protection Commission Act of 2023 S. 2226, NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, Senate Amendment 326, Senate Amendment 326, and Senate Amendment 1087 to Senate Amendment 935 regarding - Crypto Asset Anti-Money Laundering Examination Standards S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 (CANSEE) S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves of Others' Funds (PROOF) Act S. 3441, Terrorism Financing Prevention Act

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: H.R. 1122, CBDC Anti-Surveillance State Act H.R. 1177/S. 427, Financial Freedom Act of 2023 H.R. 1414. Keep Innovation in America Act H.R. 1747: Blockchain Regulatory Certainty Act H.R. 2670, National Defense Authorization Act for Fiscal Year 2024, including provisions related to Amendment 44 H.R. 2743/S. 293, Fair Access to Banking Act H.R. 2891/S. 1323, Secure and Fair Enforcement (SAFE) Banking Act of 2023 H.R. 2969/S. 1340, Financial technology Protection Act of 2023 H.R. 3572, Securities Clarity Act H.R. 4664, Making appropriations for financial services and general government for the fiscal year ending September 30, 2024, and for other purposes H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 4841, Keep Your Coins Act of 2023 H.R. 5403, CBDC Anti-Surveillance State Act H.R. 5741, Uniform Treatment of Custodial Assets Act H.R. 6307, Creating Legal Accountability for Rogue Innovators and Technology (CLARITY) Act of 2023 H.R. 6322, End Financing for Hamas and State Sponsors of Terrorism Act H.R. 6572, Deploying American Blockchains Act of 2023 S. 661, Crypto-Asset Environmental Transparency Act of 2023 S. 695, A bill to repeal the provisions of the Infrastructure Investment and Jobs Act that impose new information reporting requirements with respect to digital asset transfers S. 1357, Responsible Digital Asset Advertising Act of 2023 S. 2226, National Defense Authorization Act for Fiscal Year 2024, including provisions related to Senate Amendment 326 and Senate Amendment 1087 to Senate Amendment 935 S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 S. 2597, Digital Consumer Protection Commission Act of 2023 S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3087, Proving Reserves Of Others Funds (PROOF) Act S. 3441, Terrorist Financing Prevention Act of 2023

Issues related to internet-based distributed financial systems and decentralized web applications using blockchain and related distributed ledger technologies in banking under: H.R. 1414 The Keep Innovation in America Act, H.R. 4841 Keep Your Coins Act, S. 661 Crypto-Asset Environmental Transparency Act of 2023, S. 3087 Proving Reserves of Others Funds (PROOF) Act, H.R. 6307 Creating Legal Accounting for Rogue Innovators and Technology (CLARITY) Act, H.R. 6322 End Financing for Hamas and State Sponsors of Terrorism Act, H.R. 6572 Deploying American Blockchains Act, S. 3441 Terrorism Financing Prevention Act, H.R. 4766 Clarity for Payment Stablecoins Act of 2023, S. 2281 Lummis-Gillibrand Responsible Financial Innovation Act, H.R. 1122 and H.R. 5403 CBDC Anti-Surveillance State Act, S. 1357 Responsible Digital Asset Advertising Act of 2023, S. 2669 Digital Asset Anti-Money Laundering Act of 2023, H.R. 4763 Financial Innovation and Technology for the 21st Century Act, H.R. 5741 Uniform Treatment of Custodial Assets Act, S.1671 Digital Consumer Protection Commission Act of 2023, FY 2024 Financial Services and General Government Appropriations bill, H.R. 4664. Issues related to repealing provisions of the Infrastructure Investment and Jobs Act with respect to the definition of broker and reporting requirements for digital assets under S. 695. Issues related to investments in retirement accounts under S. 427 and H.R. 1177 Financial Freedom Act of 2023. Issues related to providing a safe harbor from licensing and registration for certain non-controlling blockchain developers and providers of blockchain services under H.R. 1747 Blockchain Regulator Certainty Act. Issues related to establishing an Independent Financial Technology Working Group to Combat Terrorism and Illicit Financing, and for other purposes under H.R. 2969 and S. 1340 Financial Technology Protection Act of 2023. Issues related to fair access to financial services under H.R. 2743 and S. 293 Fair Access to Banking Act. Issues related to federally regulated financial institutions under S. 1323 and H.R. 2891 Secure and Fair Enforcement (SAFE) Banking Act of 2023. Issues related to securities laws to exclude investment contract assets from the definition of a security under H.R. 3572 Securities Clarity Act. Issues related to FY 2024 Financial Services and General Government Appropriations bill, H.R. 2670 NDAA Amendment 44, and S.Amdt. 326 to S. 2226, NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, and S.Amdt. 1087 to Amdt. 935 to S. 2226, NDAA Amendment - Crypto Asset Anti-Money Laundering Examination Standards.

Issues related to internet-based distributed financial systems and related distributed ledger technologies in the financial services industry under: H.R. 1414 The Keep Innovation in America Act, H.R. 4841 Keep Your Coins Act, S. 661 Crypto-Asset Environmental Transparency Act of 2023, S. 3087 Proving Reserves of Others Funds (PROOF) Act, H.R. 6307 Creating Legal Accounting for Rogue Innovators and Technology (CLARITY) Act, H.R. 6322 End Financing for Hamas and State Sponsors of Terrorism Act, H.R. 6572 Deploying American Blockchains Act, S. 3441 Terrorism Financing Prevention Act, H.R. 4766 Clarity for Payment Stablecoins Act of 2023, S. 2281 Lummis-Gillibrand Responsible Financial Innovation Act, H.R. 1122 and H.R. 5403 CBDC Anti-Surveillance State Act, S. 1357 Responsible Digital Asset Advertising Act of 2023, S. 2669 Digital Asset Anti-Money Laundering Act of 2023, H.R. 4763 Financial Innovation and Technology for the 21st Century Act, H.R. 5741 Uniform Treatment of Custodial Assets Act, S.1671 Digital Consumer Protection Commission Act of 2023, FY 2024 Financial Services and General Government Appropriations bill, H.R. 4664. Issues related to repealing provisions of the Infrastructure Investment and Jobs Act with respect to the definition of broker and reporting requirements for digital assets under S. 695. Issues related to investments in retirement accounts under S. 427 and H.R. 1177 Financial Freedom Act of 2023. Issues related to providing a safe harbor from licensing and registration for certain non-controlling blockchain developers and providers of blockchain services under H.R. 1747 Blockchain Regulator Certainty Act. Issues related to establishing an Independent Financial Technology Working Group to Combat Terrorism and Illicit Financing, and for other purposes under H.R. 2969 and S. 1340 Financial Technology Protection Act of 2023. Issues related to fair access to financial services under H.R. 2743 and S. 293 Fair Access to Banking Act. Issues related to federally regulated financial institutions under S. 1323 and H.R. 2891 Secure and Fair Enforcement (SAFE) Banking Act of 2023. Issues related to securities laws to exclude investment contract assets from the definition of a security under H.R. 3572 Securities Clarity Act. Issues related to FY 2024 Financial Services and General Government Appropriations bill, H.R. 2670 NDAA Amendment 44, and S.Amdt. 326 to S. 2226, NDAA Amendment - Digital Asset Sanctions Compliance Enhancement Act of 2023, and S.Amdt. 1087 to Amdt. 935 to S. 2226, NDAA Amendment - Crypto Asset Anti-Money Laundering Examination Standards.

Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; SEC Prohibition Against Conflicts of Interest in Certain Securitizations proposed rule; H.R. 4168, a bill to amend the Securities Act of 1933 to require that information required to be disclosed to the Securities and Exchange Commission by issuers be material to voting or investment decisions regarding those issuers, and for other purposes; H.R. 4237, a bill to amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; H.R. 1807, the Improving Disclosure for Investors Act of 2023; SEC proposed rule regarding the safeguarding of client assets (custody proposal); S. 2190, the RECOUP Act, a bill to amend the Federal Deposit Insurance Act to increase bank executive accountability and to improve financial stability; SEC no-action letter regarding compliance with the provisions relating to research in the Markets in Financial Instruments Directive II (MiFID II), including H.R. 2622 and S. 2141, to codify certain SEC no action letters that allow broker-dealers to continue accepting cash or "hard dollar" payments for research reports, in order to comply with international regulations such as MiFID and MiFID II; H.R. ____, to exempt 144a fixed income securities from Rule 15c2-11; S. 1695, the American Infrastructure Bonds Act of 2023; H.R. 1837, the Investing in Our Communities Act; H.R. 4664 and S. 2309, the Fiscal Year 2024 Financial Services and General Government Appropriations bill related to Consolidated Audit Trail and SEC regulatory agenda; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; SEC Amendments to NMS Plan for the Consolidated Audit Trail-Data Security; SEC Staff Accounting Bulletin 121; SEC Security-based Swaps Large Position Reporting proposed rule; SEC Securities Loans proposed rule. H.R.760 - Chinese Military and Surveillance Company Sanctions Act of 2023; H.R. 1177/S. 427, Financial Freedom Act of 2023 H.R. 4763 - the Financial Innovation and Technology for the 21st Century Act H.R. 4767 - Protecting American's Retirement Savings from Politics Act H.R. 3136 - The National Critical Capabilities Defense Act; S.2678 - Outbound Investment Transparency Act of 2023 S. 2251 - Cybersecurity Act of 2023 SEC Proposed Rule on Predictive Data Analytics SEC proposal regarding Reporting of Securities Loans SEC proposals to modify equity market structure Biden Administration Executive Order related to China SEC final rule related to clearing of U.S. Treasury securities SEC final rule to improve Clearing Agency Governance SEC proposed rule to address Volume-Based Exchange Transaction Pricing for NMS Stocks SEC final rule on short sale data SEC final rule to increase transparency in Securities Lending Markets SEC final rules on beneficial ownership

PL 117-328 Consolidated Appropriations Act, 2023 - SECURE 2.0 Issue Investment Advice Standards Issue Davis Bacon Issue Retirement Security HR 1177/S 427 Financial Freedom Act of 2023 - prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in retirement accounts HR 9462/S 5271 Retirement Savings for Americans Act -- establish the American Worker Retirement Plan HR 2593 Senior Security Act -- establishes the Senior Investor Taskforce within the Securities and Exchange Commission HR 2799 Expanding Access to Capital Act -- reforms to the capital markets of the United States HR 3063 Retirement Fairness for Charities and Educational Institutions Act of 2023 -- amend the Federal securities laws to enhance 403(b) plans HR 3942 Lifetime Income for Employees (LIFE) Act -- amend the Employee Retirement Income Security Act of 1974 to permit default investment arrangements in annuities HR 4237 Ensuring Sound Guidance Act -- amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors DRAFT SECURE 2.0 Technical Corrections - Changes and corrections to SECURE 2.0 HR 5408/S 2767 SSI Savings Penalty Elimination Act-to increase asset limits for SSI recipients

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

SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; H.R. 1177 and S. 427 - the Financial Freedom Act of 2023.

Client expense: $1,480,000 · Firm income: Not reported