2025 first_quarter Filing

Financial Stability Issues Outbound Investment Investment manager passivity requirements Fed/FDIC/OCC long-term debt proposal Regulation O

Infrastructure Investment Financial Stability Issues Stewardship Investment manager passivity requirements Exchange Traded Products Sustainability Disclosure Rule 15c2-11 Money Market Fund Reform U.S. Treasury Market Structure Proxy Process Secure 2.0 Digital Assets Equity Market Structure Central Counter Party Risk Swap Block Sizes Uncleared Margin Rules SEC Outsourcing Proposal SEC Open-End Fund Liquidity Risk Management and Swing Pricing Proposal SEC Safeguarding/Custody Rule SEC Predictive Data Analytics Outbound Investments General briefings on compliance with applicable federal law Accredited Investor Status for IRA investments SEC Rule 3b-16, Reg ATS/Definition of Exchange SEC Treasury Clearing Rule SEC Dealer Definition Rule Private Credit Regulation FERC blanket authorization AI Basel III/GSIB Capital Rules CFTC Proposed Guidance on Listing VCC Derivatives CFTC 1.25 Proposal Closed-end funds DOL Fiduciary Rule QPAM Fed/FDIC/OCC long-term debt proposal FDIC - Change in Bank Control Act proposal Common ownership Regulation O ETF share class Stablecoin legislation Crypto regulation Tokenization

DOL fiduciary proposal 403.b investment parity Secure 2.0 QPAM Child Savings Accounts Access Issues Emergency Savings Accounts Retirement Tax Advantage Private assets in 401ks

852b6 Accredited Investor Status for IRA investments Municipal Bond Tax Exemption Status Endowment Tax Status