2025 fourth_quarter Filing

S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1582, GENIUS Act S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 HR 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 HR 2225, Access to Small Business Investor Capital Act HR 2441, Improving Disclosure for Investors Act of 2025 HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, Increasing Investor Opportunities Act HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3633, Digital Asset Market Clarity Act of 2025 HR 3682, Financial Stability Oversight Council Improvement Act of 2025 HR 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation EO on "Protecting American Investors from Foreign-Owned and Politically-Motivated Proxy Advisors"

HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 5325, Unclaimed Retirement Rescue Plan HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors

S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 591, Defending American Jobs and Investment Act / Section 899 HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions Trump Accounts implementation (HR 1, One Big Beautiful Bill Act) IRC section 852(b)(6)