General tax issues related to mutual funds. Taxation of long term investments. Taxation of RICs and ETFs; potential negative impacts on markets and customers of proposed withholding tax on dividend payments.
2025 · 4th Quarter (Oct 1 - Dec 31)
THE VANGUARD GROUP, INC.
Filed by WILLIAMS AND JENSEN, PLLC.
Open official filingSource-reported fields
Filing overview
- Type
- 4th Quarter - Report
- Posted
- Jan 20, 2026
- Income
- $60,000.00
- Expenses
- Not reported
- Registrant
- WILLIAMS AND JENSEN, PLLC
- Client
- THE VANGUARD GROUP, INC.
- Filing UUID
- 176b4893-6514-4b72-ab48-ff3cd8e34e74
- Termination date
- Not reported
Literal source text
Lobbying issues and bill citations
Retirement and savings issues, generally.
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues; outbound investment legislation. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; Issues related to index funds; issues related to access to investment opportunities; issues related to products and markets.
Literal federal measure citations: H.R. 1033, S.424, H.R. 2441
Relationship and amount limits
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