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.
2026 · 1st Quarter (Jan 1 - Mar 31)
THE VANGUARD GROUP, INC.
Filed by WILLIAMS AND JENSEN, PLLC.
Open official filingSource-reported fields
Filing overview
- Type
- 1st Quarter - Report
- Posted
- Apr 17, 2026
- Income
- $60,000.00
- Expenses
- Not reported
- Registrant
- WILLIAMS AND JENSEN, PLLC
- Client
- THE VANGUARD GROUP, INC.
- Filing UUID
- 1afcfefc-4ca6-4d58-a3e8-c0d556acaa46
- 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. 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; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.
Literal federal measure citations: H.R. 1033, S.424, H.R. 2441, HR 3383, H.R. 3682
Relationship and amount limits
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