Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues; equity market structure; 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.
2025 · 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 18, 2025
- Income
- $60,000.00
- Expenses
- Not reported
- Registrant
- WILLIAMS AND JENSEN, PLLC
- Client
- THE VANGUARD GROUP, INC.
- Filing UUID
- 20ef08ee-0803-4df1-a67a-a7a78c69fe70
- Termination date
- Not reported
Literal source text
Lobbying issues and bill citations
General tax issues related to mutual funds. Taxation of long term investments. Taxation of RICs and ETFs.
Retirement and savings issues, generally.
Relationship and amount limits
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