2025 · 2nd Quarter (Apr 1 - June 30)

THE VANGUARD GROUP, INC.

Filed by WILLIAMS AND JENSEN, PLLC.

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Source-reported fields

Filing overview

Type: 2nd Quarter - Report
Posted: Jul 18, 2025
Income: $60,000.00
Expenses: Not reported
Registrant: WILLIAMS AND JENSEN, PLLC
Client: THE VANGUARD GROUP, INC.
Filing UUID: 6ebc9301-e572-429f-9d08-2f6606b6ebf5
Termination date: Not reported

Literal source text

Lobbying issues and bill citations

FIN · Financial Institutions/Investments/Securities

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

TAX · Taxation/Internal Revenue Code

General tax issues related to mutual funds. Taxation of long term investments. Taxation of RICs and ETFs; H.R. 1, One Big Beautiful Bill Act, potential negative impacts on markets and customers of proposed withholding tax on dividend payments.

Literal federal measure citations: H.R. 1

RET · Retirement

Retirement and savings issues, generally.

Relationship and amount limits

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