ROBERT SCHELLHAS

H.R. 1301 / S. 587 - Death Tax Repeal Act of 2025 Issues related to H. Con. Res. 14 - Concurrent Resolution Establishing the Congressional Budget for Fiscal Year 2025 and Setting Forth Appropriate Budgetary Levels for Fiscal Years 2026 Through 2034 Issues related to S. 4279 - Protecting Proper Life Insurance from Abuse Act and Private Placement Life Insurance H.R. 2547 / S. 1335 - Secure Family Futures Act of 2025 H.R. 601 - Estate Tax Rate Reduction Act H.R. 1 / Public Law 119-21 - One Big Beautiful Bill Act Issues related to H.R. 5427 / S. 2845 - Billionaires Income Tax Act H.R. 6324 - Retirement Simplification and Clarity Act H.R. 2696 / S. 1526 - Retirement Savings for Americans Act of 2025 H.R. 8867 - Planning for Long-Term Aging Needs (PLAN) Act H.R. 6438 / S. 4662 - Redistribution of Billions by Instituting New High-Income Obligations on Overlooked Debt Act, or the ROBINHOOD Act Joint Trades Letter to Sens. Moran and Van Hollen re: S. 4498 / ABLE Tomorrow Act

H.R. 1777 / S. 1561 - Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 S. 1208 - Privacy Act Modernization Act of 2025 Issues related to Information Reporting and Transfer for Valuable Consideration Rules for Section 1035 Exchanges of Life Insurance and Certain Other Life Insurance Contract Transactions (REG-108054-21) Issues related to the regulation of nonbank financial institutions H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act H.R. 7187 - Clarity for Compensation Act Finseca Comment Letter to DOL re: RIN 1210-AC38 Joint Trades Coalition Comment Letter to Treasury re: RIN 4030-ZA02 / FSOC Proposal on Nonbank Financial Companies

H.R. 20 / S. 852 - Richard L. Trumka Protecting the Right to Organize Act of 2025 Issues related to E.O. 14330 / Alternative Assets in 401(k)s Issues related to the Department of Labor Retirement Security Rule/Fiduciary Rule and related litigation, including American Council of Life Insurers v. U.S. Department of Labor, No. 4:24-cv-00482-O Finseca Comment Letter to DOL re: RIN 1235-AA46 Coalition Comment Letter to FTC and DOJ re: Guidance on Business Collaborations

Issues related to life insurance.

H.R. 1301 / S. 587 - Death Tax Repeal Act of 2025 Implementation of H. Con.Res. 14, A concurrent resolution establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Issues related to Private Placement Life Insurance H.R.2547 - Secure Family Futures Act of 2025 H.R. 601 - Estate Tax Reduction Act H. R. 1 / Public Law No. 119-21 - One Big Beautiful Bill Act Issues related to Trump Account Implementation Issues related to H.R. 5427 / S. 2845 - Billionaires Income Tax Act Issues related to proposed rule on Alternative Assets in 401k H.R.6324 - Retirement Simplification and Clarity Act

H.R. 1777: Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 S. 1208 Privacy Act Modernization Act of 2025 Issues related to retirement security Information reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (REG103083-18) H.R. 2696 - To establish the American Worker Retirement Plan, improve the financial security of working Americans by facilitating the accumulation of wealth, and for other purposes Issues related to the regulation of nonbank financial institutions H.R. 3383 Invest Act H.R. 7187 Clarity for Compensation - SEC Ensemble Payments / Personal Services Entities No Action Letter H. R. 6438 ROBINHOOD Act (Redistribution of Billions by Instituting New High-Income Obligations on Overlooked Debt Act) Joint Trades Request for Meeting re: SEC overreach on Fixed Indexed Annuities Coalition letter to House re: H.R. 3682 / FSOC Improvement Act Joint Trades Letter to Senate re: H.R. 2478 / S. 2840: Financial Exploitation Prevention Act of 2025