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1st Quarter - Report · 2026

Filing UUID
d826b459-c8e9-45f6-84d4-85ab4a4048dd
Type
Q1 — 1st Quarter - Report
Period
first_quarter
Year
2026
Posted
2026-04-20 16:00:25
Income (reported)
$30,000
Expenses (reported)
—
Filing document
Open on lda.senate.gov
Registrant (lobbying firm)

MINDSET ADVOCACY, LLC

lobbying and consulting

Contact
SOYOUNG MIN
Phone
+1 202-337-1661
Address
zip:20001, city:Washington, state:DC, street:455 Massachusetts Ave., NW Suite 1200
Client

VESTWELL HOLDINGS, INC

Digital savings platform

State
NY
Country
US
Effective date
2025-11-01
Issues lobbied + lobbyists (2)

RET — Retirement

General retirement issues Trump accounts

Lobbyists:
  • mrs KENDRA KOSKO ISAACSON — covered position: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
  • REBECCA ALCORN — covered position: Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers
  • ms KATHERINE BONNER — covered position: Chief of Staff, Rep. Lloyd Smucker; Legislative Assistant, Rep. Jeb Bradley; Legislative Correspondent, Rep. Jeb Bradley; Staff and Press Assistant, Rep. Jeb Bradley
  • CHARLIE SCHREIBER — covered position: Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee
  • SCOTT SHEWCRAFT — covered position: Chief of Staff, Rep. Bill Foster

Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE; Treasury, Dept of

TAX — Taxation/Internal Revenue Code

General retirement issues General benefits issues 529s HSAs Other savings vehicles Trump accounts

Lobbyists:
  • mrs KENDRA KOSKO ISAACSON — covered position: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
  • REBECCA ALCORN — covered position: Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers
  • ms KATHERINE BONNER — covered position: Chief of Staff, Rep. Lloyd Smucker; Legislative Assistant, Rep. Jeb Bradley; Legislative Correspondent, Rep. Jeb Bradley; Staff and Press Assistant, Rep. Jeb Bradley
  • CHARLIE SCHREIBER — covered position: Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee
  • SCOTT SHEWCRAFT — covered position: Chief of Staff, Rep. Bill Foster

Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE; Treasury, Dept of

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