# EDGAR Filing Document

**Accession Number:** 0001709632
**File Stem:** 0001085146-25-004349
**Filing Date:** 2025-7
**Character Count:** 47761
**Document Hash:** 91ed29e4eb6dbe6c94fbc1a410ec0982
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-004349.hdr.sgml**: 20250731

**ACCESSION NUMBER**: 0001085146-25-004349

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250731

**EFFECTIVENESS DATE**: 20250731

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Vest Financial, LLC
- **CENTRAL INDEX KEY:** 0001709632

**ORGANIZATION NAME:**
- **EIN:** 472679230
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20621
- **FILM NUMBER:** 251169071

**BUSINESS ADDRESS:**
- **STREET 1:** 8350 BROAD STREET
- **STREET 2:** SUITE 240
- **CITY:** MCLEAN
- **STATE:** VA
- **ZIP:** 22102
- **BUSINESS PHONE:** 855-979-6060

**MAIL ADDRESS:**
- **STREET 1:** 8350 BROAD STREET
- **STREET 2:** SUITE 240
- **CITY:** MCLEAN
- **STATE:** VA
- **ZIP:** 22102

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CBOE Vest Financial, LLC
- **DATE OF NAME CHANGE:** 20170619

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001709632

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Vest Financial, LLC

**Address:** 8350 Broad St, McLean, VA 22102-5150

**Telephone number:** 855-979-6060

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-20621

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                              | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                              | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Linde Plc                                   | G54950103 | 07/30/2024     | To approve, on an advisory and non-binding basis, the compensation of Linde plc's Named Executive Officers, as disclosed in the 2024 Proxy statement.                                                                         | SECTION 14A SAY-ON-PAY VOTES |           2625 |                0 | FOR         |                                     2625 | FOR                         |  |
| NIKE, Inc.                                  | 654106103 | 09/10/2024     | To approve executive compensation by an advisory vote.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           3436 |                0 | FOR         |                                     3436 | FOR                         |  |
| FedEx Corporation                           | 31428X106 | 09/23/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            405 |                0 | FOR         |                                      405 | FOR                         |  |
| The Procter  Gamble Company                 | 742718109 | 10/08/2024     | Advisory Vote to Approve the Company's Executive Compensation (the "Say on Pay" vote)                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           3190 |                0 | FOR         |                                     3190 | FOR                         |  |
| Medtronic Plc                               | G5960L103 | 10/17/2024     | Approving, on an advisory basis, the Company's executive compensation;                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           2738 |                0 | FOR         |                                     2738 | FOR                         |  |
| Oracle Corporation                          | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named Executive Officers                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           2438 |                0 | AGAINST     |                                     2438 | AGAINST                     |  |
| Cisco Systems, Inc.                         | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          14472 |                0 | FOR         |                                    14472 | FOR                         |  |
| Microsoft Corporation                       | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote")                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           7952 |                0 | FOR         |                                     7952 | FOR                         |  |
| Costco Wholesale Corporation                | 22160K105 | 01/23/2025     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            582 |                0 | FOR         |                                      582 | FOR                         |  |
| Intuit Inc.                                 | 461202103 | 01/23/2025     | Advisory vote to approve Intuit's executive compensation (say-on-pay)                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            174 |                0 | FOR         |                                      174 | FOR                         |  |
| Visa Inc.                                   | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           2326 |                0 | FOR         |                                     2326 | FOR                         |  |
| Emerson Electric Co.                        | 291011104 | 02/04/2025     | Approval, by non-binding advisory vote, of Emerson Electric Co. executive compensation.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           1364 |                0 | FOR         |                                     1364 | FOR                         |  |
| Accenture plc                               | G1151C101 | 02/06/2025     | To approve, in a non-binding vote, the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            944 |                0 | FOR         |                                      944 | FOR                         |  |
| Apple Inc.                                  | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          15581 |                0 | FOR         |                                    15581 | FOR                         |  |
| Deere  Company                              | 244199105 | 02/26/2025     | Advisory vote to approve executive compensation ("say-on-pay")                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            582 |                0 | FOR         |                                      582 | FOR                         |  |
| Applied Materials, Inc.                     | 038222105 | 03/06/2025     | Approval, on an advisory basis, of the compensation of Applied Materials' named executive officers for fiscal year 2024.                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           1167 |                0 | FOR         |                                     1167 | FOR                         |  |
| Starbucks Corporation                       | 855244109 | 03/12/2025     | Approve, on an advisory, nonbinding basis, the compensation of our named executive officers                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           2368 |                0 | FOR         |                                     2368 | FOR                         |  |
| QUALCOMM Incorporated                       | 747525103 | 03/18/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           1575 |                0 | FOR         |                                     1575 | FOR                         |  |
| The Walt Disney Company                     | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           1948 |                0 | FOR         |                                     1948 | FOR                         |  |
| U.S. Bancorp                                | 902973304 | 04/15/2025     | An advisory vote to approve the compensation of our executives disclosed in the proxy statement.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           2778 |                0 | FOR         |                                     2778 | FOR                         |  |
| Texas Instruments Incorporated              | 882508104 | 04/17/2025     | Board proposal regarding advisory approval of the Company's executive compensation.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           1870 |                0 | FOR         |                                     1870 | FOR                         |  |
| Broadcom Inc.                               | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           9581 |                0 | FOR         |                                     9581 | FOR                         |  |
| Adobe Inc.                                  | 00724F101 | 04/22/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            978 |                0 | FOR         |                                      978 | FOR                         |  |
| Bank of America Corporation                 | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          11903 |                0 | AGAINST     |                                    11903 | AGAINST                     |  |
| Eaton Corporation plc                       | G29183103 | 04/23/2025     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           1298 |                0 | FOR         |                                     1298 | FOR                         |  |
| The Goldman Sachs Group, Inc.               | 38141G104 | 04/23/2025     | Advisory Vote to Approve Executive Compensation (Say on Pay)                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            679 |                0 | AGAINST     |                                      679 | AGAINST                     |  |
| Johnson  Johnson                            | 478160104 | 04/24/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           4372 |                0 | FOR         |                                     4372 | FOR                         |  |
| Pfizer Inc.                                 | 717081103 | 04/24/2025     | 2025 advisory approval of executive compensation                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          10292 |                0 | AGAINST     |                                    10292 | AGAINST                     |  |
| The Boeing Company                          | 097023105 | 04/24/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           2455 |                0 | FOR         |                                     2455 | FOR                         |  |
| Abbott Laboratories                         | 002824100 | 04/25/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           5015 |                0 | FOR         |                                     5015 | FOR                         |  |
| American Express Company                    | 025816109 | 04/29/2025     | Approval, on an advisory basis, of the Company's executive compensation.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           1104 |                0 | FOR         |                                     1104 | FOR                         |  |
| Citigroup Inc.                              | 172967424 | 04/29/2025     | Advisory vote to approve our 2024 Executive Compensation.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           3372 |                0 | FOR         |                                     3372 | FOR                         |  |
| International Business Machines Corporation | 459200101 | 04/29/2025     | Advisory Vote on Executive Compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           2057 |                0 | FOR         |                                     2057 | FOR                         |  |
| Wells Fargo  Company                        | 949746101 | 04/29/2025     | Advisory vote to approve executive compensation (Say on Pay).                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           4737 |                0 | FOR         |                                     4737 | FOR                         |  |
| The Coca-Cola Company                       | 191216100 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           6619 |                0 | FOR         |                                     6619 | FOR                         |  |
| Duke Energy Corporation                     | 26441C204 | 05/01/2025     | Advisory vote to approve Duke Energy's named executive officer compensation                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           4122 |                0 | FOR         |                                     4122 | FOR                         |  |
| Intuitive Surgical, Inc.                    | 46120E602 | 05/01/2025     | To approve, by advisory vote, the compensation of the Company's Named Executive Officers.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           1030 |                0 | FOR         |                                     1030 | FOR                         |  |
| RTX Corporation                             | 75513E101 | 05/01/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           4372 |                0 | FOR         |                                     4372 | FOR                         |  |
| Eli Lilly and Company                       | 532457108 | 05/05/2025     | Approval, on an advisory basis, of the compensation paid to the company's named executive officers.                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           1432 |                0 | FOR         |                                     1432 | FOR                         |  |
| Uber Technologies, Inc.                     | 90353T100 | 05/05/2025     | Advisory vote to approve 2024 named executive officer compensation.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           5257 |                0 | FOR         |                                     5257 | FOR                         |  |
| Bristol-Myers Squibb Company                | 110122108 | 05/06/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           3661 |                0 | FOR         |                                     3661 | FOR                         |  |
| Danaher Corporation                         | 235851102 | 05/06/2025     | To approve on an advisory basis the Company's named executive officer compensation.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           1157 |                0 | FOR         |                                     1157 | FOR                         |  |
| GE Aerospace                                | 369604301 | 05/06/2025     | Advisory Approval of Our Named Executives' Compensation                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           3527 |                0 | AGAINST     |                                     3527 | AGAINST                     |  |
| Intel Corporation                           | 458140100 | 05/06/2025     | Advisory vote on executive compensation (Say-On-Pay).                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           8788 |                0 | AGAINST     |                                     8788 | AGAINST                     |  |
| Gilead Sciences, Inc.                       | 375558103 | 05/07/2025     | To approve, on an advisory basis, the compensation of our Named Executive Officers as presented in the Proxy Statement.                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           2250 |                0 | FOR         |                                     2250 | FOR                         |  |
| PepsiCo, Inc.                               | 713448108 | 05/07/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           2944 |                0 | FOR         |                                     2944 | FOR                         |  |
| Philip Morris International Inc.            | 718172109 | 05/07/2025     | Advisory Vote Approving Executive Compensation                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           3315 |                0 | FOR         |                                     3315 | FOR                         |  |
| S Global Inc.                               | 78409V104 | 05/07/2025     | Approve, on an advisory basis, the executive compensation program for the Company's named executive officers, as described in the Proxy Statement;                                                                            | SECTION 14A SAY-ON-PAY VOTES |            683 |                0 | AGAINST     |                                      683 | AGAINST                     |  |
| Union Pacific Corporation                   | 907818108 | 05/08/2025     | Approve, by non-binding vote, the compensation of the Company's Named Executive Officers ("Say on Pay").                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           1513 |                0 | FOR         |                                     1513 | FOR                         |  |
| United Parcel Service, Inc.                 | 911312106 | 05/08/2025     | To approve on an advisory basis named executive officer compensation.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           1823 |                0 | FOR         |                                     1823 | FOR                         |  |
| AbbVie Inc.                                 | 00287Y109 | 05/09/2025     | Say on Pay - An advisory vote on the approval of executive compensation                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           3184 |                0 | FOR         |                                     3184 | FOR                         |  |
| Colgate-Palmolive Company                   | 194162103 | 05/09/2025     | Advisory vote on executive compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           1583 |                0 | FOR         |                                     1583 | FOR                         |  |
| Lockheed Martin Corporation                 | 539830109 | 05/09/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers (Say-on-Pay)                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            693 |                0 | FOR         |                                      693 | FOR                         |  |
| 3M Company                                  | 88579Y101 | 05/13/2025     | Advisory approval of executive compensation.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           1778 |                0 | FOR         |                                     1778 | FOR                         |  |
| ConocoPhillips                              | 20825C104 | 05/13/2025     | Advisory Approval of Executive Compensation.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           3556 |                0 | FOR         |                                     3556 | FOR                         |  |
| Waste Management, Inc.                      | 94106L109 | 05/13/2025     | Approval, on an advisory basis, of our executive compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           4246 |                0 | FOR         |                                     4246 | FOR                         |  |
| Advanced Micro Devices, Inc.                | 007903107 | 05/14/2025     | Approve on a non-binding, advisory basis the compensation of the named executive officers, as disclosed in this proxy statement pursuant to the compensation disclosure rules of the U.S. Securities and Exchange Commission. | SECTION 14A SAY-ON-PAY VOTES |           3313 |                0 | FOR         |                                     3313 | FOR                         |  |
| American Tower Corporation                  | 03027X100 | 05/14/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           6869 |                0 | FOR         |                                     6869 | FOR                         |  |
| Elevance Health, Inc.                       | 036752103 | 05/14/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            667 |                0 | FOR         |                                      667 | FOR                         |  |
| Altria Group, Inc.                          | 02209S103 | 05/15/2025     | Non-Binding Advisory Vote to Approve the Compensation of Altria's Named Executive Officers                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           2721 |                0 | FOR         |                                     2721 | FOR                         |  |
| AT Inc.                                     | 00206R102 | 05/15/2025     | Advisory Approval of Executive Compensation                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          14084 |                0 | FOR         |                                    14084 | FOR                         |  |
| BlackRock, Inc.                             | 09290D101 | 05/15/2025     | Approval, in a non-binding advisory vote, of the compensation for named executive officers.                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            313 |                0 | AGAINST     |                                      313 | AGAINST                     |  |
| Chubb Limited                               | H1467J104 | 05/15/2025     | Advisory vote to approve executive compensation under U.S. securities law requirements                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           3792 |                0 | FOR         |                                     3792 | FOR                         |  |
| CVS Health Corporation                      | 126650100 | 05/15/2025     | Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive Compensation.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           3618 |                0 | AGAINST     |                                     3618 | AGAINST                     |  |
| Morgan Stanley                              | 617446448 | 05/15/2025     | To approve the compensation of executives as disclosed in the proxy statement (non-binding advisory vote)                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           2668 |                0 | FOR         |                                     2668 | FOR                         |  |
| Honeywell International Inc.                | 438516106 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           2129 |                0 | FOR         |                                     2129 | FOR                         |  |
| JPMorgan Chase  Co.                         | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           4991 |                0 | FOR         |                                     4991 | FOR                         |  |
| McDonald's Corporation                      | 580135101 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           2165 |                0 | FOR         |                                     2165 | FOR                         |  |
| Amazon.com, Inc.                            | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          15433 |                0 | AGAINST     |                                    15433 | AGAINST                     |  |
| Mondelez International, Inc.                | 609207105 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           2851 |                0 | FOR         |                                     2851 | FOR                         |  |
| The Southern Company                        | 842587107 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           5828 |                0 | FOR         |                                     5828 | FOR                         |  |
| Thermo Fisher Scientific Inc.               | 883556102 | 05/21/2025     | An advisory vote to approve named executive officer compensation.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            692 |                0 | AGAINST     |                                      692 | AGAINST                     |  |
| NextEra Energy, Inc.                        | 65339F101 | 05/22/2025     | Approval, by non-binding advisory vote, of NextEra Energy's compensation of its named executive officers as disclosed in the proxy statement.                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          10926 |                0 | FOR         |                                    10926 | FOR                         |  |
| ServiceNow, Inc.                            | 81762P102 | 05/22/2025     | Advisory vote to approve ServiceNow's named executive officer compensation.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            457 |                0 | FOR         |                                      457 | FOR                         |  |
| The Charles Schwab Corporation              | 808513105 | 05/22/2025     | Advisory approval of named executive officer compensation                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           3219 |                0 | FOR         |                                     3219 | FOR                         |  |
| The Home Depot, Inc.                        | 437076102 | 05/22/2025     | Advisory Vote to Approve Executive Compensation ("Say-on-Pay")                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           1637 |                0 | FOR         |                                     1637 | FOR                         |  |
| Verizon Communications Inc.                 | 92343V104 | 05/22/2025     | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           8275 |                0 | FOR         |                                     8275 | FOR                         |  |
| Amgen Inc.                                  | 031162100 | 05/23/2025     | Advisory vote to approve our executive compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            973 |                0 | FOR         |                                      973 | FOR                         |  |
| Merck  Co., Inc.                            | 58933Y105 | 05/27/2025     | Non-binding advisory vote to approve the compensation of our named executive officers.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           4574 |                0 | FOR         |                                     4574 | FOR                         |  |
| Chevron Corporation                         | 166764100 | 05/28/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           4606 |                0 | FOR         |                                     4606 | FOR                         |  |
| Exxon Mobil Corporation                     | 30231G102 | 05/28/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          12113 |                0 | FOR         |                                    12113 | FOR                         |  |
| Meta Platforms, Inc.                        | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                                             | SECTION 14A SAY-ON-PAY VOTES |           3397 |                0 | AGAINST     |                                     3397 | AGAINST                     |  |
| Meta Platforms, Inc.                        | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years.                   | SECTION 14A SAY-ON-PAY VOTES |           3397 |                0 | ONE YEAR    |                                     3397 | AGAINST                     |  |
| Lowe's Companies, Inc.                      | 548661107 | 05/30/2025     | Advisory vote to approve the Company's named executive officer compensation in fiscal 2024.                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            935 |                0 | FOR         |                                      935 | FOR                         |  |
| UnitedHealth Group Incorporated             | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           2624 |                0 | AGAINST     |                                     2624 | AGAINST                     |  |
| Booking Holdings Inc.                       | 09857L108 | 06/03/2025     | Advisory vote to approve 2024 executive compensation.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |             99 |                0 | FOR         |                                       99 | FOR                         |  |
| Netflix, Inc.                               | 64110L106 | 06/05/2025     | Advisory approval of named executive officer compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            662 |                0 | FOR         |                                      662 | FOR                         |  |
| PayPal Holdings, Inc.                       | 70450Y103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           2145 |                0 | FOR         |                                     2145 | FOR                         |  |
| Salesforce, Inc.                            | 79466L302 | 06/05/2025     | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           2105 |                0 | FOR         |                                     2105 | FOR                         |  |
| Walmart Inc.                                | 931142103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           7203 |                0 | FOR         |                                     7203 | FOR                         |  |
| The TJX Companies, Inc.                     | 872540109 | 06/10/2025     | Advisory approval of TJX's executive compensation (the say-on-pay vote)                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           1846 |                0 | FOR         |                                     1846 | FOR                         |  |
| Caterpillar, Inc.                           | 149123101 | 06/11/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           1568 |                0 | FOR         |                                     1568 | FOR                         |  |
| Target Corporation                          | 87612E106 | 06/11/2025     | Company proposal to approve, on an advisory basis, our executive compensation (Say on Pay).                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            763 |                0 | FOR         |                                      763 | FOR                         |  |
| MetLife, Inc.                               | 59156R108 | 06/17/2025     | Advisory (non-binding) vote to approve the compensation paid to MetLife, Inc.'s Named Executive Officers                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           5849 |                0 | FOR         |                                     5849 | FOR                         |  |
| Comcast Corporation                         | 20030N101 | 06/18/2025     | Advisory vote on executive compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           5904 |                0 | FOR         |                                     5904 | FOR                         |  |
| Mastercard Incorporated                     | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           1756 |                0 | FOR         |                                     1756 | FOR                         |  |
| NVIDIA Corporation                          | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          35799 |                0 | FOR         |                                    35799 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Vest Financial, LLC

**By (Signature):** Jeremy Sperlazza

**By (Printed Signature):** Jeremy Sperlazza

**By (Title):** Chief Legal Officer; Chief Compliance Officer

**Date:** 07/30/2025