# EDGAR Filing Document

**Accession Number:** 0002001900
**File Stem:** 0001420506-25-002438
**Filing Date:** 2025-8
**Character Count:** 51876
**Document Hash:** 7848434f1647c592cb37736709f48add
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001420506-25-002438.hdr.sgml**: 20250826

**ACCESSION NUMBER**: 0001420506-25-002438

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250826

**EFFECTIVENESS DATE**: 20250826

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Modern Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0002001900

**ORGANIZATION NAME:**
- **EIN:** 301333747
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23804
- **FILM NUMBER:** 251254408

**BUSINESS ADDRESS:**
- **STREET 1:** 13550 W 95TH ST.
- **CITY:** LENEXA
- **STATE:** KS
- **ZIP:** 66215
- **BUSINESS PHONE:** 9138251000

**MAIL ADDRESS:**
- **STREET 1:** 13550 W 95TH ST.
- **CITY:** LENEXA
- **STATE:** KS
- **ZIP:** 66215

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

## N-PX: Filer Information

**Filer CIK:** 0002001900

**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:** Modern Wealth Management, LLC

**Address:** 13550 W 95TH ST., LENEXA, KS 66215

**Telephone number:** 9138251000

**Name of agent for service:** Lindsay Marie Rider

**Agent Address:** 12872 Cook Court, Thornton, CO 80241-2146

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

**SEC File Number:** 150-15131

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Lithium Argentina AG                   | H5012F103 | 08/26/2024     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            600 |                0 | For         |                                      600 | FOR                         |  |
| Lithium Argentina AG                   | H5012F103 | 06/19/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            600 |                0 | For         |                                      600 | FOR                         |  |
| Norwegian Cruise Line Holdings Ltd     | G66721104 | 06/12/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |              4 |                0 | For         |                                        4 | FOR                         |  |
| Nutrien Ltd                            | 67077M108 | 05/07/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | For         |                                      200 | FOR                         |  |
| Joby Aviation Inc                      | G65163100 | 06/06/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           2022 |                0 | For         |                                     2022 | FOR                         |  |
| Accenture plc                          | G1151C101 | 02/06/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             70 |                0 | For         |                                       70 | FOR                         |  |
| Allegion plc                           | G0176J109 | 06/05/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             75 |                0 | For         |                                       75 | FOR                         |  |
| Trane Technologies plc                 | G8994E103 | 06/05/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            105 |                0 | For         |                                      105 | FOR                         |  |
| Willis Towers Watson Public Limited Co | G96629103 | 05/15/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | For         |                                      200 | FOR                         |  |
| Arcadium Lithium PLC                   | G0508H110 | 07/25/2024     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           5762 |                0 | For         |                                     5762 | FOR                         |  |
| 23andMe Holding Co                     | 90138Q108 | 08/26/2024     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             20 |                0 | For         |                                       20 | FOR                         |  |
| 3M Co.                                 | 88579Y101 | 05/13/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            745 |                0 | For         |                                      745 | FOR                         |  |
| Abbott Laboratories                    | 002824100 | 04/25/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            800 |                0 | For         |                                      800 | FOR                         |  |
| Abbvie Inc                             | 00287Y109 | 05/09/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |          12269 |                0 | For         |                                    12269 | FOR                         |  |
| Adobe Inc                              | 00724F101 | 04/22/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           4897 |                0 | For         |                                     4897 | FOR                         |  |
| Airbnb Inc                             | 009066101 | 06/04/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |              5 |                0 | For         |                                        5 | FOR                         |  |
| Albemarle Corp.                        | 012653101 | 05/06/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | For         |                                       50 | FOR                         |  |
| Allstate Corp (The)                    | 020002101 | 05/29/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | For         |                                      200 | FOR                         |  |
| Altria Group Inc.                      | 02209S103 | 05/15/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1350 |                0 | For         |                                     1350 | FOR                         |  |
| Amazon.com Inc.                        | 023135106 | 05/21/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |          14590 |                0 | For         |                                    14590 | FOR                         |  |
| American Electric Power Company Inc.   | 025537101 | 04/29/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            150 |                0 | For         |                                      150 | FOR                         |  |
| American Express Co.                   | 025816109 | 04/29/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            250 |                0 | For         |                                      250 | FOR                         |  |
| American Tower Corp.                   | 03027X100 | 05/14/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            190 |                0 | For         |                                      190 | FOR                         |  |
| Apple Inc                              | 037833100 | 02/25/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |          16019 |                0 | For         |                                    16019 | FOR                         |  |
| Archer Daniels Midland Co.             | 039483102 | 05/08/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            700 |                0 | For         |                                      700 | FOR                         |  |
| AT, Inc.                               | 00206R102 | 05/15/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            370 |                0 | For         |                                      370 | FOR                         |  |
| Autodesk Inc.                          | 052769106 | 06/18/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |              2 |                0 | For         |                                        2 | FOR                         |  |
| Autozone Inc.                          | 053332102 | 12/18/2024     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             26 |                0 | For         |                                       26 | FOR                         |  |
| Badger Meter Inc.                      | 056525108 | 04/25/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             30 |                0 | For         |                                       30 | FOR                         |  |
| Bank Of America Corp.                  | 060505104 | 04/22/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            900 |                0 | For         |                                      900 | FOR                         |  |
| Block Inc                              | 852234103 | 06/17/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            150 |                0 | For         |                                      150 | FOR                         |  |
| Boeing Co.                             | 097023105 | 04/24/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            150 |                0 | For         |                                      150 | FOR                         |  |
| Bristol-Myers Squibb Co.               | 110122108 | 05/06/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            600 |                0 | For         |                                      600 | FOR                         |  |
| Broadcom Inc                           | 11135F101 | 04/21/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            430 |                0 | For         |                                      430 | FOR                         |  |
| Broadridge Financial Solutions, Inc.   | 11133T103 | 11/14/2024     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |          13165 |                0 | For         |                                    13165 | FOR                         |  |
| Bumble Inc                             | 12047B105 | 06/05/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             10 |                0 | For         |                                       10 | FOR                         |  |
| Carrier Global Corp                    | 14448C104 | 04/09/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            395 |                0 | For         |                                      395 | FOR                         |  |
| Caterpillar Inc.                       | 149123101 | 06/11/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            485 |                0 | For         |                                      485 | FOR                         |  |
| CDW Corp.                              | 12514G108 | 05/20/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |          11567 |                0 | For         |                                    11567 | FOR                         |  |
| Cencora Inc.                           | 03073E105 | 03/06/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             15 |                0 | For         |                                       15 | FOR                         |  |
| Chevron Corp.                          | 166764100 | 05/28/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |          15766 |                0 | For         |                                    15766 | FOR                         |  |
| Cincinnati Financial Corp.             | 172062101 | 05/05/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            554 |                0 | For         |                                      554 | FOR                         |  |
| Citigroup Inc                          | 172967424 | 04/29/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |              1 |                0 | For         |                                        1 | FOR                         |  |
| Cleveland-Cliffs Inc                   | 185899101 | 05/15/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |              6 |                0 | For         |                                        6 | FOR                         |  |
| CME Group Inc                          | 12572Q105 | 05/08/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |          11240 |                0 | For         |                                    11240 | FOR                         |  |
| Coca-Cola Co                           | 191216100 | 04/30/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           4964 |                0 | For         |                                     4964 | FOR                         |  |
| Comcast Corp                           | 20030N101 | 06/18/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1642 |                0 | For         |                                     1642 | FOR                         |  |
| Comfort Systems USA, Inc.              | 199908104 | 05/16/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            120 |                0 | For         |                                      120 | FOR                         |  |
| Conoco Phillips                        | 20825C104 | 05/13/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            596 |                0 | For         |                                      596 | FOR                         |  |
| Constellation Energy Corp              | 21037T109 | 04/29/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            371 |                0 | For         |                                      371 | FOR                         |  |
| Costco Wholesale Corp                  | 22160K105 | 01/23/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           3576 |                0 | For         |                                     3576 | FOR                         |  |
| CSX Corp.                              | 126408103 | 05/07/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           4081 |                0 | For         |                                     4081 | FOR                         |  |
| D.R. Horton Inc.                       | 23331A109 | 01/16/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             34 |                0 | For         |                                       34 | FOR                         |  |
| Deere  Co.                             | 244199105 | 02/26/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            175 |                0 | For         |                                      175 | FOR                         |  |
| Dow Inc                                | 260557103 | 04/10/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1346 |                0 | For         |                                     1346 | FOR                         |  |
| DraftKings Inc.                        | 26142V105 | 05/19/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            573 |                0 | For         |                                      573 | FOR                         |  |
| DuPont de Nemours Inc                  | 26614N102 | 05/22/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1132 |                0 | For         |                                     1132 | FOR                         |  |
| Edison International                   | 281020107 | 04/24/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1200 |                0 | For         |                                     1200 | FOR                         |  |
| Emcor Group, Inc.                      | 29084Q100 | 06/05/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             17 |                0 | For         |                                       17 | FOR                         |  |
| Evercore Inc                           | 29977A105 | 06/11/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             26 |                0 | For         |                                       26 | FOR                         |  |
| Exelon Corp.                           | 30161N101 | 04/29/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1115 |                0 | For         |                                     1115 | FOR                         |  |
| Extra Space Storage Inc.               | 30225T102 | 05/21/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |          12053 |                0 | For         |                                    12053 | FOR                         |  |
| Exxon Mobil Corp.                      | 30231G102 | 05/28/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |          21811 |                0 | For         |                                    21811 | FOR                         |  |
| Fidelity National Financial Inc        | 31620R303 | 06/11/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             70 |                0 | For         |                                       70 | FOR                         |  |
| First Financial Bankshares, Inc.       | 32020R109 | 04/29/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1537 |                0 | For         |                                     1537 | FOR                         |  |
| Freeport-McMoRan Inc                   | 35671D857 | 06/11/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1502 |                0 | For         |                                     1502 | FOR                         |  |
| GE Vernova Inc.                        | 36828A101 | 05/14/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             41 |                0 | For         |                                       41 | FOR                         |  |
| General Dynamics Corp.                 | 369550108 | 05/07/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            687 |                0 | For         |                                      687 | FOR                         |  |
| General Mills, Inc.                    | 370334104 | 09/24/2024     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            904 |                0 | For         |                                      904 | FOR                         |  |
| Home Depot, Inc.                       | 437076102 | 05/22/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           6097 |                0 | For         |                                     6097 | FOR                         |  |
| Honeywell International Inc.           | 438516106 | 05/20/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            340 |                0 | For         |                                      340 | FOR                         |  |
| Hubbell Inc.                           | 443510607 | 05/06/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             11 |                0 | For         |                                       11 | FOR                         |  |
| HubSpot Inc                            | 443573100 | 06/04/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             25 |                0 | For         |                                       25 | FOR                         |  |
| Illinois Tool Works, Inc.              | 452308109 | 05/02/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            120 |                0 | For         |                                      120 | FOR                         |  |
| Illumina Inc                           | 452327109 | 05/21/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |              1 |                0 | For         |                                        1 | FOR                         |  |
| Ingersoll-Rand Inc                     | 45687V106 | 06/12/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            198 |                0 | For         |                                      198 | FOR                         |  |
| Intel Corp.                            | 458140100 | 05/06/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           2000 |                0 | For         |                                     2000 | FOR                         |  |
| Johnson  Johnson                       | 478160104 | 04/24/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           2095 |                0 | For         |                                     2095 | FOR                         |  |
| JPMorgan Chase  Co.                    | 46625H100 | 05/20/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |          16808 |                0 | For         |                                    16808 | FOR                         |  |
| Knife River Corp                       | 498894104 | 05/22/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            853 |                0 | For         |                                      853 | FOR                         |  |
| Kraft Heinz Co                         | 500754106 | 05/08/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            138 |                0 | For         |                                      138 | FOR                         |  |
| Lilly(Eli)  Co                         | 532457108 | 05/05/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           4013 |                0 | For         |                                     4013 | FOR                         |  |
| Lincoln Electric Holdings, Inc.        | 533900106 | 04/24/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           8110 |                0 | For         |                                     8110 | FOR                         |  |
| Lockheed Martin Corp.                  | 539830109 | 05/09/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            410 |                0 | For         |                                      410 | FOR                         |  |
| Lowe`s Cos., Inc.                      | 548661107 | 05/30/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             64 |                0 | For         |                                       64 | FOR                         |  |
| Markel Group Inc                       | 570535104 | 05/21/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1436 |                0 | For         |                                     1436 | FOR                         |  |
| McDonald`s Corp                        | 580135101 | 05/20/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            759 |                0 | For         |                                      759 | FOR                         |  |
| Merck  Co Inc                          | 58933Y105 | 05/27/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            651 |                0 | For         |                                      651 | FOR                         |  |
| Meta Platforms Inc                     | 30303M102 | 05/28/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            324 |                0 | For         |                                      324 | FOR                         |  |
| Metlife Inc                            | 59156R108 | 06/17/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            170 |                0 | For         |                                      170 | FOR                         |  |
| MGIC Investment Corp                   | 552848103 | 04/24/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            225 |                0 | For         |                                      225 | FOR                         |  |
| Microsoft Corporation                  | 594918104 | 12/10/2024     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           7852 |                0 | For         |                                     7852 | FOR                         |  |
| Mondelez International Inc.            | 609207105 | 05/21/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1060 |                0 | For         |                                     1060 | FOR                         |  |
| Monolithic Power System Inc            | 609839105 | 06/12/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           2744 |                0 | For         |                                     2744 | FOR                         |  |
| Murphy USA Inc                         | 626755102 | 05/01/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             12 |                0 | For         |                                       12 | FOR                         |  |
| Netflix Inc.                           | 64110L106 | 06/05/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             35 |                0 | For         |                                       35 | FOR                         |  |
| NextEra Energy Inc                     | 65339F101 | 05/22/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1745 |                0 | For         |                                     1745 | FOR                         |  |
| Nike, Inc.                             | 654106103 | 09/10/2024     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |          17620 |                0 | For         |                                    17620 | FOR                         |  |
| Northern Trust Corp.                   | 665859104 | 04/22/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             80 |                0 | For         |                                       80 | FOR                         |  |
| NVIDIA Corp                            | 67066G104 | 06/25/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1650 |                0 | For         |                                     1650 | FOR                         |  |
| Olin Corp.                             | 680665205 | 05/01/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             15 |                0 | For         |                                       15 | FOR                         |  |
| Opendoor Technologies Inc              | 683712103 | 06/13/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             17 |                0 | For         |                                       17 | FOR                         |  |
| Paccar Inc.                            | 693718108 | 04/29/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            706 |                0 | For         |                                      706 | FOR                         |  |
| PepsiCo Inc                            | 713448108 | 05/07/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           3284 |                0 | For         |                                     3284 | FOR                         |  |
| Pfizer Inc.                            | 717081103 | 04/24/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            770 |                0 | For         |                                      770 | FOR                         |  |
| Philip Morris International Inc        | 718172109 | 05/07/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1950 |                0 | For         |                                     1950 | FOR                         |  |
| PNC Financial Services Group Inc       | 693475105 | 04/23/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | For         |                                     1000 | FOR                         |  |
| PPG Industries, Inc.                   | 693506107 | 04/17/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            702 |                0 | For         |                                      702 | FOR                         |  |
| Procter  Gamble Co.                    | 742718109 | 10/08/2024     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            400 |                0 | For         |                                      400 | FOR                         |  |
| Progressive Corp.                      | 743315103 | 05/09/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             22 |                0 | For         |                                       22 | FOR                         |  |
| Prudential Financial Inc.              | 744320102 | 05/13/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             33 |                0 | For         |                                       33 | FOR                         |  |
| PulteGroup Inc                         | 745867101 | 04/30/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             51 |                0 | For         |                                       51 | FOR                         |  |
| Quest Diagnostics, Inc.                | 74834L100 | 05/15/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | For         |                                      200 | FOR                         |  |
| Realty Income Corp.                    | 756109104 | 05/13/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1069 |                0 | For         |                                     1069 | FOR                         |  |
| RTX Corp                               | 75513E101 | 05/01/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1531 |                0 | For         |                                     1531 | FOR                         |  |
| S Global Inc                           | 78409V104 | 05/07/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             33 |                0 | For         |                                       33 | FOR                         |  |
| Sempra                                 | 816851109 | 05/13/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1472 |                0 | For         |                                     1472 | FOR                         |  |
| Sherwin-Williams Co.                   | 824348106 | 04/16/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            402 |                0 | For         |                                      402 | FOR                         |  |
| SoFi Technologies Inc                  | 83406F102 | 05/28/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             10 |                0 | For         |                                       10 | FOR                         |  |
| Solventum Corp                         | 83444M101 | 04/30/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            112 |                0 | For         |                                      112 | FOR                         |  |
| Sprouts Farmers Market Inc             | 85208M102 | 05/21/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            246 |                0 | For         |                                      246 | FOR                         |  |
| Stryker Corp.                          | 863667101 | 05/08/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1615 |                0 | For         |                                     1615 | FOR                         |  |
| Target Corp                            | 87612E106 | 06/11/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1146 |                0 | For         |                                     1146 | FOR                         |  |
| Toro Co.                               | 891092108 | 03/18/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |          24605 |                0 | For         |                                    24605 | FOR                         |  |
| U.S. Bancorp.                          | 902973304 | 04/15/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           2475 |                0 | For         |                                     2475 | FOR                         |  |
| Union Pacific Corp.                    | 907818108 | 05/08/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1502 |                0 | For         |                                     1502 | FOR                         |  |
| United Parcel Service, Inc.            | 911312106 | 05/08/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            435 |                0 | For         |                                      435 | FOR                         |  |
| United Rentals, Inc.                   | 911363109 | 05/08/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |              8 |                0 | For         |                                        8 | FOR                         |  |
| Unitedhealth Group Inc                 | 91324P102 | 06/02/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           3765 |                0 | For         |                                     3765 | FOR                         |  |
| Verizon Communications Inc             | 92343V104 | 05/22/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            183 |                0 | For         |                                      183 | FOR                         |  |
| VICI Properties Inc                    | 925652109 | 04/29/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |              7 |                0 | For         |                                        7 | FOR                         |  |
| Visa Inc                               | 92826C839 | 01/28/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            250 |                0 | For         |                                      250 | FOR                         |  |
| W.W. Grainger Inc.                     | 384802104 | 04/30/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |              5 |                0 | For         |                                        5 | FOR                         |  |
| Walmart Inc                            | 931142103 | 06/05/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           1440 |                0 | For         |                                     1440 | FOR                         |  |
| Walt Disney Co (The)                   | 254687106 | 03/20/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            668 |                0 | For         |                                      668 | FOR                         |  |
| Watts Water Technologies, Inc.         | 942749102 | 05/21/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            375 |                0 | For         |                                      375 | FOR                         |  |
| WEC Energy Group Inc                   | 92939U106 | 05/08/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            148 |                0 | For         |                                      148 | FOR                         |  |
| Wells Fargo  Co.                       | 949746101 | 04/29/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            120 |                0 | For         |                                      120 | FOR                         |  |
| Williams Cos Inc                       | 969457100 | 04/29/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            300 |                0 | For         |                                      300 | FOR                         |  |
| Zebra Technologies Corp.               | 989207105 | 05/08/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           5262 |                0 | For         |                                     5262 | FOR                         |  |
| Zoetis Inc                             | 98978V103 | 05/21/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |          11693 |                0 | For         |                                    11693 | FOR                         |  |
| Shopify Inc                            | 82509L107 | 06/17/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            670 |                0 | Against     |                                      670 | FOR                         |  |
| Cisco Systems, Inc.                    | 17275R102 | 12/09/2024     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | Against     |                                      200 | FOR                         |  |
| Corteva Inc                            | 22052L104 | 04/30/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |         554223 |                0 | Against     |                                   554223 | FOR                         |  |
| GE Aerospace                           | 369604301 | 05/06/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            165 |                0 | Against     |                                      165 | FOR                         |  |
| International Flavors  Fragrances Inc. | 459506101 | 05/01/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            235 |                0 | Against     |                                      235 | FOR                         |  |
| Motorola Solutions Inc                 | 620076307 | 05/15/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           6929 |                0 | Against     |                                     6929 | FOR                         |  |
| Nucor Corp.                            | 670346105 | 05/08/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | Against     |                                      100 | FOR                         |  |
| Otis Worldwide Corp                    | 68902V107 | 05/15/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            197 |                0 | Against     |                                      197 | FOR                         |  |
| Phillips 66                            | 718546104 | 05/21/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |            596 |                0 | For         |                                      596 | AGAINST                     |  |
| Rivian Automotive Inc                  | 76954A103 | 06/18/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             10 |                0 | Against     |                                       10 | FOR                         |  |
| Starbucks Corp.                        | 855244109 | 03/12/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           2100 |                0 | Against     |                                     2100 | FOR                         |  |
| Thermo Fisher Scientific Inc.          | 883556102 | 05/21/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |           3901 |                0 | Against     |                                     3901 | FOR                         |  |
| Warner Bros. Discovery Inc             | 934423104 | 06/02/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             88 |                0 | Against     |                                       88 | FOR                         |  |
| Williams-Sonoma, Inc.                  | 969904101 | 06/11/2025     | To approve, by an advisory vote, the compensation of the Company's named executives | SECTION 14A SAY-ON-PAY VOTES |             40 |                0 | Against     |                                       40 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Modern Wealth Management, LLC

**By (Signature):** James Rankin

**By (Printed Signature):** James Rankin

**By (Title):** CCO

**Date:** 08/14/2025