# EDGAR Filing Document

**Accession Number:** 0001172036
**File Stem:** 0001172036-25-000009
**Filing Date:** 2025-12
**Character Count:** 55714
**Document Hash:** b43f0f71e6bc858822db055aa4185d13
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172036-25-000009.hdr.sgml**: 20251215

**ACCESSION NUMBER**: 0001172036-25-000009

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20240630

**FILED AS OF DATE**: 20251215

**EFFECTIVENESS DATE**: 20251215

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SONATA CAPITAL GROUP INC
- **CENTRAL INDEX KEY:** 0001172036

**ORGANIZATION NAME:**
- **EIN:** 912035283
- **STATE OF INCORPORATION:** WA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-10198
- **FILM NUMBER:** 251570459

**BUSINESS ADDRESS:**
- **STREET 1:** 2001 6TH AVE
- **STREET 2:** SUITE 3410
- **CITY:** SEATTLE
- **STATE:** WA
- **ZIP:** 98121
- **BUSINESS PHONE:** 2062564400

**MAIL ADDRESS:**
- **STREET 1:** 2001 6TH AVENUE
- **STREET 2:** SUITE 3410
- **CITY:** SEATTLE
- **STATE:** WA
- **ZIP:** 98121

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

## N-PX: Filer Information

**Filer CIK:** 0001172036

**Date of Report:** 06/30/2024

**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:** SONATA CAPITAL GROUP INC

**Address:** 2001 6TH AVE, SEATTLE, WA 98121

**Telephone number:** 206-256-4400

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2024

**SEC File Number:** 028-10198

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Snowflake, Inc.                    |  | 07/05/2023     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                | SECTION 14A SAY-ON-PAY VOTES |          700   |                0 | FOR         |                                    700   | FOR                         |  |
| Constellation Brands Inc.          |  | 07/17/2023     | To approve, by an advisory vote, the compensation of of the companys named executive officers as disclosed in the Proxy Statement                                  | SECTION 14A SAY-ON-PAY VOTES |          850   |                0 | FOR         |                                    850   | FOR                         |  |
| McKesson Corporation               |  | 07/21/2023     | Advisory vote on executive compensation                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           40   |                0 | FOR         |                                     40   | FOR                         |  |
| Linde PLC                          |  | 07/23/2023     | To approve, on an advisory and non-binding basis, the compensation of Linds PLC's named executive officers, as disclosed in the 2023 proxy statement               | SECTION 14A SAY-ON-PAY VOTES |           34   |                0 | FOR         |                                     34   | FOR                         |  |
| Nike Inc                           |  | 09/11/2023     | To approve executive compensation by an advisory vote                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          457   |                0 | FOR         |                                    457   | FOR                         |  |
| Fedex                              |  | 09/20/2023     | Advisory vote to approve named executive officer compensation                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          150   |                0 | FOR         |                                    150   | FOR                         |  |
| Canopy Growth Corporation          |  | 09/25/2023     | To adopt, on an advisory (non-binding) basis a resolution approving the compensation of the company's named executive officers as described in the proxy statement | SECTION 14A SAY-ON-PAY VOTES |         4021   |                0 | FOR         |                                   4021   | FOR                         |  |
| Procter and Gamble Company         |  | 10/10/2023     | Advisory vote to approve the company's executive compensation                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         2221   |                0 | FOR         |                                   2221   | FOR                         |  |
| Paychex, Inc.                      |  | 10/12/2023     | Advisory vote to approve named execuitve officer compensation                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          220   |                0 | FOR         |                                    220   | FOR                         |  |
| Tapestry Inc.                      |  | 11/02/2023     | Advisory vote to approve the compnay's executive compensation,as discussed and described in the proxy statement                                                    | SECTION 14A SAY-ON-PAY VOTES |           25   |                0 | FOR         |                                     25   | FOR                         |  |
| Oracle Corporation                 |  | 11/15/2023     | Advisory vote to approve the compensation of our named executive officers.                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         4000   |                0 | FOR         |                                   4000   | FOR                         |  |
| Cisco Systems Inc.                 |  | 12/06/2023     | Approval, on an advisory basis, of executive compensation                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         4209   |                0 | FOR         |                                   4209   | FOR                         |  |
| Microsoft Corporation              |  | 12/07/2023     | Advisory vote to approve named execuitve officer compensation (say -0n-pay-vote)                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        29258.2 |                0 | FOR         |                                  29258.2 | FOR                         |  |
| Palo Alto Networks                 |  | 12/11/2023     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                | SECTION 14A SAY-ON-PAY VOTES |         1000   |                0 | FOR         |                                   1000   | FOR                         |  |
| Viatris, Inc.                      |  | 12/15/2023     | Approval of, on a non-binding advisory basis, the 2022 compensation of the named execuitve officers of the company                                                 | SECTION 14A SAY-ON-PAY VOTES |          236   |                0 | FOR         |                                    236   | FOR                         |  |
| Costco Wholesale Corporation       |  | 01/18/2024     | Approval, on an advisory basis, of executive compensation                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         1239   |                0 | FOR         |                                   1239   | FOR                         |  |
| Visa Inc.                          |  | 01/23/2024     | To approve on an advisory basis, the compensation paid to our named executive officers                                                                             | SECTION 14A SAY-ON-PAY VOTES |         1747   |                0 | FOR         |                                   1747   | FOR                         |  |
| Accenture PLC                      |  | 01/31/2024     | To approve, in a non-biding vote, the compensation of our named executive officers                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           15   |                0 | FOR         |                                     15   | FOR                         |  |
| WAFC, Inc.                         |  | 02/13/2024     | Advisory vote on the compensation of WAFD Inc's named executive officers                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          430   |                0 | FOR         |                                    430   | FOR                         |  |
| Apple Inc.                         |  | 02/28/2024     | Advisory vote to approve executive compensation                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        54976.7 |                0 | FOR         |                                  54976.7 | FOR                         |  |
| The Coca-Cola Company              |  | 03/04/2024     | An advisory vote on the approval of executive compensation                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          980   |                0 | FOR         |                                    980   | FOR                         |  |
| Novartis, AG                       |  | 03/06/2024     | Votes on the compensation for the members of the boardand the executive committee                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          798   |                0 | FOR         |                                    798   | FOR                         |  |
| Kulicke and Soffa Industries, Inc. |  | 03/13/2024     | To approve, on a non-binding basis, the compensation of the company's named executive officers                                                                     | SECTION 14A SAY-ON-PAY VOTES |          299   |                0 | FOR         |                                    299   | FOR                         |  |
| Starbucks corporation              |  | 03/13/2024     | To approve, on a non-binding basis, the compensation of the company's named executive officers                                                                     | SECTION 14A SAY-ON-PAY VOTES |         4677   |                0 | FOR         |                                   4677   | FOR                         |  |
| Agilent Technologies, Inc.         |  | 03/14/2024     | To approve, on a non-binding basis, the compensation of the company's named executive officers                                                                     | SECTION 14A SAY-ON-PAY VOTES |           18   |                0 | FOR         |                                     18   | FOR                         |  |
| The Walt Disney Company            |  | 04/03/2024     | Consideration of an advisory vote to approve the Company's executive compensation                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         3032   |                0 | FOR         |                                   3032   | FOR                         |  |
| Carnival Corporation               |  | 04/05/2024     | To hold a non-binding advisory vote to approve executive compensation                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| adobe Inc.                         |  | 04/17/2024     | approve, on an advisory basis, the compensation of our named executive officers,                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          102   |                0 | FOR         |                                    102   | FOR                         |  |
| Sonoco Products Company            |  | 04/17/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                | SECTION 14A SAY-ON-PAY VOTES |          134   |                0 | FOR         |                                    134   | FOR                         |  |
| Carrier Global Corp                |  | 04/18/2024     | Advisory vote to approve named executive officers compensation                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          417   |                0 | FOR         |                                    417   | FOR                         |  |
| American Electric Power            |  | 04/23/2024     | Advisory approval of the Company's executive compensation                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         1262   |                0 | FOR         |                                   1262   | FOR                         |  |
| Newmont Corporation                |  | 04/24/2024     | Advisory vote to approve named executive officers compensation                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| Eaton Corporation PLC              |  | 04/24/2024     | Approving on an advisory basis, the Company's executive compensation                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         1138   |                0 | FOR         |                                   1138   | FOR                         |  |
| Bank of America                    |  | 04/24/2024     | Approving our executive compensation , on advisory, non-binding say-on-pay resolution                                                                              | SECTION 14A SAY-ON-PAY VOTES |         8900   |                0 | FOR         |                                   8900   | FOR                         |  |
| The Goldman Sachs Group, Inc.      |  | 04/24/2024     | Advisory vote to approve executive compensation (say-on-pay)                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           75   |                0 | FOR         |                                     75   | FOR                         |  |
| Canadian National Railway          |  | 04/24/2024     | To approve, on a non-binding basis, the compensation of the company's named executive officers                                                                     | SECTION 14A SAY-ON-PAY VOTES |          695   |                0 | FOR         |                                    695   | FOR                         |  |
| JNJ                                |  | 04/25/2024     | Advisory vote to approve named executive officers compensation                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         3411   |                0 | FOR         |                                   3411   | FOR                         |  |
| Texas Instruments Inc              |  | 04/25/2024     | Board proposal regarding advisory approval of the company's executive compensation                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           50   |                0 | FOR         |                                     50   | FOR                         |  |
| Pfizer, Inc.                       |  | 04/25/2024     | 2024 advisory approval of executive compensation                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         2910   |                0 | FOR         |                                   2910   | FOR                         |  |
| Abbott Laboratories                |  | 04/26/2024     | An advisory vote on the approval of executive compensation                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         1037.2 |                0 | FOR         |                                   1037.2 | FOR                         |  |
| IBM                                |  | 04/30/2024     | Advisory vote on executive compensation                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         1950   |                0 | FOR         |                                   1950   | FOR                         |  |
| Wells Fargo  Company               |  | 04/30/2024     | Advisory vote to approve executive compensation (say-on-pay)                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         2500   |                0 | FOR         |                                   2500   | FOR                         |  |
| Paccar Inc.                        |  | 04/30/2024     | Advisory resolution to approve executive compensation                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         3330   |                0 | FOR         |                                   3330   | FOR                         |  |
| Citigroup Inc.                     |  | 04/30/2024     | Advisory vote to approve our 2023 executive compensation                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         2154   |                0 | FOR         |                                   2154   | FOR                         |  |
| Pepsi Corp                         |  | 05/01/2024     | Approving on an advisory basis, the Company's executive compensation                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          806   |                0 | FOR         |                                    806   | FOR                         |  |
| Kimberly Clark Corporation         |  | 05/02/2024     | Advisory vote to approve named executive officers compensation                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           86   |                0 | FOR         |                                     86   | FOR                         |  |
| RTX Corporation                    |  | 05/02/2024     | Advisory vote to approve named executive officers compensation                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          417   |                0 | FOR         |                                    417   | FOR                         |  |
| Capital One Financial Corporation  |  | 05/02/2024     | Advisory vote to approve executive compensation (say-on-pay)                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          700   |                0 | FOR         |                                    700   | FOR                         |  |
| United Parcel Service, Inc.        |  | 05/02/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                | SECTION 14A SAY-ON-PAY VOTES |           65   |                0 | FOR         |                                     65   | FOR                         |  |
| Huntsman Corporation               |  | 05/02/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         1075   |                0 | FOR         |                                   1075   | FOR                         |  |
| Abbvie                             |  | 05/03/2024     | Advisory vote to approve executive compensation (say-on-pay)                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         2013   |                0 | FOR         |                                   2013   | FOR                         |  |
| Dover Corporation                  |  | 05/03/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                | SECTION 14A SAY-ON-PAY VOTES |         2056   |                0 | FOR         |                                   2056   | FOR                         |  |
| Illinois tool Works Inc.           |  | 05/03/2024     | Advisory vote to approve compensation of ITW's named executive officers                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          500   |                0 | FOR         |                                    500   | FOR                         |  |
| American Express Company           |  | 05/06/2024     | Approving on an advisory basis, the Company's executive compensation                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           88   |                0 | FOR         |                                     88   | FOR                         |  |
| Enbridge Inc.                      |  | 05/06/2024     | Accept Enbridges approach to executive compensation, as disclosed in the Management Information Circular                                                           | SECTION 14A SAY-ON-PAY VOTES |          115   |                0 | FOR         |                                    115   | FOR                         |  |
| Eli Lilly and company              |  | 05/06/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                | SECTION 14A SAY-ON-PAY VOTES |           25   |                0 | FOR         |                                     25   | FOR                         |  |
| General Electric Company           |  | 05/07/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          121   |                0 | FOR         |                                    121   | FOR                         |  |
| Manulife Financial Corporation     |  | 05/07/2024     | Advisory resolution accepting approach to executive compensation                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          455   |                0 | FOR         |                                    455   | FOR                         |  |
| Edwards Lifesciences Corp          |  | 05/07/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          600   |                0 | FOR         |                                    600   | FOR                         |  |
| Intel Corp                         |  | 05/07/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         2361   |                0 | FOR         |                                   2361   | FOR                         |  |
| Bristol Myers Squibb Company       |  | 05/07/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         1431   |                0 | FOR         |                                   1431   | FOR                         |  |
| Yeti Holdings Inc.                 |  | 05/07/2024     | Approval, on an advisory basis, of executive compensation                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          300   |                0 | FOR         |                                    300   | FOR                         |  |
| CSX Corp                           |  | 05/08/2024     | To hold a non-binding advisory vote to approve executive compensation                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          900   |                0 | FOR         |                                    900   | FOR                         |  |
| Columbia Banking System, Inc.      |  | 05/08/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                | SECTION 14A SAY-ON-PAY VOTES |          310   |                0 | FOR         |                                    310   | FOR                         |  |
| Gilead Sciences Inc.               |  | 05/08/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                | SECTION 14A SAY-ON-PAY VOTES |          205   |                0 | FOR         |                                    205   | FOR                         |  |
| Alcon Inc.                         |  | 05/08/2024     | Consultive vote on the 2023 Compensation report                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          139   |                0 | FOR         |                                    139   | FOR                         |  |
| CME Group Inc.                     |  | 05/09/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          167   |                0 | FOR         |                                    167   | FOR                         |  |
| Verizon Communication Inc.         |  | 05/09/2024     | Advisory vote to approve executive compensation (say-on-pay)                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         8339   |                0 | FOR         |                                   8339   | FOR                         |  |
| Stryker Corp                       |  | 05/09/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           72   |                0 | FOR         |                                     72   | FOR                         |  |
| Ford Motor Company                 |  | 05/09/2024     | Say-on-Pay An advisory vote to approve the compensatio of named executive officers                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         1346   |                0 | FOR         |                                   1346   | FOR                         |  |
| Las Vegas Sands Corp               |  | 05/09/2024     | To approve, on a non-binding basis, the compensation of the company's named executive officers                                                                     | SECTION 14A SAY-ON-PAY VOTES |          120   |                0 | FOR         |                                    120   | FOR                         |  |
| Union Pacific Corp                 |  | 05/09/2024     | Say-on-Pay An advisory vote to approve the compensatio of named executive officers                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          527   |                0 | FOR         |                                    527   | FOR                         |  |
| Colgate-Palmolive Corp             |  | 05/10/2024     | Advisory vote to approve executive compensation (say-on-pay)                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          200   |                0 | FOR         |                                    200   | FOR                         |  |
| Weyerhaeuser Company               |  | 05/10/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                | SECTION 14A SAY-ON-PAY VOTES |          192   |                0 | FOR         |                                    192   | FOR                         |  |
| Celanese Corp                      |  | 05/13/2024     | Advisory approval of executive compensation                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           30   |                0 | FOR         |                                     30   | FOR                         |  |
| Draftkings Inc.                    |  | 05/13/2024     | To conduct a non-binding advisory vote on executive compensation                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         3800   |                0 | FOR         |                                   3800   | FOR                         |  |
| 3M Company                         |  | 05/14/2024     | Advisory approval of executive compensation                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           70   |                0 | FOR         |                                     70   | FOR                         |  |
| Skyworks Solutions Inc.            |  | 05/14/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                | SECTION 14A SAY-ON-PAY VOTES |           10   |                0 | FOR         |                                     10   | FOR                         |  |
| Waste Management,Inc.              |  | 05/14/2024     | Approval, on an advisory basis, of executive compensation                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          950   |                0 | FOR         |                                    950   | FOR                         |  |
| Conoco Phillips                    |  | 05/14/2024     | Advisory approval of executive compensation                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         1266   |                0 | FOR         |                                   1266   | FOR                         |  |
| Essex Property Trust, Inc.         |  | 05/14/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| Dutch Brothers                     |  | 05/14/2024     | Approval, on an advisory basis, of executive compensation                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          400   |                0 | FOR         |                                    400   | FOR                         |  |
| The Allstate Corp                  |  | 05/14/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          142   |                0 | FOR         |                                    142   | FOR                         |  |
| Honeywell International            |  | 05/14/2024     | Advisory approval of executive compensation                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          800   |                0 | FOR         |                                    800   | FOR                         |  |
| American Water Works               |  | 05/15/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                | SECTION 14A SAY-ON-PAY VOTES |           37   |                0 | FOR         |                                     37   | FOR                         |  |
| Elevance health Inc.               |  | 05/15/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          216   |                0 | FOR         |                                    216   | FOR                         |  |
| Annaly Capital Management, Inc.    |  | 05/15/2024     | Advisory approval of executive compensation                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           23   |                0 | FOR         |                                     23   | FOR                         |  |
| Blackrock Inc.                     |  | 05/15/2024     | Advisory (non-binding) approval of the frquency of future advisory votes on compensation paid to named executive officers                                          | SECTION 14A SAY-ON-PAY VOTES |           28   |                0 | FOR         |                                     28   | FOR                         |  |
| CVS Health Corp.                   |  | 05/16/2024     | Say-on-Pay An advisory vote to approve the compensatio of named executive officers                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          135   |                0 | FOR         |                                    135   | FOR                         |  |
| ATT                                |  | 05/16/2024     | Advisory approval of executive compensation                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         2098   |                0 | FOR         |                                   2098   | FOR                         |  |
| Altria Group, Inc.                 |  | 05/16/2024     | Advisory (non-binding) approval of the frquency of future advisory votes on compensation paid to named executive officers                                          | SECTION 14A SAY-ON-PAY VOTES |         4864   |                0 | FOR         |                                   4864   | FOR                         |  |
| The Home Depot, Inc.               |  | 05/16/2024     | Say-on-Pay An advisory vote to approve the compensatio of named executive officers                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          579   |                0 | FOR         |                                    579   | FOR                         |  |
| Otis Worldwide Corp                |  | 05/16/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          187   |                0 | FOR         |                                    187   | FOR                         |  |
| The Boeing Company                 |  | 05/17/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                | SECTION 14A SAY-ON-PAY VOTES |         1478   |                0 | FOR         |                                   1478   | FOR                         |  |
| First American Financial Corp      |  | 05/21/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          124   |                0 | FOR         |                                    124   | FOR                         |  |
| JP Morgan Chase  Co.               |  | 05/21/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        10606   |                0 | FOR         |                                  10606   | FOR                         |  |
| Sofi Technologies, Inc.            |  | 05/21/2024     | To approve on an advisory basis, the compensation paid to our named executive officers                                                                             | SECTION 14A SAY-ON-PAY VOTES |          163   |                0 | FOR         |                                    163   | FOR                         |  |
| Coastal Financial Corp             |  | 05/22/2024     | Advisory (non-binding) approval of the frquency of future advisory votes on compensation paid to named executive officers                                          | SECTION 14A SAY-ON-PAY VOTES |          600   |                0 | FOR         |                                    600   | FOR                         |  |
| Markel Group Inc.                  |  | 05/22/2024     | Approval, on an advisory basis, of executive compensation                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            5   |                0 | FOR         |                                      5   | FOR                         |  |
| Zoetis Inc.                        |  | 05/22/2024     | Advisory approval of executive compensation                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         2499   |                0 | FOR         |                                   2499   | FOR                         |  |
| McDonalds Corp                     |  | 05/22/2024     | Advosry vote to approve executive compensation                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         1887   |                0 | FOR         |                                   1887   | FOR                         |  |
| American Tower Corp                |  | 05/22/2024     | To approve on an advisory basis, the compensation paid to our named executive officers                                                                             | SECTION 14A SAY-ON-PAY VOTES |          203   |                0 | FOR         |                                    203   | FOR                         |  |
| PayPal Holdings Inc.               |  | 05/22/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          145   |                0 | FOR         |                                    145   | FOR                         |  |
| Amazon.com Inc.                    |  | 05/22/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        43486   |                0 | FOR         |                                  43486   | FOR                         |  |
| Ross Stores, Inc.                  |  | 05/22/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           99   |                0 | FOR         |                                     99   | FOR                         |  |
| Dexcom, Inc.                       |  | 05/22/2024     | Advisory (non-binding) approval of the frquency of future advisory votes on compensation paid to named executive officers                                          | SECTION 14A SAY-ON-PAY VOTES |           45   |                0 | FOR         |                                     45   | FOR                         |  |
| The Southern Company               |  | 05/22/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         2325   |                0 | FOR         |                                   2325   | FOR                         |  |
| Republic Services Inc              |  | 05/23/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          930   |                0 | FOR         |                                    930   | FOR                         |  |
| Nextera energy, Inc                |  | 05/23/2024     | Advisory (non-binding) approval of the frquency of future advisory votes on compensation paid to named executive officers                                          | SECTION 14A SAY-ON-PAY VOTES |         1480   |                0 | FOR         |                                   1480   | FOR                         |  |
| Total Energies SE                  |  | 05/24/2024     | Approval of the information relating to the compensation of executive and non-executive directors                                                                  | SECTION 14A SAY-ON-PAY VOTES |          550   |                0 | FOR         |                                    550   | FOR                         |  |
| the Trade Desk, Inc.               |  | 05/28/2024     | Advisory (non-binding) approval of the frquency of future advisory votes on compensation paid to named executive officers                                          | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| Merck  Co., Inc.                   |  | 05/28/2024     | Advisory (non-binding) approval of the frquency of future advisory votes on compensation paid to named executive officers                                          | SECTION 14A SAY-ON-PAY VOTES |         6453   |                0 | FOR         |                                   6453   | FOR                         |  |
| Healthcare Services Group          |  | 05/28/2024     | To approve on an advisory basis, the compensation paid to our named executive officers                                                                             | SECTION 14A SAY-ON-PAY VOTES |          200   |                0 | FOR         |                                    200   | FOR                         |  |
| Exxon Mobil Corp                   |  | 05/29/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         3661   |                0 | FOR         |                                   3661   | FOR                         |  |
| Chevron Corp.                      |  | 05/29/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         2028   |                0 | FOR         |                                   2028   | FOR                         |  |
| NXP Semiconductors                 |  | 05/29/2024     | Non-binding, advisory vote to approve named executive officers compensation                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            8   |                0 | FOR         |                                      8   | FOR                         |  |
| Warner Bros                        |  | 06/03/2024     | To approve, on a non-binding basis, the compensation of the company's named executive officers                                                                     | SECTION 14A SAY-ON-PAY VOTES |          471   |                0 | FOR         |                                    471   | FOR                         |  |
| UnitedHealth Group Inc.            |  | 06/03/2024     | Advisory approval of executive compensation                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          897   |                0 | FOR         |                                    897   | FOR                         |  |
| General Motors Company             |  | 06/04/2024     | Approval, on an advisory basis, of executive compensation                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          300   |                0 | FOR         |                                    300   | FOR                         |  |
| Organon  Co.                       |  | 06/04/2024     | To approve, on a non-binding basis, the compensation of the company's named executive officers                                                                     | SECTION 14A SAY-ON-PAY VOTES |          211   |                0 | FOR         |                                    211   | FOR                         |  |
| Netflix, Inc.                      |  | 06/06/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          353   |                0 | FOR         |                                    353   | FOR                         |  |
| Trane Technologies                 |  | 06/06/2024     | To approve on an advisory basis, the compensation paid to our named executive officers                                                                             | SECTION 14A SAY-ON-PAY VOTES |          300   |                0 | FOR         |                                    300   | FOR                         |  |
| Appian Corp                        |  | 06/06/2024     | To approve on an advisory basis, the compensation paid to our named executive officers                                                                             | SECTION 14A SAY-ON-PAY VOTES |           32   |                0 | FOR         |                                     32   | FOR                         |  |
| Nvidia                             |  | 06/06/2024     | Advisory approval of executive compensation                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          755   |                0 | FOR         |                                    755   | FOR                         |  |
| Matterport, Inc.                   |  | 06/10/2024     | To approve on an advisory basis, the compensation paid to our named executive officers                                                                             | SECTION 14A SAY-ON-PAY VOTES |           80   |                0 | FOR         |                                     80   | FOR                         |  |
| Comcast Corp                       |  | 06/10/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          689   |                0 | FOR         |                                    689   | FOR                         |  |
| Caesars Entertainment Inc.         |  | 06/11/2024     | Company Proposal Advisory voe to approve named executive officer compensation                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          400   |                0 | FOR         |                                    400   | FOR                         |  |
| Fidelity National Financial, Inc.  |  | 06/12/2024     | Advisory (non-binding) approval of the frquency of future advisory votes on compensation paid to named executive officers                                          | SECTION 14A SAY-ON-PAY VOTES |        13460   |                0 | FOR         |                                  13460   | FOR                         |  |
| Caterpillar Inc.                   |  | 06/12/2024     | Advisory vote on the compensation of our named executive officers                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          499   |                0 | FOR         |                                    499   | FOR                         |  |
| Target Corp                        |  | 06/12/2024     | Company Proposal Advisory voe to approve named executive officer compensation                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           80   |                0 | FOR         |                                     80   | FOR                         |  |
| W.P. Carey Inc.                    |  | 06/13/2024     | Advisory approval of executive compensation                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          974   |                0 | FOR         |                                    974   | FOR                         |  |
| Zoom Video Communsications, Inc.   |  | 06/13/2024     | Approval, on an advisory basis, of executive compensation                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           15   |                0 | FOR         |                                     15   | FOR                         |  |
| Novamax, Inc.                      |  | 06/13/2024     | The approval on an advisory basis, of the compensation to our named executive officers                                                                             | SECTION 14A SAY-ON-PAY VOTES |           67   |                0 | FOR         |                                     67   | FOR                         |  |
| Crowdstrike Holdings, Inc.         |  | 06/18/2024     | To approve on an advisory basis, the compensation paid to our named executive officers                                                                             | SECTION 14A SAY-ON-PAY VOTES |         1005   |                0 | FOR         |                                   1005   | FOR                         |  |
| Workday, Inc.                      |  | 06/18/2024     | To approve on an advisory basis, the compensation paid to our named executive officers                                                                             | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| Cannae Holdings, Inc.              |  | 06/19/2024     | Approval, on an advisory basis, of executive compensation                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          697   |                0 | FOR         |                                    697   | FOR                         |  |
| Universal Display Corp.            |  | 06/20/2024     | To approve on an advisory basis, the compensation paid to our named executive officers                                                                             | SECTION 14A SAY-ON-PAY VOTES |           80   |                0 | FOR         |                                     80   | FOR                         |  |
| Salesforce, Inc.                   |  | 06/26/2024     | Approval, on an advisory basis, of executive compensation                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         1417   |                0 | FOR         |                                   1417   | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** SONATA CAPITAL GROUP INC

**By (Signature):** Timothy Cummins

**By (Printed Signature):** Timothy Cummins

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

**Date:** 12/15/2025