# EDGAR Filing Document

**Accession Number:** 0001799859
**File Stem:** 0001799859-25-000005
**Filing Date:** 2025-8
**Character Count:** 46408
**Document Hash:** bf0f6dac6bd048e368e7d56588aefd9a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001799859-25-000005.hdr.sgml**: 20250822

**ACCESSION NUMBER**: 0001799859-25-000005

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250822

**EFFECTIVENESS DATE**: 20250822

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Birch Capital Management, LLC
- **CENTRAL INDEX KEY:** 0001799859

**ORGANIZATION NAME:**
- **EIN:** 271904871
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19686
- **FILM NUMBER:** 251245515

**BUSINESS ADDRESS:**
- **STREET 1:** 5503 BENT TREE DRIVE
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75248
- **BUSINESS PHONE:** 2148102824

**MAIL ADDRESS:**
- **STREET 1:** 5503 BENT TREE DRIVE
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75248

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

## N-PX: Filer Information

**Filer CIK:** 0001799859

**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:** Birch Capital Management, LLC

**Address:** 5503 BENT TREE DRIVE, DALLAS, TX 75248

**Telephone number:** 2148102824

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-19686

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| MAINFREIGHT LIMITED                       |  | 07/25/2024     | THAT RICHARD PREBBLE, WHO RETIRES AT THE ANNUAL MEETING, BE PAID 12 MONTHS DIRECTOR FEES UPON HIS RETIREMENT                                                                                                                             | COMPENSATION                 |        16035   |                0 | FOR         |                                  16035   | FOR                         |  |
| J.M. SMUCKER COMPANU                      | 832696405 | 08/14/2024     | Advisory approval of the Company's executive compensation                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| FISHER  PAYKEL HEALTHCARE CORPORATION LTD |  | 08/28/2024     | TO APPROVE THE ISSUE OF PERFORMANCE SHARE RIGHTS TO LEWIS GRADON                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        17171   |                0 | FOR         |                                  17171   | FOR                         |  |
| FISHER  PAYKEL HEALTHCARE CORPORATION LTD |  | 08/28/2024     | TO APPROVE THE ISSUE OF OPTIONS TO LEWIS GRADON                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        17171   |                0 | FOR         |                                  17171   | FOR                         |  |
| NIKE INC                                  | 654106103 | 09/10/2024     | To approve executive compensation by an advisory vote.                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        11485   |                0 | AGAINST     |                                   9605   | AGAINST                     |  |
| FEDEX CORPORATION                         | 31428X106 | 09/23/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         5268   |                0 | FOR         |                                   5268   | FOR                         |  |
| RPM INTERNATIONAL INC.                    | 749685103 | 10/03/2024     | Approve the Company's executive compensation.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          935   |                0 | FOR         |                                    935   | FOR                         |  |
| RPM INTERNATIONAL INC.                    | 749685103 | 10/03/2024     | Approve the Company's 2024 Omnibus Equity and Incentive Plan.                                                                                                                                                                            | COMPENSATION                 |          935   |                0 | FOR         |                                    935   | FOR                         |  |
| REA GROUP LTD                             |  | 10/09/2024     | REMUNERATION REPORT                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         2644   |                0 | FOR         |                                   2644   | FOR                         |  |
| REA GROUP LTD                             |  | 10/09/2024     | GRANT OF PERFORMANCE RIGHTS TO OWEN WILSON                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         2644   |                0 | FOR         |                                   2644   | FOR                         |  |
| PAYCHEX INC                               | 704326107 | 10/10/2024     | ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         7066   |                0 | FOR         |                                   7066   | FOR                         |  |
| ARB CORPORATION LTD                       |  | 10/17/2024     | ADOPTION OF REMUNERATION REPORT                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        11045   |                0 | FOR         |                                  11045   | FOR                         |  |
| EBOS GROUP LTD                            |  | 10/23/2024     | IT IS RESOLVED THAT, PURSUANT TO NZX LISTING RULE 2.11.1 AND ASX LISTING RULE10.17, THE TOTAL REMUNERATION FOR NON-EXECUTIVE DIRECTORS BE INCREASEDBY NZD166,750 FROM NZD1,643,250 TO NZD1,810,000 PER ANNUM WITH EFFECT FROM1 JULY 2024 | SECTION 14A SAY-ON-PAY VOTES |        23197   |                0 | FOR         |                                  23197   | FOR                         |  |
| CARSALES.COM LTD                          |  | 10/25/2024     | ADOPTION OF FY24 REMUNERATION REPORT                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        17320   |                0 | FOR         |                                  17320   | FOR                         |  |
| CARSALES.COM LTD                          |  | 10/25/2024     | GRANT OF RIGHTS TO THE MD AND CEO, IN RESPECT OF THE FY24 STI                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        17320   |                0 | FOR         |                                  17320   | FOR                         |  |
| CARSALES.COM LTD                          |  | 10/25/2024     | GRANT OF PERFORMANCE RIGHTS TO THE MD AND CEO, IN RESPECT OF THE FY25-27LTI                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        17320   |                0 | FOR         |                                  17320   | FOR                         |  |
| CARSALES.COM LTD                          |  | 10/25/2024     | APPROVAL OF AN INCREASE IN THE FEE POOL FOR NON-EXECUTIVE DIRECTORS (NEDS) TO AUD2,500,000                                                                                                                                               | COMPENSATION                 |        17320   |                0 | FOR         |                                  17320   | FOR                         |  |
| CSL LTD                                   |  | 10/29/2024     | ADOPTION OF THE REMUNERATION REPORT                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         1380   |                0 | FOR         |                                   1380   | FOR                         |  |
| CSL LTD                                   |  | 10/29/2024     | APPROVAL OF A GRANT OF PERFORMANCE SHARE UNITS TO THE CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR, DR PAUL MCKENZIE                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         1380   |                0 | FOR         |                                   1380   | FOR                         |  |
| CSL LTD                                   |  | 10/29/2024     | APPROVAL OF INCREASE TO NON-EXECUTIVE DIRECTOR FEE CAP                                                                                                                                                                                   | COMPENSATION                 |         1380   |                0 | FOR         |                                   1380   | NONE                        |  |
| STEADFAST GROUP LTD                       |  | 11/01/2024     | ADOPTION OF THE REMUNERATION REPORT                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |       142576   |                0 | FOR         |                                 142576   | FOR                         |  |
| STEADFAST GROUP LTD                       |  | 11/01/2024     | GRANT OF EQUITY TO MR ROBERT KELLY AM, MANAGING DIRECTOR AND CEO                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |       142576   |                0 | FOR         |                                 142576   | FOR                         |  |
| STEADFAST GROUP LTD                       |  | 11/01/2024     | APPROVAL OF TERMINATION BENEFITS FOR MANAGING DIRECTOR AND CEO                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |       142576   |                0 | FOR         |                                 142576   | FOR                         |  |
| CARDINAL HEALTH, INC.                     | 14149Y108 | 11/06/2024     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        27424   |                0 | FOR         |                                  27424   | FOR                         |  |
| NIB HOLDINGS LTD                          |  | 11/07/2024     | APPROVAL OF PARTICIPATION IN LONG-TERM INCENTIVE PLAN                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        45250   |                0 | FOR         |                                  45250   | FOR                         |  |
| NIB HOLDINGS LTD                          |  | 11/07/2024     | REMUNERATION REPORT                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        45250   |                0 | FOR         |                                  45250   | FOR                         |  |
| ORACLE CORPORATION                        | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensati on of our Named Executive Officers.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         5737   |                0 | FOR         |                                   5737   | FOR                         |  |
| RESMED INC.                               | 761152107 | 11/20/2024     | Approve, on an advisory basis, the compensation paid to our named executive officers, as disclosed in the proxy statement ("say-on-pay").                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        23779   |                0 | FOR         |                                  23779   | FOR                         |  |
| RESMED INC.                               |  | 11/21/2024     | APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION PAID TO OUR NAMED EXECUTIVE OFFICERS, AS DISCLOSED IN THE PROXY STATEMENT (SAY-ON-PAY)                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         4498   |                0 | FOR         |                                   4498   | FOR                         |  |
| CISCO SYSTEMS INC                         | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        63721   |                0 | FOR         |                                  63721   | FOR                         |  |
| MICROSOFT CORPORATION                     | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote")                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        31196   |                0 | FOR         |                                  31196   | FOR                         |  |
| AUTOZONE, INC.                            | 053332102 | 12/18/2024     | Approval of an advisory vote on the compensation of named executive officers.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          163   |                0 | FOR         |                                    163   | FOR                         |  |
| FACTSET RESEARCH SYSTEMS INC.             | 303075105 | 12/19/2024     | To vote on a non-binding advisory resolution to approve the compensation of our named executive officers.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         7636   |                0 | FOR         |                                   7636   | FOR                         |  |
| INTUIT INC.                               | 461202103 | 01/23/2025     | Advisory vote to approve Intuit's executive compensation (say-on-pay)                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          197   |                0 | FOR         |                                    197   | FOR                         |  |
| BECTON, DICKINSON AND COMPANY             | 075887109 | 01/28/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        10883   |                0 | FOR         |                                  10883   | FOR                         |  |
| VISA INC.                                 | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         4444   |                0 | FOR         |                                   4444   | FOR                         |  |
| ATMOS ENERGY CORPORATION                  | 049560105 | 02/05/2025     | Proposal for an advisory vote by shareholders to approve the compensation of the Company's named executive officers for fiscal 2024 ("Say-on-Pay").                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         1518   |                0 | FOR         |                                   1518   | FOR                         |  |
| ATMOS ENERGY CORPORATION                  | 049560105 | 02/05/2025     | Proposal to approve an amendment to the Company's 1998 Long - Term Incenti vePlan to provide for an increase of 2,000,000 shares of common stock reserved for issuance under the plan.                                                   | COMPENSATION                 |         1518   |                0 | FOR         |                                   1518   | FOR                         |  |
| ACCENTURE PLC                             | G1151C101 | 02/06/2025     | To approve, in a non-binding vote, the compensation of our named executive officers.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        18311   |                0 | FOR         |                                  18311   | FOR                         |  |
| DISCOVER FINANCIAL SERVICES               | 254709108 | 02/18/2025     | Approval of, on an advisory (non-binding) basis, the merger related compensationpayments that will or may be paid to named executive offi cers of Discover inconnection with the transactions contemplated by the merger agreement.      | SECTION 14A SAY-ON-PAY VOTES |         2773   |                0 | FOR         |                                   2773   | FOR                         |  |
| TECHNOLOGY ONE LTD                        |  | 02/19/2025     | ADOPTION OF REMUNERATION REPORT                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        41897   |                0 | FOR         |                                  41897   | FOR                         |  |
| TECHNOLOGY ONE LTD                        |  | 02/19/2025     | GRANT OF FY25 LTI OPTIONS TO THE CEO                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        41897   |                0 | FOR         |                                  41897   | FOR                         |  |
| APPLE INC                                 | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        72390.4 |                0 | FOR         |                                  72390.4 | FOR                         |  |
| CENCORA, INC.                             | 03073E105 | 03/06/2025     | Advisory vote to approve the fi scal 2024 compensation of Cencora, Inc.'s named executive officers.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        23054   |                0 | FOR         |                                  23054   | FOR                         |  |
| WALT DISNEY COMPANY                       | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          500   |                0 | FOR         |                                    500   | FOR                         |  |
| SNAP-ON INCORPORATED                      | 833034101 | 04/24/2025     | Advisory vote to approve the compensation of Snap-on Incorporated's named executive officers, as disclosed in "Compensation Discussion and Analysis" and"Executive Compensation Information" in the Proxy Statement.                     | SECTION 14A SAY-ON-PAY VOTES |         4060   |                0 | FOR         |                                   4060   | FOR                         |  |
| ABBOTT LABORATORIES                       | 002824100 | 04/25/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         3423   |                0 | FOR         |                                   3423   | FOR                         |  |
| GENUINE PARTS COMPANY                     | 372460105 | 04/28/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        17926   |                0 | FOR         |                                  17926   | FOR                         |  |
| WILLIAMS COMPANIES, INC.                  | 911312106 | 04/29/2025     | Approve, on an Advisory Basis, the Compensation of our Named Executive Offi cers.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        12020   |                0 | FOR         |                                  12020   | FOR                         |  |
| W.W. GRAINGER, INC.                       | 384802104 | 04/30/2025     | To approve on a non-binding advisory basis the compensation of Grainger's Named Executive Officers.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        14770.5 |                0 | FOR         |                                  14770.5 | FOR                         |  |
| CANADIAN NATIONAL RAILWAY CO              | 136375102 | 05/02/2025     | Non-binding advisory resolution (the full text of which is set out on page 15 of the management proxy circular) to accept the approach to executive compensation disclosed in the management proxy circular.                             | SECTION 14A SAY-ON-PAY VOTES |         4408   |                0 | FOR         |                                   4408   | FOR                         |  |
| ILLINOIS TOOL WORKS INC.                  | 452308109 | 05/02/2025     | Advisory vote to approve compensation of ITW's named executive officers.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         8996   |                0 | FOR         |                                   8996   | FOR                         |  |
| FRANC-NEVADA CORP                         | 351858105 | 05/08/2025     | Acceptance of the Corporation's approach to executive compensation.                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          757   |                0 | FOR         |                                    757   | FOR                         |  |
| PHILIP MORRIS INTERNATIONAL INC.          | 00287Y109 | 05/07/2025     | Advisory Vote Approving Executive Compensation                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          700   |                0 | FOR         |                                    700   | FOR                         |  |
| PEPSICO INC                               | 713448108 | 05/07/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         1245   |                0 | FOR         |                                   1245   | FOR                         |  |
| S GLOBAL INC.                             | 78409V104 | 05/07/2025     | Approve, on an advisory basis, the executive compensation program for the Company's named executive officers, as described in the Proxy Statement.                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        14524.1 |                0 | FOR         |                                  14524.1 | FOR                         |  |
| T. ROWE PRICE GROUP, INC.                 | 74144T108 | 05/08/2025     | Approve, by a non-binding advisory vote, the compensation paid by the Companyto its Named Executive Officers.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        13470   |                0 | FOR         |                                  13470   | FOR                         |  |
| UNITED PARCEL SERVICE, INC.               | 911312106 | 05/08/2025     | To approve on an advisory basis named executive officer compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        51846   |                0 | FOR         |                                  51846   | FOR                         |  |
| ABBVIE INC.                               | 00287Y109 | 05/09/2025     | Say on Pay - An advisory vote on the approval of executive compensation                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        10000   |                0 | FOR         |                                  10000   | FOR                         |  |
| LOCKHEED MARTIN CORPORATION               | 539830109 | 05/09/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers (Say-on-Pay)                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           15   |                0 | FOR         |                                     15   | FOR                         |  |
| FISERV, INC.                              | 337738108 | 05/14/2025     | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        21259   |                0 | FOR         |                                  21259   | FOR                         |  |
| VERALTO CORPORATION                       | 92338C103 | 05/14/2025     | To approve on an advisory basis the Company's named executive officer compensation.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           30   |                0 | FOR         |                                     30   | FOR                         |  |
| CVS HEALTH CORPORATION                    | 126650100 | 05/15/2025     | Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive Compensation.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         3237   |                0 | FOR         |                                   3237   | FOR                         |  |
| KINDER MORGAN, INC.                       | 49456B101 | 05/15/2025     | Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           36   |                0 | FOR         |                                     36   | FOR                         |  |
| INTERCONTINENTAL EXCHANGE,INC.            | 45866F104 | 05/16/2025     | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        29459   |                0 | FOR         |                                  29459   | FOR                         |  |
| AMAZON.COM INC                            | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         1720   |                0 | FOR         |                                   1720   | FOR                         |  |
| ONEOK, INC.                               | 682680103 | 05/21/2025     | An advisory vote to approve ONEOK, Inc.'s executive compensation.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        19793.8 |                0 | FOR         |                                  19793.8 | FOR                         |  |
| ONEOK, INC.                               | 682680103 | 05/21/2025     | Approval of the ONEOK, Inc. 2025 Equity Incentive Plan.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        19793.8 |                0 | FOR         |                                  19793.8 | FOR                         |  |
| ONEOK, INC.                               | 682680103 | 05/21/2025     | Approval of the ONEOK, Inc. 2025 Employee Stock Award Program.                                                                                                                                                                           | COMPENSATION                 |        19793.8 |                0 | FOR         |                                  19793.8 | FOR                         |  |
| VAXART, INC.                              | 92243A200 | 05/21/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement.                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           33   |                0 | FOR         |                                     33   | FOR                         |  |
| GENPACT LIMITED                           | G3922B107 | 05/22/2025     | Approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |       118581   |                0 | FOR         |                                 118581   | FOR                         |  |
| ROYAL GOLD, INC.                          | 780287108 | 05/22/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          702   |                0 | FOR         |                                    702   | FOR                         |  |
| ROYAL GOLD, INC.                          | 780287108 | 05/22/2025     | Approval of 2025 Incentive Plan                                                                                                                                                                                                          | COMPENSATION                 |          702   |                0 | FOR         |                                    702   | FOR                         |  |
| VERSIGN, INC.                             | 92343E102 | 05/22/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         3911   |                0 | FOR         |                                   3911   | FOR                         |  |
| THE CHARLES SCHWAB CORPORATION            | 808513105 | 05/22/2025     | Advisory Approval of Named Executive Officer Compensation.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        70363   |                0 | FOR         |                                  70363   | FOR                         |  |
| AMGEN INC                                 | 031162100 | 05/23/2025     | Advisory vote to approve our executive compensation.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        23428   |                0 | FOR         |                                  23428   | FOR                         |  |
| THE TRADE DESK, INC.                      | 88339J105 | 05/27/2025     | The approval, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           17   |                0 | FOR         |                                     17   | FOR                         |  |
| THE TRADE DESK, INC.                      | 88339J105 | 05/27/2025     | The approval of The Trade Desk, Inc. 2025 Incentive Award Plan, which is an amendment and restatement of our 2016 Incentive Award Plan.                                                                                                  | COMPENSATION                 |           17   |                0 | FOR         |                                     17   | FOR                         |  |
| EXXON MOBIL CORP                          | 30231G102 | 05/28/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            1   |                0 | FOR         |                                      1   | FOR                         |  |
| META PLATFORMS INC.                       | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for MetaPlatforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                                                         | SECTION 14A SAY-ON-PAY VOTES |          160   |                0 | FOR         |                                    160   | FOR                         |  |
| META PLATFORMS INC.                       | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote onthe compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years.                               | SECTION 14A SAY-ON-PAY VOTES |          160   |                0 | 1 YEAR      |                                    160   | AGAINST                     |  |
| DOLLAR GENERL CORP                        | 256677105 | 05/29/2025     | To approve, on an advisory (non-binding) basis, the resolution regarding the compensation of Dollar General Corporation's named executive officers as disclosed in the proxy statement.                                                  | SECTION 14A SAY-ON-PAY VOTES |         2484   |                0 | FOR         |                                   2484   | FOR                         |  |
| UNITEDHEALTH GROUP INC                    | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         6428   |                0 | FOR         |                                   6428   | FOR                         |  |
| UNITEDHEALTH GROUP INC                    | 91324P102 | 06/02/2025     | If properly presented at the 2025 Annual Meeting of Shareholders, the shareholder proposal requesting a shareholder vote regarding excessive golden parachutes.                                                                          | SECTION 14A SAY-ON-PAY VOTES |         6428   |                0 | FOR         |                                   6428   | AGAINST                     |  |
| WATSCO, INC.                              | 942622200 | 06/02/2025     | To approve the advisory resolution regarding the compensation of our named executive officers.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         3588   |                0 | FOR         |                                   3588   | FOR                         |  |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP.      | 192446102 | 06/03/2025     | Approve, on an advisory (non-binding) basis, the compensation of the company's named executive officers (say-on-pay).                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        39904.3 |                0 | FOR         |                                  39904.3 | FOR                         |  |
| ANTERO MIDSTREAM CORPORATION              | 03676B102 | 06/04/2025     | To approve, on an advisory basis, the compensation of Antero Midstream Corporation's named executive officers.                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        37809   |                0 | FOR         |                                  37809   | FOR                         |  |
| NETFLIX, INC.                             | 64110L106 | 06/05/2025     | Advisory approval of named executive officer compensation.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          350   |                0 | FOR         |                                    350   | FOR                         |  |
| PAYPAL HOLDINGS, INC.                     | 70450Y103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          990   |                0 | FOR         |                                    990   | FOR                         |  |
| PAYPAL HOLDINGS, INC.                     | 70450Y103 | 06/05/2025     | Approval of the PayPal Holdings, Inc. 2015 Equity Incentive Award Plan, as Amended and Restated.                                                                                                                                         | COMPENSATION                 |          990   |                0 | FOR         |                                    990   | FOR                         |  |
| ADAPTIVE BIOTECHNOLOGIES CORPORATION      | 00650F109 | 06/10/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers as described in the proxy statement.                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           40   |                0 | FOR         |                                     40   | FOR                         |  |
| CORPAY, INC.                              | 03073E105 | 06/11/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         6563   |                0 | FOR         |                                   6563   | FOR                         |  |
| NVIDIA CORPORATION                        | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         7215   |                0 | FOR         |                                   7215   | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Birch Capital Management, LLC

**By (Signature):** Barclay Nelson

**By (Printed Signature):** Barclay Nelson

**By (Title):** Principal

**Date:** 08/22/2025