# EDGAR Filing Document

**Accession Number:** 0001164062
**File Stem:** 0001580642-25-004364
**Filing Date:** 2025-7
**Character Count:** 317538
**Document Hash:** 0ded3be837c75380020bec8dc4ca891a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001580642-25-004364.hdr.sgml**: 20250721

**ACCESSION NUMBER**: 0001580642-25-004364

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250721

**EFFECTIVENESS DATE**: 20250721

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** TEALWOOD ASSET MANAGEMENT INC
- **CENTRAL INDEX KEY:** 0001164062

**ORGANIZATION NAME:**
- **EIN:** 411569172
- **STATE OF INCORPORATION:** MN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-10065
- **FILM NUMBER:** 251136743

**BUSINESS ADDRESS:**
- **STREET 1:** 120 SOUTH 6TH STREET
- **STREET 2:** SUITE 1900
- **CITY:** MINNEAPOLIS
- **STATE:** MN
- **ZIP:** 55402
- **BUSINESS PHONE:** 612-767-6220

**MAIL ADDRESS:**
- **STREET 1:** 120 SOUTH 6TH STREET
- **STREET 2:** SUITE 1900
- **CITY:** MINNEAPOLIS
- **STATE:** MN
- **ZIP:** 55402

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

## N-PX: Filer Information

**Filer CIK:** 0001164062

**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:** TEALWOOD ASSET MANAGEMENT INC

**Address:** 120 SOUTH 6TH STREET, MINNEAPOLIS, MN 55402

**Telephone number:** 612-767-6757

**Name of agent for service:** Michelle Warneke

**Agent Address:** 120 SOUTH 6TH STREET, MINNEAPOLIS, MN 55402

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

**SEC File Number:** 028-10065

**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:** 1

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|:---|:---|:---|
| BOX, INC.                                | 10316T104 | 07/02/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          89370 |                0 |  |  |  |  |
| BOX, INC.                                | 10316T104 | 07/02/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          29790 |                0 |  |  |  |  |
| BOX, INC.                                | 10316T104 | 07/02/2024     | Amend Stock Compensation Plan                                               | COMPENSATION                            |          29790 |                0 |  |  |  |  |
| BOX, INC.                                | 10316T104 | 07/02/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          29790 |                0 |  |  |  |  |
| MULLEN AUTOMOTIVE INC.                   | 62526P406 | 07/09/2024     | Approve Motion to Adjourn Meeting                                           | CORPORATE GOVERNANCE                    |              2 |                0 |  |  |  |  |
| MULLEN AUTOMOTIVE INC.                   | 62526P406 | 07/09/2024     | Stock Issuance                                                              | CAPITAL STRUCTURE                       |              4 |                0 |  |  |  |  |
| FIDELITY INVESTMENT TRUST                | 315910869 | 07/16/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           2769 |                0 |  |  |  |  |
| FIDELITY SELECT PORTFOLIOS               | 316390475 | 07/16/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           2691 |                0 |  |  |  |  |
| FIDELITY COVINGTON TRUST                 | 316092782 | 07/16/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           4030 |                0 |  |  |  |  |
| FIDELITY INVESTMENT TRUST                | 315910802 | 07/16/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          16822 |                0 |  |  |  |  |
| FIDELITY COVINGTON TRUST                 | 316092790 | 07/16/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           5356 |                0 |  |  |  |  |
| FIDELITY PURITAN TRUST                   | 316345107 | 07/16/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           7137 |                0 |  |  |  |  |
| FIDELITY PURITAN TRUST                   | 316345206 | 07/16/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          45071 |                0 |  |  |  |  |
| FIDELITY COVINGTON TRUST                 | 316092402 | 07/16/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           4095 |                0 |  |  |  |  |
| FIDELITY SUMMER STREET TRUST             | 316062108 | 07/16/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           7449 |                0 |  |  |  |  |
| FIDELITY SECURITIES FUND                 | 316389303 | 07/16/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           3653 |                0 |  |  |  |  |
| FIDELITY ADVISOR SERIES                  | 315918292 | 07/16/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          15912 |                0 |  |  |  |  |
| FIDELITY SELECT PORTFOLIOS               | 316390103 | 07/16/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          23608 |                0 |  |  |  |  |
| AUTODESK, INC.                           | 052769106 | 07/16/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            110 |                0 |  |  |  |  |
| AUTODESK, INC.                           | 052769106 | 07/16/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             10 |                0 |  |  |  |  |
| AUTODESK, INC.                           | 052769106 | 07/16/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             10 |                0 |  |  |  |  |
| AUTODESK, INC.                           | 052769106 | 07/16/2024     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |             10 |                0 |  |  |  |  |
| AUTODESK, INC.                           | 052769106 | 07/16/2024     | Approve Article Amendments                                                  | CORPORATE GOVERNANCE                    |             10 |                0 |  |  |  |  |
| ALLIANCEBERNSTEIN AMERICAS GOVT INC TR   | 01853W709 | 07/18/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          15816 |                0 |  |  |  |  |
| ALLIANCEBERNSTEIN FUNDS                  | 01878T244 | 07/18/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          47048 |                0 |  |  |  |  |
| ICON PLC                                 | G4705A100 | 07/23/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          23625 |                0 |  |  |  |  |
| ICON PLC                                 | G4705A100 | 07/23/2024     | Eliminate Pre-Emptive Rights                                                | SHAREHOLDER RIGHTS AND DEFENSES         |           6750 |                0 |  |  |  |  |
| ICON PLC                                 | G4705A100 | 07/23/2024     | Authorize Purchase of Assets                                                | EXTRAORDINARY TRANSACTIONS              |           3375 |                0 |  |  |  |  |
| ICON PLC                                 | G4705A100 | 07/23/2024     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |           6750 |                0 |  |  |  |  |
| ICON PLC                                 | G4705A100 | 07/23/2024     | Allot Securities                                                            | CAPITAL STRUCTURE                       |           3375 |                0 |  |  |  |  |
| ICON PLC                                 | G4705A100 | 07/23/2024     | Approve Remuneration of Directors and Auditors                              | AUDIT-RELATED                           |           3375 |                0 |  |  |  |  |
| JAZZ PHARMACEUTICALS PLC                 | G50871105 | 07/25/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            120 |                0 |  |  |  |  |
| KYNDRYL HOLDINGS, INC.                   | 50155Q100 | 07/25/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            164 |                0 |  |  |  |  |
| JAZZ PHARMACEUTICALS PLC                 | G50871105 | 07/25/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             30 |                0 |  |  |  |  |
| KYNDRYL HOLDINGS, INC.                   | 50155Q100 | 07/25/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             41 |                0 |  |  |  |  |
| JAZZ PHARMACEUTICALS PLC                 | G50871105 | 07/25/2024     | Approve Motion to Adjourn Meeting                                           | CORPORATE GOVERNANCE                    |             30 |                0 |  |  |  |  |
| JAZZ PHARMACEUTICALS PLC                 | G50871105 | 07/25/2024     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |             30 |                0 |  |  |  |  |
| JAZZ PHARMACEUTICALS PLC                 | G50871105 | 07/25/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             30 |                0 |  |  |  |  |
| KYNDRYL HOLDINGS, INC.                   | 50155Q100 | 07/25/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             41 |                0 |  |  |  |  |
| JAZZ PHARMACEUTICALS PLC                 | G50871105 | 07/25/2024     | Allot Securities                                                            | CAPITAL STRUCTURE                       |             30 |                0 |  |  |  |  |
| VODAFONE GROUP PLC                       | 92857W308 | 07/30/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            324 |                0 |  |  |  |  |
| VODAFONE GROUP PLC                       | 92857W308 | 07/30/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             27 |                0 |  |  |  |  |
| VODAFONE GROUP PLC                       | 92857W308 | 07/30/2024     | Eliminate Pre-Emptive Rights                                                | SHAREHOLDER RIGHTS AND DEFENSES         |             54 |                0 |  |  |  |  |
| VODAFONE GROUP PLC                       | 92857W308 | 07/30/2024     | Restore Right to Call a Special Meeting                                     | SHAREHOLDER RIGHTS AND DEFENSES         |             27 |                0 |  |  |  |  |
| VODAFONE GROUP PLC                       | 92857W308 | 07/30/2024     | Dividends                                                                   | CAPITAL STRUCTURE                       |             27 |                0 |  |  |  |  |
| VODAFONE GROUP PLC                       | 92857W308 | 07/30/2024     | Stock Repurchase Plan                                                       | CAPITAL STRUCTURE                       |             27 |                0 |  |  |  |  |
| VODAFONE GROUP PLC                       | 92857W308 | 07/30/2024     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |             27 |                0 |  |  |  |  |
| VODAFONE GROUP PLC                       | 92857W308 | 07/30/2024     | Allot Securities                                                            | CAPITAL STRUCTURE                       |             27 |                0 |  |  |  |  |
| VODAFONE GROUP PLC                       | 92857W308 | 07/30/2024     | Approve Remuneration of Directors and Auditors                              | AUDIT-RELATED                           |             27 |                0 |  |  |  |  |
| VODAFONE GROUP PLC                       | 92857W308 | 07/30/2024     | Receive Directors' Report                                                   | CORPORATE GOVERNANCE                    |             54 |                0 |  |  |  |  |
| HAWKINS, INC.                            | 420261109 | 07/31/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           6400 |                0 |  |  |  |  |
| HAWKINS, INC.                            | 420261109 | 07/31/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            800 |                0 |  |  |  |  |
| HAWKINS, INC.                            | 420261109 | 07/31/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            800 |                0 |  |  |  |  |
| CORVEL CORPORATION                       | 221006109 | 08/01/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          12786 |                0 |  |  |  |  |
| ELECTRONIC ARTS INC.                     | 285512109 | 08/01/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          47376 |                0 |  |  |  |  |
| STERIS PLC                               | G8473T100 | 08/01/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           2570 |                0 |  |  |  |  |
| ELECTRONIC ARTS INC.                     | 285512109 | 08/01/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           5922 |                0 |  |  |  |  |
| STERIS PLC                               | G8473T100 | 08/01/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            514 |                0 |  |  |  |  |
| CORVEL CORPORATION                       | 221006109 | 08/01/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           2131 |                0 |  |  |  |  |
| STERIS PLC                               | G8473T100 | 08/01/2024     | Eliminate Pre-Emptive Rights                                                | SHAREHOLDER RIGHTS AND DEFENSES         |            257 |                0 |  |  |  |  |
| ELECTRONIC ARTS INC.                     | 285512109 | 08/01/2024     | Amend Incentive Stock Option Plan                                           | COMPENSATION                            |           5922 |                0 |  |  |  |  |
| ELECTRONIC ARTS INC.                     | 285512109 | 08/01/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           5922 |                0 |  |  |  |  |
| STERIS PLC                               | G8473T100 | 08/01/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            257 |                0 |  |  |  |  |
| STERIS PLC                               | G8473T100 | 08/01/2024     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |            257 |                0 |  |  |  |  |
| STERIS PLC                               | G8473T100 | 08/01/2024     | Approve Remuneration of Directors and Auditors                              | AUDIT-RELATED                           |            257 |                0 |  |  |  |  |
| COMMVAULT SYSTEMS, INC.                  | 204166102 | 08/08/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          63558 |                0 |  |  |  |  |
| COMMVAULT SYSTEMS, INC.                  | 204166102 | 08/08/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           7062 |                0 |  |  |  |  |
| COMMVAULT SYSTEMS, INC.                  | 204166102 | 08/08/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           7062 |                0 |  |  |  |  |
| COMMVAULT SYSTEMS, INC.                  | 204166102 | 08/08/2024     | Transact Other Business                                                     | CORPORATE GOVERNANCE                    |           7062 |                0 |  |  |  |  |
| HELIX BIOMEDIX, INC.                     | 423287507 | 08/21/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |             40 |                0 |  |  |  |  |
| HELIX BIOMEDIX, INC.                     | 423287507 | 08/21/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |              8 |                0 |  |  |  |  |
| GLOBAL X FUNDS                           | 37954Y459 | 08/26/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            400 |                0 |  |  |  |  |
| GLOBAL X FUNDS                           | 37954Y855 | 08/26/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            576 |                0 |  |  |  |  |
| LIBERTY ALL-STAR EQUITY FUND             | 530158104 | 08/28/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           3524 |                0 |  |  |  |  |
| LOGITECH INTERNATIONAL S.A.              | H50430232 | 09/04/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         338202 |                0 |  |  |  |  |
| LOGITECH INTERNATIONAL S.A.              | H50430232 | 09/04/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          18789 |                0 |  |  |  |  |
| LOGITECH INTERNATIONAL S.A.              | H50430232 | 09/04/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          18789 |                0 |  |  |  |  |
| LOGITECH INTERNATIONAL S.A.              | H50430232 | 09/04/2024     | Miscellaneous Compensation Plans                                            | COMPENSATION                            |          37578 |                0 |  |  |  |  |
| LOGITECH INTERNATIONAL S.A.              | H50430232 | 09/04/2024     | Dividends                                                                   | CAPITAL STRUCTURE                       |          18789 |                0 |  |  |  |  |
| LOGITECH INTERNATIONAL S.A.              | H50430232 | 09/04/2024     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |          37578 |                0 |  |  |  |  |
| LOGITECH INTERNATIONAL S.A.              | H50430232 | 09/04/2024     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |          18789 |                0 |  |  |  |  |
| LOGITECH INTERNATIONAL S.A.              | H50430232 | 09/04/2024     | Receive Consolidated Financial Statements                                   | CORPORATE GOVERNANCE                    |          18789 |                0 |  |  |  |  |
| LOGITECH INTERNATIONAL S.A.              | H50430232 | 09/04/2024     | Adopt Accounts for Past Year                                                | INVESTMENT COMPANY MATTERS              |          18789 |                0 |  |  |  |  |
| DECKERS OUTDOOR CORPORATION              | 243537107 | 09/09/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           9328 |                0 |  |  |  |  |
| DECKERS OUTDOOR CORPORATION              | 243537107 | 09/09/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            848 |                0 |  |  |  |  |
| MULLEN AUTOMOTIVE INC.                   | 62526P406 | 09/09/2024     | Approve Motion to Adjourn Meeting                                           | CORPORATE GOVERNANCE                    |              2 |                0 |  |  |  |  |
| DECKERS OUTDOOR CORPORATION              | 243537107 | 09/09/2024     | Adopt Incentive Stock Option Plan                                           | COMPENSATION                            |            848 |                0 |  |  |  |  |
| DECKERS OUTDOOR CORPORATION              | 243537107 | 09/09/2024     | Adopt Non-Employee Director Plan                                            | COMPENSATION                            |            848 |                0 |  |  |  |  |
| MULLEN AUTOMOTIVE INC.                   | 62526P406 | 09/09/2024     | Amend Stock Compensation Plan                                               | COMPENSATION                            |              2 |                0 |  |  |  |  |
| DECKERS OUTDOOR CORPORATION              | 243537107 | 09/09/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            848 |                0 |  |  |  |  |
| DECKERS OUTDOOR CORPORATION              | 243537107 | 09/09/2024     | Approve Stock Split                                                         | CAPITAL STRUCTURE                       |            848 |                0 |  |  |  |  |
| MULLEN AUTOMOTIVE INC.                   | 62526P406 | 09/09/2024     | Approve Reverse Stock Split                                                 | CAPITAL STRUCTURE                       |              2 |                0 |  |  |  |  |
| GEN DIGITAL INC                          | 668771108 | 09/10/2024     | Election of Directors (Full Slate)                                          | DIRECTOR ELECTIONS                      |         636570 |                0 |  |  |  |  |
| NIKE, Inc.                               | 654106103 | 09/10/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            273 |                0 |  |  |  |  |
| NIKE, Inc.                               | 654106103 | 09/10/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             91 |                0 |  |  |  |  |
| GEN DIGITAL INC                          | 668771108 | 09/10/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          63657 |                0 |  |  |  |  |
| GEN DIGITAL INC                          | 668771108 | 09/10/2024     | Amend Incentive Stock Option Plan                                           | COMPENSATION                            |          63657 |                0 |  |  |  |  |
| NIKE, Inc.                               | 654106103 | 09/10/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             91 |                0 |  |  |  |  |
| GEN DIGITAL INC                          | 668771108 | 09/10/2024     | 14A Extraordinary Transaction Executive Compensation                        | SECTION 14A SAY-ON-PAY VOTES            |          63657 |                0 |  |  |  |  |
| NIKE, Inc.                               | 654106103 | 09/10/2024     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            364 |                0 |  |  |  |  |
| NIKE, Inc.                               | 654106103 | 09/10/2024     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |             91 |                0 |  |  |  |  |
| NETAPP, INC.                             | 64110D104 | 09/11/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         122769 |                0 |  |  |  |  |
| NETAPP, INC.                             | 64110D104 | 09/11/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          13641 |                0 |  |  |  |  |
| NETAPP, INC.                             | 64110D104 | 09/11/2024     | Amend Incentive Stock Option Plan                                           | COMPENSATION                            |          13641 |                0 |  |  |  |  |
| NETAPP, INC.                             | 64110D104 | 09/11/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          13641 |                0 |  |  |  |  |
| OPEN TEXT CORPORATION                    | 683715106 | 09/12/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           1045 |                0 |  |  |  |  |
| OPEN TEXT CORPORATION                    | 683715106 | 09/12/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             95 |                0 |  |  |  |  |
| OPEN TEXT CORPORATION                    | 683715106 | 09/12/2024     | Amend Employee Stock Purchase Plan                                          | COMPENSATION                            |             95 |                0 |  |  |  |  |
| OPEN TEXT CORPORATION                    | 683715106 | 09/12/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             95 |                0 |  |  |  |  |
| TAKE-TWO INTERACTIVE SOFTWARE, INC.      | 874054109 | 09/18/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          68090 |                0 |  |  |  |  |
| CONAGRA BRANDS, INC.                     | 205887102 | 09/18/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          24772 |                0 |  |  |  |  |
| TAKE-TWO INTERACTIVE SOFTWARE, INC.      | 874054109 | 09/18/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           6809 |                0 |  |  |  |  |
| CONAGRA BRANDS, INC.                     | 205887102 | 09/18/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           2252 |                0 |  |  |  |  |
| TAKE-TWO INTERACTIVE SOFTWARE, INC.      | 874054109 | 09/18/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           6809 |                0 |  |  |  |  |
| CONAGRA BRANDS, INC.                     | 205887102 | 09/18/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           2252 |                0 |  |  |  |  |
| CONAGRA BRANDS, INC.                     | 205887102 | 09/18/2024     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |           2252 |                0 |  |  |  |  |
| SILICON MOTION TECHNOLOGY CORP.          | 82706C108 | 09/25/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          11833 |                0 |  |  |  |  |
| SILICON MOTION TECHNOLOGY CORP.          | 82706C108 | 09/25/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          11833 |                0 |  |  |  |  |
| DIAGEO PLC                               | 25243Q205 | 09/26/2024     | Election of Directors (Full Slate)                                          | DIRECTOR ELECTIONS                      |            680 |                0 |  |  |  |  |
| DIAGEO PLC                               | 25243Q205 | 09/26/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            170 |                0 |  |  |  |  |
| LAMB WESTON HOLDINGS, INC.               | 513272104 | 09/26/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           9880 |                0 |  |  |  |  |
| DIAGEO PLC                               | 25243Q205 | 09/26/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             85 |                0 |  |  |  |  |
| LAMB WESTON HOLDINGS, INC.               | 513272104 | 09/26/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            988 |                0 |  |  |  |  |
| DIAGEO PLC                               | 25243Q205 | 09/26/2024     | Eliminate Pre-Emptive Rights                                                | SHAREHOLDER RIGHTS AND DEFENSES         |             85 |                0 |  |  |  |  |
| LAMB WESTON HOLDINGS, INC.               | 513272104 | 09/26/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            988 |                0 |  |  |  |  |
| DIAGEO PLC                               | 25243Q205 | 09/26/2024     | Authorize Purchase of Assets                                                | EXTRAORDINARY TRANSACTIONS              |             85 |                0 |  |  |  |  |
| DIAGEO PLC                               | 25243Q205 | 09/26/2024     | Dividends                                                                   | CAPITAL STRUCTURE                       |             85 |                0 |  |  |  |  |
| DIAGEO PLC                               | 25243Q205 | 09/26/2024     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |            170 |                0 |  |  |  |  |
| DIAGEO PLC                               | 25243Q205 | 09/26/2024     | Allot Securities                                                            | CAPITAL STRUCTURE                       |             85 |                0 |  |  |  |  |
| DIAGEO PLC                               | 25243Q205 | 09/26/2024     | Approve Remuneration of Directors and Auditors                              | AUDIT-RELATED                           |             85 |                0 |  |  |  |  |
| DIAGEO PLC                               | 25243Q205 | 09/26/2024     | Receive Consolidated Financial Statements                                   | CORPORATE GOVERNANCE                    |             85 |                0 |  |  |  |  |
| DIAGEO PLC                               | 25243Q205 | 09/26/2024     | Receive Directors' Report                                                   | CORPORATE GOVERNANCE                    |             85 |                0 |  |  |  |  |
| LAMB WESTON HOLDINGS, INC.               | 513272104 | 09/26/2024     | Approve Article Amendments                                                  | CORPORATE GOVERNANCE                    |            988 |                0 |  |  |  |  |
| CELCUITY INC.                            | 15102K100 | 10/07/2024     | Approve Motion to Adjourn Meeting                                           | CORPORATE GOVERNANCE                    |           2955 |                0 |  |  |  |  |
| CELCUITY INC.                            | 15102K100 | 10/07/2024     | Authorize Common Stock Increase                                             | EXTRAORDINARY TRANSACTIONS              |           2955 |                0 |  |  |  |  |
| INTERNATIONAL PAPER COMPANY              | 460146103 | 10/11/2024     | Approve Motion to Adjourn Meeting                                           | CORPORATE GOVERNANCE                    |            100 |                0 |  |  |  |  |
| INTERNATIONAL PAPER COMPANY              | 460146103 | 10/11/2024     | Stock Issuance                                                              | CAPITAL STRUCTURE                       |            100 |                0 |  |  |  |  |
| TILL CAPITAL CORPORATION                 | 886790104 | 10/15/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |              0 |                0 |  |  |  |  |
| TILL CAPITAL CORPORATION                 | 886790104 | 10/15/2024     | Fix Number of Directors                                                     | DIRECTOR ELECTIONS                      |              0 |                0 |  |  |  |  |
| TILL CAPITAL CORPORATION                 | 886790104 | 10/15/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |              0 |                0 |  |  |  |  |
| TILL CAPITAL CORPORATION                 | 886790104 | 10/15/2024     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |              0 |                0 |  |  |  |  |
| CACI INTERNATIONAL INC                   | 127190304 | 10/17/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          22506 |                0 |  |  |  |  |
| MEDTRONIC PLC                            | G5960L103 | 10/17/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         262710 |                0 |  |  |  |  |
| CACI INTERNATIONAL INC                   | 127190304 | 10/17/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           2046 |                0 |  |  |  |  |
| MEDTRONIC PLC                            | G5960L103 | 10/17/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          26271 |                0 |  |  |  |  |
| MEDTRONIC PLC                            | G5960L103 | 10/17/2024     | Eliminate Pre-Emptive Rights                                                | SHAREHOLDER RIGHTS AND DEFENSES         |          26271 |                0 |  |  |  |  |
| CACI INTERNATIONAL INC                   | 127190304 | 10/17/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           2046 |                0 |  |  |  |  |
| MEDTRONIC PLC                            | G5960L103 | 10/17/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          26271 |                0 |  |  |  |  |
| MEDTRONIC PLC                            | G5960L103 | 10/17/2024     | Authorize Purchase of Assets                                                | EXTRAORDINARY TRANSACTIONS              |          26271 |                0 |  |  |  |  |
| MEDTRONIC PLC                            | G5960L103 | 10/17/2024     | Stock Issuance                                                              | CAPITAL STRUCTURE                       |          26271 |                0 |  |  |  |  |
| SEAGATE TECHNOLOGY HOLDINGS PLC          | G7997R103 | 10/19/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         190553 |                0 |  |  |  |  |
| SEAGATE TECHNOLOGY HOLDINGS PLC          | G7997R103 | 10/19/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          17323 |                0 |  |  |  |  |
| SEAGATE TECHNOLOGY HOLDINGS PLC          | G7997R103 | 10/19/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          17323 |                0 |  |  |  |  |
| SEAGATE TECHNOLOGY HOLDINGS PLC          | G7997R103 | 10/19/2024     | Allot Relevant Securities                                                   | CAPITAL STRUCTURE                       |          17323 |                0 |  |  |  |  |
| PARKER-HANNIFIN CORPORATION              | 701094104 | 10/23/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          19100 |                0 |  |  |  |  |
| PARKER-HANNIFIN CORPORATION              | 701094104 | 10/23/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1910 |                0 |  |  |  |  |
| PARKER-HANNIFIN CORPORATION              | 701094104 | 10/23/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1910 |                0 |  |  |  |  |
| FEDERATED MONEY MARKET OBLIGATIONS TRUST | 60934N856 | 10/25/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |         705280 |                0 |  |  |  |  |
| AMERICAN CONSERVATIVE VALUES             | 26923N744 | 11/04/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |             60 |                0 |  |  |  |  |
| AMERICAN CONSERVATIVE VALUES             | 26923N538 | 11/04/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |            150 |                0 |  |  |  |  |
| LAM RESEARCH CORPORATION                 | 512807108 | 11/05/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          11726 |                0 |  |  |  |  |
| LAM RESEARCH CORPORATION                 | 512807108 | 11/05/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1066 |                0 |  |  |  |  |
| LAM RESEARCH CORPORATION                 | 512807108 | 11/05/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1066 |                0 |  |  |  |  |
| H BLOCK, INC.                            | 093671105 | 11/06/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         230320 |                0 |  |  |  |  |
| AUTOMATIC DATA PROCESSING, INC.          | 053015103 | 11/06/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          68388 |                0 |  |  |  |  |
| H BLOCK, INC.                            | 093671105 | 11/06/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          28790 |                0 |  |  |  |  |
| AUTOMATIC DATA PROCESSING, INC.          | 053015103 | 11/06/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           5699 |                0 |  |  |  |  |
| H BLOCK, INC.                            | 093671105 | 11/06/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          28790 |                0 |  |  |  |  |
| AUTOMATIC DATA PROCESSING, INC.          | 053015103 | 11/06/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           5699 |                0 |  |  |  |  |
| INTAPP, INC                              | 45827U109 | 11/13/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           6012 |                0 |  |  |  |  |
| INTAPP, INC                              | 45827U109 | 11/13/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           2004 |                0 |  |  |  |  |
| INTAPP, INC                              | 45827U109 | 11/13/2024     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |           2004 |                0 |  |  |  |  |
| INTAPP, INC                              | 45827U109 | 11/13/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           2004 |                0 |  |  |  |  |
| MASSACHUSETTS INVESTORS TRUST            | 575736103 | 11/14/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          30768 |                0 |  |  |  |  |
| MFS SERIES TRUST I                       | 552983512 | 11/14/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           7536 |                0 |  |  |  |  |
| MFS FUNDS SERIES TR X                    | 55273E301 | 11/14/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          10524 |                0 |  |  |  |  |
| MFS SERIES TRUST X                       | 55273G330 | 11/14/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          31428 |                0 |  |  |  |  |
| ORACLE CORPORATION                       | 68389X105 | 11/14/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          22100 |                0 |  |  |  |  |
| ORACLE CORPORATION                       | 68389X105 | 11/14/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1700 |                0 |  |  |  |  |
| THE TRADE DESK, INC.                     | 88339J105 | 11/14/2024     | Approve Motion to Adjourn Meeting                                           | CORPORATE GOVERNANCE                    |            500 |                0 |  |  |  |  |
| THE TRADE DESK, INC.                     | 88339J105 | 11/14/2024     | Approve Reincorporation                                                     | CORPORATE GOVERNANCE                    |            500 |                0 |  |  |  |  |
| ORACLE CORPORATION                       | 68389X105 | 11/14/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1700 |                0 |  |  |  |  |
| ORACLE CORPORATION                       | 68389X105 | 11/14/2024     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |           1700 |                0 |  |  |  |  |
| SYSCO CORPORATION                        | 871829107 | 11/15/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         109087 |                0 |  |  |  |  |
| VALUE LINE INCOME  GROWTH FUND, INC.     | 920440104 | 11/15/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          18192 |                0 |  |  |  |  |
| SYSCO CORPORATION                        | 871829107 | 11/15/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           9917 |                0 |  |  |  |  |
| SYSCO CORPORATION                        | 871829107 | 11/15/2024     | Adopt Employee Stock Purchase Plan                                          | COMPENSATION                            |           9917 |                0 |  |  |  |  |
| SYSCO CORPORATION                        | 871829107 | 11/15/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           9917 |                0 |  |  |  |  |
| VALUE LINE INCOME  GROWTH FUND, INC.     | 920440104 | 11/15/2024     | Transact Other Business                                                     | CORPORATE GOVERNANCE                    |           6064 |                0 |  |  |  |  |
| SYSCO CORPORATION                        | 871829107 | 11/15/2024     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           9917 |                0 |  |  |  |  |
| DONALDSON COMPANY, INC.                  | 257651109 | 11/22/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |             90 |                0 |  |  |  |  |
| DONALDSON COMPANY, INC.                  | 257651109 | 11/22/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             30 |                0 |  |  |  |  |
| DONALDSON COMPANY, INC.                  | 257651109 | 11/22/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             30 |                0 |  |  |  |  |
| AMERICAN LITHIUM CORP.                   | 027259209 | 11/27/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           7000 |                0 |  |  |  |  |
| AMERICAN LITHIUM CORP.                   | 027259209 | 11/27/2024     | Fix Number of Directors                                                     | DIRECTOR ELECTIONS                      |           1000 |                0 |  |  |  |  |
| AMERICAN LITHIUM CORP.                   | 027259209 | 11/27/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1000 |                0 |  |  |  |  |
| AMERICAN LITHIUM CORP.                   | 027259209 | 11/27/2024     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |           1000 |                0 |  |  |  |  |
| SELECTED AMERICAN SHARES, INC.           | 816221105 | 11/29/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           3042 |                0 |  |  |  |  |
| VIATRIS INC.                             | 92556V106 | 12/06/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            228 |                0 |  |  |  |  |
| VIATRIS INC.                             | 92556V106 | 12/06/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             19 |                0 |  |  |  |  |
| VIATRIS INC.                             | 92556V106 | 12/06/2024     | Amend Stock Compensation Plan                                               | COMPENSATION                            |             19 |                0 |  |  |  |  |
| VIATRIS INC.                             | 92556V106 | 12/06/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             19 |                0 |  |  |  |  |
| CISCO SYSTEMS, INC.                      | 17275R102 | 12/09/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         269514 |                0 |  |  |  |  |
| CISCO SYSTEMS, INC.                      | 17275R102 | 12/09/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          29946 |                0 |  |  |  |  |
| CISCO SYSTEMS, INC.                      | 17275R102 | 12/09/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          29946 |                0 |  |  |  |  |
| PALO ALTO NETWORKS, INC.                 | 697435105 | 12/10/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          10005 |                0 |  |  |  |  |
| MICROSOFT CORPORATION                    | 594918104 | 12/10/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          72336 |                0 |  |  |  |  |
| PALO ALTO NETWORKS, INC.                 | 697435105 | 12/10/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           3335 |                0 |  |  |  |  |
| MICROSOFT CORPORATION                    | 594918104 | 12/10/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           6028 |                0 |  |  |  |  |
| PALO ALTO NETWORKS, INC.                 | 697435105 | 12/10/2024     | Amend Incentive Stock Option Plan                                           | COMPENSATION                            |           3335 |                0 |  |  |  |  |
| PALO ALTO NETWORKS, INC.                 | 697435105 | 12/10/2024     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |           3335 |                0 |  |  |  |  |
| PALO ALTO NETWORKS, INC.                 | 697435105 | 12/10/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           3335 |                0 |  |  |  |  |
| MICROSOFT CORPORATION                    | 594918104 | 12/10/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           6028 |                0 |  |  |  |  |
| MICROSOFT CORPORATION                    | 594918104 | 12/10/2024     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |          24112 |                0 |  |  |  |  |
| MICROSOFT CORPORATION                    | 594918104 | 12/10/2024     | S/H Proposal - Military/Weapons                                             | OTHER SOCIAL ISSUES                     |           6028 |                0 |  |  |  |  |
| PALO ALTO NETWORKS, INC.                 | 697435105 | 12/10/2024     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |           3335 |                0 |  |  |  |  |
| MICROSOFT CORPORATION                    | 594918104 | 12/10/2024     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |           6028 |                0 |  |  |  |  |
| UNITED DEVELOPMENT FUNDING IV            | 910187103 | 12/11/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |              0 |                0 |  |  |  |  |
| UNITED DEVELOPMENT FUNDING IV            | 910187103 | 12/11/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |              0 |                0 |  |  |  |  |
| RCM TECHNOLOGIES, INC.                   | 749360400 | 12/12/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           6400 |                0 |  |  |  |  |
| RCM TECHNOLOGIES, INC.                   | 749360400 | 12/12/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1600 |                0 |  |  |  |  |
| RCM TECHNOLOGIES, INC.                   | 749360400 | 12/12/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1600 |                0 |  |  |  |  |
| ENVVENO MEDICAL CORPORATION              | 29415J106 | 12/18/2024     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           2000 |                0 |  |  |  |  |
| AUTOZONE, INC.                           | 053332102 | 12/18/2024     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           3177 |                0 |  |  |  |  |
| AUTOZONE, INC.                           | 053332102 | 12/18/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            353 |                0 |  |  |  |  |
| ENVVENO MEDICAL CORPORATION              | 29415J106 | 12/18/2024     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1000 |                0 |  |  |  |  |
| AUTOZONE, INC.                           | 053332102 | 12/18/2024     | Restore Right to Call a Special Meeting                                     | SHAREHOLDER RIGHTS AND DEFENSES         |            353 |                0 |  |  |  |  |
| ENVVENO MEDICAL CORPORATION              | 29415J106 | 12/18/2024     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |           1000 |                0 |  |  |  |  |
| AUTOZONE, INC.                           | 053332102 | 12/18/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            353 |                0 |  |  |  |  |
| ENVVENO MEDICAL CORPORATION              | 29415J106 | 12/18/2024     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1000 |                0 |  |  |  |  |
| AUTOZONE, INC.                           | 053332102 | 12/18/2024     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            353 |                0 |  |  |  |  |
| PURE CYCLE CORPORATION                   | 746228303 | 01/15/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |         538104 |                0 |  |  |  |  |
| PURE CYCLE CORPORATION                   | 746228303 | 01/15/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          76872 |                0 |  |  |  |  |
| PURE CYCLE CORPORATION                   | 746228303 | 01/15/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          76872 |                0 |  |  |  |  |
| NORTHERN TECHNOLOGIES INTERNATIONAL CORP | 665809109 | 01/17/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           4000 |                0 |  |  |  |  |
| NORTHERN TECHNOLOGIES INTERNATIONAL CORP | 665809109 | 01/17/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            500 |                0 |  |  |  |  |
| NORTHERN TECHNOLOGIES INTERNATIONAL CORP | 665809109 | 01/17/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            500 |                0 |  |  |  |  |
| MICROSTRATEGY INCORPORATED               | 594972408 | 01/21/2025     | Approve Motion to Adjourn Meeting                                           | CORPORATE GOVERNANCE                    |            310 |                0 |  |  |  |  |
| MICROSTRATEGY INCORPORATED               | 594972408 | 01/21/2025     | Amend Incentive Stock Option Plan                                           | COMPENSATION                            |            310 |                0 |  |  |  |  |
| MICROSTRATEGY INCORPORATED               | 594972408 | 01/21/2025     | Authorize Common Stock Increase                                             | EXTRAORDINARY TRANSACTIONS              |            310 |                0 |  |  |  |  |
| MICROSTRATEGY INCORPORATED               | 594972408 | 01/21/2025     | Authorize Preferred Stock Increase                                          | EXTRAORDINARY TRANSACTIONS              |            310 |                0 |  |  |  |  |
| COSTCO WHOLESALE CORPORATION             | 22160K105 | 01/23/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            567 |                0 |  |  |  |  |
| COSTCO WHOLESALE CORPORATION             | 22160K105 | 01/23/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             63 |                0 |  |  |  |  |
| COSTCO WHOLESALE CORPORATION             | 22160K105 | 01/23/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             63 |                0 |  |  |  |  |
| COSTCO WHOLESALE CORPORATION             | 22160K105 | 01/23/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |             63 |                0 |  |  |  |  |
| VISA INC.                                | 92826C839 | 01/28/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          40513 |                0 |  |  |  |  |
| HORMEL FOODS CORPORATION                 | 440452100 | 01/28/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          22170 |                0 |  |  |  |  |
| VISA INC.                                | 92826C839 | 01/28/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           3683 |                0 |  |  |  |  |
| HORMEL FOODS CORPORATION                 | 440452100 | 01/28/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           2217 |                0 |  |  |  |  |
| VISA INC.                                | 92826C839 | 01/28/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           3683 |                0 |  |  |  |  |
| HORMEL FOODS CORPORATION                 | 440452100 | 01/28/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           2217 |                0 |  |  |  |  |
| VISA INC.                                | 92826C839 | 01/28/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           7366 |                0 |  |  |  |  |
| HORMEL FOODS CORPORATION                 | 440452100 | 01/28/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           2217 |                0 |  |  |  |  |
| VISA INC.                                | 92826C839 | 01/28/2025     | S/H Proposal - Political/Government                                         | OTHER SOCIAL ISSUES                     |           3683 |                0 |  |  |  |  |
| VISA INC.                                | 92826C839 | 01/28/2025     | S/H Proposal - Gender Pay Gap                                               | DIVERSITY, EQUITY, AND INCLUSION        |           3683 |                0 |  |  |  |  |
| MULLEN AUTOMOTIVE INC.                   | 62526P505 | 01/31/2025     | Approve Motion to Adjourn Meeting                                           | CORPORATE GOVERNANCE                    |              2 |                0 |  |  |  |  |
| MULLEN AUTOMOTIVE INC.                   | 62526P505 | 01/31/2025     | Approve Reverse Stock Split                                                 | CAPITAL STRUCTURE                       |              2 |                0 |  |  |  |  |
| ACCENTURE PLC                            | G1151C101 | 02/06/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            352 |                0 |  |  |  |  |
| ACCENTURE PLC                            | G1151C101 | 02/06/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             32 |                0 |  |  |  |  |
| ACCENTURE PLC                            | G1151C101 | 02/06/2025     | Eliminate Pre-Emptive Rights                                                | SHAREHOLDER RIGHTS AND DEFENSES         |             32 |                0 |  |  |  |  |
| ACCENTURE PLC                            | G1151C101 | 02/06/2025     | Approve Option Grants                                                       | COMPENSATION                            |             32 |                0 |  |  |  |  |
| ACCENTURE PLC                            | G1151C101 | 02/06/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             32 |                0 |  |  |  |  |
| ACCENTURE PLC                            | G1151C101 | 02/06/2025     | Authorize Stock Decrease                                                    | EXTRAORDINARY TRANSACTIONS              |             32 |                0 |  |  |  |  |
| ACCENTURE PLC                            | G1151C101 | 02/06/2025     | Allot Securities                                                            | CAPITAL STRUCTURE                       |             32 |                0 |  |  |  |  |
| PTC INC.                                 | 69370C100 | 02/12/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          45976 |                0 |  |  |  |  |
| PTC INC.                                 | 69370C100 | 02/12/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           5747 |                0 |  |  |  |  |
| PTC INC.                                 | 69370C100 | 02/12/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           5747 |                0 |  |  |  |  |
| AMANA FUNDS                              | 022865208 | 02/14/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |            370 |                0 |  |  |  |  |
| DISCOVER FINANCIAL SERVICES              | 254709108 | 02/18/2025     | Approve Motion to Adjourn Meeting                                           | CORPORATE GOVERNANCE                    |            166 |                0 |  |  |  |  |
| DISCOVER FINANCIAL SERVICES              | 254709108 | 02/18/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            166 |                0 |  |  |  |  |
| DISCOVER FINANCIAL SERVICES              | 254709108 | 02/18/2025     | Approve Merger Agreement                                                    | EXTRAORDINARY TRANSACTIONS              |            166 |                0 |  |  |  |  |
| JANUS INVESTMENT FUND                    | 471023853 | 02/18/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |           1625 |                0 |  |  |  |  |
| PATHWARD FINANCIAL, INC.                 | 59100U108 | 02/25/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          56820 |                0 |  |  |  |  |
| APPLE INC.                               | 037833100 | 02/25/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          85512 |                0 |  |  |  |  |
| APPLE INC.                               | 037833100 | 02/25/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          10689 |                0 |  |  |  |  |
| PATHWARD FINANCIAL, INC.                 | 59100U108 | 02/25/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          14205 |                0 |  |  |  |  |
| APPLE INC.                               | 037833100 | 02/25/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          10689 |                0 |  |  |  |  |
| PATHWARD FINANCIAL, INC.                 | 59100U108 | 02/25/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          14205 |                0 |  |  |  |  |
| APPLE INC.                               | 037833100 | 02/25/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |          32067 |                0 |  |  |  |  |
| APPLE INC.                               | 037833100 | 02/25/2025     | S/H Proposal - Report on Charitable Contributions                           | OTHER SOCIAL ISSUES                     |          10689 |                0 |  |  |  |  |
| VANGUARD FUNDS                           | 92206C409 | 02/26/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |             52 |                0 |  |  |  |  |
| VANGUARD FUNDS                           | 92206C771 | 02/26/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |            260 |                0 |  |  |  |  |
| VANGUARD FUNDS                           | 92206C870 | 02/26/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |            338 |                0 |  |  |  |  |
| VANGUARD INDEX FUNDS                     | 922908595 | 02/26/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |            130 |                0 |  |  |  |  |
| VANGUARD INDEX FUNDS                     | 922908710 | 02/26/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          39689 |                0 |  |  |  |  |
| VANGUARD INDEX FUNDS                     | 922908728 | 02/26/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           3302 |                0 |  |  |  |  |
| VANGUARD INDEX FUNDS                     | 922908769 | 02/26/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           2873 |                0 |  |  |  |  |
| COLUMBIA FUNDS                           | 197199110 | 02/26/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |        1017510 |                0 |  |  |  |  |
| COLUMBIA FUNDS                           | 197199128 | 02/26/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          64140 |                0 |  |  |  |  |
| VANGUARD CHESTER FUNDS                   | 92202E805 | 02/26/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           1742 |                0 |  |  |  |  |
| VANGUARD WELLESLEY INCOME FUND           | 921938106 | 02/26/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          17238 |                0 |  |  |  |  |
| VANGUARD BOND INDEX FUNDS                | 921937835 | 02/26/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           5161 |                0 |  |  |  |  |
| VANGUARD BOND INDEX FUNDS                | 921937603 | 02/26/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          40599 |                0 |  |  |  |  |
| VANGUARD/WELLINGTON FUND INC.            | 921935102 | 02/26/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          22386 |                0 |  |  |  |  |
| VANGUARD STAR FUNDS                      | 921909818 | 02/26/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          20488 |                0 |  |  |  |  |
| VANGUARD STAR FUNDS                      | 921909503 | 02/26/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          24024 |                0 |  |  |  |  |
| VANGUARD SPECIALIZED FUNDS               | 921908844 | 02/26/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          13442 |                0 |  |  |  |  |
| DEERE  COMPANY                           | 244199105 | 02/26/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           5148 |                0 |  |  |  |  |
| HOLOGIC, INC.                            | 436440101 | 02/26/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          79504 |                0 |  |  |  |  |
| DEERE  COMPANY                           | 244199105 | 02/26/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            468 |                0 |  |  |  |  |
| HOLOGIC, INC.                            | 436440101 | 02/26/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           9938 |                0 |  |  |  |  |
| DEERE  COMPANY                           | 244199105 | 02/26/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            468 |                0 |  |  |  |  |
| HOLOGIC, INC.                            | 436440101 | 02/26/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           9938 |                0 |  |  |  |  |
| DEERE  COMPANY                           | 244199105 | 02/26/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            936 |                0 |  |  |  |  |
| HOLOGIC, INC.                            | 436440101 | 02/26/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           9938 |                0 |  |  |  |  |
| DEERE  COMPANY                           | 244199105 | 02/26/2025     | S/H Proposal - Create a Non-Discriminatory Sexual Orientation Policy        | DIVERSITY, EQUITY, AND INCLUSION        |            468 |                0 |  |  |  |  |
| DEERE  COMPANY                           | 244199105 | 02/26/2025     | S/H Proposal - Report on Charitable Contributions                           | OTHER SOCIAL ISSUES                     |            468 |                0 |  |  |  |  |
| DEERE  COMPANY                           | 244199105 | 02/26/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |            468 |                0 |  |  |  |  |
| CLEARFIELD, INC.                         | 18482P103 | 02/27/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           1200 |                0 |  |  |  |  |
| TETRA TECH, INC.                         | 88162G103 | 02/27/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           7280 |                0 |  |  |  |  |
| CLEARFIELD, INC.                         | 18482P103 | 02/27/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            150 |                0 |  |  |  |  |
| TETRA TECH, INC.                         | 88162G103 | 02/27/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1040 |                0 |  |  |  |  |
| CLEARFIELD, INC.                         | 18482P103 | 02/27/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            150 |                0 |  |  |  |  |
| TETRA TECH, INC.                         | 88162G103 | 02/27/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1040 |                0 |  |  |  |  |
| UNITED DEVELOPMENT FUNDING IV            | 910187103 | 03/04/2025     | Approve Merger Agreement                                                    | EXTRAORDINARY TRANSACTIONS              |           1342 |                0 |  |  |  |  |
| APPLIED MATERIALS, INC.                  | 038222105 | 03/06/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          49920 |                0 |  |  |  |  |
| APPLIED MATERIALS, INC.                  | 038222105 | 03/06/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           4992 |                0 |  |  |  |  |
| APPLIED MATERIALS, INC.                  | 038222105 | 03/06/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           4992 |                0 |  |  |  |  |
| NOVARTIS AG                              | 66987V109 | 03/07/2025     | Election of Directors (Full Slate)                                          | DIRECTOR ELECTIONS                      |         202527 |                0 |  |  |  |  |
| NOVARTIS AG                              | 66987V109 | 03/07/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          46737 |                0 |  |  |  |  |
| NOVARTIS AG                              | 66987V109 | 03/07/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          15579 |                0 |  |  |  |  |
| NOVARTIS AG                              | 66987V109 | 03/07/2025     | Approve Director Liability Insurance                                        | CORPORATE GOVERNANCE                    |          15579 |                0 |  |  |  |  |
| NOVARTIS AG                              | 66987V109 | 03/07/2025     | Miscellaneous Compensation Plans                                            | COMPENSATION                            |          46737 |                0 |  |  |  |  |
| NOVARTIS AG                              | 66987V109 | 03/07/2025     | Dividends                                                                   | CAPITAL STRUCTURE                       |          15579 |                0 |  |  |  |  |
| NOVARTIS AG                              | 66987V109 | 03/07/2025     | Stock Repurchase Plan                                                       | CAPITAL STRUCTURE                       |          15579 |                0 |  |  |  |  |
| NOVARTIS AG                              | 66987V109 | 03/07/2025     | Approve Charter Amendment                                                   | CORPORATE GOVERNANCE                    |          31158 |                0 |  |  |  |  |
| NOVARTIS AG                              | 66987V109 | 03/07/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |          15579 |                0 |  |  |  |  |
| NOVARTIS AG                              | 66987V109 | 03/07/2025     | Authorize Stock Decrease                                                    | EXTRAORDINARY TRANSACTIONS              |          15579 |                0 |  |  |  |  |
| NOVARTIS AG                              | 66987V109 | 03/07/2025     | Adopt Accounts for Past Year                                                | INVESTMENT COMPANY MATTERS              |          31158 |                0 |  |  |  |  |
| JOHNSON CONTROLS INTERNATIONAL PLC       | G51502105 | 03/12/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            516 |                0 |  |  |  |  |
| TE CONNECTIVITY PLC                      | G87052109 | 03/12/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            552 |                0 |  |  |  |  |
| STARBUCKS CORPORATION                    | 855244109 | 03/12/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          71748 |                0 |  |  |  |  |
| JOHNSON CONTROLS INTERNATIONAL PLC       | G51502105 | 03/12/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             43 |                0 |  |  |  |  |
| TE CONNECTIVITY PLC                      | G87052109 | 03/12/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             46 |                0 |  |  |  |  |
| STARBUCKS CORPORATION                    | 855244109 | 03/12/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           7972 |                0 |  |  |  |  |
| JOHNSON CONTROLS INTERNATIONAL PLC       | G51502105 | 03/12/2025     | Eliminate Pre-Emptive Rights                                                | SHAREHOLDER RIGHTS AND DEFENSES         |             43 |                0 |  |  |  |  |
| JOHNSON CONTROLS INTERNATIONAL PLC       | G51502105 | 03/12/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             43 |                0 |  |  |  |  |
| TE CONNECTIVITY PLC                      | G87052109 | 03/12/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             46 |                0 |  |  |  |  |
| STARBUCKS CORPORATION                    | 855244109 | 03/12/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           7972 |                0 |  |  |  |  |
| TE CONNECTIVITY PLC                      | G87052109 | 03/12/2025     | Stock Repurchase Plan                                                       | CAPITAL STRUCTURE                       |             46 |                0 |  |  |  |  |
| JOHNSON CONTROLS INTERNATIONAL PLC       | G51502105 | 03/12/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |             43 |                0 |  |  |  |  |
| JOHNSON CONTROLS INTERNATIONAL PLC       | G51502105 | 03/12/2025     | Allot Securities                                                            | CAPITAL STRUCTURE                       |             86 |                0 |  |  |  |  |
| TE CONNECTIVITY PLC                      | G87052109 | 03/12/2025     | Allot Relevant Securities                                                   | CAPITAL STRUCTURE                       |             46 |                0 |  |  |  |  |
| STARBUCKS CORPORATION                    | 855244109 | 03/12/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           7972 |                0 |  |  |  |  |
| STARBUCKS CORPORATION                    | 855244109 | 03/12/2025     | S/H Proposal - Report on Charitable Contributions                           | OTHER SOCIAL ISSUES                     |           7972 |                0 |  |  |  |  |
| STARBUCKS CORPORATION                    | 855244109 | 03/12/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |           7972 |                0 |  |  |  |  |
| STARBUCKS CORPORATION                    | 855244109 | 03/12/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |           7972 |                0 |  |  |  |  |
| STARBUCKS CORPORATION                    | 855244109 | 03/12/2025     | S/H Proposal - Establish Independent Chairman                               | CORPORATE GOVERNANCE                    |           7972 |                0 |  |  |  |  |
| JOHNSON CONTROLS INTERNATIONAL PLC       | G51502105 | 03/12/2025     | Approve Remuneration of Directors and Auditors                              | AUDIT-RELATED                           |             43 |                0 |  |  |  |  |
| MULLEN AUTOMOTIVE INC.                   | 62526P505 | 03/13/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |              6 |                0 |  |  |  |  |
| F5, INC.                                 | 315616102 | 03/13/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          45012 |                0 |  |  |  |  |
| MULLEN AUTOMOTIVE INC.                   | 62526P505 | 03/13/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |              2 |                0 |  |  |  |  |
| F5, INC.                                 | 315616102 | 03/13/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           3751 |                0 |  |  |  |  |
| MULLEN AUTOMOTIVE INC.                   | 62526P505 | 03/13/2025     | Approve Motion to Adjourn Meeting                                           | CORPORATE GOVERNANCE                    |              2 |                0 |  |  |  |  |
| MULLEN AUTOMOTIVE INC.                   | 62526P505 | 03/13/2025     | Amend Stock Option Plan                                                     | COMPENSATION                            |              2 |                0 |  |  |  |  |
| MULLEN AUTOMOTIVE INC.                   | 62526P505 | 03/13/2025     | Amend Stock Compensation Plan                                               | COMPENSATION                            |              2 |                0 |  |  |  |  |
| F5, INC.                                 | 315616102 | 03/13/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           3751 |                0 |  |  |  |  |
| MULLEN AUTOMOTIVE INC.                   | 62526P505 | 03/13/2025     | Authorize Preferred Stock Increase                                          | EXTRAORDINARY TRANSACTIONS              |              2 |                0 |  |  |  |  |
| MULLEN AUTOMOTIVE INC.                   | 62526P505 | 03/13/2025     | Approve Reverse Stock Split                                                 | CAPITAL STRUCTURE                       |              2 |                0 |  |  |  |  |
| MULLEN AUTOMOTIVE INC.                   | 62526P505 | 03/13/2025     | Approve Issuance of Warrants                                                | EXTRAORDINARY TRANSACTIONS              |              2 |                0 |  |  |  |  |
| MULLEN AUTOMOTIVE INC.                   | 62526P505 | 03/13/2025     | Stock Issuance                                                              | CAPITAL STRUCTURE                       |             12 |                0 |  |  |  |  |
| QUALCOMM INCORPORATED                    | 747525103 | 03/18/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          68046 |                0 |  |  |  |  |
| QUALCOMM INCORPORATED                    | 747525103 | 03/18/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           6186 |                0 |  |  |  |  |
| QUALCOMM INCORPORATED                    | 747525103 | 03/18/2025     | Amend Stock Compensation Plan                                               | COMPENSATION                            |           6186 |                0 |  |  |  |  |
| QUALCOMM INCORPORATED                    | 747525103 | 03/18/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           6186 |                0 |  |  |  |  |
| QUALCOMM INCORPORATED                    | 747525103 | 03/18/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           6186 |                0 |  |  |  |  |
| KEYSIGHT TECHNOLOGIES, INC.              | 49338L103 | 03/20/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          22092 |                0 |  |  |  |  |
| THE WALT DISNEY COMPANY                  | 254687106 | 03/20/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |             10 |                0 |  |  |  |  |
| KEYSIGHT TECHNOLOGIES, INC.              | 49338L103 | 03/20/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           5523 |                0 |  |  |  |  |
| THE WALT DISNEY COMPANY                  | 254687106 | 03/20/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |              1 |                0 |  |  |  |  |
| KEYSIGHT TECHNOLOGIES, INC.              | 49338L103 | 03/20/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           5523 |                0 |  |  |  |  |
| THE WALT DISNEY COMPANY                  | 254687106 | 03/20/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |              1 |                0 |  |  |  |  |
| KEYSIGHT TECHNOLOGIES, INC.              | 49338L103 | 03/20/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           5523 |                0 |  |  |  |  |
| THE WALT DISNEY COMPANY                  | 254687106 | 03/20/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |              1 |                0 |  |  |  |  |
| THE WALT DISNEY COMPANY                  | 254687106 | 03/20/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |              1 |                0 |  |  |  |  |
| THE WALT DISNEY COMPANY                  | 254687106 | 03/20/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |              1 |                0 |  |  |  |  |
| SEI INSTITUTIONAL MANAGED TRUST          | 783925571 | 03/26/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          17470 |                0 |  |  |  |  |
| SEI INSTITUTIONAL MANAGED TRUST          | 783925571 | 03/26/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |           1747 |                0 |  |  |  |  |
| KAYNE ANDERSON SR NTS SE 7 DAY SNR TAXAB | 486606106 | 04/09/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            623 |                0 |  |  |  |  |
| KAYNE ANDERSON SR NTS SE 7 DAY SNR TAXAB | 486606106 | 04/09/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            623 |                0 |  |  |  |  |
| DOW INC.                                 | 260557103 | 04/10/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           1703 |                0 |  |  |  |  |
| DOW INC.                                 | 260557103 | 04/10/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            131 |                0 |  |  |  |  |
| DOW INC.                                 | 260557103 | 04/10/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            131 |                0 |  |  |  |  |
| ASTRAZENECA PLC                          | 046353108 | 04/11/2025     | Election of Directors (Full Slate)                                          | DIRECTOR ELECTIONS                      |         345688 |                0 |  |  |  |  |
| ASTRAZENECA PLC                          | 046353108 | 04/11/2025     | Eliminate Pre-Emptive Rights                                                | SHAREHOLDER RIGHTS AND DEFENSES         |          49384 |                0 |  |  |  |  |
| ASTRAZENECA PLC                          | 046353108 | 04/11/2025     | Dividends                                                                   | CAPITAL STRUCTURE                       |          24692 |                0 |  |  |  |  |
| ASTRAZENECA PLC                          | 046353108 | 04/11/2025     | Authorize Directors to Repurchase Shares                                    | CAPITAL STRUCTURE                       |          24692 |                0 |  |  |  |  |
| ASTRAZENECA PLC                          | 046353108 | 04/11/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |          49384 |                0 |  |  |  |  |
| ASTRAZENECA PLC                          | 046353108 | 04/11/2025     | Allot Relevant Securities                                                   | CAPITAL STRUCTURE                       |          24692 |                0 |  |  |  |  |
| ASTRAZENECA PLC                          | 046353108 | 04/11/2025     | Approve Remuneration of Directors and Auditors                              | AUDIT-RELATED                           |          24692 |                0 |  |  |  |  |
| ASTRAZENECA PLC                          | 046353108 | 04/11/2025     | Elect Supervisory Board Member                                              | DIRECTOR ELECTIONS                      |          24692 |                0 |  |  |  |  |
| ASTRAZENECA PLC                          | 046353108 | 04/11/2025     | Adopt Accounts for Past Year                                                | INVESTMENT COMPANY MATTERS              |          49384 |                0 |  |  |  |  |
| H.B. FULLER COMPANY                      | 359694106 | 04/15/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           3600 |                0 |  |  |  |  |
| U.S. BANCORP                             | 902973304 | 04/15/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         551866 |                0 |  |  |  |  |
| H.B. FULLER COMPANY                      | 359694106 | 04/15/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1200 |                0 |  |  |  |  |
| U.S. BANCORP                             | 902973304 | 04/15/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          39419 |                0 |  |  |  |  |
| H.B. FULLER COMPANY                      | 359694106 | 04/15/2025     | Amend Incentive Stock Option Plan                                           | COMPENSATION                            |           1200 |                0 |  |  |  |  |
| H.B. FULLER COMPANY                      | 359694106 | 04/15/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1200 |                0 |  |  |  |  |
| U.S. BANCORP                             | 902973304 | 04/15/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          39419 |                0 |  |  |  |  |
| U.S. BANCORP                             | 902973304 | 04/15/2025     | S/H Proposal - Create a Non-Discriminatory Sexual Orientation Policy        | DIVERSITY, EQUITY, AND INCLUSION        |          39419 |                0 |  |  |  |  |
| NESTLE S.A.                              | 641069406 | 04/16/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           6580 |                0 |  |  |  |  |
| THE SHERWIN-WILLIAMS COMPANY             | 824348106 | 04/16/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          28251 |                0 |  |  |  |  |
| NESTLE S.A.                              | 641069406 | 04/16/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            470 |                0 |  |  |  |  |
| THE SHERWIN-WILLIAMS COMPANY             | 824348106 | 04/16/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           3139 |                0 |  |  |  |  |
| THE SHERWIN-WILLIAMS COMPANY             | 824348106 | 04/16/2025     | Eliminate Supermajority Requirements                                        | CORPORATE GOVERNANCE                    |           6278 |                0 |  |  |  |  |
| NESTLE S.A.                              | 641069406 | 04/16/2025     | Miscellaneous Corporate Governance                                          | CORPORATE GOVERNANCE                    |           6110 |                0 |  |  |  |  |
| THE SHERWIN-WILLIAMS COMPANY             | 824348106 | 04/16/2025     | Adopt Incentive Stock Option Plan                                           | COMPENSATION                            |           3139 |                0 |  |  |  |  |
| THE SHERWIN-WILLIAMS COMPANY             | 824348106 | 04/16/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           3139 |                0 |  |  |  |  |
| NESTLE S.A.                              | 641069406 | 04/16/2025     | Miscellaneous Shareholder Proposal                                          | OTHER                                   |            470 |                0 |  |  |  |  |
| BP P.L.C.                                | 055622104 | 04/17/2025     | Election of Directors (Full Slate)                                          | DIRECTOR ELECTIONS                      |          10230 |                0 |  |  |  |  |
| TEXAS INSTRUMENTS INCORPORATED           | 882508104 | 04/17/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          98514 |                0 |  |  |  |  |
| A10 NETWORKS, INC.                       | 002121101 | 04/17/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            340 |                0 |  |  |  |  |
| BP P.L.C.                                | 055622104 | 04/17/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            930 |                0 |  |  |  |  |
| TEXAS INSTRUMENTS INCORPORATED           | 882508104 | 04/17/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           7578 |                0 |  |  |  |  |
| A10 NETWORKS, INC.                       | 002121101 | 04/17/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             68 |                0 |  |  |  |  |
| BP P.L.C.                                | 055622104 | 04/17/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1860 |                0 |  |  |  |  |
| BP P.L.C.                                | 055622104 | 04/17/2025     | Eliminate Pre-Emptive Rights                                                | SHAREHOLDER RIGHTS AND DEFENSES         |           1860 |                0 |  |  |  |  |
| A10 NETWORKS, INC.                       | 002121101 | 04/17/2025     | Amend Employee Stock Purchase Plan                                          | COMPENSATION                            |             68 |                0 |  |  |  |  |
| TEXAS INSTRUMENTS INCORPORATED           | 882508104 | 04/17/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           7578 |                0 |  |  |  |  |
| A10 NETWORKS, INC.                       | 002121101 | 04/17/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             68 |                0 |  |  |  |  |
| BP P.L.C.                                | 055622104 | 04/17/2025     | Authorize Directors to Repurchase Shares                                    | CAPITAL STRUCTURE                       |            930 |                0 |  |  |  |  |
| BP P.L.C.                                | 055622104 | 04/17/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |           2790 |                0 |  |  |  |  |
| BP P.L.C.                                | 055622104 | 04/17/2025     | Allot Relevant Securities                                                   | CAPITAL STRUCTURE                       |            930 |                0 |  |  |  |  |
| TEXAS INSTRUMENTS INCORPORATED           | 882508104 | 04/17/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           7578 |                0 |  |  |  |  |
| BP P.L.C.                                | 055622104 | 04/17/2025     | Receive Consolidated Financial Statements                                   | CORPORATE GOVERNANCE                    |            930 |                0 |  |  |  |  |
| BP P.L.C.                                | 055622104 | 04/17/2025     | Receive Directors' Report                                                   | CORPORATE GOVERNANCE                    |            930 |                0 |  |  |  |  |
| BP P.L.C.                                | 055622104 | 04/17/2025     | Approve Previous Board's Actions                                            | CORPORATE GOVERNANCE                    |            930 |                0 |  |  |  |  |
| BROADCOM INC                             | 11135F101 | 04/21/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          94032 |                0 |  |  |  |  |
| BROADCOM INC                             | 11135F101 | 04/21/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          10448 |                0 |  |  |  |  |
| BROADCOM INC                             | 11135F101 | 04/21/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          10448 |                0 |  |  |  |  |
| BANK OF AMERICA CORPORATION              | 060505104 | 04/22/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          16128 |                0 |  |  |  |  |
| ADOBE INC.                               | 00724F101 | 04/22/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          25718 |                0 |  |  |  |  |
| BANK OF AMERICA CORPORATION              | 060505104 | 04/22/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1152 |                0 |  |  |  |  |
| ADOBE INC.                               | 00724F101 | 04/22/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           2338 |                0 |  |  |  |  |
| ADOBE INC.                               | 00724F101 | 04/22/2025     | Amend Incentive Stock Option Plan                                           | COMPENSATION                            |           2338 |                0 |  |  |  |  |
| BANK OF AMERICA CORPORATION              | 060505104 | 04/22/2025     | Amend Stock Compensation Plan                                               | COMPENSATION                            |           1152 |                0 |  |  |  |  |
| BANK OF AMERICA CORPORATION              | 060505104 | 04/22/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1152 |                0 |  |  |  |  |
| ADOBE INC.                               | 00724F101 | 04/22/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           2338 |                0 |  |  |  |  |
| BANK OF AMERICA CORPORATION              | 060505104 | 04/22/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           2304 |                0 |  |  |  |  |
| ADOBE INC.                               | 00724F101 | 04/22/2025     | S/H Proposal - Golden Parachutes to Vote                                    | COMPENSATION                            |           2338 |                0 |  |  |  |  |
| BANK OF AMERICA CORPORATION              | 060505104 | 04/22/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |           1152 |                0 |  |  |  |  |
| BANK OF AMERICA CORPORATION              | 060505104 | 04/22/2025     | S/H Proposal - Animal Rights                                                | OTHER SOCIAL ISSUES                     |           1152 |                0 |  |  |  |  |
| EATON CORPORATION PLC                    | G29183103 | 04/23/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          39576 |                0 |  |  |  |  |
| THE CIGNA GROUP                          | 125523100 | 04/23/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           5665 |                0 |  |  |  |  |
| EATON CORPORATION PLC                    | G29183103 | 04/23/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           3298 |                0 |  |  |  |  |
| THE CIGNA GROUP                          | 125523100 | 04/23/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            515 |                0 |  |  |  |  |
| EATON CORPORATION PLC                    | G29183103 | 04/23/2025     | Eliminate Pre-Emptive Rights                                                | SHAREHOLDER RIGHTS AND DEFENSES         |           3298 |                0 |  |  |  |  |
| EATON CORPORATION PLC                    | G29183103 | 04/23/2025     | Approve Option Grants                                                       | COMPENSATION                            |           3298 |                0 |  |  |  |  |
| EATON CORPORATION PLC                    | G29183103 | 04/23/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           3298 |                0 |  |  |  |  |
| THE CIGNA GROUP                          | 125523100 | 04/23/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            515 |                0 |  |  |  |  |
| EATON CORPORATION PLC                    | G29183103 | 04/23/2025     | Authorize Directors to Repurchase Shares                                    | CAPITAL STRUCTURE                       |           3298 |                0 |  |  |  |  |
| THE CIGNA GROUP                          | 125523100 | 04/23/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            515 |                0 |  |  |  |  |
| CITIZENS FINANCIAL GROUP, INC.           | 174610105 | 04/24/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         358046 |                0 |  |  |  |  |
| JOHNSON  JOHNSON                         | 478160104 | 04/24/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         118998 |                0 |  |  |  |  |
| THE BOEING COMPANY                       | 097023105 | 04/24/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           2585 |                0 |  |  |  |  |
| EDISON INTERNATIONAL                     | 281020107 | 04/24/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           1100 |                0 |  |  |  |  |
| PFIZER INC.                              | 717081103 | 04/24/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           5954 |                0 |  |  |  |  |
| CITIZENS FINANCIAL GROUP, INC.           | 174610105 | 04/24/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          27542 |                0 |  |  |  |  |
| JOHNSON  JOHNSON                         | 478160104 | 04/24/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          10818 |                0 |  |  |  |  |
| THE BOEING COMPANY                       | 097023105 | 04/24/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            235 |                0 |  |  |  |  |
| EDISON INTERNATIONAL                     | 281020107 | 04/24/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            100 |                0 |  |  |  |  |
| PFIZER INC.                              | 717081103 | 04/24/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            458 |                0 |  |  |  |  |
| EDISON INTERNATIONAL                     | 281020107 | 04/24/2025     | Amend Incentive Stock Option Plan                                           | COMPENSATION                            |            100 |                0 |  |  |  |  |
| CITIZENS FINANCIAL GROUP, INC.           | 174610105 | 04/24/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          27542 |                0 |  |  |  |  |
| JOHNSON  JOHNSON                         | 478160104 | 04/24/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          10818 |                0 |  |  |  |  |
| THE BOEING COMPANY                       | 097023105 | 04/24/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            235 |                0 |  |  |  |  |
| EDISON INTERNATIONAL                     | 281020107 | 04/24/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            100 |                0 |  |  |  |  |
| PFIZER INC.                              | 717081103 | 04/24/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            458 |                0 |  |  |  |  |
| THE BOEING COMPANY                       | 097023105 | 04/24/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            235 |                0 |  |  |  |  |
| EDISON INTERNATIONAL                     | 281020107 | 04/24/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            100 |                0 |  |  |  |  |
| JOHNSON  JOHNSON                         | 478160104 | 04/24/2025     | S/H Proposal - Golden Parachutes to Vote                                    | COMPENSATION                            |          10818 |                0 |  |  |  |  |
| PFIZER INC.                              | 717081103 | 04/24/2025     | S/H Proposal - Golden Parachutes to Vote                                    | COMPENSATION                            |            458 |                0 |  |  |  |  |
| JOHNSON  JOHNSON                         | 478160104 | 04/24/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          10818 |                0 |  |  |  |  |
| THE BOEING COMPANY                       | 097023105 | 04/24/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |            235 |                0 |  |  |  |  |
| PFIZER INC.                              | 717081103 | 04/24/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |            458 |                0 |  |  |  |  |
| ABBOTT LABORATORIES                      | 002824100 | 04/25/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         295320 |                0 |  |  |  |  |
| ABBOTT LABORATORIES                      | 002824100 | 04/25/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          24610 |                0 |  |  |  |  |
| ABBOTT LABORATORIES                      | 002824100 | 04/25/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          24610 |                0 |  |  |  |  |
| CONSTELLATION ENERGY CORP                | 21037T109 | 04/29/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |            585 |                0 |  |  |  |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/29/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           8099 |                0 |  |  |  |  |
| EXELON CORPORATION                       | 30161N101 | 04/29/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           3150 |                0 |  |  |  |  |
| AMERICAN EXPRESS COMPANY                 | 025816109 | 04/29/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           1200 |                0 |  |  |  |  |
| WELLS FARGO  COMPANY                     | 949746101 | 04/29/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          87152 |                0 |  |  |  |  |
| CONSTELLATION ENERGY CORP                | 21037T109 | 04/29/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            117 |                0 |  |  |  |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/29/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            623 |                0 |  |  |  |  |
| EXELON CORPORATION                       | 30161N101 | 04/29/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            350 |                0 |  |  |  |  |
| AMERICAN EXPRESS COMPANY                 | 025816109 | 04/29/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            100 |                0 |  |  |  |  |
| WELLS FARGO  COMPANY                     | 949746101 | 04/29/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           6704 |                0 |  |  |  |  |
| CONSTELLATION ENERGY CORP                | 21037T109 | 04/29/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            117 |                0 |  |  |  |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/29/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            623 |                0 |  |  |  |  |
| EXELON CORPORATION                       | 30161N101 | 04/29/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            350 |                0 |  |  |  |  |
| AMERICAN EXPRESS COMPANY                 | 025816109 | 04/29/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            100 |                0 |  |  |  |  |
| WELLS FARGO  COMPANY                     | 949746101 | 04/29/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           6704 |                0 |  |  |  |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/29/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            623 |                0 |  |  |  |  |
| AMERICAN EXPRESS COMPANY                 | 025816109 | 04/29/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            200 |                0 |  |  |  |  |
| WELLS FARGO  COMPANY                     | 949746101 | 04/29/2025     | S/H Proposal - Create a Non-Discriminatory Sexual Orientation Policy        | DIVERSITY, EQUITY, AND INCLUSION        |           6704 |                0 |  |  |  |  |
| WELLS FARGO  COMPANY                     | 949746101 | 04/29/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |           6704 |                0 |  |  |  |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/29/2025     | S/H Proposal - Political/Government                                         | OTHER SOCIAL ISSUES                     |            623 |                0 |  |  |  |  |
| WELLS FARGO  COMPANY                     | 949746101 | 04/29/2025     | S/H Proposal - Political/Government                                         | OTHER SOCIAL ISSUES                     |           6704 |                0 |  |  |  |  |
| WELLS FARGO  COMPANY                     | 949746101 | 04/29/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |           6704 |                0 |  |  |  |  |
| MODERNA, INC.                            | 60770K107 | 04/30/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           1314 |                0 |  |  |  |  |
| THE COCA-COLA COMPANY                    | 191216100 | 04/30/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           5643 |                0 |  |  |  |  |
| W.W. GRAINGER, INC.                      | 384802104 | 04/30/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          16116 |                0 |  |  |  |  |
| CHORD ENERGY CORPORATION                 | 674215207 | 04/30/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          65120 |                0 |  |  |  |  |
| SOLVENTUM CORPORATION                    | 83444M101 | 04/30/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            400 |                0 |  |  |  |  |
| MARATHON PETROLEUM CORPORATION           | 56585A102 | 04/30/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            244 |                0 |  |  |  |  |
| MOLINA HEALTHCARE, INC.                  | 60855R100 | 04/30/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          25596 |                0 |  |  |  |  |
| CORTEVA INC.                             | 22052L104 | 04/30/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           2172 |                0 |  |  |  |  |
| NEWMONT CORPORATION                      | 651639106 | 04/30/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            552 |                0 |  |  |  |  |
| MODERNA, INC.                            | 60770K107 | 04/30/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            438 |                0 |  |  |  |  |
| THE COCA-COLA COMPANY                    | 191216100 | 04/30/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            513 |                0 |  |  |  |  |
| W.W. GRAINGER, INC.                      | 384802104 | 04/30/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1343 |                0 |  |  |  |  |
| CHORD ENERGY CORPORATION                 | 674215207 | 04/30/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           5920 |                0 |  |  |  |  |
| SOLVENTUM CORPORATION                    | 83444M101 | 04/30/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            100 |                0 |  |  |  |  |
| MARATHON PETROLEUM CORPORATION           | 56585A102 | 04/30/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             61 |                0 |  |  |  |  |
| MOLINA HEALTHCARE, INC.                  | 60855R100 | 04/30/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           2844 |                0 |  |  |  |  |
| CORTEVA INC.                             | 22052L104 | 04/30/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            181 |                0 |  |  |  |  |
| NEWMONT CORPORATION                      | 651639106 | 04/30/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             46 |                0 |  |  |  |  |
| MARATHON PETROLEUM CORPORATION           | 56585A102 | 04/30/2025     | Eliminate Supermajority Requirements                                        | CORPORATE GOVERNANCE                    |             61 |                0 |  |  |  |  |
| W.W. GRAINGER, INC.                      | 384802104 | 04/30/2025     | Eliminate Cumulative Voting                                                 | SHAREHOLDER RIGHTS AND DEFENSES         |           1343 |                0 |  |  |  |  |
| MARATHON PETROLEUM CORPORATION           | 56585A102 | 04/30/2025     | Declassify Board                                                            | SHAREHOLDER RIGHTS AND DEFENSES         |             61 |                0 |  |  |  |  |
| MOLINA HEALTHCARE, INC.                  | 60855R100 | 04/30/2025     | Adopt Incentive Stock Option Plan                                           | COMPENSATION                            |           2844 |                0 |  |  |  |  |
| SOLVENTUM CORPORATION                    | 83444M101 | 04/30/2025     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |            100 |                0 |  |  |  |  |
| MODERNA, INC.                            | 60770K107 | 04/30/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            438 |                0 |  |  |  |  |
| THE COCA-COLA COMPANY                    | 191216100 | 04/30/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            513 |                0 |  |  |  |  |
| W.W. GRAINGER, INC.                      | 384802104 | 04/30/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1343 |                0 |  |  |  |  |
| CHORD ENERGY CORPORATION                 | 674215207 | 04/30/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           5920 |                0 |  |  |  |  |
| SOLVENTUM CORPORATION                    | 83444M101 | 04/30/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            100 |                0 |  |  |  |  |
| MARATHON PETROLEUM CORPORATION           | 56585A102 | 04/30/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             61 |                0 |  |  |  |  |
| MOLINA HEALTHCARE, INC.                  | 60855R100 | 04/30/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           2844 |                0 |  |  |  |  |
| CORTEVA INC.                             | 22052L104 | 04/30/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            181 |                0 |  |  |  |  |
| NEWMONT CORPORATION                      | 651639106 | 04/30/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             46 |                0 |  |  |  |  |
| THE COCA-COLA COMPANY                    | 191216100 | 04/30/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           2052 |                0 |  |  |  |  |
| MOLINA HEALTHCARE, INC.                  | 60855R100 | 04/30/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           2844 |                0 |  |  |  |  |
| MARATHON PETROLEUM CORPORATION           | 56585A102 | 04/30/2025     | S/H Proposal - Election of Directors By Majority Vote                       | DIRECTOR ELECTIONS                      |             61 |                0 |  |  |  |  |
| THE COCA-COLA COMPANY                    | 191216100 | 04/30/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |            513 |                0 |  |  |  |  |
| THE COCA-COLA COMPANY                    | 191216100 | 04/30/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |            513 |                0 |  |  |  |  |
| RTX CORPORATION                          | 75513E101 | 05/01/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          97614 |                0 |  |  |  |  |
| DUKE ENERGY CORPORATION                  | 26441C204 | 05/01/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           1596 |                0 |  |  |  |  |
| LANTHEUS HOLDINGS, INC.                  | 516544103 | 05/01/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          26824 |                0 |  |  |  |  |
| CORNING INCORPORATED                     | 219350105 | 05/01/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           2304 |                0 |  |  |  |  |
| HALOZYME THERAPEUTICS, INC.              | 40637H109 | 05/01/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          64090 |                0 |  |  |  |  |
| RTX CORPORATION                          | 75513E101 | 05/01/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           8874 |                0 |  |  |  |  |
| DUKE ENERGY CORPORATION                  | 26441C204 | 05/01/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            114 |                0 |  |  |  |  |
| LANTHEUS HOLDINGS, INC.                  | 516544103 | 05/01/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           6706 |                0 |  |  |  |  |
| CORNING INCORPORATED                     | 219350105 | 05/01/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            256 |                0 |  |  |  |  |
| HALOZYME THERAPEUTICS, INC.              | 40637H109 | 05/01/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          32045 |                0 |  |  |  |  |
| LANTHEUS HOLDINGS, INC.                  | 516544103 | 05/01/2025     | Declassify Board                                                            | SHAREHOLDER RIGHTS AND DEFENSES         |           6706 |                0 |  |  |  |  |
| RTX CORPORATION                          | 75513E101 | 05/01/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           8874 |                0 |  |  |  |  |
| DUKE ENERGY CORPORATION                  | 26441C204 | 05/01/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            114 |                0 |  |  |  |  |
| LANTHEUS HOLDINGS, INC.                  | 516544103 | 05/01/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           6706 |                0 |  |  |  |  |
| CORNING INCORPORATED                     | 219350105 | 05/01/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            256 |                0 |  |  |  |  |
| HALOZYME THERAPEUTICS, INC.              | 40637H109 | 05/01/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          32045 |                0 |  |  |  |  |
| RTX CORPORATION                          | 75513E101 | 05/01/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           8874 |                0 |  |  |  |  |
| DUKE ENERGY CORPORATION                  | 26441C204 | 05/01/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            114 |                0 |  |  |  |  |
| DUKE ENERGY CORPORATION                  | 26441C204 | 05/01/2025     | S/H Proposal - Election of Directors By Majority Vote                       | DIRECTOR ELECTIONS                      |            114 |                0 |  |  |  |  |
| ENTERGY CORPORATION                      | 29364G103 | 05/02/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           9540 |                0 |  |  |  |  |
| ENTERGY CORPORATION                      | 29364G103 | 05/02/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            954 |                0 |  |  |  |  |
| ENTERGY CORPORATION                      | 29364G103 | 05/02/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            954 |                0 |  |  |  |  |
| BERKSHIRE HATHAWAY INC.                  | 084670702 | 05/03/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          54925 |                0 |  |  |  |  |
| BERKSHIRE HATHAWAY INC.                  | 084670702 | 05/03/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           4225 |                0 |  |  |  |  |
| BERKSHIRE HATHAWAY INC.                  | 084670702 | 05/03/2025     | S/H Proposal - Increase Disclosure of Executive Compensation                | COMPENSATION                            |           4225 |                0 |  |  |  |  |
| BERKSHIRE HATHAWAY INC.                  | 084670702 | 05/03/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |           8450 |                0 |  |  |  |  |
| BERKSHIRE HATHAWAY INC.                  | 084670702 | 05/03/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          12675 |                0 |  |  |  |  |
| TOOTSIE ROLL INDUSTRIES, INC.            | 890516107 | 05/05/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           4385 |                0 |  |  |  |  |
| AFLAC INCORPORATED                       | 001055102 | 05/05/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           1144 |                0 |  |  |  |  |
| TOOTSIE ROLL INDUSTRIES, INC.            | 890516107 | 05/05/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            877 |                0 |  |  |  |  |
| AFLAC INCORPORATED                       | 001055102 | 05/05/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            104 |                0 |  |  |  |  |
| AFLAC INCORPORATED                       | 001055102 | 05/05/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            104 |                0 |  |  |  |  |
| PENTAIR PLC                              | G7S00T104 | 05/06/2025     | Election of Directors (Full Slate)                                          | DIRECTOR ELECTIONS                      |            110 |                0 |  |  |  |  |
| BAXTER INTERNATIONAL INC.                | 071813109 | 05/06/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           7000 |                0 |  |  |  |  |
| BRISTOL-MYERS SQUIBB COMPANY             | 110122108 | 05/06/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           1100 |                0 |  |  |  |  |
| INTEL CORPORATION                        | 458140100 | 05/06/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           2200 |                0 |  |  |  |  |
| DANAHER CORPORATION                      | 235851102 | 05/06/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            156 |                0 |  |  |  |  |
| GE AEROSPACE                             | 369604301 | 05/06/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           2950 |                0 |  |  |  |  |
| BAXTER INTERNATIONAL INC.                | 071813109 | 05/06/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            700 |                0 |  |  |  |  |
| BRISTOL-MYERS SQUIBB COMPANY             | 110122108 | 05/06/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            100 |                0 |  |  |  |  |
| INTEL CORPORATION                        | 458140100 | 05/06/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            200 |                0 |  |  |  |  |
| PENTAIR PLC                              | G7S00T104 | 05/06/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             11 |                0 |  |  |  |  |
| DANAHER CORPORATION                      | 235851102 | 05/06/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             12 |                0 |  |  |  |  |
| GE AEROSPACE                             | 369604301 | 05/06/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            295 |                0 |  |  |  |  |
| PENTAIR PLC                              | G7S00T104 | 05/06/2025     | Eliminate Pre-Emptive Rights                                                | SHAREHOLDER RIGHTS AND DEFENSES         |             11 |                0 |  |  |  |  |
| INTEL CORPORATION                        | 458140100 | 05/06/2025     | Amend Incentive Stock Option Plan                                           | COMPENSATION                            |            200 |                0 |  |  |  |  |
| BAXTER INTERNATIONAL INC.                | 071813109 | 05/06/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            700 |                0 |  |  |  |  |
| BRISTOL-MYERS SQUIBB COMPANY             | 110122108 | 05/06/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            100 |                0 |  |  |  |  |
| INTEL CORPORATION                        | 458140100 | 05/06/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            200 |                0 |  |  |  |  |
| PENTAIR PLC                              | G7S00T104 | 05/06/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             11 |                0 |  |  |  |  |
| DANAHER CORPORATION                      | 235851102 | 05/06/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             12 |                0 |  |  |  |  |
| GE AEROSPACE                             | 369604301 | 05/06/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            295 |                0 |  |  |  |  |
| PENTAIR PLC                              | G7S00T104 | 05/06/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |             11 |                0 |  |  |  |  |
| PENTAIR PLC                              | G7S00T104 | 05/06/2025     | Allot Relevant Securities                                                   | CAPITAL STRUCTURE                       |             11 |                0 |  |  |  |  |
| BAXTER INTERNATIONAL INC.                | 071813109 | 05/06/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            700 |                0 |  |  |  |  |
| BRISTOL-MYERS SQUIBB COMPANY             | 110122108 | 05/06/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            200 |                0 |  |  |  |  |
| INTEL CORPORATION                        | 458140100 | 05/06/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            400 |                0 |  |  |  |  |
| GE AEROSPACE                             | 369604301 | 05/06/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            295 |                0 |  |  |  |  |
| INTEL CORPORATION                        | 458140100 | 05/06/2025     | S/H Proposal - Report on Charitable Contributions                           | OTHER SOCIAL ISSUES                     |            200 |                0 |  |  |  |  |
| ALLISON TRANSMISSION HOLDINGS, INC.      | 01973R101 | 05/07/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         172971 |                0 |  |  |  |  |
| PHILIP MORRIS INTERNATIONAL INC.         | 718172109 | 05/07/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          13255 |                0 |  |  |  |  |
| PEPSICO, INC.                            | 713448108 | 05/07/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            285 |                0 |  |  |  |  |
| S GLOBAL INC.                            | 78409V104 | 05/07/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          19998 |                0 |  |  |  |  |
| ALLISON TRANSMISSION HOLDINGS, INC.      | 01973R101 | 05/07/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          19219 |                0 |  |  |  |  |
| PHILIP MORRIS INTERNATIONAL INC.         | 718172109 | 05/07/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1205 |                0 |  |  |  |  |
| PEPSICO, INC.                            | 713448108 | 05/07/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             19 |                0 |  |  |  |  |
| S GLOBAL INC.                            | 78409V104 | 05/07/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           2222 |                0 |  |  |  |  |
| ALLISON TRANSMISSION HOLDINGS, INC.      | 01973R101 | 05/07/2025     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |          19219 |                0 |  |  |  |  |
| ALLISON TRANSMISSION HOLDINGS, INC.      | 01973R101 | 05/07/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          19219 |                0 |  |  |  |  |
| PHILIP MORRIS INTERNATIONAL INC.         | 718172109 | 05/07/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1205 |                0 |  |  |  |  |
| PEPSICO, INC.                            | 713448108 | 05/07/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             19 |                0 |  |  |  |  |
| S GLOBAL INC.                            | 78409V104 | 05/07/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           2222 |                0 |  |  |  |  |
| ALLISON TRANSMISSION HOLDINGS, INC.      | 01973R101 | 05/07/2025     | Approve Charter Amendment                                                   | CORPORATE GOVERNANCE                    |          19219 |                0 |  |  |  |  |
| PEPSICO, INC.                            | 713448108 | 05/07/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |             19 |                0 |  |  |  |  |
| PEPSICO, INC.                            | 713448108 | 05/07/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |             38 |                0 |  |  |  |  |
| PEPSICO, INC.                            | 713448108 | 05/07/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |             19 |                0 |  |  |  |  |
| S GLOBAL INC.                            | 78409V104 | 05/07/2025     | S/H Proposal - Executive Pay to Social Criteria                             | DIVERSITY, EQUITY, AND INCLUSION        |           2222 |                0 |  |  |  |  |
| MUELLER INDUSTRIES, INC.                 | 624756102 | 05/08/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |         124504 |                0 |  |  |  |  |
| NMI HOLDINGS, INC.                       | 629209305 | 05/08/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |         178641 |                0 |  |  |  |  |
| AMEREN CORPORATION                       | 023608102 | 05/08/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |             78 |                0 |  |  |  |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/08/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         129756 |                0 |  |  |  |  |
| EDWARDS LIFESCIENCES CORPORATION         | 28176E108 | 05/08/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            405 |                0 |  |  |  |  |
| WEC ENERGY GROUP, INC.                   | 92939U106 | 05/08/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           2197 |                0 |  |  |  |  |
| ZEBRA TECHNOLOGIES CORPORATION           | 989207105 | 05/08/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           6786 |                0 |  |  |  |  |
| FORD MOTOR COMPANY                       | 345370860 | 05/08/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          27075 |                0 |  |  |  |  |
| UNION PACIFIC CORPORATION                | 907818108 | 05/08/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         121165 |                0 |  |  |  |  |
| ECOLAB INC.                              | 278865100 | 05/08/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         110552 |                0 |  |  |  |  |
| MUELLER INDUSTRIES, INC.                 | 624756102 | 05/08/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          15563 |                0 |  |  |  |  |
| AMEREN CORPORATION                       | 023608102 | 05/08/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |              6 |                0 |  |  |  |  |
| NMI HOLDINGS, INC.                       | 629209305 | 05/08/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          19849 |                0 |  |  |  |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/08/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          10813 |                0 |  |  |  |  |
| EDWARDS LIFESCIENCES CORPORATION         | 28176E108 | 05/08/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             45 |                0 |  |  |  |  |
| WEC ENERGY GROUP, INC.                   | 92939U106 | 05/08/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            169 |                0 |  |  |  |  |
| ZEBRA TECHNOLOGIES CORPORATION           | 989207105 | 05/08/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           2262 |                0 |  |  |  |  |
| FORD MOTOR COMPANY                       | 345370860 | 05/08/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1805 |                0 |  |  |  |  |
| UNION PACIFIC CORPORATION                | 907818108 | 05/08/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          11015 |                0 |  |  |  |  |
| ECOLAB INC.                              | 278865100 | 05/08/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           8504 |                0 |  |  |  |  |
| WEC ENERGY GROUP, INC.                   | 92939U106 | 05/08/2025     | Eliminate Supermajority Requirements                                        | CORPORATE GOVERNANCE                    |            338 |                0 |  |  |  |  |
| EDWARDS LIFESCIENCES CORPORATION         | 28176E108 | 05/08/2025     | Amend Employee Stock Purchase Plan                                          | COMPENSATION                            |             90 |                0 |  |  |  |  |
| NMI HOLDINGS, INC.                       | 629209305 | 05/08/2025     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |          19849 |                0 |  |  |  |  |
| MUELLER INDUSTRIES, INC.                 | 624756102 | 05/08/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          15563 |                0 |  |  |  |  |
| AMEREN CORPORATION                       | 023608102 | 05/08/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |              6 |                0 |  |  |  |  |
| NMI HOLDINGS, INC.                       | 629209305 | 05/08/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          19849 |                0 |  |  |  |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/08/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          10813 |                0 |  |  |  |  |
| EDWARDS LIFESCIENCES CORPORATION         | 28176E108 | 05/08/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             45 |                0 |  |  |  |  |
| WEC ENERGY GROUP, INC.                   | 92939U106 | 05/08/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            169 |                0 |  |  |  |  |
| ZEBRA TECHNOLOGIES CORPORATION           | 989207105 | 05/08/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           2262 |                0 |  |  |  |  |
| FORD MOTOR COMPANY                       | 345370860 | 05/08/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1805 |                0 |  |  |  |  |
| UNION PACIFIC CORPORATION                | 907818108 | 05/08/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          11015 |                0 |  |  |  |  |
| ECOLAB INC.                              | 278865100 | 05/08/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           8504 |                0 |  |  |  |  |
| FORD MOTOR COMPANY                       | 345370860 | 05/08/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |           1805 |                0 |  |  |  |  |
| ECOLAB INC.                              | 278865100 | 05/08/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |           8504 |                0 |  |  |  |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/08/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |          10813 |                0 |  |  |  |  |
| UNION PACIFIC CORPORATION                | 907818108 | 05/08/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |          11015 |                0 |  |  |  |  |
| WEC ENERGY GROUP, INC.                   | 92939U106 | 05/08/2025     | S/H Proposal - Election of Directors By Majority Vote                       | DIRECTOR ELECTIONS                      |            169 |                0 |  |  |  |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/08/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |          10813 |                0 |  |  |  |  |
| FORD MOTOR COMPANY                       | 345370860 | 05/08/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |           1805 |                0 |  |  |  |  |
| AMEREN CORPORATION                       | 023608102 | 05/08/2025     | S/H Proposal - Report/Reduce Greenhouse Gas Emissions                       | ENVIRONMENT OR CLIMATE                  |              6 |                0 |  |  |  |  |
| FORD MOTOR COMPANY                       | 345370860 | 05/08/2025     | S/H Proposal - Report/Reduce Greenhouse Gas Emissions                       | ENVIRONMENT OR CLIMATE                  |           1805 |                0 |  |  |  |  |
| THE AES CORPORATION                      | 00130H105 | 05/09/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           8338 |                0 |  |  |  |  |
| MASCO CORPORATION                        | 574599106 | 05/09/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          33198 |                0 |  |  |  |  |
| MARRIOTT INTERNATIONAL, INC.             | 571903202 | 05/09/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           4472 |                0 |  |  |  |  |
| LOCKHEED MARTIN CORPORATION              | 539830109 | 05/09/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          35250 |                0 |  |  |  |  |
| ABBVIE INC.                              | 00287Y109 | 05/09/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          43476 |                0 |  |  |  |  |
| TERADYNE, INC.                           | 880770102 | 05/09/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          41867 |                0 |  |  |  |  |
| THE AES CORPORATION                      | 00130H105 | 05/09/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            758 |                0 |  |  |  |  |
| MASCO CORPORATION                        | 574599106 | 05/09/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          11066 |                0 |  |  |  |  |
| MARRIOTT INTERNATIONAL, INC.             | 571903202 | 05/09/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            344 |                0 |  |  |  |  |
| LOCKHEED MARTIN CORPORATION              | 539830109 | 05/09/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           3525 |                0 |  |  |  |  |
| ABBVIE INC.                              | 00287Y109 | 05/09/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          10869 |                0 |  |  |  |  |
| TERADYNE, INC.                           | 880770102 | 05/09/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           5981 |                0 |  |  |  |  |
| MASCO CORPORATION                        | 574599106 | 05/09/2025     | Eliminate Supermajority Requirements                                        | CORPORATE GOVERNANCE                    |          11066 |                0 |  |  |  |  |
| ABBVIE INC.                              | 00287Y109 | 05/09/2025     | Eliminate Supermajority Requirements                                        | CORPORATE GOVERNANCE                    |          10869 |                0 |  |  |  |  |
| THE AES CORPORATION                      | 00130H105 | 05/09/2025     | Approve Stock Compensation Plan                                             | COMPENSATION                            |            758 |                0 |  |  |  |  |
| TERADYNE, INC.                           | 880770102 | 05/09/2025     | Amend Stock Compensation Plan                                               | COMPENSATION                            |           5981 |                0 |  |  |  |  |
| THE AES CORPORATION                      | 00130H105 | 05/09/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            758 |                0 |  |  |  |  |
| MASCO CORPORATION                        | 574599106 | 05/09/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          11066 |                0 |  |  |  |  |
| MARRIOTT INTERNATIONAL, INC.             | 571903202 | 05/09/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            344 |                0 |  |  |  |  |
| LOCKHEED MARTIN CORPORATION              | 539830109 | 05/09/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           3525 |                0 |  |  |  |  |
| ABBVIE INC.                              | 00287Y109 | 05/09/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          10869 |                0 |  |  |  |  |
| TERADYNE, INC.                           | 880770102 | 05/09/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           5981 |                0 |  |  |  |  |
| MASCO CORPORATION                        | 574599106 | 05/09/2025     | Approve Charter Amendment                                                   | CORPORATE GOVERNANCE                    |          11066 |                0 |  |  |  |  |
| MASCO CORPORATION                        | 574599106 | 05/09/2025     | Amend Articles-Board Related                                                | CORPORATE GOVERNANCE                    |          11066 |                0 |  |  |  |  |
| THE AES CORPORATION                      | 00130H105 | 05/09/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            758 |                0 |  |  |  |  |
| LOCKHEED MARTIN CORPORATION              | 539830109 | 05/09/2025     | S/H Proposal - Golden Parachutes to Vote                                    | COMPENSATION                            |           3525 |                0 |  |  |  |  |
| ABBVIE INC.                              | 00287Y109 | 05/09/2025     | S/H Proposal - Election of Directors By Majority Vote                       | DIRECTOR ELECTIONS                      |          10869 |                0 |  |  |  |  |
| TERADYNE, INC.                           | 880770102 | 05/09/2025     | S/H Proposal - Political/Government                                         | OTHER SOCIAL ISSUES                     |           5981 |                0 |  |  |  |  |
| LOCKHEED MARTIN CORPORATION              | 539830109 | 05/09/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |           7050 |                0 |  |  |  |  |
| INTERNATIONAL PAPER COMPANY              | 460146103 | 05/12/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           1100 |                0 |  |  |  |  |
| INTERNATIONAL PAPER COMPANY              | 460146103 | 05/12/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            100 |                0 |  |  |  |  |
| INTERNATIONAL PAPER COMPANY              | 460146103 | 05/12/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            100 |                0 |  |  |  |  |
| INTERNATIONAL PAPER COMPANY              | 460146103 | 05/12/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |            100 |                0 |  |  |  |  |
| CELCUITY INC.                            | 15102K100 | 05/13/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          20685 |                0 |  |  |  |  |
| TXNM ENERGY, INC.                        | 69349H107 | 05/13/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           2370 |                0 |  |  |  |  |
| CONSTELLATION SOFTWARE INC.              | 21037X100 | 05/13/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           5535 |                0 |  |  |  |  |
| 3M COMPANY                               | 88579Y101 | 05/13/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          10263 |                0 |  |  |  |  |
| CUMMINS INC.                             | 231021106 | 05/13/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          59400 |                0 |  |  |  |  |
| WASTE MANAGEMENT, INC.                   | 94106L109 | 05/13/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           1017 |                0 |  |  |  |  |
| TXNM ENERGY, INC.                        | 69349H107 | 05/13/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            237 |                0 |  |  |  |  |
| CONSTELLATION SOFTWARE INC.              | 21037X100 | 05/13/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            615 |                0 |  |  |  |  |
| 3M COMPANY                               | 88579Y101 | 05/13/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            933 |                0 |  |  |  |  |
| CELCUITY INC.                            | 15102K100 | 05/13/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           2955 |                0 |  |  |  |  |
| CUMMINS INC.                             | 231021106 | 05/13/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           5400 |                0 |  |  |  |  |
| WASTE MANAGEMENT, INC.                   | 94106L109 | 05/13/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            113 |                0 |  |  |  |  |
| CELCUITY INC.                            | 15102K100 | 05/13/2025     | Amend Stock Compensation Plan                                               | COMPENSATION                            |           2955 |                0 |  |  |  |  |
| TXNM ENERGY, INC.                        | 69349H107 | 05/13/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            237 |                0 |  |  |  |  |
| CONSTELLATION SOFTWARE INC.              | 21037X100 | 05/13/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            615 |                0 |  |  |  |  |
| 3M COMPANY                               | 88579Y101 | 05/13/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            933 |                0 |  |  |  |  |
| CELCUITY INC.                            | 15102K100 | 05/13/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           2955 |                0 |  |  |  |  |
| CUMMINS INC.                             | 231021106 | 05/13/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           5400 |                0 |  |  |  |  |
| WASTE MANAGEMENT, INC.                   | 94106L109 | 05/13/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            113 |                0 |  |  |  |  |
| CUMMINS INC.                             | 231021106 | 05/13/2025     | S/H Proposal - Establish Independent Chairman                               | CORPORATE GOVERNANCE                    |           5400 |                0 |  |  |  |  |
| DORCHESTER MINERALS, L.P.                | 25820R105 | 05/14/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           2592 |                0 |  |  |  |  |
| ZOOMINFO TECHNOLOGIES INC.               | 98980F104 | 05/14/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           3064 |                0 |  |  |  |  |
| IRIDIUM COMMUNICATIONS INC.              | 46269C102 | 05/14/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |         251030 |                0 |  |  |  |  |
| VERTEX PHARMACEUTICALS INCORPORATED      | 92532F100 | 05/14/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          24475 |                0 |  |  |  |  |
| ADVANCED MICRO DEVICES, INC.             | 007903107 | 05/14/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          64256 |                0 |  |  |  |  |
| STATE STREET CORPORATION                 | 857477103 | 05/14/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         191103 |                0 |  |  |  |  |
| TENABLE HOLDINGS, INC.                   | 88025T102 | 05/14/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            172 |                0 |  |  |  |  |
| GE VERNOVA INC.                          | 36828A101 | 05/14/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            216 |                0 |  |  |  |  |
| DORCHESTER MINERALS, L.P.                | 25820R105 | 05/14/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            864 |                0 |  |  |  |  |
| VERTEX PHARMACEUTICALS INCORPORATED      | 92532F100 | 05/14/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           2225 |                0 |  |  |  |  |
| ADVANCED MICRO DEVICES, INC.             | 007903107 | 05/14/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           8032 |                0 |  |  |  |  |
| STATE STREET CORPORATION                 | 857477103 | 05/14/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          17373 |                0 |  |  |  |  |
| ZOOMINFO TECHNOLOGIES INC.               | 98980F104 | 05/14/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            766 |                0 |  |  |  |  |
| TENABLE HOLDINGS, INC.                   | 88025T102 | 05/14/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             86 |                0 |  |  |  |  |
| IRIDIUM COMMUNICATIONS INC.              | 46269C102 | 05/14/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          25103 |                0 |  |  |  |  |
| GE VERNOVA INC.                          | 36828A101 | 05/14/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             72 |                0 |  |  |  |  |
| ADVANCED MICRO DEVICES, INC.             | 007903107 | 05/14/2025     | Approve Director Liability Insurance                                        | CORPORATE GOVERNANCE                    |           8032 |                0 |  |  |  |  |
| IRIDIUM COMMUNICATIONS INC.              | 46269C102 | 05/14/2025     | Approve Director Liability Insurance                                        | CORPORATE GOVERNANCE                    |          25103 |                0 |  |  |  |  |
| IRIDIUM COMMUNICATIONS INC.              | 46269C102 | 05/14/2025     | Amend Stock Compensation Plan                                               | COMPENSATION                            |          25103 |                0 |  |  |  |  |
| GE VERNOVA INC.                          | 36828A101 | 05/14/2025     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |             72 |                0 |  |  |  |  |
| VERTEX PHARMACEUTICALS INCORPORATED      | 92532F100 | 05/14/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           2225 |                0 |  |  |  |  |
| ADVANCED MICRO DEVICES, INC.             | 007903107 | 05/14/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           8032 |                0 |  |  |  |  |
| STATE STREET CORPORATION                 | 857477103 | 05/14/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          17373 |                0 |  |  |  |  |
| ZOOMINFO TECHNOLOGIES INC.               | 98980F104 | 05/14/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            766 |                0 |  |  |  |  |
| TENABLE HOLDINGS, INC.                   | 88025T102 | 05/14/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             86 |                0 |  |  |  |  |
| IRIDIUM COMMUNICATIONS INC.              | 46269C102 | 05/14/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          25103 |                0 |  |  |  |  |
| GE VERNOVA INC.                          | 36828A101 | 05/14/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             72 |                0 |  |  |  |  |
| ADVANCED MICRO DEVICES, INC.             | 007903107 | 05/14/2025     | Authorize Common Stock Increase                                             | EXTRAORDINARY TRANSACTIONS              |           8032 |                0 |  |  |  |  |
| ADVANCED MICRO DEVICES, INC.             | 007903107 | 05/14/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           8032 |                0 |  |  |  |  |
| STATE STREET CORPORATION                 | 857477103 | 05/14/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |          17373 |                0 |  |  |  |  |
| VERTEX PHARMACEUTICALS INCORPORATED      | 92532F100 | 05/14/2025     | S/H Proposal - Golden Parachutes to Vote                                    | COMPENSATION                            |           2225 |                0 |  |  |  |  |
| STATE STREET CORPORATION                 | 857477103 | 05/14/2025     | S/H Proposal - Establish Independent Chairman                               | CORPORATE GOVERNANCE                    |          17373 |                0 |  |  |  |  |
| SYLVAMO CORPORATION                      | 871332102 | 05/15/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |             90 |                0 |  |  |  |  |
| BLACKROCK, INC.                          | 09290D101 | 05/15/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          18594 |                0 |  |  |  |  |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | 929740108 | 05/15/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            102 |                0 |  |  |  |  |
| MORGAN STANLEY                           | 617446448 | 05/15/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           4662 |                0 |  |  |  |  |
| O'REILLY AUTOMOTIVE, INC.                | 67103H107 | 05/15/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           1368 |                0 |  |  |  |  |
| AT INC.                                  | 00206R102 | 05/15/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         347710 |                0 |  |  |  |  |
| TERADATA CORPORATION                     | 88076W103 | 05/15/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          73233 |                0 |  |  |  |  |
| MOTOROLA SOLUTIONS, INC.                 | 620076307 | 05/15/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |             28 |                0 |  |  |  |  |
| MARSH  MCLENNAN COMPANIES, INC.          | 571748102 | 05/15/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          64218 |                0 |  |  |  |  |
| SYLVAMO CORPORATION                      | 871332102 | 05/15/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |              9 |                0 |  |  |  |  |
| BLACKROCK, INC.                          | 09290D101 | 05/15/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1033 |                0 |  |  |  |  |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | 929740108 | 05/15/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             34 |                0 |  |  |  |  |
| MORGAN STANLEY                           | 617446448 | 05/15/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            333 |                0 |  |  |  |  |
| O'REILLY AUTOMOTIVE, INC.                | 67103H107 | 05/15/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            152 |                0 |  |  |  |  |
| AT INC.                                  | 00206R102 | 05/15/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          34771 |                0 |  |  |  |  |
| TERADATA CORPORATION                     | 88076W103 | 05/15/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          24411 |                0 |  |  |  |  |
| MOTOROLA SOLUTIONS, INC.                 | 620076307 | 05/15/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |              4 |                0 |  |  |  |  |
| MARSH  MCLENNAN COMPANIES, INC.          | 571748102 | 05/15/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           5838 |                0 |  |  |  |  |
| MORGAN STANLEY                           | 617446448 | 05/15/2025     | Amend Incentive Stock Option Plan                                           | COMPENSATION                            |            333 |                0 |  |  |  |  |
| TERADATA CORPORATION                     | 88076W103 | 05/15/2025     | Amend Incentive Stock Option Plan                                           | COMPENSATION                            |          24411 |                0 |  |  |  |  |
| MARSH  MCLENNAN COMPANIES, INC.          | 571748102 | 05/15/2025     | Amend Stock Compensation Plan                                               | COMPENSATION                            |           5838 |                0 |  |  |  |  |
| SYLVAMO CORPORATION                      | 871332102 | 05/15/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |              9 |                0 |  |  |  |  |
| BLACKROCK, INC.                          | 09290D101 | 05/15/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1033 |                0 |  |  |  |  |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | 929740108 | 05/15/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             34 |                0 |  |  |  |  |
| MORGAN STANLEY                           | 617446448 | 05/15/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            333 |                0 |  |  |  |  |
| O'REILLY AUTOMOTIVE, INC.                | 67103H107 | 05/15/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            152 |                0 |  |  |  |  |
| AT INC.                                  | 00206R102 | 05/15/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          34771 |                0 |  |  |  |  |
| TERADATA CORPORATION                     | 88076W103 | 05/15/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          24411 |                0 |  |  |  |  |
| MOTOROLA SOLUTIONS, INC.                 | 620076307 | 05/15/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |              4 |                0 |  |  |  |  |
| MARSH  MCLENNAN COMPANIES, INC.          | 571748102 | 05/15/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           5838 |                0 |  |  |  |  |
| O'REILLY AUTOMOTIVE, INC.                | 67103H107 | 05/15/2025     | Authorize Common Stock Increase                                             | EXTRAORDINARY TRANSACTIONS              |            152 |                0 |  |  |  |  |
| BLACKROCK, INC.                          | 09290D101 | 05/15/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           2066 |                0 |  |  |  |  |
| O'REILLY AUTOMOTIVE, INC.                | 67103H107 | 05/15/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            152 |                0 |  |  |  |  |
| MORGAN STANLEY                           | 617446448 | 05/15/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |            333 |                0 |  |  |  |  |
| INTERCONTINENTAL EXCHANGE, INC.          | 45866F104 | 05/16/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          69460 |                0 |  |  |  |  |
| NVENT ELECTRIC PLC                       | G6700G107 | 05/16/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |             99 |                0 |  |  |  |  |
| INTERCONTINENTAL EXCHANGE, INC.          | 45866F104 | 05/16/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           6946 |                0 |  |  |  |  |
| NVENT ELECTRIC PLC                       | G6700G107 | 05/16/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             11 |                0 |  |  |  |  |
| BIONTECH SE                              | 09075V102 | 05/16/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |              2 |                0 |  |  |  |  |
| NVENT ELECTRIC PLC                       | G6700G107 | 05/16/2025     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |             11 |                0 |  |  |  |  |
| INTERCONTINENTAL EXCHANGE, INC.          | 45866F104 | 05/16/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           6946 |                0 |  |  |  |  |
| NVENT ELECTRIC PLC                       | G6700G107 | 05/16/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             11 |                0 |  |  |  |  |
| BIONTECH SE                              | 09075V102 | 05/16/2025     | Miscellaneous Compensation Plans                                            | COMPENSATION                            |              1 |                0 |  |  |  |  |
| BIONTECH SE                              | 09075V102 | 05/16/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |              1 |                0 |  |  |  |  |
| NVENT ELECTRIC PLC                       | G6700G107 | 05/16/2025     | Allot Securities                                                            | CAPITAL STRUCTURE                       |             11 |                0 |  |  |  |  |
| NVENT ELECTRIC PLC                       | G6700G107 | 05/16/2025     | Allot Relevant Securities                                                   | CAPITAL STRUCTURE                       |             11 |                0 |  |  |  |  |
| BIONTECH SE                              | 09075V102 | 05/16/2025     | Approve Previous Board's Actions                                            | CORPORATE GOVERNANCE                    |              2 |                0 |  |  |  |  |
| BIONTECH SE                              | 09075V102 | 05/16/2025     | Approve Financial Statements, Allocation of Income, and Discharge Directors | CORPORATE GOVERNANCE                    |              1 |                0 |  |  |  |  |
| INTERCONTINENTAL EXCHANGE, INC.          | 45866F104 | 05/16/2025     | Approve Article Amendments                                                  | CORPORATE GOVERNANCE                    |           6946 |                0 |  |  |  |  |
| NVENT ELECTRIC PLC                       | G6700G107 | 05/16/2025     | Authorize Co to Carry Out Rights Issues/Ltd Issuances w/o Preemptive Rights | SHAREHOLDER RIGHTS AND DEFENSES         |             11 |                0 |  |  |  |  |
| DRAFTKINGS INC.                          | 26142V105 | 05/19/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           1500 |                0 |  |  |  |  |
| DRAFTKINGS INC.                          | 26142V105 | 05/19/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            150 |                0 |  |  |  |  |
| DRAFTKINGS INC.                          | 26142V105 | 05/19/2025     | Amend Employee Stock Purchase Plan                                          | COMPENSATION                            |            150 |                0 |  |  |  |  |
| DRAFTKINGS INC.                          | 26142V105 | 05/19/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            150 |                0 |  |  |  |  |
| DRAFTKINGS INC.                          | 26142V105 | 05/19/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            150 |                0 |  |  |  |  |
| VERRA MOBILITY CORPORATION               | 92511U102 | 05/20/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          55930 |                0 |  |  |  |  |
| CHART INDUSTRIES, INC.                   | 16115Q308 | 05/20/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          36512 |                0 |  |  |  |  |
| HONEYWELL INTERNATIONAL INC.             | 438516106 | 05/20/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           4829 |                0 |  |  |  |  |
| PRINCIPAL FINANCIAL GROUP, INC.          | 74251V102 | 05/20/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            432 |                0 |  |  |  |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/20/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           4320 |                0 |  |  |  |  |
| BIOMARIN PHARMACEUTICAL INC.             | 09061G101 | 05/20/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          98580 |                0 |  |  |  |  |
| MCDONALD'S CORPORATION                   | 580135101 | 05/20/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          54340 |                0 |  |  |  |  |
| CONMED CORPORATION                       | 207410101 | 05/20/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          79424 |                0 |  |  |  |  |
| CHART INDUSTRIES, INC.                   | 16115Q308 | 05/20/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           4564 |                0 |  |  |  |  |
| HONEYWELL INTERNATIONAL INC.             | 438516106 | 05/20/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            439 |                0 |  |  |  |  |
| PRINCIPAL FINANCIAL GROUP, INC.          | 74251V102 | 05/20/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            108 |                0 |  |  |  |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/20/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            360 |                0 |  |  |  |  |
| BIOMARIN PHARMACEUTICAL INC.             | 09061G101 | 05/20/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           9858 |                0 |  |  |  |  |
| MCDONALD'S CORPORATION                   | 580135101 | 05/20/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           4940 |                0 |  |  |  |  |
| VERRA MOBILITY CORPORATION               | 92511U102 | 05/20/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          27965 |                0 |  |  |  |  |
| CONMED CORPORATION                       | 207410101 | 05/20/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           9928 |                0 |  |  |  |  |
| HONEYWELL INTERNATIONAL INC.             | 438516106 | 05/20/2025     | Approve Director Liability Insurance                                        | CORPORATE GOVERNANCE                    |            439 |                0 |  |  |  |  |
| BIOMARIN PHARMACEUTICAL INC.             | 09061G101 | 05/20/2025     | Amend Incentive Stock Option Plan                                           | COMPENSATION                            |           9858 |                0 |  |  |  |  |
| CONMED CORPORATION                       | 207410101 | 05/20/2025     | Approve Stock Compensation Plan                                             | COMPENSATION                            |           9928 |                0 |  |  |  |  |
| CHART INDUSTRIES, INC.                   | 16115Q308 | 05/20/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           4564 |                0 |  |  |  |  |
| HONEYWELL INTERNATIONAL INC.             | 438516106 | 05/20/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            439 |                0 |  |  |  |  |
| PRINCIPAL FINANCIAL GROUP, INC.          | 74251V102 | 05/20/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            108 |                0 |  |  |  |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/20/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            360 |                0 |  |  |  |  |
| BIOMARIN PHARMACEUTICAL INC.             | 09061G101 | 05/20/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           9858 |                0 |  |  |  |  |
| MCDONALD'S CORPORATION                   | 580135101 | 05/20/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           4940 |                0 |  |  |  |  |
| VERRA MOBILITY CORPORATION               | 92511U102 | 05/20/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          27965 |                0 |  |  |  |  |
| CONMED CORPORATION                       | 207410101 | 05/20/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           9928 |                0 |  |  |  |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/20/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            360 |                0 |  |  |  |  |
| MCDONALD'S CORPORATION                   | 580135101 | 05/20/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           4940 |                0 |  |  |  |  |
| MCDONALD'S CORPORATION                   | 580135101 | 05/20/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |           9880 |                0 |  |  |  |  |
| HONEYWELL INTERNATIONAL INC.             | 438516106 | 05/20/2025     | S/H Proposal - Establish Independent Chairman                               | CORPORATE GOVERNANCE                    |            439 |                0 |  |  |  |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/20/2025     | S/H Proposal - Establish Independent Chairman                               | CORPORATE GOVERNANCE                    |            360 |                0 |  |  |  |  |
| NEUROCRINE BIOSCIENCES, INC.             | 64125C109 | 05/21/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          29240 |                0 |  |  |  |  |
| PHILLIPS 66                              | 718546104 | 05/21/2025     | Fix Number of Directors                                                     | DIRECTOR ELECTIONS                      |              0 |                0 |  |  |  |  |
| PHILLIPS 66                              | 718546104 | 05/21/2025     | Election of Directors (Full Slate)                                          | DIRECTOR ELECTIONS                      |              0 |                0 |  |  |  |  |
| ILLUMINA, INC.                           | 452327109 | 05/21/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |             99 |                0 |  |  |  |  |
| THE SOUTHERN COMPANY                     | 842587107 | 05/21/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           9386 |                0 |  |  |  |  |
| AMAZON.COM, INC.                         | 023135106 | 05/21/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           5520 |                0 |  |  |  |  |
| ROSS STORES, INC.                        | 778296103 | 05/21/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          73865 |                0 |  |  |  |  |
| THE TRAVELERS COMPANIES, INC.            | 89417E109 | 05/21/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           3450 |                0 |  |  |  |  |
| XCEL ENERGY INC.                         | 98389B100 | 05/21/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          19888 |                0 |  |  |  |  |
| MONDELEZ INTERNATIONAL, INC.             | 609207105 | 05/21/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         132730 |                0 |  |  |  |  |
| ONTO INNOVATION INC.                     | 683344105 | 05/21/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          30023 |                0 |  |  |  |  |
| THERMO FISHER SCIENTIFIC INC.            | 883556102 | 05/21/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          18648 |                0 |  |  |  |  |
| WEBSTER FINANCIAL CORPORATION            | 947890109 | 05/21/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            468 |                0 |  |  |  |  |
| EQUINIX, INC.                            | 29444U700 | 05/21/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            400 |                0 |  |  |  |  |
| ILLUMINA, INC.                           | 452327109 | 05/21/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |              9 |                0 |  |  |  |  |
| PHILLIPS 66                              | 718546104 | 05/21/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |              0 |                0 |  |  |  |  |
| THE SOUTHERN COMPANY                     | 842587107 | 05/21/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            722 |                0 |  |  |  |  |
| AMAZON.COM, INC.                         | 023135106 | 05/21/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            460 |                0 |  |  |  |  |
| ROSS STORES, INC.                        | 778296103 | 05/21/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           6715 |                0 |  |  |  |  |
| THE TRAVELERS COMPANIES, INC.            | 89417E109 | 05/21/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            345 |                0 |  |  |  |  |
| XCEL ENERGY INC.                         | 98389B100 | 05/21/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1808 |                0 |  |  |  |  |
| MONDELEZ INTERNATIONAL, INC.             | 609207105 | 05/21/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          13273 |                0 |  |  |  |  |
| ONTO INNOVATION INC.                     | 683344105 | 05/21/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           4289 |                0 |  |  |  |  |
| THERMO FISHER SCIENTIFIC INC.            | 883556102 | 05/21/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1554 |                0 |  |  |  |  |
| WEBSTER FINANCIAL CORPORATION            | 947890109 | 05/21/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             39 |                0 |  |  |  |  |
| EQUINIX, INC.                            | 29444U700 | 05/21/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             50 |                0 |  |  |  |  |
| NEUROCRINE BIOSCIENCES, INC.             | 64125C109 | 05/21/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           7310 |                0 |  |  |  |  |
| THE SOUTHERN COMPANY                     | 842587107 | 05/21/2025     | Adopt Supermajority Requirements                                            | CORPORATE GOVERNANCE                    |            722 |                0 |  |  |  |  |
| PHILLIPS 66                              | 718546104 | 05/21/2025     | Declassify Board                                                            | SHAREHOLDER RIGHTS AND DEFENSES         |              0 |                0 |  |  |  |  |
| NEUROCRINE BIOSCIENCES, INC.             | 64125C109 | 05/21/2025     | Adopt Incentive Stock Option Plan                                           | COMPENSATION                            |           7310 |                0 |  |  |  |  |
| ILLUMINA, INC.                           | 452327109 | 05/21/2025     | Amend Incentive Stock Option Plan                                           | COMPENSATION                            |              9 |                0 |  |  |  |  |
| THE TRAVELERS COMPANIES, INC.            | 89417E109 | 05/21/2025     | Amend Incentive Stock Option Plan                                           | COMPENSATION                            |            345 |                0 |  |  |  |  |
| MONDELEZ INTERNATIONAL, INC.             | 609207105 | 05/21/2025     | Adopt Employee Stock Purchase Plan                                          | COMPENSATION                            |          13273 |                0 |  |  |  |  |
| EQUINIX, INC.                            | 29444U700 | 05/21/2025     | Amend Employee Stock Purchase Plan                                          | COMPENSATION                            |             50 |                0 |  |  |  |  |
| NEUROCRINE BIOSCIENCES, INC.             | 64125C109 | 05/21/2025     | Amend Employee Stock Purchase Plan                                          | COMPENSATION                            |           7310 |                0 |  |  |  |  |
| PHILLIPS 66                              | 718546104 | 05/21/2025     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 |  |  |  |  |
| ILLUMINA, INC.                           | 452327109 | 05/21/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |              9 |                0 |  |  |  |  |
| PHILLIPS 66                              | 718546104 | 05/21/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 |  |  |  |  |
| THE SOUTHERN COMPANY                     | 842587107 | 05/21/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            722 |                0 |  |  |  |  |
| AMAZON.COM, INC.                         | 023135106 | 05/21/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            460 |                0 |  |  |  |  |
| ROSS STORES, INC.                        | 778296103 | 05/21/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           6715 |                0 |  |  |  |  |
| THE TRAVELERS COMPANIES, INC.            | 89417E109 | 05/21/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            345 |                0 |  |  |  |  |
| XCEL ENERGY INC.                         | 98389B100 | 05/21/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1808 |                0 |  |  |  |  |
| MONDELEZ INTERNATIONAL, INC.             | 609207105 | 05/21/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          13273 |                0 |  |  |  |  |
| ONTO INNOVATION INC.                     | 683344105 | 05/21/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           4289 |                0 |  |  |  |  |
| THERMO FISHER SCIENTIFIC INC.            | 883556102 | 05/21/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1554 |                0 |  |  |  |  |
| WEBSTER FINANCIAL CORPORATION            | 947890109 | 05/21/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             39 |                0 |  |  |  |  |
| EQUINIX, INC.                            | 29444U700 | 05/21/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             50 |                0 |  |  |  |  |
| NEUROCRINE BIOSCIENCES, INC.             | 64125C109 | 05/21/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           7310 |                0 |  |  |  |  |
| PHILLIPS 66                              | 718546104 | 05/21/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |              0 |                0 |  |  |  |  |
| THE SOUTHERN COMPANY                     | 842587107 | 05/21/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            722 |                0 |  |  |  |  |
| AMAZON.COM, INC.                         | 023135106 | 05/21/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           1840 |                0 |  |  |  |  |
| THE TRAVELERS COMPANIES, INC.            | 89417E109 | 05/21/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            345 |                0 |  |  |  |  |
| MONDELEZ INTERNATIONAL, INC.             | 609207105 | 05/21/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |          26546 |                0 |  |  |  |  |
| THERMO FISHER SCIENTIFIC INC.            | 883556102 | 05/21/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           1554 |                0 |  |  |  |  |
| EQUINIX, INC.                            | 29444U700 | 05/21/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |             50 |                0 |  |  |  |  |
| THE SOUTHERN COMPANY                     | 842587107 | 05/21/2025     | S/H Proposal - Election of Directors By Majority Vote                       | DIRECTOR ELECTIONS                      |           1444 |                0 |  |  |  |  |
| THE SOUTHERN COMPANY                     | 842587107 | 05/21/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |            722 |                0 |  |  |  |  |
| AMAZON.COM, INC.                         | 023135106 | 05/21/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |            920 |                0 |  |  |  |  |
| THE TRAVELERS COMPANIES, INC.            | 89417E109 | 05/21/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |            345 |                0 |  |  |  |  |
| MONDELEZ INTERNATIONAL, INC.             | 609207105 | 05/21/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |          26546 |                0 |  |  |  |  |
| AMAZON.COM, INC.                         | 023135106 | 05/21/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |            460 |                0 |  |  |  |  |
| MONDELEZ INTERNATIONAL, INC.             | 609207105 | 05/21/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          13273 |                0 |  |  |  |  |
| AMAZON.COM, INC.                         | 023135106 | 05/21/2025     | S/H Proposal - Separate Chairman/Coe                                        | CORPORATE GOVERNANCE                    |            460 |                0 |  |  |  |  |
| WATERS CORPORATION                       | 941848103 | 05/22/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           1500 |                0 |  |  |  |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 05/22/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           1690 |                0 |  |  |  |  |
| VERIZON COMMUNICATIONS INC.              | 92343V104 | 05/22/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           6170 |                0 |  |  |  |  |
| HENRY SCHEIN, INC.                       | 806407102 | 05/22/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           4200 |                0 |  |  |  |  |
| GENPACT LIMITED                          | G3922B107 | 05/22/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         154780 |                0 |  |  |  |  |
| THE CHARLES SCHWAB CORPORATION           | 808513105 | 05/22/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          77430 |                0 |  |  |  |  |
| KINSALE CAPITAL GROUP, INC.              | 49714P108 | 05/22/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          14850 |                0 |  |  |  |  |
| SUNOPTA INC.                             | 8676EP108 | 05/22/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         100000 |                0 |  |  |  |  |
| SERVICENOW, INC.                         | 81762P102 | 05/22/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            270 |                0 |  |  |  |  |
| THE HOME DEPOT, INC.                     | 437076102 | 05/22/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          47364 |                0 |  |  |  |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/22/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            336 |                0 |  |  |  |  |
| WATERS CORPORATION                       | 941848103 | 05/22/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            150 |                0 |  |  |  |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 05/22/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            130 |                0 |  |  |  |  |
| VERIZON COMMUNICATIONS INC.              | 92343V104 | 05/22/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            617 |                0 |  |  |  |  |
| HENRY SCHEIN, INC.                       | 806407102 | 05/22/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            300 |                0 |  |  |  |  |
| GENPACT LIMITED                          | G3922B107 | 05/22/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          15478 |                0 |  |  |  |  |
| THE CHARLES SCHWAB CORPORATION           | 808513105 | 05/22/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          15486 |                0 |  |  |  |  |
| KINSALE CAPITAL GROUP, INC.              | 49714P108 | 05/22/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1650 |                0 |  |  |  |  |
| SUNOPTA INC.                             | 8676EP108 | 05/22/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          12500 |                0 |  |  |  |  |
| SERVICENOW, INC.                         | 81762P102 | 05/22/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             30 |                0 |  |  |  |  |
| THE HOME DEPOT, INC.                     | 437076102 | 05/22/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           3947 |                0 |  |  |  |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/22/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             28 |                0 |  |  |  |  |
| SERVICENOW, INC.                         | 81762P102 | 05/22/2025     | Eliminate Supermajority Requirements                                        | CORPORATE GOVERNANCE                    |             30 |                0 |  |  |  |  |
| SUNOPTA INC.                             | 8676EP108 | 05/22/2025     | Redeem Shareholder Rights Plan                                              | SHAREHOLDER RIGHTS AND DEFENSES         |          12500 |                0 |  |  |  |  |
| KINSALE CAPITAL GROUP, INC.              | 49714P108 | 05/22/2025     | Adopt Omnibus Stock Option Plan                                             | COMPENSATION                            |           1650 |                0 |  |  |  |  |
| WATERS CORPORATION                       | 941848103 | 05/22/2025     | Amend Employee Stock Purchase Plan                                          | COMPENSATION                            |            150 |                0 |  |  |  |  |
| SUNOPTA INC.                             | 8676EP108 | 05/22/2025     | Amend Employee Stock Purchase Plan                                          | COMPENSATION                            |          12500 |                0 |  |  |  |  |
| WATERS CORPORATION                       | 941848103 | 05/22/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            150 |                0 |  |  |  |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 05/22/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            130 |                0 |  |  |  |  |
| VERIZON COMMUNICATIONS INC.              | 92343V104 | 05/22/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            617 |                0 |  |  |  |  |
| HENRY SCHEIN, INC.                       | 806407102 | 05/22/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            300 |                0 |  |  |  |  |
| GENPACT LIMITED                          | G3922B107 | 05/22/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          15478 |                0 |  |  |  |  |
| THE CHARLES SCHWAB CORPORATION           | 808513105 | 05/22/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          15486 |                0 |  |  |  |  |
| KINSALE CAPITAL GROUP, INC.              | 49714P108 | 05/22/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1650 |                0 |  |  |  |  |
| SUNOPTA INC.                             | 8676EP108 | 05/22/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          12500 |                0 |  |  |  |  |
| SERVICENOW, INC.                         | 81762P102 | 05/22/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             30 |                0 |  |  |  |  |
| THE HOME DEPOT, INC.                     | 437076102 | 05/22/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           3947 |                0 |  |  |  |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/22/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             28 |                0 |  |  |  |  |
| SERVICENOW, INC.                         | 81762P102 | 05/22/2025     | Amend Articles-Board Related                                                | CORPORATE GOVERNANCE                    |             30 |                0 |  |  |  |  |
| VERIZON COMMUNICATIONS INC.              | 92343V104 | 05/22/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           1234 |                0 |  |  |  |  |
| SERVICENOW, INC.                         | 81762P102 | 05/22/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |             60 |                0 |  |  |  |  |
| THE HOME DEPOT, INC.                     | 437076102 | 05/22/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |          11841 |                0 |  |  |  |  |
| THE CHARLES SCHWAB CORPORATION           | 808513105 | 05/22/2025     | S/H Proposal - Declassify Board                                             | SHAREHOLDER RIGHTS AND DEFENSES         |          15486 |                0 |  |  |  |  |
| VERIZON COMMUNICATIONS INC.              | 92343V104 | 05/22/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |            617 |                0 |  |  |  |  |
| KINSALE CAPITAL GROUP, INC.              | 49714P108 | 05/22/2025     | Approve Article Amendments                                                  | CORPORATE GOVERNANCE                    |           1650 |                0 |  |  |  |  |
| TOTAL ENERGIES SE                        | 89151E109 | 05/23/2025     | Election of Directors (Full Slate)                                          | DIRECTOR ELECTIONS                      |            400 |                0 |  |  |  |  |
| AMGEN INC.                               | 031162100 | 05/23/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          38268 |                0 |  |  |  |  |
| SBA COMMUNICATIONS CORPORATION           | 78410G104 | 05/23/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           8652 |                0 |  |  |  |  |
| AMGEN INC.                               | 031162100 | 05/23/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           3189 |                0 |  |  |  |  |
| SBA COMMUNICATIONS CORPORATION           | 78410G104 | 05/23/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           2884 |                0 |  |  |  |  |
| AMGEN INC.                               | 031162100 | 05/23/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           3189 |                0 |  |  |  |  |
| SBA COMMUNICATIONS CORPORATION           | 78410G104 | 05/23/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           2884 |                0 |  |  |  |  |
| TOTAL ENERGIES SE                        | 89151E109 | 05/23/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            200 |                0 |  |  |  |  |
| TOTAL ENERGIES SE                        | 89151E109 | 05/23/2025     | Dividends                                                                   | CAPITAL STRUCTURE                       |            200 |                0 |  |  |  |  |
| TOTAL ENERGIES SE                        | 89151E109 | 05/23/2025     | Approve Charter Amendment                                                   | CORPORATE GOVERNANCE                    |            200 |                0 |  |  |  |  |
| TOTAL ENERGIES SE                        | 89151E109 | 05/23/2025     | Amend Articles-Board Related                                                | CORPORATE GOVERNANCE                    |            600 |                0 |  |  |  |  |
| TOTAL ENERGIES SE                        | 89151E109 | 05/23/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |           1200 |                0 |  |  |  |  |
| TOTAL ENERGIES SE                        | 89151E109 | 05/23/2025     | Receive Consolidated Financial Statements                                   | CORPORATE GOVERNANCE                    |            200 |                0 |  |  |  |  |
| TOTAL ENERGIES SE                        | 89151E109 | 05/23/2025     | Adopt Accounts for Past Year                                                | INVESTMENT COMPANY MATTERS              |            200 |                0 |  |  |  |  |
| CONSOLIDATED WATER CO. LTD.              | G23773107 | 05/27/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |            800 |                0 |  |  |  |  |
| THE TRADE DESK, INC.                     | 88339J105 | 05/27/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           1000 |                0 |  |  |  |  |
| MERCK  CO., INC.                         | 58933Y105 | 05/27/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         370513 |                0 |  |  |  |  |
| CONSOLIDATED WATER CO. LTD.              | G23773107 | 05/27/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            100 |                0 |  |  |  |  |
| THE TRADE DESK, INC.                     | 88339J105 | 05/27/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            500 |                0 |  |  |  |  |
| MERCK  CO., INC.                         | 58933Y105 | 05/27/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          28501 |                0 |  |  |  |  |
| THE TRADE DESK, INC.                     | 88339J105 | 05/27/2025     | Amend Stock Compensation Plan                                               | COMPENSATION                            |            500 |                0 |  |  |  |  |
| CONSOLIDATED WATER CO. LTD.              | G23773107 | 05/27/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            100 |                0 |  |  |  |  |
| THE TRADE DESK, INC.                     | 88339J105 | 05/27/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            500 |                0 |  |  |  |  |
| MERCK  CO., INC.                         | 58933Y105 | 05/27/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          28501 |                0 |  |  |  |  |
| MERCK  CO., INC.                         | 58933Y105 | 05/27/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |          57002 |                0 |  |  |  |  |
| MERCK  CO., INC.                         | 58933Y105 | 05/27/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          57002 |                0 |  |  |  |  |
| SIRIUS XM HOLDINGS INC.                  | 829933100 | 05/28/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |             30 |                0 |  |  |  |  |
| META PLATFORMS, INC.                     | 30303M102 | 05/28/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          52395 |                0 |  |  |  |  |
| CHEVRON CORPORATION                      | 166764100 | 05/28/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           2952 |                0 |  |  |  |  |
| GE HEALTHCARE TECHNOLOGIES INC.          | 36266G107 | 05/28/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            750 |                0 |  |  |  |  |
| HOWMET AEROSPACE INC.                    | 443201108 | 05/28/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |              0 |                0 |  |  |  |  |
| EXXON MOBIL CORPORATION                  | 30231G102 | 05/28/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          14580 |                0 |  |  |  |  |
| EXELIXIS, INC.                           | 30161Q104 | 05/28/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         393811 |                0 |  |  |  |  |
| CHEVRON CORPORATION                      | 166764100 | 05/28/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            246 |                0 |  |  |  |  |
| SIRIUS XM HOLDINGS INC.                  | 829933100 | 05/28/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             10 |                0 |  |  |  |  |
| GE HEALTHCARE TECHNOLOGIES INC.          | 36266G107 | 05/28/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             75 |                0 |  |  |  |  |
| META PLATFORMS, INC.                     | 30303M102 | 05/28/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           3493 |                0 |  |  |  |  |
| HOWMET AEROSPACE INC.                    | 443201108 | 05/28/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |              0 |                0 |  |  |  |  |
| EXXON MOBIL CORPORATION                  | 30231G102 | 05/28/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1215 |                0 |  |  |  |  |
| EXELIXIS, INC.                           | 30161Q104 | 05/28/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          35801 |                0 |  |  |  |  |
| META PLATFORMS, INC.                     | 30303M102 | 05/28/2025     | Adopt Incentive Stock Option Plan                                           | COMPENSATION                            |           3493 |                0 |  |  |  |  |
| SIRIUS XM HOLDINGS INC.                  | 829933100 | 05/28/2025     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |             10 |                0 |  |  |  |  |
| META PLATFORMS, INC.                     | 30303M102 | 05/28/2025     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |           3493 |                0 |  |  |  |  |
| CHEVRON CORPORATION                      | 166764100 | 05/28/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            246 |                0 |  |  |  |  |
| GE HEALTHCARE TECHNOLOGIES INC.          | 36266G107 | 05/28/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             75 |                0 |  |  |  |  |
| META PLATFORMS, INC.                     | 30303M102 | 05/28/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           3493 |                0 |  |  |  |  |
| HOWMET AEROSPACE INC.                    | 443201108 | 05/28/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 |  |  |  |  |
| EXXON MOBIL CORPORATION                  | 30231G102 | 05/28/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1215 |                0 |  |  |  |  |
| EXELIXIS, INC.                           | 30161Q104 | 05/28/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          35801 |                0 |  |  |  |  |
| CHEVRON CORPORATION                      | 166764100 | 05/28/2025     | Amend Articles-Board Related                                                | CORPORATE GOVERNANCE                    |            246 |                0 |  |  |  |  |
| CHEVRON CORPORATION                      | 166764100 | 05/28/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            246 |                0 |  |  |  |  |
| GE HEALTHCARE TECHNOLOGIES INC.          | 36266G107 | 05/28/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |             75 |                0 |  |  |  |  |
| META PLATFORMS, INC.                     | 30303M102 | 05/28/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |          27944 |                0 |  |  |  |  |
| CHEVRON CORPORATION                      | 166764100 | 05/28/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |            246 |                0 |  |  |  |  |
| CHEVRON CORPORATION                      | 166764100 | 05/28/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |            246 |                0 |  |  |  |  |
| META PLATFORMS, INC.                     | 30303M102 | 05/28/2025     | S/H Proposal - Report/Reduce Greenhouse Gas Emissions                       | ENVIRONMENT OR CLIMATE                  |           3493 |                0 |  |  |  |  |
| ROBLOX CORPORATION                       | 771049103 | 05/29/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |            393 |                0 |  |  |  |  |
| ROBLOX CORPORATION                       | 771049103 | 05/29/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            131 |                0 |  |  |  |  |
| ROBLOX CORPORATION                       | 771049103 | 05/29/2025     | Approve Reincorporation                                                     | CORPORATE GOVERNANCE                    |            131 |                0 |  |  |  |  |
| RADWARE LTD.                             | M81873107 | 05/29/2025     | Approve Option Grants                                                       | COMPENSATION                            |             36 |                0 |  |  |  |  |
| ROBLOX CORPORATION                       | 771049103 | 05/29/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            131 |                0 |  |  |  |  |
| WARNER BROS. DISCOVERY, INC.             | 934423104 | 06/02/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           4303 |                0 |  |  |  |  |
| UNITEDHEALTH GROUP INCORPORATED          | 91324P102 | 06/02/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          29530 |                0 |  |  |  |  |
| WARNER BROS. DISCOVERY, INC.             | 934423104 | 06/02/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            331 |                0 |  |  |  |  |
| UNITEDHEALTH GROUP INCORPORATED          | 91324P102 | 06/02/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           2953 |                0 |  |  |  |  |
| WARNER BROS. DISCOVERY, INC.             | 934423104 | 06/02/2025     | Adopt Employee Stock Purchase Plan                                          | COMPENSATION                            |            331 |                0 |  |  |  |  |
| WARNER BROS. DISCOVERY, INC.             | 934423104 | 06/02/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            331 |                0 |  |  |  |  |
| UNITEDHEALTH GROUP INCORPORATED          | 91324P102 | 06/02/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           2953 |                0 |  |  |  |  |
| WARNER BROS. DISCOVERY, INC.             | 934423104 | 06/02/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |            331 |                0 |  |  |  |  |
| UNITEDHEALTH GROUP INCORPORATED          | 91324P102 | 06/02/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           2953 |                0 |  |  |  |  |
| BOOKING HOLDINGS INC.                    | 09857L108 | 06/03/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           2156 |                0 |  |  |  |  |
| DATADOG, INC.                            | 23804L103 | 06/03/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            600 |                0 |  |  |  |  |
| FENNEC PHARMACEUTICALS INC.              | 31447P100 | 06/03/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          18600 |                0 |  |  |  |  |
| GENERAL MOTORS COMPANY                   | 37045V100 | 06/03/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            132 |                0 |  |  |  |  |
| DATADOG, INC.                            | 23804L103 | 06/03/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            200 |                0 |  |  |  |  |
| BOOKING HOLDINGS INC.                    | 09857L108 | 06/03/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            196 |                0 |  |  |  |  |
| FENNEC PHARMACEUTICALS INC.              | 31447P100 | 06/03/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           3100 |                0 |  |  |  |  |
| GENERAL MOTORS COMPANY                   | 37045V100 | 06/03/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             12 |                0 |  |  |  |  |
| FENNEC PHARMACEUTICALS INC.              | 31447P100 | 06/03/2025     | Amend Stock Compensation Plan                                               | COMPENSATION                            |           3100 |                0 |  |  |  |  |
| DATADOG, INC.                            | 23804L103 | 06/03/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            200 |                0 |  |  |  |  |
| BOOKING HOLDINGS INC.                    | 09857L108 | 06/03/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            196 |                0 |  |  |  |  |
| FENNEC PHARMACEUTICALS INC.              | 31447P100 | 06/03/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           3100 |                0 |  |  |  |  |
| GENERAL MOTORS COMPANY                   | 37045V100 | 06/03/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             12 |                0 |  |  |  |  |
| DATADOG, INC.                            | 23804L103 | 06/03/2025     | Amend Articles-Board Related                                                | CORPORATE GOVERNANCE                    |            200 |                0 |  |  |  |  |
| GENERAL MOTORS COMPANY                   | 37045V100 | 06/03/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |             12 |                0 |  |  |  |  |
| BOOKING HOLDINGS INC.                    | 09857L108 | 06/03/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            196 |                0 |  |  |  |  |
| GENERAL MOTORS COMPANY                   | 37045V100 | 06/03/2025     | S/H Proposal - Report/Reduce Greenhouse Gas Emissions                       | ENVIRONMENT OR CLIMATE                  |             12 |                0 |  |  |  |  |
| QUANTUMSCAPE CORPORATION                 | 74767V109 | 06/04/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           2000 |                0 |  |  |  |  |
| WORKDAY, INC.                            | 98138H101 | 06/04/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            724 |                0 |  |  |  |  |
| AIRBNB INC                               | 009066101 | 06/04/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            150 |                0 |  |  |  |  |
| RESIDEO TECHNOLOGIES, INC.               | 76118Y104 | 06/04/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            451 |                0 |  |  |  |  |
| GODADDY INC.                             | 380237107 | 06/04/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          43992 |                0 |  |  |  |  |
| GLOBUS MEDICAL, INC.                     | 379577208 | 06/04/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          46100 |                0 |  |  |  |  |
| WORKDAY, INC.                            | 98138H101 | 06/04/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            181 |                0 |  |  |  |  |
| AIRBNB INC                               | 009066101 | 06/04/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             50 |                0 |  |  |  |  |
| RESIDEO TECHNOLOGIES, INC.               | 76118Y104 | 06/04/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             41 |                0 |  |  |  |  |
| QUANTUMSCAPE CORPORATION                 | 74767V109 | 06/04/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            200 |                0 |  |  |  |  |
| GODADDY INC.                             | 380237107 | 06/04/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           4888 |                0 |  |  |  |  |
| GLOBUS MEDICAL, INC.                     | 379577208 | 06/04/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          11525 |                0 |  |  |  |  |
| GODADDY INC.                             | 380237107 | 06/04/2025     | Approve Director Liability Insurance                                        | CORPORATE GOVERNANCE                    |           4888 |                0 |  |  |  |  |
| GLOBUS MEDICAL, INC.                     | 379577208 | 06/04/2025     | Amend Incentive Stock Option Plan                                           | COMPENSATION                            |          11525 |                0 |  |  |  |  |
| RESIDEO TECHNOLOGIES, INC.               | 76118Y104 | 06/04/2025     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |             41 |                0 |  |  |  |  |
| GLOBUS MEDICAL, INC.                     | 379577208 | 06/04/2025     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |          11525 |                0 |  |  |  |  |
| WORKDAY, INC.                            | 98138H101 | 06/04/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            181 |                0 |  |  |  |  |
| AIRBNB INC                               | 009066101 | 06/04/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             50 |                0 |  |  |  |  |
| RESIDEO TECHNOLOGIES, INC.               | 76118Y104 | 06/04/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             41 |                0 |  |  |  |  |
| QUANTUMSCAPE CORPORATION                 | 74767V109 | 06/04/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            200 |                0 |  |  |  |  |
| GODADDY INC.                             | 380237107 | 06/04/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           4888 |                0 |  |  |  |  |
| GLOBUS MEDICAL, INC.                     | 379577208 | 06/04/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          11525 |                0 |  |  |  |  |
| GODADDY INC.                             | 380237107 | 06/04/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |           4888 |                0 |  |  |  |  |
| AIRBNB INC                               | 009066101 | 06/04/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |             50 |                0 |  |  |  |  |
| INTUITIVE MACHINES, INC.                 | 46125A100 | 06/05/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |              0 |                0 |  |  |  |  |
| PALANTIR TECHNOLOGIES INC.               | 69608A108 | 06/05/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |            210 |                0 |  |  |  |  |
| VARONIS SYSTEMS, INC.                    | 922280102 | 06/05/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |            392 |                0 |  |  |  |  |
| ASTERA LABS, INC.                        | 04626A103 | 06/05/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |            225 |                0 |  |  |  |  |
| CLEAR SECURE, INC.                       | 18467V109 | 06/05/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |         255330 |                0 |  |  |  |  |
| CLOUDFLARE, INC.                         | 18915M107 | 06/05/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |            306 |                0 |  |  |  |  |
| INNODATA INC.                            | 457642205 | 06/05/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          17600 |                0 |  |  |  |  |
| CANTERBURY PARK HOLDING CORPORATION      | 13811E101 | 06/05/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           7000 |                0 |  |  |  |  |
| SALESFORCE, INC.                         | 79466L302 | 06/05/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          49392 |                0 |  |  |  |  |
| WALMART INC.                             | 931142103 | 06/05/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          65448 |                0 |  |  |  |  |
| NETFLIX, INC.                            | 64110L106 | 06/05/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           1500 |                0 |  |  |  |  |
| SALESFORCE, INC.                         | 79466L302 | 06/05/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           4116 |                0 |  |  |  |  |
| INTUITIVE MACHINES, INC.                 | 46125A100 | 06/05/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |              0 |                0 |  |  |  |  |
| PALANTIR TECHNOLOGIES INC.               | 69608A108 | 06/05/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             30 |                0 |  |  |  |  |
| VARONIS SYSTEMS, INC.                    | 922280102 | 06/05/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             98 |                0 |  |  |  |  |
| ASTERA LABS, INC.                        | 04626A103 | 06/05/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             75 |                0 |  |  |  |  |
| CLEAR SECURE, INC.                       | 18467V109 | 06/05/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          28370 |                0 |  |  |  |  |
| CLOUDFLARE, INC.                         | 18915M107 | 06/05/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            102 |                0 |  |  |  |  |
| WALMART INC.                             | 931142103 | 06/05/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           5454 |                0 |  |  |  |  |
| INNODATA INC.                            | 457642205 | 06/05/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           4400 |                0 |  |  |  |  |
| CANTERBURY PARK HOLDING CORPORATION      | 13811E101 | 06/05/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1000 |                0 |  |  |  |  |
| NETFLIX, INC.                            | 64110L106 | 06/05/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            125 |                0 |  |  |  |  |
| VARONIS SYSTEMS, INC.                    | 922280102 | 06/05/2025     | Amend Omnibus Stock Option Plan                                             | COMPENSATION                            |             98 |                0 |  |  |  |  |
| VARONIS SYSTEMS, INC.                    | 922280102 | 06/05/2025     | Adopt Employee Stock Purchase Plan                                          | COMPENSATION                            |             98 |                0 |  |  |  |  |
| WALMART INC.                             | 931142103 | 06/05/2025     | Approve Stock Compensation Plan                                             | COMPENSATION                            |           5454 |                0 |  |  |  |  |
| SALESFORCE, INC.                         | 79466L302 | 06/05/2025     | Amend Stock Compensation Plan                                               | COMPENSATION                            |           4116 |                0 |  |  |  |  |
| CANTERBURY PARK HOLDING CORPORATION      | 13811E101 | 06/05/2025     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |           1000 |                0 |  |  |  |  |
| SALESFORCE, INC.                         | 79466L302 | 06/05/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           4116 |                0 |  |  |  |  |
| VARONIS SYSTEMS, INC.                    | 922280102 | 06/05/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             98 |                0 |  |  |  |  |
| CLEAR SECURE, INC.                       | 18467V109 | 06/05/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          28370 |                0 |  |  |  |  |
| CLOUDFLARE, INC.                         | 18915M107 | 06/05/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            102 |                0 |  |  |  |  |
| WALMART INC.                             | 931142103 | 06/05/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           5454 |                0 |  |  |  |  |
| INNODATA INC.                            | 457642205 | 06/05/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           4400 |                0 |  |  |  |  |
| CANTERBURY PARK HOLDING CORPORATION      | 13811E101 | 06/05/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1000 |                0 |  |  |  |  |
| NETFLIX, INC.                            | 64110L106 | 06/05/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            125 |                0 |  |  |  |  |
| WALMART INC.                             | 931142103 | 06/05/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |          27270 |                0 |  |  |  |  |
| NETFLIX, INC.                            | 64110L106 | 06/05/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            250 |                0 |  |  |  |  |
| NETFLIX, INC.                            | 64110L106 | 06/05/2025     | S/H Proposal - Create a Non-Discriminatory Sexual Orientation Policy        | DIVERSITY, EQUITY, AND INCLUSION        |            125 |                0 |  |  |  |  |
| NETFLIX, INC.                            | 64110L106 | 06/05/2025     | S/H Proposal - Report on Charitable Contributions                           | OTHER SOCIAL ISSUES                     |            125 |                0 |  |  |  |  |
| WALMART INC.                             | 931142103 | 06/05/2025     | S/H Proposal - Health Issues                                                | OTHER SOCIAL ISSUES                     |           5454 |                0 |  |  |  |  |
| WALMART INC.                             | 931142103 | 06/05/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |           5454 |                0 |  |  |  |  |
| NETFLIX, INC.                            | 64110L106 | 06/05/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |            125 |                0 |  |  |  |  |
| GARMIN LTD                               | H2906T109 | 06/06/2025     | Election of Directors (Full Slate)                                          | DIRECTOR ELECTIONS                      |          80036 |                0 |  |  |  |  |
| JOBY AVIATION, INC.                      | G65163100 | 06/06/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           3600 |                0 |  |  |  |  |
| DIGITAL REALTY TRUST, INC.               | 253868103 | 06/06/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          96948 |                0 |  |  |  |  |
| ALPHABET INC.                            | 02079K305 | 06/06/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         119200 |                0 |  |  |  |  |
| ONESPAN INC.                             | 68287N100 | 06/06/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            245 |                0 |  |  |  |  |
| APOLLO GLOBAL MANAGEMENT, INC.           | 03769M106 | 06/06/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         143985 |                0 |  |  |  |  |
| JOBY AVIATION, INC.                      | G65163100 | 06/06/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1200 |                0 |  |  |  |  |
| DIGITAL REALTY TRUST, INC.               | 253868103 | 06/06/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          10772 |                0 |  |  |  |  |
| ALPHABET INC.                            | 02079K305 | 06/06/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          11920 |                0 |  |  |  |  |
| ONESPAN INC.                             | 68287N100 | 06/06/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             35 |                0 |  |  |  |  |
| GARMIN LTD                               | H2906T109 | 06/06/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          14552 |                0 |  |  |  |  |
| APOLLO GLOBAL MANAGEMENT, INC.           | 03769M106 | 06/06/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           9599 |                0 |  |  |  |  |
| JOBY AVIATION, INC.                      | G65163100 | 06/06/2025     | Approve Director Liability Insurance                                        | CORPORATE GOVERNANCE                    |           1200 |                0 |  |  |  |  |
| GARMIN LTD                               | H2906T109 | 06/06/2025     | Approve Director Liability Insurance                                        | CORPORATE GOVERNANCE                    |           7276 |                0 |  |  |  |  |
| DIGITAL REALTY TRUST, INC.               | 253868103 | 06/06/2025     | Amend Non-Employee Director Plan                                            | COMPENSATION                            |          10772 |                0 |  |  |  |  |
| ONESPAN INC.                             | 68287N100 | 06/06/2025     | Amend Stock Compensation Plan                                               | COMPENSATION                            |             35 |                0 |  |  |  |  |
| JOBY AVIATION, INC.                      | G65163100 | 06/06/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1200 |                0 |  |  |  |  |
| DIGITAL REALTY TRUST, INC.               | 253868103 | 06/06/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          10772 |                0 |  |  |  |  |
| ONESPAN INC.                             | 68287N100 | 06/06/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             35 |                0 |  |  |  |  |
| GARMIN LTD                               | H2906T109 | 06/06/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           7276 |                0 |  |  |  |  |
| GARMIN LTD                               | H2906T109 | 06/06/2025     | Miscellaneous Compensation Plans                                            | COMPENSATION                            |           7276 |                0 |  |  |  |  |
| GARMIN LTD                               | H2906T109 | 06/06/2025     | Dividends                                                                   | CAPITAL STRUCTURE                       |          14552 |                0 |  |  |  |  |
| GARMIN LTD                               | H2906T109 | 06/06/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |          21828 |                0 |  |  |  |  |
| JOBY AVIATION, INC.                      | G65163100 | 06/06/2025     | Authorize Common Stock Increase                                             | EXTRAORDINARY TRANSACTIONS              |           1200 |                0 |  |  |  |  |
| ALPHABET INC.                            | 02079K305 | 06/06/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |          83440 |                0 |  |  |  |  |
| ALPHABET INC.                            | 02079K305 | 06/06/2025     | S/H Proposal - Report on Charitable Contributions                           | OTHER SOCIAL ISSUES                     |          11920 |                0 |  |  |  |  |
| ALPHABET INC.                            | 02079K305 | 06/06/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |          11920 |                0 |  |  |  |  |
| ALPHABET INC.                            | 02079K305 | 06/06/2025     | S/H Proposal - Political/Government                                         | OTHER SOCIAL ISSUES                     |          11920 |                0 |  |  |  |  |
| DIGITAL REALTY TRUST, INC.               | 253868103 | 06/06/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          10772 |                0 |  |  |  |  |
| ALPHABET INC.                            | 02079K305 | 06/06/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          23840 |                0 |  |  |  |  |
| GARMIN LTD                               | H2906T109 | 06/06/2025     | Adopt Accounts for Past Year                                                | INVESTMENT COMPANY MATTERS              |          14552 |                0 |  |  |  |  |
| JOBY AVIATION, INC.                      | G65163100 | 06/06/2025     | Approve Article Amendments                                                  | CORPORATE GOVERNANCE                    |           1200 |                0 |  |  |  |  |
| CORCEPT THERAPEUTICS INCORPORATED        | 218352102 | 06/10/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |         108603 |                0 |  |  |  |  |
| RIOT PLATFORMS, INC.                     | 767292105 | 06/10/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            350 |                0 |  |  |  |  |
| ORGANON  CO.                             | 68622V106 | 06/10/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |             77 |                0 |  |  |  |  |
| RIOT PLATFORMS, INC.                     | 767292105 | 06/10/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            175 |                0 |  |  |  |  |
| ORGANON  CO.                             | 68622V106 | 06/10/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |              7 |                0 |  |  |  |  |
| CORCEPT THERAPEUTICS INCORPORATED        | 218352102 | 06/10/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          12067 |                0 |  |  |  |  |
| ORGANON  CO.                             | 68622V106 | 06/10/2025     | Amend Incentive Stock Option Plan                                           | COMPENSATION                            |              7 |                0 |  |  |  |  |
| RIOT PLATFORMS, INC.                     | 767292105 | 06/10/2025     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |            175 |                0 |  |  |  |  |
| RIOT PLATFORMS, INC.                     | 767292105 | 06/10/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            175 |                0 |  |  |  |  |
| ORGANON  CO.                             | 68622V106 | 06/10/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |              7 |                0 |  |  |  |  |
| CORCEPT THERAPEUTICS INCORPORATED        | 218352102 | 06/10/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          12067 |                0 |  |  |  |  |
| RIOT PLATFORMS, INC.                     | 767292105 | 06/10/2025     | Amend Articles-Board Related                                                | CORPORATE GOVERNANCE                    |            175 |                0 |  |  |  |  |
| ORGANON  CO.                             | 68622V106 | 06/10/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |              7 |                0 |  |  |  |  |
| RAPID7, INC.                             | 753422104 | 06/11/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |            528 |                0 |  |  |  |  |
| QUALYS, INC.                             | 74758T303 | 06/11/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |             60 |                0 |  |  |  |  |
| NASDAQ, INC.                             | 631103108 | 06/11/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         138156 |                0 |  |  |  |  |
| CORPAY, INC.                             | 219948106 | 06/11/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          29249 |                0 |  |  |  |  |
| W. R. BERKLEY CORPORATION                | 084423102 | 06/11/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         104328 |                0 |  |  |  |  |
| AMERICAN AIRLINES GROUP INC.             | 02376R102 | 06/11/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           4800 |                0 |  |  |  |  |
| TARGET CORPORATION                       | 87612E106 | 06/11/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          17760 |                0 |  |  |  |  |
| CATERPILLAR INC.                         | 149123101 | 06/11/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           5190 |                0 |  |  |  |  |
| LULULEMON ATHLETICA INC.                 | 550021109 | 06/11/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            300 |                0 |  |  |  |  |
| NASDAQ, INC.                             | 631103108 | 06/11/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          11513 |                0 |  |  |  |  |
| CORPAY, INC.                             | 219948106 | 06/11/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           2659 |                0 |  |  |  |  |
| W. R. BERKLEY CORPORATION                | 084423102 | 06/11/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          26082 |                0 |  |  |  |  |
| AMERICAN AIRLINES GROUP INC.             | 02376R102 | 06/11/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            400 |                0 |  |  |  |  |
| RAPID7, INC.                             | 753422104 | 06/11/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             48 |                0 |  |  |  |  |
| TARGET CORPORATION                       | 87612E106 | 06/11/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1480 |                0 |  |  |  |  |
| QUALYS, INC.                             | 74758T303 | 06/11/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             30 |                0 |  |  |  |  |
| CATERPILLAR INC.                         | 149123101 | 06/11/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            519 |                0 |  |  |  |  |
| LULULEMON ATHLETICA INC.                 | 550021109 | 06/11/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            100 |                0 |  |  |  |  |
| RAPID7, INC.                             | 753422104 | 06/11/2025     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |             48 |                0 |  |  |  |  |
| NASDAQ, INC.                             | 631103108 | 06/11/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          11513 |                0 |  |  |  |  |
| CORPAY, INC.                             | 219948106 | 06/11/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           2659 |                0 |  |  |  |  |
| W. R. BERKLEY CORPORATION                | 084423102 | 06/11/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          26082 |                0 |  |  |  |  |
| AMERICAN AIRLINES GROUP INC.             | 02376R102 | 06/11/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            400 |                0 |  |  |  |  |
| RAPID7, INC.                             | 753422104 | 06/11/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             48 |                0 |  |  |  |  |
| TARGET CORPORATION                       | 87612E106 | 06/11/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1480 |                0 |  |  |  |  |
| QUALYS, INC.                             | 74758T303 | 06/11/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             30 |                0 |  |  |  |  |
| CATERPILLAR INC.                         | 149123101 | 06/11/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            519 |                0 |  |  |  |  |
| LULULEMON ATHLETICA INC.                 | 550021109 | 06/11/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            100 |                0 |  |  |  |  |
| AMERICAN AIRLINES GROUP INC.             | 02376R102 | 06/11/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |            400 |                0 |  |  |  |  |
| W. R. BERKLEY CORPORATION                | 084423102 | 06/11/2025     | Authorize Common Stock Increase                                             | EXTRAORDINARY TRANSACTIONS              |          26082 |                0 |  |  |  |  |
| W. R. BERKLEY CORPORATION                | 084423102 | 06/11/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |          26082 |                0 |  |  |  |  |
| AMERICAN AIRLINES GROUP INC.             | 02376R102 | 06/11/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            400 |                0 |  |  |  |  |
| TARGET CORPORATION                       | 87612E106 | 06/11/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           1480 |                0 |  |  |  |  |
| CATERPILLAR INC.                         | 149123101 | 06/11/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           1038 |                0 |  |  |  |  |
| LULULEMON ATHLETICA INC.                 | 550021109 | 06/11/2025     | S/H Proposal - Report on Charitable Contributions                           | OTHER SOCIAL ISSUES                     |            100 |                0 |  |  |  |  |
| CATERPILLAR INC.                         | 149123101 | 06/11/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |            519 |                0 |  |  |  |  |
| CORPAY, INC.                             | 219948106 | 06/11/2025     | S/H Proposal - Establish Independent Chairman                               | CORPORATE GOVERNANCE                    |           2659 |                0 |  |  |  |  |
| NASDAQ, INC.                             | 631103108 | 06/11/2025     | Approve Article Amendments                                                  | CORPORATE GOVERNANCE                    |          11513 |                0 |  |  |  |  |
| QUALYS, INC.                             | 74758T303 | 06/11/2025     | Approve Article Amendments                                                  | CORPORATE GOVERNANCE                    |             30 |                0 |  |  |  |  |
| ARMSTRONG WORLD INDUSTRIES, INC.         | 04247X102 | 06/12/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          39963 |                0 |  |  |  |  |
| MICROSTRATEGY INCORPORATED               | 594972408 | 06/12/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           2480 |                0 |  |  |  |  |
| VIRNETX HOLDING CORPORATION              | 92823T207 | 06/12/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |             10 |                0 |  |  |  |  |
| NORWEGIAN CRUISE LINE HOLDINGS LTD.      | G66721104 | 06/12/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            300 |                0 |  |  |  |  |
| MONSTER BEVERAGE CORPORATION             | 61174X109 | 06/12/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         178930 |                0 |  |  |  |  |
| ARMSTRONG WORLD INDUSTRIES, INC.         | 04247X102 | 06/12/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           5709 |                0 |  |  |  |  |
| VIRNETX HOLDING CORPORATION              | 92823T207 | 06/12/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             10 |                0 |  |  |  |  |
| NORWEGIAN CRUISE LINE HOLDINGS LTD.      | G66721104 | 06/12/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            100 |                0 |  |  |  |  |
| MONSTER BEVERAGE CORPORATION             | 61174X109 | 06/12/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          17893 |                0 |  |  |  |  |
| MICROSTRATEGY INCORPORATED               | 594972408 | 06/12/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            310 |                0 |  |  |  |  |
| NORWEGIAN CRUISE LINE HOLDINGS LTD.      | G66721104 | 06/12/2025     | Amend Stock Compensation Plan                                               | COMPENSATION                            |            100 |                0 |  |  |  |  |
| ARMSTRONG WORLD INDUSTRIES, INC.         | 04247X102 | 06/12/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           5709 |                0 |  |  |  |  |
| VIRNETX HOLDING CORPORATION              | 92823T207 | 06/12/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             10 |                0 |  |  |  |  |
| NORWEGIAN CRUISE LINE HOLDINGS LTD.      | G66721104 | 06/12/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            100 |                0 |  |  |  |  |
| MONSTER BEVERAGE CORPORATION             | 61174X109 | 06/12/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          17893 |                0 |  |  |  |  |
| REGENERON PHARMACEUTICALS, INC.          | 75886F107 | 06/13/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           5948 |                0 |  |  |  |  |
| MARVELL TECHNOLOGY, INC.                 | 573874104 | 06/13/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         109744 |                0 |  |  |  |  |
| BEST BUY CO., INC.                       | 086516101 | 06/13/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           1100 |                0 |  |  |  |  |
| FORTINET, INC.                           | 34959E109 | 06/13/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |         139221 |                0 |  |  |  |  |
| REGENERON PHARMACEUTICALS, INC.          | 75886F107 | 06/13/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1487 |                0 |  |  |  |  |
| MARVELL TECHNOLOGY, INC.                 | 573874104 | 06/13/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          13718 |                0 |  |  |  |  |
| BEST BUY CO., INC.                       | 086516101 | 06/13/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            100 |                0 |  |  |  |  |
| FORTINET, INC.                           | 34959E109 | 06/13/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          15469 |                0 |  |  |  |  |
| REGENERON PHARMACEUTICALS, INC.          | 75886F107 | 06/13/2025     | Declassify Board                                                            | SHAREHOLDER RIGHTS AND DEFENSES         |           1487 |                0 |  |  |  |  |
| BEST BUY CO., INC.                       | 086516101 | 06/13/2025     | Amend Omnibus Stock Option Plan                                             | COMPENSATION                            |            100 |                0 |  |  |  |  |
| REGENERON PHARMACEUTICALS, INC.          | 75886F107 | 06/13/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1487 |                0 |  |  |  |  |
| MARVELL TECHNOLOGY, INC.                 | 573874104 | 06/13/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          13718 |                0 |  |  |  |  |
| BEST BUY CO., INC.                       | 086516101 | 06/13/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            100 |                0 |  |  |  |  |
| FORTINET, INC.                           | 34959E109 | 06/13/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          15469 |                0 |  |  |  |  |
| MARVELL TECHNOLOGY, INC.                 | 573874104 | 06/13/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |          13718 |                0 |  |  |  |  |
| BEST BUY CO., INC.                       | 086516101 | 06/13/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |            200 |                0 |  |  |  |  |
| FORTINET, INC.                           | 34959E109 | 06/13/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |          15469 |                0 |  |  |  |  |
| BEST BUY CO., INC.                       | 086516101 | 06/13/2025     | S/H Proposal - Environmental                                                | ENVIRONMENT OR CLIMATE                  |            100 |                0 |  |  |  |  |
| BEST BUY CO., INC.                       | 086516101 | 06/13/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |            100 |                0 |  |  |  |  |
| REGENERON PHARMACEUTICALS, INC.          | 75886F107 | 06/13/2025     | Approve Article Amendments                                                  | CORPORATE GOVERNANCE                    |           2974 |                0 |  |  |  |  |
| CALVERT WORLD VALUES FUND, INC.          | 131649774 | 06/16/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           1285 |                0 |  |  |  |  |
| ETSY, INC.                               | 29786A106 | 06/17/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |              3 |                0 |  |  |  |  |
| ETSY, INC.                               | 29786A106 | 06/17/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |              1 |                0 |  |  |  |  |
| ETSY, INC.                               | 29786A106 | 06/17/2025     | Eliminate Supermajority Requirements                                        | CORPORATE GOVERNANCE                    |              1 |                0 |  |  |  |  |
| ETSY, INC.                               | 29786A106 | 06/17/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |              1 |                0 |  |  |  |  |
| COINBASE GLOBAL, INC.                    | 19260Q107 | 06/18/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |            280 |                0 |  |  |  |  |
| CROWDSTRIKE HOLDINGS, INC.               | 22788C105 | 06/18/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |            141 |                0 |  |  |  |  |
| PAVMED INC.                              | 70387R403 | 06/18/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |             74 |                0 |  |  |  |  |
| LUCID DIAGNOSTICS INC.                   | 54948X109 | 06/18/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |             26 |                0 |  |  |  |  |
| AUTODESK, INC.                           | 052769106 | 06/18/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            100 |                0 |  |  |  |  |
| COINBASE GLOBAL, INC.                    | 19260Q107 | 06/18/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             28 |                0 |  |  |  |  |
| CROWDSTRIKE HOLDINGS, INC.               | 22788C105 | 06/18/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             47 |                0 |  |  |  |  |
| PAVMED INC.                              | 70387R403 | 06/18/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             37 |                0 |  |  |  |  |
| LUCID DIAGNOSTICS INC.                   | 54948X109 | 06/18/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             13 |                0 |  |  |  |  |
| AUTODESK, INC.                           | 052769106 | 06/18/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             10 |                0 |  |  |  |  |
| AUTODESK, INC.                           | 052769106 | 06/18/2025     | Amend Incentive Stock Option Plan                                           | COMPENSATION                            |             10 |                0 |  |  |  |  |
| PAVMED INC.                              | 70387R403 | 06/18/2025     | Amend Stock Compensation Plan                                               | COMPENSATION                            |             37 |                0 |  |  |  |  |
| COINBASE GLOBAL, INC.                    | 19260Q107 | 06/18/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             28 |                0 |  |  |  |  |
| PAVMED INC.                              | 70387R403 | 06/18/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             37 |                0 |  |  |  |  |
| AUTODESK, INC.                           | 052769106 | 06/18/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             10 |                0 |  |  |  |  |
| PAVMED INC.                              | 70387R403 | 06/18/2025     | Approve Issuance of Warrants                                                | EXTRAORDINARY TRANSACTIONS              |             37 |                0 |  |  |  |  |
| LUCID DIAGNOSTICS INC.                   | 54948X109 | 06/18/2025     | Stock Conversion                                                            | EXTRAORDINARY TRANSACTIONS              |             13 |                0 |  |  |  |  |
| BJ'S WHOLESALE CLUB HOLDINGS, INC.       | 05550J101 | 06/19/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |         205120 |                0 |  |  |  |  |
| BIOLARGO, INC.                           | 09065A100 | 06/19/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          87500 |                0 |  |  |  |  |
| NORTHERN DYNASTY MINERALS LTD.           | 66510M204 | 06/19/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          35100 |                0 |  |  |  |  |
| DELTA AIR LINES, INC.                    | 247361702 | 06/19/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          31066 |                0 |  |  |  |  |
| NORTHERN DYNASTY MINERALS LTD.           | 66510M204 | 06/19/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           3900 |                0 |  |  |  |  |
| JUMIA TECHNOLOGIES AG                    | 48138M105 | 06/19/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            600 |                0 |  |  |  |  |
| DELTA AIR LINES, INC.                    | 247361702 | 06/19/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           2219 |                0 |  |  |  |  |
| BJ'S WHOLESALE CLUB HOLDINGS, INC.       | 05550J101 | 06/19/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          20512 |                0 |  |  |  |  |
| BIOLARGO, INC.                           | 09065A100 | 06/19/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          12500 |                0 |  |  |  |  |
| NORTHERN DYNASTY MINERALS LTD.           | 66510M204 | 06/19/2025     | Ratify Shareholder Rights Plan                                              | SHAREHOLDER RIGHTS AND DEFENSES         |           3900 |                0 |  |  |  |  |
| NORTHERN DYNASTY MINERALS LTD.           | 66510M204 | 06/19/2025     | Adopt Stock Option Plan                                                     | COMPENSATION                            |           3900 |                0 |  |  |  |  |
| DELTA AIR LINES, INC.                    | 247361702 | 06/19/2025     | Amend Stock Compensation Plan                                               | COMPENSATION                            |           2219 |                0 |  |  |  |  |
| DELTA AIR LINES, INC.                    | 247361702 | 06/19/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           2219 |                0 |  |  |  |  |
| BJ'S WHOLESALE CLUB HOLDINGS, INC.       | 05550J101 | 06/19/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          20512 |                0 |  |  |  |  |
| BIOLARGO, INC.                           | 09065A100 | 06/19/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          12500 |                0 |  |  |  |  |
| BJ'S WHOLESALE CLUB HOLDINGS, INC.       | 05550J101 | 06/19/2025     | Approve Charter Amendment                                                   | CORPORATE GOVERNANCE                    |          20512 |                0 |  |  |  |  |
| NORTHERN DYNASTY MINERALS LTD.           | 66510M204 | 06/19/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |           3900 |                0 |  |  |  |  |
| JUMIA TECHNOLOGIES AG                    | 48138M105 | 06/19/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |            600 |                0 |  |  |  |  |
| BIOLARGO, INC.                           | 09065A100 | 06/19/2025     | Approve Reverse Stock Split                                                 | CAPITAL STRUCTURE                       |          12500 |                0 |  |  |  |  |
| DELTA AIR LINES, INC.                    | 247361702 | 06/19/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           2219 |                0 |  |  |  |  |
| BJ'S WHOLESALE CLUB HOLDINGS, INC.       | 05550J101 | 06/19/2025     | S/H Proposal - Report/Reduce Greenhouse Gas Emissions                       | ENVIRONMENT OR CLIMATE                  |          20512 |                0 |  |  |  |  |
| JUMIA TECHNOLOGIES AG                    | 48138M105 | 06/19/2025     | Adopt Accounts for Past Year                                                | INVESTMENT COMPANY MATTERS              |            600 |                0 |  |  |  |  |
| JUMIA TECHNOLOGIES AG                    | 48138M105 | 06/19/2025     | Approve Previous Board's Actions                                            | CORPORATE GOVERNANCE                    |           1200 |                0 |  |  |  |  |
| JUMIA TECHNOLOGIES AG                    | 48138M105 | 06/19/2025     | Approve Discharge of Supervisory Board                                      | CORPORATE GOVERNANCE                    |            600 |                0 |  |  |  |  |
| OKTA, INC.                               | 679295105 | 06/24/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |            100 |                0 |  |  |  |  |
| COLUMBIA FUNDS                           | 895436103 | 06/24/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |          11204 |                0 |  |  |  |  |
| CYBERARK SOFTWARE LTD.                   | M2682V108 | 06/24/2025     | Election of Directors (Full Slate)                                          | DIRECTOR ELECTIONS                      |            111 |                0 |  |  |  |  |
| MASTERCARD INCORPORATED                  | 57636Q104 | 06/24/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |            300 |                0 |  |  |  |  |
| CYBERARK SOFTWARE LTD.                   | M2682V108 | 06/24/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             37 |                0 |  |  |  |  |
| OKTA, INC.                               | 679295105 | 06/24/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             50 |                0 |  |  |  |  |
| COLUMBIA FUNDS                           | 895436103 | 06/24/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           2801 |                0 |  |  |  |  |
| MASTERCARD INCORPORATED                  | 57636Q104 | 06/24/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |             25 |                0 |  |  |  |  |
| MASTERCARD INCORPORATED                  | 57636Q104 | 06/24/2025     | Approve Director Liability Insurance                                        | CORPORATE GOVERNANCE                    |             25 |                0 |  |  |  |  |
| OKTA, INC.                               | 679295105 | 06/24/2025     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |             50 |                0 |  |  |  |  |
| CYBERARK SOFTWARE LTD.                   | M2682V108 | 06/24/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             37 |                0 |  |  |  |  |
| OKTA, INC.                               | 679295105 | 06/24/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             50 |                0 |  |  |  |  |
| MASTERCARD INCORPORATED                  | 57636Q104 | 06/24/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |             25 |                0 |  |  |  |  |
| MASTERCARD INCORPORATED                  | 57636Q104 | 06/24/2025     | Amend Articles-Board Related                                                | CORPORATE GOVERNANCE                    |             50 |                0 |  |  |  |  |
| CYBERARK SOFTWARE LTD.                   | M2682V108 | 06/24/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |             74 |                0 |  |  |  |  |
| MASTERCARD INCORPORATED                  | 57636Q104 | 06/24/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |             25 |                0 |  |  |  |  |
| MASTERCARD INCORPORATED                  | 57636Q104 | 06/24/2025     | S/H Proposal - Human Rights Related                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |             25 |                0 |  |  |  |  |
| SENTINELONE, INC.                        | 81730H109 | 06/25/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |            711 |                0 |  |  |  |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/25/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          15704 |                0 |  |  |  |  |
| TAKEDA PHARMACEUTICAL CO LTD             | 874060205 | 06/25/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           5180 |                0 |  |  |  |  |
| READY CAPITAL CORPORATION                | 75574U101 | 06/25/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |           3906 |                0 |  |  |  |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/25/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1208 |                0 |  |  |  |  |
| READY CAPITAL CORPORATION                | 75574U101 | 06/25/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            558 |                0 |  |  |  |  |
| SENTINELONE, INC.                        | 81730H109 | 06/25/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |            237 |                0 |  |  |  |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/25/2025     | Eliminate Supermajority Requirements                                        | CORPORATE GOVERNANCE                    |           1208 |                0 |  |  |  |  |
| READY CAPITAL CORPORATION                | 75574U101 | 06/25/2025     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |            558 |                0 |  |  |  |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/25/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1208 |                0 |  |  |  |  |
| READY CAPITAL CORPORATION                | 75574U101 | 06/25/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            558 |                0 |  |  |  |  |
| SENTINELONE, INC.                        | 81730H109 | 06/25/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |            237 |                0 |  |  |  |  |
| TAKEDA PHARMACEUTICAL CO LTD             | 874060205 | 06/25/2025     | Miscellaneous Corporate Actions                                             | CORPORATE GOVERNANCE                    |            518 |                0 |  |  |  |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/25/2025     | S/H Proposal - Corporate Governance                                         | CORPORATE GOVERNANCE                    |           2416 |                0 |  |  |  |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/25/2025     | S/H Proposal - Political/Government                                         | OTHER SOCIAL ISSUES                     |           1208 |                0 |  |  |  |  |
| TAKEDA PHARMACEUTICAL CO LTD             | 874060205 | 06/25/2025     | Authorize Payment of Directors' Fees                                        | COMPENSATION                            |            518 |                0 |  |  |  |  |
| BOX, INC.                                | 10316T104 | 06/27/2025     | Election of Directors (Majority Voting)                                     | DIRECTOR ELECTIONS                      |          57896 |                0 |  |  |  |  |
| BOX, INC.                                | 10316T104 | 06/27/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |          28948 |                0 |  |  |  |  |
| BOX, INC.                                | 10316T104 | 06/27/2025     | Approve Director Liability Insurance                                        | CORPORATE GOVERNANCE                    |          28948 |                0 |  |  |  |  |
| BOX, INC.                                | 10316T104 | 06/27/2025     | Amend Incentive Stock Option Plan                                           | COMPENSATION                            |          28948 |                0 |  |  |  |  |
| BOX, INC.                                | 10316T104 | 06/27/2025     | Amend Employee Stock Purchase Plan                                          | COMPENSATION                            |          28948 |                0 |  |  |  |  |
| BOX, INC.                                | 10316T104 | 06/27/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |          28948 |                0 |  |  |  |  |
| MONGODB, INC.                            | 60937P106 | 06/30/2025     | Election of Directors                                                       | DIRECTOR ELECTIONS                      |           3135 |                0 |  |  |  |  |
| MONGODB, INC.                            | 60937P106 | 06/30/2025     | Ratify Appointment of Independent Auditors                                  | AUDIT-RELATED                           |           1045 |                0 |  |  |  |  |
| MONGODB, INC.                            | 60937P106 | 06/30/2025     | 14A Executive Compensation Vote Frequency                                   | SECTION 14A SAY-ON-PAY VOTES            |           1045 |                0 |  |  |  |  |
| MONGODB, INC.                            | 60937P106 | 06/30/2025     | 14A Executive Compensation                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1045 |                0 |  |  |  |  |
| MONGODB, INC.                            | 60937P106 | 06/30/2025     | Approve Charter Amendment                                                   | CORPORATE GOVERNANCE                    |           1045 |                0 |  |  |  |  |

## N-PX: Signature Block

**Reporting Person:** TEALWOOD ASSET MANAGEMENT INC

**By (Signature):** /s/ Michelle Warneke

**By (Printed Signature):** /s/ Michelle Warneke

**By (Title):** Director of Operations, CCO

**Date:** 07/18/2025