# EDGAR Filing Document

**Accession Number:** 0001142433
**File Stem:** 0001019056-25-000202
**Filing Date:** 2025-8
**Character Count:** 88635
**Document Hash:** 6b0e99a2a7fac10d50d0e05807950e70
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001019056-25-000202.hdr.sgml**: 20250801

**ACCESSION NUMBER**: 0001019056-25-000202

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250801

**EFFECTIVENESS DATE**: 20250801

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
- **CENTRAL INDEX KEY:** 0001142433

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** 2M

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-14702
- **FILM NUMBER:** 251173597

**BUSINESS ADDRESS:**
- **STREET 1:** AM MUNCHNER TOR 1
- **CITY:** MUNICH
- **STATE:** 2M
- **ZIP:** 80805
- **BUSINESS PHONE:** 011 49 89 2489 2242

**MAIL ADDRESS:**
- **STREET 1:** AM MUNCHNER TOR 1
- **CITY:** MUNICH
- **STATE:** 2M
- **ZIP:** 80805

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH
- **DATE OF NAME CHANGE:** 20010612

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

## N-PX: Filer Information

**Filer CIK:** 0001142433

**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:** MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH

**Address:** AM MUNCHNER TOR 1, Munich, 2M 80805

**Telephone number:** 0049-89-2867-2400

**Name of agent for service:** Borer Financial Communications, Inc.

**Agent Address:** 3909 North Ocean Blvd., Fort Lauderdale, FL 33308

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

**SEC File Number:** 028-14702

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

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

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

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

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                               | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                              | VOTE CATEGORY                |     SHARES VOTED |   SHARES ON LOAN | HOW VOTED   | SHARES VOTED FOR OR AGAINST MANAGEMENT   | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|:---|:---|:---|
| 3M Company                                   | 88579Y101 | 05/13/2025     | Advisory approval of executive compensation.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  71279           |                0 |  |  |  |  |
| AbbVie Inc.                                  | 00287Y109 | 05/09/2025     | Say on Pay - An advisory vote on the approval of executive compensation                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 176272           |                0 | AGAINST     | 176272.0                                 | AGAINST                     |  |
| Accenture plc                                | 00287Y109 | 02/06/2025     | To approve, in a non-binding vote, the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |    874           |                0 | AGAINST     | 874.0                                    | AGAINST                     |  |
| Accenture plc                                | G1151C101 | 02/06/2025     | To approve, in a non-binding vote, the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |   3492           |                0 | AGAINST     | 3492.0                                   | AGAINST                     |  |
| Adobe Inc.                                   | 00724F101 | 04/22/2025     | Approve, On An Advisory Basis, The Compensation Of Our Named Executive Officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |   1736           |                0 | AGAINST     | 1736.0                                   | AGAINST                     |  |
| Advanced Micro Devices, Inc.                 | 007903107 | 05/14/2025     | Approve on a non-binding, advisory basis the compensation of the named executive officers, as disclosed in this proxy statement pursuant to the compensation disclosure rules of the U.S. Securities and Exchange Commission. | SECTION 14A SAY-ON-PAY VOTES |   2186           |                0 | AGAINST     | 2186.0                                   | AGAINST                     |  |
| Allegion plc                                 | G0176J109 | 06/05/2025     | Approve the compensation of our named executive officers on an advisory (non-binding) basis.                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  20547           |                0 | AGAINST     | 20547.0                                  | AGAINST                     |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 427214           |                0 | AGAINST     | 427214.0                                 | AGAINST                     |  |
| American Express Company                     | 025816109 | 04/29/2025     | Approval, on an advisory basis, of the Company's executive compensation.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |   3718           |                0 | AGAINST     | 3718.0                                   | AGAINST                     |  |
| American International Group, Inc.           | 026874784 | 05/14/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 923892           |                0 | AGAINST     | 923892.0                                 | AGAINST                     |  |
| American International Group, Inc.           | 026874784 | 05/14/2025     | Advisory Vote on the Frequency of Future Executive Compensation Votes.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 923892           |                0 | 1 YEAR      | 923892.0                                 | FOR                         |  |
| American Tower Corporation                   | 03027X100 | 05/14/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |    693           |                0 |  |  |  |  |
| Ameriprise Financial, Inc.                   | 03076C106 | 04/30/2025     | To approve the compensation of the named executive officers by a nonbinding advisory vote.                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |   2181           |                0 | AGAINST     | 2181.0                                   | AGAINST                     |  |
| Amgen Inc.                                   | 031162100 | 05/23/2025     | Advisory Vote To Approve Our Executive Compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |  41238           |                0 | AGAINST     | 41238.0                                  | AGAINST                     |  |
| Apple Inc.                                   | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 244389           |                0 | AGAINST     | 244389.0                                 | AGAINST                     |  |
| Applied Materials, Inc.                      | 038222105 | 03/06/2025     | Approval, on an advisory basis, of the compensation of Applied Materials named executive officers for fiscal year 2024.                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  20698           |                0 | AGAINST     | 20698.0                                  | AGAINST                     |  |
| Aptiv PLC                                    | G3265R107 | 04/23/2025     | Say-on-Pay - To approve, by advisory vote, executive compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 165633           |                0 | AGAINST     | 165633.0                                 | AGAINST                     |  |
| Arista Networks, Inc.                        | 040413205 | 05/30/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |  85948           |                0 | AGAINST     | 85948.0                                  | AGAINST                     |  |
| Atmos Energy Corporation                     | 049560105 | 02/05/2025     | Proposal for an advisory vote by shareholders to approve the compensation of the Company's named executive officers for fiscal 2024 ("Say-on-Pay").                                                                           | SECTION 14A SAY-ON-PAY VOTES | 412195           |                0 | AGAINST     | 412195.0                                 | AGAINST                     |  |
| Autodesk, Inc.                               | 052769106 | 07/16/2024     | Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc.'s named executive officers.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |   1305           |                0 | AGAINST     | 1305.0                                   | AGAINST                     |  |
| Autodesk, Inc.                               | 052769106 | 06/18/2025     | Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc.'s named executive officers.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |    547           |                0 | AGAINST     | 547.0                                    | AGAINST                     |  |
| Automatic Data Processing, Inc.              | 053015103 | 11/06/2024     | Advisory Vote on Executive Compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |    818           |                0 | AGAINST     | 818.0                                    | AGAINST                     |  |
| Axon Enterprise, Inc.                        | 05464C101 | 05/29/2025     | Proposal No. 2 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                  | SECTION 14A SAY-ON-PAY VOTES |    146           |                0 | AGAINST     | 146.0                                    | AGAINST                     |  |
| Bank of America Corporation                  | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 845058           |                0 | AGAINST     | 845058.0                                 | AGAINST                     |  |
| Best Buy Co., Inc.                           | 086516101 | 06/13/2025     | To approve in a non-binding advisory vote our named executive officer compensation                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  12087           |                0 | AGAINST     | 12087.0                                  | AGAINST                     |  |
| BlackRock, Inc.                              | 086516101 | 05/15/2025     | Approval, in a non-binding advisory vote, of the compensation for named executive officers.                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |    183           |                0 | AGAINST     | 183.0                                    | AGAINST                     |  |
| Booking Holdings Inc.                        | 09857L108 | 06/03/2025     | Advisory vote to approve 2024 executive compensation.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |   9629           |                0 | AGAINST     | 9629.0                                   | AGAINST                     |  |
| Bristol-Myers Squibb Company                 | 110122108 | 05/06/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  14106           |                0 | AGAINST     | 14106.0                                  | AGAINST                     |  |
| Broadcom Inc.                                | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 154298           |                0 | AGAINST     | 154298.0                                 | AGAINST                     |  |
| Broadcom Inc.                                | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  14710           |                0 | AGAINST     | 14710.0                                  | AGAINST                     |  |
| Bunge Global SA                              | H11356104 | 05/15/2025     | Advisory Vote to Approve Named Executive Officer Compensation Under U.S. Securities Law Requirements.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  22658           |                0 | AGAINST     | 22658.0                                  | AGAINST                     |  |
| C.H. Robinson Worldwide, Inc.                | 12541W209 | 05/08/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  60977           |                0 | AGAINST     | 60977.0                                  | AGAINST                     |  |
| Cadence Design Systems, Inc.                 | 127387108 | 05/08/2025     | Advisory resolution to approve named executive officer compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |    329           |                0 | AGAINST     | 329.0                                    | AGAINST                     |  |
| Capital One Financial Corporation            | 14040H105 | 05/08/2025     | Advisory vote on our Named Executive Officer compensation ("Say on Pay").                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |   3882           |                0 | AGAINST     | 3882.0                                   | AGAINST                     |  |
| CarMax, Inc.                                 | 143130102 | 06/24/2025     | To approve, in an advisory (non-binding) vote, the compensation of our named executive officers.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |   7737           |                0 | AGAINST     | 7737.0                                   | AGAINST                     |  |
| Caterpillar Inc.                             | 149123101 | 06/11/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |    763           |                0 |  |  |  |  |
| CBRE Group, Inc.                             | 12504L109 | 05/21/2025     | Advisory vote to approve named executive officer compensation for 2024.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |   9226           |                0 | AGAINST     | 9226.0                                   | AGAINST                     |  |
| Cencora, Inc.                                | 03073E105 | 03/06/2025     | Advisory vote to approve the fiscal 2024 compensation of Cencora, Inc.'s named executive officers.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  86342           |                0 | AGAINST     | 86342.0                                  | AGAINST                     |  |
| Cheniere Energy, Inc.                        | 16411R208 | 05/15/2025     | Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2024                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  11564           |                0 | AGAINST     | 11564.0                                  | AGAINST                     |  |
| Chevron Corporation                          | 166764100 | 05/28/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 439345           |                0 | AGAINST     | 439345.0                                 | AGAINST                     |  |
| Cisco Systems, Inc.                          | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |      1.07503e+06 |                0 | AGAINST     | 1075028.0                                | AGAINST                     |  |
| Citizens Financial Group, Inc.               | 174610105 | 04/24/2025     | Advisory Vote On Executive Compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |  42387           |                0 | AGAINST     | 42387.0                                  | AGAINST                     |  |
| Comcast Corporation                          | 20030N101 | 06/18/2025     | Advisory vote on executive compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  45851           |                0 | AGAINST     | 45851.0                                  | AGAINST                     |  |
| CRH plc                                      | G25508105 | 05/08/2025     | Consideration of Named Executive Officer Compensation for 2024 ("Say-on-Pay")                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |   1121           |                0 | AGAINST     | 1121.0                                   | AGAINST                     |  |
| CRH plc                                      | G25508105 | 05/08/2025     | Consideration of Frequency of Future "Say-on-Pay" Votes                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |   1121           |                0 | 1 YEAR      | 1121.0                                   | FOR                         |  |
| Crown Castle Inc.                            | 22822V101 | 05/21/2025     | The non-binding, advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 558101           |                0 | AGAINST     | 558101.0                                 | AGAINST                     |  |
| D.R. Horton, Inc.                            | 23331A109 | 01/16/2025     | Approval of the advisory resolution on executive compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |    849           |                0 | AGAINST     | 849.0                                    | AGAINST                     |  |
| Danaher Corporation                          | 235851102 | 05/06/2025     | To approve on an advisory basis the Company's named executive officer compensation.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |    467           |                0 | AGAINST     | 467.0                                    | AGAINST                     |  |
| DaVita Inc.                                  | 23918K108 | 06/05/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  49373           |                0 | AGAINST     | 49373.0                                  | AGAINST                     |  |
| Deckers Outdoor Corporation                  | 243537107 | 09/09/2024     | To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers, as described in the section of the Proxy Statement entitled Compensation Discussion and Analysis .                             | SECTION 14A SAY-ON-PAY VOTES |   1253           |                0 | AGAINST     | 1253.0                                   | AGAINST                     |  |
| Deere  Company                               | 244199105 | 02/26/2025     | Advisory vote to approve executive compensation ("say-on-pay")                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |    425           |                0 | AGAINST     | 425.0                                    | AGAINST                     |  |
| Delta Air Lines, Inc.                        | 247361702 | 06/19/2025     | To approve, on an advisory basis, the compensation of Delta's named executive officers.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 226873           |                0 | AGAINST     | 226873.0                                 | AGAINST                     |  |
| Digital Realty Trust, Inc.                   | 253868103 | 06/06/2025     | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers, as more fully described in the accompanying Proxy Statement (Say-on-Pay).                                           | SECTION 14A SAY-ON-PAY VOTES |  15291           |                0 | AGAINST     | 15291.0                                  | AGAINST                     |  |
| DocuSign, Inc.                               | 256163106 | 05/29/2025     | Approval, on an advisory basis, of our named executive officers compensation                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  26953           |                0 | AGAINST     | 26953.0                                  | AGAINST                     |  |
| DoorDash, Inc.                               | 25809K105 | 06/24/2025     | The approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |    680           |                0 | AGAINST     | 680.0                                    | AGAINST                     |  |
| Eaton Corporation plc                        | G29183103 | 04/23/2025     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |   2581           |                0 | AGAINST     | 2581.0                                   | AGAINST                     |  |
| Eaton Corporation plc                        | 29084Q100 | 04/23/2025     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |    892           |                0 | AGAINST     | 892.0                                    | AGAINST                     |  |
| eBay Inc.                                    | 278642103 | 06/25/2025     | Proposal 3 - Advisory vote to approve named executive officer compensation.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  94945           |                0 | AGAINST     | 94945.0                                  | AGAINST                     |  |
| Elevance Health, Inc.                        | 036752103 | 05/14/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 159736           |                0 | AGAINST     | 159736.0                                 | AGAINST                     |  |
| Eli Lilly and Company                        | 532457108 | 05/05/2025     | Approval, on an advisory basis, of the compensation paid to the company's named executive officers.                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  79688           |                0 | AGAINST     | 79688.0                                  | AGAINST                     |  |
| EMCOR Group, Inc.                            | 29084Q100 | 06/05/2025     | Approval, by non-binding advisory vote, of named executive officer compensation.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  23974           |                0 | AGAINST     | 23974.0                                  | AGAINST                     |  |
| Emerson Electric Co.                         | 291011104 | 02/04/2025     | Approval, by non-binding advisory vote, of Emerson Electric Co. executive compensation.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 430779           |                0 | AGAINST     | 430779.0                                 | AGAINST                     |  |
| Equinix, Inc.                                | 29444U700 | 05/21/2025     | Approval, by a non-binding advisory vote, of the compensation of our named executive officers                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |   2971           |                0 | AGAINST     | 2971.0                                   | AGAINST                     |  |
| Equitable Holdings, Inc.                     | 29452E101 | 05/21/2025     | Advisory vote to approve the compensation paid to our named executive officers.                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 230742           |                0 | AGAINST     | 230742.0                                 | AGAINST                     |  |
| Equitable Holdings, Inc.                     | 29452E101 | 05/21/2025     | Advisory vote on the frequency of future advisory votes on executive compensation.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 230742           |                0 |  |  |  |  |
| Expeditors International of Washington, Inc. | 302130109 | 05/06/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  38539           |                0 | AGAINST     | 38539.0                                  | AGAINST                     |  |
| Ferguson Enterprises Inc.                    |  | 12/05/2024     | To approve, on an advisory basis, the fiscal 2024 compensation of the company's named executive officers                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 121147           |                0 | AGAINST     | 121147.0                                 | AGAINST                     |  |
| Ferguson Enterprises Inc.                    |  | 12/05/2024     | To approve, on an advisory basis, the frequency of future shareholder advisory votes to approve the compensation of the company's named executive officers: Please vote for on this resolution to approve for every 1 year    | SECTION 14A SAY-ON-PAY VOTES | 121147           |                0 | FOR         | 121147.0                                 | FOR                         |  |
| Ferguson Enterprises Inc.                    |  | 12/05/2024     | To approve, on an advisory basis, the frequency of future shareholder advisory votes to approve the compensation of the company's named executive officers: Please vote for on this resolution to approve for every 2 years   | SECTION 14A SAY-ON-PAY VOTES | 121147           |                0 |  |  |  |  |
| Ferguson Enterprises Inc.                    |  | 12/05/2024     | To approve, on an advisory basis, the frequency of future shareholder advisory votes to approve the compensation of the company's named executive officers: Please vote for on this resolution to approve for every 3 years   | SECTION 14A SAY-ON-PAY VOTES | 121147           |                0 |  |  |  |  |
| Ferguson Enterprises Inc.                    |  | 12/05/2024     | To approve, on an advisory basis, the frequency of future shareholder advisory votes to approve the compensation of the company's named executive officers: Please vote for on this resolution to approve abstain             | SECTION 14A SAY-ON-PAY VOTES | 121147           |                0 |  |  |  |  |
| Ferguson Enterprises Inc.                    | 31488V107 | 12/05/2024     | To Approve, On An Advisory Basis, The Fiscal 2024 Compensation Of The Company's Named Executive Officers.                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |   8426           |                0 | AGAINST     | 8426.0                                   | AGAINST                     |  |
| Ferguson Enterprises Inc.                    | 31488V107 | 12/05/2024     | To Approve, On An Advisory Basis, The Frequency Of Future Shareholder Advisory Votes To Approve The Compensation Of The Company's Named Executive Officers.                                                                   | SECTION 14A SAY-ON-PAY VOTES |   8426           |                0 |  |  |  |  |
| Fidelity National Information Services, Inc. | 31620M106 | 06/12/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 153246           |                0 | AGAINST     | 153246.0                                 | AGAINST                     |  |
| Fiserv, Inc.                                 | 337738108 | 05/14/2025     | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 183893           |                0 | AGAINST     | 183893.0                                 | AGAINST                     |  |
| Gaming And Leisure Properties, Inc.          | 36467J108 | 06/12/2025     | To approve, on a non-binding advisory basis, the Company's executive compensation.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      1.19446e+06 |                0 | AGAINST     | 1194465.0                                | AGAINST                     |  |
| Gartner, Inc.                                | 366651107 | 05/29/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |    343           |                0 | AGAINST     | 343.0                                    | AGAINST                     |  |
| Gen Digital Inc.                             | 668771108 | 09/10/2024     | Advisory vote to approve executive compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 343889           |                0 | AGAINST     | 343889.0                                 | AGAINST                     |  |
| Gilead Sciences, Inc.                        | 375558103 | 05/07/2025     | To approve, on an advisory basis, the compensation of our Named Executive Officers as presented in the Proxy Statement.                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 468926           |                0 | AGAINST     | 468926.0                                 | AGAINST                     |  |
| HCA Healthcare, Inc.                         | 40412C101 | 04/24/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |   3171           |                0 | AGAINST     | 3171.0                                   | AGAINST                     |  |
| Howmet Aerospace, Inc.                       | 443201108 | 05/28/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 299433           |                0 | AGAINST     | 299433.0                                 | AGAINST                     |  |
| HP Inc.                                      | 40434L105 | 04/14/2025     | To approve, on an advisory basis, HP Inc. s named executive officer compensation                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 180101           |                0 | AGAINST     | 180101.0                                 | AGAINST                     |  |
| Humana Inc.                                  | 444859102 | 04/17/2025     | Non-binding advisory vote for the approval of the compensation of the named executive officers as disclosed in the 2025 proxy statement.                                                                                      | SECTION 14A SAY-ON-PAY VOTES |    438           |                0 | AGAINST     | 438.0                                    | AGAINST                     |  |
| Huntington Bancshares Incorporated           | 446150104 | 04/16/2025     | An advisory resolution to approve, on a non-binding basis, the compensation of executives as disclosed in the accompanying proxy statement.                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  87926           |                0 | AGAINST     | 87926.0                                  | AGAINST                     |  |
| IDEXX Laboratories, Inc.                     | 45168D104 | 05/07/2025     | Advisory Vote on Executive Compensation. To approve a nonbinding advisory resolution on the Company's executive compensation (Proposal Three).                                                                                | SECTION 14A SAY-ON-PAY VOTES |    206           |                0 | AGAINST     | 206.0                                    | AGAINST                     |  |
| Illinois Tool Works Inc.                     | 452308109 | 05/02/2025     | Advisory vote to approve compensation of ITW's named executive officers.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |    593           |                0 | AGAINST     | 593.0                                    | AGAINST                     |  |
| Insulet Corporation                          | 45784P101 | 05/22/2025     | To approve, on a non-binding, advisory basis, the compensation of certain executive officers.                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |   5337           |                0 | AGAINST     | 5337.0                                   | AGAINST                     |  |
| International Business Machines Corporation  | 459200101 | 04/29/2025     | Advisory Vote on Executive Compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |   8246           |                0 | AGAINST     | 8246.0                                   | AGAINST                     |  |
| International Flavors  Fragrances Inc.       | 459506101 | 05/01/2025     | Approve, on an advisory basis, the compensation of our named executive officers in 2024.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |   4701           |                0 | AGAINST     | 4701.0                                   | AGAINST                     |  |
| International Paper Company                  | 460146103 | 05/12/2025     | A Non-Binding Resolution to Approve the Compensation of the Company's Named Executive Officers                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  11512           |                0 | AGAINST     | 11512.0                                  | AGAINST                     |  |
| Intuit Inc.                                  | 461202103 | 01/23/2025     | Advisory vote to approve Intuit's executive compensation (say-on-pay).                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |    397           |                0 | AGAINST     | 397.0                                    | AGAINST                     |  |
| Johnson  Johnson                             | 478160104 | 04/24/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |  50776           |                0 | AGAINST     | 50776.0                                  | AGAINST                     |  |
| Johnson Controls International plc           | G51502105 | 03/12/2025     | To approve, in a non-binding advisory vote, the compensation of the named executive officers.                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 506619           |                0 | AGAINST     | 506619.0                                 | AGAINST                     |  |
| JPMorgan Chase  Co.                          | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 148090           |                0 | AGAINST     | 148090.0                                 | AGAINST                     |  |
| Kenvue Inc.                                  | 49177J102 | 05/22/2025     | Approve, on a non-binding advisory basis, the compensation of Kenvue Inc.'s named executive officers.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      1.54812e+06 |                0 | AGAINST     | 1548121.0                                | AGAINST                     |  |
| Keurig Dr Pepper Inc.                        | 49271V100 | 06/18/2025     | To approve, on an advisory basis, Keurig Dr Pepper Inc.'s executive compensation.                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      1.1422e+06  |                0 | AGAINST     | 1142199.0                                | AGAINST                     |  |
| Kimberly-Clark Corporation                   | 494368103 | 05/01/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |  59227           |                0 | AGAINST     | 59227.0                                  | AGAINST                     |  |
| KLA Corporation                              | 482480100 | 11/06/2024     | To approve on a non-binding, advisory basis our named executive officer compensation.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  36437           |                0 | AGAINST     | 36437.0                                  | AGAINST                     |  |
| Lam Research Corporation                     | 512807108 | 11/05/2024     | Advisory vote to approve the compensation of the named executive officers of Lam Research, or Say on Pay.                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |    313           |                0 | AGAINST     | 313.0                                    | AGAINST                     |  |
| Lennox International Inc.                    | 526107107 | 05/22/2025     | To conduct an advisory vote to approve the compensation of our named executive officers as disclosed in the Proxy Statement                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |   7458           |                0 | AGAINST     | 7458.0                                   | AGAINST                     |  |
| Linde plc                                    | 526107107 | 07/30/2024     | To approve, on an advisory and non-binding basis, the compensation of Linde plc's Named Executive Officers, as disclosed in the 2024 Proxy Statement.                                                                         | SECTION 14A SAY-ON-PAY VOTES |  43979           |                0 | AGAINST     | 43979.0                                  | AGAINST                     |  |
| Linde plc                                    | G54950103 | 07/30/2024     | To approve, on an advisory and non-binding basis, the compensation of Linde plc s Named Executive Officers, as disclosed in the 2024 Proxy statement.                                                                         | SECTION 14A SAY-ON-PAY VOTES |   2836           |                0 | AGAINST     | 2836.0                                   | AGAINST                     |  |
| Logitech International SA                    | G54950103 | 09/04/2024     | Advisory Vote on Executive Compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 146803           |                0 | AGAINST     | 146803.0                                 | AGAINST                     |  |
| Lowe's Companies, Inc.                       | 548661107 | 05/30/2025     | Advisory vote to approve the Company's named executive officer compensation in fiscal 2024.                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |    396           |                0 | AGAINST     | 396.0                                    | AGAINST                     |  |
| LPL Financial Holdings Inc.                  | 50212V100 | 05/22/2025     | Approve, in an advisory vote, the compensation paid to the Company's named executive officers.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  21325           |                0 | AGAINST     | 21325.0                                  | AGAINST                     |  |
| Lululemon Athletica Inc.                     | 550021109 | 06/11/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |    226           |                0 | AGAINST     | 226.0                                    | AGAINST                     |  |
| M Bank Corporation                           | 55261F104 | 04/15/2025     | To Approve The 2024 Compensation Of M Bank Corporation's Named Executive Officers.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 200575           |                0 | AGAINST     | 200575.0                                 | AGAINST                     |  |
| Marathon Petroleum Corporation               | 56585A102 | 04/30/2025     | Approval, on an advisory basis, of the company's named executive officer compensation.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  48057           |                0 | AGAINST     | 48057.0                                  | AGAINST                     |  |
| Marvell Technology, Inc.                     | 573874104 | 06/13/2025     | An advisory (non-binding) vote to approve compensation of our named executive officers.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 109458           |                0 | AGAINST     | 109458.0                                 | AGAINST                     |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 115023           |                0 | AGAINST     | 115023.0                                 | AGAINST                     |  |
| McDonald's Corporation                       | 580135101 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |   6784           |                0 | AGAINST     | 6784.0                                   | AGAINST                     |  |
| MercadoLibre, Inc.                           | 58733R102 | 06/17/2025     | To approve, on an advisory basis, the compensation of our named executive officers for fiscal year 2024.                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |    331           |                0 | AGAINST     | 331.0                                    | AGAINST                     |  |
| Merck  Co., Inc.                             | 58933Y105 | 05/27/2025     | Non-binding advisory vote to approve the compensation of our named executive officers.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 808886           |                0 | AGAINST     | 808886.0                                 | AGAINST                     |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                                             | SECTION 14A SAY-ON-PAY VOTES | 117729           |                0 | AGAINST     | 117729.0                                 | AGAINST                     |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years.                   | SECTION 14A SAY-ON-PAY VOTES | 117729           |                0 |  |  |  |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 292671           |                0 | AGAINST     | 292671.0                                 | AGAINST                     |  |
| Molina Healthcare, Inc.                      | 60855R100 | 04/30/2025     | To consider and approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |   5731           |                0 | AGAINST     | 5731.0                                   | AGAINST                     |  |
| Monster Beverage Corporation                 | 61174X109 | 06/12/2025     | Proposal to approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  37153           |                0 | AGAINST     | 37153.0                                  | AGAINST                     |  |
| Moody's Corporation                          | 615369105 | 04/15/2025     | Advisory resolution approving executive compensation.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |   1009           |                0 | AGAINST     | 1009.0                                   | AGAINST                     |  |
| Morgan Stanley                               | 617446448 | 05/15/2025     | To approve the compensation of executives as disclosed in the proxy statement (non-binding advisory vote)                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  26540           |                0 | AGAINST     | 26540.0                                  | AGAINST                     |  |
| Nasdaq, Inc.                                 | 631103108 | 06/11/2025     | Advisory vote to approve the Company's executive compensation as presented in the Proxy Statement                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 743463           |                0 | AGAINST     | 743463.0                                 | AGAINST                     |  |
| NetApp, Inc.                                 | 64110D104 | 09/11/2024     | To hold an advisory vote to approve Named Executive Officer compensation.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  12069           |                0 | AGAINST     | 12069.0                                  | AGAINST                     |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | Advisory approval of named executive officer compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  34744           |                0 | AGAINST     | 34744.0                                  | AGAINST                     |  |
| NIKE, Inc.                                   | 654106103 | 09/10/2024     | To approve executive compensation by an advisory vote.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |   1704           |                0 | AGAINST     | 1704.0                                   | AGAINST                     |  |
| NVIDIA Corporation                           | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      1.20961e+06 |                0 | AGAINST     | 1209610.0                                | AGAINST                     |  |
| NXP Semiconductors N.V.                      | 64110D104 | 06/11/2025     | Non-binding, advisory vote to approve Named Executive Officer compensation                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |    596           |                0 | AGAINST     | 596.0                                    | AGAINST                     |  |
| NXP Semiconductors N.V.                      | N6596X109 | 06/11/2025     | Non-binding, advisory vote to approve Named Executive Officer compensation                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 276322           |                0 | AGAINST     | 276322.0                                 | AGAINST                     |  |
| Omnicom Group Inc.                           | 681919106 | 05/06/2025     | Advisory resolution to approve executive compensation.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |   3567           |                0 | AGAINST     | 3567.0                                   | AGAINST                     |  |
| Owens Corning                                |  | 04/15/2025     | To approve, on an advisory basis, our named executive officer compensation.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |    745           |                0 | AGAINST     | 745.0                                    | AGAINST                     |  |
| Owens Corning                                | 690742101 | 04/15/2025     | To Approve, On An Advisory Basis, Our Named Executive Officer Compensation.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |   2587           |                0 | AGAINST     | 2587.0                                   | AGAINST                     |  |
| PACCAR Inc                                   | 693718108 | 04/29/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 715530           |                0 | AGAINST     | 715530.0                                 | AGAINST                     |  |
| Palo Alto Networks, Inc.                     | 697435105 | 12/10/2024     | To approve, on an advisory basis, the frequency of holding future advisory votes on named executive officer compensation.                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |   1396           |                0 | 1 YEAR      | 1396.0                                   | FOR                         |  |
| Palo Alto Networks, Inc.                     | 697435105 | 12/10/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |   1396           |                0 |  |  |  |  |
| PayPal Holdings, Inc.                        | 70450Y103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 147879           |                0 | AGAINST     | 147879.0                                 | AGAINST                     |  |
| PepsiCo, Inc.                                | 713448108 | 05/07/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |   1260           |                0 | AGAINST     | 1260.0                                   | AGAINST                     |  |
| Pfizer Inc.                                  | 717081103 | 04/24/2025     | 2025 advisory approval of executive compensation                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      2.45883e+06 |                0 | AGAINST     | 2458828.0                                | AGAINST                     |  |
| Phillips 66                                  | 718546104 | 05/21/2025     | The Company's Proposal To Approve, On An Advisory Basis, The Company's Named Executive Officer Compensation.                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |   1334           |                0 | AGAINST     | 1334.0                                   | NONE                        |  |
| Phillips 66                                  | 718546104 | 05/21/2025     | The Company's Proposal To Approve, On An Advisory Basis, The Frequency Of Future Shareholder Advisory Votes To Approve Executive Compensation.                                                                                | SECTION 14A SAY-ON-PAY VOTES |   1334           |                0 |  |  |  |  |
| Pool Corporation                             | 73278L105 | 04/30/2025     | Say-on-pay vote: Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement.                                                                                               | SECTION 14A SAY-ON-PAY VOTES |   6316           |                0 |  |  |  |  |
| PPG Industries, Inc.                         | 693506107 | 04/17/2025     | Approve the compensation of the Company's named executive officers on an advisory basis.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 415861           |                0 | AGAINST     | 415861.0                                 | AGAINST                     |  |
| Principal Financial Group, Inc.              | 74251V102 | 05/20/2025     | Advisory approval of the compensation of our named executive officers                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |   3556           |                0 | AGAINST     | 3556.0                                   | AGAINST                     |  |
| Prudential Financial, Inc.                   | 744320102 | 05/13/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  18832           |                0 | AGAINST     | 18832.0                                  | AGAINST                     |  |
| PulteGroup, Inc.                             | 745867101 | 04/30/2025     | Say-on-pay: Advisory vote to approve executive compensation.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |    971           |                0 | AGAINST     | 971.0                                    | AGAINST                     |  |
| Raymond James Financial, Inc.                | 754730109 | 02/20/2025     | Advisory Vote To Approve Executive Compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 422662           |                0 | AGAINST     | 422662.0                                 | AGAINST                     |  |
| Regions Financial Corporation                | 7591EP100 | 04/16/2025     | Advisory Vote to Approve Regions' Executive Compensation.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      1.48991e+06 |                0 | AGAINST     | 1489913.0                                | AGAINST                     |  |
| Roper Technologies, Inc.                     | 776696106 | 06/10/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  87727           |                0 | AGAINST     | 87727.0                                  | AGAINST                     |  |
| Royal Caribbean Group                        | V7780T103 | 05/28/2025     | Advisory approval of the Company's compensation of its named executive officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  33333           |                0 | AGAINST     | 33333.0                                  | AGAINST                     |  |
| Royal Caribbean Group                        |  | 05/28/2025     | Advisory approval of the Company's compensation of its named executive officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |    707           |                0 | AGAINST     | 707.0                                    | AGAINST                     |  |
| S Global Inc.                                | 78409V104 | 05/07/2025     | Approve, on an advisory basis, the executive compensation program for the Company's named executive officers, as described in the Proxy Statement.                                                                            | SECTION 14A SAY-ON-PAY VOTES |   1420           |                0 | AGAINST     | 1420.0                                   | AGAINST                     |  |
| Salesforce, Inc.                             | 79466L302 | 06/05/2025     | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 152738           |                0 | AGAINST     | 152738.0                                 | AGAINST                     |  |
| Sempra                                       | 816851109 | 05/13/2025     | Advisory approval of our executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 796452           |                0 | AGAINST     | 796452.0                                 | AGAINST                     |  |
| ServiceNow, Inc.                             | 81762P102 | 05/22/2025     | Advisory vote to approve ServiceNow's named executive officer compensation.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |   4701           |                0 | AGAINST     | 4701.0                                   | AGAINST                     |  |
| State Street Corporation                     | 857477103 | 05/14/2025     | To approve an advisory proposal on executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  66308           |                0 | AGAINST     | 66308.0                                  | AGAINST                     |  |
| Steel Dynamics, Inc.                         | 858119100 | 04/25/2025     | Advisory Vote To Approve The Compensation Of The Named Executive Officers                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |    682           |                0 | AGAINST     | 682.0                                    | AGAINST                     |  |
| Synchrony Financial                          | 87165B103 | 06/17/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 136765           |                0 | AGAINST     | 136765.0                                 | AGAINST                     |  |
| Synopsys, Inc.                               | 871607107 | 04/10/2025     | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the attached Proxy Statement.                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  48370           |                0 | AGAINST     | 48370.0                                  | AGAINST                     |  |
| Target Corporation                           | 87612E106 | 06/11/2025     | Company proposal to approve, on an advisory basis, our executive compensation (Say on Pay).                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  42644           |                0 | AGAINST     | 42644.0                                  | AGAINST                     |  |
| TE Connectivity plc                          | G87052109 | 03/12/2025     | An advisory vote to approve named executive officer compensation.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 309074           |                0 | AGAINST     | 309074.0                                 | AGAINST                     |  |
| Texas Instruments Incorporated               | 882508104 | 04/17/2025     | Board proposal regarding advisory approval of the Company's executive compensation.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |   1011           |                0 | AGAINST     | 1011.0                                   | AGAINST                     |  |
| The Charles Schwab Corporation               | 808513105 | 05/22/2025     | Advisory approval of named executive officer compensation                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  20143           |                0 | AGAINST     | 20143.0                                  | AGAINST                     |  |
| The Cigna Group                              | 125523100 | 04/23/2025     | Advisory approval of executive compensation                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  15795           |                0 | AGAINST     | 15795.0                                  | AGAINST                     |  |
| The Coca-Cola Company                        | 191216100 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |   3425           |                0 | AGAINST     | 3425.0                                   | AGAINST                     |  |
| The Hartford Insurance Group, Inc.           | 416515104 | 05/21/2025     | Management proposal to approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company s proxy statement                                                     | SECTION 14A SAY-ON-PAY VOTES |   1120           |                0 | AGAINST     | 1120.0                                   | AGAINST                     |  |
| The Home Depot, Inc.                         | 437076102 | 05/22/2025     | Advisory Vote to Approve Executive Compensation ( Say-on-Pay )                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  35873           |                0 | AGAINST     | 35873.0                                  | AGAINST                     |  |
| The Kroger Co.                               | 501044101 | 06/26/2025     | Approval, on an advisory basis, of Kroger's executive compensation.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  86016           |                0 | AGAINST     | 86016.0                                  | AGAINST                     |  |
| The PNC Financial Services Group, Inc.       | 693475105 | 04/23/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  15106           |                0 | AGAINST     | 15106.0                                  | AGAINST                     |  |
| The Procter  Gamble Company                  | 742718109 | 10/08/2024     | Advisory Vote to Approve the Company's Executive Compensation (the "Say on Pay vote").                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  45545           |                0 | AGAINST     | 45545.0                                  | AGAINST                     |  |
| The Progressive Corporation                  | 743315103 | 05/09/2025     | Cast an advisory vote to approve our executive compensation program.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |   2106           |                0 | AGAINST     | 2106.0                                   | AGAINST                     |  |
| The TJX Companies, Inc.                      | 872540109 | 06/10/2025     | Advisory approval of TJX's executive compensation (the say-on-pay vote)                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 332939           |                0 | AGAINST     | 332939.0                                 | AGAINST                     |  |
| The Walt Disney Company                      | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |   7889           |                0 | AGAINST     | 7889.0                                   | AGAINST                     |  |
| Thermo Fisher Scientific Inc.                | 883556102 | 05/21/2025     | An advisory vote to approve named executive officer compensation.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  80055           |                0 | AGAINST     | 80055.0                                  | AGAINST                     |  |
| Tractor Supply Company                       | 892356106 | 05/15/2025     | To approve, on a non-binding, advisory basis, the compensation of the named executive officers of the Company (Say on Pay).                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 773386           |                0 | AGAINST     | 773386.0                                 | AGAINST                     |  |
| Trane Technologies Plc                       | G8994E103 | 06/05/2025     | Advisory approval of the compensation of the Company's named executive officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |   1517           |                0 | AGAINST     | 1517.0                                   | AGAINST                     |  |
| Trane Technologies Plc                       |  | 06/05/2025     | Advisory approval of the compensation of the Company's named executive officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |    329           |                0 | AGAINST     | 329.0                                    | AGAINST                     |  |
| Truist Financial Corporation                 | 89832Q109 | 04/29/2025     | Advisory vote to approve Truist's executive compensation program.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |   4048           |                0 | AGAINST     | 4048.0                                   | AGAINST                     |  |
| Twilio Inc.                                  | 90138F102 | 06/10/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  97917           |                0 | AGAINST     | 97917.0                                  | AGAINST                     |  |
| U.S. Bancorp                                 | 902973304 | 04/15/2025     | An Advisory Vote To Approve The Compensation Of Our Executives Disclosed In The Proxy Statement.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  37553           |                0 | AGAINST     | 37553.0                                  | AGAINST                     |  |
| Ulta Beauty, Inc.                            | 90384S303 | 06/11/2025     | Advisory resolution to approve the Company's executive compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |   9923           |                0 | AGAINST     | 9923.0                                   | AGAINST                     |  |
| Union Pacific Corporation                    | 907818108 | 05/08/2025     | Approve, by non-binding vote, the compensation of the Company's Named Executive Officers ("Say on Pay").                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |    842           |                0 | AGAINST     | 842.0                                    | AGAINST                     |  |
| United Parcel Service, Inc.                  | 911312106 | 05/08/2025     | To approve on an advisory basis named executive officer compensation.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |   1158           |                0 | AGAINST     | 1158.0                                   | AGAINST                     |  |
| United Rentals, Inc.                         | 911363109 | 05/08/2025     | Advisory Approval of Executive Compensation                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |    194           |                0 | AGAINST     | 194.0                                    | AGAINST                     |  |
| UnitedHealth Group Incorporated              | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 132926           |                0 | AGAINST     | 132926.0                                 | AGAINST                     |  |
| Valero Energy Corporation                    | 91913Y100 | 05/06/2025     | Advisory vote to approve the 2024 compensation of named executive officers.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  97967           |                0 | AGAINST     | 97967.0                                  | AGAINST                     |  |
| Verizon Communications Inc.                  | 92343V104 | 05/22/2025     | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |   5457           |                0 | AGAINST     | 5457.0                                   | AGAINST                     |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 174081           |                0 | AGAINST     | 174081.0                                 | AGAINST                     |  |
| Weyerhaeuser Company                         | 962166104 | 05/09/2025     | Approval, on an advisory basis, of the compensation of the named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |      1.40987e+06 |                0 | AGAINST     | 1409868.0                                | AGAINST                     |  |
| Williams-Sonoma, Inc.                        | 969904101 | 06/11/2025     | An advisory vote to approve executive compensation                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  50250           |                0 | AGAINST     | 50250.0                                  | AGAINST                     |  |

## N-PX: Signature Block

**Reporting Person:** MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH

**By (Signature):** /s/ Dr. Alexander Rohrs

**By (Printed Signature):** /s/ Dr. Alexander Rohrs

**By (Title):** Managing Director

**Date:** 07/30/2025