# EDGAR Filing Document

**Accession Number:** 0001007524
**File Stem:** 0001085146-25-005641
**Filing Date:** 2025-8
**Character Count:** 106074
**Document Hash:** 4d6b61a88b6d85943a48ffd1a6afde3e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-005641.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001085146-25-005641

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** OSTERWEIS CAPITAL MANAGEMENT INC
- **CENTRAL INDEX KEY:** 0001007524

**ORGANIZATION NAME:**
- **EIN:** 942871718
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-04483
- **FILM NUMBER:** 251278058

**BUSINESS ADDRESS:**
- **STREET 1:** ONE MARITIME PLAZA
- **STREET 2:** STE 800
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94111
- **BUSINESS PHONE:** 4154344441

**MAIL ADDRESS:**
- **STREET 1:** ONE MARITIME PLAZA
- **STREET 2:** STE 800
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94111

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

## N-PX: Filer Information

**Filer CIK:** 0001007524

**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:** OSTERWEIS CAPITAL MANAGEMENT INC

**Address:** One Maritime Plaza, SAN FRANCISCO, CA 94111

**Telephone number:** 415-434-4441

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-04483

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| 3M Company                                   | 88579Y101 | 05/13/2025     | Advisory approval of executive compensation.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            2   |                0 | FOR         |                                      2   | FOR                         |  |
| Abbott Laboratories                          | 002824100 | 04/25/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         3495   |                0 | FOR         |                                   3495   | FOR                         |  |
| AbbVie Inc.                                  | 00287Y109 | 05/09/2025     | Say on Pay - An advisory vote on the approval of executive compensation                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         4306   |                0 | FOR         |                                   4306   | FOR                         |  |
| Accenture plc                                | G1151C101 | 02/06/2025     | To approve, in a non-binding vote, the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        34533   |                0 | FOR         |                                  34533   | FOR                         |  |
| Accenture plc                                | G1151C101 | 02/06/2025     | To approve, in a non-binding vote, the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        75086   |                0 | FOR         |                                  75086   | FOR                         |  |
| 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 |            8   |                0 | FOR         |                                      8   | FOR                         |  |
| Agilent Technologies, Inc.                   | 00846U101 | 03/13/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          324   |                0 | FOR         |                                    324   | FOR                         |  |
| Agilysys, Inc.                               | 00847J105 | 09/12/2024     | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers set forth in the attached Proxy Statement                                                                            | SECTION 14A SAY-ON-PAY VOTES |       113290   |                0 | FOR         |                                 113290   | FOR                         |  |
| Air Products and Chemicals, Inc.             | 009158106 | 01/23/2025     | Advisory Vote Approving the Compensation of the Company's Executive Officers.                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         6193   |                0 | FOR         |                                   6193   | FOR                         |  |
| Air Products and Chemicals, Inc.             | 009158106 | 01/23/2025     | An advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        32711   |                0 | FOR         |                                  32711   | NONE                        |  |
| Air Products and Chemicals, Inc.             | 009158106 | 01/23/2025     | An advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        73887   |                0 | FOR         |                                  73887   | NONE                        |  |
| Airbnb, Inc.                                 | 009066101 | 06/04/2025     | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         1718   |                0 | AGAINST     |                                   1718   | AGAINST                     |  |
| Alexandria Real Estate Equities, Inc.        | 015271109 | 05/13/2025     | To cast a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described in the accompanying Proxy Statement.                               | SECTION 14A SAY-ON-PAY VOTES |            5   |                0 | FOR         |                                      5   | FOR                         |  |
| Altria Group, Inc.                           | 02209S103 | 05/15/2025     | Non-Binding Advisory Vote to Approve the Compensation of Altria's Named Executive Officers                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           20   |                0 | FOR         |                                     20   | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        86306   |                0 | AGAINST     |                                  86306   | AGAINST                     |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       224940   |                0 | AGAINST     |                                 224940   | 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 |          858   |                0 | FOR         |                                    858   | FOR                         |  |
| American International Group, Inc.           | 026874784 | 05/14/2025     | Advisory Vote on the Frequency of Future Executive Compensation Votes.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         1000   |                0 | ONE YEAR    |                                   1000   | FOR                         |  |
| American International Group, Inc.           | 026874784 | 05/14/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         1000   |                0 | AGAINST     |                                   1000   | AGAINST                     |  |
| American Water Works Company, Inc.           | 030420103 | 05/14/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        73292   |                0 | FOR         |                                  73292   | FOR                         |  |
| American Water Works Company, Inc.           | 030420103 | 05/14/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |       202291   |                0 | FOR         |                                 202291   | FOR                         |  |
| AMETEK, Inc.                                 | 031100100 | 05/07/2025     | Approval, by advisory vote, of the compensation of AMETEK, Inc.'s named executive officers.                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        28450   |                0 | FOR         |                                  28450   | FOR                         |  |
| AMETEK, Inc.                                 | 031100100 | 05/07/2025     | Approval, by advisory vote, of the compensation of AMETEK, Inc.'s named executive officers.                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        76080   |                0 | FOR         |                                  76080   | FOR                         |  |
| Amgen Inc.                                   | 031162100 | 05/23/2025     | Advisory vote to approve our executive compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          122   |                0 | FOR         |                                    122   | FOR                         |  |
| Amicus Therapeutics, Inc.                    | 03152W109 | 06/05/2025     | Approval, on an advisory basis, the Company's executive compensation.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |       832470   |                0 | FOR         |                                 832470   | FOR                         |  |
| Analog Devices, Inc.                         | 032654105 | 03/12/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        33201   |                0 | FOR         |                                  33201   | FOR                         |  |
| Analog Devices, Inc.                         | 032654105 | 03/12/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        79701   |                0 | FOR         |                                  79701   | FOR                         |  |
| Apple Inc.                                   | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          987   |                0 | FOR         |                                    987   | FOR                         |  |
| Apple Inc.                                   | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        42236.8 |                0 | FOR         |                                  42236.8 | FOR                         |  |
| 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 |            8   |                0 | AGAINST     |                                      8   | AGAINST                     |  |
| AtriCure, Inc.                               | 04963C209 | 05/19/2025     | Advisory vote on the compensation of our named executive officers as disclosed in the proxy statement for the 2025 Annual Meeting.                                                                                            | SECTION 14A SAY-ON-PAY VOTES |       269895   |                0 | FOR         |                                 269895   | FOR                         |  |
| AtriCure, Inc.                               | 04963C209 | 05/19/2025     | Advisory vote on the frequency of future advisory votes on compensation of our named executive officers.                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |       269895   |                0 | ONE YEAR    |                                 269895   | FOR                         |  |
| 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 |        15060   |                0 | FOR         |                                  15060   | FOR                         |  |
| 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 |        16060   |                0 | FOR         |                                  16060   | FOR                         |  |
| AutoZone, Inc.                               | 053332102 | 12/18/2024     | Approval of an advisory vote on the compensation of named executive officers                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         3186   |                0 | FOR         |                                   3186   | FOR                         |  |
| AutoZone, Inc.                               | 053332102 | 12/18/2024     | Approval of an advisory vote on the compensation of named executive officers                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         7193   |                0 | FOR         |                                   7193   | FOR                         |  |
| Avantor, Inc.                                | 05352A100 | 05/08/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          419   |                0 | FOR         |                                    419   | FOR                         |  |
| Baker Hughes Company                         | 05722G100 | 05/20/2025     | An advisory vote related to the Company's executive compensation program                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           15   |                0 | FOR         |                                     15   | FOR                         |  |
| Bank of Hawaii Corporation                   | 062540109 | 04/25/2025     | Say on Pay - An advisory vote on executive compensation.                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         1000   |                0 | FOR         |                                   1000   | FOR                         |  |
| Becton, Dickinson and Company                | 075887109 | 01/28/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        23814   |                0 | FOR         |                                  23814   | FOR                         |  |
| Becton, Dickinson and Company                | 075887109 | 01/28/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        59005   |                0 | FOR         |                                  59005   | FOR                         |  |
| Bio-Techne Corporation                       | 09073M104 | 10/24/2024     | Approve, on an advisory basis, the compensation of our executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |       143253   |                0 | FOR         |                                 143253   | FOR                         |  |
| Boot Barn Holdings, Inc.                     | 099406100 | 08/28/2024     | To vote on a non-binding advisory resolution to approve the compensation paid to named executive officers for fiscal 2024 ("say-on-pay").                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        23785   |                0 | FOR         |                                  23785   | FOR                         |  |
| Boston Scientific Corporation                | 101137107 | 05/01/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        84732   |                0 | FOR         |                                  84732   | FOR                         |  |
| Boston Scientific Corporation                | 101137107 | 05/01/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       168535   |                0 | FOR         |                                 168535   | FOR                         |  |
| 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 |         1459   |                0 | FOR         |                                   1459   | FOR                         |  |
| Broadcom Inc.                                | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        32650   |                0 | FOR         |                                  32650   | FOR                         |  |
| Broadcom Inc.                                | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        91524   |                0 | FOR         |                                  91524   | FOR                         |  |
| Brown  Brown, Inc.                           | 115236101 | 05/07/2025     | To approve, on an advisory basis, the compensation of named executive officers.                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        80075   |                0 | FOR         |                                  80075   | FOR                         |  |
| Brown  Brown, Inc.                           | 115236101 | 05/07/2025     | To approve, on an advisory basis, the compensation of named executive officers.                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       210320   |                0 | FOR         |                                 210320   | FOR                         |  |
| Carrier Global Corporation                   | 14448C104 | 04/09/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          500   |                0 | FOR         |                                    500   | FOR                         |  |
| Cava Group, Inc.                             | 148929102 | 06/20/2025     | Approval of, on an advisory basis, the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        41790   |                0 | FOR         |                                  41790   | FOR                         |  |
| Cava Group, Inc.                             | 148929102 | 06/20/2025     | Approval of, on an advisory basis, the frequency of future advisory votes to approve the compensation of our named executive officers.                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        41790   |                0 | ONE YEAR    |                                  41790   | FOR                         |  |
| Cavco Industries, Inc.                       | 149568107 | 07/30/2024     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        22411   |                0 | FOR         |                                  22411   | FOR                         |  |
| Chevron Corporation                          | 166764100 | 05/28/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           50   |                0 | FOR         |                                     50   | FOR                         |  |
| Chevron Corporation                          | 166764100 | 05/28/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| Chipotle Mexican Grill, Inc.                 | 169656105 | 06/11/2025     | An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ("say-on-pay").                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            5   |                0 | AGAINST     |                                      5   | AGAINST                     |  |
| Chubb Limited                                | H1467J104 | 05/15/2025     | Advisory vote to approve executive compensation under U.S. securities law requirements                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            5   |                0 | FOR         |                                      5   | FOR                         |  |
| Cisco Systems, Inc.                          | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          140   |                0 | FOR         |                                    140   | FOR                         |  |
| Comcast Corporation                          | 20030N101 | 06/18/2025     | Advisory vote on executive compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           24   |                0 | FOR         |                                     24   | FOR                         |  |
| CONMED Corporation                           | 207410101 | 05/20/2025     | Advisory Vote on Named Executive Officer Compensation;                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       227805   |                0 | FOR         |                                 227805   | FOR                         |  |
| Consolidated Edison, Inc.                    | 209115104 | 05/19/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            5   |                0 | FOR         |                                      5   | FOR                         |  |
| Costco Wholesale Corporation                 | 22160K105 | 01/23/2025     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          295   |                0 | FOR         |                                    295   | 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 |            5   |                0 | FOR         |                                      5   | FOR                         |  |
| 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 |        32804   |                0 | FOR         |                                  32804   | FOR                         |  |
| 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 |        87122   |                0 | FOR         |                                  87122   | FOR                         |  |
| 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 |            2   |                0 | FOR         |                                      2   | FOR                         |  |
| Deere  Company                               | 244199105 | 02/26/2025     | Advisory vote to approve executive compensation ("say-on-pay")                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        13416   |                0 | FOR         |                                  13416   | FOR                         |  |
| Deere  Company                               | 244199105 | 02/26/2025     | Advisory vote to approve executive compensation ("say-on-pay")                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        35899   |                0 | FOR         |                                  35899   | FOR                         |  |
| Devon Energy Corporation.                    | 25179M103 | 06/04/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           18   |                0 | AGAINST     |                                     18   | AGAINST                     |  |
| Duolingo, Inc.                               | 26603R106 | 06/11/2025     | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        20966   |                0 | FOR         |                                  20966   | FOR                         |  |
| DuPont de Nemours, Inc.                      | 26614N102 | 05/22/2025     | Advisory Resolution to Approve Executive Compensation                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            5   |                0 | FOR         |                                      5   | FOR                         |  |
| DURECT Corporation                           | 266605500 | 09/25/2024     | Hold a non-binding advisory vote to approve executive compensation;                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           93   |                0 | FOR         |                                     93   | FOR                         |  |
| e.l.f. Beauty, Inc.                          | 26856L103 | 08/22/2024     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        57574   |                0 | FOR         |                                  57574   | FOR                         |  |
| EastGroup Properties, Inc.                   | 277276101 | 05/22/2025     | To approve, by a non-binding, advisory vote, the compensation of the Company's Named Executive Officers as described in the Company's definitive proxy statement.                                                             | SECTION 14A SAY-ON-PAY VOTES |        49753   |                0 | FOR         |                                  49753   | FOR                         |  |
| EastGroup Properties, Inc.                   | 277276101 | 05/22/2025     | To approve, by a non-binding, advisory vote, the compensation of the Company's Named Executive Officers as described in the Company's definitive proxy statement.                                                             | SECTION 14A SAY-ON-PAY VOTES |       149703   |                0 | FOR         |                                 149703   | FOR                         |  |
| Ecolab Inc.                                  | 278865100 | 05/08/2025     | Approve, on an advisory basis, the compensation of our named executive officers disclosed in the Proxy Statement.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          235   |                0 | FOR         |                                    235   | FOR                         |  |
| 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 |        10894   |                0 | FOR         |                                  10894   | FOR                         |  |
| 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 |           47   |                0 | FOR         |                                     47   | FOR                         |  |
| EOG Resources, Inc.                          | 26875P101 | 05/21/2025     | To approve, by non-binding vote, the compensation of the Company's named executive officers.                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           10   |                0 | FOR         |                                     10   | FOR                         |  |
| Equifax Inc.                                 | 294429105 | 05/08/2025     | Advisory vote to approve named executive officer compensation ("say-on-pay").                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          210   |                0 | FOR         |                                    210   | FOR                         |  |
| Essex Property Trust, Inc.                   | 297178105 | 05/13/2025     | Advisory vote to approve the Company's named executive officer compensation.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         4000   |                0 | FOR         |                                   4000   | FOR                         |  |
| Establishment Labs Holdings Inc.             | G31249108 | 05/23/2025     | To approve, on an advisory basis, the compensation of our named executive officers;                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |       183260   |                0 | FOR         |                                 183260   | FOR                         |  |
| Exxon Mobil Corporation                      | 30231G102 | 05/28/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         3237   |                0 | FOR         |                                   3237   | FOR                         |  |
| Exxon Mobil Corporation                      | 30231G102 | 05/28/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         5445   |                0 | FOR         |                                   5445   | FOR                         |  |
| Fair Isaac Corporation                       | 303250104 | 03/05/2025     | To approve the advisory (non-binding) resolution relating to the named executive officer compensation as disclosed in the proxy statement.                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         1770   |                0 | FOR         |                                   1770   | FOR                         |  |
| Fastenal Company                             | 311900104 | 04/24/2025     | Approval, by non-binding vote, of executive compensation.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         1979   |                0 | FOR         |                                   1979   | FOR                         |  |
| Federal Realty Investment Trust              | 313745101 | 05/07/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            2   |                0 | FOR         |                                      2   | FOR                         |  |
| 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 |            1   |                0 | FOR         |                                      1   | FOR                         |  |
| Fiserv, Inc.                                 | 337738108 | 05/14/2025     | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          623   |                0 | FOR         |                                    623   | FOR                         |  |
| Fortive Corporation                          | 34959J108 | 06/03/2025     | To approve on an advisory basis Fortive's named executive officer compensation.                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            3   |                0 | FOR         |                                      3   | FOR                         |  |
| Freshpet, Inc.                               | 358039105 | 10/01/2024     | Non-binding advisory vote to approve the compensation of the Company's named executive officers                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        58435   |                0 | FOR         |                                  58435   | FOR                         |  |
| FTAI Aviation Ltd.                           | G3730V105 | 05/29/2025     | Approval, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        90530   |                0 | FOR         |                                  90530   | FOR                         |  |
| FTAI Aviation Ltd.                           | G3730V105 | 05/29/2025     | Approval, on a non-binding advisory basis, the frequency of future advisory votes to approve the compensation of our named executive officers.                                                                                | SECTION 14A SAY-ON-PAY VOTES |        90530   |                0 | ONE YEAR    |                                  90530   | FOR                         |  |
| Generac Holdings Inc.                        | 368736104 | 06/12/2025     | Advisory vote on the non-binding "say-on-pay" resolution to approve the compensation of our executive officers                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        37090   |                0 | FOR         |                                  37090   | FOR                         |  |
| General Motors Company                       | 37045V100 | 06/03/2025     | Advisory Approval of Named Executive Officer Compensation                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           12   |                0 | FOR         |                                     12   | FOR                         |  |
| Glaukos Corporation                          | 377322102 | 05/29/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        65833   |                0 | FOR         |                                  65833   | FOR                         |  |
| Guardant Health, Inc.                        | 40131M109 | 06/18/2025     | Non-binding advisory vote to approve Guardant Health, Inc.'s named executive officer compensation.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |       270911   |                0 | FOR         |                                 270911   | FOR                         |  |
| Guidewire Software, Inc.                     | 40171V100 | 12/17/2024     | To conduct a non-binding, advisory vote to approve the compensation of our named executive officers.                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        99365   |                0 | FOR         |                                  99365   | FOR                         |  |
| HA Sustainable Infrastructure Capital, Inc.  | 41068X100 | 06/04/2025     | The advisory approval of the compensation of the Named Executive Officers as described in the Compensation Discussion and Analysis, the compensation tables and other narrative disclosure in the proxy statement.            | SECTION 14A SAY-ON-PAY VOTES |         2390   |                0 | FOR         |                                   2390   | FOR                         |  |
| HEICO Corporation                            | 422806109 | 03/14/2025     | ADVISORY APPROVAL OF THE COMPANY'S EXECUTIVE COMPENSATION                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          671   |                0 | FOR         |                                    671   | FOR                         |  |
| Hess Corporation                             | 42809H107 | 05/14/2025     | Advisory approval of the compensation of our named executive officers.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            5   |                0 | FOR         |                                      5   | FOR                         |  |
| Hilton Worldwide Holdings Inc.               | 43300A203 | 05/14/2025     | Approval, in a non-binding advisory vote, of the compensation paid to the named executive officers.                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            5   |                0 | FOR         |                                      5   | FOR                         |  |
| Honeywell International Inc.                 | 438516106 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          171   |                0 | FOR         |                                    171   | FOR                         |  |
| Ingersoll Rand Inc.                          | 45687V106 | 06/12/2025     | Non-binding vote to approve executive compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            2   |                0 | FOR         |                                      2   | FOR                         |  |
| Inspire Medical Systems, Inc.                | 457730109 | 05/01/2025     | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers.                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        49523   |                0 | FOR         |                                  49523   | FOR                         |  |
| Intercontinental Exchange, Inc.              | 45866F104 | 05/16/2025     | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            4   |                0 | FOR         |                                      4   | FOR                         |  |
| International Business Machines Corporation  | 459200101 | 04/29/2025     | Advisory Vote on Executive Compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         6414   |                0 | FOR         |                                   6414   | FOR                         |  |
| International Business Machines Corporation  | 459200101 | 04/29/2025     | Advisory Vote on Executive Compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         1510   |                0 | FOR         |                                   1510   | FOR                         |  |
| Intuit Inc.                                  | 461202103 | 01/23/2025     | Advisory vote to approve Intuit's executive compensation (say-on-pay)                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        10930   |                0 | FOR         |                                  10930   | FOR                         |  |
| Intuit Inc.                                  | 461202103 | 01/23/2025     | Advisory vote to approve Intuit's executive compensation (say-on-pay)                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        29665   |                0 | FOR         |                                  29665   | FOR                         |  |
| Invitation Homes Inc.                        | 46187W107 | 05/15/2025     | To approve, in a non-binding advisory vote, the compensation paid to our named executive officers.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            8   |                0 | FOR         |                                      8   | FOR                         |  |
| Invitation Homes Inc.                        | 46187W107 | 05/15/2025     | To determine, in a non-binding advisory vote, the frequency of stockholder votes to approve executive compensation.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            8   |                0 | ONE YEAR    |                                      8   | FOR                         |  |
| Joby Aviation, Inc.                          | G65163100 | 06/06/2025     | Approval, in a non-binding advisory vote, of the compensation of Joby's named executive officers.                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         1000   |                0 | FOR         |                                   1000   | FOR                         |  |
| Johnson  Johnson                             | 478160104 | 04/24/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         2651   |                0 | FOR         |                                   2651   | FOR                         |  |
| Johnson  Johnson                             | 478160104 | 04/24/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         4060   |                0 | FOR         |                                   4060   | FOR                         |  |
| JPMorgan Chase  Co.                          | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        34069   |                0 | FOR         |                                  34069   | FOR                         |  |
| JPMorgan Chase  Co.                          | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        95613   |                0 | FOR         |                                  95613   | FOR                         |  |
| Juniper Networks, Inc.                       | 48203R104 | 05/28/2025     | Approval of a non-binding advisory resolution on executive compensation.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           10   |                0 | FOR         |                                     10   | FOR                         |  |
| 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 |         5970   |                0 | FOR         |                                   5970   | FOR                         |  |
| 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 |            6   |                0 | FOR         |                                      6   | FOR                         |  |
| KeyCorp                                      | 493267108 | 05/15/2025     | Advisory approval of executive compensation.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           20   |                0 | AGAINST     |                                     20   | AGAINST                     |  |
| Keysight Technologies, Inc.                  | 49338L103 | 03/20/2025     | Approve, on a non-binding advisory basis, the compensation of Keysight's Named Executive Officers                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        63533   |                0 | FOR         |                                  63533   | FOR                         |  |
| Keysight Technologies, Inc.                  | 49338L103 | 03/20/2025     | Approve, on a non-binding advisory basis, the compensation of Keysight's Named Executive Officers                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |       161053   |                0 | FOR         |                                 161053   | FOR                         |  |
| Klaviyo, Inc.                                | 49845K101 | 06/10/2025     | To approve, on a non-binding advisory basis, the compensation of Klaviyo's named executive officers.                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |       268658   |                0 | FOR         |                                 268658   | FOR                         |  |
| Klaviyo, Inc.                                | 49845K101 | 06/10/2025     | To approve, on a non-binding advisory basis, the frequency of future stockholder advisory votes on the compensation of Klaviyo's named executive officers.                                                                    | SECTION 14A SAY-ON-PAY VOTES |       268658   |                0 | ONE YEAR    |                                 268658   | FOR                         |  |
| L3Harris Technologies, Inc.                  | 502431109 | 04/18/2025     | Approval, in an Advisory Vote, of the Compensation of Named Executive Officers as Disclosed in the Proxy Statement.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        33929   |                0 | AGAINST     |                                  33929   | AGAINST                     |  |
| L3Harris Technologies, Inc.                  | 502431109 | 04/18/2025     | Approval, in an Advisory Vote, of the Compensation of Named Executive Officers as Disclosed in the Proxy Statement.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        84482   |                0 | AGAINST     |                                  84482   | AGAINST                     |  |
| Life Time Group Holdings, Inc.               | 53190C102 | 04/25/2025     | To approve, by a non-binding vote, the named executive officer compensation as disclosed in the proxy statement.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |       573255   |                0 | FOR         |                                 573255   | FOR                         |  |
| Lincoln Electric Holdings, Inc.              | 533900106 | 04/24/2025     | To approve, on an advisory basis, the compensation of our named executive officers (NEOs).                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         1800   |                0 | FOR         |                                   1800   | FOR                         |  |
| 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 |         3729   |                0 | FOR         |                                   3729   | FOR                         |  |
| 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 |         4460   |                0 | FOR         |                                   4460   | FOR                         |  |
| Lithia Motors, Inc.                          | 536797103 | 04/24/2025     | To approve, by an advisory vote, named executive officer compensation.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        41692   |                0 | FOR         |                                  41692   | FOR                         |  |
| 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 |            5   |                0 | FOR         |                                      5   | FOR                         |  |
| Lyft, Inc.                                   | 55087P104 | 06/05/2025     | The approval of, on an advisory basis, the compensation of our named executive officers.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         6099   |                0 | FOR         |                                   6099   | FOR                         |  |
| MACOM Technology Solutions Holdings, Inc.    | 55405Y100 | 03/06/2025     | Advisory vote on the frequency of future advisory votes to approve the compensation of our named executive officers.                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        70030   |                0 | ONE YEAR    |                                  70030   | FOR                         |  |
| MACOM Technology Solutions Holdings, Inc.    | 55405Y100 | 03/06/2025     | Advisory vote to approve the compensation paid to the Company's named executive officers.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        70030   |                0 | FOR         |                                  70030   | FOR                         |  |
| Magnolia Oil  Gas Corporation                | 559663109 | 05/07/2025     | Advisory, non-binding resolution regarding the frequency of future say-on-pay votes ("say-on-frequency")                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |       641637   |                0 | ONE YEAR    |                                 641637   | FOR                         |  |
| Magnolia Oil  Gas Corporation                | 559663109 | 05/07/2025     | Approval of the advisory, non-binding resolution regarding the compensation of our named executive officers for 2024 ("say-on-pay vote")                                                                                      | SECTION 14A SAY-ON-PAY VOTES |       641637   |                0 | FOR         |                                 641637   | FOR                         |  |
| McDonald's Corporation                       | 580135101 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            5   |                0 | FOR         |                                      5   | FOR                         |  |
| 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 |          428   |                0 | FOR         |                                    428   | FOR                         |  |
| 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 |         3790   |                0 | FOR         |                                   3790   | FOR                         |  |
| 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 |        25264   |                0 | AGAINST     |                                  25264   | 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 |        25264   |                0 | ONE YEAR    |                                  25264   | AGAINST                     |  |
| MetLife, Inc.                                | 59156R108 | 06/17/2025     | Advisory (non-binding) vote to approve the compensation paid to MetLife, Inc.'s Named Executive Officers                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            1   |                0 | FOR         |                                      1   | FOR                         |  |
| Mettler-Toledo International Inc.            | 592688105 | 05/01/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           50   |                0 | FOR         |                                     50   | FOR                         |  |
| Micron Technology, Inc.                      | 595112103 | 01/16/2025     | PROPOSAL BY THE COMPANY TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS AS DESCRIBED IN THE PROXY STATEMENT.                                                                    | SECTION 14A SAY-ON-PAY VOTES |        69398   |                0 | FOR         |                                  69398   | FOR                         |  |
| Micron Technology, Inc.                      | 595112103 | 01/16/2025     | PROPOSAL BY THE COMPANY TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS AS DESCRIBED IN THE PROXY STATEMENT.                                                                    | SECTION 14A SAY-ON-PAY VOTES |       181891   |                0 | FOR         |                                 181891   | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote")                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        54064   |                0 | FOR         |                                  54064   | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote")                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |       138442   |                0 | FOR         |                                 138442   | FOR                         |  |
| Mid-America Apartment Communities, Inc.      | 59522J103 | 05/20/2025     | Advisory (non-binding) vote to approve the compensation of our named executive officers as disclosed in the proxy statement.                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          900   |                0 | FOR         |                                    900   | FOR                         |  |
| Modine Manufacturing Company                 | 607828100 | 08/15/2024     | Advisory approval of the Company's named executive officer compensation.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        91560   |                0 | FOR         |                                  91560   | FOR                         |  |
| 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 |          587   |                0 | FOR         |                                    587   | FOR                         |  |
| 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 |            1   |                0 | FOR         |                                      1   | FOR                         |  |
| NextEra Energy, Inc.                         | 65339F101 | 05/22/2025     | Approval, by non-binding advisory vote, of NextEra Energy's compensation of its named executive officers as disclosed in the proxy statement.                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           21   |                0 | FOR         |                                     21   | FOR                         |  |
| NIKE, Inc.                                   | 654106103 | 09/10/2024     | To approve executive compensation by an advisory vote.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          400   |                0 | FOR         |                                    400   | FOR                         |  |
| Norfolk Southern Corporation                 | 655844108 | 05/08/2025     | Approval of the advisory resolution on executive compensation, as disclosed in the proxy statement for the 2025 Annual Meeting of Shareholders.                                                                               | SECTION 14A SAY-ON-PAY VOTES |         5904   |                0 | FOR         |                                   5904   | FOR                         |  |
| Norfolk Southern Corporation                 | 655844108 | 05/08/2025     | Approval of the advisory resolution on executive compensation, as disclosed in the proxy statement for the 2025 Annual Meeting of Shareholders.                                                                               | SECTION 14A SAY-ON-PAY VOTES |         1935   |                0 | FOR         |                                   1935   | FOR                         |  |
| NVIDIA Corporation                           | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        29501   |                0 | FOR         |                                  29501   | FOR                         |  |
| NVIDIA Corporation                           | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        90337   |                0 | FOR         |                                  90337   | FOR                         |  |
| Old Dominion Freight Line, Inc.              | 679580100 | 05/21/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        28823   |                0 | FOR         |                                  28823   | FOR                         |  |
| Old Dominion Freight Line, Inc.              | 679580100 | 05/21/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        77229   |                0 | FOR         |                                  77229   | FOR                         |  |
| ON Semiconductor Corporation                 | 682189105 | 05/15/2025     | Advisory vote to approve the compensation of our named executive officers (Say-on-Pay).                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            6   |                0 | FOR         |                                      6   | FOR                         |  |
| ONEOK, Inc.                                  | 682680103 | 05/21/2025     | An advisory vote to approve ONEOK, Inc.'s executive compensation.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           10   |                0 | FOR         |                                     10   | FOR                         |  |
| Oracle Corporation                           | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named Executive Officers                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         1845   |                0 | AGAINST     |                                   1845   | AGAINST                     |  |
| Otis Worldwide Corporation                   | 68902V107 | 05/15/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          250   |                0 | AGAINST     |                                    250   | AGAINST                     |  |
| PayPal Holdings, Inc.                        | 70450Y103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            6   |                0 | FOR         |                                      6   | FOR                         |  |
| PepsiCo, Inc.                                | 713448108 | 05/07/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          230   |                0 | FOR         |                                    230   | FOR                         |  |
| Phillips 66                                  | 718546104 | 05/21/2025     | Advisory Approval of Executive Compensation                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            2   |                0 | FOR         |                                      2   | FOR                         |  |
| Phillips 66                                  | 718546104 | 05/21/2025     | Advisory Approval of Frequency of Future Advisory Approvals of Executive Compensation                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            2   |                0 | ONE YEAR    |                                      2   | FOR                         |  |
| 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 |            8   |                0 | FOR         |                                      8   | 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 |            8   |                0 | ONE YEAR    |                                      8   | NONE                        |  |
| 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 |           41   |                0 | FOR         |                                     41   | FOR                         |  |
| PROCEPT BioRobotics Corporation              | 74276L105 | 06/10/2025     | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers.                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |       175475   |                0 | FOR         |                                 175475   | FOR                         |  |
| Prologis, Inc.                               | 74340W103 | 05/08/2025     | Advisory Vote to Approve the Company's Executive Compensation for 2024.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         1020   |                0 | FOR         |                                   1020   | FOR                         |  |
| Rambus Inc.                                  | 750917106 | 04/24/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |       277965   |                0 | FOR         |                                 277965   | FOR                         |  |
| Realty Income Corporation                    | 756109104 | 05/13/2025     | A non-binding advisory proposal to approve the compensation of our named executive officers as described in the Proxy Statement.                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         2000   |                0 | FOR         |                                   2000   | FOR                         |  |
| Remitly Global, Inc.                         | 75960P104 | 06/11/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |       366875   |                0 | FOR         |                                 366875   | FOR                         |  |
| Repligen Corporation                         | 759916109 | 05/15/2025     | Advisory vote to approve the compensation paid to Repligen Corporation's named executive officers.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        72765   |                0 | FOR         |                                  72765   | FOR                         |  |
| Rivian Automotive, Inc.                      | 76954A103 | 06/18/2025     | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers in 2024.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         1175   |                0 | FOR         |                                   1175   | FOR                         |  |
| Ross Stores, Inc.                            | 778296103 | 05/21/2025     | Advisory vote to approve the resolution on the compensation of the named executive officers.                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        67290   |                0 | FOR         |                                  67290   | FOR                         |  |
| Ross Stores, Inc.                            | 778296103 | 05/21/2025     | Advisory vote to approve the resolution on the compensation of the named executive officers.                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |       163515   |                0 | FOR         |                                 163515   | FOR                         |  |
| RTX Corporation                              | 75513E101 | 05/01/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         1133   |                0 | FOR         |                                   1133   | FOR                         |  |
| RxSight, Inc.                                | 78349D107 | 06/03/2025     | To approve, on an advisory basis, the compensation of the named executive officers identified in the 2024 Summary Compensation Table in the "Executive Compensation" section of the proxy statement.                          | SECTION 14A SAY-ON-PAY VOTES |        38645   |                0 | FOR         |                                  38645   | FOR                         |  |
| S Global Inc.                                | 78409V104 | 05/07/2025     | Approve, on an advisory basis, the executive compensation program for the Company's named executive officers, as described in the Proxy Statement;                                                                            | SECTION 14A SAY-ON-PAY VOTES |          335   |                0 | AGAINST     |                                    335   | 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 |           71   |                0 | FOR         |                                     71   | FOR                         |  |
| SentinelOne, Inc.                            | 81730H109 | 06/25/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       269874   |                0 | AGAINST     |                                 269874   | AGAINST                     |  |
| ServiceNow, Inc.                             | 81762P102 | 05/22/2025     | Advisory vote to approve ServiceNow's named executive officer compensation.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          164   |                0 | FOR         |                                    164   | FOR                         |  |
| SpringWorks Therapeutics, Inc.               | 85205L107 | 05/14/2025     | Non-binding advisory vote on executive compensation                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        22280   |                0 | FOR         |                                  22280   | FOR                         |  |
| Starbucks Corporation                        | 855244109 | 03/12/2025     | Approve, on an advisory, nonbinding basis, the compensation of our named executive officers                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          920   |                0 | FOR         |                                    920   | FOR                         |  |
| Summit Therapeutics Inc.                     | 86627T108 | 06/12/2025     | Approval, by a non-binding advisory vote, of the compensation of our named executive officers.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         5000   |                0 | AGAINST     |                                   5000   | AGAINST                     |  |
| Synchrony Financial                          | 87165B103 | 06/17/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            4   |                0 | FOR         |                                      4   | FOR                         |  |
| The Allstate Corporation                     | 020002101 | 05/29/2025     | Advisory vote to approve the compensation of the named executives.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            5   |                0 | FOR         |                                      5   | FOR                         |  |
| The Boeing Company                           | 097023105 | 04/24/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        28670   |                0 | FOR         |                                  28670   | FOR                         |  |
| The Boeing Company                           | 097023105 | 04/24/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        73669   |                0 | FOR         |                                  73669   | FOR                         |  |
| The Coca-Cola Company                        | 191216100 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           84   |                0 | FOR         |                                     84   | FOR                         |  |
| The Home Depot, Inc.                         | 437076102 | 05/22/2025     | Advisory Vote to Approve Executive Compensation ("Say-on-Pay")                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         1838   |                0 | FOR         |                                   1838   | FOR                         |  |
| The Home Depot, Inc.                         | 437076102 | 05/22/2025     | Advisory Vote to Approve Executive Compensation ("Say-on-Pay")                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          207   |                0 | FOR         |                                    207   | FOR                         |  |
| 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 |         5236   |                0 | FOR         |                                   5236   | FOR                         |  |
| 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 |        12208   |                0 | FOR         |                                  12208   | FOR                         |  |
| The Progressive Corporation                  | 743315103 | 05/09/2025     | Cast an advisory vote to approve our executive compensation program;                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        37106   |                0 | FOR         |                                  37106   | FOR                         |  |
| The Progressive Corporation                  | 743315103 | 05/09/2025     | Cast an advisory vote to approve our executive compensation program;                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        85898   |                0 | FOR         |                                  85898   | FOR                         |  |
| The Travelers Companies, Inc.                | 89417E109 | 05/21/2025     | Non-binding vote to approve executive compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            4   |                0 | FOR         |                                      4   | FOR                         |  |
| The Walt Disney Company                      | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         2965   |                0 | FOR         |                                   2965   | FOR                         |  |
| Thermo Fisher Scientific Inc.                | 883556102 | 05/21/2025     | An advisory vote to approve named executive officer compensation.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        19632   |                0 | AGAINST     |                                  19632   | AGAINST                     |  |
| Thermo Fisher Scientific Inc.                | 883556102 | 05/21/2025     | An advisory vote to approve named executive officer compensation.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        52631   |                0 | AGAINST     |                                  52631   | AGAINST                     |  |
| Trimble Inc.                                 | 896239100 | 06/17/2025     | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            2   |                0 | FOR         |                                      2   | FOR                         |  |
| 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 |         1309   |                0 | FOR         |                                   1309   | FOR                         |  |
| Uber Technologies, Inc.                      | 90353T100 | 05/05/2025     | Advisory vote to approve 2024 named executive officer compensation.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          438   |                0 | FOR         |                                    438   | FOR                         |  |
| 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 |          764   |                0 | FOR         |                                    764   | FOR                         |  |
| UnitedHealth Group Incorporated              | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        21434   |                0 | AGAINST     |                                  21434   | AGAINST                     |  |
| UnitedHealth Group Incorporated              | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        58679   |                0 | AGAINST     |                                  58679   | AGAINST                     |  |
| Ventas, Inc.                                 | 92276F100 | 05/13/2025     | Approval, on an advisory basis, of the compensation of named executive officers of Ventas, Inc.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            4   |                0 | FOR         |                                      4   | FOR                         |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        38814   |                0 | FOR         |                                  38814   | FOR                         |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        91975   |                0 | FOR         |                                  91975   | FOR                         |  |
| Vital Farms, Inc.                            | 92847W103 | 06/11/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement.                                                                                             | SECTION 14A SAY-ON-PAY VOTES |       379340   |                0 | FOR         |                                 379340   | FOR                         |  |
| Vital Farms, Inc.                            | 92847W103 | 06/11/2025     | To indicate, on an advisory basis, the preferred frequency of solicitation of advisory stockholder approval of the compensation of the Company's named executive officers.                                                    | SECTION 14A SAY-ON-PAY VOTES |       379340   |                0 | ONE YEAR    |                                 379340   | FOR                         |  |
| W. R. Berkley Corporation                    | 084423102 | 06/11/2025     | Non-binding advisory vote on a resolution approving the compensation of the Company's named executive officers pursuant to the compensation disclosure rules of the Securities and Exchange Commission, or "say-on-pay" vote. | SECTION 14A SAY-ON-PAY VOTES |         5290   |                0 | FOR         |                                   5290   | FOR                         |  |
| Walmart Inc.                                 | 931142103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          254   |                0 | FOR         |                                    254   | FOR                         |  |
| Waste Connections, Inc.                      | 94106B101 | 05/16/2025     | Say-on-Pay - 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 |        53741   |                0 | FOR         |                                  53741   | FOR                         |  |
| Waste Connections, Inc.                      | 94106B101 | 05/16/2025     | Say-on-Pay - 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 |       141818   |                0 | FOR         |                                 141818   | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Advisory vote to approve executive compensation (Say on Pay).                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         2753   |                0 | FOR         |                                   2753   | FOR                         |  |
| Workday, Inc.                                | 98138H101 | 06/04/2025     | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         6000   |                0 | AGAINST     |                                   6000   | AGAINST                     |  |
| Yum! Brands, Inc.                            | 988498101 | 05/15/2025     | Advisory Vote on Executive Compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            2   |                0 | FOR         |                                      2   | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** OSTERWEIS CAPITAL MANAGEMENT INC

**By (Signature):** John Tavernetti

**By (Printed Signature):** John Tavernetti

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

**Date:** 08/29/2025