# EDGAR Filing Document

**Accession Number:** 0001705399
**File Stem:** 0001172661-25-003882
**Filing Date:** 2025-8
**Character Count:** 44404
**Document Hash:** 30b37fd563dfabf5ac7928c35f8505f6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-003882.hdr.sgml**: 20250828

**ACCESSION NUMBER**: 0001172661-25-003882

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250828

**EFFECTIVENESS DATE**: 20250828

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Stamos Capital Partners, L.P.
- **CENTRAL INDEX KEY:** 0001705399

**ORGANIZATION NAME:**
- **EIN:** 450479495
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19230
- **FILM NUMBER:** 251268794

**BUSINESS ADDRESS:**
- **STREET 1:** 2498 SAND HILL ROAD
- **CITY:** MENLO PARK
- **STATE:** CA
- **ZIP:** 94025
- **BUSINESS PHONE:** 6502335000

**MAIL ADDRESS:**
- **STREET 1:** 2498 SAND HILL ROAD
- **CITY:** MENLO PARK
- **STATE:** CA
- **ZIP:** 94025

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

## N-PX: Filer Information

**Filer CIK:** 0001705399

**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:** Stamos Capital Partners, L.P.

**Address:** 2498 SAND HILL ROAD, MENLO PARK, CA 94025

**Telephone number:** 650-233-5023

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-19230

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

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

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

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

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                              | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                              | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Cisco Systems, Inc.                         | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         116350 |                0 | FOR         |                                   116350 | 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 |           7970 |                0 | FOR         |                                     7970 | FOR                         |  |
| Palo Alto Networks, Inc.                    | 697435105 | 12/10/2024     | To approve, on an advisory basis, the frequency of holding future advisory votes on named executive officer compensation.                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           2660 |                0 | ONE YEAR    |                                     2660 | FOR                         |  |
| Palo Alto Networks, Inc.                    | 697435105 | 12/10/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           2660 |                0 | AGAINST     |                                     2660 | AGAINST                     |  |
| D.R. Horton, Inc.                           | 23331A109 | 01/16/2025     | Approval of the advisory resolution on executive compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           4280 |                0 | FOR         |                                     4280 | 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 |          28750 |                0 | FOR         |                                    28750 | 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 |          11280 |                0 | FOR         |                                    11280 | FOR                         |  |
| Apple Inc.                                  | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           5960 |                0 | FOR         |                                     5960 | FOR                         |  |
| Deere  Company                              | 244199105 | 02/26/2025     | Advisory vote to approve executive compensation ("say-on-pay")                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           3770 |                0 | FOR         |                                     3770 | FOR                         |  |
| Toll Brothers, Inc.                         | 889478103 | 03/11/2025     | The approval, in an advisory and non-binding votes of the compensation of the Company's named executive officers.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          12000 |                0 | FOR         |                                    12000 | FOR                         |  |
| The Walt Disney Company                     | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          46980 |                0 | FOR         |                                    46980 | FOR                         |  |
| Schlumberger N.V.                           | 806857108 | 04/02/2025     | Advisory approval of our executive compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          84880 |                0 | FOR         |                                    84880 | FOR                         |  |
| Lennar Corporation                          | 526057104 | 04/09/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          12990 |                0 | FOR         |                                    12990 | FOR                         |  |
| HP Inc.                                     | 40434L105 | 04/14/2025     | To approve, on an advisory basis, HP Inc.'s named executive officer compensation                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          36170 |                0 | FOR         |                                    36170 | FOR                         |  |
| Moody's Corporation                         | 615369105 | 04/15/2025     | Advisory resolution approving executive compensation.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           1500 |                0 | FOR         |                                     1500 | FOR                         |  |
| EQT Corporation                             | 26884L109 | 04/16/2025     | Approval of a non-binding resolution to approve the 2024 compensation of the EQT Corporation's named executive officers (say-on-pay)                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          19700 |                0 | FOR         |                                    19700 | FOR                         |  |
| Broadcom Inc.                               | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          14390 |                0 | FOR         |                                    14390 | FOR                         |  |
| Adobe Inc.                                  | 00724F101 | 04/22/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           4940 |                0 | FOR         |                                     4940 | FOR                         |  |
| Bank of America Corporation                 | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         109380 |                0 | AGAINST     |                                   109380 | AGAINST                     |  |
| Eaton Corporation plc                       | G29183103 | 04/23/2025     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           3440 |                0 | FOR         |                                     3440 | FOR                         |  |
| AXA SA                                      | 054536107 | 04/24/2025     | Approve Compensation of Antoine Gosset-Grainville, Chairman of the Board                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          65411 |                0 | FOR         |                                    65411 | FOR                         |  |
| AXA SA                                      | 054536107 | 04/24/2025     | Approve Compensation of Thomas Buberl, CEO                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          65411 |                0 | FOR         |                                    65411 | FOR                         |  |
| IQVIA Holdings Inc.                         | 46266C105 | 04/24/2025     | Approve an advisory (non-binding) resolution to approve IQVIA'S executive compensation (say-on-pay).                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           6400 |                0 | FOR         |                                     6400 | FOR                         |  |
| Johnson  Johnson                            | 478160104 | 04/24/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          58770 |                0 | FOR         |                                    58770 | FOR                         |  |
| Pfizer Inc.                                 | 717081103 | 04/24/2025     | 2025 advisory approval of executive compensation                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         426590 |                0 | AGAINST     |                                   426590 | AGAINST                     |  |
| The Boeing Company                          | 097023105 | 04/24/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          26950 |                0 | FOR         |                                    26950 | FOR                         |  |
| American Electric Power Company, Inc.       | 025537101 | 04/29/2025     | Advisory vote to approve AEP's named executive officer compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          24470 |                0 | FOR         |                                    24470 | FOR                         |  |
| Constellation Energy Corporation            | 21037T109 | 04/29/2025     | To consider and act on an advisory vote regarding the approval of compensation paid to named executive officers                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           9816 |                0 | FOR         |                                     9816 | FOR                         |  |
| International Business Machines Corporation | 459200101 | 04/29/2025     | Advisory Vote on Executive Compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           4800 |                0 | FOR         |                                     4800 | FOR                         |  |
| The Coca-Cola Company                       | 191216100 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          43060 |                0 | FOR         |                                    43060 | FOR                         |  |
| Vistra Corp.                                | 92840M102 | 04/30/2025     | To approve, on a non-binding advisory basis, the 2024 compensation of the Company's named executive officers;                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          17305 |                0 | FOR         |                                    17305 | FOR                         |  |
| Duke Energy Corporation                     | 26441C204 | 05/01/2025     | Advisory vote to approve Duke Energy's named executive officer compensation                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          22260 |                0 | FOR         |                                    22260 | FOR                         |  |
| Intuitive Surgical, Inc.                    | 46120E602 | 05/01/2025     | To approve, by advisory vote, the compensation of the Company's Named Executive Officers.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            420 |                0 | FOR         |                                      420 | FOR                         |  |
| BWX Technologies, Inc.                      | 05605H100 | 05/02/2025     | Advisory vote on compensation of our Named Executive Officers.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           4874 |                0 | FOR         |                                     4874 | FOR                         |  |
| Occidental Petroleum Corporation            | 674599105 | 05/02/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          23820 |                0 | FOR         |                                    23820 | 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 |           2580 |                0 | FOR         |                                     2580 | FOR                         |  |
| Uber Technologies, Inc.                     | 90353T100 | 05/05/2025     | Advisory vote to approve 2024 named executive officer compensation.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          35164 |                0 | FOR         |                                    35164 | FOR                         |  |
| GE Aerospace                                | 369604301 | 05/06/2025     | Advisory Approval of Our Named Executives' Compensation                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           6623 |                0 | AGAINST     |                                     6623 | AGAINST                     |  |
| Dominion Energy, Inc.                       | 25746U109 | 05/07/2025     | Advisory Vote on Approval of Executive Compensation (Say on Pay)                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          49610 |                0 | FOR         |                                    49610 | FOR                         |  |
| Gilead Sciences, Inc.                       | 375558103 | 05/07/2025     | To approve, on an advisory basis, the compensation of our Named Executive Officers as presented in the Proxy Statement.                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           8772 |                0 | FOR         |                                     8772 | 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 |           1521 |                0 | AGAINST     |                                     1521 | AGAINST                     |  |
| Archer-Daniels-Midland Company              | 039483102 | 05/08/2025     | Advisory Vote on Executive Compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          10665 |                0 | FOR         |                                    10665 | FOR                         |  |
| CME Group Inc.                              | 12572Q105 | 05/08/2025     | Advisory vote on the compensation of our named executive officers.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          16301 |                0 | FOR         |                                    16301 | FOR                         |  |
| Ford Motor Company                          | 345370860 | 05/08/2025     | An Advisory Vote to Approve the Compensation of the Named Executives.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         611604 |                0 | FOR         |                                   611604 | FOR                         |  |
| Nucor Corporation                           | 670346105 | 05/08/2025     | Approval, on an advisory basis, of Nucor's named executive officer compensation in 2024                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           4747 |                0 | FOR         |                                     4747 | 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 |          11551 |                0 | FOR         |                                    11551 | FOR                         |  |
| 3M Company                                  | 88579Y101 | 05/13/2025     | Advisory approval of executive compensation.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           9129 |                0 | FOR         |                                     9129 | FOR                         |  |
| 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 |          14369 |                0 | FOR         |                                    14369 | FOR                         |  |
| ConocoPhillips                              | 20825C104 | 05/13/2025     | Advisory Approval of Executive Compensation.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          10962 |                0 | FOR         |                                    10962 | 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 |          36318 |                0 | FOR         |                                    36318 | FOR                         |  |
| Enphase Energy, Inc.                        | 29355A107 | 05/14/2025     | To approve, on advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement.                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           7869 |                0 | FOR         |                                     7869 | FOR                         |  |
| First Solar, Inc.                           | 336433107 | 05/14/2025     | Advisory vote to approve the compensation of our named executive officers                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           9596 |                0 | FOR         |                                     9596 | FOR                         |  |
| GE Vernova, Inc.                            | 36828A101 | 05/14/2025     | Approve the compensation of our named executives officers in an advisory vote                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           3674 |                0 | FOR         |                                     3674 | FOR                         |  |
| GE Vernova, Inc.                            | 36828A101 | 05/14/2025     | Approve the frequency of future advisory votes on named executive officers compensation in an advisory vote                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           3674 |                0 | ONE YEAR    |                                     3674 | FOR                         |  |
| Simon Property Group, Inc.                  | 828806109 | 05/14/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          10934 |                0 | AGAINST     |                                    10934 | AGAINST                     |  |
| AT Inc.                                     | 00206R102 | 05/15/2025     | Advisory Approval of Executive Compensation                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         201980 |                0 | FOR         |                                   201980 | FOR                         |  |
| BlackRock, Inc.                             | 09290D101 | 05/15/2025     | Approval, in a non-binding advisory vote, of the compensation for named executive officers.                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           4733 |                0 | AGAINST     |                                     4733 | AGAINST                     |  |
| Cheniere Energy, Inc.                       | 16411R208 | 05/15/2025     | Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2024.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           5541 |                0 | FOR         |                                     5541 | FOR                         |  |
| Chubb Limited                               | H1467J104 | 05/15/2025     | Advisory vote to approve executive compensation under U.S. securities law requirements                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           2528 |                0 | FOR         |                                     2528 | FOR                         |  |
| CVS Health Corporation                      | 126650100 | 05/15/2025     | Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive Compensation.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          61695 |                0 | AGAINST     |                                    61695 | AGAINST                     |  |
| Kinder Morgan, Inc.                         | 49456B101 | 05/15/2025     | Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          84153 |                0 | FOR         |                                    84153 | 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 |           4323 |                0 | FOR         |                                     4323 | FOR                         |  |
| BXP, Inc.                                   | 101121101 | 05/20/2025     | To approve, by non-binding, advisory resolution, the Company's named executive officer compensation.                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          14565 |                0 | FOR         |                                    14565 | FOR                         |  |
| JPMorgan Chase  Co.                         | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          22732 |                0 | FOR         |                                    22732 | FOR                         |  |
| Amazon.com, Inc.                            | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          22477 |                0 | AGAINST     |                                    22477 | AGAINST                     |  |
| 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 |           9024 |                0 | FOR         |                                     9024 | FOR                         |  |
| Mondelez International, Inc.                | 609207105 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          35305 |                0 | FOR         |                                    35305 | FOR                         |  |
| The Southern Company                        | 842587107 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          24985 |                0 | FOR         |                                    24985 | FOR                         |  |
| Thermo Fisher Scientific Inc.               | 883556102 | 05/21/2025     | An advisory vote to approve named executive officer compensation.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           3079 |                0 | AGAINST     |                                     3079 | AGAINST                     |  |
| 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 |         103623 |                0 | FOR         |                                   103623 | FOR                         |  |
| The Home Depot, Inc.                        | 437076102 | 05/22/2025     | Advisory Vote to Approve Executive Compensation ("Say-on-Pay")                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           2875 |                0 | FOR         |                                     2875 | FOR                         |  |
| Verizon Communications Inc.                 | 92343V104 | 05/22/2025     | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         126497 |                0 | FOR         |                                   126497 | FOR                         |  |
| Amgen Inc.                                  | 031162100 | 05/23/2025     | Advisory vote to approve our executive compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           4461 |                0 | FOR         |                                     4461 | 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 |         124596 |                0 | FOR         |                                   124596 | FOR                         |  |
| Chevron Corporation                         | 166764100 | 05/28/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          58962 |                0 | FOR         |                                    58962 | FOR                         |  |
| Exxon Mobil Corporation                     | 30231G102 | 05/28/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          78382 |                0 | FOR         |                                    78382 | FOR                         |  |
| The Carlyle Group Inc.                      | 14316J108 | 05/29/2025     | Non-Binding Vote to Approve Named Executive Officer Compensation ("Say-on-Pay")                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          16222 |                0 | AGAINST     |                                    16222 | AGAINST                     |  |
| UnitedHealth Group Incorporated             | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          13547 |                0 | AGAINST     |                                    13547 | AGAINST                     |  |
| General Motors Company                      | 37045V100 | 06/03/2025     | Advisory Approval of Named Executive Officer Compensation                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          36609 |                0 | FOR         |                                    36609 | FOR                         |  |
| Netflix, Inc.                               | 64110L106 | 06/05/2025     | Advisory approval of named executive officer compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           1978 |                0 | FOR         |                                     1978 | FOR                         |  |
| 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 |          10654 |                0 | FOR         |                                    10654 | FOR                         |  |
| Walmart Inc.                                | 931142103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           8029 |                0 | FOR         |                                     8029 | FOR                         |  |
| Ares Management Corporation                 | 03990B101 | 06/06/2025     | Approval, on a non-binding, advisory basis, of the compensation paid to our named executive officers for our 2024 fiscal year.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           5511 |                0 | AGAINST     |                                     5511 | AGAINST                     |  |
| Ares Management Corporation                 | 03990B101 | 06/06/2025     | To recommend, on a non-binding, advisory basis, the frequency of future advisory votes to approve, on a non-binding, advisory basis, the compensation paid to our named executive officers.                                   | SECTION 14A SAY-ON-PAY VOTES |           5511 |                0 | ONE YEAR    |                                     5511 | AGAINST                     |  |
| Caterpillar, Inc.                           | 149123101 | 06/11/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           9618 |                0 | FOR         |                                     9618 | FOR                         |  |
| Freeport-McMoRan Inc.                       | 35671D857 | 06/11/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          21002 |                0 | FOR         |                                    21002 | FOR                         |  |
| Mastercard Incorporated                     | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           3356 |                0 | FOR         |                                     3356 | FOR                         |  |
| NVIDIA Corporation                          | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          33615 |                0 | FOR         |                                    33615 | FOR                         |  |
| Dell Technologies Inc.                      | 24703L202 | 06/26/2025     | Approval, on an advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          41976 |                0 | FOR         |                                    41976 | FOR                         |  |
| The Kroger Co.                              | 501044101 | 06/26/2025     | Approval, on an advisory basis, of Kroger's executive compensation.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          11650 |                0 | FOR         |                                    11650 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Stamos Capital Partners, L.P.

**By (Signature):** Neil Casey

**By (Printed Signature):** Neil Casey

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

**Date:** 08/28/2025