# EDGAR Filing Document

**Accession Number:** 0001934721
**File Stem:** 0001951757-25-000988
**Filing Date:** 2025-7
**Character Count:** 96003
**Document Hash:** 593b307497518d2872ad0668da3c8afc
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-000988.hdr.sgml**: 20250729

**ACCESSION NUMBER**: 0001951757-25-000988

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250729

**EFFECTIVENESS DATE**: 20250729

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** STAGE HARBOR FINANCIAL, LLC
- **CENTRAL INDEX KEY:** 0001934721

**ORGANIZATION NAME:**
- **EIN:** 824452475
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23750
- **FILM NUMBER:** 251157949

**BUSINESS ADDRESS:**
- **STREET 1:** 100 LOWDER BROOK DRIVE
- **STREET 2:** SUITE 2500
- **CITY:** WESTWOOD
- **STATE:** MA
- **ZIP:** 02090
- **BUSINESS PHONE:** (781) 934-3130

**MAIL ADDRESS:**
- **STREET 1:** 100 LOWDER BROOK DRIVE
- **STREET 2:** SUITE 2500
- **CITY:** WESTWOOD
- **STATE:** MA
- **ZIP:** 02090

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

## N-PX: Filer Information

**Filer CIK:** 0001934721

**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:** STAGE HARBOR FINANCIAL, LLC

**Address:** 100 LOWDER BROOK DRIVE, WESTWOOD, MA 02090

**Telephone number:** (781) 934-3130

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-23750

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Autodesk, Inc.                            | 052769  | 07/16/2024     | Approve, on and advisory (non-binding) basis, the compensation of Autodesk, Inc.'s named executive officers                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            118 |                0 | FOR         |                                      118 | FOR                         |  |
| Kyndryl Holdings Inc                      | 50155Q  | 07/25/2024     | Approval, in an advisory, non-binding vote, of the compensation of our names executive officers                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |             89 |                0 | FOR         |                                       89 | FOR                         |  |
| Linde PLC                                 | G54950  | 07/30/2024     | To authorize, on ad 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 |             51 |                0 | FOR         |                                       51 | FOR                         |  |
| Allegro Microsystems, Inc.                | 01749D  | 08/08/2024     | To approve, on an advisory basis, the Company's executive compensation                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            215 |                0 | FOR         |                                      215 | FOR                         |  |
| Modine Manufacturing                      | 607828  | 08/14/2024     | Advisory approval of the Company's named executive officer compensation                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            266 |                0 | FOR         |                                      266 | FOR                         |  |
| Microchip Technology Incorporated         | 595017  | 08/19/2024     | Proposale to approve, on an advisory (non-binding) basis, the compensation of our named executives                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            238 |                0 | FOR         |                                      238 | FOR                         |  |
| KLA Corporation                           | 482480  | 11/05/2024     | To approve on a non-binding, advisory basis our named executive officer compensation                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            400 |                0 | FOR         |                                      400 | FOR                         |  |
| Viatris Inc.                              | 92556V  | 12/06/2024     | Approval of, on a non-binding advisory basis, the 2023 compensation of the names executive officers of the Company                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            411 |                0 | FOR         |                                      411 | FOR                         |  |
| Palo Alto Networks, Inc.                  | 697435  | 12/10/2024     | To approve, on an advisory basis, the frequency of holding future advisory votes on names executed officer compensation                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            120 |                0 | 1 YEAR      |                                      120 | FOR                         |  |
| Palo Alto Networks, Inc.                  | 697435  | 12/10/2024     | To approve, on an advisory basis, the compensation of our named executive officers                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            120 |                0 | FOR         |                                      120 | FOR                         |  |
| Thor Industires, Inc.                     | 885160  | 12/20/2024     | Non-binding advisory vote to approve the compensation of our named executive officers (NEOs)                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| D.R. Horton, Inc.                         | 23331A  | 01/16/2025     | Approval of the advisory resolution on executive compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |             30 |                0 | FOR         |                                       30 | FOR                         |  |
| Micron                                    | 595112  | 01/16/2025     | Proposal by the company to approve, on a non-binding advisory basis, the compensastion of our named executive officers as described in the proxy statement                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |              6 |                0 | FOR         |                                        6 | FOR                         |  |
| Air Products and Chemicals, Inc.          | 9158    | 01/23/2025     | Advisory Vote Approving the Compensation of the Company's Executive Officers                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            148 |                0 | FOR         |                                      148 | FOR                         |  |
| Intuit Inc.                               | 461202  | 01/23/2025     | Advisory vote to approve Intuit's executive compensation (say-on-pay)                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            457 |                0 | FOR         |                                      457 | FOR                         |  |
| Becton, Dickinson and Company             | 75887   | 01/28/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            325 |                0 | FOR         |                                      325 | FOR                         |  |
| Visa Inc.                                 | 92826C  | 01/28/2025     | To approve, on an advisory basis, the compensation of our named executive officers                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           1351 |                0 | FOR         |                                     1351 | FOR                         |  |
| Rockwell Automation, Inc.                 | 773903  | 02/04/2025     | To approve, on an advisory basis, the compensation of the Corporation's named executive officers                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             43 |                0 | FOR         |                                       43 | FOR                         |  |
| Accenture                                 | G1151C  | 02/06/2025     | To approve, in a non-binding vote, the compensation of our named executive officers                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            598 |                0 | FOR         |                                      598 | FOR                         |  |
| Discover Financial Services               | 254709  | 02/18/2025     | Approval of, on an advisory (non-binding) basis, the merger related compensation payments that will or may be paid to named executive officers of Discover in connection with the transactions contemplated by the merger agreement.                            | SECTION 14A SAY-ON-PAY VOTES |            125 |                0 | FOR         |                                      125 | FOR                         |  |
| Apple                                     | 037833  | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           6123 |                0 | FOR         |                                     6123 | FOR                         |  |
| Deere  Company                            | 244199  | 02/26/2025     | Advisory vote to approve executive compensation ("say-on-pay")                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            252 |                0 | FOR         |                                      252 | FOR                         |  |
| Clearfield, Inc.                          | 18482P  | 02/27/2025     | Approve, on and non-binding advisor basis, the compensation paid to named executive officers                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            688 |                0 | FOR         |                                      688 | FOR                         |  |
| Applied Materials, Inc.                   | 38222   | 03/06/2025     | Approval, on an advisory basis, of the compensation of Applied Materials' named executive officers for fiscal year 2025                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            270 |                0 | FOR         |                                      270 | FOR                         |  |
| Starbucks                                 | 855244  | 03/12/2025     | Approve, on an advisory, nonbinding basis, the compensation of our named executive officers                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           3069 |                0 | FOR         |                                     3069 | FOR                         |  |
| Analog Devices, Inc.                      | 032654  | 03/12/2025     | Advisory vote to approve the compensation of our named executive officers                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           1845 |                0 | FOR         |                                     1845 | FOR                         |  |
| TE Connectivity PLC                       | G87052  | 03/12/2025     | An advisory vote to approve named executive officer compensation                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            232 |                0 | FOR         |                                      232 | FOR                         |  |
| Qualcomm                                  | 747525  | 03/18/2025     | Approval, on an advisory basis, of the compensation of our named executive officers                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           1100 |                0 | FOR         |                                     1100 | FOR                         |  |
| The Walt Disney Company                   | 254687  | 03/20/2025     | Consideration of an advisory vote to approve executive compensation                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            495 |                0 | FOR         |                                      495 | FOR                         |  |
| The Walt Disney Company                   | 254687  | 03/20/2025     | Consideration of an advisory vote to approve executive compensation                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             15 |                0 | FOR         |                                       15 | FOR                         |  |
| The Interpublic Group of Companies, Inc.  | 460690  | 03/18/2025     | IPG Compensation Proposal: Proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to IPG's named executive officers that is based on or otherwise relates to the merger                                 | SECTION 14A SAY-ON-PAY VOTES |            133 |                0 | FOR         |                                      133 | FOR                         |  |
| Carrier                                   | 14448C  | 04/09/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |             56 |                0 | FOR         |                                       56 | FOR                         |  |
| The Toronto-Dominion Bank                 | 891160  | 04/10/2025     | Approach to executive compensation disclosed in the report of Human Resources Committee and approach to executive compensation sections of the management proxy circular                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            750 |                0 | FOR         |                                      750 | FOR                         |  |
| HP Inc.                                   | 40434L  | 04/13/2025     | To approve, on an advisory basis, HP Inc.'s named executive officer compensation                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            138 |                0 | FOR         |                                      138 | FOR                         |  |
| Moody's Corporation                       | 615369  | 04/15/2025     | Advisory resolution approving Executive compensation                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             94 |                0 | FOR         |                                       94 | FOR                         |  |
| Fifth Third Bancorp                       | 316773  | 04/15/2025     | An advisory Vote on approval of the Company's compensation of its named executive officers                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            171 |                0 | FOR         |                                      171 | FOR                         |  |
| Texas Instruments Incorporated            | 882508  | 04/17/2025     | Board proposal regarding advisory approval of the Company's executive compensation                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           2060 |                0 | FOR         |                                     2060 | FOR                         |  |
| L3Harris Technologies, Inc.               | 502431  | 04/18/2025     | Approval, in an aAdvisory Vote, of the Compensation of Named Executive Officers as Disclosed in the Proxy Statement                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            167 |                0 | FOR         |                                      167 | FOR                         |  |
| Verona Pharma PLC                         | 925050  | 04/24/2025     | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            721 |                0 | FOR         |                                      721 | FOR                         |  |
| Broadcom Inc                              | 11135F  | 04/21/2025     | Advisory vote to approve the named executive officer compensation                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           1506 |                0 | FOR         |                                     1506 | FOR                         |  |
| Adobe Inc.                                | 00724F  | 04/22/2025     | Approve, on an advisory basis, the compensation of our named executive officers                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            329 |                0 | FOR         |                                      329 | FOR                         |  |
| MSCI Inc.                                 | 55354G  | 04/22/2025     | To approve, by advisory vote, our executive compensation                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            110 |                0 | FOR         |                                      110 | FOR                         |  |
| Bank of America                           | 060505  | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           2307 |                0 | FOR         |                                     2307 | FOR                         |  |
| Public Service Enterprise Group Inc.      | 744573  | 04/22/2025     | Advisory Vote on the Approval of Executive Compensation                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |             45 |                0 | FOR         |                                       45 | FOR                         |  |
| Goldman Sachs                             | 38141G  | 04/23/2025     | Advisory Vote to Approve Executive Compensation (Say on Pay)                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             90 |                0 | FOR         |                                       90 | FOR                         |  |
| Eaton Corporation                         | G29183  | 04/23/2025     | Approving, on an advisory basis, the Company's executive compensation                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            217 |                0 | FOR         |                                      217 | FOR                         |  |
| PNC                                       | 693475  | 04/23/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            354 |                0 | FOR         |                                      354 | FOR                         |  |
| IQVIA Holdings Inc.                       | 46266C  | 04/23/2025     | Approve an advisory (non-binding) resolution to approve IGVIA's executive compensation (say-on-pay)                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             70 |                0 | FOR         |                                       70 | FOR                         |  |
| Entergy Corporation                       | 29364G  | 05/02/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |             22 |                0 | FOR         |                                       22 | FOR                         |  |
| Pfizer Inc.                               | 717081  | 04/24/2025     | 2025 advisory approval of executive compensation                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           3374 |                0 | FOR         |                                     3374 | FOR                         |  |
| HCA Healthcare, Inc.                      | 40412C  | 04/24/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |             38 |                0 | FOR         |                                       38 | FOR                         |  |
| Johnson                                   | 478160  | 04/24/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           2884 |                0 | FOR         |                                     2884 | FOR                         |  |
| Abbott Laboratories                       | 002824  | 04/25/2025     | Say on Pay - An advisory vote on the approval of executive compensation                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           6345 |                0 | FOR         |                                     6345 | FOR                         |  |
| Park National Corporation                 | 700658  | 04/28/2025     | Approval of non-binding advisory resolution to approve the compensation of Park National Corporation's named executive officers                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            331 |                0 | FOR         |                                      331 | FOR                         |  |
| Genuine Parts Company                     | 372460  | 04/28/2025     | Advisory vote on executive compensation                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            650 |                0 | FOR         |                                      650 | FOR                         |  |
| The Williams Companies, Inc.              | 969457  | 04/29/2025     | Approve, on an advisory basis, the compensation of our named executive officers                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           1358 |                0 | FOR         |                                     1358 | FOR                         |  |
| Core Natural Resources, Inc.              | 218937  | 04/29/2025     | Approval, on an advisory basis, of the compensation paid to Core Natural Resources Inc.'s named executice officers in 2024                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |             37 |                0 | FOR         |                                       37 | FOR                         |  |
| Citigroup                                 | 172967  | 04/29/2025     | Advisory vote to approve our 2024 executive compensation                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            300 |                0 | FOR         |                                      300 | FOR                         |  |
| IBM                                       | 459200  | 04/29/2025     | Advisory vote on executive compensation                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            996 |                0 | FOR         |                                      996 | FOR                         |  |
| American Express                          | 025816  | 04/29/2025     | Approval, on an advisory basis, of the Company's executive compensation                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            207 |                0 | FOR         |                                      207 | FOR                         |  |
| Truist Financial                          | 89832Q  | 04/29/2025     | Advisory vote to approve Truist's executive compensation program                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            210 |                0 | FOR         |                                      210 | FOR                         |  |
| The Coca-Cola Company                     | 191216  | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           4710 |                0 | FOR         |                                     4710 | FOR                         |  |
| Ball Corporation                          | 058498  | 04/30/2025     | Approve, by non-binding vote, the compensation paid to the named executive officers                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            446 |                0 | FOR         |                                      446 | FOR                         |  |
| Solventum                                 | 83444M  | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            566 |                0 | FOR         |                                      566 | FOR                         |  |
| Solventum                                 | 83444M  | 04/30/2025     | Advisory vote on frequency of advisory vote to approve executive compensation                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            566 |                0 | 1 YEAR      |                                      566 | FOR                         |  |
| Canadian Pacific Kansas City Limited      | 13646K  | 04/30/2025     | Advisory vote to approve the Corporation's approach to executive compensation as described in the Proxy Circular                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             77 |                0 | FOR         |                                       77 | FOR                         |  |
| Intuitive Surgical, Inc.                  | 46120E  | 05/01/2025     | To approve, by advisory vote, the compensation of the Company's named executive officers                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |             54 |                0 | FOR         |                                       54 | FOR                         |  |
| Intuitive Surgical, Inc.                  | 46120E  | 05/01/2025     | The stockholder proposal purportedly "to improve the executive compensation program" if properly presented at the annual meeting                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             54 |                0 | FOR         |                                       54 | AGAINST                     |  |
| RTX                                       | 75513E  | 05/01/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          11449 |                0 | FOR         |                                    11449 | FOR                         |  |
| CNX Resources Corporation                 | 12653C  | 05/01/2025     | Advisory approval of CNX's named executive officer compensation                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            300 |                0 | FOR         |                                      300 | FOR                         |  |
| Eli Lilly and Company                     | 532457  | 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 |             74 |                0 | FOR         |                                       74 | FOR                         |  |
| Bristol-Myers Squibb Company              | 110122  | 05/06/2025     | Advisory vote to approve the compensation of our named executive officers                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            733 |                0 | FOR         |                                      733 | FOR                         |  |
| Intel                                     | 458140  | 05/06/2025     | Advisory vote on executive compensation (Say-On-Pay)                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            825 |                0 | FOR         |                                      825 | FOR                         |  |
| Danaher Corporation                       | 235851  | 05/06/2025     | To approve on an advisory basis the Company's named executive officer compensation                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            643 |                0 | FOR         |                                      643 | FOR                         |  |
| Hershey                                   | 427866  | 05/06/2025     | Approve named executive officer compensation on a non-binding advisory basis                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            140 |                0 | FOR         |                                      140 | FOR                         |  |
| GE Aerospace                              | 369604  | 05/06/2025     | Advisory approval of our named executives' compensation                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            650 |                0 | FOR         |                                      650 | FOR                         |  |
| General Dynamics                          | 369550  | 05/06/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |             11 |                0 | FOR         |                                       11 | FOR                         |  |
| Gelead Sciences, Inc.                     | 375558  | 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 |            268 |                0 | FOR         |                                      268 | FOR                         |  |
| Pepsico                                   | 713448  | 05/07/2025     | Advisory approval of the Company's executive compensation                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           1794 |                0 | FOR         |                                     1794 | FOR                         |  |
| IDEXX                                     | 45168D  | 05/07/2025     | Advisory vote on executive compensation. To approve a nonbinding asvisory resolution on the Company's executive sompensation (Proposal Three)                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |             56 |                0 | FOR         |                                       56 | FOR                         |  |
| CSX                                       | 126408  | 05/07/2025     | Advisory (non-binding) resolution to approve compensation for the Company's names executive officers                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            131 |                0 | FOR         |                                      131 | FOR                         |  |
| S Global Inc.                             | 78409V  | 05/07/2025     | Approve, on an advisory basis, the executive comensation program for the Company's named executive officers, as described in the Proxy Statement                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            274 |                0 | FOR         |                                      274 | FOR                         |  |
| Dominion Energy                           | 25746U  | 05/07/2025     | Advisory vote on approval of executive compensation (Say on Pay)                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            250 |                0 | FOR         |                                      250 | FOR                         |  |
| Darling Ingredients Inc.                  | 237266  | 05/07/2025     | Advisory vote to approve, on an advisoy basis, executive compensation                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            789 |                0 | FOR         |                                      789 | FOR                         |  |
| UPS                                       | 911312  | 05/07/2025     | To approve on an advisory basis named executive officer compensation                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           1384 |                0 | FOR         |                                     1384 | FOR                         |  |
| Edwards Lifesciences Corporation          | 28176E  | 05/08/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           1500 |                0 | FOR         |                                     1500 | FOR                         |  |
| Union Pacific Building America            | 907818  | 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 |             66 |                0 | FOR         |                                       66 | FOR                         |  |
| The Kraft Heinz Company                   | 500724  | 05/08/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            162 |                0 | FOR         |                                      162 | FOR                         |  |
| IDEX Corporation                          | 45167R  | 05/08/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            238 |                0 | FOR         |                                      238 | FOR                         |  |
| Ecolab                                    | 278865  | 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 |            544 |                0 | FOR         |                                      544 | FOR                         |  |
| Stryker Corporation                       | 863667  | 05/08/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |             18 |                0 | FOR         |                                       18 | FOR                         |  |
| Ford                                      | 345370  | 05/08/2025     | An advisory vote to approve named executive officer compensation                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             10 |                0 | FOR         |                                       10 | FOR                         |  |
| TE Connectivity PLC                       | G87052  | 03/12/2025     | An advisory vote to approve named executive officer compensation                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            232 |                0 | FOR         |                                      232 | FOR                         |  |
| Progressive                               | 743315  | 05/08/2025     | Cast an advisory vote to approve our executive compensation program                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             29 |                0 | FOR         |                                       29 | FOR                         |  |
| Magna International Inc.                  | 559222  | 05/08/2025     | Resolved, on an advisory basis and not to diminish the roles and responsibilities of the Board of Directors, that the shareholders accept the approach to executive compensation disclosed in the accompanying management information circular/proxy statement. | SECTION 14A SAY-ON-PAY VOTES |             15 |                0 | FOR         |                                       15 | FOR                         |  |
| Vulcan Materials Company                  | 929160  | 05/09/2025     | Approval, on an advisory basis, of the compensation of our named executive officers                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            375 |                0 | FOR         |                                      375 | FOR                         |  |
| Lockhead Martin Corporation               | 539830  | 05/09/2025     | Advisory vote to approve the compensation of our named executive officers (say-on-pay)                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            228 |                0 | FOR         |                                      228 | FOR                         |  |
| SSR Mining Inc.                           | 784730  | 05/08/2025     | To approve on an advisory (non-binding) basis, the compensation of the Company's named executive officers disclosed in this Proxy Statement                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            400 |                0 | ABSTAIN     |                                      400 | FOR                         |  |
| ABBVIE Inc.                               | 00287Y  | 05/09/2025     | Say on Pay - An advisory vote on the approval of executive compensation                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           1687 |                0 | FOR         |                                     1687 | FOR                         |  |
| Colgate-Palmolive Co.                     | 194162  | 05/09/2025     | Advisory vote on executive compensation                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           2500 |                0 | FOR         |                                     2500 | FOR                         |  |
| International Paper                       | 460146  | 05/12/2025     | A non-binding resolution to approve the compensation of the Company's named executive officers                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |             75 |                0 | FOR         |                                       75 | FOR                         |  |
| MKS Instruments                           | 55306N  | 05/12/2025     | The approval, on an advisory basis, of executive compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            228 |                0 | FOR         |                                      228 | FOR                         |  |
| 3M Science Applied to Life                | 88579Y  | 05/13/2025     | Advisory approval of executive compensation                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           2266 |                0 | FOR         |                                     2266 | FOR                         |  |
| Realty Income Corporation                 | 756109  | 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 |             40 |                0 | FOR         |                                       40 | FOR                         |  |
| Xylem Inc.                                | 98419M  | 05/13/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           1021 |                0 | FOR         |                                     1021 | FOR                         |  |
| Lumen                                     | 550241  | 05/13/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |             73 |                0 | FOR         |                                       73 | FOR                         |  |
| Arthur J. Gallagher  Co.                  | 363576  | 05/13/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            975 |                0 | FOR         |                                      975 | FOR                         |  |
| Cummins Inc.                              | 231021  | 05/13/2025     | Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| Forrester Research, Inc.                  | 346563  | 05/13/2025     | To approve, by non-binding vote, executive compensation                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |             10 |                0 | FOR         |                                       10 | FOR                         |  |
| Waste Management                          | 94106L  | 05/13/2025     | Approval, on an advisory basis, or our executive compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |             70 |                0 | FOR         |                                       70 | FOR                         |  |
| Prudential Financial, Inc.                | 744320  | 05/13/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| FiServ, Inc.                              | 337738  | 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 |            346 |                0 | FOR         |                                      346 | FOR                         |  |
| American International Group              | 026874  | 05/14/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |              2 |                0 | FOR         |                                        2 | FOR                         |  |
| Simon Property Group                      | 828806  | 05/14/2025     | Advisory vote to approve the comensation of our named executive officers                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |             37 |                0 | FOR         |                                       37 | FOR                         |  |
| GE Vernova Inc.                           | 36828A  | 05/14/2025     | Approve the compensation of our named executive officers in an advisory vote                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            161 |                0 | FOR         |                                      161 | FOR                         |  |
| GE Vernova Inc.                           | 36828A  | 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 |            161 |                0 | 1 YEAR      |                                      161 | FOR                         |  |
| Veralto Corporation                       | 92338C  | 05/14/2025     | To approve on an advisory basis the Company's named executive officer compensation                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            424 |                0 | FOR         |                                      424 | FOR                         |  |
| American Tower Corporation                | 03027X  | 05/14/2025     | To approve, on an advisoryy basis, the Compnay's executive compensation                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            503 |                0 | FOR         |                                      503 | FOR                         |  |
| Vertex Pharmaceuticals Incorporated       | 92532F  | 05/14/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            519 |                0 | FOR         |                                      519 | FOR                         |  |
| BlackRock                                 | 09290D  | 05/15/2025     | Approval, in a non-binding advisory vote, of the compensation for names executive officers.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |             87 |                0 | FOR         |                                       87 | FOR                         |  |
| CVS Health Corporation                    | 126650  | 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 |            890 |                0 | FOR         |                                      890 | FOR                         |  |
| OGE Energy Corp.                          | 670837  | 05/15/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            400 |                0 | FOR         |                                      400 | FOR                         |  |
| Cheniere Energy, Inc.                     | 16411R  | 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 |             63 |                0 | FOR         |                                       63 | FOR                         |  |
| Kinder Morgan, Inc.                       | 49456B  | 05/15/2025     | Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed on the proxy statement                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           1295 |                0 | FOR         |                                     1295 | FOR                         |  |
| Altria Group                              | 02209S  | 05/15/2025     | Non-binding advisory vote to approve the compensation of Altria's named executive officers (NEOs)                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            800 |                0 | FOR         |                                      800 | FOR                         |  |
| MarshMcLennan                             | 571748  | 05/15/2025     | Advisory (nonbinding) vote to approve named executive officer compensation                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            392 |                0 | FOR         |                                      392 | FOR                         |  |
| Morgan Stanley                            | 617446  | 05/15/2025     | To approve the compensation of executives as disclosed in the proxy statement (non-binding advisory voite)                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            250 |                0 | FOR         |                                      250 | FOR                         |  |
| Teradata Corporation                      | 88076W  | 05/15/2025     | An advisory (non-binding) vote to approve executive compensation                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             60 |                0 | FOR         |                                       60 | FOR                         |  |
| Otis                                      | 68902V  | 05/15/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |             28 |                0 | FOR         |                                       28 | FOR                         |  |
| Amphenol Corporation                      | 032095  | 05/15/2025     | Adivisory vote to approve compensation of named executive officers                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           1610 |                0 | FOR         |                                     1610 | FOR                         |  |
| AT Inc.                                   | 00206R  | 05/15/2025     | Advisory approval of executive compensation                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           1772 |                0 | FOR         |                                     1772 | FOR                         |  |
| Westinghouse Air Brake Techonologies Corp | 929740  | 05/15/2025     | Approve on an advisory (non-biding) resolution to approve the 2024 names executive compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |              3 |                0 | FOR         |                                        3 | FOR                         |  |
| Sylvamo Corporation                       | 871332  | 05/15/2025     | Approve, on a non-binding advisory basis, the compensation of our named executive officers                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |              6 |                0 | FOR         |                                        6 | FOR                         |  |
| O'Reilly Automotive, Inc.                 | 67103H  | 05/15/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |             38 |                0 | FOR         |                                       38 | FOR                         |  |
| Waste Connections, Inc.                   | 94106B  | 05/16/2025     | Say-on-Pay - Approve, on a non-binding basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |             29 |                0 | FOR         |                                       29 | FOR                         |  |
| Intercontinental Exchange, Inc.           | 45866F  | 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 |            615 |                0 | FOR         |                                      615 | FOR                         |  |
| McDonalds                                 | 580135  | 05/20/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            554 |                0 | FOR         |                                      554 | FOR                         |  |
| Principal Financial Group                 | 74251V  | 05/20/2025     | Advisory approval of the compensation of our named executive officers                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            116 |                0 | FOR         |                                      116 | FOR                         |  |
| Verisk Analytics, Inc.                    | 92345Y  | 05/20/2025     | To approve executive compensation on an advisory, non-binding basis                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            467 |                0 | FOR         |                                      467 | FOR                         |  |
| Honeywell International Inc.              | 438516  | 05/20/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            161 |                0 | FOR         |                                      161 | FOR                         |  |
| JPMorgan Chase                            | 46625H  | 05/20/2025     | Advisory resolution ato approve Executive compensation                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            449 |                0 | FOR         |                                      449 | FOR                         |  |
| ConEdison, Inc.                           | 209115  | 05/19/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            144 |                0 | FOR         |                                      144 | FOR                         |  |
| Equinix, Inc.                             | 29444U  | 05/21/2025     | Approval, by a non-binding advisory vote, of the compensation of our named executive officers                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |              9 |                0 | FOR         |                                        9 | FOR                         |  |
| Thermo Fisher Scientific Inc.             | 883556  | 05/21/2025     | An advisory vote to approve named executive officer compensation                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            586 |                0 | FOR         |                                      586 | FOR                         |  |
| Amgen                                     | 031162  | 05/22/2025     | Advisory vote to approve our executive compensation                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            249 |                0 | FOR         |                                      249 | FOR                         |  |
| Merck                                     | 58933Y  | 05/27/2025     | Non-binding advisory vote to approve the compensation of our named executive officers                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           1350 |                0 | FOR         |                                     1350 | FOR                         |  |
| SiriusXM                                  | 829933  | 05/28/2025     | Advisory vote on frequency of advisory vote on the compensation of named executive officers                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            199 |                0 | 1 YEAR      |                                      199 | FOR                         |  |
| Chevron                                   | 166764  | 05/28/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            686 |                0 | FOR         |                                      686 | FOR                         |  |
| Meta Platforms                            | 30303M  | 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 |            115 |                0 | FOR         |                                      115 | FOR                         |  |
| Meta Platforms                            | 30303M  | 05/28/2025     | To approve, 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 |            115 |                0 | 1 YEAR      |                                      115 | AGAINST                     |  |
| Peakstone Realty Trust                    | 39818P  | 05/28/2025     | Approve on an advisory (non-biding) basis, the compensation paid to the Company's Names Excutive officers as described in the proxy statement                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            212 |                0 | FOR         |                                      212 | FOR                         |  |
| GE Healthcare Technologies Inc.           | 36266G  | 05/28/2025     | Approval of our named executive officers' compensation in an advisory vote                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            133 |                0 | FOR         |                                      133 | FOR                         |  |
| Exxon Mobil Corporation                   | 30231G  | 05/28/2025     | Advisory Vote to approve executive compensation                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           3883 |                0 | FOR         |                                     3883 | FOR                         |  |
| Dollar General                            | 256677  | 05/29/2025     | To approve, on an advisory (non-binding) basis, the resolution regardin compensation of Dollar General Corporation's named executive officers as disclosed in the proxy statement                                                                               | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | FOR         |                                      500 | FOR                         |  |
| Allstate                                  | 020002  | 05/28/2025     | Advisory vote to approve the compensation of the named executives                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |             32 |                0 | FOR         |                                       32 | FOR                         |  |
| Lowe's Companies, Inc.                    | 548661  | 05/30/2025     | Advisory vote to approve the Company's named executive officer compensation in fiscal 2024                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            945 |                0 | FOR         |                                      945 | FOR                         |  |
| United Health Group                       | 91324P  | 06/02/2025     | Advisory approval of the Company's executive compensation                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            777 |                0 | FOR         |                                      777 | FOR                         |  |
| Warner Brothers. Discovery, Inc.          | 934423  | 06/02/2025     | To voteon an advisory resolution to approve the 2024 compensation of Warner Bros. Discovery, Inc.'s named executive officers, Commonly referred to as a "Say-on-Pay" vote                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            418 |                0 | FOR         |                                      418 | FOR                         |  |
| Booking Holdings Inc.                     | 09857L  | 06/03/2025     | Advisory vote to approve executibe compensation                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |             10 |                0 | FOR         |                                       10 | FOR                         |  |
| HA Sustainable Infrastructure Capital     | 41068X  | 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 |            194 |                0 | FOR         |                                      194 | FOR                         |  |
| AirBnB                                    | 009066  | 06/04/2025     | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            170 |                0 | FOR         |                                      170 | FOR                         |  |
| SalesForce, Inc.                          | 79466L  | 06/05/2025     | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            103 |                0 | FOR         |                                      103 | FOR                         |  |
| Lucid Group Inc.                          | 549498  | 06/05/2025     | To approve, on an advisory basis, the compensation for our named executive officers as disclosed in our Proxy Statement                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| Lucid Group Inc.                          | 549498  | 06/05/2025     | To approve, on an advisory basis, the compensation for our named executive officers as disclosed in our Proxy Statement                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| Walmart Inc.                              | 931142  | 06/05/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           2164 |                0 | FOR         |                                     2164 | FOR                         |  |
| PayPal Holdings, Inc.                     | 70450Y  | 06/05/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            525 |                0 | FOR         |                                      525 | FOR                         |  |
| Netflix, Inc.                             | 64110L  | 06/05/2025     | Advisory approval of named executive officer compensation                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |             40 |                0 | FOR         |                                       40 | FOR                         |  |
| NCR Voyix                                 | 62886E  | 06/06/2025     | To approve, on a non-binding and advisory basis, the compensation of the named executive officers as more particularly described in the proxy materials                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |             60 |                0 | FOR         |                                       60 | FOR                         |  |
| Digital Realty Trust, Inc.                | 253868  | 06/06/2025     | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers, as more fully described in the accompanying Proxy Statement (Say-on-Pay)                                                                              | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | FOR         |                                       50 | FOR                         |  |
| Garmin LTD                                | H2906T  | 06/06/2025     | Advisory vote on the compensation of Garmin's named executive officers                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |             15 |                0 | FOR         |                                       15 | FOR                         |  |
| Garmin LTD                                | H2906T  | 06/06/2025     | Binding vote to approve fiscal year 2026 maximum aggregate compensation for the executive management                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             15 |                0 | FOR         |                                       15 | FOR                         |  |
| Organon  Co.                              | 68622V  | 06/10/2025     | Approve, on a non-binding advisory basis, the compensation of Organon's named executive officers                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             90 |                0 | FOR         |                                       90 | FOR                         |  |
| The TJX Companies                         | 872540  | 06/10/2025     | Advisory approval of TJX's executive compensation (the say-on-pay vote)                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           1278 |                0 | FOR         |                                     1278 | FOR                         |  |
| Roper Technologies, Inc.                  | 776696  | 06/10/2025     | Advisory vote to approve the compensation of our named executive officers                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |             62 |                0 | FOR         |                                       62 | FOR                         |  |
| NXP Semiconductors N.V.                   | N6596X  | 06/11/2025     | Non-binding, advisory vote to approve named executive officer compensation                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | FOR         |                                       50 | FOR                         |  |
| Caterpillar Inc.                          | 149123  | 06/11/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |              8 |                0 | FOR         |                                        8 | FOR                         |  |
| W. R. Berkley Corporation                 | 084423  | 06/11/2025     | Non-binding advisory vote on a resolution approving the compensation of the Company's named executive ooficers pursuant to the compensation disclosure rules of the Securities and Exchange Commission, or "say-on-pay"                                         | SECTION 14A SAY-ON-PAY VOTES |          23335 |                0 | FOR         |                                    23335 | FOR                         |  |
| Target                                    | 87612E  | 06/11/2025     | Company proposal to approve, on an advisory basis, our executive compensation (Say on Pay)                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            225 |                0 | FOR         |                                      225 | FOR                         |  |
| Exact Sciences Corporation                | 30063P  | 06/12/2025     | To approve, on an advisory basis, the compensation of our named executive officers                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            467 |                0 | FOR         |                                      467 | FOR                         |  |
| Kezar Life Sciences, Inc.                 | 49372L  | 06/17/2025     | Advisory vote on the compensation paid to our named executives                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |             46 |                0 | FOR         |                                       46 | FOR                         |  |
| AutoDesk, Inc.                            | 052769  | 06/18/2025     | Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc.'s named esecutive officers                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            118 |                0 | FOR         |                                      118 | FOR                         |  |
| Comcast Corporation                       | 20030N  | 06/18/2025     | Increase chare authorization under Comcast-NBC Universal 2011 Employee Stock purchase plan                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           3160 |                0 | FOR         |                                     3160 | FOR                         |  |
| Comcast Corporation                       | 20030N  | 06/18/2025     | Consider "CEO pay ratio factor" in executive compensation                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           3160 |                0 | FOR         |                                     3160 | AGAINST                     |  |
| Metlife                                   | 59156R  | 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 |             10 |                0 | FOR         |                                       10 | FOR                         |  |
| Cava Group Inc                            | 148929  | 06/19/2025     | Approval of, on an advisory basis, the compensation of our named executive officers                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             30 |                0 | FOR         |                                       30 | FOR                         |  |
| Cava Group Inc                            | 148929  | 06/19/2025     | 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 |             30 |                0 | 1 YEAR      |                                       30 | FOR                         |  |
| Nvidia Corporation                        | 67066G  | 06/25/2025     | Advisory approval of our executive compensation                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           5487 |                0 | FOR         |                                     5487 | FOR                         |  |
| Dell Technologies                         | 24703L  | 06/26/2025     | Approval, on a non-binding, 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 |           1201 |                0 | FOR         |                                     1201 | FOR                         |  |
| CoStar Group, Inc.                        | 22160N  | 06/26/2025     | Proposal to approve, on an advisory basis, the Company's executive compensation                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |             90 |                0 | FOR         |                                       90 | FOR                         |  |
| Ansys, Inc.                               | 03662Q  | 06/27/2025     | Advisory approval of the compensation of our named executive officers                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            110 |                0 | FOR         |                                      110 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** STAGE HARBOR FINANCIAL, LLC

**By (Signature):** Rosemarie Ranzie

**By (Printed Signature):** Rosemarie Ranzie

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

**Date:** 07/29/2025