# EDGAR Filing Document

**Accession Number:** 0001596355
**File Stem:** 0001667731-25-001069
**Filing Date:** 2025-8
**Character Count:** 244307
**Document Hash:** b226d4127825b0385d4d160630d21b2e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001667731-25-001069.hdr.sgml**: 20250807

**ACCESSION NUMBER**: 0001667731-25-001069

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250807

**EFFECTIVENESS DATE**: 20250807

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Asset Management Advisors, LLC
- **CENTRAL INDEX KEY:** 0001596355

**ORGANIZATION NAME:**
- **EIN:** 731494987
- **STATE OF INCORPORATION:** OK
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15685
- **FILM NUMBER:** 251192877

**BUSINESS ADDRESS:**
- **STREET 1:** 6307 WATERFORD BLVD
- **STREET 2:** SUITE 200
- **CITY:** OKLAHOMA CITY
- **STATE:** OK
- **ZIP:** 73118
- **BUSINESS PHONE:** 405-842-1881

**MAIL ADDRESS:**
- **STREET 1:** 6307 WATERFORD BLVD
- **STREET 2:** SUITE 200
- **CITY:** OKLAHOMA CITY
- **STATE:** OK
- **ZIP:** 73118

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

## N-PX: Filer Information

**Filer CIK:** 0001596355

**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:** Asset Management Advisors, LLC

**Address:** 6307 WATERFORD BLVD, OKLAHOMA CITY, OK 73118

**Telephone number:** 405-842-1881

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-15685

**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              |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| The Proctor  Gamble Co               | 742718109 | 10/08/2024     | 1a. ELECTION OF DIRECTOR: B. Marc Allen                                                                                                                                                                                                                                                                              | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| The Proctor  Gamble Co               | 742718109 | 10/08/2024     | 1b. ELECTION OF DIRECTOR: Brett Biggs                                                                                                                                                                                                                                                                                | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| The Proctor  Gamble Co               | 742718109 | 10/08/2024     | 1c. ELECTION OF DIRECTOR: Sheila Bonini                                                                                                                                                                                                                                                                              | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| The Proctor  Gamble Co               | 742718109 | 10/08/2024     | 1d. ELECTION OF DIRECTOR: Amy L. Chang                                                                                                                                                                                                                                                                               | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| The Proctor  Gamble Co               | 742718109 | 10/08/2024     | 1e. ELECTION OF DIRECTOR: Joseph Jimenez                                                                                                                                                                                                                                                                             | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| The Proctor  Gamble Co               | 742718109 | 10/08/2024     | 1f. ELECTION OF DIRECTOR: Christopher Kempczinski                                                                                                                                                                                                                                                                    | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| The Proctor  Gamble Co               | 742718109 | 10/08/2024     | 1g. ELECTION OF DIRECTOR: Debra L. Lee                                                                                                                                                                                                                                                                               | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| The Proctor  Gamble Co               | 742718109 | 10/08/2024     | 1h. ELECTION OF DIRECTOR: Terry J. Lundgren                                                                                                                                                                                                                                                                          | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| The Proctor  Gamble Co               | 742718109 | 10/08/2024     | 1i. ELECTION OF DIRECTOR: Christine M. McCarthy                                                                                                                                                                                                                                                                      | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| The Proctor  Gamble Co               | 742718109 | 10/08/2024     | 1j. ELECTION OF DIRECTOR: Ashley McEvoy                                                                                                                                                                                                                                                                              | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| The Proctor  Gamble Co               | 742718109 | 10/08/2024     | 1k. ELECTION OF DIRECTOR: Jon R. Moeller                                                                                                                                                                                                                                                                             | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| The Proctor  Gamble Co               | 742718109 | 10/08/2024     | 1l. ELECTION OF DIRECTOR: Robert J. Portman                                                                                                                                                                                                                                                                          | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| The Proctor  Gamble Co               | 742718109 | 10/08/2024     | 1m. ELECTION OF DIRECTOR: Rajesh Subramaniam                                                                                                                                                                                                                                                                         | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| The Proctor  Gamble Co               | 742718109 | 10/08/2024     | 1n. ELECTION OF DIRECTOR: Patricia A. Woertz                                                                                                                                                                                                                                                                         | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| The Proctor  Gamble Co               | 742718109 | 10/08/2024     | 2. RATIFY APPOINTMENT OF THE INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM                                                                                                                                                                                                                                           | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| The Proctor  Gamble Co               | 742718109 | 10/08/2024     | 3. ADVISORY VOTE TO APPROVE THE COMPANY'S EXECUTIVE COMPENSATION                                                                                                                                                                                                                                                     | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| The Proctor  Gamble Co               | 742718109 | 10/08/2024     | 4. SHAREHOLDER PROPOSAL - PAY GAP REPORTING                                                                                                                                                                                                                                                                          | OTHER           |        200     |                0 | AGAINST     |                                  200     | FOR                         |  |
| Brookfield Renewable Corp            | 11284V105 | 12/03/2024     | 1. TO APPROVE A SPECIAL RESOLUTION, THE FULL TEXT OF WHICH IS SET FORTH IN APPENDIX A TO THE CIRCULAR, WITH OR WITHOUT VARIATION, APPROVING AN ARRANGEMENT DESIGNED TO PERMIT THE CORPORATION TO CONTINUE TO BENEFIT FROM OUR CORPORATE STRUCTURE FORMED IN 2020 AND AS MORE PARTICULARLY DESCRIBED IN THE CIRCULAR. | OTHER           |     168450     |                0 | FOR         |                               168450     | FOR                         |  |
| CISCO Systems, Inc.                  | 17275R102 | 12/09/2024     | 1A. ELECTION OF DIRECTOR: WESLEY G. BUSH                                                                                                                                                                                                                                                                             | OTHER           |       1200     |                0 | FOR         |                                 1200     | FOR                         |  |
| CISCO Systems, Inc.                  | 17275R102 | 12/09/2024     | 1B. ELECTION OF DIRECTOR: MICHAEL D. CAPELLAS                                                                                                                                                                                                                                                                        | OTHER           |       1200     |                0 | FOR         |                                 1200     | FOR                         |  |
| CISCO Systems, Inc.                  | 17275R102 | 12/09/2024     | 1C. ELECTION OF DIRECTOR: MARK GARRETT                                                                                                                                                                                                                                                                               | OTHER           |       1200     |                0 | FOR         |                                 1200     | FOR                         |  |
| CISCO Systems, Inc.                  | 17275R102 | 12/09/2024     | 1D. ELECTION OF DIRECTOR: JOHN D. HARRIS II                                                                                                                                                                                                                                                                          | OTHER           |       1200     |                0 | FOR         |                                 1200     | FOR                         |  |
| CISCO Systems, Inc.                  | 17275R102 | 12/09/2024     | 1E. ELECTRION OF DIRECTOR: DR. KRISTINA M. JOHNSON                                                                                                                                                                                                                                                                   | OTHER           |       1200     |                0 | FOR         |                                 1200     | FOR                         |  |
| CISCO Systems, Inc.                  | 17275R102 | 12/09/2024     | 1F. ELECTION OF DIRECTOR: SARAH RAE MURPHY                                                                                                                                                                                                                                                                           | OTHER           |       1200     |                0 | FOR         |                                 1200     | FOR                         |  |
| CISCO Systems, Inc.                  | 17275R102 | 12/09/2024     | 1G. ELECTION OF DIRECTOR: CHARLES H. ROBBINS                                                                                                                                                                                                                                                                         | OTHER           |       1200     |                0 | FOR         |                                 1200     | FOR                         |  |
| CISCO Systems, Inc.                  | 17275R102 | 12/09/2024     | 1H. ELECTION OF DIRECTOR: DANIEL H. SCHULMAN                                                                                                                                                                                                                                                                         | OTHER           |       1200     |                0 | FOR         |                                 1200     | FOR                         |  |
| CISCO Systems, Inc.                  | 17275R102 | 12/09/2024     | 1I. ELECTION OF DIRECTOR: MARIANNA TESSEL                                                                                                                                                                                                                                                                            | OTHER           |       1200     |                0 | FOR         |                                 1200     | FOR                         |  |
| CISCO Systems, Inc.                  | 17275R102 | 12/09/2024     | 2. Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                                                                        | OTHER           |       1200     |                0 | FOR         |                                 1200     | FOR                         |  |
| CISCO Systems, Inc.                  | 17275R102 | 12/09/2024     | 3. Ratification of PricewaterhouseCoopers LLP as Cisco's independent registered public accounting firm for fiscal 2025.                                                                                                                                                                                              | OTHER           |       1200     |                0 | FOR         |                                 1200     | FOR                         |  |
| Micron Technology Inc                | 595112103 | 01/16/2025     | 1a. ELECTION OF DIRECTOR: Richard M. Beyer                                                                                                                                                                                                                                                                           | OTHER           |      34941     |                0 | FOR         |                                34941     | FOR                         |  |
| Micron Technology Inc                | 595112103 | 01/16/2025     | 1b. ELECTION OF DIRECTOR: Lynn A. Dugle                                                                                                                                                                                                                                                                              | OTHER           |      34941     |                0 | FOR         |                                34941     | FOR                         |  |
| Micron Technology Inc                | 595112103 | 01/16/2025     | 1c. ELECTION OF DIRECTOR: Steven J. Gomo                                                                                                                                                                                                                                                                             | OTHER           |      34941     |                0 | FOR         |                                34941     | FOR                         |  |
| Micron Technology Inc                | 595112103 | 01/16/2025     | 1d. ELECTION OF DIRECTOR: Linnie M. Haynesworth                                                                                                                                                                                                                                                                      | OTHER           |      34941     |                0 | FOR         |                                34941     | FOR                         |  |
| Micron Technology Inc                | 595112103 | 01/16/2025     | 1e. ELECTION OF DIRECTOR:Mary Pat McCarthy                                                                                                                                                                                                                                                                           | OTHER           |      34941     |                0 | FOR         |                                34941     | FOR                         |  |
| Micron Technology Inc                | 595112103 | 01/16/2025     | 1f. ELECTION OF DIRECTOR: Sanjay Mehrotra                                                                                                                                                                                                                                                                            | OTHER           |      34941     |                0 | FOR         |                                34941     | FOR                         |  |
| Micron Technology Inc                | 595112103 | 01/16/2025     | 1g. ELECTION OF DIRECTOR: Robert Swan                                                                                                                                                                                                                                                                                | OTHER           |      34941     |                0 | FOR         |                                34941     | FOR                         |  |
| Micron Technology Inc                | 595112103 | 01/16/2025     | 1h. ELECTION OF DIRECTOR: MaryAnn Wright                                                                                                                                                                                                                                                                             | OTHER           |      34941     |                0 | FOR         |                                34941     | FOR                         |  |
| Micron Technology Inc                | 595112103 | 01/16/2025     | 2. PROPOSAL BY THE COMPANY TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS AS DESCRIBED IN THE PROXY STATEMENT.                                                                                                                                                        | OTHER           |      34941     |                0 | FOR         |                                34941     | FOR                         |  |
| Micron Technology Inc                | 595112103 | 01/16/2025     | 3. PROPOSAL BY THE COMPANY TO APPROVE THE 2025 EQUITY INCENTIVE PLAN.                                                                                                                                                                                                                                                | OTHER           |      34941     |                0 | FOR         |                                34941     | FOR                         |  |
| Micron Technology Inc                | 595112103 | 01/16/2025     | 4. PROPOSAL BY THE COMPANY TO RATIFY THE APPOINTMENT OF PRICEWATERHOUSECOOPERS LLP AS THE INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM OF THE COMPANY FOR THE FISCAL YEAR ENDING AUGUST 28, 2025.                                                                                                                   | OTHER           |      34941     |                0 | FOR         |                                34941     | FOR                         |  |
| Apple Inc                            | 037833100 | 02/25/2025     | 1. The elction to Apple's Board of Directors of the eight nominees named in the Proxy Statement. Nomineeds: 1a Wanda Austin, 1b Tim Cook, 1c Alex Gofsky, 1d Andrea Jung, 1e Art Levinson, 1f Monica Lozano, 1g Ron Sugar, 1h Sue Wagner                                                                             | OTHER           |      32490     |                0 | FOR         |                                32490     | FOR                         |  |
| Apple Inc                            | 037833100 | 02/25/2025     | 2. Ratification of the apointment of Ernst  Young LLP as Apple's independent registered public accounting firm for fiscal 2025.                                                                                                                                                                                      | OTHER           |      32490     |                0 | FOR         |                                32490     | FOR                         |  |
| Apple Inc                            | 037833100 | 02/25/2025     | 3. Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                  | OTHER           |      32490     |                0 | FOR         |                                32490     | FOR                         |  |
| Apple Inc                            | 037833100 | 02/25/2025     | 4. A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage"                                                                                                                                                                                                                                 | OTHER           |      32490     |                0 | AGAINST     |                                32490     | FOR                         |  |
| Apple Inc                            | 037833100 | 02/25/2025     | 5. A shareholder proposal entitled "Report on Costs and Benefits of Child Sex Abuse Material-identifying Software  User Privacy"                                                                                                                                                                                     | OTHER           |      32490     |                0 | AGAINST     |                                32490     | FOR                         |  |
| Apple Inc                            | 037833100 | 02/25/2025     | 6. A shareholder proposal entitled "Request to Cease DEI Efforts"                                                                                                                                                                                                                                                    | OTHER           |      32490     |                0 | AGAINST     |                                32490     | FOR                         |  |
| Apple Inc                            | 037833100 | 02/25/2025     | 7. A shareholder proposal entitled "Report o nCharitable Giving"                                                                                                                                                                                                                                                     | OTHER           |      32490     |                0 | AGAINST     |                                32490     | FOR                         |  |
| Vanguard S Value Index ETF           | 921932703 | 02/26/2025     | 1. Vote Board of Directors: Election of Director: Tara Bunch, Mark Loughridge, Scott C. Malpass, John Murphy, Lubos Pastor, Rebecca Patterson, Andrew F. Peroid, Salim Ramji, Sarah Bloom Raskin, Grant Reid, David Thomas, Barbara Venneman, Peter F. Volankis                                                      | OTHER           |       1431     |                0 | FOR         |                                 1431     | FOR                         |  |
| Vanguard Tax-Exempt Bond Index ETF   | 922907753 | 02/26/2025     | 1. Elect Trustees for each fund: Nominees: 01 Tara Bunch, 02 Mark Loughridge, 03 Scott C. Malpass, 04 John Murphy, 05 Lubos Pastor, 06 Rebecca Patterson, 07 Andre F. Perold, 08 Salim Ramji, 09 Sarah Bloom Raskin, 10 Grand Reid, 11 David Thomas, 12 Barbara Venneman, 13 Peter F. Volanakis                      | OTHER           |       1800     |                0 | FOR         |                                 1800     | FOR                         |  |
| Vanguard 500 Index Fund Admiral      | 922908710 | 02/26/2025     | 1. Vote Board of Directors: Election of Director: Tara Bunch, Mark Loughridge, Scott C. Malpass, John Murphy, Lubos Pastor, Rebecca Patterson, Andrew F. Peroid, Salim Ramji, Sarah Bloom Raskin, Grant Reid, David Thomas, Barbara Venneman, Peter F. Volankis                                                      | OTHER           |        105.862 |                0 | FOR         |                                  105.862 | FOR                         |  |
| Vanguard 500 Index ETF               | 922908363 | 02/26/2025     | 1. Elect Trustees for each fund: Nominees: 01 Tara Bunch, 02 Mark Loughridge, 03 Scott C. Malpass, 04 John Murphy, 05 Lubos Pastor, 06 Rebecca Patterson, 07 Andre F. Perold, 08 Salim Ramji, 09 Sarah Bloom Raskin, 10 Grand Reid, 11 David Thomas, 12 Barbara Venneman, 13 Peter F. Volanakis                      | OTHER           |         11     |                0 | FOR         |                                   11     | FOR                         |  |
| Lennar Corp                          | 526057104 | 04/09/2025     | 1a. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Amy Banse                                                                                                                                                                                                                           | OTHER           |      51252     |                0 | FOR         |                                51252     | FOR                         |  |
| Lennar Corp                          | 526057104 | 04/09/2025     | 1b. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Theron (Tif) Gilliam                                                                                                                                                                                                                | OTHER           |      51252     |                0 | FOR         |                                51252     | FOR                         |  |
| Lennar Corp                          | 526057104 | 04/09/2025     | 1c. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Sherrill W. Hudson                                                                                                                                                                                                                  | OTHER           |      51252     |                0 | FOR         |                                51252     | FOR                         |  |
| Lennar Corp                          | 526057104 | 04/09/2025     | 1d. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Jonathan M. Jaffe                                                                                                                                                                                                                   | OTHER           |      51252     |                0 | FOR         |                                51252     | FOR                         |  |
| Lennar Corp                          | 526057104 | 04/09/2025     | 1e. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Teri P. McClure                                                                                                                                                                                                                     | OTHER           |      51252     |                0 | FOR         |                                51252     | FOR                         |  |
| Lennar Corp                          | 526057104 | 04/09/2025     | 1f. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Stuart Miller                                                                                                                                                                                                                       | OTHER           |      51252     |                0 | FOR         |                                51252     | FOR                         |  |
| Lennar Corp                          | 526057104 | 04/09/2025     | 1g. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Armando Olivera                                                                                                                                                                                                                     | OTHER           |      51252     |                0 | FOR         |                                51252     | FOR                         |  |
| Lennar Corp                          | 526057104 | 04/09/2025     | 1h. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Dacona Smith                                                                                                                                                                                                                        | OTHER           |      51252     |                0 | FOR         |                                51252     | FOR                         |  |
| Lennar Corp                          | 526057104 | 04/09/2025     | 1i. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Jeffery Sonnenfeld                                                                                                                                                                                                                  | OTHER           |      51252     |                0 | FOR         |                                51252     | FOR                         |  |
| Lennar Corp                          | 526057104 | 04/09/2025     | 1j. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Serena Wolfe                                                                                                                                                                                                                        | OTHER           |      51252     |                0 | FOR         |                                51252     | FOR                         |  |
| Lennar Corp                          | 526057104 | 04/09/2025     | 2. Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                              | OTHER           |      51252     |                0 | FOR         |                                51252     | FOR                         |  |
| Lennar Corp                          | 526057104 | 04/09/2025     | 3. Ratification of the appointment of Deloitte  Tourche LLP as our independent registered public accounting firm for our fiscal year ending November 30, 2025.                                                                                                                                                       | OTHER           |      51252     |                0 | FOR         |                                51252     | FOR                         |  |
| Lennar Corp                          | 526057104 | 04/09/2025     | 4. Vote on a stockholder proposal on an Independent Board Chairman                                                                                                                                                                                                                                                   | OTHER           |      51252     |                0 | AGAINST     |                                51252     | FOR                         |  |
| Lennar Corp                          | 526057104 | 04/09/2025     | 5. Vote on a stockholder proposal requesting disclosure on how the Company intends to reduce greenhouse gas emissions.                                                                                                                                                                                               | OTHER           |      51252     |                0 | AGAINST     |                                51252     | FOR                         |  |
| Lennar Corp                          | 526057104 | 04/09/2025     | 6. Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQIA+ equity and inclusion efforts in its human capital management strategy.                                                                                                                                                       | OTHER           |      51252     |                0 | AGAINST     |                                51252     | FOR                         |  |
| Lennar Corp                          | 526057302 | 04/09/2025     | 1a. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Amy Banse                                                                                                                                                                                                                           | OTHER           |        998     |                0 | FOR         |                                  998     | FOR                         |  |
| Lennar Corp                          | 526057302 | 04/09/2025     | 1b. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Theron (Tif) Gilliam                                                                                                                                                                                                                | OTHER           |        998     |                0 | FOR         |                                  998     | FOR                         |  |
| Lennar Corp                          | 526057302 | 04/09/2025     | 1c. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Sherrill W. Hudson                                                                                                                                                                                                                  | OTHER           |        998     |                0 | FOR         |                                  998     | FOR                         |  |
| Lennar Corp                          | 526057302 | 04/09/2025     | 1d. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Jonathan M. Jaffe                                                                                                                                                                                                                   | OTHER           |        998     |                0 | FOR         |                                  998     | FOR                         |  |
| Lennar Corp                          | 526057302 | 04/09/2025     | 1e. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Teri P. McClure                                                                                                                                                                                                                     | OTHER           |        998     |                0 | FOR         |                                  998     | FOR                         |  |
| Lennar Corp                          | 526057302 | 04/09/2025     | 1f. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Stuart Miller                                                                                                                                                                                                                       | OTHER           |        998     |                0 | FOR         |                                  998     | FOR                         |  |
| Lennar Corp                          | 526057302 | 04/09/2025     | 1g. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Armando Olivera                                                                                                                                                                                                                     | OTHER           |        998     |                0 | FOR         |                                  998     | FOR                         |  |
| Lennar Corp                          | 526057302 | 04/09/2025     | 1h. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Dacona Smith                                                                                                                                                                                                                        | OTHER           |        998     |                0 | FOR         |                                  998     | FOR                         |  |
| Lennar Corp                          | 526057302 | 04/09/2025     | 1i. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Jeffery Sonnenfeld                                                                                                                                                                                                                  | OTHER           |        998     |                0 | FOR         |                                  998     | FOR                         |  |
| Lennar Corp                          | 526057302 | 04/09/2025     | 1j. Election of Director to serve until the 2026 Annual Meeting of Stockholders: Serena Wolfe                                                                                                                                                                                                                        | OTHER           |        998     |                0 | FOR         |                                  998     | FOR                         |  |
| Lennar Corp                          | 526057302 | 04/09/2025     | 2. Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                              | OTHER           |        998     |                0 | FOR         |                                  998     | FOR                         |  |
| Lennar Corp                          | 526057302 | 04/09/2025     | 3. Ratification of the appointment of Deloitte  Tourche LLP as our independent registered public accounting firm for our fiscal year ending November 30, 2025.                                                                                                                                                       | OTHER           |        998     |                0 | FOR         |                                  998     | FOR                         |  |
| Lennar Corp                          | 526057302 | 04/09/2025     | 4. Vote on a stockholder proposal on an Independent Board Chairman                                                                                                                                                                                                                                                   | OTHER           |        998     |                0 | AGAINST     |                                  998     | FOR                         |  |
| Lennar Corp                          | 526057302 | 04/09/2025     | 5. Vote on a stockholder proposal requesting disclosure on how the Company intends to reduce greenhouse gas emissions.                                                                                                                                                                                               | OTHER           |        998     |                0 | AGAINST     |                                  998     | FOR                         |  |
| Lennar Corp                          | 526057302 | 04/09/2025     | 6. Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQIA+ equity and inclusion efforts in its human capital management strategy.                                                                                                                                                       | OTHER           |        998     |                0 | AGAINST     |                                  998     | FOR                         |  |
| Pfizer Inc                           | 717081103 | 04/24/2025     | 1. Election of Directors: 1a. Ronald E. Blaylock                                                                                                                                                                                                                                                                     | OTHER           |       1500     |                0 | FOR         |                                 1500     | FOR                         |  |
| Pfizer Inc                           | 717081103 | 04/24/2025     | 1. Election of Directors: 1b. Alber Bourla                                                                                                                                                                                                                                                                           | OTHER           |       1500     |                0 | FOR         |                                 1500     | FOR                         |  |
| Pfizer Inc                           | 717081103 | 04/24/2025     | 1. Election of Directors: 1c. Mortimer J. Buckley                                                                                                                                                                                                                                                                    | OTHER           |       1500     |                0 | FOR         |                                 1500     | FOR                         |  |
| Pfizer Inc                           | 717081103 | 04/24/2025     | 1. Election of Directors: 1d. Susan Desmond-Hollmann                                                                                                                                                                                                                                                                 | OTHER           |       1500     |                0 | FOR         |                                 1500     | FOR                         |  |
| Pfizer Inc                           | 717081103 | 04/24/2025     | 1. Election of Directors: 1e. Joseph J. Echevarria                                                                                                                                                                                                                                                                   | OTHER           |       1500     |                0 | FOR         |                                 1500     | FOR                         |  |
| Pfizer Inc                           | 717081103 | 04/24/2025     | 1. Election of Directors: 1f. Scott Gottlieb                                                                                                                                                                                                                                                                         | OTHER           |       1500     |                0 | FOR         |                                 1500     | FOR                         |  |
| Pfizer Inc                           | 717081103 | 04/24/2025     | 1. Election of Directors: 1g. Susan Hockfield                                                                                                                                                                                                                                                                        | OTHER           |       1500     |                0 | FOR         |                                 1500     | FOR                         |  |
| Pfizer Inc                           | 717081103 | 04/24/2025     | 1. Election of Directors: 1h. Dan R. Littman                                                                                                                                                                                                                                                                         | OTHER           |       1500     |                0 | FOR         |                                 1500     | FOR                         |  |
| Pfizer Inc                           | 717081103 | 04/24/2025     | 1. Election of Directors: 1i. Shantanu Narayen                                                                                                                                                                                                                                                                       | OTHER           |       1500     |                0 | FOR         |                                 1500     | FOR                         |  |
| Pfizer Inc                           | 717081103 | 04/24/2025     | 1. Election of Directors: 1j. Suzanna Nora Johnson                                                                                                                                                                                                                                                                   | OTHER           |       1500     |                0 | FOR         |                                 1500     | FOR                         |  |
| Pfizer Inc                           | 717081103 | 04/24/2025     | 1. Election of Directors: 1k. James Quincey                                                                                                                                                                                                                                                                          | OTHER           |       1500     |                0 | FOR         |                                 1500     | FOR                         |  |
| Pfizer Inc                           | 717081103 | 04/24/2025     | 1. Election of Directors: 1l. James C. Smith                                                                                                                                                                                                                                                                         | OTHER           |       1500     |                0 | FOR         |                                 1500     | FOR                         |  |
| Pfizer Inc                           | 717081103 | 04/24/2025     | 1. Election of Directors: 1m. Cyrus Taraporevala                                                                                                                                                                                                                                                                     | OTHER           |       1500     |                0 | FOR         |                                 1500     | FOR                         |  |
| Pfizer Inc                           | 717081103 | 04/24/2025     | 2. Ratify the selection of KPMG LLP as independent registered public accounting firm for 2025.                                                                                                                                                                                                                       | OTHER           |       1500     |                0 | FOR         |                                 1500     | FOR                         |  |
| Pfizer Inc                           | 717081103 | 04/24/2025     | 3. 2025 advisory approval of executive compensation.                                                                                                                                                                                                                                                                 | OTHER           |       1500     |                0 | FOR         |                                 1500     | FOR                         |  |
| Pfizer Inc                           | 717081103 | 04/24/2025     | 4. Shareholder Vote Regarding Golden Parachutes                                                                                                                                                                                                                                                                      | OTHER           |       1500     |                0 | AGAINST     |                                 1500     | FOR                         |  |
| Pfizer Inc                           | 717081103 | 04/24/2025     | 5. Issue a Report Evaluating the Risks Related to Religious Discrimination Against Employees.                                                                                                                                                                                                                        | OTHER           |       1500     |                0 | AGAINST     |                                 1500     | FOR                         |  |
| Stanley Black  Decker, Inc.          | 854502101 | 04/25/2025     | 1a. Election of Director: Donald Allan Jr.                                                                                                                                                                                                                                                                           | OTHER           |        125     |                0 | FOR         |                                  125     | FOR                         |  |
| Stanley Black  Decker, Inc.          | 854502101 | 04/25/2025     | 1b. Election of Director: Andrea J Ayers                                                                                                                                                                                                                                                                             | OTHER           |        125     |                0 | FOR         |                                  125     | FOR                         |  |
| Stanley Black  Decker, Inc.          | 854502101 | 04/25/2025     | 1c. Election of Director: Susan K Carter                                                                                                                                                                                                                                                                             | OTHER           |        125     |                0 | FOR         |                                  125     | FOR                         |  |
| Stanley Black  Decker, Inc.          | 854502101 | 04/25/2025     | 1d. Election of Director: Debra A Crew                                                                                                                                                                                                                                                                               | OTHER           |        125     |                0 | FOR         |                                  125     | FOR                         |  |
| Stanley Black  Decker, Inc.          | 854502101 | 04/25/2025     | 1e. Election of Director:John L Garrison Jr.                                                                                                                                                                                                                                                                         | OTHER           |        125     |                0 | FOR         |                                  125     | FOR                         |  |
| Stanley Black  Decker, Inc.          | 854502101 | 04/25/2025     | 1f. Election of Director:Michael D. Hankin                                                                                                                                                                                                                                                                           | OTHER           |        125     |                0 | FOR         |                                  125     | FOR                         |  |
| Stanley Black  Decker, Inc.          | 854502101 | 04/25/2025     | 1g. Election of Director: Robert J. Manning                                                                                                                                                                                                                                                                          | OTHER           |        125     |                0 | FOR         |                                  125     | FOR                         |  |
| Stanley Black  Decker, Inc.          | 854502101 | 04/25/2025     | 1h. Election of Director: Adrian V. Mitchell                                                                                                                                                                                                                                                                         | OTHER           |        125     |                0 | FOR         |                                  125     | FOR                         |  |
| Stanley Black  Decker, Inc.          | 854502101 | 04/25/2025     | 1i. Election of Director: Jane M. Palmier                                                                                                                                                                                                                                                                            | OTHER           |        125     |                0 | FOR         |                                  125     | FOR                         |  |
| Stanley Black  Decker, Inc.          | 854502101 | 04/25/2025     | 2. Approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                        | OTHER           |        125     |                0 | FOR         |                                  125     | FOR                         |  |
| Stanley Black  Decker, Inc.          | 854502101 | 04/25/2025     | 3. Approve the election of Ernst  Young LLP as the Company's registered independent public accounting firm for the firscal year 2025.                                                                                                                                                                                | OTHER           |        125     |                0 | FOR         |                                  125     | FOR                         |  |
| International Business Machines Corp | 459200101 | 04/29/2025     | 1a. Election of Director for a Term of One Year: Marianna C. Brown                                                                                                                                                                                                                                                   | OTHER           |        284     |                0 | FOR         |                                  284     | FOR                         |  |
| International Business Machines Corp | 459200101 | 04/29/2025     | 1b. Election of Director for a Term of One Year: Thomas Buberl                                                                                                                                                                                                                                                       | OTHER           |        284     |                0 | FOR         |                                  284     | FOR                         |  |
| International Business Machines Corp | 459200101 | 04/29/2025     | 1c. Election of Director for a Term of One Year: David N. Farr                                                                                                                                                                                                                                                       | OTHER           |        284     |                0 | FOR         |                                  284     | FOR                         |  |
| International Business Machines Corp | 459200101 | 04/29/2025     | 1d. Election of Director for a Term of One Year: Alex Gorsky                                                                                                                                                                                                                                                         | OTHER           |        284     |                0 | FOR         |                                  284     | FOR                         |  |
| International Business Machines Corp | 459200101 | 04/29/2025     | 1e. Election of Director for a Term of One Year: Michelle J. Howard                                                                                                                                                                                                                                                  | OTHER           |        284     |                0 | FOR         |                                  284     | FOR                         |  |
| International Business Machines Corp | 459200101 | 04/29/2025     | 1f. Election of Director for a Term of One Year: Arvind Krishna                                                                                                                                                                                                                                                      | OTHER           |        284     |                0 | FOR         |                                  284     | FOR                         |  |
| International Business Machines Corp | 459200101 | 04/29/2025     | 1g. Election of Director for a Term of One Year: Andrew N. Liveria                                                                                                                                                                                                                                                   | OTHER           |        284     |                0 | FOR         |                                  284     | FOR                         |  |
| International Business Machines Corp | 459200101 | 04/29/2025     | 1h. Election of Director for a Term of One Year: F. William McNamm III                                                                                                                                                                                                                                               | OTHER           |        284     |                0 | FOR         |                                  284     | FOR                         |  |
| International Business Machines Corp | 459200101 | 04/29/2025     | 1i. Election of Director for a Term of One Year: Michael Miebach                                                                                                                                                                                                                                                     | OTHER           |        284     |                0 | FOR         |                                  284     | FOR                         |  |
| International Business Machines Corp | 459200101 | 04/29/2025     | 1j. Election of Director for a Term of One Year: Martha E. Pollack                                                                                                                                                                                                                                                   | OTHER           |        284     |                0 | FOR         |                                  284     | FOR                         |  |
| International Business Machines Corp | 459200101 | 04/29/2025     | 1k. Election of Director for a Term of One Year: Peter R. Voser                                                                                                                                                                                                                                                      | OTHER           |        284     |                0 | FOR         |                                  284     | FOR                         |  |
| International Business Machines Corp | 459200101 | 04/29/2025     | 1l. Election of Director for a Term of One Year: Frederick H. Waddell                                                                                                                                                                                                                                                | OTHER           |        284     |                0 | FOR         |                                  284     | FOR                         |  |
| International Business Machines Corp | 459200101 | 04/29/2025     | 1m. Election of Director for a Term of One Year: Alfred W. Zollar                                                                                                                                                                                                                                                    | OTHER           |        284     |                0 | FOR         |                                  284     | FOR                         |  |
| International Business Machines Corp | 459200101 | 04/29/2025     | 2. Ratification of Appointment of Independent Registered Public Accounting Firm.                                                                                                                                                                                                                                     | OTHER           |        284     |                0 | FOR         |                                  284     | FOR                         |  |
| International Business Machines Corp | 459200101 | 04/29/2025     | 3. Advisory Vote on Executive Compensation                                                                                                                                                                                                                                                                           | OTHER           |        284     |                0 | FOR         |                                  284     | FOR                         |  |
| International Business Machines Corp | 459200101 | 04/29/2025     | 4. Stockholder Proposal to Support Transparency in Lobbying                                                                                                                                                                                                                                                          | OTHER           |        284     |                0 | AGAINST     |                                  284     | FOR                         |  |
| International Business Machines Corp | 459200101 | 04/29/2025     | 5. Stockholder Proposal Requesting a Report on Hiring/Recruitment Discrimination                                                                                                                                                                                                                                     | OTHER           |        284     |                0 | AGAINST     |                                  284     | FOR                         |  |
| American Express Company             | 025816109 | 04/29/2025     | 1a. Election of Director for a term of one year: Michael J. Angelakis                                                                                                                                                                                                                                                | OTHER           |        250     |                0 | FOR         |                                  250     | FOR                         |  |
| American Express Company             | 025816109 | 04/29/2025     | 1b. Election of Director for a term of one year: Thomas J. Baltimore                                                                                                                                                                                                                                                 | OTHER           |        250     |                0 | FOR         |                                  250     | FOR                         |  |
| American Express Company             | 025816109 | 04/29/2025     | 1c. Election of Director for a term of one year: John J. Brennan                                                                                                                                                                                                                                                     | OTHER           |        250     |                0 | FOR         |                                  250     | FOR                         |  |
| American Express Company             | 025816109 | 04/29/2025     | 1d. Election of Director for a term of one year: Theodore J. Leonsis                                                                                                                                                                                                                                                 | OTHER           |        250     |                0 | FOR         |                                  250     | FOR                         |  |
| American Express Company             | 025816109 | 04/29/2025     | 1e. Election of Director for a term of one year: Deborah P. Majoras                                                                                                                                                                                                                                                  | OTHER           |        250     |                0 | FOR         |                                  250     | FOR                         |  |
| American Express Company             | 025816109 | 04/29/2025     | 1f. Election of Director for a term of one year: Karen L. Parkhill                                                                                                                                                                                                                                                   | OTHER           |        250     |                0 | FOR         |                                  250     | FOR                         |  |
| American Express Company             | 025816109 | 04/29/2025     | 1g. Election of Director for a term of one year: Charles E. Phillips                                                                                                                                                                                                                                                 | OTHER           |        250     |                0 | FOR         |                                  250     | FOR                         |  |
| American Express Company             | 025816109 | 04/29/2025     | 1h. Election of Director for a term of one year: Lynn A. Pike                                                                                                                                                                                                                                                        | OTHER           |        250     |                0 | FOR         |                                  250     | FOR                         |  |
| American Express Company             | 025816109 | 04/29/2025     | 1i. Election of Director for a term of one year: Stephen J. Squeri                                                                                                                                                                                                                                                   | OTHER           |        250     |                0 | FOR         |                                  250     | FOR                         |  |
| American Express Company             | 025816109 | 04/29/2025     | 1j. Election of Director for a term of one year: Daniel L. Vasella                                                                                                                                                                                                                                                   | OTHER           |        250     |                0 | FOR         |                                  250     | FOR                         |  |
| American Express Company             | 025816109 | 04/29/2025     | 1k. Election of Director for a term of one year: Lisa W. Wardell                                                                                                                                                                                                                                                     | OTHER           |        250     |                0 | FOR         |                                  250     | FOR                         |  |
| American Express Company             | 025816109 | 04/29/2025     | 1l. Election of Director for a term of one year: Christpher D. Young                                                                                                                                                                                                                                                 | OTHER           |        250     |                0 | FOR         |                                  250     | FOR                         |  |
| American Express Company             | 025816109 | 04/29/2025     | 2. Ratification of appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for 2025.                                                                                                                                                                                              | OTHER           |        250     |                0 | FOR         |                                  250     | FOR                         |  |
| American Express Company             | 025816109 | 04/29/2025     | 3. Approval, on an advisory basis, of the Company's executive compensation.                                                                                                                                                                                                                                          | OTHER           |        250     |                0 | FOR         |                                  250     | FOR                         |  |
| American Express Company             | 025816109 | 04/29/2025     | 4. Shareholder proposal relating to DEI goals in executive pa incentives.                                                                                                                                                                                                                                            | OTHER           |        250     |                0 | AGAINST     |                                  250     | FOR                         |  |
| American Express Company             | 025816109 | 04/29/2025     | 5. Shareholder proposal relating to civil liberties in advertising services.                                                                                                                                                                                                                                         | OTHER           |        250     |                0 | AGAINST     |                                  250     | FOR                         |  |
| The Williams Companies, Inc.         | 969457100 | 04/29/2025     | 1a. Election of Director for a One-Year Term: Alan S. Armstrong                                                                                                                                                                                                                                                      | OTHER           |     181187     |                0 | FOR         |                               181187     | FOR                         |  |
| The Williams Companies, Inc.         | 969457100 | 04/29/2025     | 1b. Election of Director for a One-Year Term: Stephen W. Bergstrom                                                                                                                                                                                                                                                   | OTHER           |     181187     |                0 | FOR         |                               181187     | FOR                         |  |
| The Williams Companies, Inc.         | 969457100 | 04/29/2025     | 1c. Election of Director for a One-Year Term: Michael A. Creel                                                                                                                                                                                                                                                       | OTHER           |     181187     |                0 | FOR         |                               181187     | FOR                         |  |
| The Williams Companies, Inc.         | 969457100 | 04/29/2025     | 1d. Election of Director for a One-Year Term: Stacey H. Dore                                                                                                                                                                                                                                                         | OTHER           |     181187     |                0 | FOR         |                               181187     | FOR                         |  |
| The Williams Companies, Inc.         | 969457100 | 04/29/2025     | 1e. Election of Director for a One-Year Term: Carri A. Lockhart                                                                                                                                                                                                                                                      | OTHER           |     181187     |                0 | FOR         |                               181187     | FOR                         |  |
| The Williams Companies, Inc.         | 969457100 | 04/29/2025     | 1f. Election of Director for a One-Year Term: Richard E. Muncrief                                                                                                                                                                                                                                                    | OTHER           |     181187     |                0 | FOR         |                               181187     | FOR                         |  |
| The Williams Companies, Inc.         | 969457100 | 04/29/2025     | 1g. Election of Director for a One-Year Term: Peter A. Ragauss                                                                                                                                                                                                                                                       | OTHER           |     181187     |                0 | FOR         |                               181187     | FOR                         |  |
| The Williams Companies, Inc.         | 969457100 | 04/29/2025     | 1h. Election of Director for a One-Year Term: Rose M. Robeson                                                                                                                                                                                                                                                        | OTHER           |     181187     |                0 | FOR         |                               181187     | FOR                         |  |
| The Williams Companies, Inc.         | 969457100 | 04/29/2025     | 1i. Election of Director for a One-Year Term: Scott D. Sheffield                                                                                                                                                                                                                                                     | OTHER           |     181187     |                0 | FOR         |                               181187     | FOR                         |  |
| The Williams Companies, Inc.         | 969457100 | 04/29/2025     | 1j. Election of Director for a One-Year Term: William H. Spence                                                                                                                                                                                                                                                      | OTHER           |     181187     |                0 | FOR         |                               181187     | FOR                         |  |
| The Williams Companies, Inc.         | 969457100 | 04/29/2025     | 1k. Election of Director for a One-Year Term: Jesse J. Tyson                                                                                                                                                                                                                                                         | OTHER           |     181187     |                0 | FOR         |                               181187     | FOR                         |  |
| The Williams Companies, Inc.         | 969457100 | 04/29/2025     | 2. Approve, on an Advisory basis, the Compensation of our Named Executive Officers.                                                                                                                                                                                                                                  | OTHER           |     181187     |                0 | FOR         |                               181187     | FOR                         |  |
| The Williams Companies, Inc.         | 969457100 | 04/29/2025     | 3. Ratify the Selection of Ernst  Young LLP as the Company's Independent Registered Public Accounting Firm for the Fiscal Year ending December 31, 2025.                                                                                                                                                             | OTHER           |     181187     |                0 | FOR         |                               181187     | FOR                         |  |
| Coca-Cola Company                    | 191216100 | 04/30/2025     | 1. Election of Directors 1a. Herb Allen                                                                                                                                                                                                                                                                              | OTHER           |       1000     |                0 | FOR         |                                 1000     | FOR                         |  |
| Coca-Cola Company                    | 191216100 | 04/30/2025     | 1. Election of Directors 1b. Bela Bajaria                                                                                                                                                                                                                                                                            | OTHER           |       1000     |                0 | FOR         |                                 1000     | FOR                         |  |
| Coca-Cola Company                    | 191216100 | 04/30/2025     | 1. Election of Directors 1c. Ana Botin                                                                                                                                                                                                                                                                               | OTHER           |       1000     |                0 | FOR         |                                 1000     | FOR                         |  |
| Coca-Cola Company                    | 191216100 | 04/30/2025     | 1. Election of Directors 1d. Christopher C. Davis                                                                                                                                                                                                                                                                    | OTHER           |       1000     |                0 | FOR         |                                 1000     | FOR                         |  |
| Coca-Cola Company                    | 191216100 | 04/30/2025     | 1. Election of Directors 1e. Carolyn Everson                                                                                                                                                                                                                                                                         | OTHER           |       1000     |                0 | FOR         |                                 1000     | FOR                         |  |
| Coca-Cola Company                    | 191216100 | 04/30/2025     | 1. Election of Directors 1f. Thomas S. Gayner                                                                                                                                                                                                                                                                        | OTHER           |       1000     |                0 | FOR         |                                 1000     | FOR                         |  |
| Coca-Cola Company                    | 191216100 | 04/30/2025     | 1. Election of Directors 1g. Maria Elena Lagomasino                                                                                                                                                                                                                                                                  | OTHER           |       1000     |                0 | FOR         |                                 1000     | FOR                         |  |
| Coca-Cola Company                    | 191216100 | 04/30/2025     | 1. Election of Directors 1h. Amity Millhiser                                                                                                                                                                                                                                                                         | OTHER           |       1000     |                0 | FOR         |                                 1000     | FOR                         |  |
| Coca-Cola Company                    | 191216100 | 04/30/2025     | 1. Election of Directors 1i. James Quincey                                                                                                                                                                                                                                                                           | OTHER           |       1000     |                0 | FOR         |                                 1000     | FOR                         |  |
| Coca-Cola Company                    | 191216100 | 04/30/2025     | 1. Election of Directors 1j. Caroline J. Tsay                                                                                                                                                                                                                                                                        | OTHER           |       1000     |                0 | FOR         |                                 1000     | FOR                         |  |
| Coca-Cola Company                    | 191216100 | 04/30/2025     | 1. Election of Directors 1k. David B. Weinberg                                                                                                                                                                                                                                                                       | OTHER           |       1000     |                0 | FOR         |                                 1000     | FOR                         |  |
| Coca-Cola Company                    | 191216100 | 04/30/2025     | 2. Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                  | OTHER           |       1000     |                0 | FOR         |                                 1000     | FOR                         |  |
| Coca-Cola Company                    | 191216100 | 04/30/2025     | 3. Ratify the appointment of Ernst  Young LLP as Independent Auditors of the Company to serve for the 2025 fiscal year.                                                                                                                                                                                              | OTHER           |       1000     |                0 | FOR         |                                 1000     | FOR                         |  |
| Coca-Cola Company                    | 191216100 | 04/30/2025     | 4. Vote on shareowner proposal regarding an assessment of non-sugar sweetners.                                                                                                                                                                                                                                       | OTHER           |       1000     |                0 | AGAINST     |                                 1000     | FOR                         |  |
| Coca-Cola Company                    | 191216100 | 04/30/2025     | 5. Vote on shareowner proposal regarding a report on food waste.                                                                                                                                                                                                                                                     | OTHER           |       1000     |                0 | AGAINST     |                                 1000     | FOR                         |  |
| Coca-Cola Company                    | 191216100 | 04/30/2025     | 6. Vote on shareowner proposal regarding creation of an improper influence board committee.                                                                                                                                                                                                                          | OTHER           |       1000     |                0 | AGAINST     |                                 1000     | FOR                         |  |
| Coca-Cola Company                    | 191216100 | 04/30/2025     | 7. Vote on shareowner proposal regarding DEI Goals in executive pay.                                                                                                                                                                                                                                                 | OTHER           |       1000     |                0 | AGAINST     |                                 1000     | FOR                         |  |
| Coca-Cola Company                    | 191216100 | 04/30/2025     | 8. Vote on shareowner proposal regarding a report on brand image impacts.                                                                                                                                                                                                                                            | OTHER           |       1000     |                0 | AGAINST     |                                 1000     | FOR                         |  |
| Coca-Cola Company                    | 191216100 | 04/30/2025     | 9. Vote on shareowner proposal regarding a report on civil liberties in advertising services.                                                                                                                                                                                                                        | OTHER           |       1000     |                0 | AGAINST     |                                 1000     | FOR                         |  |
| Duke Energy Corporation              | 26441C204 | 05/01/2025     | 1a. Election of Director: Derrick Burks                                                                                                                                                                                                                                                                              | OTHER           |        333     |                0 | FOR         |                                  333     | FOR                         |  |
| Duke Energy Corporation              | 26441C204 | 05/01/2025     | 1b. Election of Director: Annette K. Clayton                                                                                                                                                                                                                                                                         | OTHER           |        333     |                0 | FOR         |                                  333     | FOR                         |  |
| Duke Energy Corporation              | 26441C204 | 05/01/2025     | 1c. Election of Director: Theodore F. Craver Jr.                                                                                                                                                                                                                                                                     | OTHER           |        333     |                0 | FOR         |                                  333     | FOR                         |  |
| Duke Energy Corporation              | 26441C204 | 05/01/2025     | 1d. Election of Director: Robert M. Davis                                                                                                                                                                                                                                                                            | OTHER           |        333     |                0 | FOR         |                                  333     | FOR                         |  |
| Duke Energy Corporation              | 26441C204 | 05/01/2025     | 1e. Election of Director: Caroline Dorsa                                                                                                                                                                                                                                                                             | OTHER           |        333     |                0 | FOR         |                                  333     | FOR                         |  |
| Duke Energy Corporation              | 26441C204 | 05/01/2025     | 1f. Election of Director: W. Roy Dunbar                                                                                                                                                                                                                                                                              | OTHER           |        333     |                0 | FOR         |                                  333     | FOR                         |  |
| Duke Energy Corporation              | 26441C204 | 05/01/2025     | 1g. Election of Director: John T. Herron                                                                                                                                                                                                                                                                             | OTHER           |        333     |                0 | FOR         |                                  333     | FOR                         |  |
| Duke Energy Corporation              | 26441C204 | 05/01/2025     | 1h. Election of Director: John T. Harron                                                                                                                                                                                                                                                                             | OTHER           |        333     |                0 | FOR         |                                  333     | FOR                         |  |
| Duke Energy Corporation              | 26441C204 | 05/01/2025     | 1i. Election of Director: Idalene F. Kesner                                                                                                                                                                                                                                                                          | OTHER           |        333     |                0 | FOR         |                                  333     | FOR                         |  |
| Duke Energy Corporation              | 26441C204 | 05/01/2025     | 1j. Election of Director: E. Marie McKee                                                                                                                                                                                                                                                                             | OTHER           |        333     |                0 | FOR         |                                  333     | FOR                         |  |
| Duke Energy Corporation              | 26441C204 | 05/01/2025     | 1k. Election of Director: Michael J. Pacilio                                                                                                                                                                                                                                                                         | OTHER           |        333     |                0 | FOR         |                                  333     | FOR                         |  |
| Duke Energy Corporation              | 26441C204 | 05/01/2025     | 1l. Election of Director: Harry K. Sideria                                                                                                                                                                                                                                                                           | OTHER           |        333     |                0 | FOR         |                                  333     | FOR                         |  |
| Duke Energy Corporation              | 26441C204 | 05/01/2025     | 1m. Election of Director: Thomas E. Skains                                                                                                                                                                                                                                                                           | OTHER           |        333     |                0 | FOR         |                                  333     | FOR                         |  |
| Duke Energy Corporation              | 26441C204 | 05/01/2025     | 1n. Election of Director: William E. Webster Jr.                                                                                                                                                                                                                                                                     | OTHER           |        333     |                0 | FOR         |                                  333     | FOR                         |  |
| Duke Energy Corporation              | 26441C204 | 05/01/2025     | 2. Ratification of Deloitte  Touche LLP as Duke Energy's independent registered public accounting firm for 2025                                                                                                                                                                                                      | OTHER           |        333     |                0 | FOR         |                                  333     | FOR                         |  |
| Duke Energy Corporation              | 26441C204 | 05/01/2025     | 3. Advisory vote to approve Duke Energy's named executive officer compensation.                                                                                                                                                                                                                                      | OTHER           |        333     |                0 | FOR         |                                  333     | FOR                         |  |
| Duke Energy Corporation              | 26441C204 | 05/01/2025     | 4. Shareholder proposal regarding support simple majority vote                                                                                                                                                                                                                                                       | OTHER           |        333     |                0 | FOR         |                                  333     | FOR                         |  |
| Duke Energy Corporation              | 26441C204 | 05/01/2025     | 5. Shareholder proposal regarding a net-zero audit.                                                                                                                                                                                                                                                                  | OTHER           |        333     |                0 | AGAINST     |                                  333     | FOR                         |  |
| Berkshire Hathaway Inc.              | 084670702 | 05/03/2025     | 1. Election of Directors Nominees: 01 Warren E. Buffett, 02 Gregory E. Abel, 03 Howard G. Buffet, 04 Susan A. Buffett, 05 Stephen B. Burke, 06 Kenneth I. Chenault, 07 Christopher C. Davis, 08 Susan L. Decker, 09 Charlotte Guyman, 10 Ajit Jain, 11 Thomas S. Murphy Jr., 12 Wallace R. Weitz, 13 Meryl B. Witmer | OTHER           |     105778     |                0 | FOR         |                               105778     | FOR                         |  |
| Berkshire Hathaway Inc.              | 084670702 | 05/03/2025     | 2. Shareholder proposal requesting that the Company publish a report regarding the costs and benefits of Berkshire Hathaway Energy's voluntary environmental activities.                                                                                                                                             | OTHER           |     105778     |                0 | AGAINST     |                               105778     | FOR                         |  |
| Berkshire Hathaway Inc.              | 084670702 | 05/03/2025     | 3. Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio.                                                                                                                                                                                                                            | OTHER           |     105778     |                0 | AGAINST     |                               105778     | FOR                         |  |
| Berkshire Hathaway Inc.              | 084670702 | 05/03/2025     | 4. Shareholder proposal requesting that the Company issue a civil rights and non-discrimination board.                                                                                                                                                                                                               | OTHER           |     105778     |                0 | AGAINST     |                               105778     | FOR                         |  |
| Berkshire Hathaway Inc.              | 084670702 | 05/03/2025     | 5. Shareholder proposal requesting that the Board of Directors oversee an independent racial discrimnation audit.                                                                                                                                                                                                    | OTHER           |     105778     |                0 | AGAINST     |                               105778     | FOR                         |  |
| Berkshire Hathaway Inc.              | 084670702 | 05/03/2025     | 6. Shareholder proposal requesting that the Company designate a Board Committee to oversee the Company's diversity and inclusion strategy.                                                                                                                                                                           | OTHER           |     105778     |                0 | AGAINST     |                               105778     | FOR                         |  |
| Berkshire Hathaway Inc.              | 084670702 | 05/03/2025     | 7. Shareholder proposal requesting that the Company annually disclose its clean energy financing ratio.                                                                                                                                                                                                              | OTHER           |     105778     |                0 | AGAINST     |                               105778     | FOR                         |  |
| Berkshire Hathaway Inc.              | 084670702 | 05/03/2025     | 8. Shareholder proposal requesting that the Board charter a new committee of independent directors to address risks associated with the development and eployment of AI across the Company's operations.                                                                                                             | OTHER           |     105778     |                0 | AGAINST     |                               105778     | FOR                         |  |
| Ally Financial Inc.                  | 02005N100 | 05/06/2025     | 1a. Election of Director: Franklin W. Hobbs                                                                                                                                                                                                                                                                          | OTHER           |     145120     |                0 | FOR         |                               145120     | FOR                         |  |
| Ally Financial Inc.                  | 02005N100 | 05/06/2025     | 1b. Election of Director: William H. Cary                                                                                                                                                                                                                                                                            | OTHER           |     145120     |                0 | FOR         |                               145120     | FOR                         |  |
| Ally Financial Inc.                  | 02005N100 | 05/06/2025     | 1c. Election of Director: Mayree C. Clark                                                                                                                                                                                                                                                                            | OTHER           |     145120     |                0 | FOR         |                               145120     | FOR                         |  |
| Ally Financial Inc.                  | 02005N100 | 05/06/2025     | 1d. Election of Director: Kim S. Fennebresque                                                                                                                                                                                                                                                                        | OTHER           |     145120     |                0 | FOR         |                               145120     | FOR                         |  |
| Ally Financial Inc.                  | 02005N100 | 05/06/2025     | 1e. Election of Director: Thomas P. Gibbons                                                                                                                                                                                                                                                                          | OTHER           |     145120     |                0 | FOR         |                               145120     | FOR                         |  |
| Ally Financial Inc.                  | 02005N100 | 05/06/2025     | 1f. Election of Director: Michelle J. Goldberg                                                                                                                                                                                                                                                                       | OTHER           |     145120     |                0 | FOR         |                               145120     | FOR                         |  |
| Ally Financial Inc.                  | 02005N100 | 05/06/2025     | 1g. Election of Director: Majorie Magner                                                                                                                                                                                                                                                                             | OTHER           |     145120     |                0 | FOR         |                               145120     | FOR                         |  |
| Ally Financial Inc.                  | 02005N100 | 05/06/2025     | 1h. Election of Director: David Reilly                                                                                                                                                                                                                                                                               | OTHER           |     145120     |                0 | FOR         |                               145120     | FOR                         |  |
| Ally Financial Inc.                  | 02005N100 | 05/06/2025     | 1i. Election of Director: Michael G. Rhodes                                                                                                                                                                                                                                                                          | OTHER           |     145120     |                0 | FOR         |                               145120     | FOR                         |  |
| Ally Financial Inc.                  | 02005N100 | 05/06/2025     | 1j. Election of Director: Brian H. Sharples                                                                                                                                                                                                                                                                          | OTHER           |     145120     |                0 | FOR         |                               145120     | FOR                         |  |
| Ally Financial Inc.                  | 02005N100 | 05/06/2025     | 2. Advisory vote on executive compensation.                                                                                                                                                                                                                                                                          | OTHER           |     145120     |                0 | FOR         |                               145120     | FOR                         |  |
| Ally Financial Inc.                  | 02005N100 | 05/06/2025     | 3. Ratification of the Audit Committee's engagement of Deloitte  Touche LLP as the Company's independent registered public accounting firm for 2025.                                                                                                                                                                 | OTHER           |     145120     |                0 | FOR         |                               145120     | FOR                         |  |
| Colgate-Palmolive Company            | 194162103 | 05/09/2025     | 1a. Election of Director: John P. Bilbrey                                                                                                                                                                                                                                                                            | OTHER           |        850     |                0 | FOR         |                                  850     | FOR                         |  |
| Colgate-Palmolive Company            | 194162103 | 05/09/2025     | 1b. Election of Director: John T. Cahill                                                                                                                                                                                                                                                                             | OTHER           |        850     |                0 | FOR         |                                  850     | FOR                         |  |
| Colgate-Palmolive Company            | 194162103 | 05/09/2025     | 1c. Election of Director: Steven A. Cahillane                                                                                                                                                                                                                                                                        | OTHER           |        850     |                0 | FOR         |                                  850     | FOR                         |  |
| Colgate-Palmolive Company            | 194162103 | 05/09/2025     | 1d. Election of Director: Lisa M. Edwards                                                                                                                                                                                                                                                                            | OTHER           |        850     |                0 | FOR         |                                  850     | FOR                         |  |
| Colgate-Palmolive Company            | 194162103 | 05/09/2025     | 1e. Election of Director: C. Martin Harris                                                                                                                                                                                                                                                                           | OTHER           |        850     |                0 | FOR         |                                  850     | FOR                         |  |
| Colgate-Palmolive Company            | 194162103 | 05/09/2025     | 1f. Election of Director: Martina Hund-Mejean                                                                                                                                                                                                                                                                        | OTHER           |        850     |                0 | FOR         |                                  850     | FOR                         |  |
| Colgate-Palmolive Company            | 194162103 | 05/09/2025     | 1g. Election of Director: Kimberly A. Nelson                                                                                                                                                                                                                                                                         | OTHER           |        850     |                0 | FOR         |                                  850     | FOR                         |  |
| Colgate-Palmolive Company            | 194162103 | 05/09/2025     | 1h. Election of Director: Brian O. Newman                                                                                                                                                                                                                                                                            | OTHER           |        850     |                0 | FOR         |                                  850     | FOR                         |  |
| Colgate-Palmolive Company            | 194162103 | 05/09/2025     | 1i. Election of Director: Lorrie M. Norrington                                                                                                                                                                                                                                                                       | OTHER           |        850     |                0 | FOR         |                                  850     | FOR                         |  |
| Colgate-Palmolive Company            | 194162103 | 05/09/2025     | 1j. Election of Director: Noel Wallace                                                                                                                                                                                                                                                                               | OTHER           |        850     |                0 | FOR         |                                  850     | FOR                         |  |
| Colgate-Palmolive Company            | 194162103 | 05/09/2025     | 2. Ratify selection of PricewaterhouseCoopers LLP as Colgate's independent registered public accounting firm.                                                                                                                                                                                                        | OTHER           |        850     |                0 | FOR         |                                  850     | FOR                         |  |
| Colgate-Palmolive Company            | 194162103 | 05/09/2025     | 3. Advisory Vote on Executive Compensation                                                                                                                                                                                                                                                                           | OTHER           |        850     |                0 | FOR         |                                  850     | FOR                         |  |
| Colgate-Palmolive Company            | 194162103 | 05/09/2025     | 4. Stockholder proposal entitled "Support an independent Board Chairman"                                                                                                                                                                                                                                             | OTHER           |        850     |                0 | AGAINST     |                                  850     | FOR                         |  |
| Colgate-Palmolive Company            | 194162103 | 05/09/2025     | 5. Stockholder proposal entitled "Revisit plastic packaging policies"                                                                                                                                                                                                                                                | OTHER           |        850     |                0 | AGAINST     |                                  850     | FOR                         |  |
| Stryker Corporation                  | 863667101 | 05/08/2025     | 1a. Election of Director: Mary K. Brainart                                                                                                                                                                                                                                                                           | OTHER           |        475     |                0 | FOR         |                                  475     | FOR                         |  |
| Stryker Corporation                  | 863667101 | 05/08/2025     | 1b. Election of Director: Giovanni Caforio MD                                                                                                                                                                                                                                                                        | OTHER           |        475     |                0 | FOR         |                                  475     | FOR                         |  |
| Stryker Corporation                  | 863667101 | 05/08/2025     | 1c. Election of Director: Kevin A. Lobo (Chair of the Board, Chief Executive fficer and President)                                                                                                                                                                                                                   | OTHER           |        475     |                0 | FOR         |                                  475     | FOR                         |  |
| Stryker Corporation                  | 863667101 | 05/08/2025     | 1d. Election of Director: Emmanual P. Maceda                                                                                                                                                                                                                                                                         | OTHER           |        475     |                0 | FOR         |                                  475     | FOR                         |  |
| Stryker Corporation                  | 863667101 | 05/08/2025     | 1e. Election of Director: Sherilyn S. McCoy (Lead Independent Director)                                                                                                                                                                                                                                              | OTHER           |        475     |                0 | FOR         |                                  475     | FOR                         |  |
| Stryker Corporation                  | 863667101 | 05/08/2025     | 1f. Election of Director: Rachel M. Ruggeri                                                                                                                                                                                                                                                                          | OTHER           |        475     |                0 | FOR         |                                  475     | FOR                         |  |
| Stryker Corporation                  | 863667101 | 05/08/2025     | 1g. Election of Director: Andrew K. Silvernail                                                                                                                                                                                                                                                                       | OTHER           |        475     |                0 | FOR         |                                  475     | FOR                         |  |
| Stryker Corporation                  | 863667101 | 05/08/2025     | 1h. Election of Director: Lisa M. Skeete Tatum                                                                                                                                                                                                                                                                       | OTHER           |        475     |                0 | FOR         |                                  475     | FOR                         |  |
| Stryker Corporation                  | 863667101 | 05/08/2025     | 1i. Election of Director: Ronda E. Stryker                                                                                                                                                                                                                                                                           | OTHER           |        475     |                0 | FOR         |                                  475     | FOR                         |  |
| Stryker Corporation                  | 863667101 | 05/08/2025     | 1j. Election of Director: Rajeev Suri                                                                                                                                                                                                                                                                                | OTHER           |        475     |                0 | FOR         |                                  475     | FOR                         |  |
| Stryker Corporation                  | 863667101 | 05/08/2025     | 2. Ratificaito nof Appointment of Ernst  Young LLP as Our Independent Registered Public Accounting Firm for 2025                                                                                                                                                                                                     | OTHER           |        475     |                0 | FOR         |                                  475     | FOR                         |  |
| Stryker Corporation                  | 863667101 | 05/08/2025     | 3. Approval of the 2011 Long-Term Incentive Plan, as Amended and Restated                                                                                                                                                                                                                                            | OTHER           |        475     |                0 | FOR         |                                  475     | FOR                         |  |
| Stryker Corporation                  | 863667101 | 05/08/2025     | 4. Approval of the 2011 Performance Incentive Award Plan, as Amended and Restated                                                                                                                                                                                                                                    | OTHER           |        475     |                0 | FOR         |                                  475     | FOR                         |  |
| Stryker Corporation                  | 863667101 | 05/08/2025     | 5. Approval of the 2008 Stock Purchase Plan, as Amended and Restated                                                                                                                                                                                                                                                 | OTHER           |        475     |                0 | FOR         |                                  475     | FOR                         |  |
| Stryker Corporation                  | 863667101 | 05/08/2025     | 6. Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                     | OTHER           |        475     |                0 | FOR         |                                  475     | FOR                         |  |
| Stryker Corporation                  | 863667101 | 05/08/2025     | 7. Shareholder Proposal to Support Transparency in Political Spending.                                                                                                                                                                                                                                               | OTHER           |        475     |                0 | AGAINST     |                                  475     | FOR                         |  |
| Occidental Petroleum Corporation     | 674599105 | 05/02/2025     | 1a. Election of Director: Vicky A. Bailey                                                                                                                                                                                                                                                                            | OTHER           |     114905     |                0 | FOR         |                               114905     | FOR                         |  |
| Occidental Petroleum Corporation     | 674599105 | 05/02/2025     | 1b. Election of Director: Andrew Gould                                                                                                                                                                                                                                                                               | OTHER           |     114905     |                0 | FOR         |                               114905     | FOR                         |  |
| Occidental Petroleum Corporation     | 674599105 | 05/02/2025     | 1c. Election of Director: Carlos M. Gutierrez                                                                                                                                                                                                                                                                        | OTHER           |     114905     |                0 | FOR         |                               114905     | FOR                         |  |
| Occidental Petroleum Corporation     | 674599105 | 05/02/2025     | 1d. Election of Director: Vicki Hollub                                                                                                                                                                                                                                                                               | OTHER           |     114905     |                0 | FOR         |                               114905     | FOR                         |  |
| Occidental Petroleum Corporation     | 674599105 | 05/02/2025     | 1e. Election of Director: William R. Klesse                                                                                                                                                                                                                                                                          | OTHER           |     114905     |                0 | FOR         |                               114905     | FOR                         |  |
| Occidental Petroleum Corporation     | 674599105 | 05/02/2025     | 1f. Election of Director: Jack B. Moore                                                                                                                                                                                                                                                                              | OTHER           |     114905     |                0 | FOR         |                               114905     | FOR                         |  |
| Occidental Petroleum Corporation     | 674599105 | 05/02/2025     | 1g. Election of Director: Claire O'Neill                                                                                                                                                                                                                                                                             | OTHER           |     114905     |                0 | FOR         |                               114905     | FOR                         |  |
| Occidental Petroleum Corporation     | 674599105 | 05/02/2025     | 1h. Election of Director: Avedick B. Poladian                                                                                                                                                                                                                                                                        | OTHER           |     114905     |                0 | FOR         |                               114905     | FOR                         |  |
| Occidental Petroleum Corporation     | 674599105 | 05/02/2025     | 1i. Election of Director: Kenneth B. Robinson                                                                                                                                                                                                                                                                        | OTHER           |     114905     |                0 | FOR         |                               114905     | FOR                         |  |
| Occidental Petroleum Corporation     | 674599105 | 05/02/2025     | 1j. Election of Director: Robert M. Shearer                                                                                                                                                                                                                                                                          | OTHER           |     114905     |                0 | FOR         |                               114905     | FOR                         |  |
| Occidental Petroleum Corporation     | 674599105 | 05/02/2025     | 2. Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                     | OTHER           |     114905     |                0 | FOR         |                               114905     | FOR                         |  |
| Occidental Petroleum Corporation     | 674599105 | 05/02/2025     | 3. Ratification of Selection of KPMG as Occidental's Independent Auditor                                                                                                                                                                                                                                             | OTHER           |     114905     |                0 | FOR         |                               114905     | FOR                         |  |
| Occidental Petroleum Corporation     | 674599105 | 05/02/2025     | 4. Approval of Occidental's Amended and Restate 2015 Long-Term Incentive Plan                                                                                                                                                                                                                                        | OTHER           |     114905     |                0 | FOR         |                               114905     | FOR                         |  |
| Prudential Financial, Inc.           | 744320102 | 05/13/2025     | 1a. Election of Director: Gilbert F. Casellas                                                                                                                                                                                                                                                                        | OTHER           |        140     |                0 | FOR         |                                  140     | FOR                         |  |
| Prudential Financial, Inc.           | 744320102 | 05/13/2025     | 1b. Election of Director: Carmine DiSibio                                                                                                                                                                                                                                                                            | OTHER           |        140     |                0 | FOR         |                                  140     | FOR                         |  |
| Prudential Financial, Inc.           | 744320102 | 05/13/2025     | 1c. Election of Director: Martina Hund-Mejean                                                                                                                                                                                                                                                                        | OTHER           |        140     |                0 | FOR         |                                  140     | FOR                         |  |
| Prudential Financial, Inc.           | 744320102 | 05/13/2025     | 1d. Election of Director: Wendy E. Jones                                                                                                                                                                                                                                                                             | OTHER           |        140     |                0 | FOR         |                                  140     | FOR                         |  |
| Prudential Financial, Inc.           | 744320102 | 05/13/2025     | 1e. Election of Director: Charles F. Lowrey                                                                                                                                                                                                                                                                          | OTHER           |        140     |                0 | FOR         |                                  140     | FOR                         |  |
| Prudential Financial, Inc.           | 744320102 | 05/13/2025     | 1f. Election of Director: Sandra Pinalto                                                                                                                                                                                                                                                                             | OTHER           |        140     |                0 | FOR         |                                  140     | FOR                         |  |
| Prudential Financial, Inc.           | 744320102 | 05/13/2025     | 1g. Election of Director: Christine A. Poon                                                                                                                                                                                                                                                                          | OTHER           |        140     |                0 | FOR         |                                  140     | FOR                         |  |
| Prudential Financial, Inc.           | 744320102 | 05/13/2025     | 1h. Election of Director: Andrew F. Sullivan                                                                                                                                                                                                                                                                         | OTHER           |        140     |                0 | FOR         |                                  140     | FOR                         |  |
| Prudential Financial, Inc.           | 744320102 | 05/13/2025     | 1i. Election of Director: Michael A. Todman                                                                                                                                                                                                                                                                          | OTHER           |        140     |                0 | FOR         |                                  140     | FOR                         |  |
| Prudential Financial, Inc.           | 744320102 | 05/13/2025     | 2. Ratification of the appointment of PricewaterhouseCoopers LLP as our independent registered public acounting firm for 2025                                                                                                                                                                                        | OTHER           |        140     |                0 | FOR         |                                  140     | FOR                         |  |
| Prudential Financial, Inc.           | 744320102 | 05/13/2025     | 3. Advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                                     | OTHER           |        140     |                0 | FOR         |                                  140     | FOR                         |  |
| Prudential Financial, Inc.           | 744320102 | 05/13/2025     | 4. Shareholder proposal regarding an Independent Board Chairman                                                                                                                                                                                                                                                      | OTHER           |        140     |                0 | AGAINST     |                                  140     | FOR                         |  |
| Intel Corporation                    | 458140100 | 05/06/2025     | 1a. Election of Director: James J. Goetz                                                                                                                                                                                                                                                                             | OTHER           |       1387     |                0 | FOR         |                                 1387     | FOR                         |  |
| Intel Corporation                    | 458140100 | 05/06/2025     | 1b. Election of Director: Andrew J. Goldsmith                                                                                                                                                                                                                                                                        | OTHER           |       1387     |                0 | FOR         |                                 1387     | FOR                         |  |
| Intel Corporation                    | 458140100 | 05/06/2025     | 1c. Election of Director: Alyssa H. Henry                                                                                                                                                                                                                                                                            | OTHER           |       1387     |                0 | FOR         |                                 1387     | FOR                         |  |
| Intel Corporation                    | 458140100 | 05/06/2025     | 1d. Election of Director: Eric Meurice                                                                                                                                                                                                                                                                               | OTHER           |       1387     |                0 | FOR         |                                 1387     | FOR                         |  |
| Intel Corporation                    | 458140100 | 05/06/2025     | 1e. Election of Director: Barbara G. Novick                                                                                                                                                                                                                                                                          | OTHER           |       1387     |                0 | FOR         |                                 1387     | FOR                         |  |
| Intel Corporation                    | 458140100 | 05/06/2025     | 1f. Election of Director: Steve Sanghi                                                                                                                                                                                                                                                                               | OTHER           |       1387     |                0 | FOR         |                                 1387     | FOR                         |  |
| Intel Corporation                    | 458140100 | 05/06/2025     | 1g. Election of Director: Gregory D. Smith                                                                                                                                                                                                                                                                           | OTHER           |       1387     |                0 | FOR         |                                 1387     | FOR                         |  |
| Intel Corporation                    | 458140100 | 05/06/2025     | 1h. Election of Director: Stacy J. Smith                                                                                                                                                                                                                                                                             | OTHER           |       1387     |                0 | FOR         |                                 1387     | FOR                         |  |
| Intel Corporation                    | 458140100 | 05/06/2025     | 1i. Election of Director: Lip-Bu Tan                                                                                                                                                                                                                                                                                 | OTHER           |       1387     |                0 | FOR         |                                 1387     | FOR                         |  |
| Intel Corporation                    | 458140100 | 05/06/2025     | 1j. Election of Director: Dion J. Weisler                                                                                                                                                                                                                                                                            | OTHER           |       1387     |                0 | FOR         |                                 1387     | FOR                         |  |
| Intel Corporation                    | 458140100 | 05/06/2025     | 1k. Election of Director: Frank D. Yeary                                                                                                                                                                                                                                                                             | OTHER           |       1387     |                0 | FOR         |                                 1387     | FOR                         |  |
| Intel Corporation                    | 458140100 | 05/06/2025     | 2. Ratification of selction of independent registered public accounting firm.                                                                                                                                                                                                                                        | OTHER           |       1387     |                0 | FOR         |                                 1387     | FOR                         |  |
| Intel Corporation                    | 458140100 | 05/06/2025     | 3. Advisory vote on executive compensation                                                                                                                                                                                                                                                                           | OTHER           |       1387     |                0 | FOR         |                                 1387     | FOR                         |  |
| Intel Corporation                    | 458140100 | 05/06/2025     | 4. Approval of amendment and restatement of the 2006 Equity Incentive Plan                                                                                                                                                                                                                                           | OTHER           |       1387     |                0 | FOR         |                                 1387     | FOR                         |  |
| Intel Corporation                    | 458140100 | 05/06/2025     | 5. Stockholder proposal requesting a report on an ethical impact assessment, if properly presented at the meeting.                                                                                                                                                                                                   | OTHER           |       1387     |                0 | AGAINST     |                                 1387     | FOR                         |  |
| Intel Corporation                    | 458140100 | 05/06/2025     | 6. Stockholder proposal requesting a report on charitable giving, ir properly presented at the meeting.                                                                                                                                                                                                              | OTHER           |       1387     |                0 | AGAINST     |                                 1387     | FOR                         |  |
| Intel Corporation                    | 458140100 | 05/06/2025     | 7. Stockholder proposal requesting shareholder right to act by written consent, if properly presented at the meeting                                                                                                                                                                                                 | OTHER           |       1387     |                0 | AGAINST     |                                 1387     | FOR                         |  |
| One Gas, Inc.                        | 68235P108 | 05/22/2025     | 1.1 Election of Director: John W. Givson                                                                                                                                                                                                                                                                             | OTHER           |        375     |                0 | FOR         |                                  375     | FOR                         |  |
| One Gas, Inc.                        | 68235P108 | 05/22/2025     | 1.2 Election of Director: Tracy E. Hart                                                                                                                                                                                                                                                                              | OTHER           |        375     |                0 | FOR         |                                  375     | FOR                         |  |
| One Gas, Inc.                        | 68235P108 | 05/22/2025     | 1.3 Election of Director: Deborah A P Horsman                                                                                                                                                                                                                                                                        | OTHER           |        375     |                0 | FOR         |                                  375     | FOR                         |  |
| One Gas, Inc.                        | 68235P108 | 05/22/2025     | 1.4 Election of Director: Michael G. Hutchinson                                                                                                                                                                                                                                                                      | OTHER           |        375     |                0 | FOR         |                                  375     | FOR                         |  |
| One Gas, Inc.                        | 68235P108 | 05/22/2025     | 1.5 Election of Director: Robert S. McAnnally                                                                                                                                                                                                                                                                        | OTHER           |        375     |                0 | FOR         |                                  375     | FOR                         |  |
| One Gas, Inc.                        | 68235P108 | 05/22/2025     | 1.6 Election of Director: Sanjay D. Meshri                                                                                                                                                                                                                                                                           | OTHER           |        375     |                0 | FOR         |                                  375     | FOR                         |  |
| One Gas, Inc.                        | 68235P108 | 05/22/2025     | 1.7 Election of Director: Pattye L. Moore                                                                                                                                                                                                                                                                            | OTHER           |        375     |                0 | FOR         |                                  375     | FOR                         |  |
| One Gas, Inc.                        | 68235P108 | 05/22/2025     | 1.8 Election of Director: Eduardo A. Rodriguez                                                                                                                                                                                                                                                                       | OTHER           |        375     |                0 | FOR         |                                  375     | FOR                         |  |
| One Gas, Inc.                        | 68235P108 | 05/22/2025     | 1.9 Election of Director: Yves C. Siegal                                                                                                                                                                                                                                                                             | OTHER           |        375     |                0 | FOR         |                                  375     | FOR                         |  |
| One Gas, Inc.                        | 68235P108 | 05/22/2025     | 2. Ratification of the selection of PricewaterhouseCoopers LLP as the independent registered public accounting firm of ONE Gas Inc. for the year ending December 31, 2025.                                                                                                                                           | OTHER           |        375     |                0 | FOR         |                                  375     | FOR                         |  |
| One Gas, Inc.                        | 68235P108 | 05/22/2025     | 3. Advisory vote to approve the Company's Executive Compensation                                                                                                                                                                                                                                                     | OTHER           |        375     |                0 | FOR         |                                  375     | FOR                         |  |
| Cummins Inc.                         | 231021106 | 05/13/2025     | 1. Election of Director: Jennifer W. Rumsey                                                                                                                                                                                                                                                                          | OTHER           |        300     |                0 | FOR         |                                  300     | FOR                         |  |
| Cummins Inc.                         | 231021106 | 05/13/2025     | 2. Election of Director: Gary L. Belske                                                                                                                                                                                                                                                                              | OTHER           |        300     |                0 | FOR         |                                  300     | FOR                         |  |
| Cummins Inc.                         | 231021106 | 05/13/2025     | 3. Election of Director: Robert J. Bernhard                                                                                                                                                                                                                                                                          | OTHER           |        300     |                0 | FOR         |                                  300     | FOR                         |  |
| Cummins Inc.                         | 231021106 | 05/13/2025     | 4. Election of Director: Bruno V. Di Leo Allen                                                                                                                                                                                                                                                                       | OTHER           |        300     |                0 | FOR         |                                  300     | FOR                         |  |
| Cummins Inc.                         | 231021106 | 05/13/2025     | 5. Election of Director: Daniel W. Fisher                                                                                                                                                                                                                                                                            | OTHER           |        300     |                0 | FOR         |                                  300     | FOR                         |  |
| Cummins Inc.                         | 231021106 | 05/13/2025     | 6. Election of Director: Carla A. Harris                                                                                                                                                                                                                                                                             | OTHER           |        300     |                0 | FOR         |                                  300     | FOR                         |  |
| Cummins Inc.                         | 231021106 | 05/13/2025     | 7. Election of Director: Thomas J. Lynch                                                                                                                                                                                                                                                                             | OTHER           |        300     |                0 | FOR         |                                  300     | FOR                         |  |
| Cummins Inc.                         | 231021106 | 05/13/2025     | 8. Election of Director: William I. Miller                                                                                                                                                                                                                                                                           | OTHER           |        300     |                0 | FOR         |                                  300     | FOR                         |  |
| Cummins Inc.                         | 231021106 | 05/13/2025     | 9. Election of Director: Kimberly A. Nelson                                                                                                                                                                                                                                                                          | OTHER           |        300     |                0 | FOR         |                                  300     | FOR                         |  |
| Cummins Inc.                         | 231021106 | 05/13/2025     | 10. Election of Director: Karen h. Quintoo                                                                                                                                                                                                                                                                           | OTHER           |        300     |                0 | FOR         |                                  300     | FOR                         |  |
| Cummins Inc.                         | 231021106 | 05/13/2025     | 11. Election of Director: John H. Stone                                                                                                                                                                                                                                                                              | OTHER           |        300     |                0 | FOR         |                                  300     | FOR                         |  |
| Cummins Inc.                         | 231021106 | 05/13/2025     | 12. Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement.                                                                                                                                                                                                   | OTHER           |        300     |                0 | FOR         |                                  300     | FOR                         |  |
| Cummins Inc.                         | 231021106 | 05/13/2025     | 13. Proposal to ratify the appointment of PricewaterhouseCoopers LLP as our auditors for 2025.                                                                                                                                                                                                                       | OTHER           |        300     |                0 | FOR         |                                  300     | FOR                         |  |
| Cummins Inc.                         | 231021106 | 05/13/2025     | 14. The shareholder proposal regarding an independent Chariman of the Board                                                                                                                                                                                                                                          | OTHER           |        300     |                0 | AGAINST     |                                  300     | FOR                         |  |
| Oneok Inc.                           | 682680103 | 05/21/2025     | 1a. Election of Director: Brian L. Derksen                                                                                                                                                                                                                                                                           | OTHER           |       2870     |                0 | FOR         |                                 2870     | FOR                         |  |
| Oneok Inc.                           | 682680103 | 05/21/2025     | 1b. Election of Director: Julie H. Edwards                                                                                                                                                                                                                                                                           | OTHER           |       2870     |                0 | FOR         |                                 2870     | FOR                         |  |
| Oneok Inc.                           | 682680103 | 05/21/2025     | 1c. Election of Director: Lori A. Gobillot                                                                                                                                                                                                                                                                           | OTHER           |       2870     |                0 | FOR         |                                 2870     | FOR                         |  |
| Oneok Inc.                           | 682680103 | 05/21/2025     | 1d. Election of Director: Mark W. Helderman                                                                                                                                                                                                                                                                          | OTHER           |       2870     |                0 | FOR         |                                 2870     | FOR                         |  |
| Oneok Inc.                           | 682680103 | 05/21/2025     | 1e. Election of Director: Randall J. Larson                                                                                                                                                                                                                                                                          | OTHER           |       2870     |                0 | FOR         |                                 2870     | FOR                         |  |
| Oneok Inc.                           | 682680103 | 05/21/2025     | 1f. Election of Director: Pattye L. Moore                                                                                                                                                                                                                                                                            | OTHER           |       2870     |                0 | FOR         |                                 2870     | FOR                         |  |
| Oneok Inc.                           | 682680103 | 05/21/2025     | 1g. Election of Director: Pierce H. Norton II                                                                                                                                                                                                                                                                        | OTHER           |       2870     |                0 | FOR         |                                 2870     | FOR                         |  |
| Oneok Inc.                           | 682680103 | 05/21/2025     | 1h. Election of Director: Eduardo A. Rodriguez                                                                                                                                                                                                                                                                       | OTHER           |       2870     |                0 | FOR         |                                 2870     | FOR                         |  |
| Oneok Inc.                           | 682680103 | 05/21/2025     | 1i. Election of Director: Gerald B. Smith                                                                                                                                                                                                                                                                            | OTHER           |       2870     |                0 | FOR         |                                 2870     | FOR                         |  |
| Oneok Inc.                           | 682680103 | 05/21/2025     | 1j. Election of Director: Wayne T. Smith                                                                                                                                                                                                                                                                             | OTHER           |       2870     |                0 | FOR         |                                 2870     | FOR                         |  |
| Oneok Inc.                           | 682680103 | 05/21/2025     | 2. Ratification of the selection of PricewaterhouseCoopers LLP as the independent registered public accounting firm of ONEOK Inc. for the year ending December 31, 2025.                                                                                                                                             | OTHER           |       2870     |                0 | FOR         |                                 2870     | FOR                         |  |
| Oneok Inc.                           | 682680103 | 05/21/2025     | 3. Approval of the ONEOK, Inc. 2025 Equity Incentive Plan                                                                                                                                                                                                                                                            | OTHER           |       2870     |                0 | FOR         |                                 2870     | FOR                         |  |
| Oneok Inc.                           | 682680103 | 05/21/2025     | 4. Approval of the ONEOK, Inc. 2025 Employee Stock Award Program                                                                                                                                                                                                                                                     | OTHER           |       2870     |                0 | FOR         |                                 2870     | FOR                         |  |
| Oneok Inc.                           | 682680103 | 05/21/2025     | 5. An advisory vote to approve ONEOK, Inc's executive compensation                                                                                                                                                                                                                                                   | OTHER           |       2870     |                0 | FOR         |                                 2870     | FOR                         |  |
| OGE Energy Corp                      | 670837103 | 05/15/2025     | 1a. Election of Director: Frank A. Bozich                                                                                                                                                                                                                                                                            | OTHER           |       1250     |                0 | FOR         |                                 1250     | FOR                         |  |
| OGE Energy Corp                      | 670837103 | 05/15/2025     | 1b. Election of Director: Peter D. Clarke                                                                                                                                                                                                                                                                            | OTHER           |       1250     |                0 | FOR         |                                 1250     | FOR                         |  |
| OGE Energy Corp                      | 670837103 | 05/15/2025     | 1c. Election of Director: Cathy R. Gates                                                                                                                                                                                                                                                                             | OTHER           |       1250     |                0 | FOR         |                                 1250     | FOR                         |  |
| OGE Energy Corp                      | 670837103 | 05/15/2025     | 1d. Election of Director: David L. Hawuser                                                                                                                                                                                                                                                                           | OTHER           |       1250     |                0 | FOR         |                                 1250     | FOR                         |  |
| OGE Energy Corp                      | 670837103 | 05/15/2025     | 1e. Election of Director: Luther C. Kissam IV                                                                                                                                                                                                                                                                        | OTHER           |       1250     |                0 | FOR         |                                 1250     | FOR                         |  |
| OGE Energy Corp                      | 670837103 | 05/15/2025     | 1f. Election of Director: Judy R. McReynolds                                                                                                                                                                                                                                                                         | OTHER           |       1250     |                0 | FOR         |                                 1250     | FOR                         |  |
| OGE Energy Corp                      | 670837103 | 05/15/2025     | 1g. Election of Director: David E. Rainbolt                                                                                                                                                                                                                                                                          | OTHER           |       1250     |                0 | FOR         |                                 1250     | FOR                         |  |
| OGE Energy Corp                      | 670837103 | 05/15/2025     | 1h. Election of Director: J. Michael Sanner                                                                                                                                                                                                                                                                          | OTHER           |       1250     |                0 | FOR         |                                 1250     | FOR                         |  |
| OGE Energy Corp                      | 670837103 | 05/15/2025     | 1i. Election of Director: Sheila G. Talton                                                                                                                                                                                                                                                                           | OTHER           |       1250     |                0 | FOR         |                                 1250     | FOR                         |  |
| OGE Energy Corp                      | 670837103 | 05/15/2025     | 1j. Election of Director: Sea nTrauschke                                                                                                                                                                                                                                                                             | OTHER           |       1250     |                0 | FOR         |                                 1250     | FOR                         |  |
| OGE Energy Corp                      | 670837103 | 05/15/2025     | 2. Ratification of the appointment of Ernst  Young LLP as the Company's principal independent accountants for 2025.                                                                                                                                                                                                  | OTHER           |       1250     |                0 | FOR         |                                 1250     | FOR                         |  |
| OGE Energy Corp                      | 670837103 | 05/15/2025     | 3. Advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                                     | OTHER           |       1250     |                0 | FOR         |                                 1250     | FOR                         |  |
| OGE Energy Corp                      | 670837103 | 05/15/2025     | 4. Amendment of the Restate Certificate of Incorporation to Eliminate Supermajority Voting Provisions                                                                                                                                                                                                                | OTHER           |       1250     |                0 | FOR         |                                 1250     | FOR                         |  |
| Verisign                             | 92343E102 | 05/22/2025     | 1.1 Election of Director to serve until the next annual meeting: D. James Bidzos                                                                                                                                                                                                                                     | OTHER           |      27670     |                0 | FOR         |                                27670     | FOR                         |  |
| Verisign                             | 92343E102 | 05/22/2025     | 1.2 Election of Director to serve until the next annual meeting: Courtney D. Armstrong                                                                                                                                                                                                                               | OTHER           |      27670     |                0 | FOR         |                                27670     | FOR                         |  |
| Verisign                             | 92343E102 | 05/22/2025     | 1.3 Election of Director to serve until the next annual meeting: Yahuda Ari Buchalter                                                                                                                                                                                                                                | OTHER           |      27670     |                0 | FOR         |                                27670     | FOR                         |  |
| Verisign                             | 92343E102 | 05/22/2025     | 1.4 Election of Director to serve until the next annual meeting: Kathleen A. Cote                                                                                                                                                                                                                                    | OTHER           |      27670     |                0 | FOR         |                                27670     | FOR                         |  |
| Verisign                             | 92343E102 | 05/22/2025     | 1.5 Election of Director to serve until the next annual meeting: Thomas F. Frist III                                                                                                                                                                                                                                 | OTHER           |      27670     |                0 | FOR         |                                27670     | FOR                         |  |
| Verisign                             | 92343E102 | 05/22/2025     | 1.6 Election of Director to serve until the next annual meeting: Jamie S. Gorelick                                                                                                                                                                                                                                   | OTHER           |      27670     |                0 | FOR         |                                27670     | FOR                         |  |
| Verisign                             | 92343E102 | 05/22/2025     | 1.7 Election of Director to serve until the next annual meeting: Debra W. McCann                                                                                                                                                                                                                                     | OTHER           |      27670     |                0 | FOR         |                                27670     | FOR                         |  |
| Verisign                             | 92343E102 | 05/22/2025     | 1.8 Election of Director to serve until the next annual meeting: Timothy Tomlinson                                                                                                                                                                                                                                   | OTHER           |      27670     |                0 | FOR         |                                27670     | FOR                         |  |
| Verisign                             | 92343E102 | 05/22/2025     | 2. To approve, on an advisory basis, the Company's executive compensation                                                                                                                                                                                                                                            | OTHER           |      27670     |                0 | FOR         |                                27670     | FOR                         |  |
| Verisign                             | 92343E102 | 05/22/2025     | 3. To ratify the selection of KPMG LLP as the Company's independent registered public accounting firm for the year ending December 31, 2025                                                                                                                                                                          | OTHER           |      27670     |                0 | FOR         |                                27670     | FOR                         |  |
| Verisign                             | 92343E102 | 05/22/2025     | 4. To approve an Amendment to the Company's Restated Certificate ofIncorporatin to limit the liability of certain officers as permitted by Delaware law.                                                                                                                                                             | OTHER           |      27670     |                0 | FOR         |                                27670     | FOR                         |  |
| Verisign                             | 92343E102 | 05/22/2025     | 5. Stockholder proposal to permit stockholder action by written consent.                                                                                                                                                                                                                                             | OTHER           |      27670     |                0 | AGAINST     |                                27670     | FOR                         |  |
| Nextera Energy Inc.                  | 65339F101 | 05/22/2025     | 1a. Election of Director: Nicole S. Arnaboldi                                                                                                                                                                                                                                                                        | OTHER           |     109836     |                0 | FOR         |                               109836     | FOR                         |  |
| Nextera Energy Inc.                  | 65339F101 | 05/22/2025     | 1b. Election of Director: James L. Camaren                                                                                                                                                                                                                                                                           | OTHER           |     109836     |                0 | FOR         |                               109836     | FOR                         |  |
| Nextera Energy Inc.                  | 65339F101 | 05/22/2025     | 1c. Election of Director: Naren K. Gursahaney                                                                                                                                                                                                                                                                        | OTHER           |     109836     |                0 | FOR         |                               109836     | FOR                         |  |
| Nextera Energy Inc.                  | 65339F101 | 05/22/2025     | 1d. Election of Director: Kirk S. Hachigian                                                                                                                                                                                                                                                                          | OTHER           |     109836     |                0 | FOR         |                               109836     | FOR                         |  |
| Nextera Energy Inc.                  | 65339F101 | 05/22/2025     | 1e. Election of Director: Maria G. Henry                                                                                                                                                                                                                                                                             | OTHER           |     109836     |                0 | FOR         |                               109836     | FOR                         |  |
| Nextera Energy Inc.                  | 65339F101 | 05/22/2025     | 1f. Election of Director: John W. Katchum                                                                                                                                                                                                                                                                            | OTHER           |     109836     |                0 | FOR         |                               109836     | FOR                         |  |
| Nextera Energy Inc.                  | 65339F101 | 05/22/2025     | 1g. Election of Director: Amy B. Lane                                                                                                                                                                                                                                                                                | OTHER           |     109836     |                0 | FOR         |                               109836     | FOR                         |  |
| Nextera Energy Inc.                  | 65339F101 | 05/22/2025     | 1h. Election of Director: Geoffrey S. Martha                                                                                                                                                                                                                                                                         | OTHER           |     109836     |                0 | FOR         |                               109836     | FOR                         |  |
| Nextera Energy Inc.                  | 65339F101 | 05/22/2025     | 1i. Election of Director: David L. Porges                                                                                                                                                                                                                                                                            | OTHER           |     109836     |                0 | FOR         |                               109836     | FOR                         |  |
| Nextera Energy Inc.                  | 65339F101 | 05/22/2025     | 1j. Election of Director: Deborah L. "Dev" Stahlkopf                                                                                                                                                                                                                                                                 | OTHER           |     109836     |                0 | FOR         |                               109836     | FOR                         |  |
| Nextera Energy Inc.                  | 65339F101 | 05/22/2025     | 1k. Election of Director: John A. Stall                                                                                                                                                                                                                                                                              | OTHER           |     109836     |                0 | FOR         |                               109836     | FOR                         |  |
| Nextera Energy Inc.                  | 65339F101 | 05/22/2025     | 1l. Election of Director: Darryl L. Wilson                                                                                                                                                                                                                                                                           | OTHER           |     109836     |                0 | FOR         |                               109836     | FOR                         |  |
| Nextera Energy Inc.                  | 65339F101 | 05/22/2025     | 2. Ratification of appointment of Deloitte  Touche LLP as NextEra Energy's independent registered public accounting firm for 2025                                                                                                                                                                                    | OTHER           |     109836     |                0 | FOR         |                               109836     | FOR                         |  |
| Nextera Energy Inc.                  | 65339F101 | 05/22/2025     | 3. Approval, by non-binding advisory vote, of NextEra Energy's compensaion of its named executive officers as disclosed in the proxy statement.                                                                                                                                                                      | OTHER           |     109836     |                0 | FOR         |                               109836     | FOR                         |  |
| Phillips 66                          | 718546104 | 05/21/2025     | 1. Proposal 1: Election of 4 Class I Directors to Hold Office Until the 2028 Annual Meeting - 1a. A. Nigel Hearne                                                                                                                                                                                                    | OTHER           |        267     |                0 | FOR         |                                  267     | FOR                         |  |
| Phillips 66                          | 718546104 | 05/21/2025     | 1. Proposal 1: Election of 4 Class I Directors to Hold Office Until the 2028 Annual Meeting - 1b. John E. Lowe                                                                                                                                                                                                       | OTHER           |        267     |                0 | FOR         |                                  267     | FOR                         |  |
| Phillips 66                          | 718546104 | 05/21/2025     | 1. Proposal 1: Election of 4 Class I Directors to Hold Office Until the 2028 Annual Meeting - 1c. Robert W. Pease                                                                                                                                                                                                    | OTHER           |        267     |                0 | FOR         |                                  267     | FOR                         |  |
| Phillips 66                          | 718546104 | 05/21/2025     | 1. Proposal 1: Election of 4 Class I Directors to Hold Office Until the 2028 Annual Meeting - 1d. Howard I. Ungerleider                                                                                                                                                                                              | OTHER           |        267     |                0 | FOR         |                                  267     | FOR                         |  |
| Phillips 66                          | 718546104 | 05/21/2025     | 1. Proposal 1: Election of 4 Class I Directors to Hold Office Until the 2028 Annual Meeting - 1e. Brian S. Coffman                                                                                                                                                                                                   | OTHER           |        267     |                0 | AGAINST     |                                  267     | FOR                         |  |
| Phillips 66                          | 718546104 | 05/21/2025     | 1. Proposal 1: Election of 4 Class I Directors to Hold Office Until the 2028 Annual Meeting - 1f. Sigmund L. Cornelius                                                                                                                                                                                               | OTHER           |        267     |                0 | AGAINST     |                                  267     | FOR                         |  |
| Phillips 66                          | 718546104 | 05/21/2025     | 1. Proposal 1: Election of 4 Class I Directors to Hold Office Until the 2028 Annual Meeting - 1g. Michael A. Heim                                                                                                                                                                                                    | OTHER           |        267     |                0 | AGAINST     |                                  267     | FOR                         |  |
| Phillips 66                          | 718546104 | 05/21/2025     | 1. Proposal 1: Election of 4 Class I Directors to Hold Office Until the 2028 Annual Meeting - 1h. Stacy D. Nieuwoudt                                                                                                                                                                                                 | OTHER           |        267     |                0 | AGAINST     |                                  267     | FOR                         |  |
| Phillips 66                          | 718546104 | 05/21/2025     | 2. Management Proposal to Approve the Declassification of the Board of Directors                                                                                                                                                                                                                                     | OTHER           |        267     |                0 | FOR         |                                  267     | FOR                         |  |
| Phillips 66                          | 718546104 | 05/21/2025     | 3. Advisory Approval of Executive Compensation                                                                                                                                                                                                                                                                       | OTHER           |        267     |                0 | FOR         |                                  267     | FOR                         |  |
| Phillips 66                          | 718546104 | 05/21/2025     | 4. Advisory Approval of Frequence of Future Advisory Approvals of Executive Compensation - 1 Year                                                                                                                                                                                                                    | OTHER           |        267     |                0 | FOR         |                                  267     | FOR                         |  |
| Phillips 66                          | 718546104 | 05/21/2025     | 5. Ratification of the Appointment of Ernst  Young                                                                                                                                                                                                                                                                   | OTHER           |        267     |                0 | FOR         |                                  267     | FOR                         |  |
| Phillips 66                          | 718546104 | 05/21/2025     | 6. Elliott Proposal Requiring Annual Director Resignations                                                                                                                                                                                                                                                           | OTHER           |        267     |                0 | AGAINST     |                                  267     | FOR                         |  |
| Verizon Communication                | 92343V104 | 05/22/2025     | 1a. Election of Director: Shellye Archambeau                                                                                                                                                                                                                                                                         | OTHER           |     116046     |                0 | FOR         |                               116046     | FOR                         |  |
| Verizon Communication                | 92343V104 | 05/22/2025     | 1b. Election of Director: Roxanne austin                                                                                                                                                                                                                                                                             | OTHER           |     116046     |                0 | FOR         |                               116046     | FOR                         |  |
| Verizon Communication                | 92343V104 | 05/22/2025     | 1c. Election of Director: Mark Bertolini                                                                                                                                                                                                                                                                             | OTHER           |     116046     |                0 | FOR         |                               116046     | FOR                         |  |
| Verizon Communication                | 92343V104 | 05/22/2025     | 1d. Election of Director: Vittorio Colao                                                                                                                                                                                                                                                                             | OTHER           |     116046     |                0 | FOR         |                               116046     | FOR                         |  |
| Verizon Communication                | 92343V104 | 05/22/2025     | 1e. Election of Director: Caroline Litchfield                                                                                                                                                                                                                                                                        | OTHER           |     116046     |                0 | FOR         |                               116046     | FOR                         |  |
| Verizon Communication                | 92343V104 | 05/22/2025     | 1f. Election of Director: Laxman Narasimhan                                                                                                                                                                                                                                                                          | OTHER           |     116046     |                0 | FOR         |                               116046     | FOR                         |  |
| Verizon Communication                | 92343V104 | 05/22/2025     | 1g. Election of Director: Clarence Otis Jr.                                                                                                                                                                                                                                                                          | OTHER           |     116046     |                0 | FOR         |                               116046     | FOR                         |  |
| Verizon Communication                | 92343V104 | 05/22/2025     | 1h. Election of Director: Daniel Schulman                                                                                                                                                                                                                                                                            | OTHER           |     116046     |                0 | FOR         |                               116046     | FOR                         |  |
| Verizon Communication                | 92343V104 | 05/22/2025     | 1i. Election of Director: Carol Tome                                                                                                                                                                                                                                                                                 | OTHER           |     116046     |                0 | FOR         |                               116046     | FOR                         |  |
| Verizon Communication                | 92343V104 | 05/22/2025     | 1j. Election of Director: Hans Vestberg                                                                                                                                                                                                                                                                              | OTHER           |     116046     |                0 | FOR         |                               116046     | FOR                         |  |
| Verizon Communication                | 92343V104 | 05/22/2025     | 2. Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                  | OTHER           |     116046     |                0 | FOR         |                               116046     | FOR                         |  |
| Verizon Communication                | 92343V104 | 05/22/2025     | 3. Ratification of appointment of independent registered public accounting firm                                                                                                                                                                                                                                      | OTHER           |     116046     |                0 | FOR         |                               116046     | FOR                         |  |
| Verizon Communication                | 92343V104 | 05/22/2025     | 4. Climate lobbying alignment                                                                                                                                                                                                                                                                                        | OTHER           |     116046     |                0 | AGAINST     |                               116046     | FOR                         |  |
| Verizon Communication                | 92343V104 | 05/22/2025     | 5. Lead-sheathed cable report                                                                                                                                                                                                                                                                                        | OTHER           |     116046     |                0 | AGAINST     |                               116046     | FOR                         |  |
| Verizon Communication                | 92343V104 | 05/22/2025     | 6. Discrimination in advertising services                                                                                                                                                                                                                                                                            | OTHER           |     116046     |                0 | AGAINST     |                               116046     | FOR                         |  |
| ConocoPhillips                       | 20825C104 | 05/13/2025     | 1a. ELECTION OF DIRECTOR: Dennis V. Arriola                                                                                                                                                                                                                                                                          | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| ConocoPhillips                       | 20825C104 | 05/13/2025     | 1b. ELECTION OF DIRECTOR: Nelda J. Connors                                                                                                                                                                                                                                                                           | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| ConocoPhillips                       | 20825C104 | 05/13/2025     | 1c. ELECTION OF DIRECTOR: Gay Huey Evans                                                                                                                                                                                                                                                                             | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| ConocoPhillips                       | 20825C104 | 05/13/2025     | 1d. ELECTION OF DIRECTOR: Jeffrey A. Joerres                                                                                                                                                                                                                                                                         | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| ConocoPhillips                       | 20825C104 | 05/13/2025     | 1e. ELECTION OF DIRECTOR: Ryan M. Lance                                                                                                                                                                                                                                                                              | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| ConocoPhillips                       | 20825C104 | 05/13/2025     | 1f. ELECTION OF DIRECTOR: Timothy A. Leach                                                                                                                                                                                                                                                                           | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| ConocoPhillips                       | 20825C104 | 05/13/2025     | 1g. ELECTION OF DIRECTOR: William H. McRaven                                                                                                                                                                                                                                                                         | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| ConocoPhillips                       | 20825C104 | 05/13/2025     | 1h. ELECTION OF DIRECTOR: Sharmila Mulligan                                                                                                                                                                                                                                                                          | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| ConocoPhillips                       | 20825C104 | 05/13/2025     | 1i. ELECTION OF DIRECTOR: ArjunN. Murti                                                                                                                                                                                                                                                                              | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| ConocoPhillips                       | 20825C104 | 05/13/2025     | 1j. ELECTION OF DIRECTOR: Robert A. Niblock                                                                                                                                                                                                                                                                          | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| ConocoPhillips                       | 20825C104 | 05/13/2025     | 1k. ELECTION OF DIRECTOR: David T. Seaton                                                                                                                                                                                                                                                                            | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| ConocoPhillips                       | 20825C104 | 05/13/2025     | 1l. ELECTION OF DIRECTOR: R.A. Walker                                                                                                                                                                                                                                                                                | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| ConocoPhillips                       | 20825C104 | 05/13/2025     | 2. Proposal to ratify appointment of Ernst  Young LLP as ConocoPhillips' independent registered public accounting firm for 2025                                                                                                                                                                                      | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| ConocoPhillips                       | 20825C104 | 05/13/2025     | 3. Advisory Approval of Executive Compensation                                                                                                                                                                                                                                                                       | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| ConocoPhillips                       | 20825C104 | 05/13/2025     | 4. Adoption of Amended and Restated Certification of Incorporation to Eliminate Supermajority Voting Profisions                                                                                                                                                                                                      | OTHER           |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 1a. Election of Director: Janaki Akella                                                                                                                                                                                                                                                                              | OTHER           |       3000     |                0 | FOR         |                                 3000     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 1b. Election of Director: Shantella E. Cooper                                                                                                                                                                                                                                                                        | OTHER           |       3000     |                0 | FOR         |                                 3000     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 1c. Election of Director: Anthony F. Earley Jr.                                                                                                                                                                                                                                                                      | OTHER           |       3000     |                0 | FOR         |                                 3000     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 1d. Election of Director: James O. Etheredge                                                                                                                                                                                                                                                                         | OTHER           |       3000     |                0 | FOR         |                                 3000     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 1e. Election of Director: David J. Grain                                                                                                                                                                                                                                                                             | OTHER           |       3000     |                0 | FOR         |                                 3000     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 1f. Election of Director: Donald M. James                                                                                                                                                                                                                                                                            | OTHER           |       3000     |                0 | FOR         |                                 3000     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 1g. Election of Director: John D. Johns                                                                                                                                                                                                                                                                              | OTHER           |       3000     |                0 | FOR         |                                 3000     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 1h. Election of Director: Dale E. Klein                                                                                                                                                                                                                                                                              | OTHER           |       3000     |                0 | FOR         |                                 3000     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 1i. Election of Director: David E. Meador                                                                                                                                                                                                                                                                            | OTHER           |       3000     |                0 | FOR         |                                 3000     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 1j. Election of Director: William G. Smith Jr.                                                                                                                                                                                                                                                                       | OTHER           |       3000     |                0 | FOR         |                                 3000     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 1k. Election of Director: Kristine L. Svinicki                                                                                                                                                                                                                                                                       | OTHER           |       3000     |                0 | FOR         |                                 3000     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 1l. Election of Director: Lizanne Thomas                                                                                                                                                                                                                                                                             | OTHER           |       3000     |                0 | FOR         |                                 3000     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 1m. Election of Director: Christopher C. Womack                                                                                                                                                                                                                                                                      | OTHER           |       3000     |                0 | FOR         |                                 3000     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 2. Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                  | OTHER           |       3000     |                0 | FOR         |                                 3000     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 3. Ratify the appointment of Deloitte  Touche LLP as the independent registered public accounting firm for 2025                                                                                                                                                                                                      | OTHER           |       3000     |                0 | FOR         |                                 3000     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 4. Approve an amendment to the Restated Certificate of Incorporation to reduce the supermajority vote requirement to a majority vote requiement                                                                                                                                                                      | OTHER           |       3000     |                0 | FOR         |                                 3000     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 5. Stockholder proposal regarding simple majority vote                                                                                                                                                                                                                                                               | OTHER           |       3000     |                0 | AGAINST     |                                 3000     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 6. Stockholder proposal regarding disclosing assumptions underlying continued reliance on fossil fuel-based energy                                                                                                                                                                                                   | OTHER           |       3000     |                0 | AGAINST     |                                 3000     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 7. Stockholder propsal regarding conducting a net zero audit                                                                                                                                                                                                                                                         | OTHER           |       3000     |                0 | AGAINST     |                                 3000     | FOR                         |  |
| The Southern Company                 | 842587107 | 05/21/2025     | 8. Stockholder proposal regarding a report on respecting wokforce civil liberties                                                                                                                                                                                                                                    | OTHER           |       3000     |                0 | AGAINST     |                                 3000     | FOR                         |  |
| Brookfield Corp                      | 11271J107 | 06/06/2025     | 2. ELECTION OF DIRECTORS: 01-M. Elyse Allan                                                                                                                                                                                                                                                                          | OTHER           |     216368     |                0 | FOR         |                               216368     | FOR                         |  |
| Brookfield Corp                      | 11271J107 | 06/06/2025     | 2. ELECTION OF DIRECTORS: 02-Janice Fukakusa                                                                                                                                                                                                                                                                         | OTHER           |     216368     |                0 | FOR         |                               216368     | FOR                         |  |
| Brookfield Corp                      | 11271J107 | 06/06/2025     | 2. ELECTION OF DIRECTORS: 03-Maureen Kempston Darkes                                                                                                                                                                                                                                                                 | OTHER           |     216368     |                0 | FOR         |                               216368     | FOR                         |  |
| Brookfield Corp                      | 11271J107 | 06/06/2025     | 2. ELECTION OF DIRECTORS: 04-Frank J. McKenna                                                                                                                                                                                                                                                                        | OTHER           |     216368     |                0 | FOR         |                               216368     | FOR                         |  |
| Brookfield Corp                      | 11271J107 | 06/06/2025     | 2. ELECTION OF DIRECTORS: 05-Hutham S. Olayan                                                                                                                                                                                                                                                                        | OTHER           |     216368     |                0 | FOR         |                               216368     | FOR                         |  |
| Brookfield Corp                      | 11271J107 | 06/06/2025     | 2. ELECTION OF DIRECTORS: 06-Satish C. Rai                                                                                                                                                                                                                                                                           | OTHER           |     216368     |                0 | FOR         |                               216368     | FOR                         |  |
| Brookfield Corp                      | 11271J107 | 06/06/2025     | 2. ELECTION OF DIRECTORS: 07-Diana L. Taylor                                                                                                                                                                                                                                                                         | OTHER           |     216368     |                0 | FOR         |                               216368     | FOR                         |  |
| Brookfield Corp                      | 11271J107 | 06/06/2025     | 2. ELECTION OF DIRECTORS: 08-Justin B. Beber                                                                                                                                                                                                                                                                         | OTHER           |     216368     |                0 | FOR         |                               216368     | FOR                         |  |
| Brookfield Corp                      | 11271J107 | 06/06/2025     | 1. The Speical Resolution authorizing an increase in the number of directors set out in the Corporation's Managemen tInformation Circular dated April 24, 2025.                                                                                                                                                      | OTHER           |     216368     |                0 | FOR         |                               216368     | FOR                         |  |
| Brookfield Corp                      | 11271J107 | 06/06/2025     | 3. The appointment of Deloitte LLP as the external auditor and authorizing the directors to set its renumeration.                                                                                                                                                                                                    | OTHER           |     216368     |                0 | FOR         |                               216368     | FOR                         |  |
| Brookfield Corp                      | 11271J107 | 06/06/2025     | 4. Say on Pay Resolution. The Say on Pay Resolution set out in the Circular.                                                                                                                                                                                                                                         | OTHER           |     216368     |                0 | FOR         |                               216368     | FOR                         |  |
| Brookfield Corp                      | 11271J107 | 06/06/2025     | 5. The Shareholder Proposal set out in the Circular.                                                                                                                                                                                                                                                                 | OTHER           |     216368     |                0 | AGAINST     |                               216368     | FOR                         | SET OUT IN THE CIRCULAR |
| Brookfield Renewable Corp            | 11285B108 | 06/16/2025     | 1. ELECTION OF DIRECTORS: 01-Jeffery Bildner                                                                                                                                                                                                                                                                         | OTHER           |     288515     |                0 | FOR         |                               288515     | FOR                         |  |
| Brookfield Renewable Corp            | 11285B108 | 06/16/2025     | 1. ELECTION OF DIRECTORS: 02-Sarah Deasley                                                                                                                                                                                                                                                                           | OTHER           |     288515     |                0 | FOR         |                               288515     | FOR                         |  |
| Brookfield Renewable Corp            | 11285B108 | 06/16/2025     | 1. ELECTION OF DIRECTORS: 03-Nancy Dorn                                                                                                                                                                                                                                                                              | OTHER           |     288515     |                0 | FOR         |                               288515     | FOR                         |  |
| Brookfield Renewable Corp            | 11285B108 | 06/16/2025     | 1. ELECTION OF DIRECTORS: 04-E. de Carvalho Filho                                                                                                                                                                                                                                                                    | OTHER           |     288515     |                0 | FOR         |                               288515     | FOR                         |  |
| Brookfield Renewable Corp            | 11285B108 | 06/16/2025     | 1. ELECTION OF DIRECTORS: 05-Randy MacEwen                                                                                                                                                                                                                                                                           | OTHER           |     288515     |                0 | FOR         |                               288515     | FOR                         |  |
| Brookfield Renewable Corp            | 11285B108 | 06/16/2025     | 1. ELECTION OF DIRECTORS: 06-Lou Maroun                                                                                                                                                                                                                                                                              | OTHER           |     288515     |                0 | FOR         |                               288515     | FOR                         |  |
| Brookfield Renewable Corp            | 11285B108 | 06/16/2025     | 1. ELECTION OF DIRECTORS: 07-Stephen Westwell                                                                                                                                                                                                                                                                        | OTHER           |     288515     |                0 | FOR         |                               288515     | FOR                         |  |
| Brookfield Renewable Corp            | 11285B108 | 06/16/2025     | 1. ELECTION OF DIRECTORS: 08-Patricia Zuccotti                                                                                                                                                                                                                                                                       | OTHER           |     288515     |                0 | FOR         |                               288515     | FOR                         |  |
| Brookfield Renewable Corp            | 11285B108 | 06/16/2025     | 2. Appointment of Ernst  Young LLP as Auditors of the Corporation for the ensuing year and authorizing the Directors to set their renumberation.                                                                                                                                                                     | OTHER           |     288515     |                0 | FOR         |                               288515     | FOR                         |  |
| CarMax                               | 143130102 | 06/24/2025     | 1a. Election of Director for a one year term expiring at the 2026 Annual Shareholders Meeting: Peter J. Bensen                                                                                                                                                                                                       | OTHER           |      43364     |                0 | FOR         |                                43364     | FOR                         |  |
| CarMax                               | 143130102 | 06/24/2025     | 1b. Election of Director for a one year term expiring at the 2026 Annual Shareholders Meeting: Sona Chawla                                                                                                                                                                                                           | OTHER           |      43364     |                0 | FOR         |                                43364     | FOR                         |  |
| CarMax                               | 143130102 | 06/24/2025     | 1c. Election of Director for a one year term expiring at the 2026 Annual Shareholders Meeting: Thomas J. Folliard                                                                                                                                                                                                    | OTHER           |      43364     |                0 | FOR         |                                43364     | FOR                         |  |
| CarMax                               | 143130102 | 06/24/2025     | 1d. Election of Director for a one year term expiring at the 2026 Annual Shareholders Meeting: Shira Goodman                                                                                                                                                                                                         | OTHER           |      43364     |                0 | FOR         |                                43364     | FOR                         |  |
| CarMax                               | 143130102 | 06/24/2025     | 1e. Election of Director for a one year term expiring at the 2026 Annual Shareholders Meeting: David W. McCreight                                                                                                                                                                                                    | OTHER           |      43364     |                0 | FOR         |                                43364     | FOR                         |  |
| CarMax                               | 143130102 | 06/24/2025     | 1f. Election of Director for a one year term expiring at the 2026 Annual Shareholders Meeting: William D. Nash                                                                                                                                                                                                       | OTHER           |      43364     |                0 | FOR         |                                43364     | FOR                         |  |
| CarMax                               | 143130102 | 06/24/2025     | 1g. Election of Director for a one year term expiring at the 2026 Annual Shareholders Meeting: Mark F. O'Neil                                                                                                                                                                                                        | OTHER           |      43364     |                0 | FOR         |                                43364     | FOR                         |  |
| CarMax                               | 143130102 | 06/24/2025     | 1h. Election of Director for a one year term expiring at the 2026 Annual Shareholders Meeting: Pietro Satriano                                                                                                                                                                                                       | OTHER           |      43364     |                0 | FOR         |                                43364     | FOR                         |  |
| CarMax                               | 143130102 | 06/24/2025     | 1i. Election of Director for a one year term expiring at the 2026 Annual Shareholders Meeting: Marcella Shinder                                                                                                                                                                                                      | OTHER           |      43364     |                0 | FOR         |                                43364     | FOR                         |  |
| CarMax                               | 143130102 | 06/24/2025     | 1j. Election of Director for a one year term expiring at the 2026 Annual Shareholders Meeting: Mitchell D. Steenrod                                                                                                                                                                                                  | OTHER           |      43364     |                0 | FOR         |                                43364     | FOR                         |  |
| CarMax                               | 143130102 | 06/24/2025     | 2. To ratify the appointment of KPMG LLP as independent registered public accounting firm                                                                                                                                                                                                                            | OTHER           |      43364     |                0 | FOR         |                                43364     | FOR                         |  |
| CarMax                               | 143130102 | 06/24/2025     | 3. To approve, in an advisory (non-binding) vote, the compensation of our name executive officers                                                                                                                                                                                                                    | OTHER           |      43364     |                0 | FOR         |                                43364     | FOR                         |  |
| CarMax                               | 143130102 | 06/24/2025     | 4. To vote on a shareholder proposal regarding a shareholder special meeting right.                                                                                                                                                                                                                                  | OTHER           |      43364     |                0 | AGAINST     |                                43364     | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Asset Management Advisors, LLC

**By (Signature):** Laura Roy

**By (Printed Signature):** Laura Roy

**By (Title):** Manager

**Date:** 08/05/2025