# EDGAR Filing Document

**Accession Number:** 0001964760
**File Stem:** 0001765380-25-000389
**Filing Date:** 2025-8
**Character Count:** 70098
**Document Hash:** 75d77bff068892350e00941f2f43dd91
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-25-000389.hdr.sgml**: 20250819

**ACCESSION NUMBER**: 0001765380-25-000389

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250819

**EFFECTIVENESS DATE**: 20250819

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Team Hewins, LLC
- **CENTRAL INDEX KEY:** 0001964760

**ORGANIZATION NAME:**
- **EIN:** 844376615
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22853
- **FILM NUMBER:** 251229818

**BUSINESS ADDRESS:**
- **STREET 1:** 203 REDWOOD SHORES PARKWAY
- **STREET 2:** SUITE 550
- **CITY:** REDWOOD CITY
- **STATE:** CA
- **ZIP:** 94065
- **BUSINESS PHONE:** 650-620-3040

**MAIL ADDRESS:**
- **STREET 1:** 203 REDWOOD SHORES PARKWAY
- **STREET 2:** SUITE 550
- **CITY:** REDWOOD CITY
- **STATE:** CA
- **ZIP:** 94065

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

## N-PX: Filer Information

**Filer CIK:** 0001964760

**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:** Team Hewins, LLC

**Address:** 203 REDWOOD SHORES PARKWAY, REDWOOD CITY, CA 94065

**Telephone number:** 6506203040

**Name of agent for service:** Michelle McCarthy

**Agent Address:** 255 E. 5th Street, Cincinnati, OH 45202

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

**SEC File Number:** 028-22853

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 254900T9CS2IAMG0Q752

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

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

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

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 1

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                          | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                                              | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| ACCENTURE PLC                           | G1151C101 | 02/06/2025     | To approve, in a non-binding vote, the compensation of our named executive officers.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |              2 |                0 | FOR         |                                        2 | FOR                         |  |
| ADOBE INC.                              | 00724F101 | 04/22/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |              6 |                0 | FOR         |                                        6 | FOR                         |  |
| ALASKA AIR GROUP, INC.                  | 011659109 | 05/08/2025     | Approval (on an advisory basis) the compensation of the Company's Named Executive Officers.                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |             26 |                0 | FOR         |                                       26 | FOR                         |  |
| ALTRIA GROUP, INC.                      | 02209S103 | 05/15/2025     | Non-Binding Advisory Vote to Approve the Compensation of Altria's Named Executive Officers                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           1500 |                0 | FOR         |                                     1500 | FOR                         |  |
| AMAZON.COM, INC.                        | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | FOR         |                                       50 | FOR                         |  |
| AMERICAN EXPRESS COMPANY                | 025816109 | 04/29/2025     | Approval, on an advisory basis, of the Company's executive compensation.                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            600 |                0 | FOR         |                                      600 | FOR                         |  |
| AMERICAN INTERNATIONAL GROUP, INC.      | 026874784 | 05/14/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             19 |                0 | AGAINST     |                                       19 | AGAINST                     |  |
| AMERICAN INTERNATIONAL GROUP, INC.      | 026874784 | 05/14/2025     | Advisory Vote on the Frequency of Future Executive Compensation Votes.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |             19 |                0 | 1 YEAR      |                                       19 | FOR                         |  |
| AMERICAN TOWER CORPORATION              | 03027X100 | 05/14/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |             23 |                0 | FOR         |                                       23 | FOR                         |  |
| APPLE INC.                              | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            373 |                0 | FOR         |                                      373 | FOR                         |  |
| APPLIED MATERIALS, INC.                 | 038222105 | 03/06/2025     | Approval, on an advisory basis, of the compensation of Applied Materials' named executive officers for fiscal year 2024.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           1712 |                0 | FOR         |                                     1712 | FOR                         |  |
| APTARGROUP, INC.                        | 038336103 | 05/07/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |             10 |                0 | FOR         |                                       10 | FOR                         |  |
| ARCHROCK, INC.                          | 03957W106 | 04/24/2025     | Advisory, non-binding vote to approve the compensation provided to our Named Executive Officers for 2024                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |             58 |                0 | FOR         |                                       58 | FOR                         |  |
| ASTRAZENECA PLC                         | 046353108 | 04/11/2025     | To approve the annual statement of the Chair of the Remuneration Committee and the Annual Report on Remuneration for the year ended 31 December 2024                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | FOR         |                                       50 | FOR                         |  |
| AUTOMATIC DATA PROCESSING, INC.         | 053015103 | 11/06/2024     | Advisory Vote on Executive Compensation.                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            750 |                0 | FOR         |                                      750 | FOR                         |  |
| AVIENT CORPORATION                      | 05368V106 | 05/14/2025     | Approval, on an advisory basis, of Named Executive Officer compensation.                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |             19 |                0 | FOR         |                                       19 | FOR                         |  |
| BADGER METER, INC.                      | 056525108 | 04/25/2025     | ADVISORY VOTE TO APPROVE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |             15 |                0 | FOR         |                                       15 | FOR                         |  |
| BANK OF AMERICA CORPORATION             | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           4500 |                0 | FOR         |                                     4500 | FOR                         |  |
| BOISE CASCADE COMPANY                   | 09739D100 | 05/01/2025     | Advisory vote approving the Company's executive compensation.                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |             11 |                0 | FOR         |                                       11 | FOR                         |  |
| BREAD FINANCIAL HOLDINGS, INC.          | 018581108 | 05/13/2025     | ADVISORY VOTE ON EXECUTIVE COMPENSATION                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |             56 |                0 | FOR         |                                       56 | FOR                         |  |
| BRISTOL-MYERS SQUIBB COMPANY            | 110122108 | 05/06/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | FOR         |                                     1000 | FOR                         |  |
| BROADCOM INC                            | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             45 |                0 | FOR         |                                       45 | FOR                         |  |
| CACTUS, INC.                            | 127203107 | 05/13/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers as reported in the Proxy Statement.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             69 |                0 | FOR         |                                       69 | FOR                         |  |
| CACTUS, INC.                            | 127203107 | 05/13/2025     | To approve, on a non-binding, advisory basis, the frequency of holding advisory votes on the compensation of our named executive officers.                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             69 |                0 | 1 YEAR      |                                       69 | AGAINST                     |  |
| CAPITAL ONE FINANCIAL CORPORATION       | 14040H105 | 05/08/2025     | Advisory vote on our Named Executive Officer compensation ("Say on Pay").                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |             34 |                0 | FOR         |                                       34 | FOR                         |  |
| CITIGROUP INC.                          | 172967424 | 04/29/2025     | Advisory vote to approve our 2024 Executive Compensation.                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | FOR         |                                      500 | FOR                         |  |
| CLEARWAY ENERGY, INC.                   | 18539C204 | 04/22/2025     | To approve, on a non-binding advisory basis, Clearway Energy, Inc.'s executive compensation.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |             40 |                0 | FOR         |                                       40 | FOR                         |  |
| CNO FINANCIAL GROUP, INC.               | 12621E103 | 05/08/2025     | Approval, by non-binding advisory vote, of the executive compensation of the Company's Named Executive Officers.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |             52 |                0 | FOR         |                                       52 | FOR                         |  |
| CNX RESOURCES CORPORATION               | 12653C108 | 05/01/2025     | Advisory Approval of CNX's Named Executive Officer Compensation.                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |             92 |                0 | FOR         |                                       92 | FOR                         |  |
| COLGATE-PALMOLIVE COMPANY               | 194162103 | 05/09/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | FOR         |                                     1000 | FOR                         |  |
| COLUMBIA BANKING SYSTEM,INC.            | 197236102 | 05/15/2025     | To approve, on an advisory basis, the compensation of Columbia Banking System, Inc.'s named executive officers.                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |             53 |                0 | FOR         |                                       53 | FOR                         |  |
| COMERICA INCORPORATED                   | 200340107 | 04/29/2025     | Approval of a Non-Binding, Advisory Proposal Approving Executive Compensation                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |             22 |                0 | FOR         |                                       22 | FOR                         |  |
| COPT DEFENSE PROPERTIES                 | 22002T108 | 05/20/2025     | Approval, on an advisory basis, of the compensation of our named executive officers as disclosed in the proxy statement for this meeting.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |             42 |                0 | FOR         |                                       42 | FOR                         |  |
| CORTEVA INC.                            | 22052L104 | 04/30/2025     | Advisory resolution to approve executive compensation of the Company's named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            913 |                0 | AGAINST     |                                      913 | AGAINST                     |  |
| CSG SYSTEMS INTERNATIONAL, INC.         | 126349109 | 05/14/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |             34 |                0 | FOR         |                                       34 | FOR                         |  |
| D.R. HORTON, INC.                       | 23331A109 | 01/16/2025     | Approval of the advisory resolution on executive compensation.                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |              3 |                0 | FOR         |                                        3 | FOR                         |  |
| DARLING INGREDIENTS INC.                | 237266101 | 05/07/2025     | Advisory vote to approve, on an advisory basis, executive compensation.                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |             17 |                0 | FOR         |                                       17 | FOR                         |  |
| DOW INC.                                | 260557103 | 04/10/2025     | Advisory Resolution to Approve Executive Compensation                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            615 |                0 | FOR         |                                      615 | FOR                         |  |
| DTE ENERGY COMPANY                      | 233331107 | 05/08/2025     | Provide a nonbinding vote to approve the Company's executive compensation                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |             29 |                0 | FOR         |                                       29 | FOR                         |  |
| DUKE ENERGY CORPORATION                 | 26441C204 | 05/01/2025     | Advisory vote to approve Duke Energy's named executive officer compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | FOR         |                                     1000 | FOR                         |  |
| DUPONT DE NEMOURS, INC.                 | 26614N102 | 05/22/2025     | Advisory Resolution to Approve Executive Compensation                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            913 |                0 | FOR         |                                      913 | FOR                         |  |
| EATON CORPORATION PLC                   | G29183103 | 04/23/2025     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |             17 |                0 | FOR         |                                       17 | FOR                         |  |
| EDISON INTERNATIONAL                    | 281020107 | 04/24/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |             47 |                0 | FOR         |                                       47 | FOR                         |  |
| ELANCO ANIMAL HEALTH INCORPORATED       | 28414H103 | 05/16/2025     | Advisory vote on the compensation of the company's named executive officers.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            251 |                0 | AGAINST     |                                      251 | AGAINST                     |  |
| ELANCO ANIMAL HEALTH INCORPORATED       | 28414H103 | 05/16/2025     | Advisory vote on the frequency with which shareholders vote on the compensation of the company's named executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            251 |                0 | 1 YEAR      |                                      251 | FOR                         |  |
| ELI LILLY AND COMPANY                   | 532457108 | 05/05/2025     | Approval, on an advisory basis, of the compensation paid to the company's named executive officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            705 |                0 | FOR         |                                      705 | FOR                         |  |
| EMERSON ELECTRIC CO.                    | 291011104 | 02/04/2025     | Approval, by non-binding advisory vote, of Emerson Electric Co. executive compensation.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |              3 |                0 | FOR         |                                        3 | FOR                         |  |
| EMPIRE STATE REALTY TRUST, INC.         | 292104106 | 05/15/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            207 |                0 | FOR         |                                      207 | FOR                         |  |
| ENCOMPASS HEALTH CORPORATION            | 29261A100 | 05/01/2025     | An advisory vote to approve executive compensation.                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |             61 |                0 | FOR         |                                       61 | FOR                         |  |
| EQT CORPORATION                         | 26884L109 | 04/16/2025     | Approval of a non-binding resolution to approve the 2024 compensation of EQT Corporation's named executive officers (say-on-pay).                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             92 |                0 | FOR         |                                       92 | FOR                         |  |
| EURONET WORLDWIDE, INC.                 | 298736109 | 05/14/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |             17 |                0 | FOR         |                                       17 | FOR                         |  |
| EXXON MOBIL CORPORATION                 | 30231G102 | 05/28/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | FOR         |                                     1000 | FOR                         |  |
| FREEPORT-MCMORAN INC.                   | 35671D857 | 06/11/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| FRESHPET, INC.                          | 358039105 | 10/01/2024     | Non-binding advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |              5 |                0 | FOR         |                                        5 | FOR                         |  |
| GERON CORPORATION                       | 374163103 | 05/21/2025     | To approve, on an advisory basis, the compensation of our Named Executive Officers, as disclosed in our Proxy Statement.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           6220 |                0 | FOR         |                                     6220 | FOR                         |  |
| GILEAD SCIENCES, INC.                   | 375558103 | 05/07/2025     | To approve, on an advisory basis, the compensation of our Named Executive Officers as presented in the Proxy Statement.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |             26 |                0 | FOR         |                                       26 | FOR                         |  |
| GLOBAL PAYMENTS INC.                    | 37940X102 | 04/24/2025     | Approval, on an advisory basis, of the compensation of the company's named executive officers for 2024.                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           2351 |                0 | FOR         |                                     2351 | FOR                         |  |
| GLOBE LIFE INC.                         | 37959E102 | 04/24/2025     | Approval of 2024 Executive Compensation                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |             38 |                0 | FOR         |                                       38 | FOR                         |  |
| GOOSEHEAD INSURANCE, INC.               | 38267D109 | 05/05/2025     | Non-binding and advisory resolution approving the compensation of our named executive officers.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |             16 |                0 | FOR         |                                       16 | FOR                         |  |
| HANCOCK WHITNEY CORPORATION             | 410120109 | 04/23/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |             37 |                0 | FOR         |                                       37 | FOR                         |  |
| HEWLETT PACKARD ENTERPRISE COMPANY      | 42824C109 | 04/02/2025     | Advisory vote to approve the Hewlett Packard Enterprise Company's executive compensation.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | FOR         |                                     1000 | FOR                         |  |
| HP INC.                                 | 40434L105 | 04/14/2025     | To approve, on an advisory basis, HP Inc.'s named executive officer compensation                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | FOR         |                                     1000 | FOR                         |  |
| INTEL CORPORATION                       | 458140100 | 05/06/2025     | Advisory vote on executive compensation (Say-On-Pay).                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | FOR         |                                     1000 | FOR                         |  |
| INTUITIVE SURGICAL, INC.                | 46120E602 | 05/01/2025     | To approve, by advisory vote, the compensation of the Company's Named Executive Officers.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |             11 |                0 | FOR         |                                       11 | FOR                         |  |
| ITRON, INC.                             | 465741106 | 05/08/2025     | Proposal to approve the advisory (non-binding) resolution relating to executive compensation.                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |             14 |                0 | FOR         |                                       14 | FOR                         |  |
| JANUS HENDERSON GROUP PLC               | G4474Y214 | 04/30/2025     | Advisory Say-on-Pay Vote on Executive Compensation.                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            134 |                0 | FOR         |                                      134 | FOR                         |  |
| JOHNSON  JOHNSON                        | 478160104 | 04/24/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            526 |                0 | FOR         |                                      526 | FOR                         |  |
| JPMORGAN CHASE  CO.                     | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           3600 |                0 | FOR         |                                     3600 | FOR                         |  |
| KB HOME                                 | 48666K109 | 04/17/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             27 |                0 | AGAINST     |                                       27 | AGAINST                     |  |
| KIMBERLY-CLARK CORPORATION              | 494368103 | 05/01/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           1500 |                0 | FOR         |                                     1500 | FOR                         |  |
| KIRBY CORPORATION                       | 497266106 | 04/29/2025     | Advisory vote on the approval of the compensation of Kirby's named executive officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |             18 |                0 | FOR         |                                       18 | FOR                         |  |
| KONTOOR BRANDS, INC.                    | 50050N103 | 04/24/2025     | To approve the compensation of Kontoor's named executive officers as disclosed in our proxy statement.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |             15 |                0 | FOR         |                                       15 | FOR                         |  |
| LOCKHEED MARTIN CORPORATION             | 539830109 | 05/09/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers (Say-on-Pay)                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | FOR         |                                      500 | FOR                         |  |
| MARSH  MCLENNAN COMPANIES, INC.         | 571748102 | 05/15/2025     | Advisory (Nonbinding) Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             22 |                0 | FOR         |                                       22 | FOR                         |  |
| MASIMO CORPORATION                      | 574795100 | 04/29/2025     | An advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |             15 |                0 | FOR         |                                       15 | FOR                         |  |
| MASTEC, INC.                            | 576323109 | 05/22/2025     | Approval of a non-binding advisory resolution regarding the compensation of our named executive officers.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |             31 |                0 | AGAINST     |                                       31 | AGAINST                     |  |
| MCDONALD'S CORPORATION                  | 580135101 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | FOR         |                                      500 | FOR                         |  |
| MERIT MEDICAL SYSTEMS, INC.             | 589889104 | 05/14/2025     | Approval of a non-binding, advisory resolution approving the compensation of the Company's named executive officers as described in the Merit Medical Systems, Inc. Proxy Statement.                                                                                          | SECTION 14A SAY-ON-PAY VOTES |             44 |                0 | FOR         |                                       44 | FOR                         |  |
| META PLATFORMS, INC.                    | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             20 |                0 | FOR         |                                       20 | FOR                         |  |
| META PLATFORMS, INC.                    | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years.                                                                   | SECTION 14A SAY-ON-PAY VOTES |             20 |                0 | 1 YEAR      |                                       20 | AGAINST                     |  |
| MICROSOFT CORPORATION                   | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| MKS INSTRUMENTS, INC.                   | 55306N104 | 05/12/2025     | The approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             40 |                0 | FOR         |                                       40 | FOR                         |  |
| MONDELEZ INTERNATIONAL, INC.            | 609207105 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | FOR         |                                     1000 | FOR                         |  |
| NCR ATLEOS CORPORATION                  | 63001N106 | 05/21/2025     | Consider and vote to approve, on a non-binding and advisory basis, the compensation of the named executive officers ("Say on Pay"), as more particularly described in these proxy materials.                                                                                  | SECTION 14A SAY-ON-PAY VOTES |             37 |                0 | FOR         |                                       37 | FOR                         |  |
| NESTLE S.A.                             | 641069406 | 04/16/2025     | Acceptance of the Compensation Report 2024 (advisory vote)                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             35 |                0 | AGAINST     |                                       35 | AGAINST                     |  |
| NETFLIX, INC.                           | 64110L106 | 06/05/2025     | Advisory approval of named executive officer compensation.                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             75 |                0 | FOR         |                                       75 | FOR                         |  |
| NEXTERA ENERGY, INC.                    | 65339F101 | 05/22/2025     | Approval, by non-binding advisory vote, of NextEra Energy's compensation of its named executive officers as disclosed in the proxy statement.                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           2400 |                0 | FOR         |                                     2400 | FOR                         |  |
| NIKE, INC.                              | 654106103 | 09/10/2024     | To approve executive compensation by an advisory vote.                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |              6 |                0 | FOR         |                                        6 | FOR                         |  |
| NUCOR CORPORATION                       | 670346105 | 05/08/2025     | Approval, on an advisory basis, of Nucor's named executive officer compensation in 2024                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |             17 |                0 | AGAINST     |                                       17 | AGAINST                     |  |
| NVIDIA CORPORATION                      | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           1143 |                0 | FOR         |                                     1143 | FOR                         |  |
| PENTAIR PLC                             | G7S00T104 | 05/06/2025     | To approve, by nonbinding, advisory vote, the compensation of the named executive officers.                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | FOR         |                                       50 | FOR                         |  |
| PHILLIPS 66                             | 718546104 | 05/21/2025     | THE COMPANY'S PROPOSAL TO APPROVE, ON AN ADVISORY BASIS, THE COMPANY'S NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            250 |                0 | FOR         |                                      250 | NONE                        |  |
| PHILLIPS 66                             | 718546104 | 05/21/2025     | THE COMPANY'S PROPOSAL TO APPROVE, ON AN ADVISORY BASIS, THE FREQUENCY OF FUTURE SHAREHOLDER ADVISORY VOTES TO APPROVE EXECUTIVE COMPENSATION.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            250 |                0 | 1 YEAR      |                                      250 | NONE                        |  |
| PPG INDUSTRIES, INC.                    | 693506107 | 04/17/2025     | Approve the compensation of the Company's named executive officers on an advisory basis.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |             21 |                0 | FOR         |                                       21 | FOR                         |  |
| PRIMO BRANDS CORPORATION                | 741623102 | 05/01/2025     | Non-Binding Advisory Vote on Executive Compensation. Approval, on a non-binding advisory basis, of the compensation of Primo Brands Corporation's named executive officers.                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |             53 |                0 | FOR         |                                       53 | FOR                         |  |
| PRIMO BRANDS CORPORATION                | 741623102 | 05/01/2025     | Non-Binding Advisory Vote on the Frequency of Future Advisory Votes on Executive Compensation. Approval, on a non-binding advisory basis, of the frequency of future non-binding advisory votes on the compensation of Primo Brands Corporation's named executive officers.   | SECTION 14A SAY-ON-PAY VOTES |             53 |                0 | 1 YEAR      |                                       53 | FOR                         |  |
| PROG HOLDINGS, INC.                     | 74319R101 | 05/07/2025     | Approval of a non-binding advisory resolution to approve the Company's executive compensation.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             20 |                0 | FOR         |                                       20 | FOR                         |  |
| PROGRESS SOFTWARE CORPORATION           | 743312100 | 05/08/2025     | To approve, on an advisory basis, the compensation of Progress Software Corporation's named executive officers.                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |             17 |                0 | FOR         |                                       17 | FOR                         |  |
| PUBLIC STORAGE                          | 74460D109 | 05/07/2025     | Advisory vote to approve the compensation of the Company's Named Executive Officers.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |              9 |                0 | FOR         |                                        9 | FOR                         |  |
| RAYONIER INC.                           | 754907103 | 05/15/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers as disclosed in the proxy statement.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            105 |                0 | FOR         |                                      105 | FOR                         |  |
| RTX CORPORATION                         | 75513E101 | 05/01/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            933 |                0 | FOR         |                                      933 | FOR                         |  |
| RYDER SYSTEM, INC.                      | 783549108 | 05/02/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |              9 |                0 | FOR         |                                        9 | FOR                         |  |
| S GLOBAL INC.                           | 78409V104 | 05/07/2025     | Approve, on an advisory basis, the executive compensation program for the Company's named executive officers, as described in the Proxy Statement.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             10 |                0 | FOR         |                                       10 | FOR                         |  |
| SEMPRA                                  | 816851109 | 05/13/2025     | Advisory approval of our executive compensation                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            109 |                0 | FOR         |                                      109 | FOR                         |  |
| SENSIENT TECHNOLOGIES CORPORATION       | 81725T100 | 04/24/2025     | Proposal to approve the compensation paid to Sensient's named executive officers, as disclosed pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, compensation tables, and narrative discussion in the accompanying proxy statement. | SECTION 14A SAY-ON-PAY VOTES |             16 |                0 | FOR         |                                       16 | FOR                         |  |
| STRYKER CORPORATION                     | 863667101 | 05/08/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             13 |                0 | FOR         |                                       13 | FOR                         |  |
| SYNOVUS FINANCIAL CORP.                 | 87161C501 | 04/24/2025     | To approve, on an advisory basis, the compensation of Synovus' named executive officers as determined by the Compensation and Human Capital Committee.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            857 |                0 | FOR         |                                      857 | FOR                         |  |
| TANGER INC.                             | 875465106 | 05/09/2025     | To approve, on an advisory (non-binding) basis, named executive officer compensation.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |             58 |                0 | FOR         |                                       58 | FOR                         |  |
| TEXAS INSTRUMENTS INCORPORATED          | 882508104 | 04/17/2025     | Board proposal regarding advisory approval of the Company's executive compensation.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           1510 |                0 | FOR         |                                     1510 | FOR                         |  |
| THE BANK OF NEW YORK MELLON CORPORATION | 064058100 | 04/15/2025     | Advisory resolution to approve the 2024 compensation of our named executive officers.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | FOR         |                                     1000 | FOR                         |  |
| THE CHEFS' WAREHOUSE, INC.              | 163086101 | 05/09/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers as disclosed in the 2025 Proxy Statement.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |             25 |                0 | FOR         |                                       25 | FOR                         |  |
| THE CLOROX COMPANY                      | 189054109 | 11/20/2024     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | FOR         |                                      500 | FOR                         |  |
| THE COCA-COLA COMPANY                   | 191216100 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           1584 |                0 | FOR         |                                     1584 | FOR                         |  |
| THE HERSHEY COMPANY                     | 427866108 | 05/06/2025     | Approve named executive officer compensation on a non-binding advisory basis.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            350 |                0 | FOR         |                                      350 | FOR                         |  |
| THE PNC FINANCIAL SERVICES GROUP, INC.  | 693475105 | 04/23/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             18 |                0 | FOR         |                                       18 | FOR                         |  |
| THE PROCTER  GAMBLE COMPANY             | 742718109 | 10/08/2024     | Advisory Vote to Approve the Company's Executive Compensation (the "Say on Pay" vote).                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            512 |                0 | FOR         |                                      512 | FOR                         |  |
| THE SHERWIN-WILLIAMS COMPANY            | 824348106 | 04/16/2025     | Advisory approval of the compensation of the named executive officers.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |             13 |                0 | FOR         |                                       13 | FOR                         |  |
| THE TJX COMPANIES, INC.                 | 872540109 | 06/10/2025     | Advisory approval of TJX's executive compensation (the say-on-pay vote)                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            979 |                0 | FOR         |                                      979 | FOR                         |  |
| THE WILLIAMS COMPANIES, INC.            | 969457100 | 04/29/2025     | Approve, on an Advisory Basis, the Compensation of our Named Executive Officers.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            192 |                0 | FOR         |                                      192 | FOR                         |  |
| TRINITY INDUSTRIES, INC.                | 896522109 | 05/15/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             96 |                0 | FOR         |                                       96 | FOR                         |  |
| TRIUMPH FINANCIAL, INC.                 | 89679E300 | 04/22/2025     | Management Proposal Regarding Advisory Approval of the Company's Executive Compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |             14 |                0 | AGAINST     |                                       14 | AGAINST                     |  |
| TRIUMPH FINANCIAL, INC.                 | 89679E300 | 04/22/2025     | Management Proposal Regarding Advisory Approval of Frequency of Future Say On Pay Votes.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |             14 |                0 | 1 YEAR      |                                       14 | FOR                         |  |
| UBER TECHNOLOGIES, INC.                 | 90353T100 | 05/05/2025     | Advisory vote to approve 2024 named executive officer compensation.                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |             66 |                0 | FOR         |                                       66 | FOR                         |  |
| UMB FINANCIAL CORPORATION               | 902788108 | 04/29/2025     | An advisory vote (non-binding) on the compensation paid to UMB's named executive officers.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             21 |                0 | FOR         |                                       21 | FOR                         |  |
| UNION PACIFIC CORPORATION               | 907818108 | 05/08/2025     | Approve, by non-binding vote, the compensation of the Company's Named Executive Officers ("Say on Pay").                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |             43 |                0 | FOR         |                                       43 | FOR                         |  |
| UNITI GROUP INC.                        | 91325V108 | 04/02/2025     | The Advisory Compensation Proposal: Approve on an advisory (non-binding) basis the compensation that may be paid or become payable to Uniti's named executive officers that is based on or otherwise relates to the Merger (Proposal 2).                                      | SECTION 14A SAY-ON-PAY VOTES |            199 |                0 | FOR         |                                      199 | FOR                         |  |
| VERIZON COMMUNICATIONS INC.             | 92343V104 | 05/22/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           1300 |                0 | FOR         |                                     1300 | FOR                         |  |
| VISA INC.                               | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |              6 |                0 | FOR         |                                        6 | FOR                         |  |
| VULCAN MATERIALS COMPANY                | 929160109 | 05/09/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |             23 |                0 | FOR         |                                       23 | FOR                         |  |
| W.W. GRAINGER, INC.                     | 384802104 | 04/30/2025     | To approve on a non-binding advisory basis the compensation of Grainger's Named Executive Officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |              5 |                0 | FOR         |                                        5 | FOR                         |  |
| WASTE MANAGEMENT, INC.                  | 94106L109 | 05/13/2025     | Approval, on an advisory basis, of our executive compensation.                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             21 |                0 | FOR         |                                       21 | FOR                         |  |
| WELLS FARGO  COMPANY                    | 949746101 | 04/29/2025     | Advisory vote to approve executive compensation (Say on Pay).                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | FOR         |                                     1000 | FOR                         |  |
| ZURN ELKAY WATER SOLUTIONS CORPORATION  | 98983L108 | 05/01/2025     | Advisory vote to approve the compensation of Zurn Elkay's named executive officers, as disclosed in "Compensation Discussion and Analysis" and "Executive Compensation" in the Proxy Statement.                                                                               | SECTION 14A SAY-ON-PAY VOTES |             56 |                0 | AGAINST     |                                       56 | AGAINST                     |  |

## N-PX: Signature Block

**Reporting Person:** Team Hewins, LLC

**By (Signature):** Ka-Tye Koo

**By (Printed Signature):** Ka-Tye Koo

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

**Date:** 08/19/2025