# EDGAR Filing Document

**Accession Number:** 0001437249
**File Stem:** 0001580642-25-005470
**Filing Date:** 2025-8
**Character Count:** 232228
**Document Hash:** d6a4603848b2b740513350ac6e6e10ac
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001580642-25-005470.hdr.sgml**: 20250826

**ACCESSION NUMBER**: 0001580642-25-005470

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250826

**DATE AS OF CHANGE**: 20250826

**EFFECTIVENESS DATE**: 20250826

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** VALUED ADVISERS TRUST
- **CENTRAL INDEX KEY:** 0001437249

**ORGANIZATION NAME:**
- **EIN:** 262762915

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-22208
- **FILM NUMBER:** 251255985

**BUSINESS ADDRESS:**
- **STREET 1:** 225 PICTORIA DR.
- **STREET 2:** SUITE 450
- **CITY:** CINCINNATI
- **STATE:** OH
- **ZIP:** 45246
- **BUSINESS PHONE:** 513-587-3400

**MAIL ADDRESS:**
- **STREET 1:** 225 PICTORIA DR.
- **STREET 2:** SUITE 450
- **CITY:** CINCINNATI
- **STATE:** OH
- **ZIP:** 45246

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

## N-PX: Filer Information

**Filer CIK:** 0001437249

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Registered Management Investment Company

**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:** VALUED ADVISERS TRUST

**Address:** 225 Pictoria Drive, Ste 450, Cincinnati, OH 45246

**Telephone number:** 513-587-3400

**Name of agent for service:** DLA Piper LLP

**Agent Address:** One Atlantic Center, Atlanta, GA 30309

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

**SEC File Number:** 811-22208

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 549300W12YUPFS7QVT86

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

Institutional Manager.

- [ ] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [x] 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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Election of Directors: Reid G. Hoffman                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |           3663 |                0 | For         |                                     3663 | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Election of Directors: Hugh F. Johnston                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |           3663 |                0 | For         |                                     3663 | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Election of Directors: Teri L. List                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                                                                                                                           |           3663 |                0 | For         |                                     3663 | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Election of Directors: Catherine MacGregor                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                                                                                                                           |           3663 |                0 | For         |                                     3663 | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Election of Directors: Mark A. L. Mason                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |           3663 |                0 | For         |                                     3663 | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Election of Directors: Satya Nadella                                                                                                                                                                                                                                                                                      | DIRECTOR ELECTIONS                                                                                                                           |           3663 |                0 | For         |                                     3663 | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Election of Directors: Sandra E. Peterson                                                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |           3663 |                0 | For         |                                     3663 | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Election of Directors: Penny S. Pritzker                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |           3663 |                0 | For         |                                     3663 | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Election of Directors: Carlos A. Rodriguez                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                                                                                                                           |           3663 |                0 | For         |                                     3663 | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Election of Directors: Charles W. Scharf                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |           3663 |                0 | For         |                                     3663 | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Election of Directors: John W. Stanton                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |           3663 |                0 | For         |                                     3663 | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Election of Directors: Emma N. Walmsley                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |           3663 |                0 | For         |                                     3663 | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote")                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES                                                                                                                 |           3663 |                0 | For         |                                     3663 | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Ratification of the Selection of Deloitte  Touche LLP as our Independent Auditor for Fiscal Year 2025                                                                                                                                                                                                                     | AUDIT-RELATED                                                                                                                                |           3663 |                0 | For         |                                     3663 | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Report on Risks of Weapons Development                                                                                                                                                                                                                                                                                    | OTHER SOCIAL ISSUES                                                                                                                          |           3663 |                0 | Against     |                                     3663 | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Assessment of Investing in Bitcoin                                                                                                                                                                                                                                                                                        | OTHER SOCIAL ISSUES                                                                                                                          |           3663 |                0 | For         |                                     3663 | AGAINST                     |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Report on Data Operations in Human Rights Hotspots                                                                                                                                                                                                                                                                        | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE                                                                                                      |           3663 |                0 | Against     |                                     3663 | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Report on Artificial Intelligence and Machine Learning Tools for Oil and Gas Development and Production                                                                                                                                                                                                                   | OTHER SOCIAL ISSUES                                                                                                                          |           3663 |                0 | Against     |                                     3663 | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Report on AI Misinformation and Disinformation                                                                                                                                                                                                                                                                            | OTHER SOCIAL ISSUES                                                                                                                          |           3663 |                0 | Against     |                                     3663 | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Report on AI Data Sourcing Accountability                                                                                                                                                                                                                                                                                 | OTHER SOCIAL ISSUES                                                                                                                          |           3663 |                0 | Against     |                                     3663 | FOR                         |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | To elect the eleven director nominees named in the proxy statement: Lloyd A. Carney                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                                                                                                                           |          13207 |                0 | For         |                                    13207 | FOR                         |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | To elect the eleven director nominees named in the proxy statement: Kermit R. Crawford                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |          13207 |                0 | For         |                                    13207 | FOR                         |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | To elect the eleven director nominees named in the proxy statement: Francisco Javier Fern?ndez-Carbajal                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |          13207 |                0 | For         |                                    13207 | FOR                         |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | To elect the eleven director nominees named in the proxy statement: Ramon Laguarta                                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                                                                                                                           |          13207 |                0 | For         |                                    13207 | FOR                         |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | To elect the eleven director nominees named in the proxy statement: Teri L. List                                                                                                                                                                                                                                          | DIRECTOR ELECTIONS                                                                                                                           |          13207 |                0 | For         |                                    13207 | FOR                         |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | To elect the eleven director nominees named in the proxy statement: John F. Lundgren                                                                                                                                                                                                                                      | DIRECTOR ELECTIONS                                                                                                                           |          13207 |                0 | For         |                                    13207 | FOR                         |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | To elect the eleven director nominees named in the proxy statement: Ryan McInerney                                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                                                                                                                           |          13207 |                0 | For         |                                    13207 | FOR                         |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | To elect the eleven director nominees named in the proxy statement: Denise M. Morrison                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |          13207 |                0 | For         |                                    13207 | FOR                         |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | To elect the eleven director nominees named in the proxy statement: Pamela Murphy                                                                                                                                                                                                                                         | DIRECTOR ELECTIONS                                                                                                                           |          13207 |                0 | For         |                                    13207 | FOR                         |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | To elect the eleven director nominees named in the proxy statement: Linda J. Rendle                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                                                                                                                           |          13207 |                0 | For         |                                    13207 | FOR                         |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | To elect the eleven director nominees named in the proxy statement: Maynard G. Webb, Jr.                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |          13207 |                0 | For         |                                    13207 | 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                                                                                                                 |          13207 |                0 | For         |                                    13207 | FOR                         |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | To ratify the appointment of KPMG LLP as our independent registered public accounting firm for fiscal year 2025.                                                                                                                                                                                                          | AUDIT-RELATED                                                                                                                                |          13207 |                0 | For         |                                    13207 | FOR                         |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | Shareholder proposal on gender-based compensation gaps and associated risks.                                                                                                                                                                                                                                              | ENVIRONMENT OR CLIMATE; DIVERSITY, EQUITY, AND INCLUSION; OTHER SOCIAL ISSUES                                                                |          13207 |                0 | For         |                                    13207 | AGAINST                     |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | Shareholder proposal requesting a report on policy on merchant category codes.                                                                                                                                                                                                                                            | OTHER SOCIAL ISSUES                                                                                                                          |          13207 |                0 | For         |                                    13207 | AGAINST                     |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | Shareholder proposal requesting adoption of a new director election resignation governance guideline.                                                                                                                                                                                                                     | CORPORATE GOVERNANCE                                                                                                                         |          13207 |                0 | For         |                                    13207 | AGAINST                     |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | Shareholder proposal on transparency in lobbying.                                                                                                                                                                                                                                                                         | OTHER SOCIAL ISSUES                                                                                                                          |          13207 |                0 | Against     |                                    13207 | FOR                         |  |
| Starbucks Corporation                        | 855244109 | 03/12/2025     | Election of Directors: Ritch Allison                                                                                                                                                                                                                                                                                      | DIRECTOR ELECTIONS                                                                                                                           |          23665 |                0 | For         |                                    23665 | FOR                         |  |
| Starbucks Corporation                        | 855244109 | 03/12/2025     | Election of Directors: Andy Campion                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                                                                                                                           |          23665 |                0 | For         |                                    23665 | FOR                         |  |
| Starbucks Corporation                        | 855244109 | 03/12/2025     | Election of Directors: Beth Ford                                                                                                                                                                                                                                                                                          | DIRECTOR ELECTIONS                                                                                                                           |          23665 |                0 | Against     |                                    23665 | AGAINST                     |  |
| Starbucks Corporation                        | 855244109 | 03/12/2025     | Election of Directors: J?rgen Vig Knudstorp                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                                                                                                                           |          23665 |                0 | For         |                                    23665 | FOR                         |  |
| Starbucks Corporation                        | 855244109 | 03/12/2025     | Election of Directors: Neal Mohan                                                                                                                                                                                                                                                                                         | DIRECTOR ELECTIONS                                                                                                                           |          23665 |                0 | For         |                                    23665 | FOR                         |  |
| Starbucks Corporation                        | 855244109 | 03/12/2025     | Election of Directors: Brian Niccol                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                                                                                                                           |          23665 |                0 | For         |                                    23665 | FOR                         |  |
| Starbucks Corporation                        | 855244109 | 03/12/2025     | Election of Directors: Daniel Servitje                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |          23665 |                0 | For         |                                    23665 | FOR                         |  |
| Starbucks Corporation                        | 855244109 | 03/12/2025     | Election of Directors: Mike Sievert                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                                                                                                                           |          23665 |                0 | For         |                                    23665 | FOR                         |  |
| Starbucks Corporation                        | 855244109 | 03/12/2025     | Election of Directors: Wei Zhang                                                                                                                                                                                                                                                                                          | DIRECTOR ELECTIONS                                                                                                                           |          23665 |                0 | For         |                                    23665 | FOR                         |  |
| Starbucks Corporation                        | 855244109 | 03/12/2025     | Approve, on an advisory, nonbinding basis, the compensation of our named executive officers                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES                                                                                                                 |          23665 |                0 | For         |                                    23665 | FOR                         |  |
| Starbucks Corporation                        | 855244109 | 03/12/2025     | Ratification of selection of Deloitte  Touche LLP as our independent registered public accounting firm for fiscal 2025                                                                                                                                                                                                    | AUDIT-RELATED                                                                                                                                |          23665 |                0 | For         |                                    23665 | FOR                         |  |
| Starbucks Corporation                        | 855244109 | 03/12/2025     | Shareholder proposal requesting an annual report on discrimination risks related to charitable giving                                                                                                                                                                                                                     | ENVIRONMENT OR CLIMATE; DIVERSITY, EQUITY, AND INCLUSION; OTHER SOCIAL ISSUES                                                                |          23665 |                0 | For         |                                    23665 | AGAINST                     |  |
| Starbucks Corporation                        | 855244109 | 03/12/2025     | Shareholder proposal regarding independent board chair requirements                                                                                                                                                                                                                                                       | CORPORATE GOVERNANCE                                                                                                                         |          23665 |                0 | Against     |                                    23665 | FOR                         |  |
| Starbucks Corporation                        | 855244109 | 03/12/2025     | Shareholder proposal requesting a report on human rights risks related to labor organizing                                                                                                                                                                                                                                | ENVIRONMENT OR CLIMATE; DIVERSITY, EQUITY, AND INCLUSION; OTHER SOCIAL ISSUES                                                                |          23665 |                0 | For         |                                    23665 | AGAINST                     |  |
| Starbucks Corporation                        | 855244109 | 03/12/2025     | Shareholder proposal requesting disclosure on cage-free egg commitments in China and Japan                                                                                                                                                                                                                                | OTHER SOCIAL ISSUES                                                                                                                          |          23665 |                0 | For         |                                    23665 | AGAINST                     |  |
| Starbucks Corporation                        | 855244109 | 03/12/2025     | Shareholder proposal requesting an annual emissions congruency report                                                                                                                                                                                                                                                     | ENVIRONMENT OR CLIMATE                                                                                                                       |          23665 |                0 | For         |                                    23665 | AGAINST                     |  |
| Agilent Technologies, Inc.                   | 00846U101 | 03/13/2025     | Election of Directors: To elect two directors to a three-year term. At the annual meeting, the Board of Directors intends to present the following nominees for election as directors: Otis W. Brawley, M.D.                                                                                                              | DIRECTOR ELECTIONS                                                                                                                           |          21129 |                0 | For         |                                    21129 | FOR                         |  |
| Agilent Technologies, Inc.                   | 00846U101 | 03/13/2025     | Election of Directors: To elect two directors to a three-year term. At the annual meeting, the Board of Directors intends to present the following nominees for election as directors: Mikael Dolsten, M.D., Ph.D.                                                                                                        | DIRECTOR ELECTIONS                                                                                                                           |          21129 |                0 | For         |                                    21129 | FOR                         |  |
| Agilent Technologies, Inc.                   | 00846U101 | 03/13/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES                                                                                                                 |          21129 |                0 | For         |                                    21129 | FOR                         |  |
| Agilent Technologies, Inc.                   | 00846U101 | 03/13/2025     | To ratify the Audit and Finance Committee's appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm.                                                                                                                                                                               | AUDIT-RELATED                                                                                                                                |          21129 |                0 | For         |                                    21129 | FOR                         |  |
| Agilent Technologies, Inc.                   | 00846U101 | 03/13/2025     | To approve the amendments to Agilent's Second Amended and Restated Certificate of Incorporation to remove supermajority voting requirements.                                                                                                                                                                              | CORPORATE GOVERNANCE                                                                                                                         |          21129 |                0 | For         |                                    21129 | FOR                         |  |
| Agilent Technologies, Inc.                   | 00846U101 | 03/13/2025     | To elect each director annually.                                                                                                                                                                                                                                                                                          | SHAREHOLDER RIGHTS AND DEFENSES                                                                                                              |          21129 |                0 | None        |                                    21129 | NONE                        |  |
| Carrier Global Corporation                   | 14448C104 | 04/09/2025     | Election of Directors: Jean-Pierre Garnier                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                                                                                                                           |          38865 |                0 | For         |                                    38865 | FOR                         |  |
| Carrier Global Corporation                   | 14448C104 | 04/09/2025     | Election of Directors: David Gitlin                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                                                                                                                           |          38865 |                0 | For         |                                    38865 | FOR                         |  |
| Carrier Global Corporation                   | 14448C104 | 04/09/2025     | Election of Directors: John J. Greisch                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |          38865 |                0 | For         |                                    38865 | FOR                         |  |
| Carrier Global Corporation                   | 14448C104 | 04/09/2025     | Election of Directors: Charles M. Holley, Jr.                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                                                                                                                           |          38865 |                0 | For         |                                    38865 | FOR                         |  |
| Carrier Global Corporation                   | 14448C104 | 04/09/2025     | Election of Directors: Michael M. McNamara                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                                                                                                                           |          38865 |                0 | For         |                                    38865 | FOR                         |  |
| Carrier Global Corporation                   | 14448C104 | 04/09/2025     | Election of Directors: Amy E. Miles                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                                                                                                                           |          38865 |                0 | For         |                                    38865 | FOR                         |  |
| Carrier Global Corporation                   | 14448C104 | 04/09/2025     | Election of Directors: Susan N. Story                                                                                                                                                                                                                                                                                     | DIRECTOR ELECTIONS                                                                                                                           |          38865 |                0 | For         |                                    38865 | FOR                         |  |
| Carrier Global Corporation                   | 14448C104 | 04/09/2025     | Election of Directors: Michael A. Todman                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |          38865 |                0 | For         |                                    38865 | FOR                         |  |
| Carrier Global Corporation                   | 14448C104 | 04/09/2025     | Election of Directors: Maximilian (Max) Viessmann                                                                                                                                                                                                                                                                         | DIRECTOR ELECTIONS                                                                                                                           |          38865 |                0 | For         |                                    38865 | FOR                         |  |
| Carrier Global Corporation                   | 14448C104 | 04/09/2025     | Election of Directors: Virginia M. Wilson                                                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |          38865 |                0 | For         |                                    38865 | FOR                         |  |
| Carrier Global Corporation                   | 14448C104 | 04/09/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES                                                                                                                 |          38865 |                0 | For         |                                    38865 | FOR                         |  |
| Carrier Global Corporation                   | 14448C104 | 04/09/2025     | Approve an Amendment to the Carrier Global Corporation 2020 Long-Term Incentive Plan                                                                                                                                                                                                                                      | COMPENSATION                                                                                                                                 |          38865 |                0 | For         |                                    38865 | FOR                         |  |
| Carrier Global Corporation                   | 14448C104 | 04/09/2025     | Ratify Appointment of PricewaterhouseCoopers LLP to Serve as Independent Auditor for 2025                                                                                                                                                                                                                                 | AUDIT-RELATED                                                                                                                                |          38865 |                0 | For         |                                    38865 | FOR                         |  |
| Carrier Global Corporation                   | 14448C104 | 04/09/2025     | Shareowner Proposal Requesting a Lobbying Transparency Report                                                                                                                                                                                                                                                             | OTHER SOCIAL ISSUES                                                                                                                          |          38865 |                0 | Against     |                                    38865 | FOR                         |  |
| Moody's Corporation                          | 615369105 | 04/15/2025     | Election of Directors: Jorge A. Bermudez                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |           3190 |                0 | For         |                                     3190 | FOR                         |  |
| Moody's Corporation                          | 615369105 | 04/15/2025     | Election of Directors: Th?r?se Esperdy                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |           3190 |                0 | For         |                                     3190 | FOR                         |  |
| Moody's Corporation                          | 615369105 | 04/15/2025     | Election of Directors: Robert Fauber                                                                                                                                                                                                                                                                                      | DIRECTOR ELECTIONS                                                                                                                           |           3190 |                0 | For         |                                     3190 | FOR                         |  |
| Moody's Corporation                          | 615369105 | 04/15/2025     | Election of Directors: Vincent A. Forlenza                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                                                                                                                           |           3190 |                0 | For         |                                     3190 | FOR                         |  |
| Moody's Corporation                          | 615369105 | 04/15/2025     | Election of Directors: Lloyd W. Howell, Jr.                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                                                                                                                           |           3190 |                0 | For         |                                     3190 | FOR                         |  |
| Moody's Corporation                          | 615369105 | 04/15/2025     | Election of Directors: Jose M. Minaya                                                                                                                                                                                                                                                                                     | DIRECTOR ELECTIONS                                                                                                                           |           3190 |                0 | For         |                                     3190 | FOR                         |  |
| Moody's Corporation                          | 615369105 | 04/15/2025     | Election of Directors: Leslie F. Seidman                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |           3190 |                0 | For         |                                     3190 | FOR                         |  |
| Moody's Corporation                          | 615369105 | 04/15/2025     | Election of Directors: Zig Serafin                                                                                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                                                                                                                           |           3190 |                0 | For         |                                     3190 | FOR                         |  |
| Moody's Corporation                          | 615369105 | 04/15/2025     | Election of Directors: Bruce Van Saun                                                                                                                                                                                                                                                                                     | DIRECTOR ELECTIONS                                                                                                                           |           3190 |                0 | For         |                                     3190 | FOR                         |  |
| Moody's Corporation                          | 615369105 | 04/15/2025     | Ratification of the appointment of KPMG LLP as independent registered public accounting firm of the Company for 2025.                                                                                                                                                                                                     | AUDIT-RELATED                                                                                                                                |           3190 |                0 | For         |                                     3190 | FOR                         |  |
| Moody's Corporation                          | 615369105 | 04/15/2025     | Advisory resolution approving executive compensation.                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES                                                                                                                 |           3190 |                0 | For         |                                     3190 | FOR                         |  |
| Moody's Corporation                          | 615369105 | 04/15/2025     | Stockholder proposal requesting stockholder ratification of certain executive severance arrangements.                                                                                                                                                                                                                     | COMPENSATION                                                                                                                                 |           3190 |                0 | For         |                                     3190 | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Election of Directors: Steven D. Black                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |          36142 |                0 | For         |                                    36142 | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Election of Directors: Mark A. Chancy                                                                                                                                                                                                                                                                                     | DIRECTOR ELECTIONS                                                                                                                           |          36142 |                0 | For         |                                    36142 | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Election of Directors: Celeste A. Clark                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |          36142 |                0 | For         |                                    36142 | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Election of Directors: Theodore F. Craver, Jr.                                                                                                                                                                                                                                                                            | DIRECTOR ELECTIONS                                                                                                                           |          36142 |                0 | For         |                                    36142 | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Election of Directors: Richard K. Davis                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |          36142 |                0 | For         |                                    36142 | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Election of Directors: Fabian T. Garcia                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |          36142 |                0 | For         |                                    36142 | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Election of Directors: Wayne M. Hewett                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |          36142 |                0 | Against     |                                    36142 | AGAINST                     |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Election of Directors: CeCelia G. Morken                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |          36142 |                0 | For         |                                    36142 | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Election of Directors: Maria R. Morris                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |          36142 |                0 | Against     |                                    36142 | AGAINST                     |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Election of Directors: Felicia F. Norwood                                                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |          36142 |                0 | For         |                                    36142 | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Election of Directors: Ronald L. Sargent                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |          36142 |                0 | For         |                                    36142 | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Election of Directors: Charles W. Scharf                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |          36142 |                0 | For         |                                    36142 | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Election of Directors: Suzanne M. Vautrinot                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                                                                                                                           |          36142 |                0 | For         |                                    36142 | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Advisory vote to approve executive compensation (Say on Pay).                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES                                                                                                                 |          36142 |                0 | For         |                                    36142 | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for 2025.                                                                                                                                                                                                      | AUDIT-RELATED                                                                                                                                |          36142 |                0 | For         |                                    36142 | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination.                                                                                                                                                                                                                            | OTHER                                                                                                                                        |          36142 |                0 | Against     |                                    36142 | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values.                                                                                                                                                                                                                            | OTHER SOCIAL ISSUES                                                                                                                          |          36142 |                0 | Against     |                                    36142 | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Shareholder Proposal - Energy Supply Ratio.                                                                                                                                                                                                                                                                               | ENVIRONMENT OR CLIMATE                                                                                                                       |          36142 |                0 | Against     |                                    36142 | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights.                                                                                                                                                                                                                                                   | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE                                                                                                      |          36142 |                0 | Against     |                                    36142 | FOR                         |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Election of Directors: Warren E. Buffett                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |           3431 |                0 | Against     |                                     3431 | AGAINST                     |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Election of Directors: Gregory E. Abel                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |           3431 |                0 | For         |                                     3431 | FOR                         |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Election of Directors: Howard G. Buffett                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |           3431 |                0 | For         |                                     3431 | FOR                         |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Election of Directors: Susan A. Buffett                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |           3431 |                0 | For         |                                     3431 | FOR                         |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Election of Directors: Stephen B. Burke                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |           3431 |                0 | Against     |                                     3431 | AGAINST                     |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Election of Directors: Kenneth I. Chenault                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                                                                                                                           |           3431 |                0 | Against     |                                     3431 | AGAINST                     |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Election of Directors: Christopher C. Davis                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                                                                                                                           |           3431 |                0 | For         |                                     3431 | FOR                         |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Election of Directors: Susan L. Decker                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |           3431 |                0 | Against     |                                     3431 | AGAINST                     |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Election of Directors: Charlotte Guyman                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |           3431 |                0 | Against     |                                     3431 | AGAINST                     |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Election of Directors: Ajit Jain                                                                                                                                                                                                                                                                                          | DIRECTOR ELECTIONS                                                                                                                           |           3431 |                0 | For         |                                     3431 | FOR                         |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Election of Directors: Thomas S. Murphy, Jr.                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                                                                                                                           |           3431 |                0 | Against     |                                     3431 | AGAINST                     |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Election of Directors: Wallace R. Weitz                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |           3431 |                0 | For         |                                     3431 | FOR                         |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Election of Directors: Meryl B. Witmer                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |           3431 |                0 | For         |                                     3431 | FOR                         |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Shareholder proposal requesting that the Company publish a report regarding the costs and benefits of Berkshire Hathaway Energy's voluntary environmental activities.                                                                                                                                                     | ENVIRONMENT OR CLIMATE                                                                                                                       |           3431 |                0 | For         |                                     3431 | AGAINST                     |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio.                                                                                                                                                                                                                                    | DIVERSITY, EQUITY, AND INCLUSION                                                                                                             |           3431 |                0 | For         |                                     3431 | AGAINST                     |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Shareholder proposal requesting that the Company issue a civil rights and non-discrimination report.                                                                                                                                                                                                                      | ENVIRONMENT OR CLIMATE; DIVERSITY, EQUITY, AND INCLUSION; OTHER SOCIAL ISSUES                                                                |           3431 |                0 | For         |                                     3431 | AGAINST                     |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Shareholder proposal requesting that the Board of Directors oversee an independent racial discrimination audit.                                                                                                                                                                                                           | ENVIRONMENT OR CLIMATE; DIVERSITY, EQUITY, AND INCLUSION; OTHER SOCIAL ISSUES                                                                |           3431 |                0 | For         |                                     3431 | AGAINST                     |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Shareholder proposal requesting that the Company designate a Board Committee to oversee the Company's diversity and inclusion strategy.                                                                                                                                                                                   | CORPORATE GOVERNANCE; ENVIRONMENT OR CLIMATE; HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE; DIVERSITY, EQUITY, AND INCLUSION; OTHER SOCIAL ISSUES |           3431 |                0 | For         |                                     3431 | AGAINST                     |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Shareholder proposal requesting that the Company annually disclose its clean energy financing ratio.                                                                                                                                                                                                                      | ENVIRONMENT OR CLIMATE                                                                                                                       |           3431 |                0 | Against     |                                     3431 | FOR                         |  |
| Berkshire Hathaway Inc.                      | 084670702 | 05/03/2025     | Shareholder proposal requesting that the Board charter a new committee of independent directors to address risks associated with the development and deployment of AI across the Company's operations.                                                                                                                    | CORPORATE GOVERNANCE; ENVIRONMENT OR CLIMATE; HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE; DIVERSITY, EQUITY, AND INCLUSION; OTHER SOCIAL ISSUES |           3431 |                0 | Against     |                                     3431 | FOR                         |  |
| Zebra Technologies Corporation               | 989207105 | 05/08/2025     | Election of Directors: Nelda J. Connors                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |           6077 |                0 | For         |                                     6077 | FOR                         |  |
| Zebra Technologies Corporation               | 989207105 | 05/08/2025     | Election of Directors: Frank B. Modruson                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |           6077 |                0 | For         |                                     6077 | FOR                         |  |
| Zebra Technologies Corporation               | 989207105 | 05/08/2025     | Election of Directors: Michael A. Smith                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |           6077 |                0 | For         |                                     6077 | FOR                         |  |
| Zebra Technologies Corporation               | 989207105 | 05/08/2025     | Advisory vote to approve Named Executive Officers' compensation ("Say-on-Pay").                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES                                                                                                                 |           6077 |                0 | For         |                                     6077 | FOR                         |  |
| Zebra Technologies Corporation               | 989207105 | 05/08/2025     | Ratify the appointment of Ernst  Young LLP as our independent auditor for 2025.                                                                                                                                                                                                                                           | AUDIT-RELATED                                                                                                                                |           6077 |                0 | For         |                                     6077 | FOR                         |  |
| GXO Logistics, Inc.                          | 36262G101 | 05/13/2025     | Election of Directors: To elect nine (9) members of our Board of Directors for a term to expire at the 2026 Annual Meeting of Stockholders or until their respective successors shall have been duly elected and qualified or until their earlier resignation or removal: Brad Jacobs Non-Executive Chairman of the Board | DIRECTOR ELECTIONS                                                                                                                           |          37043 |                0 | For         |                                    37043 | FOR                         |  |
| GXO Logistics, Inc.                          | 36262G101 | 05/13/2025     | Election of Directors: To elect nine (9) members of our Board of Directors for a term to expire at the 2026 Annual Meeting of Stockholders or until their respective successors shall have been duly elected and qualified or until their earlier resignation or removal: Marlene Colucci Lead Independent Director       | DIRECTOR ELECTIONS                                                                                                                           |          37043 |                0 | For         |                                    37043 | FOR                         |  |
| GXO Logistics, Inc.                          | 36262G101 | 05/13/2025     | Election of Directors: To elect nine (9) members of our Board of Directors for a term to expire at the 2026 Annual Meeting of Stockholders or until their respective successors shall have been duly elected and qualified or until their earlier resignation or removal: Todd Cooper Director                            | DIRECTOR ELECTIONS                                                                                                                           |          37043 |                0 | For         |                                    37043 | FOR                         |  |
| GXO Logistics, Inc.                          | 36262G101 | 05/13/2025     | Election of Directors: To elect nine (9) members of our Board of Directors for a term to expire at the 2026 Annual Meeting of Stockholders or until their respective successors shall have been duly elected and qualified or until their earlier resignation or removal: Matthew Fassler Director                        | DIRECTOR ELECTIONS                                                                                                                           |          37043 |                0 | Against     |                                    37043 | AGAINST                     |  |
| GXO Logistics, Inc.                          | 36262G101 | 05/13/2025     | Election of Directors: To elect nine (9) members of our Board of Directors for a term to expire at the 2026 Annual Meeting of Stockholders or until their respective successors shall have been duly elected and qualified or until their earlier resignation or removal: Julio Nemeth Director                           | DIRECTOR ELECTIONS                                                                                                                           |          37043 |                0 | For         |                                    37043 | FOR                         |  |
| GXO Logistics, Inc.                          | 36262G101 | 05/13/2025     | Election of Directors: To elect nine (9) members of our Board of Directors for a term to expire at the 2026 Annual Meeting of Stockholders or until their respective successors shall have been duly elected and qualified or until their earlier resignation or removal: Jason Papastavrou, Ph.D. Director               | DIRECTOR ELECTIONS                                                                                                                           |          37043 |                0 | For         |                                    37043 | FOR                         |  |
| GXO Logistics, Inc.                          | 36262G101 | 05/13/2025     | Election of Directors: To elect nine (9) members of our Board of Directors for a term to expire at the 2026 Annual Meeting of Stockholders or until their respective successors shall have been duly elected and qualified or until their earlier resignation or removal: Torsten Pilz, Ph.D. Director                    | DIRECTOR ELECTIONS                                                                                                                           |          37043 |                0 | For         |                                    37043 | FOR                         |  |
| GXO Logistics, Inc.                          | 36262G101 | 05/13/2025     | Election of Directors: To elect nine (9) members of our Board of Directors for a term to expire at the 2026 Annual Meeting of Stockholders or until their respective successors shall have been duly elected and qualified or until their earlier resignation or removal: Laura Wilkin Director                           | DIRECTOR ELECTIONS                                                                                                                           |          37043 |                0 | For         |                                    37043 | FOR                         |  |
| GXO Logistics, Inc.                          | 36262G101 | 05/13/2025     | Election of Directors: To elect nine (9) members of our Board of Directors for a term to expire at the 2026 Annual Meeting of Stockholders or until their respective successors shall have been duly elected and qualified or until their earlier resignation or removal: Kyle Wismans Director                           | DIRECTOR ELECTIONS                                                                                                                           |          37043 |                0 | For         |                                    37043 | FOR                         |  |
| GXO Logistics, Inc.                          | 36262G101 | 05/13/2025     | Ratification of the Appointment of our Independent Public Accounting Firm To ratify the appointment of KPMG LLP as the company's independent registered public accounting firm for fiscal year 2025."                                                                                                                     | AUDIT-RELATED                                                                                                                                |          37043 |                0 | FOR         |                                    37043 | FOR                         |  |
| GXO Logistics, Inc.                          | 36262G101 | 05/13/2025     | Advisory Vote to Approve Executive Compensation To conduct an advisory vote to approve the executive compensation of the company's named executive officers (""NEOs"") as disclosed in this Proxy Stat                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES                                                                                                                 |          37043 |                0 | FOR         |                                    37043 | FOR                         |  |
| Fiserv, Inc.                                 | 337738108 | 05/14/2025     | Elect Director Frank J. Bisignano *Withdrawn Resolution*                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |          20768 |                0 | None        |                                    20768 | NONE                        |  |
| Fiserv, Inc.                                 | 337738108 | 05/14/2025     | Election of Directors: Stephanie E. Cohen                                                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |          20768 |                0 | For         |                                    20768 | FOR                         |  |
| Fiserv, Inc.                                 | 337738108 | 05/14/2025     | Election of Directors: Henrique de Castro                                                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |          20768 |                0 | For         |                                    20768 | FOR                         |  |
| Fiserv, Inc.                                 | 337738108 | 05/14/2025     | Election of Directors: Harry F. DiSimone                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |          20768 |                0 | For         |                                    20768 | FOR                         |  |
| Fiserv, Inc.                                 | 337738108 | 05/14/2025     | Election of Directors: Lance M. Fritz                                                                                                                                                                                                                                                                                     | DIRECTOR ELECTIONS                                                                                                                           |          20768 |                0 | For         |                                    20768 | FOR                         |  |
| Fiserv, Inc.                                 | 337738108 | 05/14/2025     | Election of Directors: Ajei S. Gopal                                                                                                                                                                                                                                                                                      | DIRECTOR ELECTIONS                                                                                                                           |          20768 |                0 | For         |                                    20768 | FOR                         |  |
| Fiserv, Inc.                                 | 337738108 | 05/14/2025     | Election of Directors: Michael P. Lyons                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |          20768 |                0 | For         |                                    20768 | FOR                         |  |
| Fiserv, Inc.                                 | 337738108 | 05/14/2025     | Election of Directors: Wafaa Mamilli                                                                                                                                                                                                                                                                                      | DIRECTOR ELECTIONS                                                                                                                           |          20768 |                0 | For         |                                    20768 | FOR                         |  |
| Fiserv, Inc.                                 | 337738108 | 05/14/2025     | Election of Directors: Doyle R. Simons                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |          20768 |                0 | For         |                                    20768 | FOR                         |  |
| Fiserv, Inc.                                 | 337738108 | 05/14/2025     | Election of Directors: Kevin M. Warren                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |          20768 |                0 | For         |                                    20768 | FOR                         |  |
| Fiserv, Inc.                                 | 337738108 | 05/14/2025     | Election of Directors: Charlotte B. Yarkoni                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                                                                                                                           |          20768 |                0 | For         |                                    20768 | FOR                         |  |
| Fiserv, Inc.                                 | 337738108 | 05/14/2025     | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc.                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES                                                                                                                 |          20768 |                0 | For         |                                    20768 | FOR                         |  |
| Fiserv, Inc.                                 | 337738108 | 05/14/2025     | To ratify the appointment of Deloitte  Touche LLP as the independent registered public accounting firm of Fiserv, Inc. for 2025.                                                                                                                                                                                          | AUDIT-RELATED                                                                                                                                |          20768 |                0 | For         |                                    20768 | FOR                         |  |
| Fiserv, Inc.                                 | 337738108 | 05/14/2025     | Shareholder proposal requesting amendments to the Fiserv, Inc. Compensation Recoupment Policy.                                                                                                                                                                                                                            | COMPENSATION                                                                                                                                 |          20768 |                0 | For         |                                    20768 | AGAINST                     |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | ELECTION OF DIRECTORS: Jeffrey P. Bezos                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |          20941 |                0 | Against     |                                    20941 | AGAINST                     |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | ELECTION OF DIRECTORS: Andrew R. Jassy                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |          20941 |                0 | For         |                                    20941 | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | ELECTION OF DIRECTORS: Keith B. Alexander                                                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |          20941 |                0 | For         |                                    20941 | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | ELECTION OF DIRECTORS: Edith W. Cooper                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |          20941 |                0 | For         |                                    20941 | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | ELECTION OF DIRECTORS: Jamie S. Gorelick                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |          20941 |                0 | For         |                                    20941 | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | ELECTION OF DIRECTORS: Daniel P. Huttenlocher                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                                                                                                                           |          20941 |                0 | For         |                                    20941 | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | ELECTION OF DIRECTORS: Andrew Y. Ng                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                                                                                                                           |          20941 |                0 | For         |                                    20941 | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | ELECTION OF DIRECTORS: Indra K. Nooyi                                                                                                                                                                                                                                                                                     | DIRECTOR ELECTIONS                                                                                                                           |          20941 |                0 | For         |                                    20941 | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | ELECTION OF DIRECTORS: Jonathan J. Rubinstein                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                                                                                                                           |          20941 |                0 | For         |                                    20941 | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | ELECTION OF DIRECTORS: Brad D. Smith                                                                                                                                                                                                                                                                                      | DIRECTOR ELECTIONS                                                                                                                           |          20941 |                0 | For         |                                    20941 | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | ELECTION OF DIRECTORS: Patricia Q. Stonesifer                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                                                                                                                           |          20941 |                0 | For         |                                    20941 | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | ELECTION OF DIRECTORS: Wendell P. Weeks                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |          20941 |                0 | For         |                                    20941 | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | RATIFICATION OF THE APPOINTMENT OF ERNST  YOUNG LLP AS INDEPENDENT AUDITORS                                                                                                                                                                                                                                               | AUDIT-RELATED                                                                                                                                |          20941 |                0 | For         |                                    20941 | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES                                                                                                                 |          20941 |                0 | Against     |                                    20941 | AGAINST                     |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | SHAREHOLDER PROPOSAL REQUESTING A MANDATORY POLICY SEPARATING THE ROLES OF CEO AND CHAIR OF THE BOARD                                                                                                                                                                                                                     | CORPORATE GOVERNANCE                                                                                                                         |          20941 |                0 | Against     |                                    20941 | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON ADVERTISING RISKS                                                                                                                                                                                                                                                             | ENVIRONMENT OR CLIMATE; DIVERSITY, EQUITY, AND INCLUSION; OTHER SOCIAL ISSUES                                                                |          20941 |                0 | For         |                                    20941 | AGAINST                     |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING                                                                                                                                                                                                                                                           | ENVIRONMENT OR CLIMATE                                                                                                                       |          20941 |                0 | Against     |                                    20941 | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS                                                                                                                                                                                                                     | ENVIRONMENT OR CLIMATE                                                                                                                       |          20941 |                0 | Against     |                                    20941 | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | SHAREHOLDER PROPOSAL REQUESTING AN ASSESSMENT OF BOARD STRUCTURE FOR OVERSIGHT OF AI                                                                                                                                                                                                                                      | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE                                                                                                      |          20941 |                0 | Against     |                                    20941 | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS                                                                                                                                                                                                                                                           | ENVIRONMENT OR CLIMATE                                                                                                                       |          20941 |                0 | Against     |                                    20941 | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS                                                                                                                                                                                                                                                  | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE                                                                                                      |          20941 |                0 | Against     |                                    20941 | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON DATA USAGE OVERSIGHT IN AI OFFERINGS                                                                                                                                                                                                                                          | OTHER SOCIAL ISSUES                                                                                                                          |          20941 |                0 | Against     |                                    20941 | FOR                         |  |
| Old Dominion Freight Line, Inc.              | 679580100 | 05/21/2025     | Election of twelve directors named below to the Company's Board of Directors for one-year terms and until their respective successors have been elected and qualified, as set forth in the accompanying proxy statement: Sherry A. Aaholm                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |           8094 |                0 | For         |                                     8094 | FOR                         |  |
| Old Dominion Freight Line, Inc.              | 679580100 | 05/21/2025     | Election of twelve directors named below to the Company's Board of Directors for one-year terms and until their respective successors have been elected and qualified, as set forth in the accompanying proxy statement: David S. Congdon                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |           8094 |                0 | For         |                                     8094 | FOR                         |  |
| Old Dominion Freight Line, Inc.              | 679580100 | 05/21/2025     | Election of twelve directors named below to the Company's Board of Directors for one-year terms and until their respective successors have been elected and qualified, as set forth in the accompanying proxy statement: John R. Congdon, Jr.                                                                             | DIRECTOR ELECTIONS                                                                                                                           |           8094 |                0 | For         |                                     8094 | FOR                         |  |
| Old Dominion Freight Line, Inc.              | 679580100 | 05/21/2025     | Election of twelve directors named below to the Company's Board of Directors for one-year terms and until their respective successors have been elected and qualified, as set forth in the accompanying proxy statement: Andrew S. Davis                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |           8094 |                0 | For         |                                     8094 | FOR                         |  |
| Old Dominion Freight Line, Inc.              | 679580100 | 05/21/2025     | Election of twelve directors named below to the Company's Board of Directors for one-year terms and until their respective successors have been elected and qualified, as set forth in the accompanying proxy statement: Kevin M. Freeman                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |           8094 |                0 | For         |                                     8094 | FOR                         |  |
| Old Dominion Freight Line, Inc.              | 679580100 | 05/21/2025     | Election of twelve directors named below to the Company's Board of Directors for one-year terms and until their respective successors have been elected and qualified, as set forth in the accompanying proxy statement: Bradley R. Gabosch                                                                               | DIRECTOR ELECTIONS                                                                                                                           |           8094 |                0 | For         |                                     8094 | FOR                         |  |
| Old Dominion Freight Line, Inc.              | 679580100 | 05/21/2025     | Election of twelve directors named below to the Company's Board of Directors for one-year terms and until their respective successors have been elected and qualified, as set forth in the accompanying proxy statement: Greg C. Gantt                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |           8094 |                0 | For         |                                     8094 | FOR                         |  |
| Old Dominion Freight Line, Inc.              | 679580100 | 05/21/2025     | Election of twelve directors named below to the Company's Board of Directors for one-year terms and until their respective successors have been elected and qualified, as set forth in the accompanying proxy statement: John D. Kasarda                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |           8094 |                0 | For         |                                     8094 | FOR                         |  |
| Old Dominion Freight Line, Inc.              | 679580100 | 05/21/2025     | Election of twelve directors named below to the Company's Board of Directors for one-year terms and until their respective successors have been elected and qualified, as set forth in the accompanying proxy statement: Debra S. King                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |           8094 |                0 | For         |                                     8094 | FOR                         |  |
| Old Dominion Freight Line, Inc.              | 679580100 | 05/21/2025     | Election of twelve directors named below to the Company's Board of Directors for one-year terms and until their respective successors have been elected and qualified, as set forth in the accompanying proxy statement: Cheryl S. Miller                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |           8094 |                0 | For         |                                     8094 | FOR                         |  |
| Old Dominion Freight Line, Inc.              | 679580100 | 05/21/2025     | Election of twelve directors named below to the Company's Board of Directors for one-year terms and until their respective successors have been elected and qualified, as set forth in the accompanying proxy statement: Wendy T. Stallings                                                                               | DIRECTOR ELECTIONS                                                                                                                           |           8094 |                0 | For         |                                     8094 | FOR                         |  |
| Old Dominion Freight Line, Inc.              | 679580100 | 05/21/2025     | Election of twelve directors named below to the Company's Board of Directors for one-year terms and until their respective successors have been elected and qualified, as set forth in the accompanying proxy statement: Thomas A. Stith, III                                                                             | DIRECTOR ELECTIONS                                                                                                                           |           8094 |                0 | For         |                                     8094 | FOR                         |  |
| Old Dominion Freight Line, Inc.              | 679580100 | 05/21/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES                                                                                                                 |           8094 |                0 | For         |                                     8094 | FOR                         |  |
| Old Dominion Freight Line, Inc.              | 679580100 | 05/21/2025     | Approval of the Old Dominion Freight Line, Inc. 2025 Stock Incentive Plan.                                                                                                                                                                                                                                                | COMPENSATION                                                                                                                                 |           8094 |                0 | For         |                                     8094 | FOR                         |  |
| Old Dominion Freight Line, Inc.              | 679580100 | 05/21/2025     | Ratification of the appointment of Ernst  Young LLP as the Company's independent registered public accounting firm for the year ending December 31, 2025.                                                                                                                                                                 | AUDIT-RELATED                                                                                                                                |           8094 |                0 | For         |                                     8094 | FOR                         |  |
| Old Dominion Freight Line, Inc.              | 679580100 | 05/21/2025     | Shareholder proposal regarding emission reduction targets.                                                                                                                                                                                                                                                                | ENVIRONMENT OR CLIMATE                                                                                                                       |           8094 |                0 | Against     |                                     8094 | FOR                         |  |
| Ross Stores, Inc.                            | 778296103 | 05/21/2025     | Election of 11 Directors: Michael Balmuth                                                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |          17913 |                0 | For         |                                    17913 | FOR                         |  |
| Ross Stores, Inc.                            | 778296103 | 05/21/2025     | Election of 11 Directors: K. Gunnar Bjorklund                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                                                                                                                           |          17913 |                0 | For         |                                    17913 | FOR                         |  |
| Ross Stores, Inc.                            | 778296103 | 05/21/2025     | Election of 11 Directors: Michael J. Bush                                                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |          17913 |                0 | For         |                                    17913 | FOR                         |  |
| Ross Stores, Inc.                            | 778296103 | 05/21/2025     | Election of 11 Directors: Edward G. Cannizzaro                                                                                                                                                                                                                                                                            | DIRECTOR ELECTIONS                                                                                                                           |          17913 |                0 | For         |                                    17913 | FOR                         |  |
| Ross Stores, Inc.                            | 778296103 | 05/21/2025     | Election of 11 Directors: James G. Conroy                                                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |          17913 |                0 | For         |                                    17913 | FOR                         |  |
| Ross Stores, Inc.                            | 778296103 | 05/21/2025     | Election of 11 Directors: Sharon D. Garrett                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                                                                                                                           |          17913 |                0 | For         |                                    17913 | FOR                         |  |
| Ross Stores, Inc.                            | 778296103 | 05/21/2025     | Election of 11 Directors: Michael J. Hartshorn                                                                                                                                                                                                                                                                            | DIRECTOR ELECTIONS                                                                                                                           |          17913 |                0 | For         |                                    17913 | FOR                         |  |
| Ross Stores, Inc.                            | 778296103 | 05/21/2025     | Election of 11 Directors: Stephen D. Milligan                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                                                                                                                           |          17913 |                0 | For         |                                    17913 | FOR                         |  |
| Ross Stores, Inc.                            | 778296103 | 05/21/2025     | Election of 11 Directors: Patricia H. Mueller                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                                                                                                                           |          17913 |                0 | For         |                                    17913 | FOR                         |  |
| Ross Stores, Inc.                            | 778296103 | 05/21/2025     | Election of 11 Directors: George P. Orban                                                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |          17913 |                0 | For         |                                    17913 | FOR                         |  |
| Ross Stores, Inc.                            | 778296103 | 05/21/2025     | Election of 11 Directors: Doniel N. Sutton                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                                                                                                                           |          17913 |                0 | For         |                                    17913 | FOR                         |  |
| Ross Stores, Inc.                            | 778296103 | 05/21/2025     | Advisory vote to approve the resolution on the compensation of the named executive officers.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES                                                                                                                 |          17913 |                0 | For         |                                    17913 | FOR                         |  |
| Ross Stores, Inc.                            | 778296103 | 05/21/2025     | To ratify the appointment of Deloitte  Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending January 31, 2026.                                                                                                                                                             | AUDIT-RELATED                                                                                                                                |          17913 |                0 | For         |                                    17913 | FOR                         |  |
| The Charles Schwab Corporation               | 808513105 | 05/22/2025     | Election of directors for three-year terms: John K. Adams, Jr.                                                                                                                                                                                                                                                            | DIRECTOR ELECTIONS                                                                                                                           |          39800 |                0 | For         |                                    39800 | FOR                         |  |
| The Charles Schwab Corporation               | 808513105 | 05/22/2025     | Election of directors for three-year terms: Stephen A. Ellis                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                                                                                                                           |          39800 |                0 | For         |                                    39800 | FOR                         |  |
| The Charles Schwab Corporation               | 808513105 | 05/22/2025     | Election of directors for three-year terms: Arun Sarin                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |          39800 |                0 | For         |                                    39800 | FOR                         |  |
| The Charles Schwab Corporation               | 808513105 | 05/22/2025     | Election of directors for three-year terms: Charles R. Schwab                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                                                                                                                           |          39800 |                0 | For         |                                    39800 | FOR                         |  |
| The Charles Schwab Corporation               | 808513105 | 05/22/2025     | Election of directors for three-year terms: Paula A. Sneed                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                                                                                                                           |          39800 |                0 | For         |                                    39800 | FOR                         |  |
| The Charles Schwab Corporation               | 808513105 | 05/22/2025     | Ratification of the appointment of Deloitte  Touche LLP as the company's independent registered public accounting firm for 2025                                                                                                                                                                                           | AUDIT-RELATED                                                                                                                                |          39800 |                0 | For         |                                    39800 | FOR                         |  |
| The Charles Schwab Corporation               | 808513105 | 05/22/2025     | Advisory approval of named executive officer compensation                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES                                                                                                                 |          39800 |                0 | For         |                                    39800 | FOR                         |  |
| The Charles Schwab Corporation               | 808513105 | 05/22/2025     | Stockholder proposal requesting declassification of the board of directors                                                                                                                                                                                                                                                | SHAREHOLDER RIGHTS AND DEFENSES                                                                                                              |          39800 |                0 | Against     |                                    39800 | FOR                         |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | Election of Directors: Peggy Alford                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                                                                                                                           |           6106 |                0 | Against     |                                     6106 | AGAINST                     |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | Election of Directors: Marc L. Andreessen                                                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |           6106 |                0 | Against     |                                     6106 | AGAINST                     |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | Election of Directors: John Arnold                                                                                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                                                                                                                           |           6106 |                0 | For         |                                     6106 | FOR                         |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | Election of Directors: Patrick Collison                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |           6106 |                0 | For         |                                     6106 | FOR                         |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | Election of Directors: John Elkann                                                                                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                                                                                                                           |           6106 |                0 | Against     |                                     6106 | AGAINST                     |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | Election of Directors: Andrew W. Houston                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |           6106 |                0 | Against     |                                     6106 | AGAINST                     |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | Election of Directors: Nancy Killefer                                                                                                                                                                                                                                                                                     | DIRECTOR ELECTIONS                                                                                                                           |           6106 |                0 | For         |                                     6106 | FOR                         |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | Election of Directors: Robert M. Kimmitt                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |           6106 |                0 | For         |                                     6106 | FOR                         |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | Election of Directors: Dina Powell McCormick                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                                                                                                                           |           6106 |                0 | For         |                                     6106 | FOR                         |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | Election of Directors: Charles Songhurst                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |           6106 |                0 | For         |                                     6106 | FOR                         |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | Election of Directors: Hock E. Tan                                                                                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                                                                                                                           |           6106 |                0 | For         |                                     6106 | FOR                         |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | Election of Directors: Tracey T. Travis                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |           6106 |                0 | For         |                                     6106 | FOR                         |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | Election of Directors: Dana White                                                                                                                                                                                                                                                                                         | DIRECTOR ELECTIONS                                                                                                                           |           6106 |                0 | For         |                                     6106 | FOR                         |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | Election of Directors: Tony Xu                                                                                                                                                                                                                                                                                            | DIRECTOR ELECTIONS                                                                                                                           |           6106 |                0 | Against     |                                     6106 | AGAINST                     |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | Election of Directors: Mark Zuckerberg                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |           6106 |                0 | Against     |                                     6106 | AGAINST                     |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | To ratify the appointment of Ernst  Young LLP as Meta Platforms, Inc.'s independent registered public accounting firm for the fiscal year ending December 31, 2025.                                                                                                                                                       | AUDIT-RELATED                                                                                                                                |           6106 |                0 | For         |                                     6106 | FOR                         |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | To approve Meta Platforms, Inc.'s 2025 Equity Incentive Plan.                                                                                                                                                                                                                                                             | COMPENSATION                                                                                                                                 |           6106 |                0 | Against     |                                     6106 | AGAINST                     |  |
| 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                                                                                                                 |           6106 |                0 | Against     |                                     6106 | AGAINST                     |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years.                                                                                                               | SECTION 14A SAY-ON-PAY VOTES                                                                                                                 |           6106 |                0 | Against     |                                     6106 | AGAINST                     |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | A shareholder proposal regarding dual class capital structure.                                                                                                                                                                                                                                                            | SHAREHOLDER RIGHTS AND DEFENSES; CAPITAL STRUCTURE                                                                                           |           6106 |                0 | Against     |                                     6106 | FOR                         |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | A shareholder proposal regarding disclosure of voting results based on class of shares.                                                                                                                                                                                                                                   | CORPORATE GOVERNANCE                                                                                                                         |           6106 |                0 | Against     |                                     6106 | FOR                         |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | A shareholder proposal regarding report on hate targeting marginalized communities.                                                                                                                                                                                                                                       | OTHER SOCIAL ISSUES                                                                                                                          |           6106 |                0 | Against     |                                     6106 | FOR                         |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | A shareholder proposal regarding report on child safety impacts and actual harm reduction to children.                                                                                                                                                                                                                    | OTHER SOCIAL ISSUES                                                                                                                          |           6106 |                0 | Against     |                                     6106 | FOR                         |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | A shareholder proposal regarding report on risks of deepfakes in online child exploitation.                                                                                                                                                                                                                               | OTHER SOCIAL ISSUES                                                                                                                          |           6106 |                0 | Against     |                                     6106 | FOR                         |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | A shareholder proposal regarding report on Al data usage oversight.                                                                                                                                                                                                                                                       | OTHER SOCIAL ISSUES                                                                                                                          |           6106 |                0 | Against     |                                     6106 | FOR                         |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | A shareholder proposal regarding GHG emissions reduction actions.                                                                                                                                                                                                                                                         | ENVIRONMENT OR CLIMATE                                                                                                                       |           6106 |                0 | Against     |                                     6106 | FOR                         |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | A shareholder proposal regarding Bitcoin treasury assessment.                                                                                                                                                                                                                                                             | OTHER SOCIAL ISSUES                                                                                                                          |           6106 |                0 | For         |                                     6106 | AGAINST                     |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | A shareholder proposal regarding report on data collection and advertising practices.                                                                                                                                                                                                                                     | OTHER SOCIAL ISSUES                                                                                                                          |           6106 |                0 | Against     |                                     6106 | FOR                         |  |
| Lowe's Companies, Inc.                       | 548661107 | 05/30/2025     | Election of Directors: Raul Alvarez                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                                                                                                                           |          12925 |                0 | For         |                                    12925 | FOR                         |  |
| Lowe's Companies, Inc.                       | 548661107 | 05/30/2025     | Election of Directors: Scott H. Baxter                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |          12925 |                0 | For         |                                    12925 | FOR                         |  |
| Lowe's Companies, Inc.                       | 548661107 | 05/30/2025     | Election of Directors: Sandra B. Cochran                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |          12925 |                0 | For         |                                    12925 | FOR                         |  |
| Lowe's Companies, Inc.                       | 548661107 | 05/30/2025     | Election of Directors: Laurie Z. Douglas                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |          12925 |                0 | For         |                                    12925 | FOR                         |  |
| Lowe's Companies, Inc.                       | 548661107 | 05/30/2025     | Election of Directors: Richard W. Dreiling                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                                                                                                                           |          12925 |                0 | For         |                                    12925 | FOR                         |  |
| Lowe's Companies, Inc.                       | 548661107 | 05/30/2025     | Election of Directors: Marvin R. Ellison                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |          12925 |                0 | For         |                                    12925 | FOR                         |  |
| Lowe's Companies, Inc.                       | 548661107 | 05/30/2025     | Election of Directors: Navdeep Gupta                                                                                                                                                                                                                                                                                      | DIRECTOR ELECTIONS                                                                                                                           |          12925 |                0 | For         |                                    12925 | FOR                         |  |
| Lowe's Companies, Inc.                       | 548661107 | 05/30/2025     | Election of Directors: Brian C. Rogers                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |          12925 |                0 | For         |                                    12925 | FOR                         |  |
| Lowe's Companies, Inc.                       | 548661107 | 05/30/2025     | Election of Directors: Bertram L. Scott                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |          12925 |                0 | For         |                                    12925 | FOR                         |  |
| Lowe's Companies, Inc.                       | 548661107 | 05/30/2025     | Election of Directors: Lawrence Simkins                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |          12925 |                0 | For         |                                    12925 | FOR                         |  |
| Lowe's Companies, Inc.                       | 548661107 | 05/30/2025     | Election of Directors: Colleen Taylor                                                                                                                                                                                                                                                                                     | DIRECTOR ELECTIONS                                                                                                                           |          12925 |                0 | For         |                                    12925 | FOR                         |  |
| Lowe's Companies, Inc.                       | 548661107 | 05/30/2025     | Election of Directors: Mary Beth West                                                                                                                                                                                                                                                                                     | DIRECTOR ELECTIONS                                                                                                                           |          12925 |                0 | For         |                                    12925 | FOR                         |  |
| Lowe's Companies, Inc.                       | 548661107 | 05/30/2025     | Advisory vote to approve the Company's named executive officer compensation in fiscal 2024.                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES                                                                                                                 |          12925 |                0 | For         |                                    12925 | FOR                         |  |
| Lowe's Companies, Inc.                       | 548661107 | 05/30/2025     | Ratification of the appointment of Deloitte  Touche LLP as the Company's independent registered public accounting firm for fiscal 2025.                                                                                                                                                                                   | AUDIT-RELATED                                                                                                                                |          12925 |                0 | For         |                                    12925 | FOR                         |  |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 874039100 | 06/03/2025     | Approve Business Operations Report and Financial Statements                                                                                                                                                                                                                                                               | CORPORATE GOVERNANCE                                                                                                                         |          27193 |                0 | For         |                                    27193 | FOR                         |  |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 874039100 | 06/03/2025     | Approve Amendments to Articles of Association                                                                                                                                                                                                                                                                             | CORPORATE GOVERNANCE                                                                                                                         |          27193 |                0 | For         |                                    27193 | FOR                         |  |
| Salesforce, Inc.                             | 79466L302 | 06/05/2025     | Election of Directors: Marc Benioff                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                                                                                                                           |           8083 |                0 | For         |                                     8083 | FOR                         |  |
| Salesforce, Inc.                             | 79466L302 | 06/05/2025     | Election of Directors: Laura Alber                                                                                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                                                                                                                           |           8083 |                0 | For         |                                     8083 | FOR                         |  |
| Salesforce, Inc.                             | 79466L302 | 06/05/2025     | Election of Directors: Craig Conway                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                                                                                                                           |           8083 |                0 | For         |                                     8083 | FOR                         |  |
| Salesforce, Inc.                             | 79466L302 | 06/05/2025     | Election of Directors: Arnold Donald                                                                                                                                                                                                                                                                                      | DIRECTOR ELECTIONS                                                                                                                           |           8083 |                0 | For         |                                     8083 | FOR                         |  |
| Salesforce, Inc.                             | 79466L302 | 06/05/2025     | Election of Directors: Parker Harris                                                                                                                                                                                                                                                                                      | DIRECTOR ELECTIONS                                                                                                                           |           8083 |                0 | For         |                                     8083 | FOR                         |  |
| Salesforce, Inc.                             | 79466L302 | 06/05/2025     | Election of Directors: Neelie Kroes                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                                                                                                                           |           8083 |                0 | For         |                                     8083 | FOR                         |  |
| Salesforce, Inc.                             | 79466L302 | 06/05/2025     | Election of Directors: Sachin Mehra                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                                                                                                                           |           8083 |                0 | For         |                                     8083 | FOR                         |  |
| Salesforce, Inc.                             | 79466L302 | 06/05/2025     | Election of Directors: G. Mason Morfit                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |           8083 |                0 | For         |                                     8083 | FOR                         |  |
| Salesforce, Inc.                             | 79466L302 | 06/05/2025     | Election of Directors: Oscar Munoz                                                                                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                                                                                                                           |           8083 |                0 | For         |                                     8083 | FOR                         |  |
| Salesforce, Inc.                             | 79466L302 | 06/05/2025     | Election of Directors: John V. Roos                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                                                                                                                           |           8083 |                0 | For         |                                     8083 | FOR                         |  |
| Salesforce, Inc.                             | 79466L302 | 06/05/2025     | Election of Directors: Robin Washington                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |           8083 |                0 | For         |                                     8083 | FOR                         |  |
| Salesforce, Inc.                             | 79466L302 | 06/05/2025     | Election of Directors: Maynard Webb                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                                                                                                                           |           8083 |                0 | For         |                                     8083 | FOR                         |  |
| Salesforce, Inc.                             | 79466L302 | 06/05/2025     | Amendment and restatement of our 2013 Equity Incentive Plan to increase the number of shares reserved for issuance and extend the plan term.                                                                                                                                                                              | COMPENSATION                                                                                                                                 |           8083 |                0 | For         |                                     8083 | FOR                         |  |
| Salesforce, Inc.                             | 79466L302 | 06/05/2025     | Ratification of the appointment of Ernst  Young LLP as our independent registered public accounting firm for the fiscal year ending January 31, 2026.                                                                                                                                                                     | AUDIT-RELATED                                                                                                                                |           8083 |                0 | For         |                                     8083 | FOR                         |  |
| Salesforce, Inc.                             | 79466L302 | 06/05/2025     | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers.                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES                                                                                                                 |           8083 |                0 | For         |                                     8083 | FOR                         |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | To elect twelve directors to hold office until the 2026 Annual Meeting of Stockholders: Richard Barton                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |           2124 |                0 | For         |                                     2124 | FOR                         |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | To elect twelve directors to hold office until the 2026 Annual Meeting of Stockholders: Mathias D?pfner                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |           2124 |                0 | For         |                                     2124 | FOR                         |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | To elect twelve directors to hold office until the 2026 Annual Meeting of Stockholders: Reed Hastings                                                                                                                                                                                                                     | DIRECTOR ELECTIONS                                                                                                                           |           2124 |                0 | For         |                                     2124 | FOR                         |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | To elect twelve directors to hold office until the 2026 Annual Meeting of Stockholders: Jay Hoag                                                                                                                                                                                                                          | DIRECTOR ELECTIONS                                                                                                                           |           2124 |                0 | Against     |                                     2124 | AGAINST                     |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | To elect twelve directors to hold office until the 2026 Annual Meeting of Stockholders: Leslie Kilgore                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |           2124 |                0 | For         |                                     2124 | FOR                         |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | To elect twelve directors to hold office until the 2026 Annual Meeting of Stockholders: Strive Masiyiwa                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |           2124 |                0 | For         |                                     2124 | FOR                         |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | To elect twelve directors to hold office until the 2026 Annual Meeting of Stockholders: Ann Mather                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                                                                                                                           |           2124 |                0 | For         |                                     2124 | FOR                         |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | To elect twelve directors to hold office until the 2026 Annual Meeting of Stockholders: Greg Peters                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                                                                                                                           |           2124 |                0 | For         |                                     2124 | FOR                         |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | To elect twelve directors to hold office until the 2026 Annual Meeting of Stockholders: 	Ambassador Susan Rice                                                                                                                                                                                                            | DIRECTOR ELECTIONS                                                                                                                           |           2124 |                0 | For         |                                     2124 | FOR                         |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | To elect twelve directors to hold office until the 2026 Annual Meeting of Stockholders: Ted Sarandos                                                                                                                                                                                                                      | DIRECTOR ELECTIONS                                                                                                                           |           2124 |                0 | For         |                                     2124 | FOR                         |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | To elect twelve directors to hold office until the 2026 Annual Meeting of Stockholders: Brad Smith                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                                                                                                                           |           2124 |                0 | For         |                                     2124 | FOR                         |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | To elect twelve directors to hold office until the 2026 Annual Meeting of Stockholders: Anne Sweeney                                                                                                                                                                                                                      | DIRECTOR ELECTIONS                                                                                                                           |           2124 |                0 | For         |                                     2124 | FOR                         |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | Ratification of appointment of independent registered public accounting firm.                                                                                                                                                                                                                                             | AUDIT-RELATED                                                                                                                                |           2124 |                0 | For         |                                     2124 | FOR                         |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | Advisory approval of named executive officer compensation.                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES                                                                                                                 |           2124 |                0 | For         |                                     2124 | FOR                         |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | Stockholder proposal entitled, "Issue a Climate Transition Plan," if properly presented at the meeting.                                                                                                                                                                                                                   | ENVIRONMENT OR CLIMATE                                                                                                                       |           2124 |                0 | Against     |                                     2124 | FOR                         |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | Stockholder proposal entitled, "Proposal 5 - Proposal that Won 45% NFLX Shareholder Support," if properly presented at the meeting.                                                                                                                                                                                       | CORPORATE GOVERNANCE                                                                                                                         |           2124 |                0 | Against     |                                     2124 | FOR                         |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | Stockholder proposal entitled, "Amend the Code of Ethics to enhance policies on non-discrimination, anti-harassment, and whistleblower protection," if properly presented at the meeting.                                                                                                                                 | DIVERSITY, EQUITY, AND INCLUSION                                                                                                             |           2124 |                0 | For         |                                     2124 | AGAINST                     |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | Stockholder proposal entitled, "Affirmative Action Risks," if properly presented at the meeting.                                                                                                                                                                                                                          | ENVIRONMENT OR CLIMATE; DIVERSITY, EQUITY, AND INCLUSION; OTHER SOCIAL ISSUES                                                                |           2124 |                0 | For         |                                     2124 | AGAINST                     |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | Stockholder proposal entitled, "Report on Charitable Giving," if properly presented at the meeting.                                                                                                                                                                                                                       | ENVIRONMENT OR CLIMATE; DIVERSITY, EQUITY, AND INCLUSION; OTHER SOCIAL ISSUES                                                                |           2124 |                0 | For         |                                     2124 | AGAINST                     |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Election of ten directors: Larry Page                                                                                                                                                                                                                                                                                     | DIRECTOR ELECTIONS                                                                                                                           |          25559 |                0 | Against     |                                    25559 | AGAINST                     |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Election of ten directors: Sergey Brin                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |          25559 |                0 | For         |                                    25559 | FOR                         |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Election of ten directors: Sundar Pichai                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |          25559 |                0 | For         |                                    25559 | FOR                         |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Election of ten directors: John L. Hennessy                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                                                                                                                           |          25559 |                0 | Against     |                                    25559 | AGAINST                     |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Election of ten directors: Frances H. Arnold                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                                                                                                                           |          25559 |                0 | Against     |                                    25559 | AGAINST                     |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Election of ten directors: R. Martin "Marty" Chavez                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                                                                                                                           |          25559 |                0 | For         |                                    25559 | FOR                         |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Election of ten directors: L. John Doerr                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |          25559 |                0 | Against     |                                    25559 | AGAINST                     |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Election of ten directors: Roger W. Ferguson, Jr.                                                                                                                                                                                                                                                                         | DIRECTOR ELECTIONS                                                                                                                           |          25559 |                0 | For         |                                    25559 | FOR                         |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Election of ten directors: K. Ram Shriram                                                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |          25559 |                0 | Against     |                                    25559 | AGAINST                     |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Election of ten directors: Robin L. Washington                                                                                                                                                                                                                                                                            | DIRECTOR ELECTIONS                                                                                                                           |          25559 |                0 | Against     |                                    25559 | AGAINST                     |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Ratification of the appointment of Ernst  Young LLP as Alphabet's independent registered public accounting firm for the fiscal year ending December 31, 2025                                                                                                                                                              | AUDIT-RELATED                                                                                                                                |          25559 |                0 | For         |                                    25559 | FOR                         |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Stockholder proposal regarding "Support for Shareholder Right to Act by Written Consent"                                                                                                                                                                                                                                  | CORPORATE GOVERNANCE                                                                                                                         |          25559 |                0 | For         |                                    25559 | AGAINST                     |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Stockholder proposal regarding a financial performance policy                                                                                                                                                                                                                                                             | COMPENSATION                                                                                                                                 |          25559 |                0 | For         |                                    25559 | AGAINST                     |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Stockholder proposal regarding a report on charitable partnerships                                                                                                                                                                                                                                                        | ENVIRONMENT OR CLIMATE; DIVERSITY, EQUITY, AND INCLUSION; OTHER SOCIAL ISSUES                                                                |          25559 |                0 | For         |                                    25559 | AGAINST                     |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Stockholder proposal regarding a request to cease CEI participation                                                                                                                                                                                                                                                       | ENVIRONMENT OR CLIMATE; DIVERSITY, EQUITY, AND INCLUSION; OTHER SOCIAL ISSUES                                                                |          25559 |                0 | For         |                                    25559 | AGAINST                     |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Stockholder proposal regarding an enhanced disclosure on climate goals                                                                                                                                                                                                                                                    | ENVIRONMENT OR CLIMATE                                                                                                                       |          25559 |                0 | Against     |                                    25559 | FOR                         |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Stockholder proposal regarding equal shareholder voting                                                                                                                                                                                                                                                                   | SHAREHOLDER RIGHTS AND DEFENSES; CAPITAL STRUCTURE                                                                                           |          25559 |                0 | Against     |                                    25559 | FOR                         |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Stockholder proposal regarding a report on the due diligence process to assess human rights risks in CAHRA                                                                                                                                                                                                                | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE                                                                                                      |          25559 |                0 | Against     |                                    25559 | FOR                         |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Stockholder proposal regarding a report on risks of discrimination in GenAl                                                                                                                                                                                                                                               | ENVIRONMENT OR CLIMATE; DIVERSITY, EQUITY, AND INCLUSION; OTHER SOCIAL ISSUES                                                                |          25559 |                0 | For         |                                    25559 | AGAINST                     |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Stockholder proposal regarding a report on Al data usage oversight                                                                                                                                                                                                                                                        | OTHER SOCIAL ISSUES                                                                                                                          |          25559 |                0 | Against     |                                    25559 | AGAINST                     |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Stockholder proposal regarding a human rights impact assessment of Al-driven targeted ad policies                                                                                                                                                                                                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE                                                                                                      |          25559 |                0 | Against     |                                    25559 | AGAINST                     |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies                                                                                                                                                                                                                    | OTHER SOCIAL ISSUES                                                                                                                          |          25559 |                0 | Against     |                                    25559 | AGAINST                     |  |
| Alphabet Inc.                                | 02079K305 | 06/06/2025     | Stockholder proposal regarding a report on online safety for children                                                                                                                                                                                                                                                     | OTHER SOCIAL ISSUES                                                                                                                          |          25559 |                0 | Against     |                                    25559 | AGAINST                     |  |
| Ulta Beauty, Inc.                            | 90384S303 | 06/11/2025     | Election of Directors: Michelle L. Collins                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                                                                                                                           |           8857 |                0 | For         |                                     8857 | FOR                         |  |
| Ulta Beauty, Inc.                            | 90384S303 | 06/11/2025     | Election of Directors: Kelly E. Garcia                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |           8857 |                0 | For         |                                     8857 | FOR                         |  |
| Ulta Beauty, Inc.                            | 90384S303 | 06/11/2025     | Election of Directors: Catherine A. Halligan                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                                                                                                                           |           8857 |                0 | For         |                                     8857 | FOR                         |  |
| Ulta Beauty, Inc.                            | 90384S303 | 06/11/2025     | Election of Directors: Patricia A. Little                                                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |           8857 |                0 | For         |                                     8857 | FOR                         |  |
| Ulta Beauty, Inc.                            | 90384S303 | 06/11/2025     | Election of Directors: George R. Mrkonic                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |           8857 |                0 | For         |                                     8857 | FOR                         |  |
| Ulta Beauty, Inc.                            | 90384S303 | 06/11/2025     | Election of Directors: Lorna E. Nagler                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |           8857 |                0 | For         |                                     8857 | FOR                         |  |
| Ulta Beauty, Inc.                            | 90384S303 | 06/11/2025     | Election of Directors: Heidi G. Petz                                                                                                                                                                                                                                                                                      | DIRECTOR ELECTIONS                                                                                                                           |           8857 |                0 | For         |                                     8857 | FOR                         |  |
| Ulta Beauty, Inc.                            | 90384S303 | 06/11/2025     | Election of Directors: Gisel Ruiz                                                                                                                                                                                                                                                                                         | DIRECTOR ELECTIONS                                                                                                                           |           8857 |                0 | For         |                                     8857 | FOR                         |  |
| Ulta Beauty, Inc.                            | 90384S303 | 06/11/2025     | Election of Directors: Michael C. Smith                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |           8857 |                0 | For         |                                     8857 | FOR                         |  |
| Ulta Beauty, Inc.                            | 90384S303 | 06/11/2025     | Election of Directors: Kecia L. Steelman                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |           8857 |                0 | For         |                                     8857 | FOR                         |  |
| Ulta Beauty, Inc.                            | 90384S303 | 06/11/2025     | To ratify the appointment of Ernst  Young LLP as our independent registered public accounting firm for our fiscal year 2025, ending January 31, 2026.                                                                                                                                                                     | AUDIT-RELATED                                                                                                                                |           8857 |                0 | For         |                                     8857 | FOR                         |  |
| Ulta Beauty, Inc.                            | 90384S303 | 06/11/2025     | Advisory resolution to approve the Company's executive compensation.                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES                                                                                                                 |           8857 |                0 | For         |                                     8857 | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | ELECTION OF DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS: Merit E. Janow                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                                                                                                                           |           7019 |                0 | For         |                                     7019 | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | ELECTION OF DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS: Candido Bracher                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |           7019 |                0 | For         |                                     7019 | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | ELECTION OF DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS: Richard K. Davis                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                                                                                                                           |           7019 |                0 | For         |                                     7019 | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | ELECTION OF DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS: Julius Genachowski                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                                                                                                                           |           7019 |                0 | For         |                                     7019 | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | ELECTION OF DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS: Choon Phong Goh                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |           7019 |                0 | For         |                                     7019 | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | ELECTION OF DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS: Oki Matsumoto                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                                                                                                                           |           7019 |                0 | For         |                                     7019 | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | ELECTION OF DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS: Michael Miebach                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                                                                                                                           |           7019 |                0 | For         |                                     7019 | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | ELECTION OF DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS: Youngme Moon                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |           7019 |                0 | For         |                                     7019 | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | ELECTION OF DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS: Rima Qureshi                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |           7019 |                0 | For         |                                     7019 | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | ELECTION OF DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS: Gabrielle Sulzberger                                                                                                                                                                                                                                            | DIRECTOR ELECTIONS                                                                                                                           |           7019 |                0 | For         |                                     7019 | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | ELECTION OF DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS: Harit Talwar                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                                                                                                                           |           7019 |                0 | For         |                                     7019 | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | ELECTION OF DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS: Lance Uggla                                                                                                                                                                                                                                                     | DIRECTOR ELECTIONS                                                                                                                           |           7019 |                0 | For         |                                     7019 | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES                                                                                                                 |           7019 |                0 | For         |                                     7019 | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | Ratification of the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm for Mastercard for 2025                                                                                                                                                                                | AUDIT-RELATED                                                                                                                                |           7019 |                0 | For         |                                     7019 | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | Approval of an amendment to Mastercard's Amended and Restated Certificate of Incorporation to limit liability of officers as permitted by Delaware law                                                                                                                                                                    | CORPORATE GOVERNANCE                                                                                                                         |           7019 |                0 | For         |                                     7019 | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | Approval of an amendment to Mastercard's Amended and Restated Certificate of Incorporation to remove the Industry Director concept                                                                                                                                                                                        | CORPORATE GOVERNANCE                                                                                                                         |           7019 |                0 | For         |                                     7019 | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | Approval of an amendment to Mastercard's Amended and Restated Certificate of incorporation to implement other miscellaneous changes                                                                                                                                                                                       | CORPORATE GOVERNANCE                                                                                                                         |           7019 |                0 | For         |                                     7019 | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | Consideration of a stockholder proposal requesting a racial equity audit report                                                                                                                                                                                                                                           | DIVERSITY, EQUITY, AND INCLUSION                                                                                                             |           7019 |                0 | Against     |                                     7019 | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | Consideration of a stockholder proposal requesting a report on affirmative action risks                                                                                                                                                                                                                                   | ENVIRONMENT OR CLIMATE; DIVERSITY, EQUITY, AND INCLUSION; OTHER SOCIAL ISSUES                                                                |           7019 |                0 | For         |                                     7019 | AGAINST                     |  |

## N-PX: Signature Block

**Reporting Person:** VALUED ADVISERS TRUST

**By (Signature):** Matthew Miller

**By (Printed Signature):** Matthew Miller

**By (Title):** President and Chief Executive Officer

**Date:** 08/26/2025