# EDGAR Filing Document

**Accession Number:** 0000315774
**File Stem:** 0001021408-25-001126
**Filing Date:** 2025-8
**Character Count:** 242557
**Document Hash:** e10b134319f9b2888879899724581378
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001021408-25-001126.hdr.sgml**: 20250807

**ACCESSION NUMBER**: 0001021408-25-001126

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250807

**DATE AS OF CHANGE**: 20250807

**EFFECTIVENESS DATE**: 20250807

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** FORUM FUNDS
- **CENTRAL INDEX KEY:** 0000315774

**ORGANIZATION NAME:**
- **EIN:** 010516963
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0531

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-03023
- **FILM NUMBER:** 251195216

**BUSINESS ADDRESS:**
- **STREET 1:** THREE CANAL PLAZA
- **CITY:** PORTLAND
- **STATE:** ME
- **ZIP:** 04101
- **BUSINESS PHONE:** 2073472000

**MAIL ADDRESS:**
- **STREET 1:** FORUM FUNDS
- **STREET 2:** THREE CANAL PLAZA
- **CITY:** PORTLAND
- **STATE:** ME
- **ZIP:** 04101

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** FORUM FUNDS INC
- **DATE OF NAME CHANGE:** 19920703

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** FAHNESTOCK DAILY INCOME FUND INC
- **DATE OF NAME CHANGE:** 19870617

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** DAILY INCOME EXTENSION FUND INC
- **DATE OF NAME CHANGE:** 19810607

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

## N-PX: Filer Information

**Filer CIK:** 0000315774

**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:** Forum Funds

**Address:** 190 Middle Street, Suite 101, Portland, ME 04101

**Telephone number:** 207-347-2090

**Name of agent for service:** Zac Tackett

**Agent Address:** 190 Middle Street, Suite 101, Portland, ME 04101

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

**SEC File Number:** 811-03023

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| ABBVIE INC.          | 00287Y109 | 5/9/2025       | Election of Class I Director: William H.L. Burnside                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          43035 |                0 | FOR         |                                    43035 | FOR                         |  |
| ABBVIE INC.          | 00287Y109 | 5/9/2025       | Election of Class I Director: Thomas C. Freyman                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |          43035 |                0 | FOR         |                                    43035 | FOR                         |  |
| ABBVIE INC.          | 00287Y109 | 5/9/2025       | Election of Class I Director: Brett J. Hart                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          43035 |                0 | FOR         |                                    43035 | FOR                         |  |
| ABBVIE INC.          | 00287Y109 | 5/9/2025       | Election of Class I Director: Edward J. Rapp                                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          43035 |                0 | FOR         |                                    43035 | FOR                         |  |
| ABBVIE INC.          | 00287Y109 | 5/9/2025       | Ratification of Ernst  Young LLP as AbbVie's independent<br>registered public accounting firm FOR 2025                                                                                                                                       | AUDIT-RELATED                           |          43035 |                0 | FOR         |                                    43035 | FOR                         |  |
| ABBVIE INC.          | 00287Y109 | 5/9/2025       | Say on Pay - An advisory vote on the approval of executive<br>compensation                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |          43035 |                0 | FOR         |                                    43035 | FOR                         |  |
| ABBVIE INC.          | 00287Y109 | 5/9/2025       | Approval of a management proposal regarding amendment of the<br>certificate of incorporation to eliminate supermajority voting                                                                                                               | CORPORATE GOVERNANCE                    |          43035 |                0 | FOR         |                                    43035 | FOR                         |  |
| ABBVIE INC.          | 00287Y109 | 5/9/2025       | Stockholder Proposal - to Implement Simple Majority Vote                                                                                                                                                                                     | CORPORATE GOVERNANCE                    |          43035 |                0 | AGAINST     |                                    43035 | FOR                         |  |
| ACCENTURE PLC        | G1151C101 | 2/6/2025       | Appointment of Director: Jaime Ardila                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          23700 |                0 | FOR         |                                    23700 | FOR                         |  |
| ACCENTURE PLC        | G1151C101 | 2/6/2025       | Appointment of Director: Martin Brudermüller                                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          23700 |                0 | FOR         |                                    23700 | FOR                         |  |
| ACCENTURE PLC        | G1151C101 | 2/6/2025       | Appointment of Director: Alan Jope                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          23700 |                0 | FOR         |                                    23700 | FOR                         |  |
| ACCENTURE PLC        | G1151C101 | 2/6/2025       | Appointment of Director: Nancy McKinstry                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          23700 |                0 | FOR         |                                    23700 | FOR                         |  |
| ACCENTURE PLC        | G1151C101 | 2/6/2025       | Appointment of Director: Jennifer Nason                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          23700 |                0 | FOR         |                                    23700 | FOR                         |  |
| ACCENTURE PLC        | G1151C101 | 2/6/2025       | Appointment of Director: Paula A. Price                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          23700 |                0 | FOR         |                                    23700 | FOR                         |  |
| ACCENTURE PLC        | G1151C101 | 2/6/2025       | Appointment of Director: Venkata (Murthy) Renduchintala                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          23700 |                0 | FOR         |                                    23700 | FOR                         |  |
| ACCENTURE PLC        | G1151C101 | 2/6/2025       | Appointment of Director: Arun Sarin                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          23700 |                0 | FOR         |                                    23700 | FOR                         |  |
| ACCENTURE PLC        | G1151C101 | 2/6/2025       | Appointment of Director: Julie Sweet                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          23700 |                0 | FOR         |                                    23700 | FOR                         |  |
| ACCENTURE PLC        | G1151C101 | 2/6/2025       | Appointment of Director: Tracey T. Travis                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          23700 |                0 | FOR         |                                    23700 | FOR                         |  |
| ACCENTURE PLC        | G1151C101 | 2/6/2025       | Appointment of Director: Masahiko Uotani                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          23700 |                0 | FOR         |                                    23700 | FOR                         |  |
| ACCENTURE PLC        | G1151C101 | 2/6/2025       | To approve, in a non-binding vote, the compensation of our named<br>executive officers.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES            |          23700 |                0 | FOR         |                                    23700 | FOR                         |  |
| ACCENTURE PLC        | G1151C101 | 2/6/2025       | To ratify, in a non-binding vote, the appointment of KPMG LLP<br>("KPMG") as independent auditor of Accenture and to authorize, in<br>a binding vote, the Audit Committee of the Board of Directors to<br>determine KPMG's remuneration.     | AUDIT-RELATED                           |          23700 |                0 | FOR         |                                    23700 | FOR                         |  |
| ACCENTURE PLC        | G1151C101 | 2/6/2025       | To approve the creation of additional distributable reserves by way<br>of a capital reduction.                                                                                                                                               | CAPITAL STRUCTURE                       |          23700 |                0 | FOR         |                                    23700 | FOR                         |  |
| ACCENTURE PLC        | G1151C101 | 2/6/2025       | To grant the Board of Directors the authority to issue shares under<br>Irish law.                                                                                                                                                            | CAPITAL STRUCTURE                       |          23700 |                0 | FOR         |                                    23700 | FOR                         |  |
| ACCENTURE PLC        | G1151C101 | 2/6/2025       | To grant the Board of Directors the authority to opt-out of pre-<br>emption rights under Irish law.                                                                                                                                          | CAPITAL STRUCTURE                       |          23700 |                0 | FOR         |                                    23700 | FOR                         |  |
| ACCENTURE PLC        | G1151C101 | 2/6/2025       | To determine the price range at which Accenture can re-allot<br>shares that it acquires as treasury shares under Irish law.                                                                                                                  | CAPITAL STRUCTURE                       |          23700 |                0 | FOR         |                                    23700 | FOR                         |  |
| ADOBE INC.           | 00724F101 | 4/22/2025      | Election of Director proposed in the accompanying Proxy<br>Statement to serve FOR a one-year term: Cristiano Amon                                                                                                                            | DIRECTOR ELECTIONS                      |          14100 |                0 | FOR         |                                    14100 | FOR                         |  |
| ADOBE INC.           | 00724F101 | 4/22/2025      | Election of Director proposed in the accompanying Proxy<br>Statement to serve FOR a one-year term: Amy Banse                                                                                                                                 | DIRECTOR ELECTIONS                      |          14100 |                0 | FOR         |                                    14100 | FOR                         |  |
| ADOBE INC.           | 00724F101 | 4/22/2025      | Election of Director proposed in the accompanying Proxy<br>Statement to serve FOR a one-year term: Melanie Boulden                                                                                                                           | DIRECTOR ELECTIONS                      |          14100 |                0 | FOR         |                                    14100 | FOR                         |  |
| ADOBE INC.           | 00724F101 | 4/22/2025      | Election of Director proposed in the accompanying Proxy<br>Statement to serve FOR a one-year term: Frank Calderoni                                                                                                                           | DIRECTOR ELECTIONS                      |          14100 |                0 | FOR         |                                    14100 | FOR                         |  |
| ADOBE INC.           | 00724F101 | 4/22/2025      | Election of Director proposed in the accompanying Proxy<br>Statement to serve FOR a one-year term: Laura Desmond                                                                                                                             | DIRECTOR ELECTIONS                      |          14100 |                0 | FOR         |                                    14100 | FOR                         |  |
| ADOBE INC.           | 00724F101 | 4/22/2025      | Election of Director proposed in the accompanying Proxy<br>Statement to serve FOR a one-year term: Shantanu Narayen                                                                                                                          | DIRECTOR ELECTIONS                      |          14100 |                0 | FOR         |                                    14100 | FOR                         |  |
| ADOBE INC.           | 00724F101 | 4/22/2025      | Election of Director proposed in the accompanying Proxy<br>Statement to serve FOR a one-year term: Spencer Neumann                                                                                                                           | DIRECTOR ELECTIONS                      |          14100 |                0 | FOR         |                                    14100 | FOR                         |  |
| ADOBE INC.           | 00724F101 | 4/22/2025      | Election of Director proposed in the accompanying Proxy<br>Statement to serve FOR a one-year term: Kathleen Oberg                                                                                                                            | DIRECTOR ELECTIONS                      |          14100 |                0 | FOR         |                                    14100 | FOR                         |  |
| ADOBE INC.           | 00724F101 | 4/22/2025      | Election of Director proposed in the accompanying Proxy<br>Statement to serve FOR a one-year term: Dheeraj Pandey                                                                                                                            | DIRECTOR ELECTIONS                      |          14100 |                0 | FOR         |                                    14100 | FOR                         |  |
| ADOBE INC.           | 00724F101 | 4/22/2025      | Election of Director proposed in the accompanying Proxy<br>Statement to serve FOR a one-year term: David Ricks                                                                                                                               | DIRECTOR ELECTIONS                      |          14100 |                0 | FOR         |                                    14100 | FOR                         |  |
| ADOBE INC.           | 00724F101 | 4/22/2025      | Election of Director proposed in the accompanying Proxy<br>Statement to serve FOR a one-year term: Daniel Rosensweig                                                                                                                         | DIRECTOR ELECTIONS                      |          14100 |                0 | FOR         |                                    14100 | FOR                         |  |
| ADOBE INC.           | 00724F101 | 4/22/2025      | Approve the 2019 Equity Incentive Plan, as amended, to increase<br>the available share reserve by 7 million shares.                                                                                                                          | COMPENSATION                            |          14100 |                0 | FOR         |                                    14100 | FOR                         |  |
| ADOBE INC.           | 00724F101 | 4/22/2025      | Ratify the appointment of KPMG LLP as our independent<br>registered public accounting firm FOR our fiscal year ending on<br>November 28, 2025.                                                                                               | AUDIT-RELATED                           |          14100 |                0 | FOR         |                                    14100 | FOR                         |  |
| ADOBE INC.           | 00724F101 | 4/22/2025      | Approve, on an advisory basis, the compensation of our named<br>executive officers.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES            |          14100 |                0 | FOR         |                                    14100 | FOR                         |  |
| ADOBE INC.           | 00724F101 | 4/22/2025      | Stockholder Proposal Regarding Vote on Golden Parachutes.                                                                                                                                                                                    | COMPENSATION                            |          14100 |                0 | AGAINST     |                                    14100 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Election of Director: Larry Page                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |          99000 |                0 | AGAINST     |                                    99000 | AGAINST                     |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Election of Director: Sergey Brin                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          99000 |                0 | FOR         |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Election of Director: Sundar Pichai                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          99000 |                0 | FOR         |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Election of Director: John L. Hennessy                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          99000 |                0 | FOR         |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Election of Director: Frances H. Arnold                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          99000 |                0 | FOR         |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Election of Director: R. Martin "Marty" Chávez                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          99000 |                0 | FOR         |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Election of Director: L. John Doerr                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          99000 |                0 | FOR         |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Election of Director: Roger W. Ferguson Jr.                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          99000 |                0 | FOR         |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Election of Director: K. Ram Shriram                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          99000 |                0 | FOR         |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Election of Director: Robin L. Washington                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          99000 |                0 | FOR         |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Ratification of the appointment of Ernst  Young LLP as Alphabet's<br>independent registered public accounting firm FOR the fiscal year<br>ending December 31, 2025                                                                           | AUDIT-RELATED                           |          99000 |                0 | FOR         |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Stockholder proposal regarding "Support FOR Shareholder Right to<br>Act by Written Consent"                                                                                                                                                  | CORPORATE GOVERNANCE                    |          99000 |                0 | FOR         |                                    99000 | AGAINST                     |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Stockholder proposal regarding a financial perFORmance policy                                                                                                                                                                                | CAPITAL STRUCTURE                       |          99000 |                0 | AGAINST     |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Stockholder proposal regarding a report on charitable partnerships                                                                                                                                                                           | OTHER SOCIAL ISSUES                     |          99000 |                0 | AGAINST     |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Stockholder proposal regarding a request to cease CEI<br>participation                                                                                                                                                                       | OTHER SOCIAL ISSUES                     |          99000 |                0 | AGAINST     |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Stockholder proposal regarding an enhanced disclosure on climate<br>goals                                                                                                                                                                    | ENVIRONMENT OR CLIMATE                  |          99000 |                0 | AGAINST     |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Stockholder proposal regarding equal shareholder voting                                                                                                                                                                                      | SHAREHOLDER RIGHTS AND DEFENSES         |          99000 |                0 | AGAINST     |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Stockholder proposal regarding a report on the due diligence<br>process to assess human rights risks in CAHRA                                                                                                                                | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          99000 |                0 | AGAINST     |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Stockholder proposal regarding a report on risks of discrimination<br>in GenAI                                                                                                                                                               | OTHER SOCIAL ISSUES                     |          99000 |                0 | AGAINST     |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Stockholder proposal regarding a report on AI data usage<br>oversight                                                                                                                                                                        | OTHER SOCIAL ISSUES                     |          99000 |                0 | AGAINST     |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Stockholder proposal regarding a human rights impact assessment<br>of AI-driven targeted ad policies                                                                                                                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          99000 |                0 | AGAINST     |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Stockholder proposal regarding a report on alignment of lobbying<br>activities with child safety policies                                                                                                                                    | OTHER SOCIAL ISSUES                     |          99000 |                0 | AGAINST     |                                    99000 | FOR                         |  |
| ALPHABET INC.        | 02079K305 | 6/6/2025       | Stockholder proposal regarding a report on online safety FOR<br>children                                                                                                                                                                     | OTHER SOCIAL ISSUES                     |          99000 |                0 | AGAINST     |                                    99000 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | ELECTION OF DIRECTOR: Jeffrey P. Bezos                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          75280 |                0 | FOR         |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | ELECTION OF DIRECTOR: Andrew R. Jassy                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          75280 |                0 | FOR         |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | ELECTION OF DIRECTOR: Keith B. Alexander                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          75280 |                0 | FOR         |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | ELECTION OF DIRECTOR: Edith W. Cooper                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          75280 |                0 | FOR         |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | ELECTION OF DIRECTOR: Jamie S. Gorelick                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          75280 |                0 | FOR         |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | ELECTION OF DIRECTOR: Daniel P. Huttenlocher                                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          75280 |                0 | FOR         |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | ELECTION OF DIRECTOR: Andrew Y. Ng                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          75280 |                0 | FOR         |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | ELECTION OF DIRECTOR: Indra K. Nooyi                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          75280 |                0 | FOR         |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | ELECTION OF DIRECTOR: Jonathan J. Rubinstein                                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          75280 |                0 | FOR         |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | ELECTION OF DIRECTOR: Brad D. Smith                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          75280 |                0 | FOR         |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | ELECTION OF DIRECTOR: Patricia Q. Stonesifer                                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          75280 |                0 | FOR         |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | ELECTION OF DIRECTOR: Wendell P. Weeks                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          75280 |                0 | FOR         |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | RATIFICATION OF THE APPOINTMENT OF ERNST  YOUNG<br>LLP AS INDEPENDENT AUDITORS                                                                                                                                                               | AUDIT-RELATED                           |          75280 |                0 | FOR         |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES            |          75280 |                0 | FOR         |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | SHAREHOLDER PROPOSAL REQUESTING A MANDATORY<br>POLICY SEPARATING THE ROLES OF CEO AND CHAIR OF<br>THE BOARD                                                                                                                                  | CORPORATE GOVERNANCE                    |          75280 |                0 | AGAINST     |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON<br>ADVERTISING RISKS                                                                                                                                                                             | OTHER SOCIAL ISSUES                     |          75280 |                0 | AGAINST     |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE<br>EMISSIONS REPORTING                                                                                                                                                                           | ENVIRONMENT OR CLIMATE                  |          75280 |                0 | AGAINST     |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL<br>REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE<br>COMMITMENTS                                                                                                                                  | ENVIRONMENT OR CLIMATE                  |          75280 |                0 | AGAINST     |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | SHAREHOLDER PROPOSAL REQUESTING AN ASSESSMENT<br>OF BOARD STRUCTURE FOR OVERSIGHT OF AI                                                                                                                                                      | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          75280 |                0 | AGAINST     |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON<br>PACKAGING MATERIALS                                                                                                                                                                           | ENVIRONMENT OR CLIMATE                  |          75280 |                0 | AGAINST     |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON<br>WAREHOUSE WORKING CONDITIONS                                                                                                                                                                  | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          75280 |                0 | AGAINST     |                                    75280 | FOR                         |  |
| AMAZON.COM, INC.     | 023135106 | 5/21/2025      | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON<br>DATA USAGE OVERSIGHT IN AI OFFERINGS                                                                                                                                                          | OTHER SOCIAL ISSUES                     |          75280 |                0 | AGAINST     |                                    75280 | FOR                         |  |
| AMETEK, INC.         | 031100100 | 5/7/2025       | Election of Director FOR a term of three years: Dean Seavers                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          41214 |                0 | FOR         |                                    41214 | FOR                         |  |
| AMETEK, INC.         | 031100100 | 5/7/2025       | Election of Director FOR a term of three years: David A. Zapico                                                                                                                                                                              | DIRECTOR ELECTIONS                      |          41214 |                0 | FOR         |                                    41214 | FOR                         |  |
| AMETEK, INC.         | 031100100 | 5/7/2025       | Approval, by advisory vote, of the compensation of AMETEK, Inc.'s<br>named executive officers.                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |          41214 |                0 | FOR         |                                    41214 | FOR                         |  |
| AMETEK, INC.         | 031100100 | 5/7/2025       | Ratification of the appointment of Ernst  Young LLP as<br>independent registered public accounting firm FOR 2025.                                                                                                                            | AUDIT-RELATED                           |          41214 |                0 | FOR         |                                    41214 | FOR                         |  |
| AMGEN INC.           | 031162100 | 5/23/2025      | Election of Director FOR a term of office expiring at the 2026 annual<br>meeting of stockholders: Dr. Wanda M. Austin                                                                                                                        | DIRECTOR ELECTIONS                      |          17750 |                0 | FOR         |                                    17750 | FOR                         |  |
| AMGEN INC.           | 031162100 | 5/23/2025      | Election of Director FOR a term of office expiring at the 2026 annual<br>meeting of stockholders: Mr. Robert A. Bradway                                                                                                                      | DIRECTOR ELECTIONS                      |          17750 |                0 | FOR         |                                    17750 | FOR                         |  |
| AMGEN INC.           | 031162100 | 5/23/2025      | Election of Director FOR a term of office expiring at the 2026 annual<br>meeting of stockholders: Dr. Michael V. Drake                                                                                                                       | DIRECTOR ELECTIONS                      |          17750 |                0 | FOR         |                                    17750 | FOR                         |  |
| AMGEN INC.           | 031162100 | 5/23/2025      | Election of Director FOR a term of office expiring at the 2026 annual<br>meeting of stockholders: Dr. Brian J. Druker                                                                                                                        | DIRECTOR ELECTIONS                      |          17750 |                0 | FOR         |                                    17750 | FOR                         |  |
| AMGEN INC.           | 031162100 | 5/23/2025      | Election of Director FOR a term of office expiring at the 2026 annual<br>meeting of stockholders: Mr. Robert A. Eckert                                                                                                                       | DIRECTOR ELECTIONS                      |          17750 |                0 | FOR         |                                    17750 | FOR                         |  |
| AMGEN INC.           | 031162100 | 5/23/2025      | Election of Director FOR a term of office expiring at the 2026 annual<br>meeting of stockholders: Mr. Greg C. Garland                                                                                                                        | DIRECTOR ELECTIONS                      |          17750 |                0 | FOR         |                                    17750 | FOR                         |  |
| AMGEN INC.           | 031162100 | 5/23/2025      | Election of Director FOR a term of office expiring at the 2026 annual<br>meeting of stockholders: Mr. Charles M. Holley, Jr.                                                                                                                 | DIRECTOR ELECTIONS                      |          17750 |                0 | FOR         |                                    17750 | FOR                         |  |
| AMGEN INC.           | 031162100 | 5/23/2025      | Election of Director FOR a term of office expiring at the 2026 annual<br>meeting of stockholders: Dr. S. Omar Ishrak                                                                                                                         | DIRECTOR ELECTIONS                      |          17750 |                0 | FOR         |                                    17750 | FOR                         |  |
| AMGEN INC.           | 031162100 | 5/23/2025      | Election of Director FOR a term of office expiring at the 2026 annual<br>meeting of stockholders: Dr. Tyler Jacks                                                                                                                            | DIRECTOR ELECTIONS                      |          17750 |                0 | FOR         |                                    17750 | FOR                         |  |
| AMGEN INC.           | 031162100 | 5/23/2025      | Election of Director FOR a term of office expiring at the 2026 annual<br>meeting of stockholders: Dr. Mary E. Klotman                                                                                                                        | DIRECTOR ELECTIONS                      |          17750 |                0 | FOR         |                                    17750 | FOR                         |  |
| AMGEN INC.           | 031162100 | 5/23/2025      | Election of Director FOR a term of office expiring at the 2026 annual<br>meeting of stockholders: Ms. Ellen J. Kullman                                                                                                                       | DIRECTOR ELECTIONS                      |          17750 |                0 | FOR         |                                    17750 | FOR                         |  |
| AMGEN INC.           | 031162100 | 5/23/2025      | Election of Director FOR a term of office expiring at the 2026 annual<br>meeting of stockholders: Ms. Amy E. Miles                                                                                                                           | DIRECTOR ELECTIONS                      |          17750 |                0 | FOR         |                                    17750 | FOR                         |  |
| AMGEN INC.           | 031162100 | 5/23/2025      | Advisory vote to approve our executive compensation.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES            |          17750 |                0 | FOR         |                                    17750 | FOR                         |  |
| AMGEN INC.           | 031162100 | 5/23/2025      | To ratify the selection of Ernst  Young LLP as our independent<br>registered public accountants FOR the fiscal year ending December<br>31, 2025.                                                                                             | AUDIT-RELATED                           |          17750 |                0 | FOR         |                                    17750 | FOR                         |  |
| APPLE INC.           | 037833100 | 2/25/2025      | Election of Director: Wanda Austin                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          86226 |                0 | FOR         |                                    86226 | FOR                         |  |
| APPLE INC.           | 037833100 | 2/25/2025      | Election of Director: Tim Cook                                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          86226 |                0 | FOR         |                                    86226 | FOR                         |  |
| APPLE INC.           | 037833100 | 2/25/2025      | Election of Director: Alex Gorsky                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          86226 |                0 | FOR         |                                    86226 | FOR                         |  |
| APPLE INC.           | 037833100 | 2/25/2025      | Election of Director: Andrea Jung                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          86226 |                0 | FOR         |                                    86226 | FOR                         |  |
| APPLE INC.           | 037833100 | 2/25/2025      | Election of Director: Art Levinson                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          86226 |                0 | FOR         |                                    86226 | FOR                         |  |
| APPLE INC.           | 037833100 | 2/25/2025      | Election of Director: Monica Lozano                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          86226 |                0 | FOR         |                                    86226 | FOR                         |  |
| APPLE INC.           | 037833100 | 2/25/2025      | Election of Director: Ron Sugar                                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |          86226 |                0 | FOR         |                                    86226 | FOR                         |  |
| APPLE INC.           | 037833100 | 2/25/2025      | Election of Director: Sue Wagner                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |          86226 |                0 | FOR         |                                    86226 | FOR                         |  |
| APPLE INC.           | 037833100 | 2/25/2025      | Ratification of the appointment of Ernst  Young LLP as Apple's<br>independent registered public accounting firm FOR fiscal 2025                                                                                                              | AUDIT-RELATED                           |          86226 |                0 | FOR         |                                    86226 | FOR                         |  |
| APPLE INC.           | 037833100 | 2/25/2025      | Advisory vote to approve executive compensation                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES            |          86226 |                0 | FOR         |                                    86226 | FOR                         |  |
| APPLE INC.           | 037833100 | 2/25/2025      | A shareholder proposal entitled "Report on Ethical AI Data<br>Acquisition and Usage"                                                                                                                                                         | OTHER SOCIAL ISSUES                     |          86226 |                0 | AGAINST     |                                    86226 | FOR                         |  |
| APPLE INC.           | 037833100 | 2/25/2025      | A shareholder proposal entitled "Report on Costs and Benefits of<br>Child Sex Abuse Material-Identifying Software  User Privacy"                                                                                                             | OTHER SOCIAL ISSUES                     |          86226 |                0 | AGAINST     |                                    86226 | FOR                         |  |
| APPLE INC.           | 037833100 | 2/25/2025      | A shareholder proposal entitled "Request to Cease DEI EfFORts"                                                                                                                                                                               | OTHER SOCIAL ISSUES                     |          86226 |                0 | AGAINST     |                                    86226 | FOR                         |  |
| APPLE INC.           | 037833100 | 2/25/2025      | A shareholder proposal entitled "Report on Charitable Giving"                                                                                                                                                                                | OTHER SOCIAL ISSUES                     |          86226 |                0 | AGAINST     |                                    86226 | FOR                         |  |
| ASML HOLDINGS N.V.   | N07059210 | 4/23/2025      | Advisory vote on the remuneration report FOR the Board of<br>Management and the Supervisory Board FOR the financial year<br>2024                                                                                                             | SECTION 14A SAY-ON-PAY VOTES            |           8479 |                0 | FOR         |                                     8479 | FOR                         |  |
| ASML HOLDINGS N.V.   | N07059210 | 4/23/2025      | Proposal to adopt the financial statements of the Company FOR the<br>financial year 2024, as prepared in accordance with Dutch law                                                                                                           | OTHER                                   |           8479 |                0 | FOR         |                                     8479 | FOR                         |  |
| ASML HOLDINGS N.V.   | N07059210 | 4/23/2025      | Proposal to adopt a dividend in respect of the financial year 2024                                                                                                                                                                           | CAPITAL STRUCTURE                       |           8479 |                0 | FOR         |                                     8479 | FOR                         |  |
| ASML HOLDINGS N.V.   | N07059210 | 4/23/2025      | Proposal to discharge the members of the Board of Management<br>from liability FOR their responsibilities in the financial year 2024                                                                                                         | CORPORATE GOVERNANCE                    |           8479 |                0 | FOR         |                                     8479 | FOR                         |  |
| ASML HOLDINGS N.V.   | N07059210 | 4/23/2025      | Proposal to discharge the members of the Supervisory Board from<br>liability FOR their responsibilities in the financial year 2024                                                                                                           | CORPORATE GOVERNANCE                    |           8479 |                0 | FOR         |                                     8479 | FOR                         |  |
| ASML HOLDINGS N.V.   | N07059210 | 4/23/2025      | Proposal to approve the number of shares FOR the Board of<br>Management                                                                                                                                                                      | CAPITAL STRUCTURE                       |           8479 |                0 | FOR         |                                     8479 | FOR                         |  |
| ASML HOLDINGS N.V.   | N07059210 | 4/23/2025      | Proposal to adopt the revised remuneration policy of the Board of<br>Management                                                                                                                                                              | COMPENSATION                            |           8479 |                0 | FOR         |                                     8479 | FOR                         |  |
| ASML HOLDINGS N.V.   | N07059210 | 4/23/2025      | Proposal to amend the remuneration of the members of the<br>Supervisory Board                                                                                                                                                                | COMPENSATION                            |           8479 |                0 | FOR         |                                     8479 | FOR                         |  |
| ASML HOLDINGS N.V.   | N07059210 | 4/23/2025      | Proposal to re-appoint Ms. B.M. Conix as a member of the<br>Supervisory Board                                                                                                                                                                | DIRECTOR ELECTIONS                      |           8479 |                0 | FOR         |                                     8479 | FOR                         |  |
| ASML HOLDINGS N.V.   | N07059210 | 4/23/2025      | Proposal to appoint Ms. C.E.G. van Gennip as a member of the<br>Supervisory Board                                                                                                                                                            | DIRECTOR ELECTIONS                      |           8479 |                0 | FOR         |                                     8479 | FOR                         |  |
| ASML HOLDINGS N.V.   | N07059210 | 4/23/2025      | Proposal to appoint PricewaterhouseCoopers Accountants N.V. as<br>the external auditor to issue an independent auditor's opinion on<br>ASML's financial statements FOR the reporting year 2026                                               | AUDIT-RELATED                           |           8479 |                0 | FOR         |                                     8479 | FOR                         |  |
| ASML HOLDINGS N.V.   | N07059210 | 4/23/2025      | Proposal to appoint PricewaterhouseCoopers Accountants N.V. as<br>the external auditor to carry out the assurance of ASML's<br>sustainability statements FOR the reporting years 2025 and 2026                                               | OTHER                                   |           8479 |                0 | FOR         |                                     8479 | FOR                         |  |
| ASML HOLDINGS N.V.   | N07059210 | 4/23/2025      | Authorization to issue ordinary shares or grant rights to subscribe<br>FOR ordinary shares up to 5% FOR general purposes and up to 5% in<br>connection with or on the occasion of mergers, acquisitions and/or<br>(strategic) alliances      | CAPITAL STRUCTURE                       |           8479 |                0 | FOR         |                                     8479 | FOR                         |  |
| ASML HOLDINGS N.V.   | N07059210 | 4/23/2025      | Authorization of the Board of Management to restrict or exclude<br>pre-emption rights in connection with the authorizations referred to<br>in item 10 a)                                                                                     | CAPITAL STRUCTURE                       |           8479 |                0 | FOR         |                                     8479 | FOR                         |  |
| ASML HOLDINGS N.V.   | N07059210 | 4/23/2025      | Proposal to authorize the Board of Management to repurchase<br>ordinary shares up to 10% of the issued share capital                                                                                                                         | CAPITAL STRUCTURE                       |           8479 |                0 | FOR         |                                     8479 | FOR                         |  |
| ASML HOLDINGS N.V.   | N07059210 | 4/23/2025      | Proposal to cancel ordinary shares                                                                                                                                                                                                           | CAPITAL STRUCTURE                       |           8479 |                0 | FOR         |                                     8479 | FOR                         |  |
| AUTOZONE, INC.       | 053332102 | 12/18/2024     | Election of Director: Philip B. Daniele, III                                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |           1775 |                0 | FOR         |                                     1775 | FOR                         |  |
| AUTOZONE, INC.       | 053332102 | 12/18/2024     | Election of Director: Michael A. George                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |           1775 |                0 | FOR         |                                     1775 | FOR                         |  |
| AUTOZONE, INC.       | 053332102 | 12/18/2024     | Election of Director: Linda A. Goodspeed                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |           1775 |                0 | FOR         |                                     1775 | FOR                         |  |
| AUTOZONE, INC.       | 053332102 | 12/18/2024     | Election of Director: Earl G. Graves, Jr.                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |           1775 |                0 | FOR         |                                     1775 | FOR                         |  |
| AUTOZONE, INC.       | 053332102 | 12/18/2024     | Election of Director: Brian P. Hannasch                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |           1775 |                0 | FOR         |                                     1775 | FOR                         |  |
| AUTOZONE, INC.       | 053332102 | 12/18/2024     | Election of Director: Gale V. King                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |           1775 |                0 | FOR         |                                     1775 | FOR                         |  |
| AUTOZONE, INC.       | 053332102 | 12/18/2024     | Election of Director: George R. Mrkonic, Jr.                                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |           1775 |                0 | FOR         |                                     1775 | FOR                         |  |
| AUTOZONE, INC.       | 053332102 | 12/18/2024     | Election of Director: William C. Rhodes, III                                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |           1775 |                0 | FOR         |                                     1775 | FOR                         |  |
| AUTOZONE, INC.       | 053332102 | 12/18/2024     | Election of Director: Jill A. Soltau                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |           1775 |                0 | FOR         |                                     1775 | FOR                         |  |
| AUTOZONE, INC.       | 053332102 | 12/18/2024     | Ratification of the appointment of Ernst  Young LLP as our<br>independent registered public accounting firm FOR the 2025 fiscal<br>year.                                                                                                     | AUDIT-RELATED                           |           1775 |                0 | FOR         |                                     1775 | FOR                         |  |
| AUTOZONE, INC.       | 053332102 | 12/18/2024     | Approval of an advisory vote on the compensation of named<br>executive officers                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES            |           1775 |                0 | FOR         |                                     1775 | FOR                         |  |
| AUTOZONE, INC.       | 053332102 | 12/18/2024     | Approval of an advisory vote on reducing the ownership threshold<br>to call a special meeting of shareholders                                                                                                                                | CORPORATE GOVERNANCE                    |           1775 |                0 | FOR         |                                     1775 | FOR                         |  |
| AUTOZONE, INC.       | 053332102 | 12/18/2024     | Shareholder Proposal regarding Special Shareholder Meeting<br>improvement.                                                                                                                                                                   | CORPORATE GOVERNANCE                    |           1775 |                0 | AGAINST     |                                     1775 | FOR                         |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Election of Director: Sharon L. Allen                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |         132091 |                0 | FOR         |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Election of Director: José (Joe) E. Almeida                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |         132091 |                0 | FOR         |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Election of Director: Pierre J.P. de Weck                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |         132091 |                0 | FOR         |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Election of Director: Arnold W. Donald                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |         132091 |                0 | FOR         |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Election of Director: Linda P. Hudson                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |         132091 |                0 | FOR         |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Election of Director: Monica C. Lozano                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |         132091 |                0 | FOR         |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Election of Director: Maria N. Martinez                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |         132091 |                0 | FOR         |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Election of Director: Brian T. Moynihan                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |         132091 |                0 | FOR         |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Election of Director: Lionel L. Nowell III                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |         132091 |                0 | FOR         |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Election of Director: Denise L. Ramos                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |         132091 |                0 | FOR         |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Election of Director: Clayton S. Rose                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |         132091 |                0 | FOR         |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Election of Director: Michael D. White                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |         132091 |                0 | FOR         |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Election of Director: Thomas D. Woods                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |         132091 |                0 | FOR         |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Election of Director: Maria T. Zuber                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |         132091 |                0 | FOR         |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Approving our executive compensation (an advisory, non-binding<br>"Say on Pay" resolution)                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |         132091 |                0 | FOR         |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Ratifying the appointment of our independent registered public<br>accounting firm FOR 2025                                                                                                                                                   | AUDIT-RELATED                           |         132091 |                0 | FOR         |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Amending and restating the Bank of America Corporation Equity<br>Plan                                                                                                                                                                        | COMPENSATION                            |         132091 |                0 | FOR         |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Shareholder proposal requesting the nomination of more director<br>candidates than board seats                                                                                                                                               | CORPORATE GOVERNANCE                    |         132091 |                0 | AGAINST     |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Shareholder proposal requesting report on board oversight of risks<br>related to animal welfare                                                                                                                                              | ENVIRONMENT OR CLIMATE                  |         132091 |                0 | AGAINST     |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Shareholder proposal requesting report on lobbying alignment with<br>Bank of America's climate goals                                                                                                                                         | ENVIRONMENT OR CLIMATE                  |         132091 |                0 | AGAINST     |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BANK OF AMERICA      | 060505104 | 4/22/2025      | Shareholder proposal requesting disclosure of energy financing<br>ratio                                                                                                                                                                      | ENVIRONMENT OR CLIMATE                  |         132091 |                0 | AGAINST     |                                   132091 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BROADCOM INC         | 11135F101 | 4/21/2025      | Election of Director: Diane M. Bryant                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          95090 |                0 | FOR         |                                    95090 | FOR                         |  |
| BROADCOM INC         | 11135F101 | 4/21/2025      | Election of Director: Gayla J. Delly                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          95090 |                0 | FOR         |                                    95090 | FOR                         |  |
| BROADCOM INC         | 11135F101 | 4/21/2025      | Election of Director: Kenneth Y. Hao                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          95090 |                0 | FOR         |                                    95090 | FOR                         |  |
| BROADCOM INC         | 11135F101 | 4/21/2025      | Election of Director: Eddy W. Hartenstein                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          95090 |                0 | FOR         |                                    95090 | FOR                         |  |
| BROADCOM INC         | 11135F101 | 4/21/2025      | Election of Director: Check Kian Low                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          95090 |                0 | FOR         |                                    95090 | FOR                         |  |
| BROADCOM INC         | 11135F101 | 4/21/2025      | Election of Director: Justine F. Page                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          95090 |                0 | FOR         |                                    95090 | FOR                         |  |
| BROADCOM INC         | 11135F101 | 4/21/2025      | Election of Director: Henry Samueli                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          95090 |                0 | FOR         |                                    95090 | FOR                         |  |
| BROADCOM INC         | 11135F101 | 4/21/2025      | Election of Director: Hock E. Tan                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          95090 |                0 | FOR         |                                    95090 | FOR                         |  |
| BROADCOM INC         | 11135F101 | 4/21/2025      | Election of Director: Harry L. You                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          95090 |                0 | FOR         |                                    95090 | FOR                         |  |
| BROADCOM INC         | 11135F101 | 4/21/2025      | Ratification of the appointment of PricewaterhouseCoopers LLP as<br>the independent registered public accounting firm of Broadcom FOR<br>the fiscal year ending November 2, 2025.                                                            | AUDIT-RELATED                           |          95090 |                0 | FOR         |                                    95090 | FOR                         |  |
| BROADCOM INC         | 11135F101 | 4/21/2025      | Advisory vote to approve the named executive officer<br>compensation.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES            |          95090 |                0 | FOR         |                                    95090 | FOR                         |  |
| CATERPILLAR INC.     | 149123101 | 6/11/2025      | Election of Director: Joseph E. Creed                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          23590 |                0 | FOR         |                                    23590 | FOR                         |  |
| CATERPILLAR INC.     | 149123101 | 6/11/2025      | Election of Director: James C. Fish, Jr.                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          23590 |                0 | FOR         |                                    23590 | FOR                         |  |
| CATERPILLAR INC.     | 149123101 | 6/11/2025      | Election of Director: Gerald Johnson                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          23590 |                0 | FOR         |                                    23590 | FOR                         |  |
| CATERPILLAR INC.     | 149123101 | 6/11/2025      | Election of Director: Nazzic S. Keene                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          23590 |                0 | FOR         |                                    23590 | FOR                         |  |
| CATERPILLAR INC.     | 149123101 | 6/11/2025      | Election of Director: David W. MacLennan                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          23590 |                0 | FOR         |                                    23590 | FOR                         |  |
| CATERPILLAR INC.     | 149123101 | 6/11/2025      | Election of Director: Judith F. Marks                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          23590 |                0 | FOR         |                                    23590 | FOR                         |  |
| CATERPILLAR INC.     | 149123101 | 6/11/2025      | Election of Director: Debra L. Reed-Klages                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          23590 |                0 | FOR         |                                    23590 | FOR                         |  |
| CATERPILLAR INC.     | 149123101 | 6/11/2025      | Election of Director: Susan C. Schwab                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          23590 |                0 | FOR         |                                    23590 | FOR                         |  |
| CATERPILLAR INC.     | 149123101 | 6/11/2025      | Election of Director: D. James Umpleby III                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          23590 |                0 | FOR         |                                    23590 | FOR                         |  |
| CATERPILLAR INC.     | 149123101 | 6/11/2025      | Election of Director: RayFORd Wilkins, Jr.                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          23590 |                0 | FOR         |                                    23590 | FOR                         |  |
| CATERPILLAR INC.     | 149123101 | 6/11/2025      | Ratification of our Independent Registered Public Accounting Firm                                                                                                                                                                            | AUDIT-RELATED                           |          23590 |                0 | FOR         |                                    23590 | FOR                         |  |
| CATERPILLAR INC.     | 149123101 | 6/11/2025      | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES            |          23590 |                0 | FOR         |                                    23590 | FOR                         |  |
| CATERPILLAR INC.     | 149123101 | 6/11/2025      | Shareholder Proposal - Civil Rights Audit                                                                                                                                                                                                    | DIVERSITY, EQUITY, AND INCLUSION        |          23590 |                0 | AGAINST     |                                    23590 | FOR                         |  |
| CATERPILLAR INC.     | 149123101 | 6/11/2025      | Shareholder Proposal - Report on Employee Charitable Giving<br>Match                                                                                                                                                                         | OTHER SOCIAL ISSUES                     |          23590 |                0 | AGAINST     |                                    23590 | FOR                         |  |
| CATERPILLAR INC.     | 149123101 | 6/11/2025      | Shareholder Proposal - Request to Cease DEI EfFORts                                                                                                                                                                                          | OTHER SOCIAL ISSUES                     |          23590 |                0 | AGAINST     |                                    23590 | FOR                         |  |
| CDW CORPORATION      | 12514G108 | 5/20/2025      | Election of Director Term to Expire at 2026 Annual Meeting:<br>Virginia C. Addicott                                                                                                                                                          | DIRECTOR ELECTIONS                      |          25830 |                0 | FOR         |                                    25830 | FOR                         |  |
| CDW CORPORATION      | 12514G108 | 5/20/2025      | Election of Director term to Expire at 2026 Annual Meeting: James<br>A. Bell                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          25830 |                0 | FOR         |                                    25830 | FOR                         |  |
| CDW CORPORATION      | 12514G108 | 5/20/2025      | Election of Director term to Expire at 2026 Annual Meeting: Lynda<br>M. Clarizio                                                                                                                                                             | DIRECTOR ELECTIONS                      |          25830 |                0 | FOR         |                                    25830 | FOR                         |  |
| CDW CORPORATION      | 12514G108 | 5/20/2025      | Election of Director term to Expire at 2026 Annual Meeting:<br>Anthony R. Foxx                                                                                                                                                               | DIRECTOR ELECTIONS                      |          25830 |                0 | FOR         |                                    25830 | FOR                         |  |
| CDW CORPORATION      | 12514G108 | 5/20/2025      | Election of Director term to Expire at 2026 Annual Meeting: Kelly J.<br>Grier                                                                                                                                                                | DIRECTOR ELECTIONS                      |          25830 |                0 | FOR         |                                    25830 | FOR                         |  |
| CDW CORPORATION      | 12514G108 | 5/20/2025      | Election of Director term to Expire at 2026 Annual Meeting: Marc<br>E. Jones                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          25830 |                0 | FOR         |                                    25830 | FOR                         |  |
| CDW CORPORATION      | 12514G108 | 5/20/2025      | Election of Director term to Expire at 2026 Annual Meeting:<br>Christine A. Leahy                                                                                                                                                            | DIRECTOR ELECTIONS                      |          25830 |                0 | FOR         |                                    25830 | FOR                         |  |
| CDW CORPORATION      | 12514G108 | 5/20/2025      | Election of Director term to Expire at 2026 Annual Meeting: Sanjay<br>Mehrotra                                                                                                                                                               | DIRECTOR ELECTIONS                      |          25830 |                0 | FOR         |                                    25830 | FOR                         |  |
| CDW CORPORATION      | 12514G108 | 5/20/2025      | Election of Director term to Expire at 2026 Annual Meeting: David<br>W. Nelms                                                                                                                                                                | DIRECTOR ELECTIONS                      |          25830 |                0 | FOR         |                                    25830 | FOR                         |  |
| CDW CORPORATION      | 12514G108 | 5/20/2025      | Election of Director term to Expire at 2026 Annual Meeting: Joseph<br>R. Swedish                                                                                                                                                             | DIRECTOR ELECTIONS                      |          25830 |                0 | FOR         |                                    25830 | FOR                         |  |
| CDW CORPORATION      | 12514G108 | 5/20/2025      | Election of Director term to Expire at 2026 Annual Meeting: Donna<br>F. Zarcone                                                                                                                                                              | DIRECTOR ELECTIONS                      |          25830 |                0 | FOR         |                                    25830 | FOR                         |  |
| CDW CORPORATION      | 12514G108 | 5/20/2025      | To approve, on an advisory basis, named executive officer<br>compensation.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |          25830 |                0 | FOR         |                                    25830 | FOR                         |  |
| CDW CORPORATION      | 12514G108 | 5/20/2025      | To ratify the selection of Ernst  Young LLP as the Company's<br>independent registered public accounting firm FOR the year ending<br>December 31, 2025.                                                                                      | AUDIT-RELATED                           |          25830 |                0 | FOR         |                                    25830 | FOR                         |  |
| CDW CORPORATION      | 12514G108 | 5/20/2025      | To consider and act upon the stockholder proposal, if properly<br>presented at the meeting, regarding stockholder right to act by<br>written consent.                                                                                        | CORPORATE GOVERNANCE                    |          25830 |                0 | FOR         |                                    25830 | AGAINST                     |  |
| CHEVRON CORPORATION  | 166764100 | 5/28/2025      | Election of Director: Wanda M. Austin                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          34202 |                0 | FOR         |                                    34202 | FOR                         |  |
| CHEVRON CORPORATION  | 166764100 | 5/28/2025      | Election of Director: John B. Frank                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          34202 |                0 | FOR         |                                    34202 | FOR                         |  |
| CHEVRON CORPORATION  | 166764100 | 5/28/2025      | Election of Director: Alice P. Gast                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          34202 |                0 | FOR         |                                    34202 | FOR                         |  |
| CHEVRON CORPORATION  | 166764100 | 5/28/2025      | Election of Director: Enrique Hernandez, Jr.                                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          34202 |                0 | FOR         |                                    34202 | FOR                         |  |
| CHEVRON CORPORATION  | 166764100 | 5/28/2025      | Election of Director: Marillyn A. Hewson                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          34202 |                0 | FOR         |                                    34202 | FOR                         |  |
| CHEVRON CORPORATION  | 166764100 | 5/28/2025      | Election of Director: Jon M. Huntsman Jr.                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          34202 |                0 | FOR         |                                    34202 | FOR                         |  |
| CHEVRON CORPORATION  | 166764100 | 5/28/2025      | Election of Director: Charles W. Moorman                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          34202 |                0 | FOR         |                                    34202 | FOR                         |  |
| CHEVRON CORPORATION  | 166764100 | 5/28/2025      | Election of Director: Dambisa F. Moyo                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          34202 |                0 | FOR         |                                    34202 | FOR                         |  |
| CHEVRON CORPORATION  | 166764100 | 5/28/2025      | Election of Director: Debra Reed-Klages                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          34202 |                0 | FOR         |                                    34202 | FOR                         |  |
| CHEVRON CORPORATION  | 166764100 | 5/28/2025      | Election of Director: D. James Umpleby III                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          34202 |                0 | FOR         |                                    34202 | FOR                         |  |
| CHEVRON CORPORATION  | 166764100 | 5/28/2025      | Election of Director: Cynthia J. Warner                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          34202 |                0 | FOR         |                                    34202 | FOR                         |  |
| CHEVRON CORPORATION  | 166764100 | 5/28/2025      | Election of Director: Michael K. Wirth                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          34202 |                0 | FOR         |                                    34202 | FOR                         |  |
| CHEVRON CORPORATION  | 166764100 | 5/28/2025      | Ratification of Appointment of PricewaterhouseCoopers LLP as the<br>Independent Registered Public Accounting Firm FOR 2025                                                                                                                   | AUDIT-RELATED                           |          34202 |                0 | FOR         |                                    34202 | FOR                         |  |
| CHEVRON CORPORATION  | 166764100 | 5/28/2025      | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES            |          34202 |                0 | FOR         |                                    34202 | FOR                         |  |
| CHEVRON CORPORATION  | 166764100 | 5/28/2025      | Amendments to the Company's Restated Certificate of<br>Incorporation to Provide FOR Officer Exculpation                                                                                                                                      | CORPORATE GOVERNANCE                    |          34202 |                0 | FOR         |                                    34202 | FOR                         |  |
| CHEVRON CORPORATION  | 166764100 | 5/28/2025      | Commission a Third-Party Report on Human Rights Practices                                                                                                                                                                                    | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          34202 |                0 | AGAINST     |                                    34202 | FOR                         |  |
| CHEVRON CORPORATION  | 166764100 | 5/28/2025      | Report on Renewable Energy Stranded Asset Risks                                                                                                                                                                                              | ENVIRONMENT OR CLIMATE                  |          34202 |                0 | AGAINST     |                                    34202 | FOR                         |  |
| CHEVRON CORPORATION  | 166764100 | 5/28/2025      | Allow Holders of 10 Percent of Our Common Stock to Call Special<br>Meetings                                                                                                                                                                  | CORPORATE GOVERNANCE                    |          34202 |                0 | AGAINST     |                                    34202 | FOR                         |  |
| DEERE  COMPANY       | 244199105 | 2/26/2025      | Election of Director: Leanne G. Caret                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |           6575 |                0 | FOR         |                                     6575 | FOR                         |  |
| DEERE  COMPANY       | 244199105 | 2/26/2025      | Election of Director: Tamra A. Erwin                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |           6575 |                0 | FOR         |                                     6575 | FOR                         |  |
| DEERE  COMPANY       | 244199105 | 2/26/2025      | Election of Director: R. Preston Feight                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |           6575 |                0 | FOR         |                                     6575 | FOR                         |  |
| DEERE  COMPANY       | 244199105 | 2/26/2025      | Election of Director: Alan C. Heuberger                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |           6575 |                0 | FOR         |                                     6575 | FOR                         |  |
| DEERE  COMPANY       | 244199105 | 2/26/2025      | Election of Director: L. Neil Hunn                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |           6575 |                0 | FOR         |                                     6575 | FOR                         |  |
| DEERE  COMPANY       | 244199105 | 2/26/2025      | Election of Director: Michael O. Johanns                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |           6575 |                0 | FOR         |                                     6575 | FOR                         |  |
| DEERE  COMPANY       | 244199105 | 2/26/2025      | Election of Director: John C. May                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |           6575 |                0 | FOR         |                                     6575 | FOR                         |  |
| DEERE  COMPANY       | 244199105 | 2/26/2025      | Election of Director: Gregory R. Page                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |           6575 |                0 | FOR         |                                     6575 | FOR                         |  |
| DEERE  COMPANY       | 244199105 | 2/26/2025      | Election of Director: Sherry M. Smith                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |           6575 |                0 | FOR         |                                     6575 | FOR                         |  |
| DEERE  COMPANY       | 244199105 | 2/26/2025      | Election of Director: Dmitri L. Stockton                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |           6575 |                0 | FOR         |                                     6575 | FOR                         |  |
| DEERE  COMPANY       | 244199105 | 2/26/2025      | Election of Director: Sheila G. Talton                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |           6575 |                0 | FOR         |                                     6575 | FOR                         |  |
| DEERE  COMPANY       | 244199105 | 2/26/2025      | Advisory vote to approve executive compensation ("say-on-pay")                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |           6575 |                0 | FOR         |                                     6575 | FOR                         |  |
| DEERE  COMPANY       | 244199105 | 2/26/2025      | Ratification of the appointment of Deloitte  Touche LLP as<br>Deere's independent registered public accounting firm FOR fiscal<br>2025                                                                                                       | AUDIT-RELATED                           |           6575 |                0 | FOR         |                                     6575 | FOR                         |  |
| DEERE  COMPANY       | 244199105 | 2/26/2025      | Shareholder proposal on a report on racial and gender hiring<br>statistics                                                                                                                                                                   | OTHER SOCIAL ISSUES                     |           6575 |                0 | AGAINST     |                                     6575 | FOR                         |  |
| DEERE  COMPANY       | 244199105 | 2/26/2025      | Shareholder proposal on a report on effectiveness of efFORts to<br>create a meritocratic workplace                                                                                                                                           | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |           6575 |                0 | AGAINST     |                                     6575 | FOR                         |  |
| DEERE  COMPANY       | 244199105 | 2/26/2025      | Shareholder proposal on a corporate financial sustainability report                                                                                                                                                                          | CORPORATE GOVERNANCE                    |           6575 |                0 | AGAINST     |                                     6575 | FOR                         |  |
| DEERE  COMPANY       | 244199105 | 2/26/2025      | Shareholder proposal on a civil rights audit                                                                                                                                                                                                 | DIVERSITY, EQUITY, AND INCLUSION        |           6575 |                0 | AGAINST     |                                     6575 | FOR                         |  |
| DEERE  COMPANY       | 244199105 | 2/26/2025      | Shareholder proposal on a report on charitable giving                                                                                                                                                                                        | OTHER SOCIAL ISSUES                     |           6575 |                0 | AGAINST     |                                     6575 | FOR                         |  |
| DOVER CORPORATION    | 260003108 | 5/2/2025       | Election of Director: D. L. DeHaas                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          27535 |                0 | FOR         |                                    27535 | FOR                         |  |
| DOVER CORPORATION    | 260003108 | 5/2/2025       | Election of Director: H. J. Gilbertson, Jr.                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          27535 |                0 | FOR         |                                    27535 | FOR                         |  |
| DOVER CORPORATION    | 260003108 | 5/2/2025       | Election of Director: K. C. Graham                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          27535 |                0 | FOR         |                                    27535 | FOR                         |  |
| DOVER CORPORATION    | 260003108 | 5/2/2025       | Election of Director: M. A. Howze                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          27535 |                0 | FOR         |                                    27535 | FOR                         |  |
| DOVER CORPORATION    | 260003108 | 5/2/2025       | Election of Director: M. Manley                                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |          27535 |                0 | FOR         |                                    27535 | FOR                         |  |
| DOVER CORPORATION    | 260003108 | 5/2/2025       | Election of Director: D. K. Ostling                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          27535 |                0 | FOR         |                                    27535 | FOR                         |  |
| DOVER CORPORATION    | 260003108 | 5/2/2025       | Election of Director: E. A. Spiegel                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          27535 |                0 | FOR         |                                    27535 | FOR                         |  |
| DOVER CORPORATION    | 260003108 | 5/2/2025       | Election of Director: R. J. Tobin                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          27535 |                0 | FOR         |                                    27535 | FOR                         |  |
| DOVER CORPORATION    | 260003108 | 5/2/2025       | Election of Director: K. E. Wandell                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          27535 |                0 | FOR         |                                    27535 | FOR                         |  |
| DOVER CORPORATION    | 260003108 | 5/2/2025       | To ratify the appointment of PricewaterhouseCoopers LLP as our<br>independent registered public accounting firm FOR 2025.                                                                                                                    | AUDIT-RELATED                           |          27535 |                0 | FOR         |                                    27535 | FOR                         |  |
| DOVER CORPORATION    | 260003108 | 5/2/2025       | To approve, on an advisory basis, named executive officer<br>compensation.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |          27535 |                0 | FOR         |                                    27535 | FOR                         |  |
| DOVER CORPORATION    | 260003108 | 5/2/2025       | To consider a shareholder proposal requesting an independent<br>board chair.                                                                                                                                                                 | CORPORATE GOVERNANCE                    |          27535 |                0 | AGAINST     |                                    27535 | FOR                         |  |
| EXXON MOBIL          | 30231G102 | 5/28/2025      | Election of Director: Michael J. Angelakis                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          40364 |                0 | FOR         |                                    40364 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| EXXON MOBIL          | 30231G102 | 5/28/2025      | Election of Director: Angela F. Braly                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          40364 |                0 | FOR         |                                    40364 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| EXXON MOBIL          | 30231G102 | 5/28/2025      | Election of Director: Maria S. Dreyfus                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          40364 |                0 | FOR         |                                    40364 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| EXXON MOBIL          | 30231G102 | 5/28/2025      | Election of Director: John D. Harris II                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          40364 |                0 | FOR         |                                    40364 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| EXXON MOBIL          | 30231G102 | 5/28/2025      | Election of Director: Kaisa H. Hietala                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          40364 |                0 | FOR         |                                    40364 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| EXXON MOBIL          | 30231G102 | 5/28/2025      | Election of Director: Joseph L. Hooley                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          40364 |                0 | FOR         |                                    40364 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| EXXON MOBIL          | 30231G102 | 5/28/2025      | Election of Director: Steven A. Kandarian                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          40364 |                0 | FOR         |                                    40364 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| EXXON MOBIL          | 30231G102 | 5/28/2025      | Election of Director: Alexander A. Karsner                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          40364 |                0 | FOR         |                                    40364 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| EXXON MOBIL          | 30231G102 | 5/28/2025      | Election of Director: Lawrence W. Kellner                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          40364 |                0 | FOR         |                                    40364 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| EXXON MOBIL          | 30231G102 | 5/28/2025      | Election of Director: Dina Powell McCormick                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          40364 |                0 | FOR         |                                    40364 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| EXXON MOBIL          | 30231G102 | 5/28/2025      | Election of Director: Jeffrey W. Ubben                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          40364 |                0 | FOR         |                                    40364 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| EXXON MOBIL          | 30231G102 | 5/28/2025      | Election of Director: Darren W. Woods                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          40364 |                0 | FOR         |                                    40364 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| EXXON MOBIL          | 30231G102 | 5/28/2025      | Ratification of Independent Auditors                                                                                                                                                                                                         | AUDIT-RELATED                           |          40364 |                0 | FOR         |                                    40364 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| EXXON MOBIL          | 30231G102 | 5/28/2025      | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES            |          40364 |                0 | FOR         |                                    40364 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| HUBBELL              | 443510607 | 5/6/2025       | Election of Director: 1. Gerben W. Bakker                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          13300 |                0 | FOR         |                                    13300 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| HUBBELL              | 443510607 | 5/6/2025       | Election of Director: 2. Carlos M. Cardoso                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          13300 |                0 | FOR         |                                    13300 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| HUBBELL              | 443510607 | 5/6/2025       | Election of Director: 3. Debra L. Dial                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          13300 |                0 | FOR         |                                    13300 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| HUBBELL              | 443510607 | 5/6/2025       | Election of Director: 4. Anthony J. Guzzi                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          13300 |                0 | FOR         |                                    13300 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| HUBBELL              | 443510607 | 5/6/2025       | Election of Director: 5. Rhett A. Hernandez                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          13300 |                0 | FOR         |                                    13300 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| HUBBELL              | 443510607 | 5/6/2025       | Election of Director: 6. Neal J. Keating                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          13300 |                0 | FOR         |                                    13300 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| HUBBELL              | 443510607 | 5/6/2025       | Election of Director: 7. Bonnie C. Lind                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          13300 |                0 | FOR         |                                    13300 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| HUBBELL              | 443510607 | 5/6/2025       | Election of Director: 8. John F. Malloy                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          13300 |                0 | FOR         |                                    13300 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| HUBBELL              | 443510607 | 5/6/2025       | Election of Director: 9. Jennifer M. Pollino                                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          13300 |                0 | FOR         |                                    13300 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| HUBBELL              | 443510607 | 5/6/2025       | Election of Director: 10. Garrick J. Rochow                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          13300 |                0 | FOR         |                                    13300 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| HUBBELL              | 443510607 | 5/6/2025       | To approve, by advisory vote, the compensation of our Named<br>Executive Officers as presented in the 2025 Proxy Statement.                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES            |          13300 |                0 | FOR         |                                    13300 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| HUBBELL              | 443510607 | 5/6/2025       | To ratify the selection of PricewaterhouseCoopers LLP as our<br>independent registered public accounting firm FOR the year 2025.                                                                                                             | AUDIT-RELATED                           |          13300 |                0 | FOR         |                                    13300 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| HUBBELL              | 443510607 | 5/6/2025       | To approve the amendment and restatement to the Certificate of<br>Incorporation to adopt a majority voting standard in uncontested<br>elections of Directors.                                                                                | CORPORATE GOVERNANCE                    |          13300 |                0 | FOR         |                                    13300 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| HUBBELL              | 443510607 | 5/6/2025       | To approve the Hubbell Incorporated Incentive Award Plan.                                                                                                                                                                                    | COMPENSATION                            |          13300 |                0 | FOR         |                                    13300 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| JPMORGAN CHASE  CO.  | 46625H100 | 5/20/2025      | Election of Director: Linda B. Bammann                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          35500 |                0 | FOR         |                                    35500 | FOR                         |  |
| JPMORGAN CHASE  CO.  | 46625H100 | 5/20/2025      | Election of Director: Michele G. Buck                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          35500 |                0 | FOR         |                                    35500 | FOR                         |  |
| JPMORGAN CHASE  CO.  | 46625H100 | 5/20/2025      | Election of Director: Stephen B. Burke                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          35500 |                0 | FOR         |                                    35500 | FOR                         |  |
| JPMORGAN CHASE  CO.  | 46625H100 | 5/20/2025      | Election of Director: Todd A. Combs                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          35500 |                0 | FOR         |                                    35500 | FOR                         |  |
| JPMORGAN CHASE  CO.  | 46625H100 | 5/20/2025      | Election of Director: Alicia Boler Davis                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          35500 |                0 | FOR         |                                    35500 | FOR                         |  |
| JPMORGAN CHASE  CO.  | 46625H100 | 5/20/2025      | Election of Director: James Dimon                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          35500 |                0 | FOR         |                                    35500 | FOR                         |  |
| JPMORGAN CHASE  CO.  | 46625H100 | 5/20/2025      | Election of Director: Alex Gorsky                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          35500 |                0 | FOR         |                                    35500 | FOR                         |  |
| JPMORGAN CHASE  CO.  | 46625H100 | 5/20/2025      | Election of Director: Mellody Hobson                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          35500 |                0 | FOR         |                                    35500 | FOR                         |  |
| JPMORGAN CHASE  CO.  | 46625H100 | 5/20/2025      | Election of Director: Phebe N. Novakovic                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          35500 |                0 | FOR         |                                    35500 | FOR                         |  |
| JPMORGAN CHASE  CO.  | 46625H100 | 5/20/2025      | Election of Director: Virginia M. Rometty                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          35500 |                0 | FOR         |                                    35500 | FOR                         |  |
| JPMORGAN CHASE  CO.  | 46625H100 | 5/20/2025      | Election of Director: Brad D. Smith                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          35500 |                0 | FOR         |                                    35500 | FOR                         |  |
| JPMORGAN CHASE  CO.  | 46625H100 | 5/20/2025      | Election of Director: Mark A. Weinberger                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          35500 |                0 | FOR         |                                    35500 | FOR                         |  |
| JPMORGAN CHASE  CO.  | 46625H100 | 5/20/2025      | Advisory resolution to approve executive compensation                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES            |          35500 |                0 | FOR         |                                    35500 | FOR                         |  |
| JPMORGAN CHASE  CO.  | 46625H100 | 5/20/2025      | Ratification of independent registered public accounting firm                                                                                                                                                                                | AUDIT-RELATED                           |          35500 |                0 | FOR         |                                    35500 | FOR                         |  |
| JPMORGAN CHASE  CO.  | 46625H100 | 5/20/2025      | Support FOR an independent board chairman                                                                                                                                                                                                    | CORPORATE GOVERNANCE                    |          35500 |                0 | AGAINST     |                                    35500 | FOR                         |  |
| JPMORGAN CHASE  CO.  | 46625H100 | 5/20/2025      | Report on social impacts of transition finance                                                                                                                                                                                               | ENVIRONMENT OR CLIMATE                  |          35500 |                0 | AGAINST     |                                    35500 | FOR                         |  |
| L3HARRIS             | 502431109 | 4/18/2025      | Election of Director FOR a term Expiring at the 2026 Annual Meeting<br>of Shareholders: Sallie B. Bailey                                                                                                                                     | DIRECTOR ELECTIONS                      |          51098 |                0 | FOR         |                                    51098 | FOR                         |  |
| TECHNOLOGIES, INC.   |  |  |  |  |  |  |  |  |  |  |
| L3HARRIS             | 502431109 | 4/18/2025      | Election of Director FOR a term Expiring at the 2026 Annual Meeting<br>of Shareholders: Thomas A. Dattilo                                                                                                                                    | DIRECTOR ELECTIONS                      |          51098 |                0 | FOR         |                                    51098 | FOR                         |  |
| TECHNOLOGIES, INC.   |  |  |  |  |  |  |  |  |  |  |
| L3HARRIS             | 502431109 | 4/18/2025      | Election of Director FOR a term Expiring at the 2026 Annual Meeting<br>of Shareholders: Roger B. Fradin                                                                                                                                      | DIRECTOR ELECTIONS                      |          51098 |                0 | FOR         |                                    51098 | FOR                         |  |
| TECHNOLOGIES, INC.   |  |  |  |  |  |  |  |  |  |  |
| L3HARRIS             | 502431109 | 4/18/2025      | Election of Director FOR a term Expiring at the 2026 Annual Meeting<br>of Shareholders: Joanna L. Geraghty                                                                                                                                   | DIRECTOR ELECTIONS                      |          51098 |                0 | FOR         |                                    51098 | FOR                         |  |
| TECHNOLOGIES, INC.   |  |  |  |  |  |  |  |  |  |  |
| L3HARRIS             | 502431109 | 4/18/2025      | Election of Director FOR a term Expiring at the 2026 Annual Meeting<br>of Shareholders: Kirk S. Hachigian                                                                                                                                    | DIRECTOR ELECTIONS                      |          51098 |                0 | FOR         |                                    51098 | FOR                         |  |
| TECHNOLOGIES, INC.   |  |  |  |  |  |  |  |  |  |  |
| L3HARRIS             | 502431109 | 4/18/2025      | Election of Director FOR a term Expiring at the 2026 Annual Meeting<br>of Shareholders: Harry B. Harris, Jr.                                                                                                                                 | DIRECTOR ELECTIONS                      |          51098 |                0 | FOR         |                                    51098 | FOR                         |  |
| TECHNOLOGIES, INC.   |  |  |  |  |  |  |  |  |  |  |
| L3HARRIS             | 502431109 | 4/18/2025      | Election of Director FOR a term Expiring at the 2026 Annual Meeting<br>of Shareholders: Lewis Hay III                                                                                                                                        | DIRECTOR ELECTIONS                      |          51098 |                0 | FOR         |                                    51098 | FOR                         |  |
| TECHNOLOGIES, INC.   |  |  |  |  |  |  |  |  |  |  |
| L3HARRIS             | 502431109 | 4/18/2025      | Election of Director FOR a term Expiring at the 2026 Annual Meeting<br>of Shareholders: Christopher E. Kubasik                                                                                                                               | DIRECTOR ELECTIONS                      |          51098 |                0 | FOR         |                                    51098 | FOR                         |  |
| TECHNOLOGIES, INC.   |  |  |  |  |  |  |  |  |  |  |
| L3HARRIS             | 502431109 | 4/18/2025      | Election of Director FOR a term Expiring at the 2026 Annual Meeting<br>of Shareholders: Rita S. Lane                                                                                                                                         | DIRECTOR ELECTIONS                      |          51098 |                0 | FOR         |                                    51098 | FOR                         |  |
| TECHNOLOGIES, INC.   |  |  |  |  |  |  |  |  |  |  |
| L3HARRIS             | 502431109 | 4/18/2025      | Election of Director FOR a term Expiring at the 2026 Annual Meeting<br>of Shareholders: Robert B. Millard                                                                                                                                    | DIRECTOR ELECTIONS                      |          51098 |                0 | FOR         |                                    51098 | FOR                         |  |
| TECHNOLOGIES, INC.   |  |  |  |  |  |  |  |  |  |  |
| L3HARRIS             | 502431109 | 4/18/2025      | Election of Director FOR a term Expiring at the 2026 Annual Meeting<br>of Shareholders: David S. Regnery                                                                                                                                     | DIRECTOR ELECTIONS                      |          51098 |                0 | FOR         |                                    51098 | FOR                         |  |
| TECHNOLOGIES, INC.   |  |  |  |  |  |  |  |  |  |  |
| L3HARRIS             | 502431109 | 4/18/2025      | Election of Director FOR a term Expiring at the 2026 Annual Meeting<br>of Shareholders: Edward A. Rice, Jr.                                                                                                                                  | DIRECTOR ELECTIONS                      |          51098 |                0 | FOR         |                                    51098 | FOR                         |  |
| TECHNOLOGIES, INC.   |  |  |  |  |  |  |  |  |  |  |
| L3HARRIS             | 502431109 | 4/18/2025      | Election of Director FOR a term Expiring at the 2026 Annual Meeting<br>of Shareholders: Christina L. Zamarro                                                                                                                                 | DIRECTOR ELECTIONS                      |          51098 |                0 | FOR         |                                    51098 | FOR                         |  |
| TECHNOLOGIES, INC.   |  |  |  |  |  |  |  |  |  |  |
| L3HARRIS             | 502431109 | 4/18/2025      | Approval, in an Advisory Vote, of the Compensation of Named<br>Executive Officers as Disclosed in the Proxy Statement.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES            |          51098 |                0 | FOR         |                                    51098 | FOR                         |  |
| TECHNOLOGIES, INC.   |  |  |  |  |  |  |  |  |  |  |
| L3HARRIS             | 502431109 | 4/18/2025      | Ratification of Appointment of Ernst  Young LLP as Independent<br>Registered Public Accounting Firm FOR Fiscal Year 2025.                                                                                                                    | AUDIT-RELATED                           |          51098 |                0 | FOR         |                                    51098 | FOR                         |  |
| TECHNOLOGIES, INC.   |  |  |  |  |  |  |  |  |  |  |
| L3HARRIS             | 502431109 | 4/18/2025      | Shareholder Proposal titled "Transparency in Lobbying".                                                                                                                                                                                      | OTHER SOCIAL ISSUES                     |          51098 |                0 | AGAINST     |                                    51098 | FOR                         |  |
| TECHNOLOGIES, INC.   |  |  |  |  |  |  |  |  |  |  |
| LAM RESEARCH         | 512807108 | 11/5/2024      | Election of Director: Sohail U. Ahmed                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |           8244 |                0 | FOR         |                                     8244 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| LAM RESEARCH         | 512807108 | 11/5/2024      | Election of Director: Timothy M. Archer                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |           8244 |                0 | FOR         |                                     8244 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| LAM RESEARCH         | 512807108 | 11/5/2024      | Election of Director: Eric K. Brandt                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |           8244 |                0 | FOR         |                                     8244 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| LAM RESEARCH         | 512807108 | 11/5/2024      | Election of Director: Ita M. Brennan                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |           8244 |                0 | FOR         |                                     8244 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| LAM RESEARCH         | 512807108 | 11/5/2024      | Election of Director: Michael R. Cannon                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |           8244 |                0 | FOR         |                                     8244 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| LAM RESEARCH         | 512807108 | 11/5/2024      | Election of Director: John M. Dineen                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |           8244 |                0 | FOR         |                                     8244 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| LAM RESEARCH         | 512807108 | 11/5/2024      | Election of Director: Mark Fields                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |           8244 |                0 | FOR         |                                     8244 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| LAM RESEARCH         | 512807108 | 11/5/2024      | Election of Director: Ho Kyu Kang                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |           8244 |                0 | FOR         |                                     8244 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| LAM RESEARCH         | 512807108 | 11/5/2024      | Election of Director: Bethany J. Mayer                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |           8244 |                0 | FOR         |                                     8244 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| LAM RESEARCH         | 512807108 | 11/5/2024      | Election of Director: Jyoti K. Mehra                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |           8244 |                0 | FOR         |                                     8244 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| LAM RESEARCH         | 512807108 | 11/5/2024      | Election of Director: Abhijit Y. Talwalkar                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |           8244 |                0 | FOR         |                                     8244 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| LAM RESEARCH         | 512807108 | 11/5/2024      | Advisory vote to approve the compensation of the named<br>executive officers of Lam Research, or "Say on Pay."                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |           8244 |                0 | FOR         |                                     8244 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| LAM RESEARCH         | 512807108 | 11/5/2024      | Ratification of the appointment of the independent registered<br>public accounting firm FOR fiscal year 2025.                                                                                                                                | AUDIT-RELATED                           |           8244 |                0 | FOR         |                                     8244 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MARATHON PETROLEUM   | 56585A102 | 4/30/2025      | Election of Class II Director: Evan Bayh                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          20680 |                0 | FOR         |                                    20680 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MARATHON PETROLEUM   | 56585A102 | 4/30/2025      | Election of Class II Director: Jeffrey C. Campbell                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          20680 |                0 | AGAINST     |                                    20680 | AGAINST                     |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MARATHON PETROLEUM   | 56585A102 | 4/30/2025      | Election of Class II Director: Kimberly N. Ellison-Taylor                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          20680 |                0 | FOR         |                                    20680 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MARATHON PETROLEUM   | 56585A102 | 4/30/2025      | Election of Class II Director: Kim K.W. Rucker                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          20680 |                0 | FOR         |                                    20680 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MARATHON PETROLEUM   | 56585A102 | 4/30/2025      | Ratification of the appointment of PricewaterhouseCoopers LLP as<br>the company's independent auditor FOR 2025.                                                                                                                              | AUDIT-RELATED                           |          20680 |                0 | FOR         |                                    20680 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MARATHON PETROLEUM   | 56585A102 | 4/30/2025      | Approval, on an advisory basis, of the company's named executive<br>officer compensation.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES            |          20680 |                0 | FOR         |                                    20680 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MARATHON PETROLEUM   | 56585A102 | 4/30/2025      | Approval of an amendment to the company's Restated Certificate<br>of Incorporation to declassify the Board of Directors.                                                                                                                     | SHAREHOLDER RIGHTS AND DEFENSES         |          20680 |                0 | FOR         |                                    20680 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MARATHON PETROLEUM   | 56585A102 | 4/30/2025      | Approval of an amendment to the company's Restated Certificate<br>of Incorporation to eliminate supermajority provisions.                                                                                                                    | CORPORATE GOVERNANCE                    |          20680 |                0 | FOR         |                                    20680 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MARATHON PETROLEUM   | 56585A102 | 4/30/2025      | Shareholder proposal to support a simple majority vote.                                                                                                                                                                                      | CORPORATE GOVERNANCE                    |          20680 |                0 | AGAINST     |                                    20680 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD           | 57636Q104 | 6/24/2025      | Election of Director: Merit E. Janow                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          15853 |                0 | FOR         |                                    15853 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD           | 57636Q104 | 6/24/2025      | Election of Director: Candido Bracher                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          15853 |                0 | FOR         |                                    15853 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD           | 57636Q104 | 6/24/2025      | Election of Director: Richard K. Davis                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          15853 |                0 | FOR         |                                    15853 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD           | 57636Q104 | 6/24/2025      | Election of Director: Julius Genachowski                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          15853 |                0 | FOR         |                                    15853 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD           | 57636Q104 | 6/24/2025      | Election of Director: Choon Phong Goh                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          15853 |                0 | FOR         |                                    15853 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD           | 57636Q104 | 6/24/2025      | Election of Director: Oki Matsumoto                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          15853 |                0 | FOR         |                                    15853 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD           | 57636Q104 | 6/24/2025      | Election of Director: Michael Miebach                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          15853 |                0 | FOR         |                                    15853 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD           | 57636Q104 | 6/24/2025      | Election of Director: Youngme Moon                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          15853 |                0 | FOR         |                                    15853 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD           | 57636Q104 | 6/24/2025      | Election of Director: Rima Qureshi                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          15853 |                0 | FOR         |                                    15853 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD           | 57636Q104 | 6/24/2025      | Election of Director: Gabrielle Sulzberger                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          15853 |                0 | FOR         |                                    15853 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD           | 57636Q104 | 6/24/2025      | Election of Director: Harit Talwar                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          15853 |                0 | FOR         |                                    15853 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD           | 57636Q104 | 6/24/2025      | Election of Director: Lance Uggla                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          15853 |                0 | FOR         |                                    15853 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD           | 57636Q104 | 6/24/2025      | Advisory approval of Mastercard's executive compensation                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES            |          15853 |                0 | FOR         |                                    15853 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD           | 57636Q104 | 6/24/2025      | Ratification of the appointment of PricewaterhouseCoopers LLP as<br>the independent registered public accounting firm FOR Mastercard<br>FOR 2025                                                                                             | AUDIT-RELATED                           |          15853 |                0 | FOR         |                                    15853 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD           | 57636Q104 | 6/24/2025      | Approval of an amendment to Mastercard's Amended and<br>Restated Certificate of Incorporation to limit liability of officers as<br>permitted by Delaware law                                                                                 | CORPORATE GOVERNANCE                    |          15853 |                0 | FOR         |                                    15853 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD           | 57636Q104 | 6/24/2025      | Approval of an amendment to Mastercard's Amended and<br>Restated Certificate of Incorporation to remove the Industry<br>Director concept                                                                                                     | CORPORATE GOVERNANCE                    |          15853 |                0 | FOR         |                                    15853 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD           | 57636Q104 | 6/24/2025      | Approval of an amendment to Mastercard's Amended and<br>Restated Certificate of Incorporation to implement other<br>miscellaneous changes                                                                                                    | CORPORATE GOVERNANCE                    |          15853 |                0 | FOR         |                                    15853 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD           | 57636Q104 | 6/24/2025      | Consideration of a stockholder proposal requesting a racial equity<br>audit report                                                                                                                                                           | DIVERSITY, EQUITY, AND INCLUSION        |          15853 |                0 | AGAINST     |                                    15853 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD           | 57636Q104 | 6/24/2025      | Consideration of a stockholder proposal requesting a report on<br>affirmative action risks                                                                                                                                                   | OTHER SOCIAL ISSUES                     |          15853 |                0 | AGAINST     |                                    15853 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | Election of Director: 1. Peggy AlFORd                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          26780 |                0 | FOR         |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | Election of Director: 2. Marc L. Andreessen                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          26780 |                0 | FOR         |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | Election of Director: 3. John Arnold                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          26780 |                0 | FOR         |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | Election of Director: 4. Patrick Collison                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          26780 |                0 | FOR         |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | Election of Director: 5. John Elkann                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          26780 |                0 | FOR         |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | Election of Director: 6. Andrew W. Houston                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          26780 |                0 | FOR         |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | Election of Director: 7. Nancy Killefer                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          26780 |                0 | FOR         |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | Election of Director: 8. Robert M. Kimmitt                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          26780 |                0 | FOR         |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | Election of Director: 9. Dina Powell McCormick                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          26780 |                0 | FOR         |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | Election of Director: 10. Charles Songhurst                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          26780 |                0 | FOR         |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | Election of Director: 11. Hock E. Tan                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          26780 |                0 | FOR         |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | Election of Director: 12. Tracey T. Travis                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          26780 |                0 | FOR         |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | Election of Director: 13. Dana White                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          26780 |                0 | FOR         |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | Election of Director: 14. Tony Xu                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          26780 |                0 | FOR         |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | Election of Director: 15. Mark Zuckerberg                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          26780 |                0 | FOR         |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | To ratify the appointment of Ernst  Young LLP as Meta PlatFORms,<br>Inc.'s independent registered public accounting firm FOR the fiscal<br>year ending December 31, 2025.                                                                    | AUDIT-RELATED                           |          26780 |                0 | FOR         |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | To approve Meta PlatFORms, Inc.'s 2025 Equity Incentive Plan.                                                                                                                                                                                | COMPENSATION                            |          26780 |                0 | AGAINST     |                                    26780 | AGAINST                     |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | To approve, on a non-binding advisory basis, the compensation<br>program FOR Meta PlatFORms, Inc.'s named executive officers as<br>disclosed in Meta PlatFORms, Inc.'s proxy statement.                                                      | SECTION 14A SAY-ON-PAY VOTES            |          26780 |                0 | FOR         |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | To vote, on a non-binding advisory basis, whether a non-binding<br>advisory vote on the compensation program FOR Meta PlatFORms,<br>Inc.'s named executive officers should be held every one, two or<br>three years.                         | SECTION 14A SAY-ON-PAY VOTES            |          26780 |                0 | 3 YEARS     |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | A shareholder proposal regarding dual class capital structure.                                                                                                                                                                               | SHAREHOLDER RIGHTS AND DEFENSES         |          26780 |                0 | AGAINST     |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | A shareholder proposal regarding disclosure of voting results<br>based on class of shares.                                                                                                                                                   | CORPORATE GOVERNANCE                    |          26780 |                0 | AGAINST     |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | A shareholder proposal regarding report on hate targeting<br>marginalized communities.                                                                                                                                                       | OTHER SOCIAL ISSUES                     |          26780 |                0 | AGAINST     |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | A shareholder proposal regarding report on child safety impacts<br>and actual harm reduction to children.                                                                                                                                    | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          26780 |                0 | AGAINST     |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | A shareholder proposal regarding report on risks of deepfakes in<br>online child exploitation.                                                                                                                                               | OTHER SOCIAL ISSUES                     |          26780 |                0 | AGAINST     |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | A shareholder proposal regarding report on AI data usage<br>oversight.                                                                                                                                                                       | OTHER SOCIAL ISSUES                     |          26780 |                0 | AGAINST     |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | A shareholder proposal regarding GHG emissions reduction<br>actions.                                                                                                                                                                         | ENVIRONMENT OR CLIMATE                  |          26780 |                0 | AGAINST     |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | A shareholder proposal regarding Bitcoin treasury assessment.                                                                                                                                                                                | OTHER SOCIAL ISSUES                     |          26780 |                0 | AGAINST     |                                    26780 | FOR                         |  |
| META PLATFORMS, INC. | 30303M102 | 5/28/2025      | A shareholder proposal regarding report on data collection and<br>advertising practices.                                                                                                                                                     | OTHER SOCIAL ISSUES                     |          26780 |                0 | AGAINST     |                                    26780 | FOR                         |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Election of Director: Reid G. Hoffman                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          23215 |                0 | FOR         |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Election of Director: Hugh F. Johnston                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          23215 |                0 | FOR         |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Election of Director: Teri L. List                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          23215 |                0 | FOR         |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Election of Director: Catherine MacGregor                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          23215 |                0 | FOR         |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Election of Director: Mark A. L. Mason                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          23215 |                0 | FOR         |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Election of Director: Satya Nadella                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          23215 |                0 | FOR         |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Election of Director: Sandra E. Peterson                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          23215 |                0 | FOR         |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Election of Director: Penny S. Pritzker                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          23215 |                0 | FOR         |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Election of Director: Carlos A. Rodriguez                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          23215 |                0 | FOR         |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Election of Director: Charles W. Scharf                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          23215 |                0 | FOR         |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Election of Director: John W. Stanton                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          23215 |                0 | FOR         |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Election of Director: Emma N. Walmsley                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          23215 |                0 | FOR         |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation<br>("say-on-pay vote").                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES            |          23215 |                0 | FOR         |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Ratification of the Selection of Deloitte  Touche LLP as our<br>Independent Auditor FOR Fiscal Year 2025.                                                                                                                                    | AUDIT-RELATED                           |          23215 |                0 | FOR         |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Report on Risks of Weapons Development.                                                                                                                                                                                                      | OTHER SOCIAL ISSUES                     |          23215 |                0 | AGAINST     |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Assessment of Investing in Bitcoin.                                                                                                                                                                                                          | OTHER SOCIAL ISSUES                     |          23215 |                0 | AGAINST     |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Report on Data Operations in Human Rights Hotspots.                                                                                                                                                                                          | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          23215 |                0 | AGAINST     |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Report on Artificial Intelligence and Machine Learning Tools FOR Oil<br>and Gas Development and Production.                                                                                                                                  | OTHER SOCIAL ISSUES                     |          23215 |                0 | AGAINST     |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Report on AI MisinFORmation and DisinFORmation.                                                                                                                                                                                              | OTHER SOCIAL ISSUES                     |          23215 |                0 | AGAINST     |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT            | 594918104 | 12/10/2024     | Report on AI Data Sourcing Accountability.                                                                                                                                                                                                   | OTHER SOCIAL ISSUES                     |          23215 |                0 | AGAINST     |                                    23215 | FOR                         |  |
| CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| NVENT ELECTRIC PLC   | G6700G107 | 5/16/2025      | Election of Director: Sherry A. Aaholm                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          64000 |                0 | FOR         |                                    64000 | FOR                         |  |
| NVENT ELECTRIC PLC   | G6700G107 | 5/16/2025      | Election of Director: Jerry W. Burris                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          64000 |                0 | FOR         |                                    64000 | FOR                         |  |
| NVENT ELECTRIC PLC   | G6700G107 | 5/16/2025      | Election of Director: Susan M. Cameron                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          64000 |                0 | FOR         |                                    64000 | FOR                         |  |
| NVENT ELECTRIC PLC   | G6700G107 | 5/16/2025      | Election of Director: Michael L. Ducker                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          64000 |                0 | FOR         |                                    64000 | FOR                         |  |
| NVENT ELECTRIC PLC   | G6700G107 | 5/16/2025      | Election of Director: Danita K. Ostling                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          64000 |                0 | FOR         |                                    64000 | FOR                         |  |
| NVENT ELECTRIC PLC   | G6700G107 | 5/16/2025      | Election of Director: Nicola Palmer                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          64000 |                0 | FOR         |                                    64000 | FOR                         |  |
| NVENT ELECTRIC PLC   | G6700G107 | 5/16/2025      | Election of Director: Herbert K. Parker                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          64000 |                0 | FOR         |                                    64000 | FOR                         |  |
| NVENT ELECTRIC PLC   | G6700G107 | 5/16/2025      | Election of Director: Greg Scheu                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |          64000 |                0 | FOR         |                                    64000 | FOR                         |  |
| NVENT ELECTRIC PLC   | G6700G107 | 5/16/2025      | Election of Director: Beth A. Wozniak                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          64000 |                0 | FOR         |                                    64000 | FOR                         |  |
| NVENT ELECTRIC PLC   | G6700G107 | 5/16/2025      | Approve, by Non-Binding Advisory Vote, the Compensation of the<br>Named Executive Officers                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |          64000 |                0 | FOR         |                                    64000 | FOR                         |  |
| NVENT ELECTRIC PLC   | G6700G107 | 5/16/2025      | Recommend, by Non-Binding Advisory Vote, the Frequency of<br>Advisory Votes on the Compensation of Named Executive Officers                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES            |          64000 |                0 | 1 YEAR      |                                    64000 | FOR                         |  |
| NVENT ELECTRIC PLC   | G6700G107 | 5/16/2025      | Ratify, by Non-Binding Advisory Vote, the Appointment of Deloitte<br>Touche LLP as the Independent Auditor and Authorize, by<br>Binding Vote, the Audit and Finance Committee of the Board of<br>Directors to Set the Auditor's Remuneration | AUDIT-RELATED                           |          64000 |                0 | FOR         |                                    64000 | FOR                         |  |
| NVENT ELECTRIC PLC   | G6700G107 | 5/16/2025      | Authorize the Board of Directors to Allot and Issue New Shares<br>under Irish Law                                                                                                                                                            | CAPITAL STRUCTURE                       |          64000 |                0 | FOR         |                                    64000 | FOR                         |  |
| NVENT ELECTRIC PLC   | G6700G107 | 5/16/2025      | Authorize the Board of Directors to Opt Out of Statutory<br>Preemption Rights under Irish Law                                                                                                                                                | CAPITAL STRUCTURE                       |          64000 |                0 | FOR         |                                    64000 | FOR                         |  |
| NVENT ELECTRIC PLC   | G6700G107 | 5/16/2025      | Authorize the Price Range at which nVent Electric plc Can Re-allot<br>Shares it Holds as Treasury Shares under Irish Law                                                                                                                     | CAPITAL STRUCTURE                       |          64000 |                0 | FOR         |                                    64000 | FOR                         |  |
| NVIDIA CORPORATION   | 67066G104 | 6/25/2025      | Election of Director: Robert K. Burgess                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |         139500 |                0 | FOR         |                                   139500 | FOR                         |  |
| NVIDIA CORPORATION   | 67066G104 | 6/25/2025      | Election of Director: Tench Coxe                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |         139500 |                0 | FOR         |                                   139500 | FOR                         |  |
| NVIDIA CORPORATION   | 67066G104 | 6/25/2025      | Election of Director: John O. Dabiri                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |         139500 |                0 | FOR         |                                   139500 | FOR                         |  |
| NVIDIA CORPORATION   | 67066G104 | 6/25/2025      | Election of Director: Persis S. Drell                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |         139500 |                0 | FOR         |                                   139500 | FOR                         |  |
| NVIDIA CORPORATION   | 67066G104 | 6/25/2025      | Election of Director: Jen-Hsun Huang                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |         139500 |                0 | FOR         |                                   139500 | FOR                         |  |
| NVIDIA CORPORATION   | 67066G104 | 6/25/2025      | Election of Director: Dawn Hudson                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |         139500 |                0 | FOR         |                                   139500 | FOR                         |  |
| NVIDIA CORPORATION   | 67066G104 | 6/25/2025      | Election of Director: Harvey C. Jones                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |         139500 |                0 | FOR         |                                   139500 | FOR                         |  |
| NVIDIA CORPORATION   | 67066G104 | 6/25/2025      | Election of Director: Melissa B. Lora                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |         139500 |                0 | FOR         |                                   139500 | FOR                         |  |
| NVIDIA CORPORATION   | 67066G104 | 6/25/2025      | Election of Director: Stephen C. Neal                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |         139500 |                0 | FOR         |                                   139500 | FOR                         |  |
| NVIDIA CORPORATION   | 67066G104 | 6/25/2025      | Election of Director: Ellen Ochoa                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |         139500 |                0 | FOR         |                                   139500 | FOR                         |  |
| NVIDIA CORPORATION   | 67066G104 | 6/25/2025      | Election of Director: A. Brooke Seawell                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |         139500 |                0 | FOR         |                                   139500 | FOR                         |  |
| NVIDIA CORPORATION   | 67066G104 | 6/25/2025      | Election of Director: Aarti Shah                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |         139500 |                0 | FOR         |                                   139500 | FOR                         |  |
| NVIDIA CORPORATION   | 67066G104 | 6/25/2025      | Election of Director: Mark A. Stevens                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |         139500 |                0 | FOR         |                                   139500 | FOR                         |  |
| NVIDIA CORPORATION   | 67066G104 | 6/25/2025      | Advisory approval of our executive compensation.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES            |         139500 |                0 | FOR         |                                   139500 | FOR                         |  |
| NVIDIA CORPORATION   | 67066G104 | 6/25/2025      | Ratification of the selection of PricewaterhouseCoopers LLP as<br>our independent registered public accounting firm FOR fiscal year<br>2026.                                                                                                 | AUDIT-RELATED                           |         139500 |                0 | FOR         |                                   139500 | FOR                         |  |
| NVIDIA CORPORATION   | 67066G104 | 6/25/2025      | Approval of an Amended and Restated Certificate of Incorporation<br>to remove all supermajority provisions.                                                                                                                                  | CORPORATE GOVERNANCE                    |         139500 |                0 | FOR         |                                   139500 | FOR                         |  |
| NVIDIA CORPORATION   | 67066G104 | 6/25/2025      | Approval of a stockholder proposal to eliminate the holding period<br>requirement to call a special stockholder meeting.                                                                                                                     | CORPORATE GOVERNANCE                    |         139500 |                0 | AGAINST     |                                   139500 | FOR                         |  |
| NVIDIA CORPORATION   | 67066G104 | 6/25/2025      | Approval of a stockholder proposal to adopt a new director election<br>resignation governance policy.                                                                                                                                        | CORPORATE GOVERNANCE                    |         139500 |                0 | AGAINST     |                                   139500 | FOR                         |  |
| NVIDIA CORPORATION   | 67066G104 | 6/25/2025      | Approval of a stockholder proposal to modify existing reporting on<br>workFORce data.                                                                                                                                                        | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |         139500 |                0 | AGAINST     |                                   139500 | FOR                         |  |
| THE HOME DEPOT, INC. | 437076102 | 5/22/2025      | Election of Director: Gerard J. Arpey                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          10900 |                0 | FOR         |                                    10900 | FOR                         |  |
| THE HOME DEPOT, INC. | 437076102 | 5/22/2025      | Election of Director: Ari Bousbib                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          10900 |                0 | FOR         |                                    10900 | FOR                         |  |
| THE HOME DEPOT, INC. | 437076102 | 5/22/2025      | Election of Director: Jeffery H. Boyd                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          10900 |                0 | FOR         |                                    10900 | FOR                         |  |
| THE HOME DEPOT, INC. | 437076102 | 5/22/2025      | Election of Director: Gregory D. Brenneman                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          10900 |                0 | FOR         |                                    10900 | FOR                         |  |
| THE HOME DEPOT, INC. | 437076102 | 5/22/2025      | Election of Director: J. Frank Brown                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          10900 |                0 | FOR         |                                    10900 | FOR                         |  |
| THE HOME DEPOT, INC. | 437076102 | 5/22/2025      | Election of Director: Edward P. Decker                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          10900 |                0 | FOR         |                                    10900 | FOR                         |  |
| THE HOME DEPOT, INC. | 437076102 | 5/22/2025      | Election of Director: Wayne M. Hewett                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          10900 |                0 | FOR         |                                    10900 | FOR                         |  |
| THE HOME DEPOT, INC. | 437076102 | 5/22/2025      | Election of Director: Manuel Kadre                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          10900 |                0 | FOR         |                                    10900 | FOR                         |  |
| THE HOME DEPOT, INC. | 437076102 | 5/22/2025      | Election of Director: Stephanie C. Linnartz                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          10900 |                0 | FOR         |                                    10900 | FOR                         |  |
| THE HOME DEPOT, INC. | 437076102 | 5/22/2025      | Election of Director: Paula A. Santilli                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          10900 |                0 | FOR         |                                    10900 | FOR                         |  |
| THE HOME DEPOT, INC. | 437076102 | 5/22/2025      | Election of Director: Caryn Seidman-Becker                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          10900 |                0 | FOR         |                                    10900 | FOR                         |  |
| THE HOME DEPOT, INC. | 437076102 | 5/22/2025      | Election of Director: Asha Sharma                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          10900 |                0 | FOR         |                                    10900 | FOR                         |  |
| THE HOME DEPOT, INC. | 437076102 | 5/22/2025      | Ratification of the Appointment of KPMG LLP                                                                                                                                                                                                  | AUDIT-RELATED                           |          10900 |                0 | FOR         |                                    10900 | FOR                         |  |
| THE HOME DEPOT, INC. | 437076102 | 5/22/2025      | Advisory Vote to Approve Executive Compensation ("Say-on-Pay")                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |          10900 |                0 | FOR         |                                    10900 | FOR                         |  |
| THE HOME DEPOT, INC. | 437076102 | 5/22/2025      | Shareholder Proposal Regarding Independent Board Chair                                                                                                                                                                                       | CORPORATE GOVERNANCE                    |          10900 |                0 | AGAINST     |                                    10900 | FOR                         |  |
| THE HOME DEPOT, INC. | 437076102 | 5/22/2025      | Shareholder Proposal Regarding Biodiversity Impact and<br>Dependency Assessment                                                                                                                                                              | ENVIRONMENT OR CLIMATE                  |          10900 |                0 | AGAINST     |                                    10900 | FOR                         |  |
| THE HOME DEPOT, INC. | 437076102 | 5/22/2025      | Shareholder Proposal Regarding Report on Packaging Policies FOR<br>Plastics                                                                                                                                                                  | ENVIRONMENT OR CLIMATE                  |          10900 |                0 | AGAINST     |                                    10900 | FOR                         |  |
| THERMO FISHER        | 883556102 | 5/21/2025      | Election of Director: Marc N. Casper                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          13325 |                0 | FOR         |                                    13325 | FOR                         |  |
| SCIENTIFIC INC.      |  |  |  |  |  |  |  |  |  |  |
| THERMO FISHER        | 883556102 | 5/21/2025      | Election of Director: Nelson J. Chai                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          13325 |                0 | FOR         |                                    13325 | FOR                         |  |
| SCIENTIFIC INC.      |  |  |  |  |  |  |  |  |  |  |
| THERMO FISHER        | 883556102 | 5/21/2025      | Election of Director: Ruby R. Chandy                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          13325 |                0 | FOR         |                                    13325 | FOR                         |  |
| SCIENTIFIC INC.      |  |  |  |  |  |  |  |  |  |  |
| THERMO FISHER        | 883556102 | 5/21/2025      | Election of Director: C. Martin Harris                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          13325 |                0 | FOR         |                                    13325 | FOR                         |  |
| SCIENTIFIC INC.      |  |  |  |  |  |  |  |  |  |  |
| THERMO FISHER        | 883556102 | 5/21/2025      | Election of Director: Tyler Jacks                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          13325 |                0 | FOR         |                                    13325 | FOR                         |  |
| SCIENTIFIC INC.      |  |  |  |  |  |  |  |  |  |  |
| THERMO FISHER        | 883556102 | 5/21/2025      | Election of Director: Jennifer M. Johnson                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          13325 |                0 | FOR         |                                    13325 | FOR                         |  |
| SCIENTIFIC INC.      |  |  |  |  |  |  |  |  |  |  |
| THERMO FISHER        | 883556102 | 5/21/2025      | Election of Director: R. Alexandra Keith                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          13325 |                0 | FOR         |                                    13325 | FOR                         |  |
| SCIENTIFIC INC.      |  |  |  |  |  |  |  |  |  |  |
| THERMO FISHER        | 883556102 | 5/21/2025      | Election of Director: Karen S. Lynch                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          13325 |                0 | FOR         |                                    13325 | FOR                         |  |
| SCIENTIFIC INC.      |  |  |  |  |  |  |  |  |  |  |
| THERMO FISHER        | 883556102 | 5/21/2025      | Election of Director: James C. Mullen                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          13325 |                0 | FOR         |                                    13325 | FOR                         |  |
| SCIENTIFIC INC.      |  |  |  |  |  |  |  |  |  |  |
| THERMO FISHER        | 883556102 | 5/21/2025      | Election of Director: Debora L. Spar                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          13325 |                0 | FOR         |                                    13325 | FOR                         |  |
| SCIENTIFIC INC.      |  |  |  |  |  |  |  |  |  |  |
| THERMO FISHER        | 883556102 | 5/21/2025      | Election of Director: Scott M. Sperling                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          13325 |                0 | FOR         |                                    13325 | FOR                         |  |
| SCIENTIFIC INC.      |  |  |  |  |  |  |  |  |  |  |
| THERMO FISHER        | 883556102 | 5/21/2025      | Election of Director: Dion J. Weisler                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          13325 |                0 | FOR         |                                    13325 | FOR                         |  |
| SCIENTIFIC INC.      |  |  |  |  |  |  |  |  |  |  |
| THERMO FISHER        | 883556102 | 5/21/2025      | An advisory vote to approve named executive officer<br>compensation.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES            |          13325 |                0 | FOR         |                                    13325 | FOR                         |  |
| SCIENTIFIC INC.      |  |  |  |  |  |  |  |  |  |  |
| THERMO FISHER        | 883556102 | 5/21/2025      | Ratification of the Audit Committee's selection of<br>PricewaterhouseCoopers LLP as the Company's independent<br>auditors FOR 2025.                                                                                                          | AUDIT-RELATED                           |          13325 |                0 | FOR         |                                    13325 | FOR                         |  |
| SCIENTIFIC INC.      |  |  |  |  |  |  |  |  |  |  |
| THERMO FISHER        | 883556102 | 5/21/2025      | Shareholder Proposal.                                                                                                                                                                                                                        | CORPORATE GOVERNANCE                    |          13325 |                0 | AGAINST     |                                    13325 | FOR                         |  |
| SCIENTIFIC INC.      |  |  |  |  |  |  |  |  |  |  |
| UNITEDHEALTH GROUP   | 91324P102 | 6/2/2025       | Election of Director: Charles Baker                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |           5830 |                0 | FOR         |                                     5830 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| UNITEDHEALTH GROUP   | 91324P102 | 6/2/2025       | Election of Director: Timothy Flynn                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |           5830 |                0 | FOR         |                                     5830 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| UNITEDHEALTH GROUP   | 91324P102 | 6/2/2025       | Election of Director: Paul Garcia                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |           5830 |                0 | FOR         |                                     5830 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| UNITEDHEALTH GROUP   | 91324P102 | 6/2/2025       | Election of Director: Kristen Gil                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |           5830 |                0 | FOR         |                                     5830 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| UNITEDHEALTH GROUP   | 91324P102 | 6/2/2025       | Election of Director: Stephen Hemsley                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |           5830 |                0 | FOR         |                                     5830 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| UNITEDHEALTH GROUP   | 91324P102 | 6/2/2025       | Election of Director: Michele Hooper                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |           5830 |                0 | FOR         |                                     5830 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| UNITEDHEALTH GROUP   | 91324P102 | 6/2/2025       | Election of Director: F. William McNabb III                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |           5830 |                0 | FOR         |                                     5830 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| UNITEDHEALTH GROUP   | 91324P102 | 6/2/2025       | Election of Director: Valerie Montgomery Rice, M.D.                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |           5830 |                0 | FOR         |                                     5830 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| UNITEDHEALTH GROUP   | 91324P102 | 6/2/2025       | Election of Director: John Noseworthy, M.D.                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |           5830 |                0 | FOR         |                                     5830 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| UNITEDHEALTH GROUP   | 91324P102 | 6/2/2025       | Election of Director: Andrew Witty                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |           5830 |                0 | FOR         |                                     5830 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| UNITEDHEALTH GROUP   | 91324P102 | 6/2/2025       | Advisory approval of the Company's executive compensation.                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |           5830 |                0 | FOR         |                                     5830 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| UNITEDHEALTH GROUP   | 91324P102 | 6/2/2025       | Ratification of the appointment of Deloitte  Touche LLP as the<br>independent registered public accounting firm FOR the Company FOR<br>the year ending December 31, 2025.                                                                    | AUDIT-RELATED                           |           5830 |                0 | FOR         |                                     5830 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| UNITEDHEALTH GROUP   | 91324P102 | 6/2/2025       | If properly presented at the 2025 Annual Meeting of Shareholders,<br>the shareholder proposal requesting a shareholder vote regarding<br>excessive golden parachutes.                                                                        | COMPENSATION                            |           5830 |                0 | AGAINST     |                                     5830 | FOR                         |  |
| INCORPORATED         |  |  |  |  |  |  |  |  |  |  |
| VISA INC.            | 92826C839 | 1/28/2025      | Election of Director: Lloyd A. Carney                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          33616 |                0 | FOR         |                                    33616 | FOR                         |  |
| VISA INC.            | 92826C839 | 1/28/2025      | Election of Director: Kermit R. CrawFORd                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          33616 |                0 | FOR         |                                    33616 | FOR                         |  |
| VISA INC.            | 92826C839 | 1/28/2025      | Election of Director: Francisco Javier Fernández-Carbajal                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          33616 |                0 | FOR         |                                    33616 | FOR                         |  |
| VISA INC.            | 92826C839 | 1/28/2025      | Election of Director: Ramon Laguarta                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          33616 |                0 | FOR         |                                    33616 | FOR                         |  |
| VISA INC.            | 92826C839 | 1/28/2025      | Election of Director: Teri L. List                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          33616 |                0 | FOR         |                                    33616 | FOR                         |  |
| VISA INC.            | 92826C839 | 1/28/2025      | Election of Director: John F. Lundgren                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          33616 |                0 | FOR         |                                    33616 | FOR                         |  |
| VISA INC.            | 92826C839 | 1/28/2025      | Election of Director: Ryan McInerney                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          33616 |                0 | FOR         |                                    33616 | FOR                         |  |
| VISA INC.            | 92826C839 | 1/28/2025      | Election of Director: Denise M. Morrison                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          33616 |                0 | FOR         |                                    33616 | FOR                         |  |
| VISA INC.            | 92826C839 | 1/28/2025      | Election of Director: Pamela Murphy                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          33616 |                0 | FOR         |                                    33616 | FOR                         |  |
| VISA INC.            | 92826C839 | 1/28/2025      | Election of Director: Linda J. Rendle                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          33616 |                0 | FOR         |                                    33616 | FOR                         |  |
| VISA INC.            | 92826C839 | 1/28/2025      | Election of Director: Maynard G. Webb, Jr.                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          33616 |                0 | FOR         |                                    33616 | FOR                         |  |
| VISA INC.            | 92826C839 | 1/28/2025      | To approve, on an advisory basis, the compensation paid to our<br>named executive officers.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES            |          33616 |                0 | FOR         |                                    33616 | FOR                         |  |
| VISA INC.            | 92826C839 | 1/28/2025      | To ratify the appointment of KPMG LLP as our independent<br>registered public accounting firm FOR fiscal year 2025.                                                                                                                          | AUDIT-RELATED                           |          33616 |                0 | FOR         |                                    33616 | FOR                         |  |
| VISA INC.            | 92826C839 | 1/28/2025      | Shareholder proposal on gender-based compensation gaps and<br>associated risks.                                                                                                                                                              | OTHER SOCIAL ISSUES                     |          33616 |                0 | AGAINST     |                                    33616 | FOR                         |  |
| VISA INC.            | 92826C839 | 1/28/2025      | Shareholder proposal requesting a report on policy on merchant<br>category codes.                                                                                                                                                            | OTHER SOCIAL ISSUES                     |          33616 |                0 | AGAINST     |                                    33616 | FOR                         |  |
| VISA INC.            | 92826C839 | 1/28/2025      | Shareholder proposal requesting adoption of a new director<br>election resignation governance guideline.                                                                                                                                     | CORPORATE GOVERNANCE                    |          33616 |                0 | AGAINST     |                                    33616 | FOR                         |  |
| VISA INC.            | 92826C839 | 1/28/2025      | Shareholder proposal on transparency in lobbying.                                                                                                                                                                                            | OTHER SOCIAL ISSUES                     |          33616 |                0 | AGAINST     |                                    33616 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Forum Funds

**By (Signature):** Zac Tackett

**By (Printed Signature):** Zac Tackett

**By (Title):** President

**Date:** 08/07/2025