# EDGAR Filing Document

**Accession Number:** 0001903273
**File Stem:** 0001062993-25-013987
**Filing Date:** 2025-8
**Character Count:** 44398
**Document Hash:** 01efb12c54651e46aeba171fc0f9dce4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001062993-25-013987.hdr.sgml**: 20250808

**ACCESSION NUMBER**: 0001062993-25-013987

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250808

**EFFECTIVENESS DATE**: 20250808

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ShankerValleau Wealth Advisors, Inc.
- **CENTRAL INDEX KEY:** 0001903273

**ORGANIZATION NAME:**
- **EIN:** 363837268
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21511
- **FILM NUMBER:** 251199147

**BUSINESS ADDRESS:**
- **STREET 1:** 5215 OLD ORCHARD ROAD
- **STREET 2:** SUITE 850
- **CITY:** SKOKIE
- **STATE:** IL
- **ZIP:** 60077
- **BUSINESS PHONE:** 847-475-2900

**MAIL ADDRESS:**
- **STREET 1:** 5215 OLD ORCHARD ROAD
- **STREET 2:** SUITE 850
- **CITY:** SKOKIE
- **STATE:** IL
- **ZIP:** 60077

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

## N-PX: Filer Information

**Filer CIK:** 0001903273

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

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

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** ShankerValleau Wealth Advisors, Inc.

**Address:** 5215 OLD ORCHARD ROAD, SKOKIE, IL 60077

**Telephone number:** 847-475-2900

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-21511

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

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

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

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

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                        | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                  | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| 3M Company                            | 88579Y    | 05/12/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            651 |                0 | FOR         |                                      651 | FOR                         |  |
| AbbVie Inc.                           | 00287Y    | 05/09/2025     | Say on Pay - An advisory vote on the approval of executive compensation                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            331 |                0 | FOR         |                                      331 | FOR                         |  |
| Abbott Laboratories                   | 500648100 | 04/24/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            317 |                0 | FOR         |                                      317 | FOR                         |  |
| Accenture                             | G1151C101 | 02/05/2025     | To approve, in a non-binding vote, the compensation of our named executive officers.                                                                                              | SECTION 14A SAY-ON-PAY VOTES |             40 |                0 | FOR         |                                       40 | FOR                         |  |
| Adobe, Inc.                           | 00724F101 | 04/21/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |             20 |                0 | FOR         |                                       20 | FOR                         |  |
| Altria Group, Inc                     | 02209S103 | 05/14/2025     | Approval of the 2025 Performance Incentive Plan                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            728 |                0 | FOR         |                                      728 | FOR                         |  |
| Altria Group, Inc                     | 02209S103 | 05/14/2025     | Approval of the 2025 Stock Compensation Plan for Non-Employee Directors                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            728 |                0 | FOR         |                                      728 | FOR                         |  |
| Altria Group, Inc                     | 02209S103 | 05/14/2025     | Non-Binding Advisory Vote to Approve the Compensation of Altria's Named Executive Officer                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            728 |                0 | FOR         |                                      728 | FOR                         |  |
| Amazon.com, Inc.                      | 023135    | 05/20/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           2652 |                0 | FOR         |                                     2652 | FOR                         |  |
| American Electric Power Company, Inc. | 025537101 | 04/29/2025     | Advisory approval of the Company's executive compensation.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            132 |                0 | FOR         |                                      132 | FOR                         |  |
| Amgen Inc.                            | 031162    | 05/22/2025     | Advisory vote to approve our executive compensation.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| Apple Inc.                            | 037833100 | 02/24/2025     | Advisory vote to approve executive compensation                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          11110 |                0 | FOR         |                                    11110 | FOR                         |  |
| Arista Networks, Inc.                 | 040413106 | 05/29/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                              | SECTION 14A SAY-ON-PAY VOTES |             16 |                0 | FOR         |                                       16 | FOR                         |  |
| Avanos Medical, Inc                   | 05350V106 | 04/22/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             67 |                0 | FOR         |                                       67 | FOR                         |  |
| Baxter International Inc.             | 071813109 | 05/06/2025     | Advisory Vote to Approve Named Executive Officer Compensation for 2024                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           1173 |                0 | FOR         |                                     1173 | FOR                         |  |
| Berkshire Hathaway Inc.               | 084670702 | 05/03/2025     | Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio.                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            280 |                0 | AGAINST     |                                      280 | FOR                         |  |
| Bristol-Myers Squibb Company          | 110122    | 05/07/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            828 |                0 | FOR         |                                      828 | FOR                         |  |
| Broadcom Inc.                         | 11135F101 | 04/20/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             30 |                0 | FOR         |                                       30 | FOR                         |  |
| CSX Corporation                       | 126408    | 05/07/2025     | Advisory (non-binding) resolution to approve compensation for the Company's named executive officers.                                                                             | SECTION 14A SAY-ON-PAY VOTES |           1200 |                0 | FOR         |                                     1200 | FOR                         |  |
| Canadian Imoerial Bank of Commerce    | 136069101 | 04/01/2025     | Advisory resolution regarding our executive compensation approach                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            166 |                0 | FOR         |                                      166 | FOR                         |  |
| Chevron Corporation                   | 166764100 | 05/27/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            364 |                0 | FOR         |                                      364 | FOR                         |  |
| Chipotle Mexican Grill, Inc.          | 169656105 | 06/11/2025     | An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ('say on pay').                                                        | SECTION 14A SAY-ON-PAY VOTES |           2550 |                0 | FOR         |                                     2550 | FOR                         |  |
| Cintas Corporation                    | 172908105 | 10/28/2024     | To approve the Cintas Corporation 2016 Amended and Reinstated Equity and incentive Compensation Plan                                                                              | SECTION 14A SAY-ON-PAY VOTES |             80 |                0 | FOR         |                                       80 | FOR                         |  |
| Cintas Corporation                    | 172908105 | 10/28/2024     | To approve, on an advisory and non-binding basis, named executive officer compensation.                                                                                           | SECTION 14A SAY-ON-PAY VOTES |             80 |                0 | FOR         |                                       80 | FOR                         |  |
| Cisco Systems                         | 17275R102 | 12/08/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            112 |                0 | FOR         |                                      112 | FOR                         |  |
| Comcast Corporation                   | 20030N101 | 06/18/2025     | Advisory vote on executive compensation                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            308 |                0 | FOR         |                                      308 | FOR                         |  |
| Comcast Corporation                   | 20030N101 | 06/18/2025     | Consider 'CEO pay ratio factor' in executive compensation                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            308 |                0 | FOR         |                                      308 | FOR                         |  |
| Danaher Corporation                   | 235851    | 05/06/2025     | To approve on an advisory basis the Company's named executive officer compensation.                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            108 |                0 | FOR         |                                      108 | FOR                         |  |
| Duke Energy Corporation               | 26441C204 | 04/30/2025     | Advisory vote to approve Duke Energy's named executive officer compensation                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            155 |                0 | FOR         |                                      155 | FOR                         |  |
| Eaton Corporation                     | G29183103 | 04/22/2025     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |              8 |                0 | FOR         |                                        8 | FOR                         |  |
| Ebay Inc.                             | 278642103 | 06/25/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| Ebay Inc.                             | 278642103 | 06/25/2025     | Approval of the Amendment and Restatement of the eBay Equity Incentive Award Plan.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| Edgewell Personal Care Company        | 28035Q102 | 02/05/2025     | To cast a non-binding advisory vote on executive compensation.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            112 |                0 | FOR         |                                      112 | FOR                         |  |
| Equity Lifestyle Properties, Inc.     | 29472R108 | 04/28/2025     | Approval on a non-binding, advisory basis of our executive compensation as disclosed in the Proxy Statement.                                                                      | SECTION 14A SAY-ON-PAY VOTES |            300 |                0 | FOR         |                                      300 | FOR                         |  |
| Exxon Mobil Corporation               | 30231G102 | 05/27/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           3742 |                0 | FOR         |                                     3742 | FOR                         |  |
| Ferguson Enterprises Inc.             | G3421J106 | 12/05/2024     | To approve, on an advisory basis, the fiscal 2024 compensation of the Company's Named Executive Officers.                                                                         | SECTION 14A SAY-ON-PAY VOTES |             15 |                0 | FOR         |                                       15 | FOR                         |  |
| GE Vernova Inc.                       | 36828A101 | 05/13/2025     | Approve the compensation of our named executives officers in an advisory vote                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |             12 |                0 | FOR         |                                       12 | FOR                         |  |
| GE Vernova Inc.                       | 36828A101 | 05/13/2025     | Approve the frequency of future advisory votes on named executive officers compensation in an advisory vote                                                                       | SECTION 14A SAY-ON-PAY VOTES |             12 |                0 | 2 YEARS     |                                       12 | FOR                         |  |
| Gilead Sciences, Inc.                 | 375558103 | 05/07/2025     | To approve, on an advisory basis, the compensation of our Named Executive Officers as presented in the Proxy Statement.                                                           | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| Goldman Sachs                         | 38141G104 | 04/22/2025     | Advisory Vote to Approve Executive Compensation (Say on Pay)                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |             33 |                0 | FOR         |                                       33 | FOR                         |  |
| Goldman Sachs                         | 38141G104 | 04/22/2025     | Approval of The Goldman Sachs Amended and Restated Stock Incentive Plan (2025)                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             33 |                0 | FOR         |                                       33 | FOR                         |  |
| HCA Healthcare, Inc.                  | 40412C101 | 04/23/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             26 |                0 | FOR         |                                       26 | FOR                         |  |
| Honeywell International Inc.          | 438516    | 05/19/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            110 |                0 | FOR         |                                      110 | FOR                         |  |
| IBM Corp.                             | 459200101 | 04/28/2025     | Advisory Vote on Executive Compensation                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           1035 |                0 | FOR         |                                     1035 | FOR                         |  |
| JP Morgan Chase                       | 46625H100 | 05/19/2025     | Advisory resolution to approve executive compensation                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            831 |                0 | FOR         |                                      831 | FOR                         |  |
| Johnson  Johnson                      | 478160104 | 04/23/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           1219 |                0 | FOR         |                                     1219 | FOR                         |  |
| Kimberly-Clark Corporation            | 494368103 | 04/30/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            536 |                0 | FOR         |                                      536 | FOR                         |  |
| Kyndryl                               | 50155Q100 | 07/25/2024     | Approval, in an advisory, non-binding vote, of the compensation of our named executive officers.                                                                                  | SECTION 14A SAY-ON-PAY VOTES |             89 |                0 | FOR         |                                       89 | FOR                         |  |
| Linde PLC                             | G54950103 | 07/30/2024     | To approve, on an advisory and non-binding basis, the compensation of Linde plc's Named Executive Officers, as disclosed in the 2024 Proxy statement.                             | SECTION 14A SAY-ON-PAY VOTES |              6 |                0 | FOR         |                                        6 | FOR                         |  |
| MCDonalds Corporation                 | 580135101 | 05/19/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| MCDonalds Corporation                 | 580135101 | 05/19/2025     | Advisory Vote to Revisit DEI in Executive Compensation                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | ABSTAIN     |                                      200 | AGAINST                     |  |
| Mastercard Incorporated               | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |             37 |                0 | FOR         |                                       37 | FOR                         |  |
| McKesson                              | 58155Q103 | 07/31/2024     | Advisory vote on Executive Compensation                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |              3 |                0 | FOR         |                                        3 | FOR                         |  |
| Meta Platforms, Inc.                  | 30303M102 | 05/27/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement. | SECTION 14A SAY-ON-PAY VOTES |            617 |                0 | FOR         |                                      617 | FOR                         |  |
| Microsoft Corporation                 | 594918104 | 12/09/2024     | Advisory Vote to Approve Named Executive Officer Compensation ('say-on-pay vote').                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           1257 |                0 | FOR         |                                     1257 | FOR                         |  |
| Mondelez International, Inc.          | 609207    | 05/20/2025     | Advisory vote to approve executive compensation                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            724 |                0 | FOR         |                                      724 | FOR                         |  |
| Mondelez International, Inc.          | 609207    | 05/20/2025     | Approve the Global Employee Stock Purchase Matching Plan                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            724 |                0 | FOR         |                                      724 | FOR                         |  |
| Morgan Stanley                        | 617446448 | 05/14/2025     | To approve the Amended and Restated Equity Incentive Compensation Plan                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| Motorola Solutions, Inc.              | 620076307 | 05/14/2025     | Advisory Approval of the Company's Executive Compensation.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |             85 |                0 | FOR         |                                       85 | FOR                         |  |
| Netflix, Inc.                         | 64110L106 | 06/04/2025     | Advisory approval of named executive officer compensation.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |              6 |                0 | FOR         |                                        6 | FOR                         |  |
| Northern Trust                        | 665859104 | 04/21/2025     | Approval, by an advisory vote, of the 2024 compensation of the Corporation's named executive officers.                                                                            | SECTION 14A SAY-ON-PAY VOTES |           4816 |                0 | FOR         |                                     4816 | FOR                         |  |
| Nvidia Corporation                    | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           1910 |                0 | FOR         |                                     1910 | FOR                         |  |
| OGE Energy Corp.                      | 670837103 | 05/14/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           2000 |                0 | FOR         |                                     2000 | FOR                         |  |
| Organon  Co.                          | 68622V106 | 06/10/2025     | Approval of an amendment and restatement of the Organon  Co. 2021 Incentive Stock Plan.                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            120 |                0 | FOR         |                                      120 | FOR                         |  |
| Organon  Co.                          | 68622V106 | 06/10/2025     | Approve, on a non-binding advisory basis, the compensation of Organon's Named Executive Officers.                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            120 |                0 | FOR         |                                      120 | FOR                         |  |
| PARKER-HANNIFIN CORPORATION           | 701094104 | 10/22/2024     | Approval of, on a non-binding, advisory basis, the compensation of our Named Executive Officers.                                                                                  | SECTION 14A SAY-ON-PAY VOTES |             15 |                0 | FOR         |                                       15 | FOR                         |  |
| PNC Financial Services                | 693475105 | 04/22/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             19 |                0 | FOR         |                                       19 | FOR                         |  |
| PUBLIC SERVICE ENTERPRISE GROUP INC.  | 744573106 | 04/21/2025     | Advisory Vote on the Approval of Executive Compensation                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           1500 |                0 | FOR         |                                     1500 | FOR                         |  |
| Paypal Holdings, Inc.                 | 70450Y103 | 06/04/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            600 |                0 | FOR         |                                      600 | FOR                         |  |
| PepsiCo, Inc.                         | 713448108 | 05/07/2025     | Advisory approval of the Company's executive compensation.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           8529 |                0 | FOR         |                                     8529 | FOR                         |  |
| Pfizer Inc.                           | 717081103 | 04/23/2025     | 2025 advisory approval of executive compensation                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           1649 |                0 | FOR         |                                     1649 | FOR                         |  |
| Philip Morris International Inc.      | 718172109 | 05/07/2025     | Advisory Vote Approving Executive Compensation                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            613 |                0 | FOR         |                                      613 | FOR                         |  |
| Prudential Financial, Inc.            | 744320    | 05/12/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             41 |                0 | FOR         |                                       41 | FOR                         |  |
| Quanta Services, Inc.                 | 74762E    | 05/21/2025     | Approval of an amendment to the Quanta Services, Inc. 2019 Omnibus Equity Incentive Plan to increase the number of shares of Quanta common stock that may be issued thereunder.   | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | FOR         |                                       50 | FOR                         |  |
| Quanta Services, Inc.                 | 74762E    | 05/21/2025     | Approval, by non-binding advisory vote, of Quanta's executive compensation.                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | FOR         |                                       50 | FOR                         |  |
| S Global Inc.                         | 78409V104 | 05/07/2025     | Approve, on an advisory basis, the executive compensation program for the Company's named executive officers, as described in the Proxy Statement.                                | SECTION 14A SAY-ON-PAY VOTES |             28 |                0 | FOR         |                                       28 | FOR                         |  |
| Salesforce, Inc.                      | 79466L302 | 06/04/2025     | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers.                                                                                  | SECTION 14A SAY-ON-PAY VOTES |              8 |                0 | FOR         |                                        8 | FOR                         |  |
| Solentum Corporation                  | 83444M101 | 04/30/2025     | Advisory approval of the Company's executive compensation.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            162 |                0 | FOR         |                                      162 | FOR                         |  |
| Solentum Corporation                  | 83444M101 | 04/30/2025     | Advisory vote on frequency of adivsory vote to approve executive compensation.                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            162 |                0 | FOR         |                                      162 | FOR                         |  |
| Sysco Corporation                     | 817829107 | 11/15/2024     | To approve the adoptio of the Sysco Corporation 2025 Employee Stock Purchase Program.                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            626 |                0 | FOR         |                                      626 | FOR                         |  |
| TRANSDIGM GROUP INCORPORATED          | 893641100 | 03/05/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                              | SECTION 14A SAY-ON-PAY VOTES |              2 |                0 | FOR         |                                        2 | FOR                         |  |
| The Allstate Corporation              | 20002101  | 05/28/2025     | Advisory vote to approve the compensation of the named executives.                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| The Boeing Company                    | 97023105  | 04/23/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            308 |                0 | FOR         |                                      308 | FOR                         |  |
| The Cigna Group                       | 125523100 | 04/22/2025     | Advisory approval of executive compensation                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |             39 |                0 | FOR         |                                       39 | FOR                         |  |
| The Coca-Cola Company                 | 191216100 | 04/29/2025     | Advisory vote to approve executive compensation                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           2661 |                0 | FOR         |                                     2661 | FOR                         |  |
| The Hershey Company                   | 427866    | 05/06/2025     | Approve named executive officer compensation on a non-binding advisory basis.                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            847 |                0 | FOR         |                                      847 | FOR                         |  |
| The Home Depot, Inc.                  | 437076    | 05/21/2025     | Advisory Vote to Approve Executive Compensation ('Say-on-Pay')                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             30 |                0 | FOR         |                                       30 | FOR                         |  |
| The Kraft Heinz Company               | 500754    | 05/08/2025     | Advisory vote to approve executive compensation.                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            141 |                0 | FOR         |                                      141 | FOR                         |  |
| The Proctor and Gamble Company        | 742718109 | 10/07/2024     | Advisory vote to approve the company's Executive Compensation ('Say and Pay' vote)                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            400 |                0 | FOR         |                                      400 | FOR                         |  |
| The Progressive Corporation           | 743315103 | 05/08/2025     | Cast an advisory vote to approve our executive compensation program.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          15000 |                0 | FOR         |                                    15000 | FOR                         |  |
| Trane Technologies PLC                | G8994E103 | 06/04/2025     | Advisory approval of the compensation of the Company's named executive officers.                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |             25 |                0 | FOR         |                                       25 | FOR                         |  |
| U.S. Bancorp                          | 902973304 | 04/14/2025     | An advisory vote to approve the compensation of our executives disclosed in the proxy statement.                                                                                  | SECTION 14A SAY-ON-PAY VOTES |             78 |                0 | FOR         |                                       78 | FOR                         |  |
| Union Pacific Corporation             | 907818    | 05/08/2025     | Approve, by non-binding vote, the compensation of the Company's Named Executive Officers ('Say on Pay')                                                                           | SECTION 14A SAY-ON-PAY VOTES |            557 |                0 | FOR         |                                      557 | FOR                         |  |
| Unitedhealth Group Incorporated       | 91324P102 | 06/01/2025     | Advisory approval of the Company's executive compensation.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |             80 |                0 | FOR         |                                       80 | FOR                         |  |
| Vertex Pharmaceuticals Inc.           | 92532F100 | 05/13/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             35 |                0 | FOR         |                                       35 | FOR                         |  |
| Vertex Pharmaceuticals Inc.           | 92532F100 | 05/13/2025     | Shareholder proposal, if properly presented at the meeting, regarding excessive golden parachutes.                                                                                | SECTION 14A SAY-ON-PAY VOTES |             35 |                0 | ABSTAIN     |                                       35 | AGAINST                     |  |
| Viatris Inc.                          | U9156BAF2 | 12/04/2024     | Approval of, on a non-binding advisory basis, the 2023 compensation of the named executive officers of the Company.                                                               | SECTION 14A SAY-ON-PAY VOTES |             67 |                0 | FOR         |                                       67 | FOR                         |  |
| WEC Energy Group, Inc.                | 92939U    | 05/08/2025     | Advisory vote to approve executive compensation of the named executive officers                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           1993 |                0 | FOR         |                                     1993 | FOR                         |  |
| WK Kellogg Co.                        | 92942W107 | 04/30/2025     | A non-binding advisory vote to approve the compensation of the Company's named executive officers.                                                                                | SECTION 14A SAY-ON-PAY VOTES |            134 |                0 | FOR         |                                      134 | FOR                         |  |
| Walmart Inc.                          | 931142103 | 06/04/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            252 |                0 | FOR         |                                      252 | FOR                         |  |
| Walmart Inc.                          | 931142103 | 06/04/2025     | Approval of Walmart Inc. Stock Incentive Plan of 2025                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            252 |                0 | FOR         |                                      252 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** ShankerValleau Wealth Advisors, Inc.

**By (Signature):** John D. Valleau, Jr.

**By (Printed Signature):** John D. Valleau, Jr.

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

**Date:** 08/07/2025