# EDGAR Filing Document

**Accession Number:** 0001172036
**File Stem:** 0001172036-25-000010
**Filing Date:** 2025-12
**Character Count:** 41311
**Document Hash:** 1d4f03ff49744ae4749f3be3cf8aa1f6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172036-25-000010.hdr.sgml**: 20251215

**ACCESSION NUMBER**: 0001172036-25-000010

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20251215

**EFFECTIVENESS DATE**: 20251215

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SONATA CAPITAL GROUP INC
- **CENTRAL INDEX KEY:** 0001172036

**ORGANIZATION NAME:**
- **EIN:** 912035283
- **STATE OF INCORPORATION:** WA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-10198
- **FILM NUMBER:** 251570670

**BUSINESS ADDRESS:**
- **STREET 1:** 2001 6TH AVE
- **STREET 2:** SUITE 3410
- **CITY:** SEATTLE
- **STATE:** WA
- **ZIP:** 98121
- **BUSINESS PHONE:** 2062564400

**MAIL ADDRESS:**
- **STREET 1:** 2001 6TH AVENUE
- **STREET 2:** SUITE 3410
- **CITY:** SEATTLE
- **STATE:** WA
- **ZIP:** 98121

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

## N-PX: Filer Information

**Filer CIK:** 0001172036

**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:** SONATA CAPITAL GROUP INC

**Address:** 2001 6TH AVE, SEATTLE, WA 98121

**Telephone number:** 206-256-4400

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-10198

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Constellation Brands, Inc.                            |  | 07/01/2024     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |          850   |                0 | FOR         |                                    850   | FOR                         |  |
| Fidelity  Guaranty Life and Annuity Insurance Company |  | 07/01/2024     | Approval, on an advisory basis, of executive compensation                              | SECTION 14A SAY-ON-PAY VOTES |          838   |                0 | FOR         |                                    838   | FOR                         |  |
| Snowflake Inc.                                        |  | 07/02/2024     | Non-binding, advisory vote to approve named executive officers compensation            | SECTION 14A SAY-ON-PAY VOTES |          700   |                0 | FOR         |                                    700   | FOR                         |  |
| Linde plc                                             |  | 07/30/2024     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |           34   |                0 | FOR         |                                     34   | FOR                         |  |
| McKesson Corporation                                  |  | 07/30/2024     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |           40   |                0 | FOR         |                                     40   | FOR                         |  |
| Nike, Inc.                                            |  | 09/10/2024     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          457   |                0 | FOR         |                                    457   | FOR                         |  |
| FedEx Corporation                                     |  | 09/23/2024     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          150   |                0 | FOR         |                                    150   | FOR                         |  |
| The Procter  Gamble Company                           |  | 10/08/2024     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |         2221   |                0 | FOR         |                                   2221   | FOR                         |  |
| Paychex, Inc.                                         |  | 10/10/2024     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |          220   |                0 | FOR         |                                    220   | FOR                         |  |
| Oracle Corporation                                    |  | 11/13/2024     | The approval on an advisory basis, of the compensation to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |         4000   |                0 | FOR         |                                   4000   | FOR                         |  |
| The Clorox Company                                    |  | 11/20/2024     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          631   |                0 | FOR         |                                    631   | FOR                         |  |
| Viatris Inc.                                          |  | 12/06/2024     | Approval, on an advisory basis, of executive compensation                              | SECTION 14A SAY-ON-PAY VOTES |          236   |                0 | FOR         |                                    236   | FOR                         |  |
| Cisco Systems, Inc.                                   |  | 12/09/2024     | Approval, on an advisory basis, of executive compensation                              | SECTION 14A SAY-ON-PAY VOTES |         3123   |                0 | FOR         |                                   3123   | FOR                         |  |
| Microsoft Corporation                                 |  | 12/10/2024     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |        31324.3 |                0 | FOR         |                                  31324.3 | FOR                         |  |
| Palo Alto Networks, Inc.                              |  | 12/10/2024     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |          400   |                0 | FOR         |                                    400   | FOR                         |  |
| Comtech Telecommunications Corp.                      |  | 01/13/2025     | Approval, on an advisory basis, of executive compensation                              | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| Costco Wholesale Corporation                          |  | 01/23/2025     | Approval, on an advisory basis, of executive compensation                              | SECTION 14A SAY-ON-PAY VOTES |         1330   |                0 | FOR         |                                   1330   | FOR                         |  |
| Visa Inc.                                             |  | 01/28/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |         1247   |                0 | FOR         |                                   1247   | FOR                         |  |
| Washington Federal, Inc.                              |  | 02/11/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          430   |                0 | FOR         |                                    430   | FOR                         |  |
| Apple Inc.                                            |  | 02/24/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |        54368   |                0 | FOR         |                                  54368   | FOR                         |  |
| Kulicke and Soffa Industries, Inc.                    |  | 03/05/2025     | Non-binding, advisory vote to approve named executive officers compensation            | SECTION 14A SAY-ON-PAY VOTES |          299   |                0 | FOR         |                                    299   | FOR                         |  |
| Novartis AG                                           |  | 03/07/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          798   |                0 | FOR         |                                    798   | FOR                         |  |
| TE Connectivity Ltd.                                  |  | 03/11/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |           80   |                0 | FOR         |                                     80   | FOR                         |  |
| The Walt Disney Company                               |  | 03/20/2025     | Consideration of an advisory vote to approve the Company's executive compensation      | SECTION 14A SAY-ON-PAY VOTES |          410   |                0 | FOR         |                                    410   | FOR                         |  |
| Sunoco LP                                             |  | 04/16/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          134   |                0 | FOR         |                                    134   | FOR                         |  |
| Carnival Corporation  plc                             |  | 04/16/2025     | Non-binding, advisory vote to approve named executive officers compensation            | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| Adobe Inc.                                            |  | 04/22/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |           52   |                0 | FOR         |                                     52   | FOR                         |  |
| Bank of America Corporation                           |  | 04/22/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |         8000   |                0 | FOR         |                                   8000   | FOR                         |  |
| Eaton Corporation plc                                 |  | 04/23/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |         1138   |                0 | FOR         |                                   1138   | FOR                         |  |
| The Goldman Sachs Group, Inc.                         |  | 04/23/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          275   |                0 | FOR         |                                    275   | FOR                         |  |
| Pfizer Inc.                                           |  | 04/24/2025     | 2025 Advisory approval of executive compensation                                       | SECTION 14A SAY-ON-PAY VOTES |         2610   |                0 | FOR         |                                   2610   | FOR                         |  |
| Johnson  Johnson                                      |  | 04/24/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |         2843   |                0 | FOR         |                                   2843   | FOR                         |  |
| The Boeing Company                                    |  | 04/24/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |         1167   |                0 | FOR         |                                   1167   | FOR                         |  |
| Abbott Laboratories                                   |  | 04/25/2025     | 2025 Advisory approval of executive compensation                                       | SECTION 14A SAY-ON-PAY VOTES |          666   |                0 | FOR         |                                    666   | FOR                         |  |
| International Business Machines Corporation           |  | 04/29/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |         3420   |                0 | FOR         |                                   3420   | FOR                         |  |
| American Electric Power Company, Inc.                 |  | 04/29/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |         1262   |                0 | FOR         |                                   1262   | FOR                         |  |
| American Express Company                              |  | 04/29/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |           88   |                0 | FOR         |                                     88   | FOR                         |  |
| Canadian National Railway Company                     |  | 04/29/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          164   |                0 | FOR         |                                    164   | FOR                         |  |
| PACCAR Inc.                                           |  | 04/29/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |         3030   |                0 | FOR         |                                   3030   | FOR                         |  |
| Wells Fargo  Company                                  |  | 04/29/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |         3115   |                0 | FOR         |                                   3115   | FOR                         |  |
| Newmont Mining Corporation                            |  | 04/30/2025     | Approval, on an advisory basis, of executive compensation                              | SECTION 14A SAY-ON-PAY VOTES |          300   |                0 | FOR         |                                    300   | FOR                         |  |
| The Coca-Cola Company                                 |  | 04/30/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          115   |                0 | FOR         |                                    115   | FOR                         |  |
| RTX Corporation                                       |  | 05/01/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          375   |                0 | FOR         |                                    375   | FOR                         |  |
| Yeti Holdings, Inc.                                   |  | 05/01/2025     | Approval, on an advisory basis, of executive compensation                              | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| Dover Corporation                                     |  | 05/02/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |         1489   |                0 | FOR         |                                   1489   | FOR                         |  |
| Illinois Tool Works Inc.                              |  | 05/02/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          500   |                0 | FOR         |                                    500   | FOR                         |  |
| Canadian National Railway Company                     |  | 05/02/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          595   |                0 | FOR         |                                    595   | FOR                         |  |
| Enbridge Inc.                                         |  | 05/05/2025     | Accept enbridge approach to executive compensation as disclosed                        | SECTION 14A SAY-ON-PAY VOTES |          165   |                0 | FOR         |                                    165   | FOR                         |  |
| Eli Lilly and Company                                 |  | 05/05/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |          235   |                0 | FOR         |                                    235   | FOR                         |  |
| Intel Corporation                                     |  | 05/06/2025     | Say-on-Pay An advisory vote to approve the compensatio of named executive officers     | SECTION 14A SAY-ON-PAY VOTES |         2361   |                0 | FOR         |                                   2361   | FOR                         |  |
| Bristol Myers Squibb Company                          |  | 05/06/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          429   |                0 | FOR         |                                    429   | FOR                         |  |
| CSX Corporation                                       |  | 05/07/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          900   |                0 | FOR         |                                    900   | FOR                         |  |
| CME Group Inc.                                        |  | 05/07/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          167   |                0 | FOR         |                                    167   | FOR                         |  |
| PepsiCo, Inc.                                         |  | 05/07/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          306   |                0 | FOR         |                                    306   | FOR                         |  |
| Gilead Sciences, Inc.                                 |  | 05/07/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |          205   |                0 | FOR         |                                    205   | FOR                         |  |
| Capital One Financial Corporation                     |  | 05/08/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          700   |                0 | FOR         |                                    700   | FOR                         |  |
| Stryker Corporation                                   |  | 05/08/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |           72   |                0 | FOR         |                                     72   | FOR                         |  |
| United Parcel Service, Inc.                           |  | 05/08/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |           65   |                0 | FOR         |                                     65   | FOR                         |  |
| Manulife Financial Corporation                        |  | 05/08/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          455   |                0 | FOR         |                                    455   | FOR                         |  |
| Cadence Design Systems, Inc.                          |  | 05/08/2025     | Adviosry resolution to approve named executive officer compensation                    | SECTION 14A SAY-ON-PAY VOTES |          500   |                0 | FOR         |                                    500   | FOR                         |  |
| Pangaea Logistics Solutions Ltd.                      |  | 05/08/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |         1000   |                0 | FOR         |                                   1000   | FOR                         |  |
| Union Pacific Corporation                             |  | 05/08/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |          527   |                0 | FOR         |                                    527   | FOR                         |  |
| Colgate-Palmolive Company                             |  | 05/09/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          200   |                0 | FOR         |                                    200   | FOR                         |  |
| AbbVie Inc.                                           |  | 05/09/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |         1574   |                0 | FOR         |                                   1574   | FOR                         |  |
| Weyerhaeuser Company                                  |  | 05/09/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |          160   |                0 | FOR         |                                    160   | FOR                         |  |
| 3M Company                                            |  | 05/13/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |           70   |                0 | FOR         |                                     70   | FOR                         |  |
| Waste Management, Inc.                                |  | 05/13/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |          900   |                0 | FOR         |                                    900   | FOR                         |  |
| ConocoPhillips                                        |  | 05/13/2025     | Approval, on an advisory basis, of executive compensation                              | SECTION 14A SAY-ON-PAY VOTES |         1273   |                0 | FOR         |                                   1273   | FOR                         |  |
| Essex Property Trust, Inc.                            |  | 05/13/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| First American Financial Corporation                  |  | 05/13/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          124   |                0 | FOR         |                                    124   | FOR                         |  |
| Advanced Micro Devices, Inc.                          |  | 05/14/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |         2295   |                0 | FOR         |                                   2295   | FOR                         |  |
| Celanese Corporation                                  |  | 05/14/2025     | Approval, on an advisory basis, of executive compensation                              | SECTION 14A SAY-ON-PAY VOTES |           30   |                0 | FOR         |                                     30   | FOR                         |  |
| Elevance Health Inc.                                  |  | 05/14/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          216   |                0 | FOR         |                                    216   | FOR                         |  |
| Annaly Capital Management, Inc.                       |  | 05/14/2025     | Approval, on an advisory basis, of executive compensation                              | SECTION 14A SAY-ON-PAY VOTES |           23   |                0 | FOR         |                                     23   | FOR                         |  |
| Skyworks Solutions, Inc.                              |  | 05/14/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |           10   |                0 | FOR         |                                     10   | FOR                         |  |
| CVS Health Corporation                                |  | 05/15/2025     | Say-on-Pay An advisory vote to approve the compensatio of named executive officers     | SECTION 14A SAY-ON-PAY VOTES |          135   |                0 | FOR         |                                    135   | FOR                         |  |
| Otis Worldwide Corporation                            |  | 05/15/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          187   |                0 | FOR         |                                    187   | FOR                         |  |
| AT Inc.                                               |  | 05/15/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |         1663   |                0 | FOR         |                                   1663   | FOR                         |  |
| BlackRock, Inc.                                       |  | 05/15/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |           25   |                0 | FOR         |                                     25   | FOR                         |  |
| Republic Services, Inc.                               |  | 05/19/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          930   |                0 | FOR         |                                    930   | FOR                         |  |
| McDonald's Corporation                                |  | 05/20/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |         1753   |                0 | FOR         |                                   1753   | FOR                         |  |
| JPMorgan Chase  Co.                                   |  | 05/20/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |        10861   |                0 | FOR         |                                  10861   | FOR                         |  |
| Honeywell International Inc.                          |  | 05/20/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          800   |                0 | FOR         |                                    800   | FOR                         |  |
| Zoetis Inc.                                           |  | 05/21/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          987   |                0 | FOR         |                                    987   | FOR                         |  |
| Crown Castle International Corp.                      |  | 05/21/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |           25   |                0 | FOR         |                                     25   | FOR                         |  |
| Diamondback Energy, Inc.                              |  | 05/21/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |           30   |                0 | FOR         |                                     30   | FOR                         |  |
| Amazon.com, Inc.                                      |  | 05/21/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |        37031   |                0 | FOR         |                                  37031   | FOR                         |  |
| Phillips 66                                           |  | 05/21/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          351   |                0 | FOR         |                                    351   | FOR                         |  |
| The Southern Company                                  |  | 05/21/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |         2325   |                0 | FOR         |                                   2325   | FOR                         |  |
| Ross Stores, Inc.                                     |  | 05/21/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |           99   |                0 | FOR         |                                     99   | FOR                         |  |
| NextEra Energy, Inc.                                  |  | 05/22/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |         1480   |                0 | FOR         |                                   1480   | FOR                         |  |
| Verizon Communications Inc.                           |  | 05/22/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |         8305   |                0 | FOR         |                                   8305   | FOR                         |  |
| Merck  Co., Inc.                                      |  | 05/27/2025     | Non-binding advisory vote to approve the compensation of our named executive officers  | SECTION 14A SAY-ON-PAY VOTES |         4862   |                0 | FOR         |                                   4862   | FOR                         |  |
| Healthcare Services Group, Inc.                       |  | 05/27/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |          200   |                0 | FOR         |                                    200   | FOR                         |  |
| Exxon Mobil Corporation                               |  | 05/28/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |         3662   |                0 | FOR         |                                   3662   | FOR                         |  |
| Chevron Corporation                                   |  | 05/28/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |         1920   |                0 | FOR         |                                   1920   | FOR                         |  |
| Coastal Financial Corporation                         |  | 05/28/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          600   |                0 | FOR         |                                    600   | FOR                         |  |
| Meta Platforms, Inc.                                  |  | 05/28/2025     | Non-binding advisory vote to approve the compensation of our named executive officers  | SECTION 14A SAY-ON-PAY VOTES |         2444   |                0 | FOR         |                                   2444   | FOR                         |  |
| The Allstate Corporation                              |  | 05/29/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          142   |                0 | FOR         |                                    142   | FOR                         |  |
| UnitedHealth Group Incorporated                       |  | 06/02/2025     | Approval, on an advisory basis, of executive compensation                              | SECTION 14A SAY-ON-PAY VOTES |          347   |                0 | FOR         |                                    347   | FOR                         |  |
| Warner Bros. Discovery, Inc.                          |  | 06/02/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |           75   |                0 | FOR         |                                     75   | FOR                         |  |
| Workday, Inc.                                         |  | 06/04/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| Netflix, Inc.                                         |  | 06/05/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          175   |                0 | FOR         |                                    175   | FOR                         |  |
| PayPal Holdings, Inc.                                 |  | 06/05/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |           91   |                0 | FOR         |                                     91   | FOR                         |  |
| Trane Technologies plc                                |  | 06/05/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |          350   |                0 | FOR         |                                    350   | FOR                         |  |
| Salesforce, Inc.                                      |  | 06/05/2025     | Approval, on an advisory basis, of executive compensation                              | SECTION 14A SAY-ON-PAY VOTES |         1217   |                0 | FOR         |                                   1217   | FOR                         |  |
| Organon  Co.                                          |  | 06/10/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |          196   |                0 | FOR         |                                    196   | FOR                         |  |
| NXP Semiconductors N.V.                               |  | 06/10/2025     | Non-binding advisory vote to approve the compensation of our named executive officers  | SECTION 14A SAY-ON-PAY VOTES |           76   |                0 | FOR         |                                     76   | FOR                         |  |
| Target Corporation                                    |  | 06/11/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |           80   |                0 | FOR         |                                     80   | FOR                         |  |
| American Airlines Group Inc.                          |  | 06/11/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |           25   |                0 | FOR         |                                     25   | FOR                         |  |
| W.P. Carey Inc.                                       |  | 06/12/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |          974   |                0 | FOR         |                                    974   | FOR                         |  |
| Funko, Inc.                                           |  | 06/12/2025     | Approval, on an advisory basis, of executive compensation                              | SECTION 14A SAY-ON-PAY VOTES |         2808   |                0 | FOR         |                                   2808   | FOR                         |  |
| Universal Display Corporation                         |  | 06/18/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |           80   |                0 | FOR         |                                     80   | FOR                         |  |
| Comcast Corporation                                   |  | 06/18/2025     | Advisory vote on the compensation of our named executive officers                      | SECTION 14A SAY-ON-PAY VOTES |          672   |                0 | FOR         |                                    672   | FOR                         |  |
| Novavax, Inc.                                         |  | 06/20/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |           67   |                0 | FOR         |                                     67   | FOR                         |  |
| NVIDIA Corporation                                    |  | 06/24/2025     | Approval, on an advisory basis, of executive compensation                              | SECTION 14A SAY-ON-PAY VOTES |         7547   |                0 | FOR         |                                   7547   | FOR                         |  |
| F Annuities and Life Insurance Company                |  | 06/25/2025     | Approval, on an advisory basis, of executive compensation                              | SECTION 14A SAY-ON-PAY VOTES |          838   |                0 | FOR         |                                    838   | FOR                         |  |
| CoStar Group, Inc.                                    |  | 06/26/2025     | To approve on an advisory basis, the compensation paid to our named executive officers | SECTION 14A SAY-ON-PAY VOTES |            2   |                0 | FOR         |                                      2   | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** SONATA CAPITAL GROUP INC

**By (Signature):** Timothy Cummins

**By (Printed Signature):** Timothy Cummins

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

**Date:** 12/15/2025