# EDGAR Filing Document

**Accession Number:** 0000067698
**File Stem:** 0000067698-25-000003
**Filing Date:** 2025-8
**Character Count:** 55031
**Document Hash:** 369b7d118a8000ad03995f7be145f5f2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000067698-25-000003.hdr.sgml**: 20250828

**ACCESSION NUMBER**: 0000067698-25-000003

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250828

**DATE AS OF CHANGE**: 20250828

**EFFECTIVENESS DATE**: 20250828

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MONTAG & CALDWELL, LLC
- **CENTRAL INDEX KEY:** 0000067698

**ORGANIZATION NAME:**
- **EIN:** 263165863
- **STATE OF INCORPORATION:** GA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-00288
- **FILM NUMBER:** 251273072

**BUSINESS ADDRESS:**
- **STREET 1:** 3455 PEACHTREE ROAD NE
- **STREET 2:** STE 1500
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30326
- **BUSINESS PHONE:** 4048367129

**MAIL ADDRESS:**
- **STREET 1:** 3455 PEACHTREE ROAD NE
- **STREET 2:** STE 1500
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30326

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MONTAG & CALDWELL INC
- **DATE OF NAME CHANGE:** 19920929

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MONTAG & CALDWELL
- **DATE OF NAME CHANGE:** 19600201

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MONTAG LOUIS
- **DATE OF NAME CHANGE:** 19600201

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

## N-PX: Filer Information

**Filer CIK:** 0000067698

**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:** MONTAG  CALDWELL, LLC

**Address:** 3455 PEACHTREE ROAD NE, ATLANTA, GA 30326

**Telephone number:** 404-836-7141

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-00288

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| ABBOTT LABORATORIES                   | 2824100   | 04/25/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         109405 |                0 | FOR         |                                   109405 | FOR                         |  |
| ABBVIE INC.                           | 00287Y109 | 05/09/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           3635 |                0 | FOR         |                                     3635 | FOR                         |  |
| ACCENTURE PLC                         | G1151C101 | 02/06/2025     | To approve, in a non-binding vote, the compensation of our named executive officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          28312 |                0 | FOR         |                                    28312 | FOR                         |  |
| ADOBE INC.                            | 00724F101 | 04/22/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          24867 |                0 | FOR         |                                    24867 | FOR                         |  |
| ADVANCED MICRO DEVICES, INC.          | 7903107   | 05/14/2025     | Approve on a non-binding, advisory basis the compensation of the named executive officers, as disclosed in this proxy statement pursuant to the compensation disclosure rules of the U.S. Securities and Exchange Commission.                                                          | SECTION 14A SAY-ON-PAY VOTES |            750 |                0 | AGAINST     |                                      750 | AGAINST                     |  |
| ALCON INC.                            | H01301128 | 05/06/2025     | Binding vote on the maximum aggregate amount of compensation of the Board of Directors for the next term of office, i.e. from the 2025 Annual General Meeting to the 2026 Annual General Meeting                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          29222 |                0 | FOR         |                                    29222 | FOR                         |  |
| ALCON INC.                            | H01301128 | 05/06/2025     | Binding vote on the maximum aggregate amount of compensation of the Executive Committee for the following financial year, i.e. 2026                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          29222 |                0 | FOR         |                                    29222 | FOR                         |  |
| AMAZON.COM, INC.                      | 23135106  | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         114267 |                0 | FOR         |                                   114267 | FOR                         |  |
| AMETEK, INC.                          | 31100100  | 05/07/2025     | Approval, by advisory vote, of the compensation of AMETEK, Inc.'s named executive officers.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           6037 |                0 | FOR         |                                     6037 | FOR                         |  |
| AMPHENOL CORPORATION                  | 32095101  | 05/15/2025     | Advisory vote to approve compensation of named executive officers                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           2852 |                0 | FOR         |                                     2852 | FOR                         |  |
| APPLE INC.                            | 37833100  | 02/25/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          98594 |                0 | FOR         |                                    98594 | FOR                         |  |
| APTIV PLC                             | G3265R107 | 04/23/2025     | Say-on-Pay - To approve, by advisory vote, executive compensation.                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          13986 |                0 | FOR         |                                    13986 | FOR                         |  |
| BANK OF AMERICA CORPORATION           | 60505104  | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           1500 |                0 | FOR         |                                     1500 | FOR                         |  |
| BANK OF MONTREAL (THE "BANK")         | 63671101  | 04/11/2025     | Advisory vote on the Bank's Approach to Executive Compensation                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            617 |                0 | FOR         |                                      617 | FOR                         |  |
| BECTON, DICKINSON AND COMPANY         | 75887109  | 01/28/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            132 |                0 | FOR         |                                      132 | FOR                         |  |
| BRISTOL-MYERS SQUIBB COMPANY          | 110122108 | 05/06/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            300 |                0 | FOR         |                                      300 | FOR                         |  |
| BROADCOM INC                          | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           1490 |                0 | FOR         |                                     1490 | FOR                         |  |
| BROADRIDGE FINANCIAL SOLUTIONS, INC.  | 11133T103 | 11/14/2024     | Advisory vote to approve the compensation of the Company's Named Executive Officers (the Say on Pay Vote).                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           4951 |                0 | FOR         |                                     4951 | FOR                         |  |
| CENCORA, INC.                         | 03073E105 | 03/06/2025     | Advisory vote to approve the fiscal 2024 compensation of Cencora, Inc.'s named executive officers.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           1589 |                0 | FOR         |                                     1589 | FOR                         |  |
| CHEVRON CORPORATION                   | 166764100 | 05/28/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | FOR         |                                     1000 | 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 |         260107 |                0 | AGAINST     |                                   260107 | AGAINST                     |  |
| CHURCH  DWIGHT CO., INC.              | 171340102 | 05/01/2025     | An advisory vote to approve compensation of our named executive officers.                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           9105 |                0 | FOR         |                                     9105 | FOR                         |  |
| CISCO SYSTEMS, INC.                   | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           6321 |                0 | AGAINST     |                                     6321 | AGAINST                     |  |
| COLGATE-PALMOLIVE COMPANY             | 194162103 | 05/09/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           2548 |                0 | FOR         |                                     2548 | FOR                         |  |
| COPART, INC.                          | 217204106 | 12/06/2024     | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers for the fiscal year ended July 31, 2024.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          16481 |                0 | FOR         |                                    16481 | FOR                         |  |
| CORNING INCORPORATED                  | 219350105 | 05/01/2025     | Advisory approval of our executive compensation (Say on Pay).                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          27808 |                0 | AGAINST     |                                    27808 | AGAINST                     |  |
| CORPAY, INC.                          | 219948106 | 06/11/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           3838 |                0 | FOR         |                                     3838 | FOR                         |  |
| COSTCO WHOLESALE CORPORATION          | 22160K105 | 01/23/2025     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           1443 |                0 | FOR         |                                     1443 | FOR                         |  |
| CUMMINS INC.                          | 231021106 | 05/13/2025     | Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |             21 |                0 | FOR         |                                       21 | FOR                         |  |
| DANAHER CORPORATION                   | 235851102 | 05/06/2025     | To approve on an advisory basis the Company's named executive officer compensation.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            180 |                0 | FOR         |                                      180 | FOR                         |  |
| DEERE  COMPANY                        | 244199105 | 02/26/2025     | Advisory vote to approve executive compensation ("say-on-pay")                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |             45 |                0 | FOR         |                                       45 | FOR                         |  |
| DONALDSON COMPANY, INC.               | 257651109 | 11/22/2024     | Non-binding advisory vote on the compensation of our Named Executive Officers.                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            113 |                0 | FOR         |                                      113 | FOR                         |  |
| DOORDASH, INC.                        | 25809K105 | 06/24/2025     | The approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           5711 |                0 | FOR         |                                     5711 | FOR                         |  |
| DUKE ENERGY CORPORATION               | 26441C204 | 05/01/2025     | Advisory vote to approve Duke Energy's named executive officer compensation                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            330 |                0 | FOR         |                                      330 | FOR                         |  |
| EDWARDS LIFESCIENCES CORPORATION      | 03073E105 | 05/08/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          86804 |                0 | FOR         |                                    86804 | FOR                         |  |
| ELECTRONIC ARTS INC.                  | 285512109 | 08/01/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           1899 |                0 | FOR         |                                     1899 | FOR                         |  |
| ELI LILLY AND COMPANY                 | 532457108 | 05/05/2025     | Approval, on an advisory basis, of the compensation paid to the company's named executive officers.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           8229 |                0 | FOR         |                                     8229 | FOR                         |  |
| ESSENTIAL UTILITIES, INC.             | 29670G102 | 05/07/2025     | To approve an advisory vote on the compensation paid to the Company's named executive officers for 2024.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            250 |                0 | FOR         |                                      250 | FOR                         |  |
| EURONET WORLDWIDE, INC.               | 298736109 | 05/14/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          10005 |                0 | FOR         |                                    10005 | FOR                         |  |
| EXXON MOBIL CORPORATION               | 30231G102 | 05/28/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           4493 |                0 | FOR         |                                     4493 | FOR                         |  |
| GLOBAL PAYMENTS INC.                  | 37940X102 | 04/24/2025     | Approval, on an advisory basis, of the compensation of the company's named executive officers for 2024.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           8051 |                0 | FOR         |                                     8051 | FOR                         |  |
| GLOBUS MEDICAL, INC.                  | 379577208 | 06/04/2025     | To approve, in an advisory vote, the compensation of the Company's named executive officers (the Say-on-Pay Vote).                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           9101 |                0 | FOR         |                                     9101 | FOR                         |  |
| GLOBUS MEDICAL, INC.                  | 379577208 | 06/04/2025     | To approve, in an advisory vote, the frequency of the approval, on an advisory basis, of the compensation of our named executive officers (the Frequency Vote).                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           9101 |                0 | ONE YEAR    |                                     9101 | FOR                         |  |
| HONEYWELL INTERNATIONAL INC.          | 438516106 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            369 |                0 | FOR         |                                      369 | FOR                         |  |
| INTERCONTINENTAL EXCHANGE, INC.       | 45866F104 | 05/16/2025     | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers.                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          83052 |                0 | FOR         |                                    83052 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP. | 459200101 | 04/29/2025     | Advisory Vote on Executive Compensation                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            270 |                0 | FOR         |                                      270 | FOR                         |  |
| INTUIT INC.                           | 461202103 | 01/23/2025     | Advisory vote to approve Intuit's executive compensation (say-on-pay).                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          25407 |                0 | FOR         |                                    25407 | FOR                         |  |
| J.B. HUNT TRANSPORT SERVICES, INC.    | 445658107 | 04/24/2025     | To consider and approve an advisory resolution regarding the Company's compensation of its named executive officers.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          41196 |                0 | FOR         |                                    41196 | FOR                         |  |
| JOHNSON  JOHNSON                      | 478160104 | 04/24/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           2419 |                0 | FOR         |                                     2419 | FOR                         |  |
| JPMORGAN CHASE  CO.                   | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            300 |                0 | FOR         |                                      300 | FOR                         |  |
| LABCORP HOLDINGS INC.                 | 504922105 | 05/15/2025     | To approve, by non-binding vote, the compensation of the Company's Named Executive Officers.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           4333 |                0 | FOR         |                                     4333 | FOR                         |  |
| LOWE'S COMPANIES, INC.                | 548661107 | 05/30/2025     | Advisory vote to approve the Company's named executive officer compensation in fiscal 2024.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          54513 |                0 | FOR         |                                    54513 | FOR                         |  |
| MARVELL TECHNOLOGY, INC.              | 573874104 | 06/13/2025     | An advisory (non-binding) vote to approve compensation of our named executive officers.                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          10191 |                0 | AGAINST     |                                    10191 | AGAINST                     |  |
| MASTERCARD INCORPORATED               | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            270 |                0 | FOR         |                                      270 | FOR                         |  |
| MCDONALD'S CORPORATION                | 580135101 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           1315 |                0 | FOR         |                                     1315 | FOR                         |  |
| MEDTRONIC PLC                         | G5960L103 | 10/17/2024     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |             49 |                0 | FOR         |                                       49 | FOR                         |  |
| MERCK  CO., INC.                      | 58933Y105 | 05/27/2025     | Non-binding advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           1052 |                0 | FOR         |                                     1052 | FOR                         |  |
| META PLATFORMS, INC.                  | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           1025 |                0 | FOR         |                                     1025 | FOR                         |  |
| META PLATFORMS, INC.                  | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years.                                                                            | SECTION 14A SAY-ON-PAY VOTES |           1025 |                0 | ONE YEAR    |                                     1025 | AGAINST                     |  |
| MICROSOFT CORPORATION                 | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          64819 |                0 | FOR         |                                    64819 | FOR                         |  |
| MONDELEZ INTERNATIONAL, INC.          | 609207105 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           4963 |                0 | FOR         |                                     4963 | FOR                         |  |
| MONSTER BEVERAGE CORPORATION          | 61174X109 | 06/12/2025     | Proposal to approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         254555 |                0 | FOR         |                                   254555 | FOR                         |  |
| NETFLIX, INC.                         | 64110L106 | 06/05/2025     | Advisory approval of named executive officer compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          10828 |                0 | FOR         |                                    10828 | FOR                         |  |
| NIKE, INC.                            | 654106103 | 09/10/2024     | To approve executive compensation by an advisory vote.                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           4133 |                0 | FOR         |                                     4133 | FOR                         |  |
| NVIDIA CORPORATION                    | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          83890 |                0 | FOR         |                                    83890 | FOR                         |  |
| ORACLE CORPORATION                    | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named Executive Officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           3239 |                0 | AGAINST     |                                     3239 | AGAINST                     |  |
| PALO ALTO NETWORKS, INC.              | 697435105 | 12/10/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          14047 |                0 | AGAINST     |                                    14047 | AGAINST                     |  |
| PALO ALTO NETWORKS, INC.              | 697435105 | 12/10/2024     | To approve, on an advisory basis, the frequency of holding future advisory votes on named executive officer compensation.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          14047 |                0 | ONE YEAR    |                                    14047 | FOR                         |  |
| PEPSICO, INC.                         | 713448108 | 05/07/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           3134 |                0 | FOR         |                                     3134 | FOR                         |  |
| PFIZER INC.                           | 717081103 | 04/24/2025     | 2025 advisory approval of executive compensation                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            150 |                0 | FOR         |                                      150 | FOR                         |  |
| PINTEREST, INC.                       | 72352L106 | 05/22/2025     | Approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          39614 |                0 | FOR         |                                    39614 | FOR                         |  |
| PRIMO BRANDS CORPORATION              | 741623102 | 05/01/2025     | Non-Binding Advisory Vote on Executive Compensation. Approval, on a non-binding advisory basis, of the compensation of Primo Brands Corporation's named executive officers.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          43076 |                0 | FOR         |                                    43076 | FOR                         |  |
| PRIMO BRANDS CORPORATION              | 741623102 | 05/01/2025     | Non-Binding Advisory Vote on the Frequency of Future Advisory Votes on Executive Compensation. Approval, on a non-binding advisory basis, of the frequency of future non-binding advisory votes on the compensation of Primo Brands Corporation's named executive officers.            | SECTION 14A SAY-ON-PAY VOTES |          43076 |                0 | ONE YEAR    |                                    43076 | FOR                         |  |
| PRIMO WATER CORPORATION               | 74167P108 | 11/04/2024     | Non-binding advisory resolution to approve, on an advisory basis, the payment of certain compensation to certain of Primo Water's executive officers that will or may become payable by Primo Water to such executive officers in connection with the consummation of the Transaction. | SECTION 14A SAY-ON-PAY VOTES |          64408 |                0 | FOR         |                                    64408 | FOR                         |  |
| QUALCOMM INCORPORATED                 | 747525103 | 03/18/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           2458 |                0 | FOR         |                                     2458 | FOR                         |  |
| RAYMOND JAMES FINANCIAL, INC.         | 754730109 | 02/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          10170 |                0 | FOR         |                                    10170 | 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 |          25659 |                0 | FOR         |                                    25659 | FOR                         |  |
| SERVICENOW, INC.                      | 81762P102 | 05/22/2025     | Advisory vote to approve ServiceNow's named executive officer compensation.                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          12900 |                0 | FOR         |                                    12900 | FOR                         |  |
| SHAKE SHACK INC.                      | 819047101 | 06/04/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            525 |                0 | FOR         |                                      525 | FOR                         |  |
| STRYKER CORPORATION                   | 863667101 | 05/08/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          37624 |                0 | FOR         |                                    37624 | FOR                         |  |
| TAKE-TWO INTERACTIVE SOFTWARE, INC.   | 874054109 | 09/18/2024     | Approval, on a non-binding advisory basis, of the compensation of the Company's "named executive officers" as disclosed in the Proxy Statement.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          91646 |                0 | AGAINST     |                                    91646 | AGAINST                     |  |
| TE CONNECTIVITY PLC                   | G87052109 | 03/12/2025     | An advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           7382 |                0 | FOR         |                                     7382 | FOR                         |  |
| TERADYNE, INC.                        | 880770102 | 05/09/2025     | To approve, on a non-binding, advisory basis, the 2024 compensation of the Company's named executive officers.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           6391 |                0 | FOR         |                                     6391 | FOR                         |  |
| TEXAS INSTRUMENTS INCORPORATED        | 882508104 | 04/17/2025     | Board proposal regarding advisory approval of the Company's executive compensation.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             62 |                0 | FOR         |                                       62 | FOR                         |  |
| THE CHARLES SCHWAB CORPORATION        | 808513105 | 05/22/2025     | Advisory approval of named executive officer compensation                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         159827 |                0 | FOR         |                                   159827 | FOR                         |  |
| THE COCA-COLA COMPANY                 | 191216100 | 04/30/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         389752 |                0 | FOR         |                                   389752 | FOR                         |  |
| THE HERSHEY COMPANY                   | 427866108 | 05/06/2025     | Approve named executive officer compensation on a non-binding advisory basis.                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            150 |                0 | FOR         |                                      150 | FOR                         |  |
| THE HOME DEPOT, INC.                  | 437076102 | 05/22/2025     | Advisory vote to approve executive compensation ("say-on-pay")                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           3250 |                0 | FOR         |                                     3250 | FOR                         |  |
| THE PROCTER  GAMBLE COMPANY           | 742718109 | 10/08/2024     | Advisory Vote to Approve the Company's Executive Compensation (the "Say on Pay" vote).                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           3363 |                0 | FOR         |                                     3363 | FOR                         |  |
| THE SHERWIN-WILLIAMS COMPANY          | 824348106 | 04/16/2025     | Advisory approval of the compensation of the named executive officers.                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           1185 |                0 | FOR         |                                     1185 | FOR                         |  |
| THE TJX COMPANIES, INC.               | 872540109 | 06/10/2025     | Advisory approval of TJX's executive compensation (the say-on-pay vote)                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           6274 |                0 | FOR         |                                     6274 | FOR                         |  |
| THERMO FISHER SCIENTIFIC INC.         | 883556102 | 05/21/2025     | An advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          10355 |                0 | AGAINST     |                                    10355 | AGAINST                     |  |
| TRANSUNION                            | 89400J107 | 05/07/2025     | To approve, on a non-binding advisory basis, the compensation of TransUnion's named executive officers.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          14008 |                0 | FOR         |                                    14008 | FOR                         |  |
| UBER TECHNOLOGIES, INC.               | 90353T100 | 05/05/2025     | Advisory vote to approve 2024 named executive officer compensation.                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         145169 |                0 | FOR         |                                   145169 | FOR                         |  |
| UMH PROPERTIES, INC.                  | 903002103 | 05/28/2025     | An advisory resolution to approve the compensation of the Company's executive officers for the year ended December 31, 2024.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           6900 |                0 | FOR         |                                     6900 | FOR                         |  |
| UNITEDHEALTH GROUP INCORPORATED       | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          14255 |                0 | FOR         |                                    14255 | FOR                         |  |
| V.F. CORPORATION                      | 918204108 | 07/23/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |             32 |                0 | FOR         |                                       32 | FOR                         |  |
| VISA INC.                             | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          56683 |                0 | FOR         |                                    56683 | FOR                         |  |
| WALMART INC.                          | 931142103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           3000 |                0 | FOR         |                                     3000 | FOR                         |  |
| WORKDAY, INC.                         | 98138H101 | 06/04/2025     | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          30588 |                0 | AGAINST     |                                    30588 | AGAINST                     |  |
| ZOETIS INC.                           | 98978V103 | 05/21/2025     | Advisory vote to approve our executive compensation.                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          76620 |                0 | FOR         |                                    76620 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** MONTAG  CALDWELL, LLC

**By (Signature):** Rebecca M. Keister

**By (Printed Signature):** Rebecca M. Keister

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

**Date:** 08/28/2025