# EDGAR Filing Document

**Accession Number:** 0001960860
**File Stem:** 0001960860-25-000004
**Filing Date:** 2025-8
**Character Count:** 70827
**Document Hash:** 27f0788fa020fc4c9cc49945d42ff5a4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001960860-25-000004.hdr.sgml**: 20250811

**ACCESSION NUMBER**: 0001960860-25-000004

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250811

**EFFECTIVENESS DATE**: 20250811

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Canopy Partners, LLC
- **CENTRAL INDEX KEY:** 0001960860

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23940
- **FILM NUMBER:** 251200878

**BUSINESS ADDRESS:**
- **STREET 1:** 3825 EDWARDS ROAD
- **STREET 2:** SUITE 420
- **CITY:** CINCINNATI
- **STATE:** OH
- **ZIP:** 45209
- **BUSINESS PHONE:** 513-404-2604

**MAIL ADDRESS:**
- **STREET 1:** 3825 EDWARDS ROAD
- **STREET 2:** SUITE 420
- **CITY:** CINCINNATI
- **STATE:** OH
- **ZIP:** 45209

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

## N-PX: Filer Information

**Filer CIK:** 0001960860

**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:** Canopy Partners, LLC

**Address:** 3825 EDWARDS ROAD, CINCINNATI, OH 45209

**Telephone number:** 513-766-3770

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-23940

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| LINDE PLC                                | G54950103 | 07/30/2024     | Authorize Board to Fix Remuneration of External Auditor(s)                 | SECTION 14A SAY-ON-PAY VOTES |             38 |                0 | FOR         |                                       38 | FOR                         |  |
| LINDE PLC                                | G54950103 | 07/30/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |             38 |                0 | FOR         |                                       38 | FOR                         |  |
| THE J. M. SMUCKER COMPANY                | 832696405 | 08/14/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            357 |                0 | FOR         |                                      357 | FOR                         |  |
| HELEN OF TROY LIMITED                    | G4388N106 | 08/21/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1016 |                0 | FOR         |                                     1016 | FOR                         |  |
| HELEN OF TROY LIMITED                    | G4388N106 | 08/21/2024     | Approve Auditors and Authorize Board to Fix Their Remuneration             | SECTION 14A SAY-ON-PAY VOTES |           1016 |                0 | FOR         |                                     1016 | FOR                         |  |
| NIKE, Inc.                               | 654106103 | 09/10/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           4065 |                0 | FOR         |                                     4065 | FOR                         |  |
| NIKE, Inc.                               | 654106103 | 09/10/2024     | Gender Pay Gap                                                             | SECTION 14A SAY-ON-PAY VOTES |           4065 |                0 | AGAINST     |                                     4065 | FOR                         |  |
| CONAGRA BRANDS, INC.                     | 205887102 | 09/18/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1300 |                0 | FOR         |                                     1300 | FOR                         |  |
| GENERAL MILLS, INC.                      | 370334104 | 09/24/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1300 |                0 | FOR         |                                     1300 | FOR                         |  |
| THE PROCTER  GAMBLE COMPANY              | 742718109 | 10/08/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           5029 |                0 | FOR         |                                     5029 | FOR                         |  |
| THE PROCTER  GAMBLE COMPANY              | 742718109 | 10/08/2024     | Gender Pay Gap                                                             | SECTION 14A SAY-ON-PAY VOTES |           5029 |                0 | AGAINST     |                                     5029 | FOR                         |  |
| AUTOMATIC DATA PROCESSING, INC.          | 053015103 | 11/06/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           5986 |                0 | FOR         |                                     5986 | FOR                         |  |
| BROADRIDGE FINANCIAL SOLUTIONS, INC.     | 11133T103 | 11/14/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            563 |                0 | FOR         |                                      563 | FOR                         |  |
| VIATRIS INC.                             | 92556V106 | 12/06/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1064 |                0 | FOR         |                                     1064 | FOR                         |  |
| VIATRIS INC.                             | 92556V106 | 12/06/2024     | Amend Omnibus Stock Plan                                                   | SECTION 14A SAY-ON-PAY VOTES |           1064 |                0 | FOR         |                                     1064 | FOR                         |  |
| COPART, INC.                             | 217204106 | 12/06/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           2844 |                0 | FOR         |                                     2844 | FOR                         |  |
| PALO ALTO NETWORKS, INC.                 | 697435105 | 12/10/2024     | Advisory Vote on Say on Pay Frequency                                      | SECTION 14A SAY-ON-PAY VOTES |            657 |                0 | FOR         |                                      657 | FOR                         |  |
| PALO ALTO NETWORKS, INC.                 | 697435105 | 12/10/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            657 |                0 | FOR         |                                      657 | FOR                         |  |
| PALO ALTO NETWORKS, INC.                 | 697435105 | 12/10/2024     | Amend Omnibus Stock Plan                                                   | SECTION 14A SAY-ON-PAY VOTES |            657 |                0 | FOR         |                                      657 | FOR                         |  |
| MICROSOFT CORPORATION                    | 594918104 | 12/10/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          10684 |                0 | FOR         |                                    10684 | FOR                         |  |
| MICRON TECHNOLOGY, INC.                  | 595112103 | 01/16/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            187 |                0 | FOR         |                                      187 | FOR                         |  |
| MICRON TECHNOLOGY, INC.                  | 595112103 | 01/16/2025     | Approve Omnibus Stock Plan                                                 | SECTION 14A SAY-ON-PAY VOTES |            187 |                0 | FOR         |                                      187 | FOR                         |  |
| D.R. HORTON, INC.                        | 23331A109 | 01/16/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |              3 |                0 | FOR         |                                        3 | FOR                         |  |
| NEW JERSEY RESOURCES CORPORATION         | 646025106 | 01/21/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1800 |                0 | FOR         |                                     1800 | FOR                         |  |
| AIR PRODUCTS AND CHEMICALS, INC.         | 009158106 | 01/23/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |              2 |                0 | FOR         |                                        2 | FOR                         |  |
| COSTCO WHOLESALE CORPORATION             | 22160K105 | 01/23/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            867 |                0 | FOR         |                                      867 | FOR                         |  |
| INTUIT INC.                              | 461202103 | 01/23/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |             22 |                0 | FOR         |                                       22 | FOR                         |  |
| BECTON, DICKINSON AND COMPANY            | 075887109 | 01/28/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |             28 |                0 | FOR         |                                       28 | FOR                         |  |
| VALVOLINE INC.                           | 92047W101 | 01/28/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |             52 |                0 | FOR         |                                       52 | FOR                         |  |
| VISA INC.                                | 92826C839 | 01/28/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           2671 |                0 | FOR         |                                     2671 | FOR                         |  |
| DOLBY LABORATORIES, INC.                 | 25659T107 | 02/04/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |             37 |                0 | FOR         |                                       37 | FOR                         |  |
| DOLBY LABORATORIES, INC.                 | 25659T107 | 02/04/2025     | Advisory Vote on Say on Pay Frequency                                      | SECTION 14A SAY-ON-PAY VOTES |             37 |                0 | FOR         |                                       37 | FOR                         |  |
| EMERSON ELECTRIC CO.                     | 291011104 | 02/04/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           3225 |                0 | FOR         |                                     3225 | FOR                         |  |
| EMERSON ELECTRIC CO.                     | 291011104 | 02/04/2025     | Approve Qualified Employee Stock Purchase Plan                             | SECTION 14A SAY-ON-PAY VOTES |           3225 |                0 | FOR         |                                     3225 | FOR                         |  |
| TYSON FOODS, INC.                        | 902494103 | 02/06/2025     | Amend Omnibus Stock Plan                                                   | SECTION 14A SAY-ON-PAY VOTES |             10 |                0 | FOR         |                                       10 | FOR                         |  |
| ACCENTURE PLC                            | G1151C101 | 02/06/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           4208 |                0 | FOR         |                                     4208 | FOR                         |  |
| ACCENTURE PLC                            | G1151C101 | 02/06/2025     | Approve Auditors and Authorize Board to Fix Their Remuneration             | SECTION 14A SAY-ON-PAY VOTES |           4208 |                0 | FOR         |                                     4208 | FOR                         |  |
| APPLE INC.                               | 037833100 | 02/25/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          30344 |                0 | FOR         |                                    30344 | FOR                         |  |
| DEERE  COMPANY                           | 244199105 | 02/26/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1650 |                0 | FOR         |                                     1650 | FOR                         |  |
| FAIR ISAAC CORPORATION                   | 303250104 | 03/05/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            395 |                0 | FOR         |                                      395 | FOR                         |  |
| TRANSDIGM GROUP INCORPORATED             | 893641100 | 03/06/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            682 |                0 | FOR         |                                      682 | FOR                         |  |
| STARBUCKS CORPORATION                    | 855244109 | 03/12/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           5433 |                0 | FOR         |                                     5433 | FOR                         |  |
| ANALOG DEVICES, INC.                     | 032654105 | 03/12/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           2986 |                0 | FOR         |                                     2986 | FOR                         |  |
| QUALCOMM INCORPORATED                    | 747525103 | 03/18/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| QUALCOMM INCORPORATED                    | 747525103 | 03/18/2025     | Amend Omnibus Stock Plan                                                   | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| THE WALT DISNEY COMPANY                  | 254687106 | 03/20/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            178 |                0 | FOR         |                                      178 | FOR                         |  |
| THE TORONTO-DOMINION BANK                | 891160509 | 04/10/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            772 |                0 | FOR         |                                      772 | FOR                         |  |
| U.S. BANCORP                             | 902973304 | 04/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          17303 |                0 | FOR         |                                    17303 | FOR                         |  |
| NESTLE S.A.                              | 641069406 | 04/16/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            800 |                0 | FOR         |                                      800 | FOR                         |  |
| NESTLE S.A.                              | 641069406 | 04/16/2025     | Elect Member of Remuneration Committee                                     | SECTION 14A SAY-ON-PAY VOTES |            800 |                0 | FOR         |                                      800 | FOR                         |  |
| NESTLE S.A.                              | 641069406 | 04/16/2025     | Elect Member of Remuneration Committee                                     | SECTION 14A SAY-ON-PAY VOTES |            800 |                0 | FOR         |                                      800 | FOR                         |  |
| NESTLE S.A.                              | 641069406 | 04/16/2025     | Elect Member of Remuneration Committee                                     | SECTION 14A SAY-ON-PAY VOTES |            800 |                0 | FOR         |                                      800 | FOR                         |  |
| NESTLE S.A.                              | 641069406 | 04/16/2025     | Elect Member of Remuneration Committee                                     | SECTION 14A SAY-ON-PAY VOTES |            800 |                0 | FOR         |                                      800 | FOR                         |  |
| NESTLE S.A.                              | 641069406 | 04/16/2025     | Approve Remuneration of Directors and/or Committee Members                 | SECTION 14A SAY-ON-PAY VOTES |            800 |                0 | FOR         |                                      800 | FOR                         |  |
| NESTLE S.A.                              | 641069406 | 04/16/2025     | Approve Remuneration of Executive Directors and/or Non-Executive Directors | SECTION 14A SAY-ON-PAY VOTES |            800 |                0 | FOR         |                                      800 | FOR                         |  |
| PPG INDUSTRIES, INC.                     | 693506107 | 04/17/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            940 |                0 | FOR         |                                      940 | FOR                         |  |
| PPG INDUSTRIES, INC.                     | 693506107 | 04/17/2025     | Submit Severance Agreement to Shareholder Vote                             | SECTION 14A SAY-ON-PAY VOTES |            940 |                0 | AGAINST     |                                      940 | FOR                         |  |
| BP P.L.C.                                | 055622104 | 04/17/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |              1 |                0 | FOR         |                                        1 | FOR                         |  |
| BP P.L.C.                                | 055622104 | 04/17/2025     | Authorize Board to Fix Remuneration of External Auditor(s)                 | SECTION 14A SAY-ON-PAY VOTES |              1 |                0 | FOR         |                                        1 | FOR                         |  |
| BP P.L.C.                                | 055622104 | 04/17/2025     | Approve Restricted Stock Plan                                              | SECTION 14A SAY-ON-PAY VOTES |              1 |                0 | FOR         |                                        1 | FOR                         |  |
| BP P.L.C.                                | 055622104 | 04/17/2025     | Approve Bonus/Share Matching Plan                                          | SECTION 14A SAY-ON-PAY VOTES |              1 |                0 | FOR         |                                        1 | FOR                         |  |
| TEXAS INSTRUMENTS INCORPORATED           | 882508104 | 04/17/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            201 |                0 | FOR         |                                      201 | FOR                         |  |
| L3HARRIS TECHNOLOGIES, INC.              | 502431109 | 04/18/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            146 |                0 | FOR         |                                      146 | FOR                         |  |
| BROADCOM INC                             | 11135F101 | 04/21/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| BANK OF AMERICA CORPORATION              | 060505104 | 04/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          23387 |                0 | FOR         |                                    23387 | FOR                         |  |
| BANK OF AMERICA CORPORATION              | 060505104 | 04/22/2025     | Amend Omnibus Stock Plan                                                   | SECTION 14A SAY-ON-PAY VOTES |          23387 |                0 | FOR         |                                    23387 | FOR                         |  |
| PUBLIC SERVICE ENTERPRISE GROUP INC.     | 744573106 | 04/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            913 |                0 | FOR         |                                      913 | FOR                         |  |
| ADOBE INC.                               | 00724F101 | 04/22/2025     | Amend Omnibus Stock Plan                                                   | SECTION 14A SAY-ON-PAY VOTES |            748 |                0 | FOR         |                                      748 | FOR                         |  |
| ADOBE INC.                               | 00724F101 | 04/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            748 |                0 | FOR         |                                      748 | FOR                         |  |
| ADOBE INC.                               | 00724F101 | 04/22/2025     | Submit Severance Agreement to Shareholder Vote                             | SECTION 14A SAY-ON-PAY VOTES |            748 |                0 | AGAINST     |                                      748 | FOR                         |  |
| ASML HOLDINGS N.V.                       | N07059210 | 04/23/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            275 |                0 | FOR         |                                      275 | FOR                         |  |
| ASML HOLDINGS N.V.                       | N07059210 | 04/23/2025     | Approve Share Plan Grant                                                   | SECTION 14A SAY-ON-PAY VOTES |            275 |                0 | FOR         |                                      275 | FOR                         |  |
| ASML HOLDINGS N.V.                       | N07059210 | 04/23/2025     | Approve Remuneration Policy                                                | SECTION 14A SAY-ON-PAY VOTES |            275 |                0 | FOR         |                                      275 | FOR                         |  |
| ASML HOLDINGS N.V.                       | N07059210 | 04/23/2025     | Approve Remuneration of Directors and/or Committee Members                 | SECTION 14A SAY-ON-PAY VOTES |            275 |                0 | FOR         |                                      275 | FOR                         |  |
| THE PNC FINANCIAL SERVICES GROUP, INC.   | 693475105 | 04/23/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           7200 |                0 | FOR         |                                     7200 | FOR                         |  |
| EATON CORPORATION PLC                    | G29183103 | 04/23/2025     | Approve Auditors and Authorize Board to Fix Their Remuneration             | SECTION 14A SAY-ON-PAY VOTES |           1245 |                0 | FOR         |                                     1245 | FOR                         |  |
| EATON CORPORATION PLC                    | G29183103 | 04/23/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1245 |                0 | FOR         |                                     1245 | FOR                         |  |
| THE GOLDMAN SACHS GROUP, INC.            | 38141G104 | 04/23/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            250 |                0 | FOR         |                                      250 | FOR                         |  |
| THE GOLDMAN SACHS GROUP, INC.            | 38141G104 | 04/23/2025     | Amend Omnibus Stock Plan                                                   | SECTION 14A SAY-ON-PAY VOTES |            250 |                0 | FOR         |                                      250 | FOR                         |  |
| THE BOEING COMPANY                       | 097023105 | 04/24/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1206 |                0 | FOR         |                                     1206 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/24/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          30085 |                0 | FOR         |                                    30085 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/24/2025     | Submit Severance Agreement to Shareholder Vote                             | SECTION 14A SAY-ON-PAY VOTES |          30085 |                0 | AGAINST     |                                    30085 | FOR                         |  |
| JOHNSON  JOHNSON                         | 478160104 | 04/24/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           8414 |                0 | FOR         |                                     8414 | FOR                         |  |
| JOHNSON  JOHNSON                         | 478160104 | 04/24/2025     | Submit Severance Agreement to Shareholder Vote                             | SECTION 14A SAY-ON-PAY VOTES |           8414 |                0 | AGAINST     |                                     8414 | FOR                         |  |
| ABBOTT LABORATORIES                      | 002824100 | 04/25/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          11225 |                0 | FOR         |                                    11225 | FOR                         |  |
| HANESBRANDS INC.                         | 410345102 | 04/29/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            400 |                0 | FOR         |                                      400 | FOR                         |  |
| HANESBRANDS INC.                         | 410345102 | 04/29/2025     | Amend Omnibus Stock Plan                                                   | SECTION 14A SAY-ON-PAY VOTES |            400 |                0 | FOR         |                                      400 | FOR                         |  |
| WELLS FARGO  COMPANY                     | 949746101 | 04/29/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           2000 |                0 | FOR         |                                     2000 | FOR                         |  |
| AMERICAN EXPRESS COMPANY                 | 025816109 | 04/29/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           4040 |                0 | FOR         |                                     4040 | FOR                         |  |
| COTERRA ENERGY INC.                      | 127097103 | 04/30/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            416 |                0 | FOR         |                                      416 | FOR                         |  |
| THE COCA-COLA COMPANY                    | 191216100 | 04/30/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           5340 |                0 | FOR         |                                     5340 | FOR                         |  |
| SOLVENTUM CORPORATION                    | 83444M101 | 04/30/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            442 |                0 | FOR         |                                      442 | FOR                         |  |
| SOLVENTUM CORPORATION                    | 83444M101 | 04/30/2025     | Advisory Vote on Say on Pay Frequency                                      | SECTION 14A SAY-ON-PAY VOTES |            442 |                0 | FOR         |                                      442 | FOR                         |  |
| MARATHON PETROLEUM CORPORATION           | 56585A102 | 04/30/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           5356 |                0 | FOR         |                                     5356 | FOR                         |  |
| NRG ENERGY, INC.                         | 629377508 | 05/01/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |             65 |                0 | FOR         |                                       65 | FOR                         |  |
| RTX CORPORATION                          | 75513E101 | 05/01/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            125 |                0 | FOR         |                                      125 | FOR                         |  |
| DUKE ENERGY CORPORATION                  | 26441C204 | 05/01/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           2060 |                0 | FOR         |                                     2060 | FOR                         |  |
| CORNING INCORPORATED                     | 219350105 | 05/01/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            725 |                0 | FOR         |                                      725 | FOR                         |  |
| BERKSHIRE HATHAWAY INC.                  | 084670702 | 05/03/2025     | Report on Pay Disparity                                                    | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | AGAINST     |                                      100 | FOR                         |  |
| BERKSHIRE HATHAWAY INC.                  | 084670108 | 05/03/2025     | Report on Pay Disparity                                                    | SECTION 14A SAY-ON-PAY VOTES |              6 |                0 | AGAINST     |                                        6 | FOR                         |  |
| UBER TECHNOLOGIES, INC.                  | 90353T100 | 05/05/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           5654 |                0 | FOR         |                                     5654 | FOR                         |  |
| DANAHER CORPORATION                      | 235851102 | 05/06/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1496 |                0 | FOR         |                                     1496 | FOR                         |  |
| GE AEROSPACE                             | 369604301 | 05/06/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          32166 |                0 | FOR         |                                    32166 | FOR                         |  |
| GE AEROSPACE                             | 369604301 | 05/06/2025     | Submit Severance Agreement to Shareholder Vote                             | SECTION 14A SAY-ON-PAY VOTES |          32166 |                0 | AGAINST     |                                    32166 | FOR                         |  |
| INTEL CORPORATION                        | 458140100 | 05/06/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           2987 |                0 | FOR         |                                     2987 | FOR                         |  |
| INTEL CORPORATION                        | 458140100 | 05/06/2025     | Amend Omnibus Stock Plan                                                   | SECTION 14A SAY-ON-PAY VOTES |           2987 |                0 | FOR         |                                     2987 | FOR                         |  |
| BRISTOL-MYERS SQUIBB COMPANY             | 110122108 | 05/06/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           3054 |                0 | FOR         |                                     3054 | FOR                         |  |
| ALBEMARLE CORPORATION                    | 012653101 | 05/06/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            102 |                0 | FOR         |                                      102 | FOR                         |  |
| S GLOBAL INC.                            | 78409V104 | 05/07/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |             62 |                0 | FOR         |                                       62 | FOR                         |  |
| S GLOBAL INC.                            | 78409V104 | 05/07/2025     | Clawback of Incentive Payments                                             | SECTION 14A SAY-ON-PAY VOTES |             62 |                0 | AGAINST     |                                       62 | FOR                         |  |
| ENBRIDGE INC.                            | 29250N105 | 05/07/2025     | Approve Auditors and Authorize Board to Fix Their Remuneration             | SECTION 14A SAY-ON-PAY VOTES |            471 |                0 | FOR         |                                      471 | FOR                         |  |
| ENBRIDGE INC.                            | 29250N105 | 05/07/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            471 |                0 | FOR         |                                      471 | FOR                         |  |
| PEPSICO, INC.                            | 713448108 | 05/07/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           3713 |                0 | FOR         |                                     3713 | FOR                         |  |
| GILEAD SCIENCES, INC.                    | 375558103 | 05/07/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            184 |                0 | FOR         |                                      184 | FOR                         |  |
| GILEAD SCIENCES, INC.                    | 375558103 | 05/07/2025     | Report on Pay Disparity                                                    | SECTION 14A SAY-ON-PAY VOTES |            184 |                0 | AGAINST     |                                      184 | FOR                         |  |
| GENERAL DYNAMICS CORPORATION             | 369550108 | 05/07/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            626 |                0 | FOR         |                                      626 | FOR                         |  |
| IDEXX LABORATORIES, INC.                 | 45168D104 | 05/07/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |              6 |                0 | FOR         |                                        6 | FOR                         |  |
| STRYKER CORPORATION                      | 863667101 | 05/08/2025     | Amend Omnibus Stock Plan                                                   | SECTION 14A SAY-ON-PAY VOTES |            455 |                0 | FOR         |                                      455 | FOR                         |  |
| STRYKER CORPORATION                      | 863667101 | 05/08/2025     | Amend Restricted Stock Plan                                                | SECTION 14A SAY-ON-PAY VOTES |            455 |                0 | FOR         |                                      455 | FOR                         |  |
| STRYKER CORPORATION                      | 863667101 | 05/08/2025     | Amend Qualified Employee Stock Purchase Plan                               | SECTION 14A SAY-ON-PAY VOTES |            455 |                0 | FOR         |                                      455 | FOR                         |  |
| STRYKER CORPORATION                      | 863667101 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            455 |                0 | FOR         |                                      455 | FOR                         |  |
| NUCOR CORPORATION                        | 670346105 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |             65 |                0 | FOR         |                                       65 | FOR                         |  |
| NUCOR CORPORATION                        | 670346105 | 05/08/2025     | Approve Omnibus Stock Plan                                                 | SECTION 14A SAY-ON-PAY VOTES |             65 |                0 | FOR         |                                       65 | FOR                         |  |
| ECOLAB INC.                              | 278865100 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1122 |                0 | FOR         |                                     1122 | FOR                         |  |
| UNION PACIFIC CORPORATION                | 907818108 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1550 |                0 | FOR         |                                     1550 | FOR                         |  |
| UNION PACIFIC CORPORATION                | 907818108 | 05/08/2025     | Clawback of Incentive Payments                                             | SECTION 14A SAY-ON-PAY VOTES |           1550 |                0 | AGAINST     |                                     1550 | FOR                         |  |
| TC ENERGY CORPORATION                    | 87807B107 | 05/08/2025     | Approve Auditors and Authorize Board to Fix Their Remuneration             | SECTION 14A SAY-ON-PAY VOTES |           1125 |                0 | FOR         |                                     1125 | FOR                         |  |
| TC ENERGY CORPORATION                    | 87807B107 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1125 |                0 | FOR         |                                     1125 | FOR                         |  |
| EDWARDS LIFESCIENCES CORPORATION         | 28176E108 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           6827 |                0 | FOR         |                                     6827 | FOR                         |  |
| EDWARDS LIFESCIENCES CORPORATION         | 28176E108 | 05/08/2025     | Amend Qualified Employee Stock Purchase Plan                               | SECTION 14A SAY-ON-PAY VOTES |           6827 |                0 | FOR         |                                     6827 | FOR                         |  |
| EDWARDS LIFESCIENCES CORPORATION         | 28176E108 | 05/08/2025     | Amend Non-Qualified Employee Stock Purchase Plan                           | SECTION 14A SAY-ON-PAY VOTES |           6827 |                0 | FOR         |                                     6827 | FOR                         |  |
| PROLOGIS, INC.                           | 74340W103 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1183 |                0 | FOR         |                                     1183 | FOR                         |  |
| AMEREN CORPORATION                       | 023608102 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| COLGATE-PALMOLIVE COMPANY                | 194162103 | 05/09/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            700 |                0 | FOR         |                                      700 | FOR                         |  |
| ABBVIE INC.                              | 00287Y109 | 05/09/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           2504 |                0 | FOR         |                                     2504 | FOR                         |  |
| LOCKHEED MARTIN CORPORATION              | 539830109 | 05/09/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1213 |                0 | FOR         |                                     1213 | FOR                         |  |
| LOCKHEED MARTIN CORPORATION              | 539830109 | 05/09/2025     | Submit Severance Agreement to Shareholder Vote                             | SECTION 14A SAY-ON-PAY VOTES |           1213 |                0 | AGAINST     |                                     1213 | FOR                         |  |
| 3M COMPANY                               | 88579Y101 | 05/13/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1871 |                0 | FOR         |                                     1871 | FOR                         |  |
| CONOCOPHILLIPS                           | 20825C104 | 05/13/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           5623 |                0 | FOR         |                                     5623 | FOR                         |  |
| CENTENE CORPORATION                      | 15135B101 | 05/13/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            812 |                0 | FOR         |                                      812 | FOR                         |  |
| CENTENE CORPORATION                      | 15135B101 | 05/13/2025     | Approve Omnibus Stock Plan                                                 | SECTION 14A SAY-ON-PAY VOTES |            812 |                0 | FOR         |                                      812 | FOR                         |  |
| VERALTO CORPORATION                      | 92338C103 | 05/14/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            369 |                0 | FOR         |                                      369 | FOR                         |  |
| AMERICAN TOWER CORPORATION               | 03027X100 | 05/14/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1014 |                0 | FOR         |                                     1014 | FOR                         |  |
| SOUTH BOW CORPORATION (THE "COMPANY")    | 83671M105 | 05/15/2025     | Approve Auditors and Authorize Board to Fix Their Remuneration             | SECTION 14A SAY-ON-PAY VOTES |            225 |                0 | FOR         |                                      225 | FOR                         |  |
| SOUTH BOW CORPORATION (THE "COMPANY")    | 83671M105 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            225 |                0 | FOR         |                                      225 | FOR                         |  |
| MOTOROLA SOLUTIONS, INC.                 | 620076307 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| ALTRIA GROUP, INC.                       | 02209S103 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | FOR         |                                      500 | FOR                         |  |
| ALTRIA GROUP, INC.                       | 02209S103 | 05/15/2025     | Approve Omnibus Stock Plan                                                 | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | FOR         |                                      500 | FOR                         |  |
| ALTRIA GROUP, INC.                       | 02209S103 | 05/15/2025     | Approve Non-Employee Director Omnibus Stock Plan                           | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | FOR         |                                      500 | FOR                         |  |
| CHUBB LIMITED                            | H1467J104 | 05/15/2025     | Elect Member of Remuneration Committee                                     | SECTION 14A SAY-ON-PAY VOTES |           3170 |                0 | FOR         |                                     3170 | FOR                         |  |
| CHUBB LIMITED                            | H1467J104 | 05/15/2025     | Elect Member of Remuneration Committee                                     | SECTION 14A SAY-ON-PAY VOTES |           3170 |                0 | FOR         |                                     3170 | FOR                         |  |
| CHUBB LIMITED                            | H1467J104 | 05/15/2025     | Elect Member of Remuneration Committee                                     | SECTION 14A SAY-ON-PAY VOTES |           3170 |                0 | FOR         |                                     3170 | FOR                         |  |
| CHUBB LIMITED                            | H1467J104 | 05/15/2025     | Elect Member of Remuneration Committee                                     | SECTION 14A SAY-ON-PAY VOTES |           3170 |                0 | FOR         |                                     3170 | FOR                         |  |
| CHUBB LIMITED                            | H1467J104 | 05/15/2025     | Approve Remuneration of Directors and/or Committee Members                 | SECTION 14A SAY-ON-PAY VOTES |           3170 |                0 | FOR         |                                     3170 | FOR                         |  |
| CHUBB LIMITED                            | H1467J104 | 05/15/2025     | Approve Remuneration of Executive Directors and/or Non-Executive Directors | SECTION 14A SAY-ON-PAY VOTES |           3170 |                0 | FOR         |                                     3170 | FOR                         |  |
| CHUBB LIMITED                            | H1467J104 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           3170 |                0 | FOR         |                                     3170 | FOR                         |  |
| CHUBB LIMITED                            | H1467J104 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           3170 |                0 | FOR         |                                     3170 | FOR                         |  |
| CVS HEALTH CORPORATION                   | 126650100 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| AT INC.                                  | 00206R102 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1477 |                0 | FOR         |                                     1477 | FOR                         |  |
| MORGAN STANLEY                           | 617446448 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            368 |                0 | FOR         |                                      368 | FOR                         |  |
| MORGAN STANLEY                           | 617446448 | 05/15/2025     | Amend Omnibus Stock Plan                                                   | SECTION 14A SAY-ON-PAY VOTES |            368 |                0 | FOR         |                                      368 | FOR                         |  |
| BLACKROCK, INC.                          | 09290D101 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1274 |                0 | FOR         |                                     1274 | FOR                         |  |
| AMPHENOL CORPORATION                     | 032095101 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           8400 |                0 | FOR         |                                     8400 | FOR                         |  |
| MEDPACE HOLDINGS, INC.                   | 58506Q109 | 05/16/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1100 |                0 | FOR         |                                     1100 | FOR                         |  |
| MEDPACE HOLDINGS, INC.                   | 58506Q109 | 05/16/2025     | Amend Omnibus Stock Plan                                                   | SECTION 14A SAY-ON-PAY VOTES |           1100 |                0 | FOR         |                                     1100 | FOR                         |  |
| MCDONALD'S CORPORATION                   | 580135101 | 05/20/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1973 |                0 | FOR         |                                     1973 | FOR                         |  |
| HONEYWELL INTERNATIONAL INC.             | 438516106 | 05/20/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1881 |                0 | FOR         |                                     1881 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/20/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          20456 |                0 | FOR         |                                    20456 | FOR                         |  |
| EQUINIX, INC.                            | 29444U700 | 05/21/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |             70 |                0 | FOR         |                                       70 | FOR                         |  |
| EQUINIX, INC.                            | 29444U700 | 05/21/2025     | Amend Omnibus Stock Plan                                                   | SECTION 14A SAY-ON-PAY VOTES |             70 |                0 | FOR         |                                       70 | FOR                         |  |
| AMAZON.COM, INC.                         | 023135106 | 05/21/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          27815 |                0 | FOR         |                                    27815 | FOR                         |  |
| THERMO FISHER SCIENTIFIC INC.            | 883556102 | 05/21/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            996 |                0 | FOR         |                                      996 | FOR                         |  |
| MONDELEZ INTERNATIONAL, INC.             | 609207105 | 05/21/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          15863 |                0 | FOR         |                                    15863 | FOR                         |  |
| MONDELEZ INTERNATIONAL, INC.             | 609207105 | 05/21/2025     | Approve Non-Qualified Employee Stock Purchase Plan                         | SECTION 14A SAY-ON-PAY VOTES |          15863 |                0 | FOR         |                                    15863 | FOR                         |  |
| XCEL ENERGY INC.                         | 98389B100 | 05/21/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           4341 |                0 | FOR         |                                     4341 | FOR                         |  |
| THE HOME DEPOT, INC.                     | 437076102 | 05/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            668 |                0 | FOR         |                                      668 | FOR                         |  |
| SERVICENOW, INC.                         | 81762P102 | 05/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1875 |                0 | FOR         |                                     1875 | FOR                         |  |
| THE CHARLES SCHWAB CORPORATION           | 808513105 | 05/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          12591 |                0 | FOR         |                                    12591 | FOR                         |  |
| VERIZON COMMUNICATIONS INC.              | 92343V104 | 05/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            300 |                0 | FOR         |                                      300 | FOR                         |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           6627 |                0 | FOR         |                                     6627 | FOR                         |  |
| AMGEN INC.                               | 031162100 | 05/23/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           3232 |                0 | FOR         |                                     3232 | FOR                         |  |
| THE TRADE DESK, INC.                     | 88339J105 | 05/27/2025     | Amend Omnibus Stock Plan                                                   | SECTION 14A SAY-ON-PAY VOTES |           5598 |                0 | FOR         |                                     5598 | FOR                         |  |
| THE TRADE DESK, INC.                     | 88339J105 | 05/27/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           5598 |                0 | FOR         |                                     5598 | FOR                         |  |
| MERCK  CO., INC.                         | 58933Y105 | 05/27/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           6734 |                0 | FOR         |                                     6734 | FOR                         |  |
| META PLATFORMS, INC.                     | 30303M102 | 05/28/2025     | Approve Omnibus Stock Plan                                                 | SECTION 14A SAY-ON-PAY VOTES |           4028 |                0 | FOR         |                                     4028 | FOR                         |  |
| META PLATFORMS, INC.                     | 30303M102 | 05/28/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           4028 |                0 | FOR         |                                     4028 | FOR                         |  |
| META PLATFORMS, INC.                     | 30303M102 | 05/28/2025     | Advisory Vote on Say on Pay Frequency                                      | SECTION 14A SAY-ON-PAY VOTES |           4028 |                0 | AGAINST     |                                     4028 | AGAINST                     |  |
| EXXON MOBIL CORPORATION                  | 30231G102 | 05/28/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |              1 |                0 | FOR         |                                        1 | FOR                         |  |
| CHEVRON CORPORATION                      | 166764100 | 05/28/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           5689 |                0 | FOR         |                                     5689 | FOR                         |  |
| ZIMMER BIOMET HOLDINGS, INC.             | 98956P102 | 05/29/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |             66 |                0 | FOR         |                                       66 | FOR                         |  |
| ZIMMER BIOMET HOLDINGS, INC.             | 98956P102 | 05/29/2025     | Amend Omnibus Stock Plan                                                   | SECTION 14A SAY-ON-PAY VOTES |             66 |                0 | FOR         |                                       66 | FOR                         |  |
| LOWE'S COMPANIES, INC.                   | 548661107 | 05/30/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            505 |                0 | FOR         |                                      505 | FOR                         |  |
| UNITEDHEALTH GROUP INCORPORATED          | 91324P102 | 06/02/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           2239 |                0 | FOR         |                                     2239 | FOR                         |  |
| UNITEDHEALTH GROUP INCORPORATED          | 91324P102 | 06/02/2025     | Submit Severance Agreement to Shareholder Vote                             | SECTION 14A SAY-ON-PAY VOTES |           2239 |                0 | AGAINST     |                                     2239 | FOR                         |  |
| WARNER BROS. DISCOVERY, INC.             | 934423104 | 06/02/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |             42 |                0 | FOR         |                                       42 | FOR                         |  |
| WARNER BROS. DISCOVERY, INC.             | 934423104 | 06/02/2025     | Amend Qualified Employee Stock Purchase Plan                               | SECTION 14A SAY-ON-PAY VOTES |             42 |                0 | FOR         |                                       42 | FOR                         |  |
| BOOKING HOLDINGS INC.                    | 09857L108 | 06/03/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            125 |                0 | FOR         |                                      125 | FOR                         |  |
| AIRBNB INC                               | 009066101 | 06/04/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1043 |                0 | FOR         |                                     1043 | FOR                         |  |
| NETFLIX, INC.                            | 64110L106 | 06/05/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            357 |                0 | FOR         |                                      357 | FOR                         |  |
| EMCOR GROUP, INC.                        | 29084Q100 | 06/05/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            300 |                0 | FOR         |                                      300 | FOR                         |  |
| EMCOR GROUP, INC.                        | 29084Q100 | 06/05/2025     | Amend Restricted Stock Plan                                                | SECTION 14A SAY-ON-PAY VOTES |            300 |                0 | FOR         |                                      300 | FOR                         |  |
| SALESFORCE, INC.                         | 79466L302 | 06/05/2025     | Amend Omnibus Stock Plan                                                   | SECTION 14A SAY-ON-PAY VOTES |           4547 |                0 | FOR         |                                     4547 | FOR                         |  |
| SALESFORCE, INC.                         | 79466L302 | 06/05/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           4547 |                0 | FOR         |                                     4547 | FOR                         |  |
| WALMART INC.                             | 931142103 | 06/05/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          22464 |                0 | FOR         |                                    22464 | FOR                         |  |
| WALMART INC.                             | 931142103 | 06/05/2025     | Amend Omnibus Stock Plan                                                   | SECTION 14A SAY-ON-PAY VOTES |          22464 |                0 | FOR         |                                    22464 | FOR                         |  |
| ALPHABET INC.                            | 02079K305 | 06/06/2025     | Adjust Executive Compensation Metrics for Share Buybacks                   | SECTION 14A SAY-ON-PAY VOTES |          19628 |                0 | AGAINST     |                                    19628 | FOR                         |  |
| ROPER TECHNOLOGIES, INC.                 | 776696106 | 06/10/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            550 |                0 | FOR         |                                      550 | FOR                         |  |
| TARGET CORPORATION                       | 87612E106 | 06/11/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           5453 |                0 | FOR         |                                     5453 | FOR                         |  |
| CATERPILLAR INC.                         | 149123101 | 06/11/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           2635 |                0 | FOR         |                                     2635 | FOR                         |  |
| FIDELITY NAT'L INFORMATION SERVICES,INC. | 31620M106 | 06/12/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            123 |                0 | FOR         |                                      123 | FOR                         |  |
| ETSY, INC.                               | 29786A106 | 06/17/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            350 |                0 | FOR         |                                      350 | FOR                         |  |
| COMCAST CORPORATION                      | 20030N101 | 06/18/2025     | Amend Non-Qualified Employee Stock Purchase Plan                           | SECTION 14A SAY-ON-PAY VOTES |           1290 |                0 | FOR         |                                     1290 | FOR                         |  |
| COMCAST CORPORATION                      | 20030N101 | 06/18/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1290 |                0 | FOR         |                                     1290 | FOR                         |  |
| COMCAST CORPORATION                      | 20030N101 | 06/18/2025     | Company-Specific--Compensation-Related                                     | SECTION 14A SAY-ON-PAY VOTES |           1290 |                0 | AGAINST     |                                     1290 | FOR                         |  |
| AUTODESK, INC.                           | 052769106 | 06/18/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            150 |                0 | FOR         |                                      150 | FOR                         |  |
| AUTODESK, INC.                           | 052769106 | 06/18/2025     | Amend Omnibus Stock Plan                                                   | SECTION 14A SAY-ON-PAY VOTES |            150 |                0 | FOR         |                                      150 | FOR                         |  |
| MASTERCARD INCORPORATED                  | 57636Q104 | 06/24/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           3603 |                0 | FOR         |                                     3603 | FOR                         |  |
| SENTINELONE, INC.                        | 81730H109 | 06/25/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           2978 |                0 | FOR         |                                     2978 | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/25/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           4880 |                0 | FOR         |                                     4880 | FOR                         |  |
| THE KROGER CO.                           | 501044101 | 06/26/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          83638 |                0 | FOR         |                                    83638 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Canopy Partners, LLC

**By (Signature):** Patrick D. Hayes

**By (Printed Signature):** Patrick D. Hayes

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

**Date:** 08/11/2025