# EDGAR Filing Document

**Accession Number:** 0002080218
**File Stem:** 0001420506-25-002756
**Filing Date:** 2025-9
**Character Count:** 56360
**Document Hash:** 8e9eaa7d5f6f0a3148c16b3254261469
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001420506-25-002756.hdr.sgml**: 20250929

**ACCESSION NUMBER**: 0001420506-25-002756

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20240630

**FILED AS OF DATE**: 20250929

**EFFECTIVENESS DATE**: 20250929

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Caldwell Trust Co
- **CENTRAL INDEX KEY:** 0002080218

**ORGANIZATION NAME:**
- **EIN:** 650376693
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25778
- **FILM NUMBER:** 251355375

**BUSINESS ADDRESS:**
- **STREET 1:** 1400 CENTER ROAD
- **CITY:** VENICE
- **STATE:** FL
- **ZIP:** 34292
- **BUSINESS PHONE:** 941-493-3600

**MAIL ADDRESS:**
- **STREET 1:** 1400 CENTER ROAD
- **CITY:** VENICE
- **STATE:** FL
- **ZIP:** 34292

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

## N-PX: Filer Information

**Filer CIK:** 0002080218

**Date of Report:** 06/30/2024

**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:** Caldwell Trust Co

**Address:** 1400 Center Road, Venice, FL 34292

**Telephone number:** 941-493-3600

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2024

**SEC File Number:** 028-25778

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| AEGON                 | 0076CA104 | 6/12/2024      | Annual Report and Annual Accounts 2023: Remuneration Report 2023 (This item will be subject to an advisory vote.)                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            469 |                0 | For         |                                      469 | FOR                         |  |
| AIRBNB INC            | 009066101 | 6/5/2024       | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             40 |                0 | For         |                                       40 | FOR                         |  |
| ALCON INC.            | H01301128 | 5/8/2024       | Consultative vote on the 2023 Compensation Report                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            620 |                0 | For         |                                      620 | FOR                         |  |
| AON PLC               | G0403H108 | 6/21/2024      | Advisory vote to approve the compensation of the Company's named executive officers                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           6300 |                0 | For         |                                     6300 | FOR                         |  |
| ARCHER-DANIELS-       | 039483102 | 5/23/2024      | Advisory Vote on Executive Compensation                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            600 |                0 | For         |                                      600 | FOR                         |  |
| MIDLAND COMPANY       |  |  |  |  |  |  |  |  |  |  |
| ARISTA NETWORKS, INC. | 040413106 | 6/7/2024       | Approval, on an advisory basis, of the compensation of the named executive officers                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           5918 |                0 | For         |                                     5918 | FOR                         |  |
| ATLANTA BRAVES        | 047726104 | 6/10/2024      | The say-on-pay proposal, to approve, on an advisory basis, the compensation of our named executive officers                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            229 |                0 | For         |                                      229 | FOR                         |  |
| HOLDINGS, INC.        |  |  |  |  |  |  |  |  |  |  |
| ATLANTA BRAVES        | 047726104 | 6/10/2024      | The say-on-frequency proposal, to approve, on an advisory basis, the frequency at which stockholders are required to provide an advisory vote on the compensation of our named executive officers                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            229 |                0 | 1 Year      |                                      229 | AGAINST                     |  |
| HOLDINGS, INC.        |  |  |  |  |  |  |  |  |  |  |
| BEST BUY CO., INC.    | 086516101 | 6/12/2024      | To approve in a non-binding advisory vote our named executive officer compensation                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            145 |                0 | For         |                                      145 | FOR                         |  |
| BIOGEN INC.           | 09062X103 | 6/20/2024      | Say on Pay - To hold an advisory vote on executive compensation                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            693 |                0 | For         |                                      693 | FOR                         |  |
| BLOCK, INC.           | 852234103 | 6/18/2024      | To approve, on an advisory basis, the compensation of our named executive officers                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |             69 |                0 | For         |                                       69 | FOR                         |  |
| BOOKING HOLDINGS INC. | 09857L108 | 6/4/2024       | Advisory vote to approve 2023 executive compensation                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |             17 |                0 | For         |                                       17 | FOR                         |  |
| BRIGHTHOUSE           | 10922N103 | 6/6/2024       | Advisory vote to approve the compensation paid to Brighthouse Financial's Named Executive Officers                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |             59 |                0 | For         |                                       59 | FOR                         |  |
| FINANCIAL, INC.       |  |  |  |  |  |  |  |  |  |  |
| BRIGHTHOUSE           | 10922N103 | 6/6/2024       | Advisory vote on the frequency of future advisory votes to approve the compensation paid to Brighthouse Financial's Named Executive Officers                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             59 |                0 | 1 Year      |                                       59 | FOR                         |  |
| FINANCIAL, INC.       |  |  |  |  |  |  |  |  |  |  |
| BUNGE GLOBAL SA       | H11356104 | 5/15/2024      | Advisory Vote to Approve Named Executive Officer Compensation Under U.S. Securities Law Requirements                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            445 |                0 | For         |                                      445 | FOR                         |  |
| CARMAX, INC.          | 143130102 | 6/25/2024      | To approve, in an advisory (non-binding) vote, the compensation of our named executive officers                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            300 |                0 | For         |                                      300 | FOR                         |  |
| CATALENT, INC.        | 148806102 | 5/29/2024      | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Catalent's named executive officers that is based on or otherwise relates to the Merger                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            675 |                0 | For         |                                      675 | FOR                         |  |
| CATERPILLAR INC.      | 149123101 | 6/12/2024      | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          21901 |                0 | For         |                                    21901 | FOR                         |  |
| CHENIERE ENERGY, INC. | 16411R208 | 5/23/2024      | Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2023                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            830 |                0 | For         |                                      830 | FOR                         |  |
| CHIPOTLE MEXICAN      | 169656105 | 6/6/2024       | 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 |            202 |                0 | For         |                                      202 | FOR                         |  |
| GRILL, INC.           |  |  |  |  |  |  |  |  |  |  |
| CODORUS VALLEY        | 192025104 | 5/30/2024      | Approval, on a Non-binding, Advisory Basis, of CVLY Executive Officer Compensation. To consider and vote upon a proposal to approve, on a non-binding, advisory basis, the compensation that may become payable to CVLY's named executive officers that is based on or otherwise relates to the merger (the ''CVLY compensation proposal'') | SECTION 14A SAY-ON-PAY VOTES |            884 |                0 | For         |                                      884 | FOR                         |  |
| BANCORP, INC.         |  |  |  |  |  |  |  |  |  |  |
| COGNIZANT             | 192446102 | 6/4/2024       | Approve, on an advisory (non-binding) basis, the compensation of the company's named executive officers (say-on-pay)                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            900 |                0 | For         |                                      900 | FOR                         |  |
| TECHNOLOGY            |  |  |  |  |  |  |  |  |  |  |
| SOLUTIONS CORP.       |  |  |  |  |  |  |  |  |  |  |
| COUPANG, INC.         | 22266T109 | 6/13/2024      | To consider a non-binding vote to approve the compensation of Coupang, Inc.'s named executive officers                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           4000 |                0 | For         |                                     4000 | FOR                         |  |
| CRISPR THERAPEUTICS   | H17182108 | 5/30/2024      | Non-binding advisory vote on the compensation paid to the Company's named executive officers under U.S. securities law requirements                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            165 |                0 | For         |                                      165 | FOR                         |  |
| AG                    |  |  |  |  |  |  |  |  |  |  |
| CROWDSTRIKE           | 22788C105 | 6/18/2024      | To approve, on an advisory basis, the compensation of CrowdStrike's named executive officers                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            192 |                0 | For         |                                      192 | FOR                         |  |
| HOLDINGS, INC.        |  |  |  |  |  |  |  |  |  |  |
| DELL TECHNOLOGIES     | 24703L202 | 6/27/2024      | Approval, on an advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            340 |                0 | For         |                                      340 | FOR                         |  |
| INC.                  |  |  |  |  |  |  |  |  |  |  |
| DEVON ENERGY          | 25179M103 | 6/5/2024       | Advisory vote to Approve Executive Compensation                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           1785 |                0 | For         |                                     1785 | FOR                         |  |
| CORPORATION           |  |  |  |  |  |  |  |  |  |  |
| DIGITAL REALTY TRUST, | 253868103 | 6/7/2024       | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers, as more fully described in the accompanying Proxy Statement (Say-on-Pay)                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           2306 |                0 | For         |                                     2306 | FOR                         |  |
| INC.                  |  |  |  |  |  |  |  |  |  |  |
| EXPEDIA GROUP, INC.   | 30212P303 | 6/25/2024      | Approval, on an advisory basis, of the compensation of Expedia Group's named executive officers                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            560 |                0 | For         |                                      560 | FOR                         |  |
| EXXON MOBIL           | 30231G102 | 5/29/2024      | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          92172 |                0 | For         |                                    92172 | FOR                         |  |
| CORPORATION           |  |  |  |  |  |  |  |  |  |  |
| FIDELITY NAT'L        | 31620M106 | 6/5/2024       | To approve, on an advisory basis, the compensation of the Company's named executive officers                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           7309 |                0 | For         |                                     7309 | FOR                         |  |
| INFORMATION           |  |  |  |  |  |  |  |  |  |  |
| SERVICES,INC.         |  |  |  |  |  |  |  |  |  |  |
| FORTINET, INC.        | 34959E109 | 6/14/2024      | Advisory vote to approve named executive officer compensation, as disclosed in the Proxy Statement                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           1125 |                0 | For         |                                     1125 | FOR                         |  |
| FORTIVE CORPORATION   | 34959J108 | 6/4/2024       | To approve on an advisory basis Fortive's named executive officer compensation                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            363 |                0 | For         |                                      363 | FOR                         |  |
| FREEPORT-MCMORAN      | 35671D857 | 6/11/2024      | Approval, on an advisory basis, of the compensation of our named executive officers                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | For         |                                     1000 | FOR                         |  |
| INC.                  |  |  |  |  |  |  |  |  |  |  |
| GARMIN LTD            | H2906T109 | 6/7/2024       | Advisory vote on the compensation of Garmin's Named Executive Officers                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            350 |                0 | For         |                                      350 | FOR                         |  |
| GARTNER, INC.         | 366651107 | 6/6/2024       | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | For         |                                      200 | FOR                         |  |
| GENERAC HOLDINGS      | 368736104 | 6/13/2024      | Advisory vote on the non-binding ''say-on-pay'' resolution to approve the compensation of our executive officers                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             24 |                0 | For         |                                       24 | FOR                         |  |
| INC.                  |  |  |  |  |  |  |  |  |  |  |
| GENERAL MOTORS        | 37045V100 | 6/4/2024       | Advisory Approval of Named Executive Officer Compensation                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           3600 |                0 | For         |                                     3600 | FOR                         |  |
| COMPANY               |  |  |  |  |  |  |  |  |  |  |
| GXO LOGISTICS, INC.   | 36262G101 | 5/21/2024      | Advisory Vote to Approve Executive Compenstion - To conduct an advisory vote to approve the executive compensation of the company's named executive officers (''NEOs''), as disclosed in this Proxy Statement                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           3175 |                0 | For         |                                     3175 | FOR                         |  |
| HCI GROUP, INC.       | 40416E103 | 6/11/2024      | Approval, on an advisory basis, of the compensation of the named executive officers                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            801 |                0 | For         |                                      801 | FOR                         |  |
| HELIOS TECHNOLOGIES,  | 42328H109 | 6/6/2024       | Approval, on an advisory basis, of the compensation of our named executive officers                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           1400 |                0 | For         |                                     1400 | FOR                         |  |
| INC.                  |  |  |  |  |  |  |  |  |  |  |
| HESS CORPORATION      | 42809H107 | 5/28/2024      | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Hess' named executive officers that is based on or otherwise related to the merger                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | No Vote     |                                        0 | NONE                        |  |
| IAC INC.              | 44891N208 | 6/11/2024      | To approve a non-binding advisory vote on IAC's 2023 executive compensation                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            475 |                0 | For         |                                      475 | FOR                         |  |
| IMAX CORPORATION      | 45245E109 | 6/6/2024       | Advisory Vote on Named Executive Officer Compensation- Approval, on an advisory basis, of the compensation of the Company's Named Executive Officers as set forth in the accompanying Proxy Circular and Proxy Statement                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             25 |                0 | For         |                                       25 | FOR                         |  |
| INTEST CORPORATION    | 461147100 | 6/20/2024      | Approval, on an advisory basis, of the compensation of our named executive officers                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | For         |                                      200 | FOR                         |  |
| KEURIG DR PEPPER INC. | 49271V100 | 6/10/2024      | To approve, on an advisory basis, Keurig Dr Pepper Inc. 's executive compensation                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            411 |                0 | For         |                                      411 | FOR                         |  |
| LIVE NATION           | 538034109 | 6/13/2024      | To hold an advisory vote on the company's executive compensation                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             49 |                0 | For         |                                       49 | FOR                         |  |
| ENTERTAINMENT, INC.   |  |  |  |  |  |  |  |  |  |  |
| LULULEMON ATHLETICA   | 550021109 | 6/6/2024       | To approve, on an advisory basis, the compensation of the Company's named executive officers                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           2836 |                0 | For         |                                     2836 | FOR                         |  |
| INC.                  |  |  |  |  |  |  |  |  |  |  |
| LYONDELLBASELL        | N53745100 | 5/24/2024      | Advisory Vote Approving Executive Compensation (Say-On-Pay)                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            750 |                0 | For         |                                      750 | FOR                         |  |
| INDUSTRIES N.V.       |  |  |  |  |  |  |  |  |  |  |
| MACY'S INC.           | 55616P104 | 5/17/2024      | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            250 |                0 | For         |                                      250 | FOR                         |  |
| MAPLEBEAR INC.        | 565394103 | 5/29/2024      | To approve, on a non-binding, advisory basis, the compensation of our named executive officers                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |             81 |                0 | For         |                                       81 | FOR                         |  |
| MAPLEBEAR INC.        | 565394103 | 5/29/2024      | To determine, on a non-binding, advisory basis, the frequency of future stockholder advisory votes on the compensation of our named executive officers                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |             81 |                0 | 1 Year      |                                       81 | FOR                         |  |
| MARVELL TECHNOLOGY,   | 573874104 | 6/20/2024      | An advisory (non-binding) vote to approve compensation of our named executive officers                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            128 |                0 | For         |                                      128 | FOR                         |  |
| INC.                  |  |  |  |  |  |  |  |  |  |  |
| MASTERBRAND INC       | 57638P104 | 6/5/2024       | Advisory resolution to approve executive compensation of the Company's named executive officers                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | For         |                                      200 | FOR                         |  |
| MASTERCARD            | 57636Q104 | 6/18/2024      | Advisory approval of Mastercard's executive compensation                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          25308 |                0 | For         |                                    25308 | FOR                         |  |
| INCORPORATED          |  |  |  |  |  |  |  |  |  |  |
| MATCH GROUP, INC.     | 57667L107 | 6/21/2024      | To approve a non-binding advisory resolution on executive compensation                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           1025 |                0 | For         |                                     1025 | FOR                         |  |
| METLIFE, INC.         | 59156R108 | 6/18/2024      | Advisory (non-binding) vote to approve the compensation paid to MetLife, Inc.'s Named Executive Officers                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           2622 |                0 | For         |                                     2622 | FOR                         |  |
| MONSTER BEVERAGE      | 61174X109 | 6/13/2024      | Proposal to approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           5466 |                0 | For         |                                     5466 | FOR                         |  |
| CORPORATION           |  |  |  |  |  |  |  |  |  |  |
| NASDAQ, INC.          | 631103108 | 6/11/2024      | Advisory vote to approve the Company's executive compensation as presented in the Proxy Statement                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            687 |                0 | For         |                                      687 | FOR                         |  |
| NETFLIX, INC.         | 64110L106 | 6/6/2024       | Advisory approval of named executive officer compensation                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           3277 |                0 | For         |                                     3277 | FOR                         |  |
| NEW YORK COMMUNITY    | 649445103 | 6/5/2024       | An advisory vote to approve compensation for our executive officers disclosed in the accompanying Proxy Statement                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           4500 |                0 | For         |                                     4500 | FOR                         |  |
| BANCORP, INC.         |  |  |  |  |  |  |  |  |  |  |
| NU SKIN ENTERPRISES,  | 67018T105 | 6/5/2024       | Advisory approval of our executive compensation                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            488 |                0 | For         |                                      488 | FOR                         |  |
| INC.                  |  |  |  |  |  |  |  |  |  |  |
| NVIDIA CORPORATION    | 67066G104 | 6/26/2024      | Advisory approval of our executive compensation                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          50825 |                0 | For         |                                    50825 | FOR                         |  |
| NXP SEMICONDUCTORS    | N6596X109 | 5/29/2024      | Non-binding, advisory vote to approve Named Executive Officer compensation                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           7519 |                0 | For         |                                     7519 | FOR                         |  |
| N.V.                  |  |  |  |  |  |  |  |  |  |  |
| OKTA, INC.            | 679295105 | 6/20/2024      | To approve, on an advisory non-binding basis, the compensation of our named executive officers                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | For         |                                      100 | FOR                         |  |
| ORGANON  CO.          | 68622V106 | 6/4/2024       | Approve, on a non-binding advisory basis, the compensation of Organon's Named Executive Officers                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             74 |                0 | For         |                                       74 | FOR                         |  |
| PLUG POWER INC.       | 72919P202 | 6/5/2024       | The approval of the non-binding, advisory vote regarding the compensation of the Company's named executive officers as described in the proxy statement                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | For         |                                       50 | FOR                         |  |
| REGENERON             | 75886F107 | 6/14/2024      | Proposal to approve, on an advisory basis, executive compensation                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |             28 |                0 | For         |                                       28 | FOR                         |  |
| PHARMACEUTICALS, INC. |  |  |  |  |  |  |  |  |  |  |
| ROBINHOOD MARKETS,    | 770700102 | 6/26/2024      | To approve, on an advisory basis, the compensation of the Company's named executive officers                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             25 |                0 | For         |                                       25 | FOR                         |  |
| INC.                  |  |  |  |  |  |  |  |  |  |  |
| ROKU, INC.            | 77543R102 | 6/6/2024       | Advisory vote to approve our named executive officer compensation                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |              5 |                0 | For         |                                        5 | FOR                         |  |
| ROPER TECHNOLOGIES,   | 776696106 | 6/12/2024      | Advisory vote to approve the compensation of our named executive officers                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           4114 |                0 | For         |                                     4114 | FOR                         |  |
| INC.                  |  |  |  |  |  |  |  |  |  |  |
| ROYAL CARIBBEAN       | V7780T103 | 5/29/2024      | Advisory approval of the Company's compensation of its named executive officers                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            300 |                0 | For         |                                      300 | FOR                         |  |
| CRUISES LTD.          |  |  |  |  |  |  |  |  |  |  |
| SALESFORCE, INC.      | 79466L302 | 6/27/2024      | Approval, on an advisory basis, of the fiscal 2024 compensation of our named executive officers                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          21234 |                0 | For         |                                    21234 | FOR                         |  |
| SHELL PLC             | 780259305 | 5/21/2024      | Approval of Directors' Remuneration Report                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          15918 |                0 | Withhold    |                                    15918 | AGAINST                     |  |
| SHOPIFY INC.          | 82509L107 | 6/4/2024       | Advisory Vote on Executive Compensation Proposal Non-binding advisory resolution that the shareholders accept Shopify Inc.'s approach to executive compensation as disclosed in the Management Information Circular for the Meeting.                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           1655 |                0 | For         |                                     1655 | FOR                         |  |
| SS TECHNOLOGIES       | 78467J100 | 5/29/2024      | The approval of the compensation of the named executive officers                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            576 |                0 | For         |                                      576 | FOR                         |  |
| HOLDINGS, INC.        |  |  |  |  |  |  |  |  |  |  |
| STMICROELECTRONICS    | 861012102 | 5/22/2024      | Remuneration Report (advisory vote)                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           3000 |                0 | For         |                                     3000 | FOR                         |  |
| N.V.                  |  |  |  |  |  |  |  |  |  |  |
| SUNRUN INC.           | 86771W105 | 6/18/2024      | Advisory proposal of the compensation of our named executive officers (''Say-on-Pay'')                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            700 |                0 | For         |                                      700 | FOR                         |  |
| TARGET CORPORATION    | 87612E106 | 6/12/2024      | Company proposal to approve, on an advisory basis, our executive compensation (Say on Pay)                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           2032 |                0 | For         |                                     2032 | FOR                         |  |
| TC ENERGY             | 87807B107 | 6/4/2024       | Resolution to accept TC Energy's approach to executive compensation, as set forth in the Management information circular.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | For         |                                      100 | FOR                         |  |
| CORPORATION           |  |  |  |  |  |  |  |  |  |  |
| TESLA, INC.           | 88160R101 | 6/13/2024      | A Tesla proposal to approve executive compensation on a non- binding advisory basis                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           3672 |                0 | For         |                                     3672 | FOR                         |  |
| THE KROGER CO.        | 501044101 | 6/27/2024      | Approval, on an advisory basis, of Kroger's executive compensation                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           1200 |                0 | For         |                                     1200 | FOR                         |  |
| THE TJX COMPANIES,    | 872540109 | 6/4/2024       | Advisory approval of TJX's executive compensation (the say-on- pay vote)                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          18961 |                0 | For         |                                    18961 | FOR                         |  |
| INC.                  |  |  |  |  |  |  |  |  |  |  |
| TOAST, INC.           | 888787108 | 6/6/2024       | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | For         |                                      100 | FOR                         |  |
| TOTAL ENERGIES SE     | 89151E109 | 5/24/2024      | Approval of the fixed, variable and extraordinary components making up the total compensation and the in-kind benefits paid during the fiscal year 2023 or allocated for that year to Mr. Patrick Pouyanné,Chairman and Chief Executive Officer                                                                                             | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | No Vote     |                                        0 | NONE                        |  |
| TRANE TECHNOLOGIES    | G8994E103 | 6/6/2024       | Advisory approval of the compensation of the Company's named executive officers                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            292 |                0 | For         |                                      292 | FOR                         |  |
| PLC                   |  |  |  |  |  |  |  |  |  |  |
| ULTA BEAUTY, INC.     | 90384S303 | 6/11/2024      | Advisory resolution to approve the Company's executive compensation                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            166 |                0 | For         |                                      166 | FOR                         |  |
| UNITEDHEALTH GROUP    | 91324P102 | 6/3/2024       | Advisory approval of the Company's executive compensation                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          21660 |                0 | For         |                                    21660 | FOR                         |  |
| INCORPORATED          |  |  |  |  |  |  |  |  |  |  |
| VERTIV HOLDINGS CO    | 92537N108 | 6/19/2024      | To approve, on an advisory basis, the 2023 compensation of our named executive officers as disclosed in the Proxy Statement                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |             30 |                0 | For         |                                       30 | FOR                         |  |
| W. R. BERKLEY         | 084423102 | 6/12/2024      | Non-binding advisory vote on a resolution approving the compensation of the Company's named executive officers pursuant to the compensation disclosure rules of the Securities and Exchange Commission, or ''say-on-pay'' vote                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          28774 |                0 | For         |                                    28774 | FOR                         |  |
| CORPORATION           |  |  |  |  |  |  |  |  |  |  |
| WALMART INC.          | 931142103 | 6/5/2024       | Advisory Vote to Approve Named Executive Compensation                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         134132 |                0 | For         |                                   134132 | FOR                         |  |
| WARNER BROS.          | 934423104 | 6/3/2024       | To vote on an advisory resolution to approve the 2023 compensation of Warner Bros. Discovery, Inc.'s named executive officers, commonly referred to as a"Say-on-Pay" vote                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            828 |                0 | For         |                                      828 | FOR                         |  |
| DISCOVERY, INC.       |  |  |  |  |  |  |  |  |  |  |
| WORKDAY, INC.         | 98138H101 | 6/18/2024      | 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 |             24 |                0 | For         |                                       24 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Caldwell Trust Co

**By (Signature):** RG Kelly Caldwell Jr

**By (Printed Signature):** RG Kelly Caldwell Jr

**By (Title):** President and CEO

**Date:** 09/29/2025