# EDGAR Filing Document

**Accession Number:** 0001979556
**File Stem:** 0001754960-25-000616
**Filing Date:** 2025-8
**Character Count:** 69238
**Document Hash:** 267c0e194b89f444fa2e5710d071e23d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001754960-25-000616.hdr.sgml**: 20250815

**ACCESSION NUMBER**: 0001754960-25-000616

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250815

**EFFECTIVENESS DATE**: 20250815

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SWEENEY & MICHEL, LLC
- **CENTRAL INDEX KEY:** 0001979556

**ORGANIZATION NAME:**
- **EIN:** 810965565
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23289
- **FILM NUMBER:** 251222245

**BUSINESS ADDRESS:**
- **STREET 1:** 196 COHASSET ROAD
- **STREET 2:** SUITE 100
- **CITY:** CHICO
- **STATE:** CA
- **ZIP:** 95926
- **BUSINESS PHONE:** (530) 487-1777

**MAIL ADDRESS:**
- **STREET 1:** 196 COHASSET ROAD
- **STREET 2:** SUITE 100
- **CITY:** CHICO
- **STATE:** CA
- **ZIP:** 95926

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

## N-PX: Filer Information

**Filer CIK:** 0001979556

**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:** SWEENEY  MICHEL, LLC

**Address:** 196 COHASSET ROAD, CHICO, CA 95926

**Telephone number:** 844-844-3453

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-23289

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| BECTON DICKINSON  CO                   |  | 01/28/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             30 |                0 | FOR         |                                       30 | FOR                         |  |
| RADIUS RECYCLING INC                   |  | 01/28/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            541 |                0 | FOR         |                                      541 | FOR                         |  |
| TWIST BIOSCIENCE CORP                  |  | 02/04/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| EMERSON ELECTRIC CO                    |  | 02/03/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            442 |                0 | FOR         |                                      442 | FOR                         |  |
| APPLE INC                              |  | 02/24/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             76 |                0 | FOR         |                                       16 | FOR                         |  |
| DEERE  COMPANY                         |  | 02/26/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1267 |                0 | FOR         |                                     1267 | FOR                         |  |
| VANGUARD FUNDS                         |  | 02/25/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1173 |                0 | FOR         |                                      512 | FOR                         |  |
| FORTE GROUP HOLSINGA                   |  | 02/25/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |              2 |                0 | FOR         |                                        2 | FOR                         |  |
| CHARER COMMUNICATIONS INC              |  | 02/25/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |              7 |                0 | FOR         |                                        7 | FOR                         |  |
| AECOM                                  |  | 02/27/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1205 |                0 | FOR         |                                     1205 | FOR                         |  |
| GOLDEN VALLEY BRANCSHARES INC          |  | 04/08/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |         409389 |                0 | FOR         |                                   409389 | FOR                         |  |
| RIO TINTO PLC                          |  | 04/02/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            513 |                0 | FOR         |                                      513 | FOR                         |  |
| HEWLETT PACKARD ENTERPRISE CO          |  | 03/31/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             24 |                0 | FOR         |                                       24 | FOR                         |  |
| THE SHERWINWILLIAMS CO                 |  | 04/14/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             65 |                0 | FOR         |                                       65 | FOR                         |  |
| THE WALT DISNEY CO                     |  | 03/18/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            293 |                0 | FOR         |                                      293 | FOR                         |  |
| GQUALCOM INCORPERAED                   |  | 03/16/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           4055 |                0 | FOR         |                                     4055 | FOR                         |  |
| PIONEER MID CAP VALUE FUND Y           |  | 03/25/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            573 |                0 | FOR         |                                      573 | FOR                         |  |
| SCHLUMBERGER LIMITED                   |  | 03/31/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            130 |                0 | FOR         |                                      130 | FOR                         |  |
| ADAMS DIVERSIFIED EQUITY FUND          |  | 04/15/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             71 |                0 | FOR         |                                       71 | FOR                         |  |
| EATON VANCE ENHANCED EQTY FD II COM    |  | 04/07/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           3064 |                0 | FOR         |                                     3064 | FOR                         |  |
| CENTRAL SECURIRTIES CORP               |  | 03/24/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             15 |                0 | FOR         |                                       15 | FOR                         |  |
| AFRICAN ENERGY CORP                    |  | 03/26/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| BROADCOM INC                           |  | 04/19/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1029 |                0 | FOR         |                                     1029 | FOR                         |  |
| EQT CORP                               |  | 04/13/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             75 |                0 | FOR         |                                       75 | FOR                         |  |
| BP PLC                                 |  | 04/14/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             52 |                0 | FOR         |                                       52 | FOR                         |  |
| ATSRAZEENCA PLC                        |  | 04/07/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             53 |                0 | FOR         |                                       53 | FOR                         |  |
| CARNIVAL CORP                          |  | 04/14/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             70 |                0 | FOR         |                                       70 | FOR                         |  |
| TEXAS INSTRUMENTS                      |  | 04/15/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            114 |                0 | FOR         |                                      114 | FOR                         |  |
| THE PNC FINANCIAL SERVICES GROUP INC   |  | 04/21/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            497 |                0 | FOR         |                                      497 | FOR                         |  |
| HP INC                                 |  | 04/12/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             24 |                0 | FOR         |                                       24 | FOR                         |  |
| CARRIER GLOBAL CORP                    |  | 04/07/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            111 |                0 | FOR         |                                      111 | FOR                         |  |
| W.W GRAINGER INC                       |  | 04/28/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             21 |                0 | FOR         |                                       21 | FOR                         |  |
| ADOBE INC                              |  | 04/20/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |              9 |                0 | FOR         |                                      354 | FOR                         |  |
| L3HARRIS TECHNOLOGIES INC              |  | 04/16/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             48 |                0 | FOR         |                                       48 | FOR                         |  |
| JOHNSON  JOHNSON                       |  | 04/22/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            317 |                0 | FOR         |                                       47 | FOR                         |  |
| BEIGENE LTD                            |  | 04/13/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             25 |                0 | FOR         |                                       25 | FOR                         |  |
| THE BOEING COMPANY                     |  | 04/22/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            649 |                0 | FOR         |                                      649 | FOR                         |  |
| JOHNSON  JOHNSON                       |  | 04/23/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |          31098 |                0 | FOR         |                                    31098 | FOR                         |  |
| NUTRIEN LTD.                           |  | 05/06/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            353 |                0 | FOR         |                                      353 | FOR                         |  |
| ARCHER DANIELS MIDLAND COMAPANY        |  | 05/06/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1485 |                0 | FOR         |                                     1485 | FOR                         |  |
| CME GROUP INC                          |  | 05/06/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             14 |                0 | FOR         |                                       14 | FOR                         |  |
| ELI LILLY AND COMPANY                  |  | 05/03/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             10 |                0 | FOR         |                                       10 | FOR                         |  |
| EVERSOURSE ENERGY                      |  | 04/29/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            485 |                0 | FOR         |                                      485 | FOR                         |  |
| THE GEO GROUP INC                      |  | 04/27/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            185 |                0 | FOR         |                                      185 | FOR                         |  |
| ORION PROPERTIES INC                   |  | 05/12/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             73 |                0 | FOR         |                                       73 | FOR                         |  |
| SOLVENTUM CORPORATION                  |  | 04/28/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            110 |                0 | FOR         |                                      110 | FOR                         |  |
| CONSTELLATION ENERGY CORPORATION       |  | 04/27/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1491 |                0 | FOR         |                                     1491 | FOR                         |  |
| CORNING INC                            |  | 04/29/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             30 |                0 | FOR         |                                       30 | FOR                         |  |
| ALBEMATLE CORP                         |  | 05/04/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             30 |                0 | FOR         |                                       30 | FOR                         |  |
| UNILEVER PLC                           |  | 04/29/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            352 |                0 | FOR         |                                      352 | FOR                         |  |
| RTX CORP                               |  | 04/29/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            325 |                0 | FOR         |                                      325 | FOR                         |  |
| UBER TECH INC                          |  | 05/03/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            990 |                0 | FOR         |                                      990 | FOR                         |  |
| INTUTIVE SURGICAL INC                  |  | 04/29/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             90 |                0 | FOR         |                                       90 | FOR                         |  |
| EDISON INTERNATIONAL                   |  | 04/22/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           2554 |                0 | FOR         |                                     2554 | FOR                         |  |
| UNION PACIFIC CORP                     |  | 05/06/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           2632 |                0 | FOR         |                                     2632 | FOR                         |  |
| ABBOTT LAB                             |  | 04/23/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            600 |                0 | FOR         |                                      600 | FOR                         |  |
| PHILIP MORRIS INTERNATIONAL INC        |  | 05/05/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           3329 |                0 | FOR         |                                     3329 | FOR                         |  |
| AFLAC INC                              |  | 05/03/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            532 |                0 | FOR         |                                      532 | FOR                         |  |
| DEXCOM INC                             |  | 05/06/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| EDWARDS LIFESCIENCES CORP              |  | 05/06/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| WESTAMERICA BANCORP                    |  | 04/22/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1392 |                0 | FOR         |                                     1392 | FOR                         |  |
| GE AEROSPACE                           |  | 05/04/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1375 |                0 | FOR         |                                     1375 | FOR                         |  |
| HANESBRANDS INC                        |  | 04/27/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            108 |                0 | FOR         |                                      108 | FOR                         |  |
| UNITED PARCEL SERVICE INC              |  | 05/06/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           2747 |                0 | FOR         |                                     2747 | FOR                         |  |
| MARATHON PETROLEUM CORP                |  | 04/28/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            840 |                0 | FOR         |                                      840 | FOR                         |  |
| AMERICAN EXPRESS COMPANY               |  | 04/27/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            331 |                0 | FOR         |                                      331 | FOR                         |  |
| AMERICAN ELECTRIC POWER CO             |  | 04/27/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| ABBVIE INC                             |  | 05/07/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           8131 |                0 | FOR         |                                     8131 | FOR                         |  |
| VALMONT INDUSTRIES INC                 |  | 04/26/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            408 |                0 | FOR         |                                      408 | FOR                         |  |
| CHARTER COMMUNICATIONS INC             |  | 04/20/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |              7 |                0 | FOR         |                                        7 | FOR                         |  |
| GLOBE LIFE INC                         |  | 04/22/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1007 |                0 | FOR         |                                     1007 | FOR                         |  |
| TRUMP MEDIA  TECH GROUP                |  | 04/28/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             30 |                0 | FOR         |                                       30 | FOR                         |  |
| ENBRIDGE INC                           |  | 05/06/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            124 |                0 | FOR         |                                      124 | FOR                         |  |
| THE GOLDMAN SACHS GROUP                |  | 04/21/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             31 |                0 | FOR         |                                       31 | FOR                         |  |
| PFIZER INC                             |  | 04/22/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           2938 |                0 | FOR         |                                     2938 | FOR                         |  |
| COHEN  STEERS QLTY INC REALTY          |  | 04/22/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |          66502 |                0 | FOR         |                                    66502 | FOR                         |  |
| THE COCA-COLA COMPANY                  |  | 04/28/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            662 |                0 | FOR         |                                      662 | FOR                         |  |
| BERKSHIRE HATHAWAY INC                 |  | 05/01/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |          18210 |                0 | FOR         |                                    18210 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP   |  | 04/27/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            655 |                0 | FOR         |                                      655 | FOR                         |  |
| VISTRA CORP                            |  | 04/28/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             10 |                0 | FOR         |                                       10 | FOR                         |  |
| T ROW PRICE GROUP INC                  |  | 05/06/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            113 |                0 | FOR         |                                      113 | FOR                         |  |
| DTE ENERGY COMPANY                     |  | 05/06/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            113 |                0 | FOR         |                                      113 | FOR                         |  |
| FORD MOTOR COMPANY                     |  | 05/06/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           4060 |                0 | FOR         |                                     4060 | FOR                         |  |
| PEPSICO INC                            |  | 05/05/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           3043 |                0 | FOR         |                                     3043 | FOR                         |  |
| BARCLAYAS PLC                          |  | 04/30/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            405 |                0 | FOR         |                                      405 | FOR                         |  |
| GE AEROSPACE                           |  | 05/25/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1375 |                0 | FOR         |                                     1375 | FOR                         |  |
| ADIDAS                                 |  | 04/30/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| BEIGENE LTD                            |  | 05/11/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             25 |                0 | FOR         |                                       25 | FOR                         |  |
| ALCON INC                              |  | 04/30/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            300 |                0 | FOR         |                                      300 | FOR                         |  |
| PAYCOM SOFTWARE INC                    |  | 05/03/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            215 |                0 | FOR         |                                      215 | FOR                         |  |
| BARRICK GOLD CORP                      |  | 05/05/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           4939 |                0 | FOR         |                                     4939 | FOR                         |  |
| GENERAL DYNAMICS CORP                  |  | 05/05/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |              6 |                0 | FOR         |                                        6 | FOR                         |  |
| COLGATE PALMOLIVE CO                   |  | 05/08/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| BRISTOL-MYERS SQUIBB CO                |  | 05/04/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            756 |                0 | FOR         |                                      756 | FOR                         |  |
| lockheed martin corp                   |  | 05/07/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             53 |                0 | FOR         |                                       53 | FOR                         |  |
| PUBLIC STORAGE                         |  | 05/05/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            241 |                0 | FOR         |                                      241 | FOR                         |  |
| GILEAD SCIENCES INV                    |  | 05/05/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            184 |                0 | FOR         |                                      184 | FOR                         |  |
| WEC ENERGY GROUP INC                   |  | 05/06/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            412 |                0 | FOR         |                                      412 | FOR                         |  |
| THE GABELLI HEALTHCARE  WELLNESS TRUST |  | 05/10/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             36 |                0 | FOR         |                                       36 | FOR                         |  |
| PROLOGIS INC                           |  | 05/06/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            400 |                0 | FOR         |                                      400 | FOR                         |  |
| PROLOGIS INC                           |  | 05/06/2026     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             57 |                0 | FOR         |                                       57 | FOR                         |  |
| PROLOGIS INC                           |  | 05/06/2027     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |          19876 |                0 | FOR         |                                    19876 | FOR                         |  |
| THE KRAFT HEINZ CO                     |  | 05/06/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           2964 |                0 | FOR         |                                     2964 | FOR                         |  |
| UNITED RENTALS INC                     |  | 05/06/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            169 |                0 | FOR         |                                      169 | FOR                         |  |
| WEYERHAEUSER CO                        |  | 05/07/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1542 |                0 | FOR         |                                     1542 | FOR                         |  |
| VULCAN MATERIALS CO                    |  | 05/07/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            261 |                0 | FOR         |                                      261 | FOR                         |  |
| STRYKER CO                             |  | 05/06/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             42 |                0 | FOR         |                                       42 | FOR                         |  |
| INTEL CORPORATION                      |  | 05/04/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            770 |                0 | FOR         |                                      770 | FOR                         |  |
| CHUBB LIMINTED                         |  | 05/12/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             56 |                0 | FOR         |                                       56 | FOR                         |  |
| CHENIERE ENERGY                        |  | 05/13/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             76 |                0 | FOR         |                                       76 | FOR                         |  |
| SHELL PLC                              |  | 05/14/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |          10576 |                0 | FOR         |                                    10576 | FOR                         |  |
| CEL-SCI CORP                           |  | 05/17/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             40 |                0 | FOR         |                                       40 | FOR                         |  |
| CONSOLIDATED EDISON INC                |  | 05/18/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            286 |                0 | FOR         |                                      286 | FOR                         |  |
| PRINCIPAL FINANCIAL GROUP              |  | 05/18/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            268 |                0 | FOR         |                                      268 | FOR                         |  |
| JPMORGAN CHASE  CO                     |  | 05/18/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |          17903 |                0 | FOR         |                                    17903 | FOR                         |  |
| KINDER MORGAN INC                      |  | 05/13/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |          91204 |                0 | FOR         |                                     1858 | FOR                         |  |
| YUM BRAND INC                          |  | 05/13/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            210 |                0 | FOR         |                                      210 | FOR                         |  |
| KRATOS DEFENCE AND SECURITY            |  | 05/12/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| OTIS WORLDWIDE                         |  | 05/13/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             55 |                0 | FOR         |                                       55 | FOR                         |  |
| BLACKROCK INC                          |  | 05/13/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |              6 |                0 | FOR         |                                       11 | FOR                         |  |
| CVS HEALTH CORP                        |  | 05/13/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            937 |                0 | FOR         |                                      937 | FOR                         |  |
| SOUTHWEST AIRLINES                     |  | 05/12/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           2175 |                0 | FOR         |                                     2175 | FOR                         |  |
| AMERICAN TOWER CORP                    |  | 05/12/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            377 |                0 | FOR         |                                      377 | FOR                         |  |
| PRUDENTIAL FINANCIAL INC               |  | 05/11/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            131 |                0 | FOR         |                                      131 | FOR                         |  |
| MORGAN STANLEY                         |  | 05/13/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            309 |                0 | FOR         |                                      309 | FOR                         |  |
| ADVANCED MICRO DEVICES                 |  | 05/12/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            420 |                0 | FOR         |                                      420 | FOR                         |  |
| SEMPRA                                 |  | 05/11/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            595 |                0 | FOR         |                                      595 | FOR                         |  |
| DRAFTKINGS                             |  | 05/17/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           4988 |                0 | FOR         |                                     4988 | FOR                         |  |
| REALTY INCOME CORP                     |  | 05/11/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1191 |                0 | FOR         |                                     1191 | FOR                         |  |
| CENTENE CORP                           |  | 05/11/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             53 |                0 | FOR         |                                       53 | FOR                         |  |
| 3M COMPANY                             |  | 05/11/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1149 |                0 | FOR         |                                     1149 | FOR                         |  |
| THE CHARLES SCHWAB CORP                |  | 05/20/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           4447 |                0 | FOR         |                                     4447 | FOR                         |  |
| MONDELEZ INTERNATIONAL INC             |  | 05/19/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1346 |                0 | FOR         |                                     1346 | FOR                         |  |
| STATE SREET CORP                       |  | 05/12/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            222 |                0 | FOR         |                                      222 | FOR                         |  |
| OPTION CARE HEALTH                     |  | 05/12/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| INVITATION HOMES INC                   |  | 05/13/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            218 |                0 | FOR         |                                      218 | FOR                         |  |
| MARKEL GROUP INC                       |  | 05/19/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |              1 |                0 | FOR         |                                        1 | FOR                         |  |
| HOST HOTELS  RESORTS                   |  | 05/12/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            285 |                0 | FOR         |                                      285 | FOR                         |  |
| MOLSON COORS BEVERAGE CO               |  | 05/12/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             68 |                0 | FOR         |                                       68 | FOR                         |  |
| FISERV INC                             |  | 05/12/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            490 |                0 | FOR         |                                      490 | FOR                         |  |
| WASTE MGMT INC                         |  | 05/11/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | FOR         |                                     1000 | FOR                         |  |
| CONOCOPHILLIPS                         |  | 05/11/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            141 |                0 | FOR         |                                      141 | FOR                         |  |
| INTERNATIONAL PAPER CO                 |  | 05/10/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            103 |                0 | FOR         |                                      103 | FOR                         |  |
| OGE ENERGY CORP                        |  | 05/13/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            115 |                0 | FOR         |                                      115 | FOR                         |  |
| MID AMERICA APTS COMMUNITIES INC       |  | 05/18/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |              7 |                0 | FOR         |                                        7 | FOR                         |  |
| NN INC                                 |  | 05/13/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           5000 |                0 | FOR         |                                     5000 | FOR                         |  |
| SIMON PROP GROUP IN C                  |  | 05/12/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             33 |                0 | FOR         |                                       33 | FOR                         |  |
| DUTCH BROS                             |  | 05/11/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            211 |                0 | FOR         |                                      211 | FOR                         |  |
| SKYWORKS SOLUTION                      |  | 05/12/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | FOR         |                                       50 | FOR                         |  |
| CUMMINS INC                            |  | 05/11/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             29 |                0 | FOR         |                                       29 | FOR                         |  |
| GE VERNOV INC                          |  | 05/12/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            313 |                0 | FOR         |                                      313 | FOR                         |  |
| AT INC                                 |  | 05/13/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |          14399 |                0 | FOR         |                                    14399 | FOR                         |  |
| ALTRIA GROUP                           |  | 05/13/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           3533 |                0 | FOR         |                                     3533 | FOR                         |  |
| THE HOME DEPOT INC                     |  | 05/20/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1356 |                0 | FOR         |                                     1356 | FOR                         |  |
| AMERICAN WATERWORKS                    |  | 05/12/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | FOR         |                                      500 | FOR                         |  |
| HONEYWELL INTERNATIONAL INC            |  | 05/18/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             96 |                0 | FOR         |                                       96 | FOR                         |  |
| MFS GROWTH FUND CLASS I                |  | 05/16/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            402 |                0 | FOR         |                                      402 | FOR                         |  |
| JPM CHASE  CO                          |  | 05/18/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             24 |                0 | FOR         |                                       14 | FOR                         |  |
| GLOBALSTAR INC                         |  | 05/18/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            166 |                0 | FOR         |                                      166 | FOR                         |  |
| MCDONALDS CORP                         |  | 05/18/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1822 |                0 | FOR         |                                     1822 | FOR                         |  |
| AMAZON                                 |  | 05/19/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             25 |                0 | FOR         |                                    10752 | FOR                         |  |
| NORTHROP GRUMMAN CORP                  |  | 05/19/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            218 |                0 | FOR         |                                      218 | FOR                         |  |
| ONEOK                                  |  | 05/19/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             51 |                0 | FOR         |                                       51 | FOR                         |  |
| CROWN CASTLE                           |  | 05/19/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            501 |                0 | FOR         |                                      501 | FOR                         |  |
| THERMO FISHER SCIENIFIC INC            |  | 05/19/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            136 |                0 | FOR         |                                      136 | FOR                         |  |
| XCEL ENERGY INC                        |  | 05/19/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            156 |                0 | FOR         |                                      156 | FOR                         |  |
| PINNACLE WEST CAPITAL CORP             |  | 05/19/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1059 |                0 | FOR         |                                     1059 | FOR                         |  |
| XEROX HOLDINGS CORP                    |  | 05/19/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             97 |                0 | FOR         |                                       97 | FOR                         |  |
| ZOETIS INC                             |  | 05/19/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             31 |                0 | FOR         |                                       31 | FOR                         |  |
| PLAINS ALL AMERICAN PIPELINE           |  | 05/19/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1105 |                0 | FOR         |                                     1105 | FOR                         |  |
| VERIZON COM                            |  | 05/20/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |          95658 |                0 | FOR         |                                     1232 | FOR                         |  |
| PG CORP                                |  | 05/20/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                     5960 | FOR                         |  |
| LYONDELLBASEBALL INDUSTIRES            |  | 05/20/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             65 |                0 | FOR         |                                       65 | FOR                         |  |
| WELLTOWER INC                          |  | 05/20/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            308 |                0 | FOR         |                                      131 | FOR                         |  |
| APA CORPORATION                        |  | 05/20/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            216 |                0 | FOR         |                                      216 | FOR                         |  |
| PACIFIC GAS                            |  | 05/20/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |              8 |                0 | FOR         |                                        8 | FOR                         |  |
| NEXTERA ENEGY                          |  | 05/20/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             56 |                0 | FOR         |                                       56 | FOR                         |  |
| PINTEREST                              |  | 05/20/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             49 |                0 | FOR         |                                       49 | FOR                         |  |
| TELADOC HEALTH                         |  | 05/20/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            126 |                0 | FOR         |                                      126 | FOR                         |  |
| SOUTHERN COPPER CORP                   |  | 05/21/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            202 |                0 | FOR         |                                      202 | FOR                         |  |
| AMGEN                                  |  | 05/21/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           4346 |                0 | FOR         |                                     4346 | FOR                         |  |
| NUSCALE POWER CORP                     |  | 05/21/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| META PLATFORM                          |  | 05/26/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             10 |                0 | FOR         |                                     1560 | FOR                         |  |
| MERCK  CO                              |  | 05/25/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           5224 |                0 | FOR         |                                     5224 | FOR                         |  |
| THE TRADE DESK                         |  | 05/25/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            570 |                0 | FOR         |                                      570 | FOR                         |  |
| GE HEALTHCARE TECH                     |  | 05/26/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            407 |                0 | FOR         |                                      407 | FOR                         |  |
| SIRIUS XM HOLDING                      |  | 05/26/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             23 |                0 | FOR         |                                       23 | FOR                         |  |
| BRC INC                                |  | 05/26/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            199 |                0 | FOR         |                                      199 | FOR                         |  |
| SOFI TECHNOLOGY                        |  | 05/26/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1100 |                0 | FOR         |                                     1100 | FOR                         |  |
| EXXON MOBIL                            |  | 05/26/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           4179 |                0 | FOR         |                                     4179 | FOR                         |  |
| CHEVRON CORP                           |  | 05/26/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           5007 |                0 | FOR         |                                     5007 | FOR                         |  |
| STURM RUGER  COMPANY                   |  | 05/27/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             49 |                0 | FOR         |                                       49 | FOR                         |  |
| EDITAS MEDICINE                        |  | 05/27/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           2022 |                0 | FOR         |                                     2022 | FOR                         |  |
| PINETREE CAPITAL                       |  | 05/29/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             35 |                0 | FOR         |                                       35 | FOR                         |  |
| COMPASS DIVERSIFIED HOLDINGS           |  | 05/27/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1262 |                0 | FOR         |                                     1262 | FOR                         |  |
| DOCUSIGN                               |  | 05/27/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            350 |                0 | FOR         |                                      350 | FOR                         |  |
| DOLLAR GNERAL                          |  | 05/27/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            322 |                0 | FOR         |                                      322 | FOR                         |  |
| AMERICAN HEALTHCARE                    |  | 06/23/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1717 |                0 | FOR         |                                     1717 | FOR                         |  |
| CALIFORNIA WATER SERVICE GROUP         |  | 05/26/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1393 |                0 | FOR         |                                     1393 | FOR                         |  |
| THE INDIA FUND                         |  | 05/26/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           7933 |                0 | FOR         |                                     7933 | FOR                         |  |
| IRON MOUNTAIN INCORP                   |  | 05/27/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             25 |                0 | FOR         |                                       25 | FOR                         |  |
| THE ALLSTATE CORP                      |  | 05/27/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1500 |                0 | FOR         |                                     1500 | FOR                         |  |
| LOWES COMP                             |  | 05/28/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            499 |                0 | FOR         |                                      499 | FOR                         |  |
| OUTSET MEDICAL INC                     |  | 05/31/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |              1 |                0 | FOR         |                                        1 | FOR                         |  |
| UNITEDHEALTH GROUP INC                 |  | 05/31/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             73 |                0 | FOR         |                                       73 | FOR                         |  |
| WARNER BROS DISC                       |  | 05/31/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1726 |                0 | FOR         |                                     1726 | FOR                         |  |
| BOOKING HOLDINGS                       |  | 06/01/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |              5 |                0 | FOR         |                                        5 | FOR                         |  |
| MFA FINANCIAL                          |  | 06/01/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             36 |                0 | FOR         |                                       36 | FOR                         |  |
| DEVON ENERGY                           |  | 06/02/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             39 |                0 | FOR         |                                       39 | FOR                         |  |
| AIR BNB                                |  | 06/02/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           2367 |                0 | FOR         |                                     2367 | FOR                         |  |
| GODADDY                                |  | 06/02/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| SUPER MICRO                            |  | 06/02/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            600 |                0 | FOR         |                                      600 | FOR                         |  |
| QUANTUMSCAPE CORP                      |  | 06/02/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | FOR         |                                       50 | FOR                         |  |
| LUCID GROUP                            |  | 06/03/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | FOR         |                                     1000 | FOR                         |  |
| GLOBUS MED                             |  | 06/02/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| WALMART                                |  | 06/03/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           7789 |                0 | FOR         |                                     7789 | FOR                         |  |
| LADDER CAPITAL                         |  | 06/03/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            104 |                0 | FOR         |                                      104 | FOR                         |  |
| CLOUDFLARE INC                         |  | 06/03/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | FOR         |                                      500 | FOR                         |  |
| RADIUS RECYCLING INC                   |  | 06/03/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            541 |                0 | FOR         |                                      541 | FOR                         |  |
| MYRIAD GENETICS INC                    |  | 06/03/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| PALANTIR TECHNOLOGIES INC              |  | 06/03/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           7618 |                0 | FOR         |                                     7618 | FOR                         |  |
| DWAVE QUANTUM INC                      |  | 06/03/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| PAYPAL HOLDINGS                        |  | 06/03/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             54 |                0 | FOR         |                                       54 | FOR                         |  |
| FRESH DEL MONTE                        |  | 06/03/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            104 |                0 | FOR         |                                      104 | FOR                         |  |
| CRISPR THERAPEUTICS                    |  | 06/03/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           2414 |                0 | FOR         |                                     2414 | FOR                         |  |
| SALESFORCE                             |  | 06/03/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             19 |                0 | FOR         |                                       19 | FOR                         |  |
| ALPHABET INC                           |  | 06/04/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            868 |                0 | FOR         |                                      868 | FOR                         |  |
| AEGON                                  |  | 06/04/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           2581 |                0 | FOR         |                                     2581 | FOR                         |  |
| CITIUS PHARM                           |  | 06/07/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            230 |                0 | FOR         |                                      230 | FOR                         |  |
| REDDIT                                 |  | 06/07/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            225 |                0 | FOR         |                                      225 | FOR                         |  |
| LITHIUM AMERICAS CORP                  |  | 06/07/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           5700 |                0 | FOR         |                                     5700 | FOR                         |  |
| THE TJX COMPANY                        |  | 06/08/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            295 |                0 | FOR         |                                      295 | FOR                         |  |
| LULUS FASHION LOUNGE                   |  | 06/08/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |          51059 |                0 | FOR         |                                    51059 | FOR                         |  |
| CHIPOTLE MEXICAN GRILL                 |  | 06/09/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | FOR         |                                      500 | FOR                         |  |
| TARGET CORP                            |  | 06/09/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            963 |                0 | FOR         |                                      963 | FOR                         |  |
| ULTA BEAUTY                            |  | 06/09/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |              1 |                0 | FOR         |                                        1 | FOR                         |  |
| CATERPILLAR INC                        |  | 06/09/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            583 |                0 | FOR         |                                      583 | FOR                         |  |
| FREEPORT-MCMORMAN INC                  |  | 06/09/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           2851 |                0 | FOR         |                                     2851 | FOR                         |  |
| LULULEMON ATHLETICA INC                |  | 06/09/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             30 |                0 | FOR         |                                       30 | FOR                         |  |
| ZTO EXPRESS CAYMAN                     |  | 06/08/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |              1 |                0 | FOR         |                                        1 | FOR                         |  |
| GENERAC HOLDINGS INC                   |  | 06/10/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| MICROSTRATEGY INCORPORATED DBA         |  | 06/10/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            104 |                0 | FOR         |                                      104 | FOR                         |  |
| MONSTER BEVERAGE CORP                  |  | 06/10/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             18 |                0 | FOR         |                                       18 | FOR                         |  |
| REGENERON PHARMACEUTICALS INC          |  | 06/11/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             23 |                0 | FOR         |                                       23 | FOR                         |  |
| VERITONE INC                           |  | 06/11/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           2008 |                0 | FOR         |                                     2008 | FOR                         |  |
| WESTERN COPPER AND GOLD CORP           |  | 06/11/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |          76119 |                0 | FOR         |                                    76119 | FOR                         |  |
| MFS FROWTH FUND CLASS I                |  | 06/16/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            402 |                0 | FOR         |                                      402 | FOR                         |  |
| DOORDASH                               |  | 06/22/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | FOR         |                                       50 | FOR                         |  |
| LITHIUM ARGENTINA AG                   |  | 06/18/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | FOR         |                                      500 | FOR                         |  |
| AFRICA ENERGY CORP                     |  | 06/19/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| DELTA AIR LINES                        |  | 06/17/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             75 |                0 | FOR         |                                       75 | FOR                         |  |
| MASTERCARD INC                         |  | 06/22/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | FOR         |                                       50 | FOR                         |  |
| NVIDIA CORP                            |  | 06/23/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |          18254 |                0 | FOR         |                                      225 | FOR                         |  |
| AON PLC                                |  | 06/25/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| ANSYS INC                              |  | 06/25/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            132 |                0 | FOR         |                                      132 | FOR                         |  |
| PIMCO DYNAMIC INCOME                   |  | 06/25/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           6939 |                0 | FOR         |                                     6939 | FOR                         |  |
| FIRST EAGLE GOLD FUND CLASS I          |  | 06/28/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |          11356 |                0 | FOR         |                                    11356 | FOR                         |  |
| FIRST EAGLE GOLD FUND CLASS I          |  | 06/28/2026     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |          11356 |                0 | FOR         |                                    11356 | FOR                         |  |
| SNOWFLAKE INC                          |  | 06/30/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |             25 |                0 | FOR         |                                       25 | FOR                         |  |
| CIM REAL ESTATE FINANCE TRUST INC      |  | 07/15/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           2441 |                0 | FOR         |                                     2441 | FOR                         |  |
| AVADEL PHARMACEUTICALS PLS             |  | 07/26/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1500 |                0 | FOR         |                                     1500 | FOR                         |  |
| CHARTER COMMINCATIONS                  |  | 07/30/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |              7 |                0 | FOR         |                                        7 | FOR                         |  |
| MCKESSON CORP                          |  | 07/29/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |            835 |                0 | FOR         |                                      835 | FOR                         |  |
| FS SPECIALTY LENDING                   |  | 07/29/2025     | SECTION 14A SAY-ON-PAY VOTES | SECTION 14A SAY-ON-PAY VOTES |           1017 |                0 | FOR         |                                     1017 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** SWEENEY  MICHEL, LLC

**By (Signature):** Aryn Sands

**By (Printed Signature):** Aryn Sands

**By (Title):** Agent

**Date:** 08/14/2025