# EDGAR Filing Document

**Accession Number:** 0002059579
**File Stem:** 0002059579-25-000006
**Filing Date:** 2025-8
**Character Count:** 127665
**Document Hash:** 69be36b1ba6af01aaae60a2f1c1f42df
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002059579-25-000006.hdr.sgml**: 20250821

**ACCESSION NUMBER**: 0002059579-25-000006

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250821

**EFFECTIVENESS DATE**: 20250821

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Wills Financial Group LLC
- **CENTRAL INDEX KEY:** 0002059579

**ORGANIZATION NAME:**
- **EIN:** 332110417
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25553
- **FILM NUMBER:** 251241313

**BUSINESS ADDRESS:**
- **STREET 1:** 704 LIBBIE AVE
- **CITY:** RICHMOND
- **STATE:** VA
- **ZIP:** 23226
- **BUSINESS PHONE:** 8043303100

**MAIL ADDRESS:**
- **STREET 1:** 704 LIBBIE AVE
- **CITY:** RICHMOND
- **STATE:** VA
- **ZIP:** 23226

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

## N-PX: Filer Information

**Filer CIK:** 0002059579

**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:** Wills Financial Group LLC

**Address:** 704 LIBBIE AVE, RICHMOND, VA 23226

**Telephone number:** 804-330-3100

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-25553

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                           | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                                                                                                                                                                           | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| ABBOTT LABORATORIES                      | 002824100 | 4/25/2025      | 3. Say on Pay - An Advisory Vote on the Approval of Executive compensation.                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            300 |                0 | FOR         |                                      300 | FOR                         |  |
| ABBVIE INC.                              | 00287Y109 | 5/09/2025      | 3. Say on Pay - An Advisory Vote on the Approval of Executive compensation.                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            300 |                0 | FOR         |                                      300 | FOR                         |  |
| ADOBE INC.                               | 00724F101 | 4/22/2025      | 4. Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |             17 |                0 | FOR         |                                       17 | FOR                         |  |
| ADOBE INC.                               | 00724F101 | 4/22/2025      | 5. Stockholder Proposal Regarding Vote on Golden Parachutes.                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |             17 |                0 | AGAINST     |                                       17 | FOR                         |  |
| AIG                                      | 026874784 | 5/14/2025      | 2. Advisory Vote to Approve Named Executive officer compensation.                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |             15 |                0 | FOR         |                                       15 | FOR                         |  |
| AIG                                      | 026874784 | 5/14/2025      | 3. Advisory Vote on the Frequency of Future Executive Compensation Votes.                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |             15 |                0 | 1 YEAR      |                                       15 | FOR                         |  |
| AKOUSTIS TECHNOLOGIES, INC.              | 00973N102 | 11/21/2024     | 2. Proposal to approve, on a non-binding, advisory basis, the compensation paid to our named executive officers.                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | FOR         |                                     1000 | FOR                         |  |
| ALBEMARLE CORPORATION                    | 012653101 | 5/06/2025      | 2. Advisory Vote to Approve the Compensation of our Named Executive Officers.                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           7982 |                0 | FOR         |                                     7982 | FOR                         |  |
| ALTRIA GROUP, INC.                       | 02209S103 | 5/15/2025      | 3. Non-Binding Advisory Vote to Approve the Compensation of Altria's named Executive Officers                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |             60 |                0 | FOR         |                                       60 | FOR                         |  |
| AMAZON                                   | 023135106 | 5/21/2025      | 3. ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          37990 |                0 | FOR         |                                    37990 | FOR                         |  |
| AMAZON                                   | 023135106 | 5/21/2025      | 3. ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |             40 |                0 | FOR         |                                       40 | FOR                         |  |
| AMERICAN AIRLINES                        | 02376R102 | 6/11/2025      | 3. A proposal to approve, on a non-binding, advisory basis, executive compensation as disclosed in the Proxy Statement for the 2025 annual Meeting.                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | FOR         |                                      500 | FOR                         |  |
| AMERICAN TOWER  CORPORATION              | 03027X100 | 5/14/2025      | 2. To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| AMERICAN WATER WORKS COMPANY, INC.       | 030420103 | 5/14/2025      | 2. Approval, on an advisory basis, of the compensation of the company's named executive oficers.                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |             39 |                0 | FOR         |                                       39 | FOR                         |  |
| AMERICOLD REALTY TRUST                   | 03064D108 | 5/20/2025      | 2. Advisory Vote on Compensation of named Executive Officers( Say on Pay).                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            190 |                0 | FOR         |                                      190 | FOR                         |  |
| ARISTA NETWORKS, INC                     | 040413205 | 5/30/2025      | 2. Approval, on an advisory basis, of the compensation of our named executive officers                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            160 |                0 | FOR         |                                      160 | FOR                         |  |
| AT INC.                                  | 00206R102 | 5/15/2025      | 3. Advisory Approval of Executive compensation.                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           2434 |                0 | FOR         |                                     2434 | FOR                         |  |
| ATLANTIC UNION BANK SHARES  CORPORATION  | 04911A107 | 5/06/2025      | 4. To approve the compensation of our named executive officers( an advisory, non-binding "Say on Pay" resolution)                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |             91 |                0 | FOR         |                                       91 | FOR                         |  |
| ATLANTIC UNION BANK SHARES  CORPORATION  | 04911A107 | 5/06/2025      | 4. To approve the compensation of our named executive officers( an advisory, non-binding "Say on Pay" resolution)                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           2323 |                0 | FOR         |                                     2323 | FOR                         |  |
| BANK OF AMERICA CORPORATION              | 060505104 | 4/22/2025      | 2. Approving our executive compensation (an advisory , non binding "Say on Pay" resolution).                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           1670 |                0 | FOR         |                                     1670 | FOR                         |  |
| BEIGENE LTD                              | 07725L102 | 5/21/2025      | 11. THAT, on a non-binding, advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement, be and is hereby approved.                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            350 |                0 | FOR         |                                      350 | FOR                         |  |
| BLACKROCK                                | 09290D101 | 5/15/2025      | 2. Approval, in a non-binding advisory vote, of the compensation of named executive officers.                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |             20 |                0 | FOR         |                                       20 | FOR                         |  |
| BRISTOL-MYERS SQUIBB COMPANY             | 110122108 | 5/06/2025      | 2. Advisory Vote to Approve the Compensation of our Named Executive Officers.                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           2578 |                0 | FOR         |                                     2578 | FOR                         |  |
| BROADCOM INC                             | 11135F101 | 4/21/2025      | 3. Advisory vote to approve the named executive officer compensation.                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          17011 |                0 | FOR         |                                    17011 | FOR                         |  |
| BWX TECHNOLOGIES, INC.                   | 05605H100 | 5/02/2025      | 2. Advisory vote on compensation of our named Executtive Officers.                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | FOR         |                                       50 | FOR                         |  |
| BWX TECHNOLOGIES, INC.                   | 05605H100 | 5/02/2025      | 2. Advisory vote on compensation of our named Executtive Officers.                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |             55 |                0 | FOR         |                                       55 | FOR                         |  |
| CAPITAL ONE                              | 14040H105 | 5/08/2025      | 2. Advisory vote on our Named Executive Officer Compensation ("Say on Pay").                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            375 |                0 | FOR         |                                      375 | FOR                         |  |
| CAPITAL ONE                              | 14040H105 | 5/08/2025      | 4. Stockholder proposal to require a shareholder vote on golden parachute arrangements.                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            375 |                0 | AGAINST     |                                      375 | FOR                         |  |
| CARNIVAL CORPORATION                     | 143658300 | 4/16/2025      | 12. To hold a (non-binding) advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| CF INDUSTRIES HOLDINGS, INC.             | 125269100 | 5/06/2025      | 2. Advisory vote to approve the compensation of CF Industries Holdings, Inc's named executive officers.                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          42534 |                0 | FOR         |                                    42534 | FOR                         |  |
| CF INDUSTRIES HOLDINGS, INC.             | 125269100 | 5/06/2025      | 4. Shareholder proposal regarding shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting.                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          42534 |                0 | AGAINST     |                                    42534 | FOR                         |  |
| CHARLES RIVER LABORATORIES INTL., INC.   | 159864107 | 5/20/2025      | 2. Advisory Approval of 2024 Executive officer compensation.                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |              2 |                0 | FOR         |                                        2 | FOR                         |  |
| CHEVRON                                  | 166764100 | 5/28/2025      | 3. Advisory Vote to Approve Named Executive Offcier Compensation.                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          35225 |                0 | FOR         |                                    35225 | FOR                         |  |
| CHEVRON                                  | 166764100 | 5/28/2025      | 3. Advisory Vote to Approve Named Executive officer compensation.                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            195 |                0 | FOR         |                                      195 | FOR                         |  |
| CHUBB LIMITED                            | H1467J104 | 5/15/2025      | 11. Advisory vote to approve executive compensation under U.S. securities law requirements.                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             60 |                0 | FOR         |                                       60 | FOR                         |  |
| CINTAS CORPORATION                       | 172908105 | 10/29/2024     | 2. To approve, on an advisory basis, named executive offi cer compensation.                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             22 |                0 | FOR         |                                       22 | FOR                         |  |
| CITI                                     | 172967424 | 4/29/2025      | 3. Advisory vote to approve our 2024 Executive compensation.                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |             90 |                0 | FOR         |                                       90 | FOR                         |  |
| CITI                                     | 172967424 | 4/29/2025      | 5. Stockholder proposal requesting a shareholder vote regarding excessive golden parachutes.                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |             90 |                0 | AGAINST     |                                       90 | FOR                         |  |
| CITI                                     | 172967424 | 4/29/2025      | 3. Advisory vote to approve our 2024 Executive compensation.                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           1500 |                0 | FOR         |                                     1500 | FOR                         |  |
| CITI                                     | 172967424 | 4/29/2025      | 5. Stockholder proposal requesting a shareholder vote regarding excessive golden parachutes.                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           1500 |                0 | AGAINST     |                                     1500 | FOR                         |  |
| CITIZENS FINANCIAL GROUP, INC.           | 174610105 | 4/24/2025      | 2. Advisory Vote on Executive compensation.                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            400 |                0 | FOR         |                                      400 | FOR                         |  |
| CME GROUP INC.                           | 12572Q105 | 5/08/2025      | 3. Advisory vote on the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |              2 |                0 | FOR         |                                        2 | FOR                         |  |
| CME GROUP INC.                           | 12572Q105 | 5/08/2025      | 3. Advisory vote on the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           3153 |                0 | FOR         |                                     3153 | FOR                         |  |
| COLGATE PALMOLIVE COMPANY                | 194162103 | 5/09/2025      | 3. Advisory vote on executive compensation.                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | FOR         |                                     1000 | FOR                         |  |
| COMCAST CORPORATION                      | 20030N101 | 6/18/2025      | 4. Advisory vote on executive compensation                                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            144 |                0 | FOR         |                                      144 | FOR                         |  |
| CONOCOPHILIPS                            | 20825C104 | 5/13/2025      | 3. Advisory Approval of Executive Compensation.                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          32256 |                0 | FOR         |                                    32256 | FOR                         |  |
| CONSTELLATION ENERGY CORP                | 21037T109 | 4/29/2025      | 2. To consider and act on an advisory vote regarding the approval of compensation paid to named executive officers.                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |              7 |                0 | FOR         |                                        7 | FOR                         |  |
| CORE NATURAL RESOURCES INC.              | 218937100 | 4/29/2025      | 3. Approval, on an Advisory Basis, of the Compensation paid to Core Natural Resources, Inc Named Executive Officers in 2024                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             71 |                0 | FOR         |                                       71 | FOR                         |  |
| CORNING                                  | 219350105 | 5/01/2025      | 2. Advisory approval of our executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |             40 |                0 | FOR         |                                       40 | FOR                         |  |
| COSTAR GROUP, INC.                       | 22160N109 | 6/26/2025      | 3. Proposal to approve, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            380 |                0 | FOR         |                                      380 | FOR                         |  |
| COSTCO WHOLESALE CORPORATION             | 22160K105 | 1/23/2025      | 3. Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            207 |                0 | FOR         |                                      207 | FOR                         |  |
| COUPANG, INC.                            | 22266T109 | 6/12/2025      | 3. To consider a non-binding vote to approve the compensation of Coupang Inc's named executive officers.                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |             17 |                0 | FOR         |                                       17 | FOR                         |  |
| CSX                                      | 126408103 | 5/07/2025      | 3. Advisory (non-binding) resolution to approve compensation for the Company's named executive officers.                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           4561 |                0 | FOR         |                                     4561 | FOR                         |  |
| CYTOKINETICS, INCORPORATED               | 23282W605 | 5/14/2025      | 5. To approve, on an advisory basis, the compensation of Cytokinetics, Incorporated's named executive officers, as disclosed in the Proxy Statement.                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            150 |                0 | FOR         |                                      150 | FOR                         |  |
| DANAHER CORPORATION                      | 235851102 | 5/06/2025      | 3. To approve on an advisory basis the Company's named executive officer compensation.                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          38724 |                0 | FOR         |                                    38724 | FOR                         |  |
| DANAHER CORPORATION                      | 235851102 | 5/06/2025      | 3. To approve on an advisory basis the Company's named executive officer compensation.                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            160 |                0 | FOR         |                                      160 | FOR                         |  |
| DOMINION ENERGY                          | 25746U109 | 5/07/2025      | 2. Advisory Vote on Approval of Executive Compensation (Say on Pay)                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          78193 |                0 | FOR         |                                    78193 | FOR                         |  |
| DOMINION ENERGY                          | 25746U109 | 5/07/2025      | 2. Advisory Vote on Approval of Executive Compensation (Say on Pay)                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            764 |                0 | FOR         |                                      764 | FOR                         |  |
| DOVER CORP                               | 260003108 | 5/02/2025      | 3. To approve, on an advisory basis, named executive officer compensation.                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            600 |                0 | FOR         |                                      600 | FOR                         |  |
| DUKE ENERGY CORPORATION                  | 26441C204 | 5/01/2025      | 3. Advisory vote to approve Duke Energy's named executive officer compensation.                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           6870 |                0 | FOR         |                                     6870 | FOR                         |  |
| EATON CORPORATION PLC                    | G29183103 | 4/23/2025      | 3. Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |             56 |                0 | FOR         |                                       56 | FOR                         |  |
| ELEVANCE HEALTH, INC.                    | 036752103 | 5/14/2025      | 2. Advisory Vote to Approve the Compensation of our named Executive Officers.                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |             14 |                0 | FOR         |                                       14 | FOR                         |  |
| ELI LILLY AND COMPANY                    | 532457108 | 5/05/2025      | 2. Approval, on an advisory basis, of the compensation paid to the company's named executive officers.                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |             80 |                0 | FOR         |                                       80 | FOR                         |  |
| ESSENTIAL UTILITIES, INC.                | 29670G102 | 5/07/2025      | 2. To approve an advisory vote on the compensation paid to the company's named executive officers for 2024.                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           1121 |                0 | FOR         |                                     1121 | FOR                         |  |
| ESSENTIAL UTILITIES, INC.                | 29670G102 | 5/07/2025      | 2. To approve an advisory vote on the compensation paid to the company's named executive officers for 2024.                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         153543 |                0 | FOR         |                                   153543 | FOR                         |  |
| EXXON MOBIL                              | 30231G102 | 5/28/2025      | 3. Advisory Vote to Approve Executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          10510 |                0 | FOR         |                                    10510 | FOR                         |  |
| EXXON MOBIL                              | 30231G102 | 5/28/2025      | 3. Advisory Vote to Approve Executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            517 |                0 | FOR         |                                      517 | FOR                         |  |
| FERGUSON ENTERPRISES INC.                | 31488V107 | 12/05/2024     | 3.To approve, on an advisory basis, the fiscal 2024 compensation of the Company's Named Executive Officers.                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          20297 |                0 | FOR         |                                    20297 | FOR                         |  |
| FERGUSON ENTERPRISES INC.                | 31488V107 | 12/05/2024     | 4. To approve, on an advisory basis, the frequency of future shareholder advisoryvotes to approve the compensation of the Company's Named Executive Officers.                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          20297 |                0 | 1 YEAR      |                                    20297 | FOR                         |  |
| FLEX                                     | Y2573F102 | 8/08/2024      | 3. NON-BINDING, ADVISORY RESOLUTION. To approve the compensation of the Company's named executive officers, as disclosed pursuant to Item 402 of Regulation S-K, set forth in "Compensation Discussion and Analysis" and in the compensation tables and the accompanying narrative disclosure under "Executive Compensation" in the Company's proxy statement relating to its 2024 Annual General Meeting. | SECTION 14A SAY-ON-PAY VOTES |            143 |                0 | FOR         |                                      143 | FOR                         |  |
| FORD                                     | 345370860 | 5/08/2025      | 3. An Advisory Vote to Approve the Compensation of the named Executives.                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           1015 |                0 | FOR         |                                     1015 | FOR                         |  |
| FREEPORT-MCMORAN INC.                    | 35671D857 | 6/11/2025      | 2. Approval, on an advisory basis, of the compensation of our named executive officers                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | FOR         |                                     1000 | FOR                         |  |
| GE HEALTHCARE TECHNOLOGIES INC.          | 36266G107 | 5/28/2025      | 2. Approval of our named executive officer's compensation in an advisory note.                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          60284 |                0 | FOR         |                                    60284 | FOR                         |  |
| GE HEALTHCARE TECHNOLOGIES INC.          | 36266G107 | 5/28/2025      | 2. Approval of our named executive officer's compensation in an advisory note.                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |              4 |                0 | FOR         |                                        4 | FOR                         |  |
| GENERAL DYNAMICS                         | 369550108 | 5/07/2025      | 3. Advisory Vote to Approve Executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | FOR         |                                       50 | FOR                         |  |
| HERSHEY                                  | 427866108 | 5/06/2025      | 3. Approve named executive officer compensation on a non- binding advisory basis.                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            277 |                0 | FOR         |                                      277 | FOR                         |  |
| HUNTINGTON INGALLS  INDUSTRIES, INC.     | 446413106 | 4/30/2025      | 2. Proposal to approve, on an advisory basis, the compensation of the company's named executive officers.                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           1161 |                0 | FOR         |                                     1161 | FOR                         |  |
| IBM                                      | 459200101 | 4/29/2025      | 3. Advisory Vote on Executive compensation.                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            120 |                0 | FOR         |                                      120 | FOR                         |  |
| IBM                                      | 459200101 | 4/29/2025      | 3. Advisory Vote on Executive Compensation                                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            370 |                0 | FOR         |                                      370 | FOR                         |  |
| INTEL                                    | 458140100 | 5/06/2025      | 3. Advisory vote on executive compensation(say-on-pay).                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            112 |                0 | FOR         |                                      112 | FOR                         |  |
| INTERCONTINENTAL EXCHANGE, INC.          | 45866F104 | 5/16/2025      | 2. To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers.                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |             10 |                0 | FOR         |                                       10 | FOR                         |  |
| INTUIT INC.                              | 461202103 | 1/23/2025      | 2. Advisory vote to approve Intuit's executive compensation (say-on-pay).                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |             20 |                0 | FOR         |                                       20 | FOR                         |  |
| INTUITIVE SURGICAL, INC.                 | 46120E602 | 5/01/2025      | 2. To approve, by advisory vote, the compensation of the company's named executive officers.  requirement for excessive golden parachutes," if properly presented at the Annual Meeting.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            450 |                0 | FOR         |                                      450 | FOR                         |  |
| INTUITIVE SURGICAL, INC.                 | 46120E602 | 5/01/2025      | 5. The stockholder proposal purportedly "to improve the executive compensation program," if properly presented at the Annual Meeting.                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            450 |                0 | AGAINST     |                                      450 | FOR                         |  |
| INTUITIVE SURGICAL, INC.                 | 46120E602 | 5/01/2025      | 6. The stockholder proposal that is titled "Shareholder approval requirement for excessive golden parachutes," if properly presented at the Annual Meeting.                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            450 |                0 | AGAINST     |                                      450 | FOR                         |  |
| JOHNSON  JOHNSON                         | 478160104 | 4/24/2025      | 2. Advisory Vote to Approve Named Executive officer compensation.                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            298 |                0 | FOR         |                                      298 | FOR                         |  |
| JOHNSON  JOHNSON                         | 478160104 | 4/24/2025      | 2. Advisory Vote to Approve Named Executive Officer compensation.                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           4814 |                0 | FOR         |                                     4814 | FOR                         |  |
| JOHNSON  JOHNSON                         | 478160104 | 4/24/2025      | 4. Shareholder opportunity to vote on excessive golden parachutes.                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           4814 |                0 | AGAINST     |                                     4814 | FOR                         |  |
| JPMORGAN CHASE                           | 46625H100 | 5/20/2025      | 2. Advisory resolution to approve executive compensation.                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            107 |                0 | FOR         |                                      107 | FOR                         |  |
| JPMORGAN CHASE                           | 46625H100 | 5/20/2025      | 2. Advisory resolution to approve executive compensation.                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          16417 |                0 | FOR         |                                    16417 | FOR                         |  |
| KENVUE                                   | 49177J102 | 5/22/2025      | 2. Approve, on a non-binding advisory basis, the compensation of Kenvue Inc's named executive officers                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         281895 |                0 | FOR         |                                   281895 | FOR                         |  |
| KENVUE                                   | 49177J102 | 5/22/2025      | 2. Approve, on a non-binding advisory basis, the compensation of Kenvue Inc's named executive officers                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            685 |                0 | FOR         |                                      685 | FOR                         |  |
| KEYCORP                                  | 493267108 | 5/15/2025      | 3. Advisory Approval of Executive Compensation.                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           1200 |                0 | FOR         |                                     1200 | FOR                         |  |
| KIMBERLY-CLARK CORPORATION               | 494368103 | 5/01/2025      | 3. Advisory Vote to Approve Named Executive officer compensation.                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            751 |                0 | FOR         |                                      751 | FOR                         |  |
| KINSALE CAPITAL GROUP, INC.              | 49714P108 | 5/22/2025      | 2. Advisory Vote to Approve Executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            106 |                0 | FOR         |                                      106 | FOR                         |  |
| KRATOS DEFENSE  SEC SOLUTIONS, INC.      | 50077B207 | 5/14/2025      | 3. An advisory vote to approve the compensation of the company's named executive Officers, as presented in the proxy statement.                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             45 |                0 | FOR         |                                       45 | FOR                         |  |
| LINDE PLC                                | G54950103 | 7/29/2025      | 3. To approve, on an advisory and non-binding basis, the compensation of Linde Plc's named Executive Officers, as disclosed in the 202 proxy Statement.                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             40 |                0 | FOR         |                                       40 | FOR                         |  |
| LINDE PLC                                | G54950103 | 7/29/2025      | 4. To recommend, on an advisory and non-binding basis, the frequency of holding future advisory shareholder votes on the compensation of Linde plc's Named Executive Officers.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             40 |                0 | 1 YEAR      |                                       40 | FOR                         |  |
| LOCKHEED MARTIN CORPORATION              | 539830109 | 5/09/2025      | 2. Advisory Vote to Approve the Compensation of our Named Executive Officers (Say-on-Pay)                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            195 |                0 | FOR         |                                      195 | FOR                         |  |
| LOCKHEED MARTIN CORPORATION              | 539830109 | 5/09/2025      | 4. Stockholder Proposal Requesting Shareholder Approval Requirement for Excessive Golden Parachutes                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            195 |                0 | AGAINST     |                                      195 | FOR                         |  |
| LOCKHEED MARTIN CORPORATION              | 539830109 | 5/09/2025      | 2. Advisory Vote to Approve the Compensation of our Named Executive Officers (Say-on-Pay)                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          18839 |                0 | FOR         |                                    18839 | FOR                         |  |
| LOCKHEED MARTIN CORPORATION              | 539830109 | 5/09/2025      | 4. Stockholder Proposal Requesting Shareholder Approval Requirement for Excessive Golden Parachutes                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          18839 |                0 | AGAINST     |                                    18839 | FOR                         |  |
| LOWE'S COMPANIES, INC.                   | 548661107 | 5/30/2025      | 2. Advisory vote to approve the Company's named executive officer compensation in fiscal 2024.                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           1700 |                0 | FOR         |                                     1700 | FOR                         |  |
| LULULEMON ATHLETICA INC.                 | 550021109 | 6/11/2025      | 3. To approve, on an advisory basis, the compensation of the company's named executive officers                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             15 |                0 | FOR         |                                       15 | FOR                         |  |
| MARATHON PETROLEUM  CORPORATION          | 56585A102 | 4/30/2025      | 3. Approval, on an advisory basis, of the company's named executive officer compensation.                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |             29 |                0 | FOR         |                                       29 | FOR                         |  |
| MARATHON PETROLEUM  CORPORATION          | 56585A102 | 4/30/2025      | 3. Approval, on an advisory basis, of the company's named executive officer compensation.                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |             98 |                0 | FOR         |                                       98 | FOR                         |  |
| MARKEL GROUP INC.                        | 570535104 | 5/21/2025      | 2. Advisory vote on approval of executive compensation.                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            142 |                0 | FOR         |                                      142 | FOR                         |  |
| Marsh  McLennan Companies Inc            | 571748102 | 5/15/2025      | 2. Advisory (Nonbinding) Vote to Approve Named Executive Officer compensation.                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             60 |                0 | FOR         |                                       60 | FOR                         |  |
| MCDONALD'S                               | 580135101 | 5/20/2025      | 2. Advisory Vote to Approve Executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            775 |                0 | FOR         |                                      775 | FOR                         |  |
| MCKESSON                                 | 58155Q103 | 7/31/2024      | 3. Advisory vote on Executive Compensation                                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | FOR         |                                      500 | FOR                         |  |
| MERCK                                    | 58933Y105 | 5/27/2025      | 2. Non-binding advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          32774 |                0 | FOR         |                                    32774 | FOR                         |  |
| META                                     | 30303M102 | 5/28/2025      | 4. To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc's named executive officers as disclosed in Meta Platforms, Inc's proxy statement.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |             17 |                0 | FOR         |                                       17 | FOR                         |  |
| META                                     | 30303M102 | 5/28/2025      | 5. To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             17 |                0 | 3 YEARS     |                                       17 | FOR                         |  |
| MICROCHIP TECHNOLOGY INCORPORATED        | 595017104 | 8/20/2024      | 4. Proposal to approve, on an advisory (non-binding) basis, the compensati on of ournamed executi ves.                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            600 |                0 | FOR         |                                      600 | FOR                         |  |
| MICROSOFT CORPORATION                    | 594918104 | 12/10/2024     | 2. Advisory Vote to Approve Named Executive Offi cer Compensation ("say-on-pay vote")                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          42866 |                0 | FOR         |                                    42866 | FOR                         |  |
| MONDELEZ INTERNATIONAL, INC.             | 609207105 | 5/21/2025      | 2. Advisory Vote to Approve Executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            600 |                0 | FOR         |                                      600 | FOR                         |  |
| MORGAN STANLEY                           | 617446448 | 5/15/2025      | 3. To approve the compensation of executives as disclosed in the proxy statement (non-binding advisory vote)                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| MOTOROLA SOLUTIONS, INC.                 | 620076307 | 5/15/2025      | 3. Advisory Approval of the Company's Executive compensation.                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |             20 |                0 | FOR         |                                       20 | FOR                         |  |
| NETFLIX, INC.                            | 64110L106 | 6/05/2025      | 3. Advisory approval of named executive officer compensation.                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            120 |                0 | FOR         |                                      120 | FOR                         |  |
| NEXTERA ENERGY                           | 65339F101 | 5/22/2025      | 3. Approval, by non-binding advisory vote, of NextEra Energy's compensation of it's named executive officers as disclosed in the proxy statement.                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          31644 |                0 | FOR         |                                    31644 | FOR                         |  |
| NISOURCE INC.                            | 65473P105 | 5/12/2025      | 2. To approve named executive officer compensation on an advisory basis.                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            214 |                0 | FOR         |                                      214 | FOR                         |  |
| NNN REIT, INC.                           | 637417106 | 5/13/2025      | 2. Non-binding advisory approval of the compensation of our names executive officers as described in this Proxy Statement.                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            300 |                0 | FOR         |                                      300 | FOR                         |  |
| Norfolk Southern Corp                    | 655844108 | 5/08/2025      | 3. Approval of the advisory resolution on executive compensation, as disclosed in the proxy statement fr the 2025 Annual meeting of Shareholders.                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           6286 |                0 | FOR         |                                     6286 | FOR                         |  |
| NUSCALE POWER CORPORATION                | 67079K100 | 5/23/2025      | 2. An advisory vote to approve the Company's executive compensation.                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | FOR         |                                      500 | FOR                         |  |
| NUSCALE POWER CORPORATION                | 67079K100 | 5/23/2025      | 3. An advisory vote to approve frequency of future advisory votes on the Company's executive compensation.                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | 1 YEAR      |                                      500 | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 6/25/2025      | 2. Advisory approval of our executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           3635 |                0 | FOR         |                                     3635 | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 6/25/2025      | 2. Advisory approval of our executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |              3 |                0 | FOR         |                                        3 | FOR                         |  |
| ONEOK, INC.                              | 682680103 | 5/21/2025      | 5. An advisory vote to approve ONEOK, Inc.'s executive compensation.                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            975 |                0 | FOR         |                                      975 | FOR                         |  |
| ONSEMI                                   | 682189105 | 5/15/2025      | 2. Advisory vote to approve the compensation of our named executive officers(Say-on-Pay)                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            133 |                0 | FOR         |                                      133 | FOR                         |  |
| ONTO INNOVATION INC.                     | 683344105 | 5/21/2025      | 2. To approve, on an advisory (non-binding) basis, the compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| OTIS                                     | 68902V107 | 5/15/2025      | 2. Advisory Vote to Approve Executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            354 |                0 | FOR         |                                      354 | FOR                         |  |
| PACKAGING CORPORATION OF AMERICA         | 695156109 | 5/07/2025      | 3. Proposal to approve our executive compensation.                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            685 |                0 | FOR         |                                      685 | FOR                         |  |
| PALO ALTO NETWORKS, INC.                 | 697435105 | 12/10/2024     | 3. To approve, on an advisory basis, the frequency of holding future advisory votes on named executive officer compensation.                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          26143 |                0 | 1 YEAR      |                                    26143 | FOR                         |  |
| PALO ALTO NETWORKS, INC.                 | 697435105 | 12/10/2024     | 4. To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          26143 |                0 | FOR         |                                    26143 | FOR                         |  |
| PEPSICO                                  | 713448108 | 5/07/2025      | 3. Advisory approval of the Company's executive compensation.                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            115 |                0 | FOR         |                                      115 | FOR                         |  |
| PEPSICO                                  | 713448108 | 5/07/2025      | 3. Advisory approval of the Company's executive compensation.                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          48190 |                0 | FOR         |                                    48190 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 4/24/2025      | 3. 2025 advisory approval of executive compensation.                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           9109 |                0 | FOR         |                                     9109 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 4/24/2025      | 4. Shareholder Vote Regarding Golden Parachutes                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           9109 |                0 | AGAINST     |                                     9109 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 4/24/2025      | 3. 2025 advisory approval of executive compensation.                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            353 |                0 | FOR         |                                      353 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 4/24/2025      | 4. Shareholder Vote Regarding Golden Parachutes                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            353 |                0 | AGAINST     |                                      353 | FOR                         |  |
| PHILIP MORRIS INTERNATIONAL INC.         | 718172109 | 5/07/2025      | 2. Advisory Vote Approving Executive Compensation.                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           3663 |                0 | FOR         |                                     3663 | FOR                         |  |
| PHINIA INC.                              | 71880K101 | 5/21/2025      | 2. Advisory approval of the compensation of our named executive officers                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |             31 |                0 | FOR         |                                       31 | FOR                         |  |
| PNC                                      | 693475105 | 4/23/2025      | 3. Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            998 |                0 | FOR         |                                      998 | FOR                         |  |
| PPG INDUSTRIES, INC.                     | 693506107 | 4/17/2025      | 2. Approve the compensation of the comapany's named executive officers on an advisory basis.                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            310 |                0 | FOR         |                                      310 | FOR                         |  |
| PPL                                      | 69351T106 | 5/16/2025      | 2. Advisory vote to approve compensation of named executive officers.                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           4186 |                0 | FOR         |                                     4186 | FOR                         |  |
| PUBLIC SERVICE ENTERPRISE GROUP INC.     | 744573106 | 4/22/2025      | 2. Advisory Vote on the Approval of Executive compensation.                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            258 |                0 | FOR         |                                      258 | FOR                         |  |
| QORVO, INC.                              | 74736K101 | 8/13/2024      | 2. 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 |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| QVC GROUP                                | 74915M605 | 5/12/2025      | 4. The say-on-pay proposal, to approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           5956 |                0 | FOR         |                                     5956 | FOR                         |  |
| REALTY INCOME CORPORATION                | 756109104 | 5/13/2025      | 3. A non-binding advisory proposal to approve the compensation of our named executive officers as described in the Proxy statement.                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            215 |                0 | FOR         |                                      215 | FOR                         |  |
| REPUBLIC SERVICES, INC.                  | 760759100 | 5/19/2025      | 2. Advisory vote to approve our named executive officer compensation.                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            105 |                0 | FOR         |                                      105 | FOR                         |  |
| RGC RESOURCES, INC.                      | 74955L103 | 1/27/2025      | 3. A non-binding shareholder advisory vote on executi ve compensati on.                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             15 |                0 | FOR         |                                       15 | FOR                         |  |
| RTX                                      | 75513E101 | 5/01/2025      | 2. Advisory Vote to Approve Executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           1422 |                0 | FOR         |                                     1422 | FOR                         |  |
| RTX                                      | 75513E101 | 5/01/2025      | 2. Advisory Vote to Approve Executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |             40 |                0 | FOR         |                                       40 | FOR                         |  |
| S GLOBAL INC.                            | 78409V104 | 5/07/2025      | 2. Approve, on an advisory basis, the executive compensation program for the company's named executive officers, as described in the Proxy statement.                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           8921 |                0 | FOR         |                                     8921 | FOR                         |  |
| S GLOBAL INC.                            | 78409V104 | 5/07/2025      | 2. Approve, on an advisory basis, the executive compensation program for the company's named executive officers,as described in the Proxy statement.                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |              2 |                0 | FOR         |                                        2 | FOR                         |  |
| SALESFORCE, INC.                         | 79466L302 | 6/05/2025      | 4. Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers.                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            421 |                0 | FOR         |                                      421 | FOR                         |  |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | 806857108 | 4/02/2025      | 2. Advisory approval of our executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            375 |                0 | FOR         |                                      375 | FOR                         |  |
| SIX FLAGS ENTERTAINMENT CORPORATION      | 83001C108 | 6/25/2025      | 3. Advisory approval of our named executive officer compensation.                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            232 |                0 | FOR         |                                      232 | FOR                         |  |
| SIX FLAGS ENTERTAINMENT CORPORATION      | 83001C108 | 6/25/2025      | 4. Advisory vote regarding the frequency of stockholder advisory votes on executivecompensation.                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            232 |                0 | 1 YEAR      |                                      232 | FOR                         |  |
| SOUTHERN COMPANY                         | 842587107 | 5/21/2025      | 2. Advisory Vote to Approve Executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          39987 |                0 | FOR         |                                    39987 | FOR                         |  |
| SOUTHERN COMPANY                         | 842587107 | 5/21/2025      | 2. Advisory Vote to Approve Executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            133 |                0 | FOR         |                                      133 | FOR                         |  |
| STAG INDUSTRIAL, INC.                    | 85254J102 | 4/28/2025      | 3. The approval, by non-binding vote, of executive compensation.                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            452 |                0 | FOR         |                                      452 | FOR                         |  |
| STANLEY BLACK  DECKER, INC.              | 854502101 | 4/25/2025      | 2. Approve, on an advisory basis, the compensation of the company's named executive officers                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           1427 |                0 | FOR         |                                     1427 | FOR                         |  |
| STERIS PLC                               | G8473T100 | 8/01/2024      | 5. To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed pursuant to the disclosure rules of the U.S. Securities and Exchange Commission, including the compensation discussion and analysis and the tabular and narrative disclosure contained in the Company's proxy statement dated June 12, 2024.                                       | SECTION 14A SAY-ON-PAY VOTES |             14 |                0 | FOR         |                                       14 | FOR                         |  |
| STRYKER CORPORATION                      | 863667101 | 5/08/2025      | 6. Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | FOR         |                                      500 | FOR                         |  |
| TECK RESOURCES LIMITED                   | 878742204 | 4/24/2025      | 3 To approve an advisory resolution on Teck's approach to executive compensation.                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| TEXAS INSTRUMENTS INCORPORATED           | 882508104 | 4/17/2025      | 2. Board proposal regarding advisory approval of the Company's executive compensation.                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           4818 |                0 | FOR         |                                     4818 | FOR                         |  |
| THE COCA COLA COMPANY                    | 191216100 | 4/30/2025      | 2. Advisory Vote to Approve Executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          10319 |                0 | FOR         |                                    10319 | FOR                         |  |
| THE HOME DEPOT, INC.                     | 437076102 | 5/22/2025      | 3. Advisory Vote to Approve Executive Compensation ("Say-on-Pay")                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           1682 |                0 | FOR         |                                     1682 | FOR                         |  |
| THE HOME DEPOT, INC.                     | 437076102 | 5/22/2025      | 3. Advisory Vote to Approve Executive Compensation ("Say-on-Pay")                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |             12 |                0 | FOR         |                                       12 | FOR                         |  |
| THE J. M. SMUCKER COMPANY                | 832696405 | 8/14/2024      | 3. Advisory approval of the Company's executive compensation.                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            275 |                0 | FOR         |                                      275 | FOR                         |  |
| THE PROCTER  GAMBLE COMPANY              | 742718109 | 10/08/2024     | 3. Advisory Vote to Approve the Company's Executive Compensation (the "Say on Pay" vote).                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          48045 |                0 | FOR         |                                    48045 | FOR                         |  |
| THE SHERWIN-WILLIAMS COMPANY             | 824348106 | 4/16/2025      | 2. Advisory approval of the compensation of the named executive officers                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          13493 |                0 | FOR         |                                    13493 | FOR                         |  |
| THE WALT DISNEY COMPANY                  | 254687106 | 3/20/2025      | 3. Consideration of an advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            120 |                0 | FOR         |                                      120 | FOR                         |  |
| THE WILLIAMS COMPANIES, INC.             | 969457100 | 4/29/2025      | 2. Approve, on an Advisory Basis, the Compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            900 |                0 | FOR         |                                      900 | FOR                         |  |
| THERMO FISHER SCIENTIFIC INC             | 883556102 | 5/21/2025      | 2. An advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           1334 |                0 | FOR         |                                     1334 | FOR                         |  |
| TOWNEBANK                                | 89214P109 | 5/14/2025      | 3. To approve, on a non-binding advisory basis, TowneBank's named executive officer compensation.                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           3440 |                0 | FOR         |                                     3440 | FOR                         |  |
| TRACTOR SUPPLY COMPANY                   | 892356106 | 5/15/2025      | 3. To approve, on a non-binding, advisory basis, the compensation of the named executive officers of the company (Say on Pay).                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | FOR         |                                      500 | FOR                         |  |
| TRANSOCEAN, LTD.                         | H8817H100 | 5/30/2025      | 11. Advisory Vote to Approve Named Executive Officer Compensation for Fiscal Year2025                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           2500 |                0 | FOR         |                                     2500 | FOR                         |  |
| TRAVELERS                                | 89417E113 | 5/21/2025      | 3. Non-binding vote to approve executive compensation.                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            670 |                0 | FOR         |                                      670 | FOR                         |  |
| TRUMP MEDIA  TECHNOLOGY  GROUP CORP.     | 25400Q105 | 4/30/2025      | 4. An advisory vote on a resolution to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |              5 |                0 | FOR         |                                        5 | FOR                         |  |
| TRUMP MEDIA  TECHNOLOGY  GROUP CORP.     | 25400Q105 | 4/30/2025      | 5. An advisory vote on the frequency of future advisory resolutions to approve thecompensation of our named executive officers.                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |              5 |                0 | 1 YEAR      |                                        5 | FOR                         |  |
| Union Pacific Corp                       | 907818108 | 5/08/2025      | 3. Approve, by non-binding vote, the compensation of the company's named executive officers("Say on Pay").                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          24645 |                0 | FOR         |                                    24645 | FOR                         |  |
| UNITED HEALTH GROUP                      | 91324P102 | 6/02/2025      | 2. Advisory approval of the Company's executive compensation.                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |             63 |                0 | FOR         |                                       63 | FOR                         |  |
| UNITED HEALTH GROUP                      | 91324P102 | 6/02/2025      | 4. If properly presented at the 2025 Annual Meeting of Shareholders, theshareholder proposal requesting a shareholder vote regarding excessive golden parachutes.                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |             63 |                0 | AGAINST     |                                       63 | FOR                         |  |
| UPS                                      | 911312106 | 5/08/2025      | 2. To approve on an advisory basis named executive officer compensation.                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | FOR         |                                      500 | FOR                         |  |
| VALARIS                                  | G9460G101 | 6/12/2025      | 2. To approve on a non-binding advisory basis the compensation of our named executive officers                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            182 |                0 | FOR         |                                      182 | FOR                         |  |
| VERALTO CORPORATION                      | 92338C103 | 5/14/2025      | 3. To approve on an advisory basis the Company's named executive officer compensation.                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |             43 |                0 | FOR         |                                       43 | FOR                         |  |
| VERIZON                                  | 92343V104 | 5/22/2025      | 2. Advisory Vote to Approve Executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          58502 |                0 | FOR         |                                    58502 | FOR                         |  |
| VERIZON                                  | 92343V104 | 5/22/2025      | 2. Advisory Vote to Approve Executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            673 |                0 | FOR         |                                      673 | FOR                         |  |
| VERTIV HOLDINGS CO                       | 92537N108 | 6/18/2025      | 2. To approve, on an advisory basis, the 2024 compensation of our named executive officers as disclosed in the Proxy Statement                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            335 |                0 | FOR         |                                      335 | FOR                         |  |
| VISA INC.                                | 92826C839 | 1/28/2025      | 2. To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           6194 |                0 | FOR         |                                     6194 | FOR                         |  |
| WALMART INC.                             | 931142103 | 6/05/2025      | 3. Advisory Vote to Approve Named Executive officer compensation.                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            457 |                0 | FOR         |                                      457 | FOR                         |  |
| WD-40 COMPANY                            | 929236107 | 12/12/2024     | 2. To hold an advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            400 |                0 | FOR         |                                      400 | FOR                         |  |
| WILLSCOT HOLDINGS CORPORATION            | 971378104 | 6/06/2025      | 3. To approve, on an advisory and non-binding basis, the compensation of the named executive officers of WillScot Holdings Corporation.                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            196 |                0 | FOR         |                                      196 | FOR                         |  |
| XPLR INFRASTRUCTURE                      | 65341B106 | 4/22/2025      | 3. Approval, by non-binding advisory vote, of the compensation of XPLR infrastructure's named executive officers as disclosed in the proxy statement.                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           2000 |                0 | FOR         |                                     2000 | FOR                         |  |
| ZOETIS INC.                              | 98978V103 | 5/21/2025      | 2. Advisory vote to approve our executive compensation.                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          17960 |                0 | FOR         |                                    17960 | FOR                         |  |
| ZOETIS INC.                              | 98978V103 | 5/21/2025      | 2. Advisory vote to approve our executive compensation.                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             29 |                0 | FOR         |                                       29 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Wills Financial Group LLC

**By (Signature):** Grace Choi

**By (Printed Signature):** Grace Choi

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

**Date:** 08/21/2025