# EDGAR Filing Document

**Accession Number:** 0002051965
**File Stem:** 0001085146-25-005313
**Filing Date:** 2025-8
**Character Count:** 52910
**Document Hash:** 9befea2bd18a101db74d064a083baf7a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-005313.hdr.sgml**: 20250815

**ACCESSION NUMBER**: 0001085146-25-005313

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250815

**EFFECTIVENESS DATE**: 20250815

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Berkeley, Inc
- **CENTRAL INDEX KEY:** 0002051965

**ORGANIZATION NAME:**
- **EIN:** 820495475
- **STATE OF INCORPORATION:** ID
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25427
- **FILM NUMBER:** 251223568

**BUSINESS ADDRESS:**
- **STREET 1:** 3778 PLANTATION RIVER DRIVE
- **STREET 2:** SUITE 102
- **CITY:** BOISE
- **STATE:** ID
- **ZIP:** 83703
- **BUSINESS PHONE:** 208-853-6980

**MAIL ADDRESS:**
- **STREET 1:** 3778 PLANTATION RIVER DRIVE
- **STREET 2:** SUITE 102
- **CITY:** BOISE
- **STATE:** ID
- **ZIP:** 83703

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

## N-PX: Filer Information

**Filer CIK:** 0002051965

**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:** Berkeley, Inc

**Address:** 3778 Plantation River Drive, Boise, ID 83703

**Telephone number:** 208-853-6980

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-25427

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| 3M COMPANY              | 88579Y101 | 05/13/2025     | Advisory approval of executive compensation.                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| ABBOTT LABORATORIES     | 002824100 | 04/25/2025     | Say on Pay - An Advisory Vote on the Approval of Executive<br>Compensation                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       200      |                0 | FOR         |                                 200      | FOR                         |  |
| ABBVIE INC.             | 00287Y109 | 05/09/2025     | Say on Pay - An advisory vote on the approval of executive<br>compensation                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       151      |                0 | FOR         |                                 151      | FOR                         |  |
| ACCENTURE PLC           | G1151C101 | 02/06/2025     | To approve, in a non-binding vote, the compensation of our named<br>executive officers.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        10      |                0 | FOR         |                                  10      | FOR                         |  |
| AGCO CORPORATION        | 001084102 | 04/24/2025     | Non-binding advisory resolution to approve the compensation of<br>the Company's named executive officers.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| AMAZON.COM, INC.        | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |       106      |                0 | FOR         |                                 106      | FOR                         |  |
| APPLE INC.              | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| APPLIED MATERIALS, INC. | 038222105 | 03/06/2025     | Approval, on an advisory basis, of the compensation of Applied<br>Materials' named executive officers for fiscal year 2024.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        10      |                0 | AGAINST     |                                  10      | AGAINST                     |  |
| ARCHER-DANIELS-         | 039483102 | 05/08/2025     | Advisory Vote on Executive Compensation.                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |       144      |                0 | AGAINST     |                                 144      | AGAINST                     |  |
| MIDLAND COMPANY         |  |  |  |  |  |  |  |  |  |  |
| AT INC.                 | 00206R102 | 05/15/2025     | Advisory Approval of Executive Compensation                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| AUTOMATIC DATA          | 053015103 | 11/06/2024     | Advisory Vote on Executive Compensation.                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |       745      |                0 | FOR         |                                 745      | FOR                         |  |
| PROCESSING, INC.        |  |  |  |  |  |  |  |  |  |  |
| BLACKROCK, INC.         | 09290D101 | 05/15/2025     | Approval, in a non-binding advisory vote, of the compensation for<br>named executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |       169.861  |                0 | AGAINST     |                                 169.861  | AGAINST                     |  |
| BROADRIDGE FINANCIAL    | 11133T103 | 11/14/2024     | Advisory vote to approve the compensation of the Company's<br>Named Executive Officers (the Say on Pay Vote).                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |       200      |                0 | FOR         |                                 200      | FOR                         |  |
| SOLUTIONS, INC.         |  |  |  |  |  |  |  |  |  |  |
| CANADIAN PACIFIC        | 13646K108 | 04/30/2025     | Advisory vote to approve the Corporation's approach to executive<br>compensation as described in the Proxy Circular.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| KANSAS CITY LIMITED     |  |  |  |  |  |  |  |  |  |  |
| CARMAX, INC.            | 143130102 | 06/24/2025     | To approve, in an advisory (non-binding) vote, the compensation of<br>our named executive officers.                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       100      |                0 | FOR         |                                 100      | FOR                         |  |
| CARRIER GLOBAL          | 14448C104 | 04/09/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |       100      |                0 | AGAINST     |                                 100      | AGAINST                     |  |
| CORPORATION             |  |  |  |  |  |  |  |  |  |  |
| CATERPILLAR INC.        | 149123101 | 06/11/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        88      |                0 | AGAINST     |                                  88      | AGAINST                     |  |
| CHEVRON CORPORATION     | 166764100 | 05/28/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| CISCO SYSTEMS, INC.     | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |     23105.1    |                0 | AGAINST     |                               23105.1    | AGAINST                     |  |
| CONAGRA BRANDS, INC.    | 205887102 | 09/18/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| CONOCOPHILLIPS          | 20825C104 | 05/13/2025     | Advisory Approval of Executive Compensation.                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        59      |                0 | AGAINST     |                                  59      | AGAINST                     |  |
| CORNING                 | 219350105 | 05/01/2025     | Advisory approval of our executive compensation (Say on Pay).                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |       600      |                0 | AGAINST     |                                 600      | AGAINST                     |  |
| INCORPORATED            |  |  |  |  |  |  |  |  |  |  |
| CORTEVA INC.            | 22052L104 | 04/30/2025     | Advisory resolution to approve executive compensation of the<br>Company's named executive officers.                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| COSTCO WHOLESALE        | 22160K105 | 01/23/2025     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       176      |                0 | FOR         |                                 176      | FOR                         |  |
| CORPORATION             |  |  |  |  |  |  |  |  |  |  |
| CSX CORPORATION         | 126408103 | 05/07/2025     | Advisory (non-binding) resolution to approve compensation for the<br>Company's named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |      4662.73   |                0 | FOR         |                                4662.73   | FOR                         |  |
| DEERE  COMPANY          | 244199105 | 02/26/2025     | Advisory vote to approve executive compensation ("say-on-pay")                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| DIAGEO PLC              | 25243Q205 | 09/26/2024     | Directors' remuneration report 2024.                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |       175      |                0 | AGAINST     |                                 175      | AGAINST                     |  |
| DOW INC.                | 260557103 | 04/10/2025     | Advisory Resolution to Approve Executive Compensation                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         5      |                0 | AGAINST     |                                   5      | AGAINST                     |  |
| DREAM FINDERS HOMES,    | 26154D100 | 06/09/2025     | Approval of an advisory resolution approving executive<br>compensation for fiscal year 2024.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |      5891      |                0 | FOR         |                                5891      | FOR                         |  |
| INC.                    |  |  |  |  |  |  |  |  |  |  |
| DUPONT DE NEMOURS,      | 26614N102 | 05/22/2025     | Advisory Resolution to Approve Executive Compensation                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| INC.                    |  |  |  |  |  |  |  |  |  |  |
| EMERSON ELECTRIC CO.    | 291011104 | 02/04/2025     | Approval, by non-binding advisory vote, of Emerson Electric Co.<br>executive compensation.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       300      |                0 | AGAINST     |                                 300      | AGAINST                     |  |
| EXPEDITORS INT'L OF     | 302130109 | 05/06/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        18.7205 |                0 | FOR         |                                  18.7205 | FOR                         |  |
| WASHINGTON, INC.        |  |  |  |  |  |  |  |  |  |  |
| FEDEX CORPORATION       | 31428X106 | 09/23/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        23      |                0 | FOR         |                                  23      | FOR                         |  |
| FORTUNE BRANDS          | 34964C106 | 05/14/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| INNOVATIONS, INC.       |  |  |  |  |  |  |  |  |  |  |
| GE AEROSPACE            | 369604301 | 05/06/2025     | Advisory Approval of Our Named Executives' Compensation                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        25      |                0 | AGAINST     |                                  25      | AGAINST                     |  |
| GENERAL MILLS, INC.     | 370334104 | 09/24/2024     | Advisory Vote on Executive Compensation.                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| GENTEX CORPORATION      | 371901109 | 05/15/2025     | To approve, on an advisory basis, compensation of the Company's<br>named executive officers.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| GLACIER BANCORP, INC.   | 37637Q105 | 04/30/2025     | To vote on an advisory (non-binding) resolution to approve the<br>compensation of the Company's named executive officers.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| HAWAIIAN ELECTRIC       | 419870100 | 05/12/2025     | Advisory vote to approve the compensation of HEI's named<br>executive officers.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |       156      |                0 | FOR         |                                 156      | FOR                         |  |
| INDUSTRIES, INC.        |  |  |  |  |  |  |  |  |  |  |
| HEALTHCARE REALTY       | 42226K105 | 05/20/2025     | [object Object]                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |       973      |                0 | FOR         |                                 973      | FOR                         |  |
| TRUST INCORPORATED      |  |  |  |  |  |  |  |  |  |  |
| HEWLETT PACKARD         | 42824C109 | 04/02/2025     | Advisory vote to approve the Hewlett Packard Enterprise<br>Company's executive compensation.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |       300      |                0 | AGAINST     |                                 300      | AGAINST                     |  |
| ENTERPRISE COMPANY      |  |  |  |  |  |  |  |  |  |  |
| HONEYWELL               | 438516106 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| INTERNATIONAL INC.      |  |  |  |  |  |  |  |  |  |  |
| INDUSTRIAL LOGISTICS    | 456237106 | 05/28/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| PROPERTY TRUST          |  |  |  |  |  |  |  |  |  |  |
| INTEL CORPORATION       | 458140100 | 05/06/2025     | Advisory vote on executive compensation (Say-On-Pay).                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      2995      |                0 | FOR         |                                2995      | FOR                         |  |
| INTUIT INC.             | 461202103 | 01/23/2025     | Advisory vote to approve Intuit's executive compensation (say-on-<br>pay).                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       289      |                0 | FOR         |                                 289      | FOR                         |  |
| JOHNSON  JOHNSON        | 478160104 | 04/24/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |       765.323  |                0 | AGAINST     |                                 765.323  | AGAINST                     |  |
| JPMORGAN CHASE  CO.     | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |       106      |                0 | AGAINST     |                                 106      | AGAINST                     |  |
| LAMB WESTON             | 513272104 | 09/26/2024     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| HOLDINGS, INC.          |  |  |  |  |  |  |  |  |  |  |
| LOWE'S COMPANIES, INC.  | 548661107 | 05/30/2025     | Advisory vote to approve the Company's named executive officer<br>compensation in fiscal 2024.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |     52098.4    |                0 | FOR         |                               52098.4    | FOR                         |  |
| MARATHON OIL            | 565849106 | 08/29/2024     | To approve, by a non-binding advisory vote, certain compensation<br>that may be paid or become payable to Marathon Oil's named<br>executive officers that is based on or otherwise relates to the<br>merger contemplated by the merger agreement. | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| CORPORATION             |  |  |  |  |  |  |  |  |  |  |
| MARKEL GROUP INC.       | 570535104 | 05/21/2025     | Advisory vote on approval of executive compensation.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      4703      |                0 | FOR         |                                4703      | FOR                         |  |
| MARVELL TECHNOLOGY,     | 573874104 | 06/13/2025     | An advisory (non-binding) vote to approve compensation of our<br>named executive officers.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |      1318      |                0 | AGAINST     |                                1318      | AGAINST                     |  |
| INC.                    |  |  |  |  |  |  |  |  |  |  |
| MASTERBRAND INC         | 57638P104 | 06/05/2025     | Advisory resolution to approve executive compensation of the<br>Company's named executive officers.                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| MASTERCARD              | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |     11475      |                0 | AGAINST     |                               11475      | AGAINST                     |  |
| INCORPORATED            |  |  |  |  |  |  |  |  |  |  |
| MCDONALD'S              | 580135101 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        34      |                0 | FOR         |                                  34      | FOR                         |  |
| CORPORATION             |  |  |  |  |  |  |  |  |  |  |
| MERCK  CO., INC.        | 58933Y105 | 05/27/2025     | Non-binding advisory vote to approve the compensation of our<br>named executive officers.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |     21623.8    |                0 | AGAINST     |                               21623.8    | AGAINST                     |  |
| META PLATFORMS, INC.    | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation<br>program for Meta Platforms, Inc.'s named executive officers as<br>disclosed in Meta Platforms, Inc.'s proxy statement.                                                           | SECTION 14A SAY-ON-PAY VOTES |        55      |                0 | AGAINST     |                                  55      | AGAINST                     |  |
| META PLATFORMS, INC.    | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding<br>advisory vote on the compensation program for Meta Platforms,<br>Inc.'s named executive officers should be held every one, two or<br>three years.                              | SECTION 14A SAY-ON-PAY VOTES |        55      |                0 | AGAINST     |                                  55      | AGAINST                     |  |
| MGE ENERGY, INC.        | 55277P104 | 05/20/2025     | Advisory Vote: Approval of the compensation of the named<br>executive officers as disclosed in the proxy statement under the<br>heading "Executive Compensation."                                                                                 | SECTION 14A SAY-ON-PAY VOTES |       188      |                0 | FOR         |                                 188      | FOR                         |  |
| MICRON TECHNOLOGY,      | 595112103 | 01/16/2025     | PROPOSAL BY THE COMPANY TO APPROVE, ON A NON-<br>BINDING ADVISORY BASIS, THE COMPENSATION OF OUR<br>NAMED EXECUTIVE OFFICERS AS DESCRIBED IN THE<br>PROXY STATEMENT.                                                                              | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| INC.                    |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT               | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation<br>("say-on-pay vote").                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      9404.03   |                0 | AGAINST     |                                9404.03   | AGAINST                     |  |
| CORPORATION             |  |  |  |  |  |  |  |  |  |  |
| MORGAN STANLEY          | 617446448 | 05/15/2025     | To approve the compensation of executives as disclosed in the<br>proxy statement (non-binding advisory vote)                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |       330      |                0 | AGAINST     |                                 330      | AGAINST                     |  |
| MORNINGSTAR, INC.       | 617700109 | 05/09/2025     | Advisory vote to approve executive compensation of the<br>Company's named executive officers.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        88      |                0 | FOR         |                                  88      | FOR                         |  |
| NESTLE S.A.             | 641069406 | 04/16/2025     | Acceptance of the Compensation Report 2024 (advisory vote)                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| NETFLIX, INC.           | 64110L106 | 06/05/2025     | Advisory approval of named executive officer compensation.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         5      |                0 | AGAINST     |                                   5      | AGAINST                     |  |
| NVR, INC.               | 62944T105 | 05/06/2025     | Advisory vote to approve compensation paid to certain executive<br>officers.                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |      1468      |                0 | FOR         |                                1468      | FOR                         |  |
| OCCIDENTAL              | 674599105 | 05/02/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        44      |                0 | FOR         |                                  44      | FOR                         |  |
| PETROLEUM               |  |  |  |  |  |  |  |  |  |  |
| CORPORATION             |  |  |  |  |  |  |  |  |  |  |
| ORACLE CORPORATION      | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named<br>Executive Officers.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      2123      |                0 | AGAINST     |                                2123      | AGAINST                     |  |
| O'REILLY AUTOMOTIVE,    | 67103H107 | 05/15/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        65      |                0 | FOR         |                                  65      | FOR                         |  |
| INC.                    |  |  |  |  |  |  |  |  |  |  |
| OTTER TAIL              | 689648103 | 04/14/2025     | To approve, in a non-binding advisory vote, the compensation<br>provided to the Named Executive Officers as described in the<br>Proxy Statement.                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| CORPORATION             |  |  |  |  |  |  |  |  |  |  |
| PAYCHEX, INC.           | 704326107 | 10/10/2024     | ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER<br>COMPENSATION.                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| PEPSICO, INC.           | 713448108 | 05/07/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       845      |                0 | AGAINST     |                                 845      | AGAINST                     |  |
| PRINCIPAL FINANCIAL     | 74251V102 | 05/20/2025     | Advisory approval of the compensation of our named executive<br>officers                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |       181      |                0 | FOR         |                                 181      | FOR                         |  |
| GROUP, INC.             |  |  |  |  |  |  |  |  |  |  |
| PRUDENTIAL FINANCIAL,   | 744320102 | 05/13/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        94.416  |                0 | AGAINST     |                                  94.416  | AGAINST                     |  |
| INC.                    |  |  |  |  |  |  |  |  |  |  |
| PUBLIC STORAGE          | 74460D109 | 05/07/2025     | Advisory vote to approve the compensation of the Company's<br>Named Executive Officers.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        30      |                0 | FOR         |                                  30      | FOR                         |  |
| REALTY INCOME           | 756109104 | 05/13/2025     | A non-binding advisory proposal to approve the compensation of<br>our named executive officers as described in the Proxy Statement.                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |      1475.48   |                0 | FOR         |                                1475.48   | FOR                         |  |
| CORPORATION             |  |  |  |  |  |  |  |  |  |  |
| ROSS STORES, INC.       | 778296103 | 05/21/2025     | Advisory vote to approve the resolution on the compensation of the<br>named executive officers.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |     30553.2    |                0 | FOR         |                               30553.2    | FOR                         |  |
| S GLOBAL INC.           | 78409V104 | 05/07/2025     | Approve, on an advisory basis, the executive compensation<br>program for the Company's named executive officers, as described<br>in the Proxy Statement.                                                                                          | SECTION 14A SAY-ON-PAY VOTES |      8552.08   |                0 | FOR         |                                8552.08   | FOR                         |  |
| SCHLUMBERGER LIMITED    | 806857108 | 04/02/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        94      |                0 | AGAINST     |                                  94      | AGAINST                     |  |
| (SCHLUMBERGER N.V.)     |  |  |  |  |  |  |  |  |  |  |
| SIMPSON                 | 829073105 | 05/06/2025     | Approve, on an advisory basis, the compensation of the<br>Company's named executive officers.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |     25820      |                0 | FOR         |                               25820      | FOR                         |  |
| MANUFACTURING CO.,      |  |  |  |  |  |  |  |  |  |  |
| INC.                    |  |  |  |  |  |  |  |  |  |  |
| SOLVENTUM               | 83444M101 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| CORPORATION             |  |  |  |  |  |  |  |  |  |  |
| SOLVENTUM               | 83444M101 | 04/30/2025     | Advisory vote on frequency of advisory vote to approve executive<br>compensation                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| CORPORATION             |  |  |  |  |  |  |  |  |  |  |
| STRYKER CORPORATION     | 863667101 | 05/08/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |       240.263  |                0 | AGAINST     |                                 240.263  | AGAINST                     |  |
| T. ROWE PRICE GROUP,    | 74144T108 | 05/08/2025     | Approve, by a non-binding advisory vote, the compensation paid<br>by the Company to its Named Executive Officers.                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |       439.498  |                0 | AGAINST     |                                 439.498  | AGAINST                     |  |
| INC.                    |  |  |  |  |  |  |  |  |  |  |
| THE BOEING COMPANY      | 097023105 | 04/24/2025     | Approve, on an Advisory Basis, Named Executive Officer<br>Compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |       216      |                0 | FOR         |                                 216      | FOR                         |  |
| THE CHARLES SCHWAB      | 808513105 | 05/22/2025     | Advisory approval of named executive officer compensation                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |       692.992  |                0 | AGAINST     |                                 692.992  | AGAINST                     |  |
| CORPORATION             |  |  |  |  |  |  |  |  |  |  |
| THE COCA-COLA           | 191216100 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |      1463.94   |                0 | AGAINST     |                                1463.94   | AGAINST                     |  |
| COMPANY                 |  |  |  |  |  |  |  |  |  |  |
| THE HOME DEPOT, INC.    | 437076102 | 05/22/2025     | Advisory Vote to Approve Executive Compensation ("Say-on-Pay")                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |      1152.71   |                0 | FOR         |                                1152.71   | FOR                         |  |
| THE KRAFT HEINZ         | 500754106 | 05/08/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        33      |                0 | FOR         |                                  33      | FOR                         |  |
| COMPANY                 |  |  |  |  |  |  |  |  |  |  |
| THE PROCTER  GAMBLE     | 742718109 | 10/08/2024     | Advisory Vote to Approve the Company's Executive Compensation<br>(the "Say on Pay" vote).                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |       844      |                0 | AGAINST     |                                 844      | AGAINST                     |  |
| COMPANY                 |  |  |  |  |  |  |  |  |  |  |
| THE TJX COMPANIES,      | 872540109 | 06/10/2025     | Advisory approval of TJX's executive compensation (the say-on-<br>pay vote)                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |      8297.02   |                0 | AGAINST     |                                8297.02   | AGAINST                     |  |
| INC.                    |  |  |  |  |  |  |  |  |  |  |
| THE WENDY'S COMPANY     | 95058W100 | 05/21/2025     | Advisory resolution to approve executive compensation.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| U.S. BANCORP            | 902973304 | 04/15/2025     | An advisory vote to approve the compensation of our executives<br>disclosed in the proxy statement.                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        40      |                0 | AGAINST     |                                  40      | AGAINST                     |  |
| ULTA BEAUTY, INC.       | 90384S303 | 06/11/2025     | Advisory resolution to approve the Company's executive<br>compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |     10869      |                0 | FOR         |                               10869      | FOR                         |  |
| UNION PACIFIC           | 907818108 | 05/08/2025     | Approve, by non-binding vote, the compensation of the Company's<br>Named Executive Officers ("Say on Pay").                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        85      |                0 | FOR         |                                  85      | FOR                         |  |
| CORPORATION             |  |  |  |  |  |  |  |  |  |  |
| UNITED PARCEL           | 911312106 | 05/08/2025     | To approve on an advisory basis named executive officer<br>compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |       225      |                0 | AGAINST     |                                 225      | AGAINST                     |  |
| SERVICE, INC.           |  |  |  |  |  |  |  |  |  |  |
| VERTIV HOLDINGS CO      | 92537N108 | 06/18/2025     | To approve, on an advisory basis, the 2024 compensation of our<br>named executive officers as disclosed in the Proxy Statement.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| VIATRIS INC.            | 92556V106 | 12/06/2024     | Approval of, on a non-binding advisory basis, the 2023<br>compensation of the named executive officers of the Company.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         1      |                0 | AGAINST     |                                   1      | AGAINST                     |  |
| VISA INC.               | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our<br>named executive officers.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |     44625.2    |                0 | AGAINST     |                               44625.2    | AGAINST                     |  |
| WALMART INC.            | 931142103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |       852      |                0 | AGAINST     |                                 852      | AGAINST                     |  |
| WARNER BROS.            | 934423104 | 06/02/2025     | To vote on an advisory resolution to approve the 2024<br>compensation of Warner Bros. Discovery, Inc.'s named executive<br>officers, commonly referred to as a "Say-on-Pay" vote.                                                                 | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 | NONE        |                                   0      | NONE                        |  |
| DISCOVERY, INC.         |  |  |  |  |  |  |  |  |  |  |
| WILLIAMS-SONOMA, INC.   | 969904101 | 06/11/2025     | An advisory vote to approve executive compensation                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      4208.42   |                0 | AGAINST     |                                4208.42   | AGAINST                     |  |
| ZOETIS INC.             | 98978V103 | 05/21/2025     | Advisory vote to approve our executive compensation.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |     25393      |                0 | FOR         |                               25393      | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Berkeley, Inc

**By (Signature):** Megan Parrish

**By (Printed Signature):** Megan Parrish

**By (Title):** CCO

**Date:** 08/15/2025