# EDGAR Filing Document

**Accession Number:** 0001799877
**File Stem:** 0001398344-25-016040
**Filing Date:** 2025-8
**Character Count:** 52879
**Document Hash:** 939ab3ded1c9adcade926d26c597d3c2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-25-016040.hdr.sgml**: 20250818

**ACCESSION NUMBER**: 0001398344-25-016040

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250818

**EFFECTIVENESS DATE**: 20250818

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Live Oak Private Wealth LLC
- **CENTRAL INDEX KEY:** 0001799877

**ORGANIZATION NAME:**
- **EIN:** 830889406
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19936
- **FILM NUMBER:** 251227777

**BUSINESS ADDRESS:**
- **STREET 1:** 1741 TIBURON DRIVE
- **CITY:** WILMINGTON
- **STATE:** NC
- **ZIP:** 28403
- **BUSINESS PHONE:** 844.469.5679

**MAIL ADDRESS:**
- **STREET 1:** 1741 TIBURON DRIVE
- **CITY:** WILMINGTON
- **STATE:** NC
- **ZIP:** 28403

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

## N-PX: Filer Information

**Filer CIK:** 0001799877

**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:** Live Oak Private Wealth LLC

**Address:** 1741 TIBURON DRIVE, WILMINGTON, NC 28403

**Telephone number:** 252-822-7149

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-19936

**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 Labs                        | 002824100 | 04/25/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          57030 |                0 | FOR         |                                    57030 | FOR                         |  |
| Abbott Labs                        | 002824100 | 04/25/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          22787 |                0 | FOR         |                                    22787 | FOR                         |  |
| Abbott Labs                        | 002824100 | 04/25/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           8037 |                0 | FOR         |                                     8037 | FOR                         |  |
| Agilent                            | 00846U101 | 03/13/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          21535 |                0 | FOR         |                                    21535 | FOR                         |  |
| Agilent Technologies               | 00846U101 | 03/13/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          16110 |                0 | FOR         |                                    16100 | FOR                         |  |
| Alphabet                           | 02079K305 | 06/05/2025     | Stockholder proposal regarding a financial performance policy                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          16715 |                0 | FOR         |                                    16715 | FOR                         |  |
| Alphabet                           | 02079K305 | 06/06/2025     | Stockholder proposal regarding a financial performance policy                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          43771 |                0 | FOR         |                                    43771 | FOR                         |  |
| Analog Devices                     | 032654105 | 03/12/2025     | Advisory vote to approve the compensation of our named executive officer                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          26548 |                0 | FOR         |                                    26548 | FOR                         |  |
| AON                                | G0403H108 | 06/27/2025     | Advisory vote to approve the compensation of the Company's named executive officers                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          20492 |                0 | FOR         |                                    20492 | FOR                         |  |
| Apple                              | 037833100 | 02/24/2025     | Advisory vote to approve executive compensation                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          49684 |                0 | FOR         |                                    49684 | FOR                         |  |
| Apple                              | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          22123 |                0 | FOR         |                                    22123 | FOR                         |  |
| Bank of America                    | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         201822 |                0 | FOR         |                                   201822 | FOR                         |  |
| Bank of America                    | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         129850 |                0 | FOR         |                                   129850 | FOR                         |  |
| Bank of America                    | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           6960 |                0 | FOR         |                                     6960 | FOR                         |  |
| Bank of America                    | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            950 |                0 | FOR         |                                      950 | FOR                         |  |
| Bank of America                    | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           1945 |                0 | FOR         |                                     1945 | FOR                         |  |
| Bank of America                    | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          41378 |                0 | FOR         |                                    41378 | FOR                         |  |
| Berkshire Hathaway                 | 084670108 | 04/29/2025     | Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio.                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |              3 |                0 | FOR         |                                        3 | FOR                         |  |
| Berkshire Hathaway                 | 084670108 | 04/29/2025     | Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio.                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          24496 |                0 | FOR         |                                    24496 | FOR                         |  |
| Berkshire Hathaway                 | 084670108 | 04/29/2025     | Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio.                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          42228 |                0 | FOR         |                                    42228 | FOR                         |  |
| Boeing                             | 097023105 | 04/24/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           8851 |                0 | FOR         |                                     8851 | FOR                         |  |
| Boeing                             | 097023105 | 04/24/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           5974 |                0 | FOR         |                                     5974 | FOR                         |  |
| Boeing                             | 097023105 | 04/24/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          18481 |                0 | FOR         |                                    18481 | FOR                         |  |
| Boeing                             | 097023105 | 04/24/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          36790 |                0 | FOR         |                                    36790 | FOR                         |  |
| Boeing                             | 097023105 | 04/24/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          18481 |                0 | FOR         |                                    18481 | FOR                         |  |
| Boeing                             | 097023105 | 04/24/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          36790 |                0 | FOR         |                                    36790 | FOR                         |  |
| Carmax                             | 143130102 | 06/24/2025     | To approve, in an advisory (non-binding) vote, the compensation of our named executive officers                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          80947 |                0 | FOR         |                                    80947 | FOR                         |  |
| Charles Schwab                     | 808513105 | 05/22/2025     | Advisory approval of named executive officer compensation                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         133718 |                0 | FOR         |                                   133718 | FOR                         |  |
| Charles Schwab                     | 808513105 | 05/22/2025     | Advisory approval of named executive officer compensation                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          65205 |                0 | FOR         |                                    65205 | FOR                         |  |
| Chevron Corp                       | 166764100 | 05/28/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          11334 |                0 | FOR         |                                    11334 | FOR                         |  |
| Chevron Corp                       | 166764100 | 05/28/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          36338 |                0 | FOR         |                                    36338 | FOR                         |  |
| Cisco                              | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          40985 |                0 | FOR         |                                    40985 | FOR                         |  |
| Cisco                              | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          36464 |                0 | FOR         |                                    36464 | FOR                         |  |
| Comcast                            | 20030N101 | 06/18/2025     | Advisory vote on executive compensation                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          59413 |                0 | FOR         |                                    59413 | FOR                         |  |
| Comcast                            | 20030N101 | 06/18/2025     | Consider "CEO pay ratio factor" in executive compensation                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          59413 |                0 | FOR         |                                    59413 | FOR                         |  |
| Disney                             | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          12304 |                0 | FOR         |                                    12304 | FOR                         |  |
| Disney                             | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          30386 |                0 | FOR         |                                    30386 | FOR                         |  |
| Dollar Tree                        | 256746108 | 06/19/2025     | To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers.                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          58459 |                0 | FOR         |                                    58459 | FOR                         |  |
| Dollar Tree                        | 256746108 | 06/19/2025     | To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          90022 |                0 | FOR         |                                    90022 | FOR                         |  |
| Electronic Arts Inc.               | 285512106 | 08/01/2024     | Advisory vote to approve named executive officer compensation                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Equitable Holdings                 | 29452E101 | 05/21/2025     | Advisory vote to approve the compensation paid to our named executive officers                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Euronet Worldwode                  | 298736109 | 05/13/2025     | Advisory vote on executive compensation.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           9985 |                0 | FOR         |                                     9985 | FOR                         |  |
| Ferguson                           | 31488v107 | 12/04/2024     | To approve, on an advisory basis, the fiscal 2024 compensation of the Company's Named Executive Officers                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          16749 |                0 | FOR         |                                    16749 | FOR                         |  |
| Ferguson                           | 31488v107 | 12/04/2024     | To approve, on an advisory basis, the frequency of future shareholder advisory votes to approve the compensation of the Company's Named Executive Officers                                            | SECTION 14A SAY-ON-PAY VOTES |          16749 |                0 | FOR         |                                    16749 | FOR                         |  |
| First Citizens Bancshares          | 31946M103 | 04/29/2025     | Non-binding advisory resolution ("say-on-pay" resolution) to approve compensation paid or provided to BancShares' named executive officers as disclosed in the proxy statement for the Annual Meeting | SECTION 14A SAY-ON-PAY VOTES |            243 |                0 | FOR         |                                      243 | FOR                         |  |
| First Citizens Bancshares          | 31946M103 | 04/29/2025     | Non-binding advisory resolution ("say-on-pay" resolution) to approve compensation paid or provided to BancShares' named executive officers as disclosed in the proxy statement for the Annual Meeting | SECTION 14A SAY-ON-PAY VOTES |            121 |                0 | FOR         |                                      121 | FOR                         |  |
| First Citizens Bancshares          | 31946M103 | 04/29/2025     | Non-binding advisory resolution ("say-on-pay" resolution) to approve compensation paid or provided to BancShares' named executive officers as disclosed in the proxy statement for the Annual Meeting | SECTION 14A SAY-ON-PAY VOTES |            109 |                0 | FOR         |                                      109 | FOR                         |  |
| Fiserv                             | 337738108 | 05/13/2025     | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          10066 |                0 | FOR         |                                    10066 | FOR                         |  |
| Fiserv                             | 337738108 | 05/13/2025     | Shareholder proposal requesting amendments to the Fiserv, Inc. Compensation Recoupment Policy                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          10066 |                0 | FOR         |                                    10066 | FOR                         |  |
| Fiserv                             | 337738108 | 05/13/2025     | Shareholder proposal requesting amendments to the Fiserv, Inc. Compensation Recoupment Policy                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          22474 |                0 | FOR         |                                    22474 | FOR                         |  |
| Fiserv                             | 337738108 | 05/13/2025     | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          22474 |                0 | FOR         |                                    22474 | FOR                         |  |
| Floor  Decor                       | 339750101 | 05/07/2025     | Approve, by non-binding vote, the compensation paid to the Company's named executive officers for the 2024 fiscal year.                                                                               | SECTION 14A SAY-ON-PAY VOTES |          51428 |                0 | FOR         |                                    51428 | FOR                         |  |
| Floor  Decor                       | 339750101 | 05/07/2025     | Approve, by non-binding vote, the compensation paid to the Company's named executive officers for the 2024 fiscal year.                                                                               | SECTION 14A SAY-ON-PAY VOTES |            714 |                0 | FOR         |                                      714 | FOR                         |  |
| Goldman Sachs                      | 38141g104 | 04/23/2025     | Advisory Vote to Approve Executive Compensation (Say on Pay)                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |       10022403 |                0 | FOR         |                                 10022403 | FOR                         |  |
| Goldman Sachs                      | 38141g104 | 04/23/2025     | Shareholder Proposal Regarding DEI Goals in Executive Pay Incentive                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |       10022403 |                0 | FOR         |                                 10022403 | FOR                         |  |
| Invesco                            | G491BT108 | 05/22/2025     | Advisory vote to approve the company's 2024 executive compensation.                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         185896 |                0 | FOR         |                                   185896 | FOR                         |  |
| Jabil                              | 446313103 | 01/23/2025     | Approve (on an advisory basis) Jabil's executive compensation.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          23365 |                0 | FOR         |                                    23365 | FOR                         |  |
| Jabil                              | 446313103 | 01/22/2025     | Approve (on an advisory basis) Jabil's executive compensation.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           9863 |                0 | FOR         |                                     9863 | FOR                         |  |
| JP Morgan                          | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          28686 |                0 | FOR         |                                    28686 | FOR                         |  |
| Linde                              | G54950103 | 07/30/2024     | To approve, on an advisory and non-binding basis, the compensation of Linde plc's Named Executive Officers, as disclosed in the 2024 Proxy statement.                                                 | SECTION 14A SAY-ON-PAY VOTES |           3723 |                0 | FOR         |                                     3723 | FOR                         |  |
| Linde                              | G54950103 | 06/29/2025     | To approve, on an advisory and non-binding basis, the compensation of Linde plc's Named Executive Officers, as disclosed in the 2025 Proxy statement.                                                 | SECTION 14A SAY-ON-PAY VOTES |           4061 |                0 | FOR         |                                     4061 | FOR                         |  |
| Linde                              | G54950103 | 06/29/2025     | 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 |           4061 |                0 | FOR         |                                     4061 | FOR                         |  |
| Lowes                              | 548661107 | 05/30/2025     | Advisory vote to approve the Company's named executive officer compensation in fiscal 2024.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          28686 |                0 | FOR         |                                    28686 | FOR                         |  |
| Lowes                              | 548661107 | 05/30/2025     | Advisory vote to approve the Company's named executive officer compensation in fiscal 2024.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          33357 |                0 | FOR         |                                    33357 | FOR                         |  |
| LuluLemon                          | 550021109 | 06/11/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          14526 |                0 | FOR         |                                    14526 | FOR                         |  |
| LuluLemon                          | 550021109 | 06/11/2025     | To approve, on an advisory basis, the compensation of the Company's named executiv                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |              2 |                0 | FOR         |                                        2 | FOR                         |  |
| Markel Group                       | 570535104 | 05/21/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |             28 |                0 | FOR         |                                       28 | FOR                         |  |
| Markel Group                       | 570535104 | 05/21/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           5968 |                0 | FOR         |                                     5968 | FOR                         |  |
| Mastercard                         | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          19293 |                0 | FOR         |                                    19293 | FOR                         |  |
| Merck                              | 58933Y105 | 05/27/2025     | Shareholder proposal to revisit DEI goals in executive pay incentives                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          22838 |                0 | FOR         |                                    22838 | FOR                         |  |
| Merck  Company                     | 58933Y105 | 05/27/2025     | Non-binding advisory vote to approve the compensation of our named executive officers                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          11553 |                0 | FOR         |                                    11553 | FOR                         |  |
| Merck  Company                     | 58933Y105 | 05/27/2025     | Shareholder proposal to revisit DEI goals in executive pay incentives                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          11553 |                0 | FOR         |                                    11553 | FOR                         |  |
| Merck  Company                     | 58933Y105 | 05/27/2025     | Non-binding advisory vote to approve the compensation of our named executive officers                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          38697 |                0 | FOR         |                                    38697 | FOR                         |  |
| Merck  Company                     | 58933Y105 | 05/27/2025     | Shareholder proposal to revisit DEI goals in executive pay incentives                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          38697 |                0 | FOR         |                                    38697 | FOR                         |  |
| Metlife                            | 59156R108 | 06/17/2025     | Advisory (non-binding) vote to approve the compensation paid to MetLife, Inc.'s Named Executive Officers                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          69761 |                0 | FOR         |                                    69761 | FOR                         |  |
| Metlife                            | 59156R108 | 06/17/2025     | Advisory (non-binding) vote to approve the compensation paid to MetLife, Inc.'s Named Executive Officers                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          23639 |                0 | FOR         |                                    23639 | FOR                         |  |
| Microsoft                          | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote")                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          40985 |                0 | FOR         |                                    40985 | FOR                         |  |
| Microsoft                          | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           8062 |                0 | FOR         |                                     8062 | FOR                         |  |
| Moody's Corporation                | 615369105 | 04/15/2025     | Advisory resolution approving executive compensation                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          10571 |                0 | FOR         |                                    10571 | FOR                         |  |
| Mosaic Company                     | 61945C103 | 05/29/2025     | An advisory vote to approve the compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          68706 |                0 | FOR         |                                    68706 | FOR                         |  |
| Newmont Corp                       | 651639106 | 04/30/2025     | Approval of the advisory resolution on Newmont's executive compensation.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          32273 |                0 | FOR         |                                    32273 | FOR                         |  |
| Newmont Corporation                | 651639106 | 04/30/2025     | Approval of the advisory resolution on Newmont's executive compensation                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          85420 |                0 | FOR         |                                    85420 | FOR                         |  |
| Novartis                           | 66987v109 | 03/07/2025     | Binding vote on the maximum aggregate amount of compensation for the Board of Directors from the 2025 Annual General Meeting to the 2026 Annual General Meeting.                                      | SECTION 14A SAY-ON-PAY VOTES |          12968 |                0 | FOR         |                                    12968 | FOR                         |  |
| Novartis                           | 66987v109 | 03/07/2025     | Binding vote on the maximum aggregate amount of compensation for the Executive Committee for the 2026 financial year.                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          12968 |                0 | FOR         |                                    12968 | FOR                         |  |
| Novartis                           | 66987v109 | 03/07/2025     | Advisory vote on the 2024 Compensation Report.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          12968 |                0 | FOR         |                                    12968 | FOR                         |  |
| Novartis                           | 66987v109 | 03/07/2025     | Binding vote on the maximum aggregate amount of compensation for the Board of Directors from the 2025 Annual General Meeting to the 2026 Annual General Meeting.                                      | SECTION 14A SAY-ON-PAY VOTES |          18865 |                0 | FOR         |                                    18865 | FOR                         |  |
| Novartis                           | 66987v109 | 03/07/2025     | Advisory vote on the 2024 Compensation Report.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          18865 |                0 | FOR         |                                    18865 | FOR                         |  |
| Oracle                             | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named Executive Officers.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          27830 |                0 | FOR         |                                    27830 | FOR                         |  |
| Oracle                             | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named Executive Officers.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          17334 |                0 | FOR         |                                    17334 | FOR                         |  |
| Paychex, Inc.                      | 704326107 | 10/10/2024     | ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | ABSTAIN     |                                        0 | NONE                        |  |
| Pfizer                             | 717081103 | 04/24/2025     | 2025 advisory approval of executive compensation                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          39358 |                0 | FOR         |                                    39358 | FOR                         |  |
| Pfizer                             | 717081103 | 04/24/2025     | 2025 advisory approval of executive compensation                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         103099 |                0 | FOR         |                                   103099 | FOR                         |  |
| Pfizer                             | 31946m103 | 04/24/2025     | 2025 advisory approval of executive compensation                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          77153 |                0 | FOR         |                                    77153 | FOR                         |  |
| Pfizer                             | 31946m103 | 04/24/2025     | 2025 advisory approval of executive compensation                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            134 |                0 | FOR         |                                      134 | FOR                         |  |
| Qualcomm                           | 747525103 | 03/18/2025     | Approval, on an advisory basis, of the compensation of our named executive officer                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          12378 |                0 | FOR         |                                    12378 | FOR                         |  |
| Qualcomm                           | 747525103 | 03/18/2025     | Approval, on an advisory basis, of the compensation of our named executive officers                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          28377 |                0 | FOR         |                                    28377 | FOR                         |  |
| RTX Corp                           | 75513e101 | 05/01/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          35888 |                0 | FOR         |                                    35888 | FOR                         |  |
| Schlumb                            | 806857108 | 04/02/2025     | Advisory approval of our executive compensation                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          41326 |                0 | FOR         |                                    41326 | FOR                         |  |
| Schlumberger                       | 806857108 | 04/02/2025     | Advisory approval of our executive compensation                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          66270 |                0 | FOR         |                                    66270 | FOR                         |  |
| Siemens                            | 826197501 | 02/13/2025     | Approval of the Compensation Report.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          18555 |                0 | FOR         |                                    18555 | FOR                         |  |
| Siemens                            | 826197501 | 02/13/2025     | Compensation for Supervisory Board members.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          18555 |                0 | FOR         |                                    18555 | FOR                         |  |
| Thermo Fisher Scientific           | 883556102 | 05/21/2025     | An advisory vote to approve named executive officer compensation                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            514 |                0 | FOR         |                                      514 | FOR                         |  |
| Thermo Fisher Scientific           | 883556102 | 05/21/2025     | An advisory vote to approve named executive officer compensation                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           9013 |                0 | FOR         |                                     9013 | FOR                         |  |
| TJX Companies                      | 872540109 | 06/10/2025     | Advisory approval of TJX's executive compensation (the say-on-pay vote)                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          25112 |                0 | FOR         |                                    25112 | FOR                         |  |
| TJX Companies                      | 872540109 | 06/10/2025     | Advisory approval of TJX's executive compensation (the say-on-pay vote)                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          30538 |                0 | FOR         |                                    30538 | FOR                         |  |
| United Parcel Service              | 911312106 | 05/08/2025     | To approve on an advisory basis named executive officer compensation                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          21514 |                0 | FOR         |                                    21514 | FOR                         |  |
| United Parcel Service              | 911312106 | 05/08/2025     | To approve on an advisory basis named executive officer compensation                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          31187 |                0 | FOR         |                                    31187 | FOR                         |  |
| United Parcel Service              | 911312106 | 05/08/2025     | To approve on an advisory basis named executive officer compensation                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          10189 |                0 | FOR         |                                    10189 | FOR                         |  |
| UnitedHealth Group                 | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          24469 |                0 | FOR         |                                    24469 | FOR                         |  |
| UnitedHealth Group                 | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             76 |                0 | FOR         |                                       76 | FOR                         |  |
| Visa                               | 92826c839 | 01/27/2025     | Shareholder proposal on gender-based compensation gaps and associated risks.                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          25723 |                0 | FOR         |                                    25723 | FOR                         |  |
| Vishay Intertechnology             | 928298108 | 05/20/2025     | The advisory approval of the compensation of the Company's Named Executive Officers                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          96125 |                0 | FOR         |                                    96125 | FOR                         |  |
| Vishay Intertechnology             | 928298108 | 05/20/2025     | Frequency of advisory vote on the compensation of the Company's Named Executive Officers                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          96125 |                0 | FOR         |                                    96125 | FOR                         |  |
| Vishay Intertechnology             | 928298108 | 05/20/2025     | The advisory approval of the compensation of the Company's Named Executive Officers                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         141535 |                0 | FOR         |                                   141535 | FOR                         |  |
| Vishay Intertechnology             | 928298108 | 05/20/2025     | Frequency of advisory vote on the compensation of the Company's Named Executive Officers                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         141535 |                0 | FOR         |                                   141535 | FOR                         |  |
| Willis Towers Watson Public Ltd Co | G96629103 | 05/15/2025     | Approve, on an advisory basis, the named executive officer compensation                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           6335 |                0 | FOR         |                                     6335 | FOR                         |  |
| Zimmer Biomet Holdings             | 98956P102 | 05/29/2025     | Approve, on a non-binding advisory basis, named executive officer compensation ("Say on Pay")                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          21554 |                0 | FOR         |                                    21554 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Live Oak Private Wealth LLC

**By (Signature):** Terry Webb Sapp

**By (Printed Signature):** Terry Webb Sapp

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

**Date:** 08/18/2025