# EDGAR Filing Document

**Accession Number:** 0001818535
**File Stem:** 0001818535-25-000005
**Filing Date:** 2025-8
**Character Count:** 128190
**Document Hash:** 09878eac526ced1710d7e53fb11da405
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001818535-25-000005.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001818535-25-000005

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Carl P. Sherr & Co., LLC
- **CENTRAL INDEX KEY:** 0001818535

**ORGANIZATION NAME:**
- **EIN:** 043542231
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1220

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20307
- **FILM NUMBER:** 251275118

**BUSINESS ADDRESS:**
- **STREET 1:** 446 MAIN STREET
- **CITY:** WORCESTER
- **STATE:** MA
- **ZIP:** 01608
- **BUSINESS PHONE:** 508-791-7126

**MAIL ADDRESS:**
- **STREET 1:** 446 MAIN STREET
- **CITY:** WORCESTER
- **STATE:** MA
- **ZIP:** 01608

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

## N-PX: Filer Information

**Filer CIK:** 0001818535

**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:** Carl P. Sherr  Co., LLC

**Address:** 446 MAIN STREET, WORCESTER, MA 01608

**Telephone number:** 508-791-7126

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-20307

**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                   |  | 05/13/2025     | Advisory approval of executive<br>compensation.                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            541 |                0 | FOR         |                                      541 | FOR                         |  |
| ABBOTT LABORATORIES          |  | 04/25/2025     | Say on Pay - An Advisory Vote on<br>the Approval of Executive<br>Compensation                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          62978 |                0 | FOR         |                                    62978 | FOR                         |  |
| ABBVIE INC.                  |  | 05/09/2025     | Say on Pay - An advisory vote on the<br>approval of executive compensation                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          16405 |                0 | FOR         |                                    16405 | FOR                         |  |
| ACCENTURE PLC                |  | 02/06/2025     | To approve, in a non-binding vote,<br>the compensation of our named<br>executive officers.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             51 |                0 | ABSTAIN     |                                       51 | AGAINST                     |  |
| ADOBE INC.                   |  | 04/22/2025     | Approve, on an advisory basis, the compensation of our named<br>executive officers.                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          15640 |                0 | FOR         |                                    15640 | FOR                         |  |
| ADVANCED MICRO DEVICES,      |  | 05/14/2025     | Approve on a non-binding, advisory<br>basis the compensation of the<br>named executive officers, as<br>disclosed in this proxy statement<br>pursuant to the compensation<br>disclosure rules of the U.S.<br>Securities and Exchange<br>Commission.                                                                    | SECTION 14A SAY-ON-PAY VOTES |           3428 |                0 | FOR         |                                     3428 | FOR                         |  |
| INC.                         |  |  |  |  |  |  |  |  |  |  |
| AIR PRODUCTS AND             |  | 01/23/2025     | Advisory Vote Approving the<br>Compensation of the Company's<br>Executive Officers.                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |              9 |                0 | ABSTAIN     |                                        9 | AGAINST                     |  |
| CHEMICALS, INC.              |  |  |  |  |  |  |  |  |  |  |
| AKOUSTIS TECHNOLOGIES, INC.  |  | 12/19/2024     | Proposal to approve, on a non-<br>binding, advisory basis, the<br>compensation paid to our named<br>executive officers.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            150 |                0 | FOR         |                                      150 | FOR                         |  |
| ALTERITY THERAPEUTICS        |  | 11/22/2024     | Non-binding resolution to adopt<br>Remuneration Report                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | ABSTAIN     |                                      200 | NONE                        |  |
| LIMITED                      |  |  |  |  |  |  |  |  |  |  |
| ALTRIA GROUP, INC.           |  | 05/15/2025     | Non-Binding Advisory Vote to<br>Approve the Compensation of<br>Altria's Named Executive Officers                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           1864 |                0 | FOR         |                                     1864 | FOR                         |  |
| AMAZON.COM, INC.             |  | 05/21/2025     | ADVISORY VOTE TO APPROVE<br>EXECUTIVE COMPENSATION                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          46428 |                0 | FOR         |                                    46428 | FOR                         |  |
| AMEREN CORPORATION           |  | 05/08/2025     | COMPANY PROPOSAL - ADVISORY<br>APPROVAL OF COMPENSATION OF<br>THE NAMED EXECUTIVE OFFICERS<br>DISCLOSED IN THE PROXY<br>STATEMENT.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            433 |                0 | FOR         |                                      433 | FOR                         |  |
| AMERICAN AIRLINES GROUP      |  | 06/11/2025     | A proposal to approve, on a non-<br>binding, advisory basis, executive<br>compensation as disclosed in the<br>Proxy Statement for the 2025<br>Annual Meeting.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |              4 |                0 | FOR         |                                        4 | FOR                         |  |
| INC.                         |  |  |  |  |  |  |  |  |  |  |
| AMERICAN ELECTRIC POWER      |  | 04/29/2025     | Advisory approval of the Company's<br>executive compensation.                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          42470 |                0 | FOR         |                                    42470 | FOR                         |  |
| COMPANY, INC.                |  |  |  |  |  |  |  |  |  |  |
| AMERICAN EXPRESS COMPANY     |  | 04/29/2025     | Approval, on an advisory basis, of<br>the Company's executive<br>compensation.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           1103 |                0 | FOR         |                                     1103 | FOR                         |  |
| AMERICAN INTERNATIONAL       |  | 05/14/2025     | Advisory Vote to Approve Named<br>Executive Officer Compensation.                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |              9 |                0 | FOR         |                                        9 | FOR                         |  |
| GROUP, INC.                  |  |  |  |  |  |  |  |  |  |  |
| AMETEK, INC.                 |  | 05/07/2025     | Approval, by advisory vote, of the<br>compensation of AMETEK, Inc.'s<br>named executive officers.                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | FOR         |                                       50 | FOR                         |  |
| AMGEN INC.                   |  | 05/23/2025     | Advisory vote to approve our<br>executive compensation.                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |             26 |                0 | FOR         |                                       26 | FOR                         |  |
| ANALOG DEVICES, INC.         |  | 03/12/2025     | Advisory vote to approve the<br>compensation of our named<br>executive officers.                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |             42 |                0 | ABSTAIN     |                                       42 | AGAINST                     |  |
| APPLE INC.                   |  | 02/25/2025     | Advisory vote to approve executive<br>compensation                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          73513 |                0 | FOR         |                                    73513 | FOR                         |  |
| APPLIED MATERIALS, INC.      |  | 03/06/2025     | Approval, on an advisory basis, of<br>the compensation of Applied<br>Materials' named executive officers<br>for fiscal year 2024.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          33800 |                0 | FOR         |                                    33800 | FOR                         |  |
| APTIV PLC                    |  | 04/23/2025     | Say-on-Pay - To approve, by<br>advisory vote, executive<br>compensation.                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          87643 |                0 | FOR         |                                    87643 | FOR                         |  |
| ARCHER-DANIELS-MIDLAND       |  | 05/08/2025     | Advisory Vote on Executive<br>Compensation.                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |              4 |                0 | FOR         |                                        4 | FOR                         |  |
| COMPANY                      |  |  |  |  |  |  |  |  |  |  |
| ARISTA NETWORKS, INC.        |  | 05/30/2025     | Approval, on an advisory basis, of<br>the compensation of our named<br>executive officers.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            790 |                0 | FOR         |                                      790 | FOR                         |  |
| AT INC.                      |  | 05/15/2025     | Advisory Approval of Executive<br>Compensation                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         132092 |                0 | FOR         |                                   132092 | FOR                         |  |
| AURORA CANNABIS INC.         |  | 08/09/2024     | To consider and, if deemed<br>appropriate, to pass with or without<br>variation, a non-binding advisory<br>resolution on the Company's<br>approach to executive<br>compensation, as more particularly<br>described in the accompanying<br>Information Circular.                                                       | SECTION 14A SAY-ON-PAY VOTES |              1 |                0 | FOR         |                                        1 | FOR                         |  |
| AUTODESK, INC.               |  | 06/18/2025     | Approve, on an advisory (non-<br>binding) basis, the compensation of<br>Autodesk, Inc.'s named executive<br>officers.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |              5 |                0 | FOR         |                                        5 | FOR                         |  |
| AVIDXCHANGE HOLDINGS, INC.   |  | 06/26/2025     | A proposal to approve, on a non-<br>binding advisory basis, the<br>compensation of the Company's<br>named executive officers.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         505565 |                0 | FOR         |                                   505565 | FOR                         |  |
| AXON ENTERPRISE, INC.        |  | 05/29/2025     | Proposal No. 2 requests that<br>shareholders vote to approve, on an<br>advisory basis, the compensation of<br>the Company's named executive<br>officers.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |             47 |                0 | FOR         |                                       47 | FOR                         |  |
| BANK OF AMERICA              |  | 04/22/2025     | Approving our executive<br>compensation (an advisory, non-<br>binding "Say on Pay" resolution)                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         260901 |                0 | FOR         |                                   260901 | FOR                         |  |
| CORPORATION                  |  |  |  |  |  |  |  |  |  |  |
| BECTON, DICKINSON AND        |  | 01/28/2025     | Advisory vote to approve named<br>executive officer compensation.                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          27000 |                0 | FOR         |                                    27000 | FOR                         |  |
| COMPANY                      |  |  |  |  |  |  |  |  |  |  |
| BELLRING BRANDS, INC.        |  | 01/28/2025     | To consider and vote, on an<br>advisory basis, for the adoption of a<br>resolution approving the<br>compensation of our named<br>executive officers, as such<br>compensation is described under<br>the "Compensation Discussion and<br>Analysis" and "Executive<br>Compensation" sections of this<br>proxy statement. | SECTION 14A SAY-ON-PAY VOTES |              8 |                0 | ABSTAIN     |                                        8 | AGAINST                     |  |
| BLACKROCK, INC.              |  | 05/15/2025     | Approval, in a non-binding advisory<br>vote, of the compensation for<br>named executive officers.                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |             94 |                0 | FOR         |                                       94 | FOR                         |  |
| BLACKSTONE MORTGAGE          |  | 06/27/2025     | Advisory Vote on Executive<br>Compensation: To approve in a non-<br>binding, advisory vote, the<br>compensation paid to our named<br>executive officers.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           3225 |                0 | FOR         |                                     3225 | FOR                         |  |
| TRUST, INC.                  |  |  |  |  |  |  |  |  |  |  |
| BLOCK, INC.                  |  | 06/17/2025     | TO APPROVE, ON AN ADVISORY<br>BASIS, THE COMPENSATION OF OUR<br>NAMED EXECUTIVE OFFICERS.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |              6 |                0 | FOR         |                                        6 | FOR                         |  |
| BOOZ ALLEN HAMILTON          |  | 07/24/2024     | Advisory vote to approve the<br>compensation of the Company's<br>named executive officers.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          53055 |                0 | FOR         |                                    53055 | FOR                         |  |
| HOLDING CORPORATION          |  |  |  |  |  |  |  |  |  |  |
| BRIGHTHOUSE FINANCIAL, INC.  |  | 06/12/2025     | Advisory vote to approve the<br>compensation paid to Brighthouse<br>Financial's Named Executive Officers                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |              8 |                0 | FOR         |                                        8 | FOR                         |  |
| BRISTOL-MYERS SQUIBB         |  | 05/06/2025     | Advisory Vote to Approve the<br>Compensation of our Named<br>Executive Officers                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          52816 |                0 | FOR         |                                    52816 | FOR                         |  |
| COMPANY                      |  |  |  |  |  |  |  |  |  |  |
| BROADCOM INC                 |  | 04/21/2025     | Advisory vote to approve the named<br>executive officer compensation.                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           1754 |                0 | FOR         |                                     1754 | FOR                         |  |
| BROOKFIELD ASSET             |  | 05/05/2025     | The Say on Pay Resolution set out in<br>the Management Information<br>Circular of the Corporation dated<br>March 25, 2025 (the "Circular").                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            142 |                0 | FOR         |                                      142 | FOR                         |  |
| MANAGEMENT LTD.              |  |  |  |  |  |  |  |  |  |  |
| BROOKFIELD CORPORATION       |  | 06/06/2025     | Say on Pay Resolution The Say on<br>Pay Resolution set out in the<br>Circular.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         142666 |                0 | FOR         |                                   142666 | FOR                         |  |
| C.H. ROBINSON WORLDWIDE,     |  | 05/08/2025     | To approve, on an advisory basis,<br>the compensation of our named<br>executive officers.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             32 |                0 | FOR         |                                       32 | FOR                         |  |
| INC.                         |  |  |  |  |  |  |  |  |  |  |
| CANADIAN NATURAL             |  | 05/08/2025     | On an advisory basis, accepting the<br>Corporation's approach to executive<br>compensation as described in the<br>Information Circular.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            312 |                0 | FOR         |                                      312 | FOR                         |  |
| RESOURCES LIMITED            |  |  |  |  |  |  |  |  |  |  |
| CARNIVAL CORPORATION         |  | 04/16/2025     | To hold a (non-binding) advisory<br>vote to approve executive<br>compensation.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            472 |                0 | FOR         |                                      472 | FOR                         |  |
| CARRIER GLOBAL               |  | 04/09/2025     | Advisory Vote to Approve Named<br>Executive Officer Compensation                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            108 |                0 | FOR         |                                      108 | FOR                         |  |
| CORPORATION                  |  |  |  |  |  |  |  |  |  |  |
| CATERPILLAR INC.             |  | 06/11/2025     | Advisory Vote to Approve Executive<br>Compensation                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            281 |                0 | FOR         |                                      281 | FOR                         |  |
| CHART INDUSTRIES, INC.       |  | 05/20/2025     | To approve, on an advisory basis,<br>the Company's executive<br>compensation.                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          29650 |                0 | FOR         |                                    29650 | FOR                         |  |
| CHEVRON CORPORATION          |  | 05/28/2025     | Advisory Vote to Approve Named<br>Executive Officer Compensation                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          24307 |                0 | FOR         |                                    24307 | FOR                         |  |
| CHEWY, INC.                  |  | 07/11/2024     | To approve, on a non-binding,<br>advisory basis, the compensation of<br>the Company's named executive<br>officers.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |              4 |                0 | FOR         |                                        4 | FOR                         |  |
| CHIPOTLE MEXICAN GRILL, INC. |  | 06/11/2025     | An advisory vote to approve the<br>compensation of our executive<br>officers as disclosed in the proxy<br>statement ("say on pay").                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| CHUBB LIMITED                |  | 05/15/2025     | Advisory vote to approve executive<br>compensation under U.S. securities<br>law requirements                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            131 |                0 | FOR         |                                      131 | FOR                         |  |
| CIENA CORPORATION            |  | 03/27/2025     | Advisory vote on our named<br>executive officer compensation, as<br>described in the proxy materials.                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          82543 |                0 | FOR         |                                    82543 | FOR                         |  |
| CINTAS CORPORATION           |  | 10/29/2024     | To approve, on an advisory basis,<br>named executive officer<br>compensation.                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |             24 |                0 | FOR         |                                       24 | FOR                         |  |
| CISCO SYSTEMS, INC.          |  | 12/09/2024     | Approval, on an advisory basis, of<br>executive compensation.                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         174018 |                0 | FOR         |                                   174018 | FOR                         |  |
| CITIGROUP INC.               |  | 04/29/2025     | Advisory vote to approve our 2024<br>Executive Compensation.                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |             29 |                0 | FOR         |                                       29 | FOR                         |  |
| CLOUDFLARE, INC.             |  | 06/05/2025     | Approval, on an advisory basis, of<br>the compensation of our named<br>executive officers.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             48 |                0 | FOR         |                                       48 | FOR                         |  |
| COLUMBUS MCKINNON            |  | 07/22/2024     | To approve, on a non-binding,<br>advisory basis, the compensation of<br>our Named Executive Officers.                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         110456 |                0 | FOR         |                                   110456 | FOR                         |  |
| CORPORATION                  |  |  |  |  |  |  |  |  |  |  |
| COMCAST CORPORATION          |  | 06/18/2025     | Advisory vote on executive<br>compensation                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         161972 |                0 | FOR         |                                   161972 | FOR                         |  |
| CONOCOPHILLIPS               |  | 05/13/2025     | Advisory Approval of Executive<br>Compensation.                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          57700 |                0 | FOR         |                                    57700 | FOR                         |  |
| CONSTELLATION BRANDS, INC.   |  | 07/17/2024     | To approve, by an advisory vote, the<br>compensation of the Company's<br>named executive officers as<br>disclosed in the Proxy Statement.                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             65 |                0 | FOR         |                                       65 | FOR                         |  |
| CONSTELLATION SOFTWARE       |  | 05/13/2025     | An advisory vote to accept the<br>Corporation's approach to executive<br>compensation as more particularly<br>described in the accompanying<br>management information circular.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |              4 |                0 | FOR         |                                        4 | FOR                         |  |
| INC.                         |  |  |  |  |  |  |  |  |  |  |
| CORTEVA INC.                 |  | 04/30/2025     | Advisory resolution to approve<br>executive compensation of the<br>Company's named executive<br>officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            166 |                0 | FOR         |                                      166 | FOR                         |  |
| COSTCO WHOLESALE             |  | 01/23/2025     | Approval, on an advisory basis, of<br>executive compensation.                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            307 |                0 | FOR         |                                      307 | FOR                         |  |
| CORPORATION                  |  |  |  |  |  |  |  |  |  |  |
| CROWN CASTLE INC.            |  | 05/21/2025     | The non-binding, advisory vote to<br>approve the compensation of the<br>Company's named executive<br>officers.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          23238 |                0 | FOR         |                                    23238 | FOR                         |  |
| CSX CORPORATION              |  | 05/07/2025     | Advisory (non-binding) resolution to<br>approve compensation for the<br>Company's named executive<br>officers.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           7533 |                0 | FOR         |                                     7533 | FOR                         |  |
| DANAHER CORPORATION          |  | 05/06/2025     | To approve on an advisory basis the<br>Company's named executive officer<br>compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            127 |                0 | FOR         |                                      127 | FOR                         |  |
| DEERE  COMPANY               |  | 02/26/2025     | Advisory vote to approve executive<br>compensation ("say-on-pay")                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          14093 |                0 | FOR         |                                    14093 | FOR                         |  |
| DELTA AIR LINES, INC.        |  | 06/19/2025     | To approve, on an advisory basis,<br>the compensation of Delta's named<br>executive officers.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |              8 |                0 | FOR         |                                        8 | FOR                         |  |
| DENISON MINES CORP.          |  | 05/12/2025     | On an advisory basis and not to<br>diminish the role and<br>responsibilities of the Board of<br>Directors, acceptance of the<br>approach to executive<br>compensation as disclosed in the<br>Circular.                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          23371 |                0 | FOR         |                                    23371 | FOR                         |  |
| DIAMONDBACK ENERGY, INC.     |  | 05/21/2025     | The approval, on an advisory basis,<br>of the compensation of the<br>Company's named executive<br>officers.                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |             40 |                0 | FOR         |                                       40 | FOR                         |  |
| DOLLAR GENERAL               |  | 05/29/2025     | To approve, on an advisory (non-<br>binding) basis, the resolution<br>regarding the compensation of<br>Dollar General Corporation's named<br>executive officers as disclosed in the<br>proxy statement.                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | FOR         |                                       50 | FOR                         |  |
| CORPORATION                  |  |  |  |  |  |  |  |  |  |  |
| DOLLAR TREE, INC.            |  | 06/19/2025     | To approve, by a non-binding<br>advisory vote, the compensation of<br>the Company's named executive<br>officers.                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            198 |                0 | FOR         |                                      198 | FOR                         |  |
| DOMINION ENERGY, INC.        |  | 05/07/2025     | Advisory Vote on Approval of<br>Executive Compensation (Say on<br>Pay)                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           2948 |                0 | FOR         |                                     2948 | FOR                         |  |
| DOVER CORPORATION            |  | 05/02/2025     | To approve, on an advisory basis,<br>named executive officer<br>compensation.                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            112 |                0 | FOR         |                                      112 | FOR                         |  |
| DOW INC.                     |  | 04/10/2025     | Advisory Resolution to Approve<br>Executive Compensation                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         149100 |                0 | FOR         |                                   149100 | FOR                         |  |
| DUKE ENERGY CORPORATION      |  | 05/01/2025     | Advisory vote to approve Duke<br>Energy's named executive officer<br>compensation                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          39490 |                0 | FOR         |                                    39490 | FOR                         |  |
| EATON CORPORATION PLC        |  | 04/23/2025     | Approving, on an advisory basis, the<br>Company's executive compensation.                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          19136 |                0 | FOR         |                                    19136 | FOR                         |  |
| ELECTRONIC ARTS INC.         |  | 08/01/2024     | Advisory vote to approve named<br>executive officer compensation.                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          43115 |                0 | FOR         |                                    43115 | FOR                         |  |
| ELI LILLY AND COMPANY        |  | 05/05/2025     | Approval, on an advisory basis, of<br>the compensation paid to the<br>company's named executive<br>officers.                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            502 |                0 | FOR         |                                      502 | FOR                         |  |
| EMERSON ELECTRIC CO.         |  | 02/04/2025     | Approval, by non-binding advisory<br>vote, of Emerson Electric Co.<br>executive compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          56528 |                0 | FOR         |                                    56528 | FOR                         |  |
| ENBRIDGE INC.                |  | 05/07/2025     | Accept Enbridge's approach to<br>executive compensation, as<br>disclosed in the Management<br>Information Circular.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           1266 |                0 | FOR         |                                     1266 | FOR                         |  |
| ENERGIZER HOLDINGS, INC.     |  | 01/24/2025     | Advisory approval of the Company's<br>executive compensation.                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            120 |                0 | FOR         |                                      120 | FOR                         |  |
| EQUINIX, INC.                |  | 05/21/2025     | Approval, by a non-binding advisory<br>vote, of the compensation of our<br>named executive officers                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |             40 |                0 | FOR         |                                       40 | FOR                         |  |
| EXXON MOBIL CORPORATION      |  | 05/28/2025     | Advisory Vote to Approve Executive<br>Compensation                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           1889 |                0 | FOR         |                                     1889 | FOR                         |  |
| F.N.B. CORPORATION           |  | 05/07/2025     | Advisory approval of the 2024<br>named executive officer<br>compensation.                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            946 |                0 | FOR         |                                      946 | FOR                         |  |
| F5, INC.                     |  | 03/13/2025     | Advisory vote to approve the<br>compensation of our named<br>executive officers.                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |             10 |                0 | ABSTAIN     |                                       10 | AGAINST                     |  |
| FAIR ISAAC CORPORATION       |  | 03/05/2025     | To approve the advisory (non-<br>binding) resolution relating to the<br>named executive officer<br>compensation as disclosed in the<br>proxy statement.                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |             36 |                0 | ABSTAIN     |                                       36 | AGAINST                     |  |
| FATE THERAPEUTICS, INC.      |  | 05/29/2025     | To approve, on a non-binding<br>advisory basis, the compensation of<br>the Company's named executive<br>officers as disclosed in the proxy<br>statement.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |             61 |                0 | FOR         |                                       61 | FOR                         |  |
| FIFTH THIRD BANCORP          |  | 04/15/2025     | An advisory vote on approval of the<br>Company's compensation of its<br>named executive officers.                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           1112 |                0 | ABSTAIN     |                                     1112 | AGAINST                     |  |
| FORD MOTOR COMPANY           |  | 05/08/2025     | An Advisory Vote to Approve the<br>Compensation of the Named<br>Executives.                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           6500 |                0 | FOR         |                                     6500 | FOR                         |  |
| GE AEROSPACE                 |  | 05/06/2025     | Advisory Approval of Our Named<br>Executives' Compensation                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           3393 |                0 | FOR         |                                     3393 | FOR                         |  |
| GE HEALTHCARE                |  | 05/28/2025     | Approval of our named executive<br>officers' compensation in an<br>advisory vote.                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            884 |                0 | FOR         |                                      884 | FOR                         |  |
| TECHNOLOGIES INC.            |  |  |  |  |  |  |  |  |  |  |
| GE VERNOVA INC.              |  | 05/14/2025     | Approve the compensation of our<br>named executives officers in an<br>advisory vote                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            874 |                0 | FOR         |                                      874 | FOR                         |  |
| GENERAL DYNAMICS             |  | 05/07/2025     | Advisory Vote to Approve Executive<br>Compensation                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             29 |                0 | FOR         |                                       29 | FOR                         |  |
| CORPORATION                  |  |  |  |  |  |  |  |  |  |  |
| GENERAL MILLS, INC.          |  | 09/24/2024     | Advisory Vote on Executive<br>Compensation.                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          38300 |                0 | FOR         |                                    38300 | FOR                         |  |
| GILEAD SCIENCES, INC.        |  | 05/07/2025     | To approve, on an advisory basis,<br>the compensation of our Named<br>Executive Officers as presented in<br>the Proxy Statement.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            314 |                0 | FOR         |                                      314 | FOR                         |  |
| GROCERY OUTLET HOLDING       |  | 06/02/2025     | To approve an advisory (non-<br>binding) vote on the Company's<br>named executive officer<br>compensation.                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             57 |                0 | FOR         |                                       57 | FOR                         |  |
| CORP                         |  |  |  |  |  |  |  |  |  |  |
| HALLIBURTON COMPANY          |  | 05/21/2025     | Advisory Approval of Executive<br>Compensation.                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           2125 |                0 | ABSTAIN     |                                     2125 | AGAINST                     |  |
| HEWLETT PACKARD              |  | 04/02/2025     | Advisory vote to approve the<br>Hewlett Packard Enterprise<br>Company's executive compensation.                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         305900 |                0 | FOR         |                                   305900 | FOR                         |  |
| ENTERPRISE COMPANY           |  |  |  |  |  |  |  |  |  |  |
| HILLENBRAND, INC.            |  | 02/18/2025     | To approve, by a non-binding<br>advisory vote, the compensation<br>paid by the Company to its Named<br>Executive Officers.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             63 |                0 | FOR         |                                       63 | FOR                         |  |
| HILTON WORLDWIDE             |  | 05/14/2025     | Approval, in a non-binding advisory<br>vote, of the compensation paid to<br>the Company's named executive<br>officers.                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             68 |                0 | FOR         |                                       68 | FOR                         |  |
| HOLDINGS INC.                |  |  |  |  |  |  |  |  |  |  |
| HIMS  HERS HEALTH, INC.      |  | 06/12/2025     | Advisory approval of the Company's<br>executive compensation.                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |             55 |                0 | FOR         |                                       55 | FOR                         |  |
| HONEYWELL INTERNATIONAL      |  | 05/20/2025     | Advisory Vote to Approve Executive<br>Compensation.                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            456 |                0 | FOR         |                                      456 | FOR                         |  |
| INC.                         |  |  |  |  |  |  |  |  |  |  |
| ILLINOIS TOOL WORKS INC.     |  | 05/02/2025     | Advisory vote to approve<br>compensation of ITW's named<br>executive officers.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            966 |                0 | FOR         |                                      966 | FOR                         |  |
| INTEL CORPORATION            |  | 05/06/2025     | Advisory vote on executive<br>compensation (Say-On-Pay).                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |             58 |                0 | FOR         |                                       58 | FOR                         |  |
| INTERCONTINENTAL             |  | 05/16/2025     | To approve, by non-binding vote,<br>the advisory resolution on executive<br>compensation for named executive<br>officers.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             70 |                0 | FOR         |                                       70 | FOR                         |  |
| EXCHANGE, INC.               |  |  |  |  |  |  |  |  |  |  |
| INTERNATIONAL BUSINESS       |  | 04/29/2025     | Advisory Vote on Executive<br>Compensation                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          10497 |                0 | FOR         |                                    10497 | FOR                         |  |
| MACHINES CORP.               |  |  |  |  |  |  |  |  |  |  |
| INTUIT INC.                  |  | 01/23/2025     | Advisory vote to approve Intuit's<br>executive compensation (say-on-<br>pay).                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |             19 |                0 | FOR         |                                       19 | FOR                         |  |
| INTUITIVE SURGICAL, INC.     |  | 05/01/2025     | To approve, by advisory vote, the<br>compensation of the Company's<br>Named Executive Officers.                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |             18 |                0 | FOR         |                                       18 | FOR                         |  |
| IQVIA HOLDINGS INC.          |  | 04/24/2025     | Approve an advisory (non-binding)<br>resolution to approve IQVIA's<br>executive compensation (say-on-<br>pay).                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          22250 |                0 | FOR         |                                    22250 | FOR                         |  |
| JOHNSON  JOHNSON             |  | 04/24/2025     | Advisory Vote to Approve Named<br>Executive Officer Compensation                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           4440 |                0 | FOR         |                                     4440 | FOR                         |  |
| JOHNSON CONTROLS             |  | 03/12/2025     | To approve, in a non-binding<br>advisory vote, the compensation of<br>the named executive officers.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |             27 |                0 | FOR         |                                       27 | FOR                         |  |
| INTERNATIONAL PLC            |  |  |  |  |  |  |  |  |  |  |
| JPMORGAN CHASE  CO.          |  | 05/20/2025     | Advisory resolution to approve<br>executive compensation                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          44167 |                0 | FOR         |                                    44167 | FOR                         |  |
| KENVUE INC.                  |  | 05/22/2025     | Approve, on a non-binding advisory<br>basis, the compensation of Kenvue<br>Inc.'s named executive officers.                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         122234 |                0 | FOR         |                                   122234 | FOR                         |  |
| KIMBERLY-CLARK               |  | 05/01/2025     | Advisory Vote to Approve Named<br>Executive Officer Compensation                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |             24 |                0 | FOR         |                                       24 | FOR                         |  |
| CORPORATION                  |  |  |  |  |  |  |  |  |  |  |
| KINDER MORGAN, INC.          |  | 05/15/2025     | Approval, on an advisory basis, of<br>the compensation of our named<br>executive officers, as disclosed in<br>the Proxy Statement                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            210 |                0 | FOR         |                                      210 | FOR                         |  |
| KLA CORPORATION              |  | 11/06/2024     | To approve on a non-binding,<br>advisory basis our named executive<br>officer compensation.                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |             85 |                0 | FOR         |                                       85 | FOR                         |  |
| KYNDRYL HOLDINGS, INC.       |  | 07/25/2024     | Approval, in an advisory, non-<br>binding vote, of the compensation<br>of our named executive officers.                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| L3HARRIS TECHNOLOGIES, INC.  |  | 04/18/2025     | Approval, in an Advisory Vote, of<br>the Compensation of Named<br>Executive Officers as Disclosed in<br>the Proxy Statement.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |             76 |                0 | FOR         |                                       76 | FOR                         |  |
| LINDE PLC                    |  | 07/30/2024     | To approve, on an advisory and non-<br>binding basis, the compensation of<br>Linde plc's Named Executive<br>Officers, as disclosed in the 2024<br>Proxy statement.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          16400 |                0 | FOR         |                                    16400 | FOR                         |  |
| LIQUIDIA CORPORATION         |  | 06/17/2025     | To approve, on an advisory basis,<br>the compensation of our named<br>executive officers.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             19 |                0 | FOR         |                                       19 | FOR                         |  |
| LIVE OAK BANCSHARES, INC.    |  | 05/20/2025     | Say-on-Pay Vote: Non-binding,<br>advisory proposal to approve<br>compensation paid to our named<br>executive officers.                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| LOCKHEED MARTIN              |  | 05/09/2025     | Advisory Vote to Approve the<br>Compensation of our Named<br>Executive Officers (Say-on-Pay)                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |             64 |                0 | ABSTAIN     |                                       64 | AGAINST                     |  |
| CORPORATION                  |  |  |  |  |  |  |  |  |  |  |
| LOWE'S COMPANIES, INC.       |  | 05/30/2025     | Advisory vote to approve the<br>Company's named executive officer<br>compensation in fiscal 2024.                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            784 |                0 | FOR         |                                      784 | FOR                         |  |
| LYONDELLBASELL INDUSTRIES    |  | 05/23/2025     | Advisory Vote Approving Executive<br>Compensation (Say-on-Pay)                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          36421 |                0 | FOR         |                                    36054 | FOR                         |  |
| N.V.                         |  |  |  |  |  |  |  |  |  |  |
| MARATHON PETROLEUM           |  | 04/30/2025     | Approval, on an advisory basis, of<br>the company's named executive<br>officer compensation.                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |             35 |                0 | FOR         |                                       35 | FOR                         |  |
| CORPORATION                  |  |  |  |  |  |  |  |  |  |  |
| MARKEL GROUP INC.            |  | 05/21/2025     | Advisory vote on approval of<br>executive compensation.                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |              4 |                0 | FOR         |                                        4 | FOR                         |  |
| MARRIOTT INTERNATIONAL,      |  | 05/09/2025     | ADVISORY VOTE TO APPROVE<br>EXECUTIVE COMPENSATION                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| INC.                         |  |  |  |  |  |  |  |  |  |  |
| MASTERCARD INCORPORATED      |  | 06/24/2025     | Advisory approval of Mastercard's<br>executive compensation                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            222 |                0 | FOR         |                                      222 | FOR                         |  |
| MCDONALD'S CORPORATION       |  | 05/20/2025     | Advisory Vote to Approve Executive<br>Compensation.                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |             39 |                0 | FOR         |                                       39 | FOR                         |  |
| MEDTRONIC PLC                |  | 10/17/2024     | Approving, on an advisory basis, the<br>Company's executive compensation.                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          72700 |                0 | FOR         |                                    72700 | FOR                         |  |
| MERCK  CO., INC.             |  | 05/27/2025     | Non-binding advisory vote to<br>approve the compensation of our<br>named executive officers.                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          92241 |                0 | FOR         |                                    92241 | FOR                         |  |
| META PLATFORMS, INC.         |  | 05/28/2025     | To approve, on a non-binding<br>advisory basis, the compensation<br>program for Meta Platforms, Inc.'s<br>named executive officers as<br>disclosed in Meta Platforms, Inc.'s<br>proxy statement.                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            171 |                0 | ABSTAIN     |                                      171 | AGAINST                     |  |
| METLIFE, INC.                |  | 06/17/2025     | Advisory (non-binding) vote to<br>approve the compensation paid to<br>MetLife, Inc.'s Named Executive<br>Officers                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            110 |                0 | FOR         |                                      110 | FOR                         |  |
| MICRON TECHNOLOGY, INC.      |  | 01/16/2025     | PROPOSAL BY THE COMPANY TO<br>APPROVE, ON A NON-BINDING<br>ADVISORY BASIS, THE<br>COMPENSATION OF OUR NAMED<br>EXECUTIVE OFFICERS AS DESCRIBED<br>IN THE PROXY STATEMENT.                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             12 |                0 | FOR         |                                       12 | FOR                         |  |
| MICROSOFT CORPORATION        |  | 12/10/2024     | Advisory Vote to Approve Named<br>Executive Officer Compensation<br>("say-on-pay vote").                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          37508 |                0 | FOR         |                                    37508 | FOR                         |  |
| MID PENN BANCORP, INC.       |  | 05/13/2025     | An advisory vote to approve the<br>compensation of the Corporation's<br>named executive officers.                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| MONDELEZ INTERNATIONAL,      |  | 05/21/2025     | Advisory vote to approve executive<br>compensation                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            233 |                0 | ABSTAIN     |                                      233 | AGAINST                     |  |
| INC.                         |  |  |  |  |  |  |  |  |  |  |
| MONSTER BEVERAGE             |  | 06/12/2025     | Proposal to approve, on a non-<br>binding, advisory basis, the<br>compensation of the Company's<br>named executive officers.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |             22 |                0 | FOR         |                                       22 | FOR                         |  |
| CORPORATION                  |  |  |  |  |  |  |  |  |  |  |
| MORGAN STANLEY               |  | 05/15/2025     | To approve the compensation of<br>executives as disclosed in the proxy<br>statement (non-binding advisory<br>vote)                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          43800 |                0 | FOR         |                                    43800 | FOR                         |  |
| NETFLIX, INC.                |  | 06/05/2025     | Advisory approval of named<br>executive officer compensation.                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |              2 |                0 | FOR         |                                        2 | FOR                         |  |
| NEXTERA ENERGY, INC.         |  | 05/22/2025     | Approval, by non-binding advisory<br>vote, of NextEra Energy's<br>compensation of its named<br>executive officers as disclosed in the<br>proxy statement.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             96 |                0 | FOR         |                                       96 | FOR                         |  |
| NIKE, INC.                   |  | 09/10/2024     | To approve executive compensation<br>by an advisory vote.                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          60913 |                0 | FOR         |                                    60913 | FOR                         |  |
| NORFOLK SOUTHERN             |  | 05/08/2025     | Approval of the advisory resolution<br>on executive compensation, as<br>disclosed in the proxy statement for<br>the 2025 Annual Meeting of<br>Shareholders.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            357 |                0 | FOR         |                                      357 | FOR                         |  |
| CORPORATION                  |  |  |  |  |  |  |  |  |  |  |
| NORTHROP GRUMMAN             |  | 05/21/2025     | Proposal to approve, on an advisory<br>basis, the compensation of the<br>Company's Named Executive<br>Officers.                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |             92 |                0 | FOR         |                                       92 | FOR                         |  |
| CORPORATION                  |  |  |  |  |  |  |  |  |  |  |
| NUCOR CORPORATION            |  | 05/08/2025     | Approval, on an advisory basis, of<br>Nucor's named executive officer<br>compensation in 2024                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |              3 |                0 | FOR         |                                        3 | FOR                         |  |
| NVIDIA CORPORATION           |  | 06/25/2025     | Advisory approval of our executive<br>compensation.                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          75128 |                0 | FOR         |                                    75128 | FOR                         |  |
| NXP SEMICONDUCTORS N.V.      |  | 06/11/2025     | Non-binding, advisory vote to<br>approve Named Executive Officer<br>compensation                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            189 |                0 | FOR         |                                      189 | FOR                         |  |
| OLD REPUBLIC INTERNATIONAL   |  | 05/22/2025     | To provide an advisory approval on<br>executive compensation.                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          75514 |                0 | FOR         |                                    75514 | FOR                         |  |
| CORPORATION                  |  |  |  |  |  |  |  |  |  |  |
| ORGANON  CO.                 |  | 06/10/2025     | Approve, on a non-binding advisory<br>basis, the compensation of<br>Organon's Named Executive<br>Officers.                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           3174 |                0 | FOR         |                                     3174 | FOR                         |  |
| PAYPAL HOLDINGS, INC.        |  | 06/05/2025     | Advisory Vote to Approve Named<br>Executive Officer Compensation.                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| PEOPLES FINANCIAL            |  | 04/23/2025     | Advisory (non-binding) proposal to<br>approve compensation of the<br>named executive officers as set<br>forth under the heading<br>"Compensation of Directors and<br>Executive Officers."                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           2484 |                0 | FOR         |                                     2484 | FOR                         |  |
| CORPORATION                  |  |  |  |  |  |  |  |  |  |  |
| PEPSICO, INC.                |  | 05/07/2025     | Advisory approval of the Company's<br>executive compensation.                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           1020 |                0 | FOR         |                                     1020 | FOR                         |  |
| PFIZER INC.                  |  | 04/24/2025     | 2025 advisory approval of executive<br>compensation                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         117255 |                0 | FOR         |                                   117255 | FOR                         |  |
| PHILIP MORRIS                |  | 05/07/2025     | Advisory Vote Approving Executive<br>Compensation                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            400 |                0 | FOR         |                                      400 | FOR                         |  |
| INTERNATIONAL INC.           |  |  |  |  |  |  |  |  |  |  |
| PITNEY BOWES INC.            |  | 05/13/2025     | Non-binding Advisory Vote to<br>Approve Executive Compensation.                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            408 |                0 | FOR         |                                      408 | FOR                         |  |
| POST HOLDINGS, INC.          |  | 01/30/2025     | Advisory approval of the Company's<br>executive compensation.                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |             81 |                0 | FOR         |                                       81 | FOR                         |  |
| PRINCIPAL FINANCIAL GROUP,   |  | 05/20/2025     | Advisory approval of the<br>compensation of our named<br>executive officers                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            320 |                0 | FOR         |                                      320 | FOR                         |  |
| INC.                         |  |  |  |  |  |  |  |  |  |  |
| PROLOGIS, INC.               |  | 05/08/2025     | Advisory Vote to Approve the<br>Company's Executive Compensation<br>for 2024.                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          67313 |                0 | FOR         |                                    67313 | FOR                         |  |
| PRUDENTIAL FINANCIAL, INC.   |  | 05/13/2025     | Advisory vote to approve named<br>executive officer compensation.                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          27923 |                0 | FOR         |                                    27923 | FOR                         |  |
| PULTEGROUP, INC.             |  | 04/30/2025     | Say-on-pay: Advisory vote to<br>approve executive compensation.                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           2241 |                0 | FOR         |                                     2241 | FOR                         |  |
| Q2 HOLDINGS INC              |  | 06/03/2025     | Advisory vote to approve the<br>compensation of our named<br>executive officers.                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           1012 |                0 | FOR         |                                     1012 | FOR                         |  |
| QORVO, INC.                  |  | 08/13/2024     | To approve, on an advisory basis,<br>the compensation of our Named<br>Executive Officers (as disclosed in<br>the proxy statement).                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             56 |                0 | FOR         |                                       56 | FOR                         |  |
| QUALCOMM INCORPORATED        |  | 03/18/2025     | Approval, on an advisory basis, of<br>the compensation of our named<br>executive officers.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          34400 |                0 | FOR         |                                    34400 | FOR                         |  |
| QUANTA SERVICES, INC.        |  | 05/22/2025     | Approval, by non-binding advisory<br>vote, of Quanta's executive<br>compensation.                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          14393 |                0 | FOR         |                                    14393 | FOR                         |  |
| REALTY INCOME                |  | 05/13/2025     | A non-binding advisory proposal to<br>approve the compensation of our<br>named executive officers as<br>described in the Proxy Statement.                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            408 |                0 | FOR         |                                      408 | FOR                         |  |
| CORPORATION                  |  |  |  |  |  |  |  |  |  |  |
| REINSURANCE GROUP OF         |  | 05/21/2025     | Advisory vote to approve named<br>executive officer compensation.                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |             10 |                0 | FOR         |                                       10 | FOR                         |  |
| AMERICA, INC.                |  |  |  |  |  |  |  |  |  |  |
| REPUBLIC SERVICES, INC.      |  | 05/19/2025     | Advisory vote to approve our<br>named executive officer<br>compensation.                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           2840 |                0 | FOR         |                                     2840 | FOR                         |  |
| RIVIAN AUTOMOTIVE, INC.      |  | 06/18/2025     | Approval, on an advisory (non-<br>binding) basis, of the compensation<br>of our named executive officers in<br>2024.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           4060 |                0 | FOR         |                                     4060 | FOR                         |  |
| ROBINHOOD MARKETS, INC.      |  | 06/25/2025     | To approve, on an advisory basis,<br>the compensation of the Company's<br>named executive officers.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            110 |                0 | FOR         |                                      110 | FOR                         |  |
| ROPER TECHNOLOGIES, INC.     |  | 06/10/2025     | Advisory vote to approve the<br>compensation of our named<br>executive officers.                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |              5 |                0 | FOR         |                                        5 | FOR                         |  |
| ROYAL BANK OF CANADA         |  | 04/10/2025     | Advisory vote on the Bank's<br>approach to executive<br>compensation                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            499 |                0 | FOR         |                                      499 | FOR                         |  |
| ("RBC")                      |  |  |  |  |  |  |  |  |  |  |
| ROYAL CARIBBEAN CRUISES      |  | 05/28/2025     | Advisory approval of the Company's<br>compensation of its named<br>executive officers.                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            175 |                0 | FOR         |                                      175 | FOR                         |  |
| LTD.                         |  |  |  |  |  |  |  |  |  |  |
| RTX CORPORATION              |  | 05/01/2025     | Advisory Vote to Approve Executive<br>Compensation.                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |             19 |                0 | FOR         |                                       19 | FOR                         |  |
| SCHLUMBERGER LIMITED         |  | 04/02/2025     | Advisory approval of our executive<br>compensation.                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         179274 |                0 | FOR         |                                   179274 | FOR                         |  |
| (SCHLUMBERGER N.V.)          |  |  |  |  |  |  |  |  |  |  |
| SHOPIFY INC.                 |  | 06/17/2025     | Non-binding Advisory Vote on<br>Executive Compensation Non-<br>binding advisory vote that the<br>shareholders accept Shopify Inc.'s<br>approach to executive<br>compensation as disclosed in the<br>Management Information Circular<br>for the Meeting.                                                               | SECTION 14A SAY-ON-PAY VOTES |             12 |                0 | FOR         |                                       12 | FOR                         |  |
| SNOWFLAKE INC.               |  | 07/02/2024     | To approve, on a non-binding<br>advisory basis, the compensation of<br>our named executive officers.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |             30 |                0 | ABSTAIN     |                                       30 | AGAINST                     |  |
| SOFI TECHNOLOGIES, INC.      |  | 05/28/2025     | To approve, on a non-binding<br>advisory basis, the compensation of<br>the Company's named executive<br>officers.                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            125 |                0 | FOR         |                                      125 | FOR                         |  |
| SOLVENTUM CORPORATION        |  | 04/30/2025     | Advisory vote to approve executive<br>compensation                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            134 |                0 | FOR         |                                      134 | FOR                         |  |
| STANLEY BLACK  DECKER,       |  | 04/25/2025     | Approve, on an advisory basis, the<br>compensation of the Company's<br>named executive officers.                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |             18 |                0 | FOR         |                                       18 | FOR                         |  |
| INC.                         |  |  |  |  |  |  |  |  |  |  |
| STARBUCKS CORPORATION        |  | 03/12/2025     | Approve, on an advisory,<br>nonbinding basis, the compensation<br>of our named executive officers.                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |             84 |                0 | ABSTAIN     |                                       84 | AGAINST                     |  |
| STERICYCLE, INC.             |  | 08/14/2024     | To approve on a non-binding,<br>advisory basis, certain<br>compensation that will or may<br>become payable to Stericycle, Inc.'s<br>named executive officers in<br>connection with the transactions<br>contemplated by the Merger<br>Agreement.                                                                       | SECTION 14A SAY-ON-PAY VOTES |            116 |                0 | ABSTAIN     |                                      116 | AGAINST                     |  |
| STRYKER CORPORATION          |  | 05/08/2025     | Advisory Vote to Approve Named<br>Executive Officer Compensation.                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          13671 |                0 | FOR         |                                    13671 | FOR                         |  |
| SYMBOTIC INC                 |  | 03/06/2025     | To approve an advisory vote on the<br>compensation paid to our named<br>executive officers.                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | FOR         |                                     1000 | FOR                         |  |
| SYNOPSYS, INC.               |  | 04/10/2025     | To approve, on an advisory basis,<br>the compensation of our named<br>executive officers, as disclosed in<br>the attached Proxy Statement.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             40 |                0 | FOR         |                                       40 | FOR                         |  |
| SYSCO CORPORATION            |  | 11/15/2024     | To approve, by advisory vote, the<br>compensation paid to Sysco's<br>named executive officers, as<br>disclosed in Sysco's 2024 proxy<br>statement.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          81000 |                0 | FOR         |                                    81000 | FOR                         |  |
| TARGET CORPORATION           |  | 06/11/2025     | Company proposal to approve, on<br>an advisory basis, our executive<br>compensation (Say on Pay).                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          31209 |                0 | FOR         |                                    31209 | FOR                         |  |
| TEXAS INSTRUMENTS            |  | 04/17/2025     | Board proposal regarding advisory<br>approval of the Company's<br>executive compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | FOR         |                                       50 | FOR                         |  |
| INCORPORATED                 |  |  |  |  |  |  |  |  |  |  |
| THE AES CORPORATION          |  | 05/09/2025     | Approval, on an advisory basis, of<br>the Company's executive<br>compensation.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         476969 |                0 | FOR         |                                   476969 | FOR                         |  |
| THE BOEING COMPANY           |  | 04/24/2025     | Approve, on an Advisory Basis,<br>Named Executive Officer<br>Compensation.                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| THE CIGNA GROUP              |  | 04/23/2025     | Advisory approval of executive<br>compensation                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            762 |                0 | FOR         |                                      762 | FOR                         |  |
| THE COCA-COLA COMPANY        |  | 04/30/2025     | Advisory vote to approve executive<br>compensation                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          44621 |                0 | FOR         |                                    44621 | FOR                         |  |
| THE HARTFORD INSURANCE       |  | 05/21/2025     | Management proposal to approve,<br>on a non-binding advisory basis, the<br>compensation of the Company's<br>named executive officers as<br>disclosed in the Company's proxy<br>statement                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            312 |                0 | FOR         |                                      312 | FOR                         |  |
| GROUP, INC.                  |  |  |  |  |  |  |  |  |  |  |
| THE HOME DEPOT, INC.         |  | 05/22/2025     | Advisory Vote to Approve Executive<br>Compensation ("Say-on-Pay")                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          21711 |                0 | FOR         |                                    21711 | FOR                         |  |
| THE PROCTER  GAMBLE          |  | 10/08/2024     | Advisory Vote to Approve the<br>Company's Executive Compensation<br>(the "Say on Pay" vote).                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           3912 |                0 | FOR         |                                     3912 | FOR                         |  |
| COMPANY                      |  |  |  |  |  |  |  |  |  |  |
| THE SHERWIN-WILLIAMS         |  | 04/16/2025     | Advisory approval of the<br>compensation of the named<br>executive officers.                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |             30 |                0 | FOR         |                                       30 | FOR                         |  |
| COMPANY                      |  |  |  |  |  |  |  |  |  |  |
| THE SOUTHERN COMPANY         |  | 05/21/2025     | Advisory vote to approve executive<br>compensation                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          41087 |                0 | FOR         |                                    41087 | FOR                         |  |
| THE TJX COMPANIES, INC.      |  | 06/10/2025     | Advisory approval of TJX's executive<br>compensation (the say-on-pay vote)                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          48500 |                0 | FOR         |                                    48500 | FOR                         |  |
| THE WALT DISNEY COMPANY      |  | 03/20/2025     | Consideration of an advisory vote to<br>approve executive compensation.                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          62783 |                0 | FOR         |                                    62783 | FOR                         |  |
| THE WILLIAMS COMPANIES,      |  | 04/29/2025     | Approve, on an Advisory Basis, the<br>Compensation of our Named<br>Executive Officers.                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          49727 |                0 | FOR         |                                    49727 | FOR                         |  |
| INC.                         |  |  |  |  |  |  |  |  |  |  |
| THERMO FISHER SCIENTIFIC     |  | 05/21/2025     | An advisory vote to approve named<br>executive officer compensation.                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          13970 |                0 | FOR         |                                    13970 | FOR                         |  |
| INC.                         |  |  |  |  |  |  |  |  |  |  |
| TOAST, INC.                  |  | 06/13/2025     | To approve, on an advisory (non-<br>binding) basis, the compensation of<br>our named executive officers.                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           2000 |                0 | FOR         |                                     2000 | FOR                         |  |
| TRACTOR SUPPLY COMPANY       |  | 05/15/2025     | To approve, on a non-binding,<br>advisory basis, the compensation of<br>the named executive officers of the<br>Company (Say on Pay).                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            555 |                0 | ABSTAIN     |                                      555 | AGAINST                     |  |
| TRADEWEB MARKETS INC.        |  | 05/20/2025     | To approve, on an advisory basis,<br>the compensation of our named<br>executive officers.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             27 |                0 | FOR         |                                       27 | FOR                         |  |
| TRANSDIGM GROUP              |  | 03/06/2025     | Approval, on an advisory basis, of<br>the compensation of our named<br>executive officers.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             10 |                0 | FOR         |                                       10 | FOR                         |  |
| INCORPORATED                 |  |  |  |  |  |  |  |  |  |  |
| TRANSOCEAN, LTD.             |  | 05/30/2025     | Advisory Vote to Approve Named<br>Executive Officer Compensation for<br>Fiscal Year 2025                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           2500 |                0 | FOR         |                                     2500 | FOR                         |  |
| TRANSOCEAN, LTD.             |  | 05/30/2025     | Ratification of the Maximum<br>Aggregate Amount of Compensation<br>of the Executive Management Team<br>for Fiscal Year 2026                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           2500 |                0 | FOR         |                                     2500 | FOR                         |  |
| U.S. BANCORP                 |  | 04/15/2025     | An advisory vote to approve the<br>compensation of our executives<br>disclosed in the proxy statement.                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         196421 |                0 | FOR         |                                   196421 | FOR                         |  |
| ULTA BEAUTY, INC.            |  | 06/11/2025     | Advisory resolution to approve the<br>Company's executive compensation.                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |              2 |                0 | FOR         |                                        2 | FOR                         |  |
| UNDER ARMOUR, INC.           |  | 09/04/2024     | To approve, by a non-binding<br>advisory vote, the compensation of<br>executives as disclosed in the<br>"Executive Compensation" section<br>of the proxy statement, including<br>the Compensation Discussion and<br>Analysis and tables.                                                                              | SECTION 14A SAY-ON-PAY VOTES |            260 |                0 | FOR         |                                      260 | FOR                         |  |
| UNION PACIFIC CORPORATION    |  | 05/08/2025     | Approve, by non-binding vote, the<br>compensation of the Company's<br>Named Executive Officers ("Say on<br>Pay").                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          27140 |                0 | FOR         |                                    27140 | FOR                         |  |
| UNITED PARCEL SERVICE, INC.  |  | 05/08/2025     | To approve on an advisory basis<br>named executive officer<br>compensation.                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          26085 |                0 | FOR         |                                    26085 | FOR                         |  |
| UNITED STATES STEEL          |  | 05/06/2025     | To consider and act on a non-<br>binding advisory vote regarding the<br>approval of compensation paid to<br>certain executive officers.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            430 |                0 | ABSTAIN     |                                      430 | AGAINST                     |  |
| CORPORATION                  |  |  |  |  |  |  |  |  |  |  |
| UNITEDHEALTH GROUP           |  | 06/02/2025     | Advisory approval of the Company's<br>executive compensation.                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |             80 |                0 | FOR         |                                       80 | FOR                         |  |
| INCORPORATED                 |  |  |  |  |  |  |  |  |  |  |
| US FOODS HOLDING CORP.       |  | 05/22/2025     | Advisory approval of the<br>compensation paid to our named<br>executive officers, as disclosed in<br>the Proxy Statement.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             11 |                0 | FOR         |                                       11 | FOR                         |  |
| USANA HEALTH SCIENCES, INC.  |  | 05/19/2025     | Approve on an advisory basis the<br>Company's executive compensation,<br>commonly referred to as a "Say on<br>Pay" proposal.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            109 |                0 | FOR         |                                      109 | FOR                         |  |
| VERALTO CORPORATION          |  | 05/14/2025     | To approve on an advisory basis the<br>Company's named executive officer<br>compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             28 |                0 | FOR         |                                       28 | FOR                         |  |
| VERIZON COMMUNICATIONS       |  | 05/22/2025     | Advisory vote to approve executive<br>compensation                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          79831 |                0 | FOR         |                                    79831 | FOR                         |  |
| INC.                         |  |  |  |  |  |  |  |  |  |  |
| VIATRIS INC.                 |  | 12/06/2024     | Approval of, on a non-binding<br>advisory basis, the 2023<br>compensation of the named<br>executive officers of the Company.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            103 |                0 | FOR         |                                      103 | FOR                         |  |
| VISA INC.                    |  | 01/28/2025     | To approve, on an advisory basis,<br>the compensation paid to our<br>named executive officers.                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            866 |                0 | FOR         |                                      866 | FOR                         |  |
| VULCAN MATERIALS COMPANY     |  | 05/09/2025     | Approval, on an advisory basis, of<br>the compensation of our named<br>executive officers.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             92 |                0 | FOR         |                                       92 | FOR                         |  |
| W. R. BERKLEY CORPORATION    |  | 06/11/2025     | Non-binding advisory vote on a<br>resolution approving the<br>compensation of the Company's<br>named executive officers pursuant<br>to the compensation disclosure<br>rules of the Securities and Exchange<br>Commission, or "say-on-pay" vote.                                                                       | SECTION 14A SAY-ON-PAY VOTES |           2733 |                0 | FOR         |                                     2733 | FOR                         |  |
| WALMART INC.                 |  | 06/05/2025     | Advisory Vote to Approve Named<br>Executive Officer Compensation                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           2428 |                0 | FOR         |                                     2428 | FOR                         |  |
| WARNER BROS. DISCOVERY,      |  | 06/02/2025     | To vote on an advisory resolution to<br>approve the 2024 compensation of<br>Warner Bros. Discovery, Inc.'s<br>named executive officers,<br>commonly referred to as a "Say-on-<br>Pay" vote.                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            140 |                0 | FOR         |                                      140 | FOR                         |  |
| INC.                         |  |  |  |  |  |  |  |  |  |  |
| WELLS FARGO  COMPANY         |  | 04/29/2025     | Advisory vote to approve executive<br>compensation (Say on Pay).                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          14361 |                0 | FOR         |                                    14361 | FOR                         |  |
| WELLTOWER INC.               |  | 05/22/2025     | The approval, on an advisory basis,<br>of the compensation of the named<br>executive officers.                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            129 |                0 | FOR         |                                      129 | FOR                         |  |
| WHIRLPOOL CORPORATION        |  | 04/15/2025     | Advisory vote to approve Whirlpool<br>Corporation's executive<br>compensation.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          23223 |                0 | FOR         |                                    23223 | FOR                         |  |
| XYLEM INC.                   |  | 05/13/2025     | Advisory vote to approve the<br>compensation of our named<br>executive officers.                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          47348 |                0 | FOR         |                                    47348 | FOR                         |  |
| YUM CHINA HOLDINGS, INC.     |  | 05/23/2025     | Advisory Vote to Approve Executive<br>Compensation                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            164 |                0 | FOR         |                                      164 | FOR                         |  |
| YUM! BRANDS, INC.            |  | 05/15/2025     | Advisory Vote on Executive<br>Compensation.                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            250 |                0 | FOR         |                                      250 | FOR                         |  |
| ZEBRA TECHNOLOGIES           |  | 05/08/2025     | Advisory vote to approve Named<br>Executive Officers' compensation<br>("Say-on-Pay").                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          17302 |                0 | FOR         |                                    17302 | FOR                         |  |
| CORPORATION                  |  |  |  |  |  |  |  |  |  |  |
| ZIMMER BIOMET HOLDINGS,      |  | 05/29/2025     | Approve, on a non-binding advisory<br>basis, named executive officer<br>compensation ("Say on Pay").                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          56400 |                0 | FOR         |                                    56400 | FOR                         |  |
| INC.                         |  |  |  |  |  |  |  |  |  |  |

## N-PX: Signature Block

**Reporting Person:** Carl P. Sherr  Co., LLC

**By (Signature):** Edward Sherr

**By (Printed Signature):** Edward Sherr

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

**Date:** 08/28/2025