# EDGAR Filing Document

**Accession Number:** 0002011652
**File Stem:** 0002011652-25-000005
**Filing Date:** 2025-8
**Character Count:** 91816
**Document Hash:** 28f939a8b2695bfa0f95f94cc44998e4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002011652-25-000005.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0002011652-25-000005

**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:** Lummis Asset Management, LP
- **CENTRAL INDEX KEY:** 0002011652

**ORGANIZATION NAME:**
- **EIN:** 752787230
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23895
- **FILM NUMBER:** 251280142

**BUSINESS ADDRESS:**
- **STREET 1:** 301 COMMERCE STREET, SUITE 1380
- **CITY:** FORT WORTH
- **STATE:** TX
- **ZIP:** 76102
- **BUSINESS PHONE:** 817-348-0577

**MAIL ADDRESS:**
- **STREET 1:** 301 COMMERCE STREET, SUITE 1380
- **CITY:** FORT WORTH
- **STATE:** TX
- **ZIP:** 76102

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

## N-PX: Filer Information

**Filer CIK:** 0002011652

**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:** Lummis Asset Management, LP

**Address:** 301 COMMERCE STREET, SUITE 1380, FORT WORTH, TX 76102

**Telephone number:** 817-529-5543

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-23895

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

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

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

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

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                       | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Abbott Laboratories                  | 002824100 | 04/25/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |      14504     |                0 | FOR         |                                14504     | FOR                         |  |
| Abbvie, Inc.                         | 00287Y109 | 05/09/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         20     |                0 | FOR         |                                   20     | FOR                         |  |
| Accenture PLC                        | G1151C101 | 02/06/2025     | To approve in a non-binding vote the compensation of our named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         87     |                0 | FOR         |                                   87     | FOR                         |  |
| Acuity Brands Inc.                   | 00508Y102 | 01/22/2025     | Adivsory vote to approve named executive officer compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |       5820     |                0 | FOR         |                                 5820     | FOR                         |  |
| Acushnet Holdings Corp               | 005098108 | 06/02/2025     | To approve in a non-binding advisory vote the compensation paid to the Company's named executive officers                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |      29130     |                0 | FOR         |                                29130     | FOR                         |  |
| Adobe Inc                            | 00724F101 | 04/22/2025     | Approve on an advisory basis the compsation of our named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          9     |                0 | FOR         |                                    9     | FOR                         |  |
| Align Technology Inc                 | 016255101 | 05/21/2025     | Advisory vote to approve the compensation of our named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          8     |                0 | FOR         |                                    8     | FOR                         |  |
| Amazon.com Inc                       | 023135106 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        541     |                0 | FOR         |                                  541     | FOR                         |  |
| American International Group Inc.    | 026874784 | 05/14/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      28361     |                0 | FOR         |                                28361     | FOR                         |  |
| American International Group Inc.    | 026874784 | 05/14/2025     | Advisory vote on the frequency of future executive compensation votes                                                                                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |      28361     |                0 | 1 year      |                                28361     | FOR                         |  |
| American Tower Corporation           | 03027X100 | 05/14/2025     | To approve on an advisory basis the Company's executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |      12012     |                0 | FOR         |                                12012     | FOR                         |  |
| Aon PLC                              | G0403H108 | 06/27/2025     | Advisory vote to approve the compensation of the Company's named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         43     |                0 | FOR         |                                   43     | FOR                         |  |
| APA Corporation                      | 03743Q108 | 05/22/2025     | Advisory vote to approve compensation of APA's named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        700     |                0 | FOR         |                                  700     | FOR                         |  |
| Apple Inc.                           | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      32121     |                0 | FOR         |                                32121     | FOR                         |  |
| Atmos Energy Corporation             | 049560105 | 02/05/2025     | Proposal for an advisory vote by shareholders to approve the compensation of the Company's named executive officers for fiscal 2024 ("Say-on-Pay"00                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |       1128     |                0 | FOR         |                                 1128     | FOR                         |  |
| Autodesk Inc                         | 052769106 | 06/18/2025     | Approve on an advisory (non-binding) basis the compensation of Autodesk Inc.'s named executive officers                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        111     |                0 | FOR         |                                  111     | FOR                         |  |
| Automatic Data Processing Inc.       | 053015103 | 11/06/2024     | Advisory vote on executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        499     |                0 | FOR         |                                  499     | FOR                         |  |
| Autozone Inc.                        | 053332102 | 12/18/2024     | Approval of an advisory vote on the compensation of named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          5     |                0 | FOR         |                                    5     | FOR                         |  |
| Bank of America Corporation          | 060505104 | 04/22/2025     | Approving our executive compensation (anadvsory, non-binding "Say on Pay" resolution)                                                                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        606.085 |                0 | FOR         |                                  606.085 | FOR                         |  |
| Black Stone Minerals LP              | 09225M101 | 05/12/2025     | Approval on a non-binding advisory basis of the compensation of the executive officers of Black Stone Minerals LP's general partner for the year ended December 31, 2024                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |       2995     |                0 | FOR         |                                 2995     | FOR                         |  |
| Booking Holdins Inc.                 | 09857L108 | 06/03/2025     | Advisory vote to approve 2024 executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          3     |                0 | FOR         |                                    3     | FOR                         |  |
| Broadcom Inc                         | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation                                                                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         70     |                0 | FOR         |                                   70     | FOR                         |  |
| Brookfield Asset Management LTD.     | 112585104 | 05/05/2025     | The Say on Pay Resolution set out in the Management Information Circular of the Corporation dated March 25, 2025 (the "Circular")                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        769     |                0 | FOR         |                                  769     | FOR                         |  |
| Brookfield Corporation               | 11271J107 | 06/06/2025     | Say on Pay Resolution The Say on Pay Resolution set out in the Circular                                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       3096     |                0 | FOR         |                                 3096     | FOR                         |  |
| Cameco Corporation                   | 13321L108 | 03/10/2025     | Have a say on our approach to executive compensation (see page 8 of the management proxy circular) As this is an advisory vote, the results will not be binding on the board. B it resolved that, on an advisory basis and not to diminish the role and responsibilities of the board of directors for executive compensation, the shareholders accept the approach to executive compensation disclosed in Cameco's management proxy circular delivered in advance of the 2025 annual meeting of shareholders. | SECTION 14A SAY-ON-PAY VOTES |        100     |                0 | FOR         |                                  100     | FOR                         |  |
| CBOE Global Markets Inc.             | 12503M108 | 05/06/2025     | Approve in a non-binding resolution the compensation paid to our executive officers                                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          6     |                0 | FOR         |                                    6     | FOR                         |  |
| Chevron Corporation                  | 166764100 | 05/28/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        127     |                0 | FOR         |                                  127     | FOR                         |  |
| CME Group Inc.                       | 12572Q105 | 05/08/2025     | Advisory vote on the compensation of our named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          3     |                0 | FOR         |                                    3     | FOR                         |  |
| Cognizant Technology Solutions Corp. | 192446102 | 06/03/2025     | Approval on an advisory (non-binding) basis, of the compensatio of the company's named executive officers (say-on-pay)                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        180     |                0 | FOR         |                                  180     | FOR                         |  |
| Conocophillips                       | 20825C104 | 05/13/2025     | Advisory approval of executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |       4141     |                0 | FOR         |                                 4141     | FOR                         |  |
| Costco Wholesale Corporation         | 22160K105 | 01/23/2025     | Approval on an advisory basis of executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         10     |                0 | FOR         |                                   10     | FOR                         |  |
| CSX Corporation                      | 126408103 | 05/07/2025     | Advisory (non-binding) resolution to approve compensation for the Company's named executive officers                                                                                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        229     |                0 | FOR         |                                  229     | FOR                         |  |
| Cullen Frost Bankers Inc             | 229899109 | 04/30/2025     | To provide nonbinding approval of executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        397     |                0 | FOR         |                                  397     | FOR                         |  |
| Devon Energy Corporation             | 25179M103 | 06/04/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      29011     |                0 | FOR         |                                29011     | FOR                         |  |
| Dollar General Corporation           | 256677105 | 05/29/2025     | To approve on an advisory (non-binding) basis the resolution regarding the compensation of Dollar General Corporation's named executive officers as disclosed on the proxy statement                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |       7788     |                0 | FOR         |                                 7788     | FOR                         |  |
| Duke Energy Corporation              | 26441C204 | 05/01/2025     | Advisory vote to approve Duke Energy's named executive officer compensation                                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        500     |                0 | FOR         |                                  500     | FOR                         |  |
| Eaton Corporation PLC                | G29183103 | 04/23/2025     | Approving on an advisory basis the Company's executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         48     |                0 | FOR         |                                   48     | FOR                         |  |
| Edwards Lifesciences Corporation     | 28176E108 | 05/08/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         53     |                0 | FOR         |                                   53     | FOR                         |  |
| Elevance Health Inc                  | 036752103 | 05/14/2025     | Advisory vote to approve the compensation of our named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         18     |                0 | FOR         |                                   18     | FOR                         |  |
| Eli Lilly and Company                | 532457108 | 05/05/2025     | Approval on an advisory basis of the compensation paid to the company's named executive officers                                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          6     |                0 | FOR         |                                    6     | FOR                         |  |
| EOG Resources Inc                    | 26875P101 | 05/21/2025     | To approve by non-binding vote the compensation of the Company's named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         58     |                0 | FOR         |                                   58     | FOR                         |  |
| Exxonmobil Corporation               | 30231G102 | 05/28/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |       6802     |                0 | FOR         |                                 6802     | FOR                         |  |
| Factset Research Systems Inc.        | 303075105 | 12/19/2024     | To vote on a non-binding advisory resolution to approve the compensation of our named executive officers                                                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        140     |                0 | FOR         |                                  140     | FOR                         |  |
| First Financial Bankshares Inc       | 32020R109 | 04/29/2025     | To conduct an advisory non-binding vote on the compensation of named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |      12465     |                0 | FOR         |                                12465     | FOR                         |  |
| Fiserv Inc.                          | 337738108 | 05/14/2025     | To approve on an advisory basis the compensation of the named executive officers of Fiserv, Inc.                                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        128     |                0 | FOR         |                                  128     | FOR                         |  |
| Garrett Motion Inc.                  | 366505105 | 05/22/2025     | The approval on an advisory (non-binding) basis of the compensation of the Company's named executive officers as disclosed in the Proxy Statement                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |     167350     |                0 | FOR         |                               167350     | FOR                         |  |
| Garrett Motion Inc.                  | 366505105 | 05/22/2025     | The approval on an advisory (non-binding) basis of the frequency of future advisory votes on the compensation of our named executive officers                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |     167350     |                0 | 1 year      |                               167350     | FOR                         |  |
| GE Aerospace                         | 369604301 | 05/06/2025     | Advisory approval of our named executives' compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         12     |                0 | FOR         |                                   12     | FOR                         |  |
| GE Healthcare Technologies Inc.      | 36266G107 | 05/28/2025     | Approval of named executives officers' compensation in an advisory vote                                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          4     |                0 | FOR         |                                    4     | FOR                         |  |
| GE Vernova Inc.                      | 36828A101 | 05/14/2025     | Approve the compensation of our named executive officers in an advisory vote                                                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          3     |                0 | FOR         |                                    3     | FOR                         |  |
| GE Vernova Inc.                      | 36828A101 | 05/14/2025     | Approve the frequency of future advisory votes on named executive officers compensation in an advisory vote                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          3     |                0 | 1 year      |                                    3     | FOR                         |  |
| General Dynamics Corporation         | 369550108 | 05/07/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |       9420     |                0 | FOR         |                                 9420     | FOR                         |  |
| Honeywell International Inc.         | 438516106 | 05/20/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          5     |                0 | FOR         |                                    5     | FOR                         |  |
| Idexx Laboratories Inc.              | 45168D104 | 05/07/2025     | Advisory vote on executive compensation. To approve a nonbinding advisory resolution on the Company's executive compensation (proposal three)                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         35     |                0 | FOR         |                                   35     | FOR                         |  |
| Illinois Tool Works Inc.             | 452308109 | 05/02/2025     | Advisory vote to approve compensation of ITW's named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       1015     |                0 | FOR         |                                 1015     | FOR                         |  |
| Ingersoll Rand Inc.                  | 45687V106 | 06/12/2025     | Non-binding vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         15     |                0 | FOR         |                                   15     | FOR                         |  |
| Intercontinental Exchange Inc.       | 45866F104 | 05/16/2025     | To approve by non-binding vote the advisory resolution on executive compensation for named executive officers                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         15     |                0 | FOR         |                                   15     | FOR                         |  |
| Johnson  Johnson                     | 478160104 | 04/24/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |       5217     |                0 | FOR         |                                 5217     | FOR                         |  |
| Johnson  Johnson                     | 478160104 | 04/24/2025     | Shareholder opportunity to vote on excessive golden parachutes                                                                                                                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |       5217     |                0 | AGAINST     |                                 5217     | FOR                         |  |
| JP Morgan Chase  Co                  | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        858     |                0 | FOR         |                                  858     | FOR                         |  |
| Kimberly-Clark Corporation           | 494368103 | 05/01/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        400     |                0 | FOR         |                                  400     | FOR                         |  |
| Linde PLC                            | G54950103 | 07/29/2025     | To approve on an advisory and non-binding basis the compensation of Linde plc's named executive officers as disclosed in the 2025 proxy statement                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         19     |                0 | FOR         |                                   19     | FOR                         |  |
| Linde PLC                            | G54950103 | 07/29/2025     | To recommend on an advisory and non-binding basis the frequency of holding future advisory shareholder votes on the compensation of Linde plc's named executive officers                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         19     |                0 | 1 year      |                                   19     | FOR                         |  |
| Lockheed Martin Corporation          | 539830109 | 05/09/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers (Say-on-Pay)                                                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        229     |                0 | FOR         |                                  229     | FOR                         |  |
| Lockheed Martin Corporation          | 539830109 | 05/09/2025     | Stockholder proposal requestion shareholder approval requirement for excessive golden parachutes                                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        229     |                0 | AGAINST     |                                  229     | FOR                         |  |
| Lundin Mining Corporation            | 550372106 | 05/08/2025     | To consider and if deemed advisable on a non-binding advisory basis and not to diminish the role and responsibilities of the board accept the approach to executive compensation disclosed in the corporation's management proxy circular                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        283     |                0 | FOR         |                                  283     | FOR                         |  |
| M Bank Corporation                   | 55261F104 | 04/15/2025     | To approve the 2024 compensation of M Bank Corporation's named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        780     |                0 | FOR         |                                  780     | FOR                         |  |
| Mastercard Incorporated              | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          4     |                0 | FOR         |                                    4     | FOR                         |  |
| Matador Resources Company            | 576485205 | 06/12/2025     | Advisory vote to approve the compensation of the Company's named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |     183192     |                0 | FOR         |                               183192     | FOR                         |  |
| McDonald's Corporation               | 580135101 | 05/20/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        275     |                0 | FOR         |                                  275     | FOR                         |  |
| Medtronic PLC                        | 65960L103 | 10/17/2024     | Approving on an advisory basis the Company's executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        213     |                0 | FOR         |                                  213     | FOR                         |  |
| Meta Platforms Inc.                  | 30303M102 | 05/28/2025     | To approve on a non-binding advisory basis the compensation program for Meta Platforms Inc's named executive officers as disclosed in Meta Platforms Inc.'s proxy statement                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         57     |                0 | FOR         |                                   57     | FOR                         |  |
| Meta Platforms Inc.                  | 30303M102 | 05/28/2025     | To vote on a non-binding advisory basis whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         57     |                0 | 1 year      |                                   57     | AGAINST                     |  |
| Microsoft Corporation                | 594918104 | 12/10/2024     | Advisory vote to approve named executive officer compensation ("say-on-pay vote")                                                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      13326     |                0 | FOR         |                                13326     | FOR                         |  |
| Mondelez International Inc.          | 609207105 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        825     |                0 | FOR         |                                  825     | FOR                         |  |
| Motorola Solutions Inc.              | 620076307 | 05/15/2025     | Advisory approval of the Company's executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        117     |                0 | FOR         |                                  117     | FOR                         |  |
| Nextera Energy Inc.                  | 65339F101 | 05/22/2025     | Approval by non-binding advisory vote of NextEra Energy's compensation of its named executive officers as disclosed in the proxy statement                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         61     |                0 | FOR         |                                   61     | FOR                         |  |
| Nike Inc.                            | 654106103 | 09/10/2024     | To approve executive compensation by an advisory vote                                                                                                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         62     |                0 | FOR         |                                   62     | FOR                         |  |
| Northrop Grumman Corporation         | 666807102 | 05/21/2025     | Proposal to approve on an advisory basis the compensation of the Company's named executive officers                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          2     |                0 | FOR         |                                    2     | FOR                         |  |
| Nvidia Corporation                   | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        400     |                0 | FOR         |                                  400     | FOR                         |  |
| Oracle Corporation                   | 68389X105 | 11/14/2024     | Advisory vote to approve the compensation of our named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |      21144     |                0 | FOR         |                                21144     | FOR                         |  |
| O'Reilly Automotive Inc.             | 67103H107 | 05/15/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          3     |                0 | FOR         |                                    3     | FOR                         |  |
| Patchex Inc.                         | 704326107 | 10/10/2024     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         22     |                0 | FOR         |                                   22     | FOR                         |  |
| Pepsico Inc.                         | 713448108 | 05/07/2025     | Advisory approval of the Company's executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |       9651     |                0 | FOR         |                                 9651     | FOR                         |  |
| Philip Morris International Inc.     | 718172109 | 05/07/2025     | Advisory vote approving executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         23     |                0 | FOR         |                                   23     | FOR                         |  |
| Phillips 66                          | 718546104 | 05/21/2025     | Advisory approval of executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        150     |                0 | FOR         |                                  150     | FOR                         |  |
| Phillips 66                          | 718546104 | 05/21/2025     | Advisory approval of frequency of future advisory approvals of executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        150     |                0 | 1 year      |                                  150     | FOR                         |  |
| Prologis, Inc.                       | 74340W103 | 05/08/2025     | Advisory vote to approve the Company's executive compensation for 2024                                                                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         21     |                0 | FOR         |                                   21     | FOR                         |  |
| Qualcomm Incorporated                | 747525103 | 03/18/2025     | Approval on an advisory basis of the compensation of our named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         42     |                0 | FOR         |                                   42     | FOR                         |  |
| Realty Income Corporation            | 756109104 | 05/13/2025     | A non-binding advisory proposal to approve the compensation of our named executive officers as described in the proxy statement                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |       3491     |                0 | FOR         |                                 3491     | FOR                         |  |
| Ross Stores Inc.                     | 778296103 | 05/21/2025     | Advisory vote to approve the resolution on the compensation of the named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |      14102     |                0 | FOR         |                                14102     | FOR                         |  |
| RTX Corporation                      | 75513E101 | 05/01/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         92     |                0 | FOR         |                                   92     | FOR                         |  |
| Salesforce Inc.                      | 79466L302 | 06/05/2025     | Approval on an advisory basis of the fiscal 2025 compensation of our named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          8     |                0 | FOR         |                                    8     | FOR                         |  |
| Six Flags Entertainment Corporation  | 830D1C108 | 06/25/2025     | Advisory approval of our named executive officer compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         24     |                0 | FOR         |                                   24     | FOR                         |  |
| Six Flags Entertainment Corporation  | 830D1C108 | 06/25/2025     | Advisory vote regarding the frequency of stockholder advisory votes on executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         24     |                0 | 1 year      |                                   24     | FOR                         |  |
| Southstate Corporation               | 840441109 | 04/23/2025     | Approval on an advisory non-binding "say on pay" resolution of our executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |       6015     |                0 | FOR         |                                 6015     | FOR                         |  |
| Southwest Airlines Co.               | 844741108 | 05/14/2025     | Advisory vote to approve the compensation of the Company's named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |       1500     |                0 | FOR         |                                 1500     | FOR                         |  |
| Stellar Bancorp Inc.                 | 858927106 | 05/21/2025     | To conduct an advisory non-binding vote regarding the compensation paid to our named executive officers as disclosed in the proxy statement ("Say on Pay")                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        200     |                0 | FOR         |                                  200     | FOR                         |  |
| Sunrun Inc.                          | 86771W105 | 06/11/2025     | Advisory proposal of the compensation of our named executive officers ("Say-on-Pay")                                                                                                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         26     |                0 | FOR         |                                   26     | FOR                         |  |
| Sunrun Inc.                          | 86771W105 | 06/11/2025     | Advisory proposal of the frequency of future advisory votes on the compensation of our named executive officers or "Say-on-Pay"                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         26     |                0 | 1 year      |                                   26     | FOR                         |  |
| Texas Instruments Incorporated       | 882508104 | 04/17/2025     | Board proposal regarding advisory approval of the Company's executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        127     |                0 | FOR         |                                  127     | FOR                         |  |
| The Charles Schwan Corporation       | 808513105 | 05/22/2025     | Advisory approval of named executive officer compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |      10164     |                0 | FOR         |                                10164     | FOR                         |  |
| The Cocal-Cola Company               | 191216100 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      13090     |                0 | FOR         |                                13090     | FOR                         |  |
| The Goldman Sachs Group Inc.         | 38141G104 | 04/23/2025     | Advisory Vote to Approve Executive Compensation (Say on Pay)                                                                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |       3471     |                0 | FOR         |                                 3471     | FOR                         |  |
| The Home Depot Inc.                  | 437076102 | 05/22/2025     | Advisory Vote to Approve Executive Compensation ("Say on Pay")                                                                                                                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         41     |                0 | FOR         |                                   41     | FOR                         |  |
| The Procter  Gamble Company          | 742718109 | 10/08/2024     | Advisory vote to approve the Company's Executive Compensation (the "say-on-pay" vote)                                                                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        293     |                0 | FOR         |                                  293     | FOR                         |  |
| The Progressive Corporation          | 743315103 | 05/09/2025     | Cast an advisory vote to approve our executive compensation program                                                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         73     |                0 | FOR         |                                   73     | FOR                         |  |
| The Williams Companies Inc.          | 969457100 | 04/29/2025     | Approve on an advisory basis the compsation of our named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |      12633     |                0 | FOR         |                                12633     | FOR                         |  |
| Thermo Fisher Scientific Inc.        | 883556102 | 05/21/2025     | An advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       3251     |                0 | FOR         |                                 3251     | FOR                         |  |
| Triple Flag Precious Metals Corp.    | 89679M104 | 05/05/2025     | Say on Pay Resolution Vote on the advisory resolution on the approach to executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      94200     |                0 | FOR         |                                94200     | FOR                         |  |
| United Airlines Holdings Inc.        | 910047109 | 05/21/2025     | A vote to approve on a nonbinding advisory basis the compensation of our named executive officers                                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         18     |                0 | FOR         |                                   18     | FOR                         |  |
| United Rentals Inc.                  | 911363109 | 05/08/2025     | Advisory approval of executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          3     |                0 | FOR         |                                    3     | FOR                         |  |
| Unitedhealth Group Incorporated      | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         46     |                0 | FOR         |                                   46     | FOR                         |  |
| Veralto Corporation                  | 92338C103 | 05/14/2025     | To approve on an advisory basis the Company's named executive officer compensation                                                                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         19     |                0 | FOR         |                                   19     | FOR                         |  |
| Vertex Pharmaceuticals Incorporated  | 92532F100 | 05/14/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         29     |                0 | FOR         |                                   29     | FOR                         |  |
| Vertex Pharmaceuticals Incorporated  | 92532F100 | 05/14/2025     | Shareholder proposal if properly presented at the meeting regarding excessive golden parachutes                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         29     |                0 | AGAINST     |                                   29     | FOR                         |  |
| Vertiv Holdings Co                   | 92537N108 | 06/18/2025     | To approve on an advisory basis the 2024 compensation of our named executive officers as disclosed in the proxt statement                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        114     |                0 | FOR         |                                  114     | FOR                         |  |
| Visa Inc.                            | 92826C839 | 01/28/2025     | To approve on an advisory basis the compensation paid to our named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        227     |                0 | FOR         |                                  227     | FOR                         |  |
| Walmart Inc.                         | 931142103 | 06/05/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        234     |                0 | FOR         |                                  234     | FOR                         |  |
| Wells Fargo  Company                 | 949746101 | 04/29/2025     | Advisory Vote to Approve Executive Compensation (Say on Pay)                                                                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |      24660     |                0 | FOR         |                                24660     | FOR                         |  |
| Xcel Energy Inc                      | 98389B100 | 05/21/2025     | Approval of Xcel energy Inc.'s executive compensation in advisory vote (say on pay)                                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |       4949     |                0 | FOR         |                                 4949     | FOR                         |  |
| Zoetis Inc.                          | 98978V103 | 05/21/2025     | Advisory vote to approve our executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         40     |                0 | FOR         |                                   40     | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Lummis Asset Management, LP

**By (Signature):** Kirk Wimberley

**By (Printed Signature):** Kirk Wimberley

**By (Title):** Director of Operations

**Date:** 08/29/2025