# EDGAR Filing Document

**Accession Number:** 0002012685
**File Stem:** 0001376474-25-000778
**Filing Date:** 2025-8
**Character Count:** 137933
**Document Hash:** fe7620e80a26947c424365c7667a6a46
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001376474-25-000778.hdr.sgml**: 20250827

**ACCESSION NUMBER**: 0001376474-25-000778

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250827

**EFFECTIVENESS DATE**: 20250827

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Shorepath Capital Management LLC
- **CENTRAL INDEX KEY:** 0002012685

**ORGANIZATION NAME:**
- **EIN:** 454860434
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24002
- **FILM NUMBER:** 251265846

**BUSINESS ADDRESS:**
- **STREET 1:** 1389 CENTER DRIVE
- **STREET 2:** SUITE 200
- **CITY:** PARK CITY
- **STATE:** UT
- **ZIP:** 84098
- **BUSINESS PHONE:** 3123574080

**MAIL ADDRESS:**
- **STREET 1:** 1389 CENTER DRIVE
- **STREET 2:** SUITE 200
- **CITY:** PARK CITY
- **STATE:** UT
- **ZIP:** 84098

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

## N-PX: Filer Information

**Filer CIK:** 0002012685

**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:** Shorepath Capital Management LLC

**Address:** 1389 CENTER DRIVE, PARK CITY, UT 84098

**Telephone number:** 312 357 4080

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-24002

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Apple Inc                       | 037833100 | 02/25/2025     | Election of Director: Wanda Austin                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          38083 |                0 | FOR         |                                    38083 | FOR                         |  |
| Apple Inc                       | 037833100 | 02/25/2025     | Election of Director: Tim Cook                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          38083 |                0 | FOR         |                                    38083 | FOR                         |  |
| Apple Inc                       | 037833100 | 02/25/2025     | Election of Director: Alex Gorsky                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          38083 |                0 | FOR         |                                    38083 | FOR                         |  |
| Apple Inc                       | 037833100 | 02/25/2025     | Election of Director: Andrea Jung                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          38083 |                0 | FOR         |                                    38083 | FOR                         |  |
| Apple Inc                       | 037833100 | 02/25/2025     | Election of Director: Art Levinson                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          38083 |                0 | FOR         |                                    38083 | FOR                         |  |
| Apple Inc                       | 037833100 | 02/25/2025     | Election of Director: Monica Lozano                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          38083 |                0 | FOR         |                                    38083 | FOR                         |  |
| Apple Inc                       | 037833100 | 02/25/2025     | Election of Director: Ron Sugar                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          38083 |                0 | FOR         |                                    38083 | FOR                         |  |
| Apple Inc                       | 037833100 | 02/25/2025     | Election of Director: Sue Wagner                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          38083 |                0 | FOR         |                                    38083 | FOR                         |  |
| Apple Inc                       | 037833100 | 02/25/2025     | Ratification of the appointment of Ernst  Young LLP as Apple's independent registered public accounting firm for fiscal 2025                                                                                          | AUDIT-RELATED                           |          38083 |                0 | FOR         |                                    38083 | FOR                         |  |
| Apple Inc                       | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                       | COMPENSATION                            |          38083 |                0 | FOR         |                                    38083 | FOR                         |  |
| Apple Inc                       | 037833100 | 02/25/2025     | A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage"                                                                                                                                     | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          38083 |                0 | AGAINST     |                                    38083 | AGAINST                     |  |
| Apple Inc                       | 037833100 | 02/25/2025     | A shareholder proposal entitled "Report on Costs and Benefits of Child Sex Abuse Material-Identifying Software  User Privacy"                                                                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          38083 |                0 | AGAINST     |                                    38083 | AGAINST                     |  |
| Apple Inc                       | 037833100 | 02/25/2025     | A shareholder proposal entitled "Request to Cease DEI Efforts"                                                                                                                                                        | DIVERSITY, EQUITY, AND INCLUSION        |          38083 |                0 | AGAINST     |                                    38083 | AGAINST                     |  |
| Apple Inc                       | 037833100 | 02/25/2025     | A shareholder proposal entitled "Report on Charitable Giving"                                                                                                                                                         | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          38083 |                0 | AGAINST     |                                    38083 | AGAINST                     |  |
| Airbnb Inc                      | 009066101 | 06/04/2025     | Election of Class II Director to serve until the 2028 Annual Meeting of Stockholders, and until their respective successors are duly elected and qualified: Amrita Ahuja                                              | DIRECTOR ELECTIONS                      |          33469 |                0 | FOR         |                                    33469 | FOR                         |  |
| Airbnb Inc                      | 009066101 | 06/04/2025     | Election of Class II Director to serve until the 2028 Annual Meeting of Stockholders, and until their respective successors are duly elected and qualified: Joseph Gebbia                                             | DIRECTOR ELECTIONS                      |          33469 |                0 | FOR         |                                    33469 | FOR                         |  |
| Airbnb Inc                      | 009066101 | 06/04/2025     | Election of Class II Director to serve until the 2028 Annual Meeting of Stockholders, and until their respective successors are duly elected and qualified: Jeffrey Jordan                                            | DIRECTOR ELECTIONS                      |          33469 |                0 | FOR         |                                    33469 | FOR                         |  |
| Airbnb Inc                      | 009066101 | 06/04/2025     | To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2025.                                                            | AUDIT-RELATED                           |          33469 |                0 | FOR         |                                    33469 | FOR                         |  |
| Airbnb Inc                      | 009066101 | 06/04/2025     | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.                                                                                                                     | COMPENSATION                            |          33469 |                0 | FOR         |                                    33469 | FOR                         |  |
| Airbnb Inc                      | 009066101 | 06/04/2025     | To consider one stockholder proposal regarding voting disclosure, if properly presented at the Annual Meeting.                                                                                                        | CORPORATE GOVERNANCE                    |          33469 |                0 | AGAINST     |                                    33469 | AGAINST                     |  |
| Adobe Inc                       | 00724F101 | 04/22/2025     | Election of Director proposed in the accompanying Proxy Statement to serve for a one-year term: Cristiano Amon                                                                                                        | DIRECTOR ELECTIONS                      |           8833 |                0 | FOR         |                                     8833 | FOR                         |  |
| Adobe Inc                       | 00724F101 | 04/22/2025     | Election of Director proposed in the accompanying Proxy Statement to serve for a one-year term: Amy Banse                                                                                                             | DIRECTOR ELECTIONS                      |           8833 |                0 | FOR         |                                     8833 | FOR                         |  |
| Adobe Inc                       | 00724F101 | 04/22/2025     | Election of Director proposed in the accompanying Proxy Statement to serve for a one-year term: Melanie Boulden                                                                                                       | DIRECTOR ELECTIONS                      |           8833 |                0 | FOR         |                                     8833 | FOR                         |  |
| Adobe Inc                       | 00724F101 | 04/22/2025     | Election of Director proposed in the accompanying Proxy Statement to serve for a one-year term: Frank Calderoni                                                                                                       | DIRECTOR ELECTIONS                      |           8833 |                0 | FOR         |                                     8833 | FOR                         |  |
| Adobe Inc                       | 00724F101 | 04/22/2025     | Election of Director proposed in the accompanying Proxy Statement to serve for a one-year term: Laura Desmond                                                                                                         | DIRECTOR ELECTIONS                      |           8833 |                0 | FOR         |                                     8833 | FOR                         |  |
| Adobe Inc                       | 00724F101 | 04/22/2025     | Election of Director proposed in the accompanying Proxy Statement to serve for a one-year term: Shantanu Narayen                                                                                                      | DIRECTOR ELECTIONS                      |           8833 |                0 | FOR         |                                     8833 | FOR                         |  |
| Adobe Inc                       | 00724F101 | 04/22/2025     | Election of Director proposed in the accompanying Proxy Statement to serve for a one-year term: Spencer Neumann                                                                                                       | DIRECTOR ELECTIONS                      |           8833 |                0 | FOR         |                                     8833 | FOR                         |  |
| Adobe Inc                       | 00724F101 | 04/22/2025     | Election of Director proposed in the accompanying Proxy Statement to serve for a one-year term: Kathleen Oberg                                                                                                        | DIRECTOR ELECTIONS                      |           8833 |                0 | FOR         |                                     8833 | FOR                         |  |
| Adobe Inc                       | 00724F101 | 04/22/2025     | Election of Director proposed in the accompanying Proxy Statement to serve for a one-year term: Dheeraj Pandey                                                                                                        | DIRECTOR ELECTIONS                      |           8833 |                0 | FOR         |                                     8833 | FOR                         |  |
| Adobe Inc                       | 00724F101 | 04/22/2025     | Election of Director proposed in the accompanying Proxy Statement to serve for a one-year term: David Ricks                                                                                                           | DIRECTOR ELECTIONS                      |           8833 |                0 | FOR         |                                     8833 | FOR                         |  |
| Adobe Inc                       | 00724F101 | 04/22/2025     | Election of Director proposed in the accompanying Proxy Statement to serve for a one-year term: Daniel Rosensweig                                                                                                     | DIRECTOR ELECTIONS                      |           8833 |                0 | FOR         |                                     8833 | FOR                         |  |
| Adobe Inc                       | 00724F101 | 04/22/2025     | Approve the 2019 Equity Incentive Plan, as amended, to increase the available share reserve by 7 million shares.                                                                                                      | CAPITAL STRUCTURE                       |           8833 |                0 | FOR         |                                     8833 | FOR                         |  |
| Adobe Inc                       | 00724F101 | 04/22/2025     | Ratify the appointment of KPMG LLP as our independent registered public accounting firm for our fiscal year ending on November 28, 2025.                                                                              | AUDIT-RELATED                           |           8833 |                0 | FOR         |                                     8833 | FOR                         |  |
| Adobe Inc                       | 00724F101 | 04/22/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                      | COMPENSATION                            |           8833 |                0 | FOR         |                                     8833 | FOR                         |  |
| Adobe Inc                       | 00724F101 | 04/22/2025     | Stockholder Proposal Regarding Vote on Golden Parachutes.                                                                                                                                                             | COMPENSATION                            |           8833 |                0 | AGAINST     |                                     8833 | AGAINST                     |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Approval of the operating and financial review of Alcon Inc., the annual financial statements of Alcon Inc. and the consolidated financial statements for 2024                                                        | CORPORATE GOVERNANCE                    |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Discharge of the members of the Board of Directors and the members of the Executive Committee                                                                                                                         | DIRECTOR ELECTIONS                      |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Appropriation of earnings and declaration of dividend as per the balance sheet of Alcon Inc. of December 31, 2024                                                                                                     | CAPITAL STRUCTURE                       |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Consultative vote on the 2024 Report on Non-Financial Matters                                                                                                                                                         | COMPENSATION                            |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Consultative vote on the 2024 Compensation Report                                                                                                                                                                     | COMPENSATION                            |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Binding vote on the maximum aggregate amount of compensation of the Board of Directors for the next term of office, i.e. from the 2025 Annual General Meeting to the 2026 Annual General Meeting                      | COMPENSATION                            |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Binding vote on the maximum aggregate amount of compensation of the Executive Committee for the following financial year, i.e. 2026                                                                                   | COMPENSATION                            |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Re-election of F. Michael Ball (as Member and Chair)                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Re-election of Lynn D. Bleil (as Member)                                                                                                                                                                              | DIRECTOR ELECTIONS                      |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Re-election of Arthur Cummings (as Member)                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Re-election of David J. Endicott (as Member)                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Re-election of Thomas Glanzmann (as Member)                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Re-election of D. Keith Grossman (as Member)                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Re-election of Scott Maw (as Member)                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Re-election of Karen May (as Member)                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Re-election of Ines Pschel (as Member)                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Re-election of Dieter Splti (as Member)                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Election of Deborah Di Sanzo (as Member)                                                                                                                                                                              | DIRECTOR ELECTIONS                      |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Re-election of the member of the Compensation Committee: Thomas Glanzmann                                                                                                                                             | DIRECTOR ELECTIONS                      |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Re-election of the member of the Compensation Committee: Scott Maw                                                                                                                                                    | DIRECTOR ELECTIONS                      |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Re-election of the member of the Compensation Committee: Karen May                                                                                                                                                    | DIRECTOR ELECTIONS                      |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Re-election of the member of the Compensation Committee: Ines Pschel                                                                                                                                                  | DIRECTOR ELECTIONS                      |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Re-election of the independent representative, Hartmann Dreyer, Attorneys-at-law                                                                                                                                      | CORPORATE GOVERNANCE                    |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | Re-election of the statutory auditors, PricewaterhouseCoopers SA, Geneva                                                                                                                                              | AUDIT-RELATED                           |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Alcon Inc                       | H01301128 | 05/06/2025     | General instruction in case of new agenda items or proposals put forth during the Annual General Meeting                                                                                                              | CORPORATE GOVERNANCE                    |          53176 |                0 | FOR         |                                    53176 | FOR                         |  |
| Aptiv PLC                       | G6095L109 | 04/23/2025     | Election of Director: Kevin P. Clark                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          54894 |                0 | FOR         |                                    54894 | FOR                         |  |
| Aptiv PLC                       | G6095L109 | 04/23/2025     | Election of Director: Nancy E. Cooper                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          54894 |                0 | FOR         |                                    54894 | FOR                         |  |
| Aptiv PLC                       | G6095L109 | 04/23/2025     | Election of Director: Joseph L. Hooley                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          54894 |                0 | FOR         |                                    54894 | FOR                         |  |
| Aptiv PLC                       | G6095L109 | 04/23/2025     | Election of Director: Vasumati P. Jakkal                                                                                                                                                                              | DIRECTOR ELECTIONS                      |          54894 |                0 | FOR         |                                    54894 | FOR                         |  |
| Aptiv PLC                       | G6095L109 | 04/23/2025     | Election of Director: Merit E. Janow                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          54894 |                0 | FOR         |                                    54894 | FOR                         |  |
| Aptiv PLC                       | G6095L109 | 04/23/2025     | Election of Director: Sean O. Mahoney                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          54894 |                0 | FOR         |                                    54894 | FOR                         |  |
| Aptiv PLC                       | G6095L109 | 04/23/2025     | Election of Director: Paul M. Meister                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          54894 |                0 | FOR         |                                    54894 | FOR                         |  |
| Aptiv PLC                       | G6095L109 | 04/23/2025     | Election of Director: Robert K. Ortberg                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          54894 |                0 | FOR         |                                    54894 | FOR                         |  |
| Aptiv PLC                       | G6095L109 | 04/23/2025     | Election of Director: Colin J. Parris                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          54894 |                0 | FOR         |                                    54894 | FOR                         |  |
| Aptiv PLC                       | G6095L109 | 04/23/2025     | Election of Director: Ana G. Pinczuk                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          54894 |                0 | FOR         |                                    54894 | FOR                         |  |
| Aptiv PLC                       | G6095L109 | 04/23/2025     | Proposal to re-appoint auditors, ratify independent public accounting firm and authorize the directors to determine the fees paid to the auditors.                                                                    | AUDIT-RELATED                           |          54894 |                0 | FOR         |                                    54894 | FOR                         |  |
| Aptiv PLC                       | G6095L109 | 04/23/2025     | Say-on-Pay - To approve, by advisory vote, executive compensation.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES            |          54894 |                0 | FOR         |                                    54894 | FOR                         |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Election of Director: Sharon L. Allen                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |         238901 |                0 | FOR         |                                   238901 | FOR                         |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Election of Director: Jos (Joe) E. Almeida                                                                                                                                                                            | DIRECTOR ELECTIONS                      |         238901 |                0 | FOR         |                                   238901 | FOR                         |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Election of Director: Pierre J.P. de Weck                                                                                                                                                                             | DIRECTOR ELECTIONS                      |         238901 |                0 | FOR         |                                   238901 | FOR                         |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Election of Director: Arnold W. Donald                                                                                                                                                                                | DIRECTOR ELECTIONS                      |         238901 |                0 | FOR         |                                   238901 | FOR                         |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Election of Director: Linda P. Hudson                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |         238901 |                0 | FOR         |                                   238901 | FOR                         |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Election of Director: Monica C. Lozano                                                                                                                                                                                | DIRECTOR ELECTIONS                      |         238901 |                0 | FOR         |                                   238901 | FOR                         |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Election of Director: Maria N. Martinez                                                                                                                                                                               | DIRECTOR ELECTIONS                      |         238901 |                0 | FOR         |                                   238901 | FOR                         |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Election of Director: Brian T. Moynihan                                                                                                                                                                               | DIRECTOR ELECTIONS                      |         238901 |                0 | FOR         |                                   238901 | FOR                         |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Election of Director: Lionel L. Nowell III                                                                                                                                                                            | DIRECTOR ELECTIONS                      |         238901 |                0 | FOR         |                                   238901 | FOR                         |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Election of Director: Denise L. Ramos                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |         238901 |                0 | FOR         |                                   238901 | FOR                         |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Election of Director: Clayton S. Rose                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |         238901 |                0 | FOR         |                                   238901 | FOR                         |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Election of Director: Michael D. White                                                                                                                                                                                | DIRECTOR ELECTIONS                      |         238901 |                0 | FOR         |                                   238901 | FOR                         |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Election of Director: Thomas D. Wood                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |         238901 |                0 | FOR         |                                   238901 | FOR                         |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Election of Director: Maria T. Zuber                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |         238901 |                0 | FOR         |                                   238901 | FOR                         |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |         238901 |                0 | AGAINST     |                                   238901 | AGAINST                     |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Ratifying the appointment of our independent registered public accounting firm for 2025                                                                                                                               | AUDIT-RELATED                           |         238901 |                0 | AGAINST     |                                   238901 | AGAINST                     |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Amending and restating the Bank of America Corporation Equity Plan                                                                                                                                                    | COMPENSATION                            |         238901 |                0 | AGAINST     |                                   238901 | AGAINST                     |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Shareholder proposal requesting the nomination of more director candidates than board seats                                                                                                                           | CORPORATE GOVERNANCE                    |         238901 |                0 | AGAINST     |                                   238901 | AGAINST                     |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Shareholder proposal requesting report on board oversight of risks related to animal welfare                                                                                                                          | OTHER SOCIAL ISSUES                     |         238901 |                0 | AGAINST     |                                   238901 | AGAINST                     |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals                                                                                                                     | ENVIRONMENT OR CLIMATE                  |         238901 |                0 | AGAINST     |                                   238901 | AGAINST                     |  |
| Bank of America Corp            | 060505104 | 04/22/2025     | Shareholder proposal requesting disclosure of energy financing ratio                                                                                                                                                  | ENVIRONMENT OR CLIMATE                  |         238901 |                0 | AGAINST     |                                   238901 | AGAINST                     |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Election of Director: Warren E. Buffett                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          14953 |                0 | FOR         |                                    14953 | FOR                         |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Election of Director: Gregory E. Abel                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          14953 |                0 | FOR         |                                    14953 | FOR                         |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Election of Director: Howard G. Buffett                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          14953 |                0 | FOR         |                                    14953 | FOR                         |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Election of Director: Susan A. Buffett                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          14953 |                0 | FOR         |                                    14953 | FOR                         |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Election of Director: Stephen B. Burke                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          14953 |                0 | FOR         |                                    14953 | FOR                         |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Election of Director: Kenneth I. Chenault                                                                                                                                                                             | DIRECTOR ELECTIONS                      |          14953 |                0 | FOR         |                                    14953 | FOR                         |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Election of Director: Christopher C. Davis                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          14953 |                0 | FOR         |                                    14953 | FOR                         |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Election of Director: Susan L. Decker                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          14953 |                0 | FOR         |                                    14953 | FOR                         |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Election of Director: Charlotte Guyman                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          14953 |                0 | FOR         |                                    14953 | FOR                         |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Election of Director: Ajit Jain                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          14953 |                0 | FOR         |                                    14953 | FOR                         |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Election of Director: Thomas S. Murphy, Jr.                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          14953 |                0 | FOR         |                                    14953 | FOR                         |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Election of Director: Wallace R. Weitz                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          14953 |                0 | FOR         |                                    14953 | FOR                         |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Election of Director: Meryl B. Witmer                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          14953 |                0 | FOR         |                                    14953 | FOR                         |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Shareholder proposal requesting that the Company publish a report regarding the costs and benefits of Berkshire Hathaway Energy's voluntary environmental activities.                                                 | ENVIRONMENT OR CLIMATE                  |          14953 |                0 | AGAINST     |                                    14953 | AGAINST                     |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio.                                                                                                                                | COMPENSATION                            |          14953 |                0 | AGAINST     |                                    14953 | AGAINST                     |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Shareholder proposal requesting that the Company issue a civil rights and non-discrimination report.                                                                                                                  | DIVERSITY, EQUITY, AND INCLUSION        |          14953 |                0 | AGAINST     |                                    14953 | AGAINST                     |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Shareholder proposal requesting that the Board of Directors oversee an independent racial discrimination audit.                                                                                                       | DIVERSITY, EQUITY, AND INCLUSION        |          14953 |                0 | AGAINST     |                                    14953 | AGAINST                     |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Shareholder proposal requesting that the Company designate a Board Committee to oversee the Company's diversity and inclusion strategy.                                                                               | DIVERSITY, EQUITY, AND INCLUSION        |          14953 |                0 | AGAINST     |                                    14953 | AGAINST                     |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Shareholder proposal requesting that the Company annually disclose its clean energy financing ratio.                                                                                                                  | ENVIRONMENT OR CLIMATE                  |          14953 |                0 | AGAINST     |                                    14953 | AGAINST                     |  |
| Berkshire Hathaway Inc          | 084670702 | 05/03/2025     | Shareholder proposal requesting that the Board charter a new committee of independent directors to address risks associated with the development and deployment of AI across the Company's operations.                | OTHER SOCIAL ISSUES                     |          14953 |                0 | AGAINST     |                                    14953 | AGAINST                     |  |
| BHP Group Ltd                   | 088606108 | 10/08/2024     | To elect Don Lindsay as a Director of BHP.                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          36829 |                0 | FOR         |                                    36829 | FOR                         |  |
| BHP Group Ltd                   | 088606108 | 10/08/2024     | To elect Ross McEwan as a Director of BHP.                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          36829 |                0 | FOR         |                                    36829 | FOR                         |  |
| BHP Group Ltd                   | 088606108 | 10/08/2024     | To re-elect Xiaoqun Clever-Steg as a Director of BHP                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          36829 |                0 | FOR         |                                    36829 | FOR                         |  |
| BHP Group Ltd                   | 088606108 | 10/08/2024     | To re-elect Gary Goldberg as a Director of BHP.                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          36829 |                0 | FOR         |                                    36829 | FOR                         |  |
| BHP Group Ltd                   | 088606108 | 10/08/2024     | To re-elect Michelle Hinchliffe as a Director of BHP.                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          36829 |                0 | FOR         |                                    36829 | FOR                         |  |
| BHP Group Ltd                   | 088606108 | 10/08/2024     | To re-elect Ken MacKenzie as a Director of BHP.                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          36829 |                0 | FOR         |                                    36829 | FOR                         |  |
| BHP Group Ltd                   | 088606108 | 10/08/2024     | To re-elect Christine O'Reilly as a Director of BHP.                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          36829 |                0 | FOR         |                                    36829 | FOR                         |  |
| BHP Group Ltd                   | 088606108 | 10/08/2024     | To re-elect Catherine Tanna as a Director of BHP.                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          36829 |                0 | FOR         |                                    36829 | FOR                         |  |
| BHP Group Ltd                   | 088606108 | 10/08/2024     | To re-elect Dion Weisler as a Director of BHP                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          36829 |                0 | FOR         |                                    36829 | FOR                         |  |
| BHP Group Ltd                   | 088606108 | 10/08/2024     | Adoption of the Remuneration Report.                                                                                                                                                                                  | COMPENSATION                            |          36829 |                0 | FOR         |                                    36829 | FOR                         |  |
| BHP Group Ltd                   | 088606108 | 10/08/2024     | Approval of equity grants to the Chief Executive Officer.                                                                                                                                                             | COMPENSATION                            |          36829 |                0 | FOR         |                                    36829 | FOR                         |  |
| BHP Group Ltd                   | 088606108 | 10/08/2024     | Approval of the Climate Transition Action Plan.                                                                                                                                                                       | ENVIRONMENT OR CLIMATE                  |          36829 |                0 | FOR         |                                    36829 | FOR                         |  |
| Comcast Corp                    | 20030N101 | 06/18/2025     | Election of Director: Kenneth J. Bacon                                                                                                                                                                                | DIRECTOR ELECTIONS                      |         152749 |                0 | FOR         |                                   152749 | FOR                         |  |
| Comcast Corp                    | 20030N101 | 06/18/2025     | Election of Director: Thomas J. Baltimore, Jr                                                                                                                                                                         | DIRECTOR ELECTIONS                      |         152749 |                0 | FOR         |                                   152749 | FOR                         |  |
| Comcast Corp                    | 20030N101 | 06/18/2025     | Election of Director: Madeline S. Bell                                                                                                                                                                                | DIRECTOR ELECTIONS                      |         152749 |                0 | FOR         |                                   152749 | FOR                         |  |
| Comcast Corp                    | 20030N101 | 06/18/2025     | Election of Director: Louise F. Brady                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |         152749 |                0 | FOR         |                                   152749 | FOR                         |  |
| Comcast Corp                    | 20030N101 | 06/18/2025     | Election of Director: Edward D. Breen                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |         152749 |                0 | FOR         |                                   152749 | FOR                         |  |
| Comcast Corp                    | 20030N101 | 06/18/2025     | Election of Director: Jeffrey A. Honickman                                                                                                                                                                            | DIRECTOR ELECTIONS                      |         152749 |                0 | FOR         |                                   152749 | FOR                         |  |
| Comcast Corp                    | 20030N101 | 06/18/2025     | Election of Director: Wonya Y. Lucas                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |         152749 |                0 | FOR         |                                   152749 | FOR                         |  |
| Comcast Corp                    | 20030N101 | 06/18/2025     | Election of Director: Asuka Nakahara                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |         152749 |                0 | FOR         |                                   152749 | FOR                         |  |
| Comcast Corp                    | 20030N101 | 06/18/2025     | Election of Director: David C. Novak                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |         152749 |                0 | FOR         |                                   152749 | FOR                         |  |
| Comcast Corp                    | 20030N101 | 06/18/2025     | Election of Director: Brian L. Roberts                                                                                                                                                                                | DIRECTOR ELECTIONS                      |         152749 |                0 | FOR         |                                   152749 | FOR                         |  |
| Comcast Corp                    | 20030N101 | 06/18/2025     | Ratify appointment of our independent auditors                                                                                                                                                                        | AUDIT-RELATED                           |         152749 |                0 | FOR         |                                   152749 | FOR                         |  |
| Comcast Corp                    | 20030N101 | 06/18/2025     | Increase share authorization under Comcast-NBCUniversal 2011 Employee Stock Purchase Plan                                                                                                                             | COMPENSATION                            |         152749 |                0 | FOR         |                                   152749 | FOR                         |  |
| Comcast Corp                    | 20030N101 | 06/18/2025     | Advisory vote on executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |         152749 |                0 | FOR         |                                   152749 | FOR                         |  |
| Comcast Corp                    | 20030N101 | 06/18/2025     | Consider "CEO pay ratio factor" in executive compensation                                                                                                                                                             | COMPENSATION                            |         152749 |                0 | AGAINST     |                                   152749 | AGAINST                     |  |
| Comcast Corp                    | 20030N101 | 06/18/2025     | Adopt policy for an independent chair                                                                                                                                                                                 | CORPORATE GOVERNANCE                    |         152749 |                0 | AGAINST     |                                   152749 | AGAINST                     |  |
| Danaher Corp                    | 235851102 | 05/06/2025     | Election of Director to hold office until the 2026 Annual Meeting of Shareholders and until their successors are elected and qualified: Rainer M. Blair                                                               | DIRECTOR ELECTIONS                      |          29203 |                0 | FOR         |                                    29203 | FOR                         |  |
| Danaher Corp                    | 235851102 | 05/06/2025     | Election of Director to hold office until the 2026 Annual Meeting of Shareholders and until their successors are elected and qualified: Feroz Dewan                                                                   | DIRECTOR ELECTIONS                      |          29203 |                0 | FOR         |                                    29203 | FOR                         |  |
| Danaher Corp                    | 235851102 | 05/06/2025     | Election of Director to hold office until the 2026 Annual Meeting of Shareholders and until their successors are elected and qualified: Linda Filler                                                                  | DIRECTOR ELECTIONS                      |          29203 |                0 | FOR         |                                    29203 | FOR                         |  |
| Danaher Corp                    | 235851102 | 05/06/2025     | Election of Director to hold office until the 2026 Annual Meeting of Shareholders and until their successors are elected and qualified: Charles W. Lamanna                                                            | DIRECTOR ELECTIONS                      |          29203 |                0 | FOR         |                                    29203 | FOR                         |  |
| Danaher Corp                    | 235851102 | 05/06/2025     | Election of Director to hold office until the 2026 Annual Meeting of Shareholders and until their successors are elected and qualified: Teri List                                                                     | DIRECTOR ELECTIONS                      |          29203 |                0 | FOR         |                                    29203 | FOR                         |  |
| Danaher Corp                    | 235851102 | 05/06/2025     | Election of Director to hold office until the 2026 Annual Meeting of Shareholders and until their successors are elected and qualified: Jessica L. Mega, MD, MPH                                                      | DIRECTOR ELECTIONS                      |          29203 |                0 | FOR         |                                    29203 | FOR                         |  |
| Danaher Corp                    | 235851102 | 05/06/2025     | Election of Director to hold office until the 2026 Annual Meeting of Shareholders and until their successors are elected and qualified: Mitchell P. Rales                                                             | DIRECTOR ELECTIONS                      |          29203 |                0 | FOR         |                                    29203 | FOR                         |  |
| Danaher Corp                    | 235851102 | 05/06/2025     | Election of Director to hold office until the 2026 Annual Meeting of Shareholders and until their successors are elected and qualified: Steven M. Rales                                                               | DIRECTOR ELECTIONS                      |          29203 |                0 | FOR         |                                    29203 | FOR                         |  |
| Danaher Corp                    | 235851102 | 05/06/2025     | Election of Director to hold office until the 2026 Annual Meeting of Shareholders and until their successors are elected and qualified: A. Shane Sanders                                                              | DIRECTOR ELECTIONS                      |          29203 |                0 | FOR         |                                    29203 | FOR                         |  |
| Danaher Corp                    | 235851102 | 05/06/2025     | Election of Director to hold office until the 2026 Annual Meeting of Shareholders and until their successors are elected and qualified: John T. Schwieters                                                            | DIRECTOR ELECTIONS                      |          29203 |                0 | FOR         |                                    29203 | FOR                         |  |
| Danaher Corp                    | 235851102 | 05/06/2025     | Election of Director to hold office until the 2026 Annual Meeting of Shareholders and until their successors are elected and qualified: Alan G. Spoon                                                                 | DIRECTOR ELECTIONS                      |          29203 |                0 | FOR         |                                    29203 | FOR                         |  |
| Danaher Corp                    | 235851102 | 05/06/2025     | Election of Director to hold office until the 2026 Annual Meeting of Shareholders and until their successors are elected and qualified: Raymond C. Stevens, Ph.D                                                      | DIRECTOR ELECTIONS                      |          29203 |                0 | FOR         |                                    29203 | FOR                         |  |
| Danaher Corp                    | 235851102 | 05/06/2025     | Election of Director to hold office until the 2026 Annual Meeting of Shareholders and until their successors are elected and qualified: Elias A. Zerhouni, MD                                                         | DIRECTOR ELECTIONS                      |          29203 |                0 | FOR         |                                    29203 | FOR                         |  |
| Danaher Corp                    | 235851102 | 05/06/2025     | To ratify the selection of Ernst  Young LLP as Danaher's independent registered public accounting firm for the year ending December 31, 2025.                                                                         | AUDIT-RELATED                           |          29203 |                0 | FOR         |                                    29203 | FOR                         |  |
| Danaher Corp                    | 235851102 | 05/06/2025     | To approve on an advisory basis the Company's named executive officer compensation.                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |          29203 |                0 | FOR         |                                    29203 | FOR                         |  |
| EOG Resources Inc               | 26875P101 | 05/21/2025     | Election of Director to hold office until the 2026 annual meeting of stockholders and until their respective successors are duly elected and qualified: Janet F. Clark                                                | DIRECTOR ELECTIONS                      |          45511 |                0 | FOR         |                                    45511 | FOR                         |  |
| EOG Resources Inc               | 26875P101 | 05/21/2025     | Election of Director to hold office until the 2026 annual meeting of stockholders and until their respective successors are duly elected and qualified: Charles R. Crisp                                              | DIRECTOR ELECTIONS                      |          45511 |                0 | FOR         |                                    45511 | FOR                         |  |
| EOG Resources Inc               | 26875P101 | 05/21/2025     | Election of Director to hold office until the 2026 annual meeting of stockholders and until their respective successors are duly elected and qualified: Robert P. Daniels                                             | DIRECTOR ELECTIONS                      |          45511 |                0 | FOR         |                                    45511 | FOR                         |  |
| EOG Resources Inc               | 26875P101 | 05/21/2025     | Election of Director to hold office until the 2026 annual meeting of stockholders and until their respective successors are duly elected and qualified: Lynn A. Dugle                                                 | DIRECTOR ELECTIONS                      |          45511 |                0 | FOR         |                                    45511 | FOR                         |  |
| EOG Resources Inc               | 26875P101 | 05/21/2025     | Election of Director to hold office until the 2026 annual meeting of stockholders and until their respective successors are duly elected and qualified: C. Christopher Gaut                                           | DIRECTOR ELECTIONS                      |          45511 |                0 | FOR         |                                    45511 | FOR                         |  |
| EOG Resources Inc               | 26875P101 | 05/21/2025     | Election of Director to hold office until the 2026 annual meeting of stockholders and until their respective successors are duly elected and qualified: Michael T. Kerr                                               | DIRECTOR ELECTIONS                      |          45511 |                0 | FOR         |                                    45511 | FOR                         |  |
| EOG Resources Inc               | 26875P101 | 05/21/2025     | Election of Director to hold office until the 2026 annual meeting of stockholders and until their respective successors are duly elected and qualified: Julie J. Robertson                                            | DIRECTOR ELECTIONS                      |          45511 |                0 | FOR         |                                    45511 | FOR                         |  |
| EOG Resources Inc               | 26875P101 | 05/21/2025     | Election of Director to hold office until the 2026 annual meeting of stockholders and until their respective successors are duly elected and qualified: Ezra Y. Yacob                                                 | DIRECTOR ELECTIONS                      |          45511 |                0 | FOR         |                                    45511 | FOR                         |  |
| EOG Resources Inc               | 26875P101 | 05/21/2025     | To ratify the appointment by the Audit Committee of the Board of Directors of Deloitte  Touche LLP, independent registered public accounting firm, as auditors for the Company for the year ending December 31, 2025. | AUDIT-RELATED                           |          45511 |                0 | FOR         |                                    45511 | FOR                         |  |
| EOG Resources Inc               | 26875P101 | 05/21/2025     | To approve, by non-binding vote, the compensation of the Company's named executive officers.                                                                                                                          | COMPENSATION                            |          45511 |                0 | FOR         |                                    45511 | FOR                         |  |
| Fortive Corp                    | 34959J108 | 06/03/2025     | Election of Director to serve for a one-year term expiring at the 2026 Annual Meeting of Shareholders: Eric Branderiz                                                                                                 | DIRECTOR ELECTIONS                      |          63795 |                0 | FOR         |                                    63795 | FOR                         |  |
| Fortive Corp                    | 34959J108 | 06/03/2025     | Election of Director to serve for a one-year term expiring at the 2026 Annual Meeting of Shareholders: Daniel L. Comas                                                                                                | DIRECTOR ELECTIONS                      |          63795 |                0 | FOR         |                                    63795 | FOR                         |  |
| Fortive Corp                    | 34959J108 | 06/03/2025     | Election of Director to serve for a one-year term expiring at the 2026 Annual Meeting of Shareholders: Sharmistha Dubey                                                                                               | DIRECTOR ELECTIONS                      |          63795 |                0 | FOR         |                                    63795 | FOR                         |  |
| Fortive Corp                    | 34959J108 | 06/03/2025     | Election of Director to serve for a one-year term expiring at the 2026 Annual Meeting of Shareholders: Rejji P. Hayes                                                                                                 | DIRECTOR ELECTIONS                      |          63795 |                0 | FOR         |                                    63795 | FOR                         |  |
| Fortive Corp                    | 34959J108 | 06/03/2025     | Election of Director to serve for a one-year term expiring at the 2026 Annual Meeting of Shareholders: Wright Lassiter III                                                                                            | DIRECTOR ELECTIONS                      |          63795 |                0 | FOR         |                                    63795 | FOR                         |  |
| Fortive Corp                    | 34959J108 | 06/03/2025     | Election of Director to serve for a one-year term expiring at the 2026 Annual Meeting of Shareholders: James A. Lico                                                                                                  | DIRECTOR ELECTIONS                      |          63795 |                0 | FOR         |                                    63795 | FOR                         |  |
| Fortive Corp                    | 34959J108 | 06/03/2025     | Election of Director to serve for a one-year term expiring at the 2026 Annual Meeting of Shareholders: Kate D. Mitchell                                                                                               | DIRECTOR ELECTIONS                      |          63795 |                0 | FOR         |                                    63795 | FOR                         |  |
| Fortive Corp                    | 34959J108 | 06/03/2025     | Election of Director to serve for a one-year term expiring at the 2026 Annual Meeting of Shareholders: Gregory J. Moore                                                                                               | DIRECTOR ELECTIONS                      |          63795 |                0 | FOR         |                                    63795 | FOR                         |  |
| Fortive Corp                    | 34959J108 | 06/03/2025     | Election of Director to serve for a one-year term expiring at the 2026 Annual Meeting of Shareholders: Jeannine P. Sargent                                                                                            | DIRECTOR ELECTIONS                      |          63795 |                0 | FOR         |                                    63795 | FOR                         |  |
| Fortive Corp                    | 34959J108 | 06/03/2025     | To approve on an advisory basis Fortive's named executive officer compensation                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES            |          63795 |                0 | FOR         |                                    63795 | FOR                         |  |
| Fortive Corp                    | 34959J108 | 06/03/2025     | To approve the amendment and restatement of the 2016 Stock Incentive Plan to extend the term of the plan.                                                                                                             | COMPENSATION                            |          63795 |                0 | FOR         |                                    63795 | FOR                         |  |
| Fortive Corp                    | 34959J108 | 06/03/2025     | To ratify the appointment of Ernst  Young LLP as Fortive's independent registered public accounting firm for the year ending December 31, 2025.                                                                       | AUDIT-RELATED                           |          63795 |                0 | FOR         |                                    63795 | FOR                         |  |
| Fortive Corp                    | 34959J108 | 06/03/2025     | To act upon a shareholder proposal to amend Fortive's governing documents to reduce the ownership requirement for shareholders to call a special meeting from 25% of Fortive's common stock to 10%.                   | CORPORATE GOVERNANCE                    |          63795 |                0 | AGAINST     |                                    63795 | AGAINST                     |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Election of Director: Larry Page                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          27353 |                0 | FOR         |                                    27353 | FOR                         |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Election of Director: Sergey Brin                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          27353 |                0 | FOR         |                                    27353 | FOR                         |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Election of Director: Sundar Pichai                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          27353 |                0 | FOR         |                                    27353 | FOR                         |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Election of Director: John L. Hennessy                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          27353 |                0 | FOR         |                                    27353 | FOR                         |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Election of Director: Frances H. Arnold                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          27353 |                0 | FOR         |                                    27353 | FOR                         |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Election of Director: R. Martin "Marty" Chvez                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          27353 |                0 | FOR         |                                    27353 | FOR                         |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Election of Director: L. John Doerr                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          27353 |                0 | FOR         |                                    27353 | FOR                         |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Election of Director: Roger W. Ferguson Jr.                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          27353 |                0 | FOR         |                                    27353 | FOR                         |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Election of Director: K. Ram Shriram                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          27353 |                0 | FOR         |                                    27353 | FOR                         |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Election of Director: Robin L. Washington                                                                                                                                                                             | DIRECTOR ELECTIONS                      |          27353 |                0 | FOR         |                                    27353 | FOR                         |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Ratification of the appointment of Ernst  Young LLP as Alphabet's independent registered public accounting firm for the fiscal year ending December 31, 2025                                                          | AUDIT-RELATED                           |          27353 |                0 | FOR         |                                    27353 | FOR                         |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Stockholder proposal regarding "Support for Shareholder Right to Act by Written Consent"                                                                                                                              | CORPORATE GOVERNANCE                    |          27353 |                0 | AGAINST     |                                    27353 | AGAINST                     |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Stockholder proposal regarding a financial performance policy                                                                                                                                                         | CORPORATE GOVERNANCE                    |          27353 |                0 | AGAINST     |                                    27353 | AGAINST                     |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Stockholder proposal regarding a report on charitable partnerships                                                                                                                                                    | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          27353 |                0 | AGAINST     |                                    27353 | AGAINST                     |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Stockholder proposal regarding a request to cease CEI participation                                                                                                                                                   | ENVIRONMENT OR CLIMATE                  |          27353 |                0 | AGAINST     |                                    27353 | AGAINST                     |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Stockholder proposal regarding an enhanced disclosure on climate goals                                                                                                                                                | ENVIRONMENT OR CLIMATE                  |          27353 |                0 | AGAINST     |                                    27353 | AGAINST                     |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Stockholder proposal regarding equal shareholder voting                                                                                                                                                               | CORPORATE GOVERNANCE                    |          27353 |                0 | AGAINST     |                                    27353 | AGAINST                     |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Stockholder proposal regarding a report on the due diligence process to assess human rights risks in CAHRA                                                                                                            | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          27353 |                0 | AGAINST     |                                    27353 | AGAINST                     |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Stockholder proposal regarding a report on risks of discrimination in GenAI                                                                                                                                           | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          27353 |                0 | AGAINST     |                                    27353 | AGAINST                     |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Stockholder proposal regarding a report on AI data usage oversight                                                                                                                                                    | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          27353 |                0 | AGAINST     |                                    27353 | AGAINST                     |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Stockholder proposal regarding a human rights impact assessment of AI-driven targeted ad policies                                                                                                                     | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          27353 |                0 | AGAINST     |                                    27353 | AGAINST                     |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies                                                                                                                | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          27353 |                0 | AGAINST     |                                    27353 | AGAINST                     |  |
| Alphabet Inc - Cl A             | 02079K305 | 06/06/2025     | Stockholder proposal regarding a report on online safety for children                                                                                                                                                 | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          27353 |                0 | AGAINST     |                                    27353 | AGAINST                     |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Election of Director: Michele Burns                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          18241 |                0 | FOR         |                                    18241 | FOR                         |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Election of Director: Mark Flaherty                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          18241 |                0 | FOR         |                                    18241 | FOR                         |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Election of Director: Kimberley Harris                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          18241 |                0 | FOR         |                                    18241 | FOR                         |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Election of Director: John Hess                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          18241 |                0 | FOR         |                                    18241 | FOR                         |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Election of Director: Kevin Johnson                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          18241 |                0 | FOR         |                                    18241 | FOR                         |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Election of Director: Ellen Kullman                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          18241 |                0 | FOR         |                                    18241 | FOR                         |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Election of Director: KC McClure                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          18241 |                0 | FOR         |                                    18241 | FOR                         |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Election of Director: Lakshmi Mittal                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          18241 |                0 | FOR         |                                    18241 | FOR                         |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Election of Director: Thomas Montag                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          18241 |                0 | FOR         |                                    18241 | FOR                         |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Election of Director: Peter Oppenheimer                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          18241 |                0 | FOR         |                                    18241 | FOR                         |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Election of Director: David Solomon                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          18241 |                0 | FOR         |                                    18241 | FOR                         |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Election of Director: Jan Tighe                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          18241 |                0 | FOR         |                                    18241 | FOR                         |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Election of Director: David Viniar                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          18241 |                0 | FOR         |                                    18241 | FOR                         |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Election of Director: John Waldron                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          18241 |                0 | FOR         |                                    18241 | FOR                         |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Advisory Vote to Approve Executive Compensation (Say on Pay)                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES            |          18241 |                0 | FOR         |                                    18241 | FOR                         |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Approval of The Goldman Sachs Amended and Restated Stock Incentive Plan (2025                                                                                                                                         | COMPENSATION                            |          18241 |                0 | FOR         |                                    18241 | FOR                         |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Ratification of PricewaterhouseCoopers LLP as our Independent Registered Public Accounting Firm for 2025                                                                                                              | AUDIT-RELATED                           |          18241 |                0 | FOR         |                                    18241 | FOR                         |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Shareholder Proposal Regarding DEI Goals in Executive Pay Incentives                                                                                                                                                  | DIVERSITY, EQUITY, AND INCLUSION        |          18241 |                0 | AGAINST     |                                    18241 | AGAINST                     |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Shareholder Proposal Regarding Racial Discrimination Audit                                                                                                                                                            | DIVERSITY, EQUITY, AND INCLUSION        |          18241 |                0 | AGAINST     |                                    18241 | AGAINST                     |  |
| Goldman Sachs Group Inc/The     | 38141G104 | 04/23/2025     | Shareholder Proposal Regarding Disclosure of Energy Supply Financing Ratio                                                                                                                                            | ENVIRONMENT OR CLIMATE                  |          18241 |                0 | AGAINST     |                                    18241 | AGAINST                     |  |
| Honeywell International Inc     | 438516106 | 05/20/2025     | Election of Director: Duncan B. Angove                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          29081 |                0 | FOR         |                                    29081 | FOR                         |  |
| Honeywell International Inc     | 438516106 | 05/20/2025     | Election of Director: William S. Ayer                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          29081 |                0 | FOR         |                                    29081 | FOR                         |  |
| Honeywell International Inc     | 438516106 | 05/20/2025     | Election of Director: Kevin Burke                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          29081 |                0 | FOR         |                                    29081 | FOR                         |  |
| Honeywell International Inc     | 438516106 | 05/20/2025     | Election of Director: D. Scott Davis                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          29081 |                0 | FOR         |                                    29081 | FOR                         |  |
| Honeywell International Inc     | 438516106 | 05/20/2025     | Election of Director: Deborah Flint                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          29081 |                0 | FOR         |                                    29081 | FOR                         |  |
| Honeywell International Inc     | 438516106 | 05/20/2025     | Election of Director: Vimal Kapur                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          29081 |                0 | FOR         |                                    29081 | FOR                         |  |
| Honeywell International Inc     | 438516106 | 05/20/2025     | Election of Director: Michael W. Lamach                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          29081 |                0 | FOR         |                                    29081 | FOR                         |  |
| Honeywell International Inc     | 438516106 | 05/20/2025     | Election of Director: Rose Lee                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          29081 |                0 | FOR         |                                    29081 | FOR                         |  |
| Honeywell International Inc     | 438516106 | 05/20/2025     | Election of Director: Grace D. Lieblein                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          29081 |                0 | FOR         |                                    29081 | FOR                         |  |
| Honeywell International Inc     | 438516106 | 05/20/2025     | Election of Director: Robin Watson                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          29081 |                0 | FOR         |                                    29081 | FOR                         |  |
| Honeywell International Inc     | 438516106 | 05/20/2025     | Election of Director: Stephen Williamson                                                                                                                                                                              | DIRECTOR ELECTIONS                      |          29081 |                0 | FOR         |                                    29081 | FOR                         |  |
| Honeywell International Inc     | 438516106 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES            |          29081 |                0 | FOR         |                                    29081 | FOR                         |  |
| Honeywell International Inc     | 438516106 | 05/20/2025     | Approval of Independent Accountants.                                                                                                                                                                                  | AUDIT-RELATED                           |          29081 |                0 | FOR         |                                    29081 | FOR                         |  |
| Honeywell International Inc     | 438516106 | 05/20/2025     | Liability Management Reorganization Proposal.                                                                                                                                                                         | CORPORATE GOVERNANCE                    |          29081 |                0 | FOR         |                                    29081 | FOR                         |  |
| Honeywell International Inc     | 438516106 | 05/20/2025     | Shareowner Proposal - Independent Board Chairman.                                                                                                                                                                     | CORPORATE GOVERNANCE                    |          29081 |                0 | AGAINST     |                                    29081 | AGAINST                     |  |
| Lululemon Athletica Inc         | 550021109 | 06/21/2025     | Election of Class III Director to serve until 2028 annual meeting: Kathryn Henry                                                                                                                                      | DIRECTOR ELECTIONS                      |           9088 |                0 | FOR         |                                     9088 | FOR                         |  |
| Lululemon Athletica Inc         | 550021109 | 06/21/2025     | Election of Class III Director to serve until 2028 annual meeting: Alison Loehnis                                                                                                                                     | DIRECTOR ELECTIONS                      |           9088 |                0 | FOR         |                                     9088 | FOR                         |  |
| Lululemon Athletica Inc         | 550021109 | 06/21/2025     | Election of Class III Director to serve until 2028 annual meeting: Jon McNeill                                                                                                                                        | DIRECTOR ELECTIONS                      |           9088 |                0 | FOR         |                                     9088 | FOR                         |  |
| Lululemon Athletica Inc         | 550021109 | 06/21/2025     | To ratify the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending February 1, 2026.                                                     | AUDIT-RELATED                           |           9088 |                0 | FOR         |                                     9088 | FOR                         |  |
| Lululemon Athletica Inc         | 550021109 | 06/21/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES            |           9088 |                0 | FOR         |                                     9088 | FOR                         |  |
| Lululemon Athletica Inc         | 550021109 | 06/21/2025     | Shareholder proposal requesting an annual report on discrimination risks related to charitable partnerships (if properly presented at the meeting).                                                                   | DIVERSITY, EQUITY, AND INCLUSION        |           9088 |                0 | AGAINST     |                                     9088 | AGAINST                     |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | Election of Director: Peggy Alford                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          17042 |                0 | FOR         |                                    17042 | FOR                         |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | Election of Director: Marc L. Andreessen                                                                                                                                                                              | DIRECTOR ELECTIONS                      |          17042 |                0 | FOR         |                                    17042 | FOR                         |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | Election of Director: John Arnold                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          17042 |                0 | FOR         |                                    17042 | FOR                         |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | Election of Director: Patrick Collison                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          17042 |                0 | FOR         |                                    17042 | FOR                         |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | Election of Director: John Elkann                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          17042 |                0 | FOR         |                                    17042 | FOR                         |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | Election of Director: Andrew W. Houston                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          17042 |                0 | FOR         |                                    17042 | FOR                         |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | Election of Director: Nancy Killefer                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          17042 |                0 | FOR         |                                    17042 | FOR                         |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | Election of Director: Robert M. Kimmitt                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          17042 |                0 | FOR         |                                    17042 | FOR                         |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | Election of Director: Dina Powell McCormick                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          17042 |                0 | FOR         |                                    17042 | FOR                         |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | Election of Director: Charles Songhurst                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          17042 |                0 | FOR         |                                    17042 | FOR                         |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | Election of Director: Hock E. Tan                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          17042 |                0 | FOR         |                                    17042 | FOR                         |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | Election of Director: Tracey T. Travis                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          17042 |                0 | FOR         |                                    17042 | FOR                         |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | Election of Director: Dana White                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          17042 |                0 | FOR         |                                    17042 | FOR                         |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | Election of Director: Tony Xu                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          17042 |                0 | FOR         |                                    17042 | FOR                         |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | Election of Director: Mark Zuckerberg                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          17042 |                0 | FOR         |                                    17042 | FOR                         |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | To ratify the appointment of Ernst  Young LLP as Meta Platforms, Inc.'s independent registered public accounting firm for the fiscal year ending December 31, 2025.                                                   | AUDIT-RELATED                           |          17042 |                0 | FOR         |                                    17042 | FOR                         |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | To approve Meta Platforms, Inc.'s 2025 Equity Incentive Plan.                                                                                                                                                         | COMPENSATION                            |          17042 |                0 | FOR         |                                    17042 | 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            |          17042 |                0 | FOR         |                                    17042 | 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            |          17042 |                0 | FOR         |                                    17042 | FOR                         |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | A shareholder proposal regarding dual class capital structure.                                                                                                                                                        | CAPITAL STRUCTURE                       |          17042 |                0 | AGAINST     |                                    17042 | AGAINST                     |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | A shareholder proposal regarding disclosure of voting results based on class of shares.                                                                                                                               | CAPITAL STRUCTURE                       |          17042 |                0 | AGAINST     |                                    17042 | AGAINST                     |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | A shareholder proposal regarding report on hate targeting marginalized communities.                                                                                                                                   | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          17042 |                0 | AGAINST     |                                    17042 | AGAINST                     |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | A shareholder proposal regarding report on child safety impacts and actual harm reduction to children.                                                                                                                | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          17042 |                0 | AGAINST     |                                    17042 | AGAINST                     |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | A shareholder proposal regarding report on risks of deepfakes in online child exploitation                                                                                                                            | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |          17042 |                0 | AGAINST     |                                    17042 | AGAINST                     |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | A shareholder proposal regarding report on AI data usage oversight.                                                                                                                                                   | OTHER SOCIAL ISSUES                     |          17042 |                0 | AGAINST     |                                    17042 | AGAINST                     |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | A shareholder proposal regarding GHG emissions reduction actions                                                                                                                                                      | ENVIRONMENT OR CLIMATE                  |          17042 |                0 | AGAINST     |                                    17042 | AGAINST                     |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | A shareholder proposal regarding Bitcoin treasury assessment.                                                                                                                                                         | CAPITAL STRUCTURE                       |          17042 |                0 | AGAINST     |                                    17042 | AGAINST                     |  |
| Meta Platforms Inc              | 30303M102 | 05/28/2025     | A shareholder proposal regarding report on data collection and advertising practices.                                                                                                                                 | OTHER SOCIAL ISSUES                     |          17042 |                0 | AGAINST     |                                    17042 | AGAINST                     |  |
| Visa Inc                        | 92826C839 | 01/28/2025     | Election of Director: Lloyd A. Carney                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          22183 |                0 | FOR         |                                    22183 | FOR                         |  |
| Visa Inc                        | 92826C839 | 01/28/2025     | Election of Director: Kermit R. Crawford                                                                                                                                                                              | DIRECTOR ELECTIONS                      |          22183 |                0 | FOR         |                                    22183 | FOR                         |  |
| Visa Inc                        | 92826C839 | 01/28/2025     | Election of Director: Francisco Javier Fernndez-Carbajal                                                                                                                                                              | DIRECTOR ELECTIONS                      |          22183 |                0 | FOR         |                                    22183 | FOR                         |  |
| Visa Inc                        | 92826C839 | 01/28/2025     | Election of Director: Ramon Laguarta                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          22183 |                0 | FOR         |                                    22183 | FOR                         |  |
| Visa Inc                        | 92826C839 | 01/28/2025     | Election of Director: Teri L. List                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          22183 |                0 | FOR         |                                    22183 | FOR                         |  |
| Visa Inc                        | 92826C839 | 01/28/2025     | Election of Director: John F. Lundgren                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          22183 |                0 | FOR         |                                    22183 | FOR                         |  |
| Visa Inc                        | 92826C839 | 01/28/2025     | Election of Director: Ryan McInerney                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          22183 |                0 | FOR         |                                    22183 | FOR                         |  |
| Visa Inc                        | 92826C839 | 01/28/2025     | Election of Director: Denise M. Morrison                                                                                                                                                                              | DIRECTOR ELECTIONS                      |          22183 |                0 | FOR         |                                    22183 | FOR                         |  |
| Visa Inc                        | 92826C839 | 01/28/2025     | Election of Director: Pamela Murphy                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          22183 |                0 | FOR         |                                    22183 | FOR                         |  |
| Visa Inc                        | 92826C839 | 01/28/2025     | Election of Director: Linda J. Rendl                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          22183 |                0 | FOR         |                                    22183 | FOR                         |  |
| Visa Inc                        | 92826C839 | 01/28/2025     | Election of Director: Maynard G. Webb, Jr.                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          22183 |                0 | FOR         |                                    22183 | 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            |          22183 |                0 | FOR         |                                    22183 | FOR                         |  |
| Visa Inc                        | 92826C839 | 01/28/2025     | To ratify the appointment of KPMG LLP as our independent registered public accounting firm for fiscal year 2025.                                                                                                      | AUDIT-RELATED                           |          22183 |                0 | FOR         |                                    22183 | FOR                         |  |
| Visa Inc                        | 92826C839 | 01/28/2025     | Shareholder proposal on gender-based compensation gaps and associated risks.                                                                                                                                          | DIVERSITY, EQUITY, AND INCLUSION        |          22183 |                0 | AGAINST     |                                    22183 | AGAINST                     |  |
| Visa Inc                        | 92826C839 | 01/28/2025     | Shareholder proposal requesting a report on policy on merchant category codes.                                                                                                                                        | OTHER SOCIAL ISSUES                     |          22183 |                0 | AGAINST     |                                    22183 | AGAINST                     |  |
| Visa Inc                        | 92826C839 | 01/28/2025     | Shareholder proposal requesting adoption of a new director election resignation governance guideline.                                                                                                                 | CORPORATE GOVERNANCE                    |          22183 |                0 | AGAINST     |                                    22183 | AGAINST                     |  |
| Visa Inc                        | 92826C839 | 01/28/2025     | Shareholder proposal on transparency in lobbying.                                                                                                                                                                     | OTHER SOCIAL ISSUES                     |          22183 |                0 | AGAINST     |                                    22183 | AGAINST                     |  |
| Vanguard Total Stock Market ETF | 922908769 | 02/26/2025     | Election of Director: Tara Bunch                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |           2855 |                0 | FOR         |                                     2855 | FOR                         |  |
| Vanguard Total Stock Market ETF | 922908769 | 02/26/2025     | Election of Director: Mark Loughridge                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |           2855 |                0 | FOR         |                                     2855 | FOR                         |  |
| Vanguard Total Stock Market ETF | 922908769 | 02/26/2025     | Election of Director: Scott C. Malpass                                                                                                                                                                                | DIRECTOR ELECTIONS                      |           2855 |                0 | FOR         |                                     2855 | FOR                         |  |
| Vanguard Total Stock Market ETF | 922908769 | 02/26/2025     | Election of Director: John Murphy                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |           2855 |                0 | FOR         |                                     2855 | FOR                         |  |
| Vanguard Total Stock Market ETF | 922908769 | 02/26/2025     | Election of Director: Lubos Pastor                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |           2855 |                0 | FOR         |                                     2855 | FOR                         |  |
| Vanguard Total Stock Market ETF | 922908769 | 02/26/2025     | Election of Director: Rebecca Patterson                                                                                                                                                                               | DIRECTOR ELECTIONS                      |           2855 |                0 | FOR         |                                     2855 | FOR                         |  |
| Vanguard Total Stock Market ETF | 922908769 | 02/26/2025     | Election of Director: Andr F. Perold                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |           2855 |                0 | FOR         |                                     2855 | FOR                         |  |
| Vanguard Total Stock Market ETF | 922908769 | 02/26/2025     | Election of Director: Salim Ramji                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |           2855 |                0 | FOR         |                                     2855 | FOR                         |  |
| Vanguard Total Stock Market ETF | 922908769 | 02/26/2025     | Election of Director: Sarah Bloom Raskin                                                                                                                                                                              | DIRECTOR ELECTIONS                      |           2855 |                0 | FOR         |                                     2855 | FOR                         |  |
| Vanguard Total Stock Market ETF | 922908769 | 02/26/2025     | Election of Director: Grant Reid                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |           2855 |                0 | FOR         |                                     2855 | FOR                         |  |
| Vanguard Total Stock Market ETF | 922908769 | 02/26/2025     | Election of Director: David Thomas                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |           2855 |                0 | FOR         |                                     2855 | FOR                         |  |
| Vanguard Total Stock Market ETF | 922908769 | 02/26/2025     | Election of Director: Barbara Venneman                                                                                                                                                                                | DIRECTOR ELECTIONS                      |           2855 |                0 | FOR         |                                     2855 | FOR                         |  |
| Vanguard Total Stock Market ETF | 922908769 | 02/26/2025     | Election of Director: Peter F. Volanakis                                                                                                                                                                              | DIRECTOR ELECTIONS                      |           2855 |                0 | FOR         |                                     2855 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Shorepath Capital Management LLC

**By (Signature):** Scott Wallace

**By (Printed Signature):** Scott Wallace

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

**Date:** 08/05/2025