# EDGAR Filing Document

**Accession Number:** 0002051965
**File Stem:** 0001085146-25-003474
**Filing Date:** 2025-7
**Character Count:** 68320
**Document Hash:** 8bc35b3dc501c0c777159d986fb55e27
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-003474.hdr.sgml**: 20250702

**ACCESSION NUMBER**: 0001085146-25-003474

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20240630

**FILED AS OF DATE**: 20250702

**EFFECTIVENESS DATE**: 20250702

**FILER**: 

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

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

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25427
- **FILM NUMBER:** 251099845

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

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

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

## N-PX: Filer Information

**Filer CIK:** 0002051965

**Date of Report:** 06/30/2024

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Berkeley, Inc

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

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

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2024

**SEC File Number:** 028-25427

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

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

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

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

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER         | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                                                                                                                                                          | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| 3M COMPANY             | 88579Y101 | 05/14/2024     | Advisory approval of executive compensation                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            259 |                0 | AGAINST     |                                      259 | AGAINST                     |  |
| ABBOTT LABORATORIES    | 002824100 | 04/26/2024     | Say on Pay - An Advisory Vote on the Approval of Executive<br>Compensation                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| ABBVIE INC.            | 00287Y109 | 05/03/2024     | Say on Pay-An advisory vote on the approval of executive<br>compensation                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            151 |                0 | AGAINST     |                                      151 | AGAINST                     |  |
| ABBVIE INC.            | 00287Y109 | 05/03/2024     | Say When on Pay-An advisory vote on the frequency of the<br>advisory vote to approve of executive compensation                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            151 |                0 | 1 YEAR      |                                      151 | FOR                         |  |
| AGCO CORPORATION       | 001084102 | 04/25/2024     | Non-binding advisory resolution to approve the compensation of<br>the Company's named executive officers                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            139 |                0 | FOR         |                                      139 | FOR                         |  |
| AMAZON.COM, INC.       | 023135106 | 05/22/2024     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |             12 |                0 | FOR         |                                       12 | FOR                         |  |
| APPLE INC.             | 037833100 | 02/28/2024     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| ARCHER-DANIELS-        | 039483102 | 05/23/2024     | Advisory Vote on Executive Compensation                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            144 |                0 | AGAINST     |                                      144 | AGAINST                     |  |
| MIDLAND COMPANY        |  |  |  |  |  |  |  |  |  |  |
| AT INC.                | 00206R102 | 05/16/2024     | Advisory Approval of Executive Compensation                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            133 |                0 | AGAINST     |                                      133 | AGAINST                     |  |
| AUTOMATIC DATA         | 053015103 | 11/08/2023     | Advisory Vote on Executive Compensation                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            845 |                0 | FOR         |                                      845 | FOR                         |  |
| PROCESSING, INC.       |  |  |  |  |  |  |  |  |  |  |
| AUTOMATIC DATA         | 053015103 | 11/08/2023     | Advisory Vote on the Frequency of the Executive Compensation<br>Advisory Vote                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            845 |                0 | 1 YEAR      |                                      845 | FOR                         |  |
| PROCESSING, INC.       |  |  |  |  |  |  |  |  |  |  |
| AVANGRID, INC.         | 05351W103 | 07/18/2023     | Approve, On An Advisory Basis, Named Executive Officer<br>Compensation                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            232 |                0 | FOR         |                                      232 | FOR                         |  |
| BLACKROCK, INC.        | 09247X101 | 05/15/2024     | Approval, in a non-binding advisory vote, of the compensation for<br>named executive officers                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            340 |                0 | AGAINST     |                                      340 | AGAINST                     |  |
| BROADRIDGE FINANCIAL   | 11133T103 | 11/09/2023     | Advisory vote to approve the compensation of the Company's<br>Named Executive Officers (the Say on Pay Vote).                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| SOLUTIONS, INC.        |  |  |  |  |  |  |  |  |  |  |
| BROADRIDGE FINANCIAL   | 11133T103 | 11/09/2023     | Advisory vote on the frequency of holding the Say on Pay Vote<br>(the Frequency Vote).                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | 1 YEAR      |                                      200 | FOR                         |  |
| SOLUTIONS, INC.        |  |  |  |  |  |  |  |  |  |  |
| CANADIAN PACIFIC       | 13646K108 | 04/24/2024     | Advisory vote to approve the Corporation's approach to executive<br>compensation as described in the Proxy Circular.                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           2884 |                0 | FOR         |                                     2884 | FOR                         |  |
| KANSAS CITY LIMITED    |  |  |  |  |  |  |  |  |  |  |
| CARRIER GLOBAL         | 14448C104 | 04/18/2024     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| CORPORATION            |  |  |  |  |  |  |  |  |  |  |
| CATERPILLAR INC.       | 149123101 | 06/12/2024     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| CHEVRON CORPORATION    | 166764100 | 05/29/2024     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             42 |                0 | AGAINST     |                                       42 | AGAINST                     |  |
| CISCO SYSTEMS, INC.    | 17275R102 | 12/06/2023     | Approval, on an advisory of executive compensation                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| CISCO SYSTEMS, INC.    | 17275R102 | 12/06/2023     | Recommendation, on an advisory basis, on the frequency of<br>executive compensation votes                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| CORNING                | 219350105 | 05/02/2024     | Advisory approval of our executive compensation (Say on Pay)                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            600 |                0 | FOR         |                                      600 | FOR                         |  |
| INCORPORATED           |  |  |  |  |  |  |  |  |  |  |
| CORTEVA INC.           | 22052L104 | 04/26/2024     | Advisory resolution to approve executive compensation of the<br>Company's named executive officers                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |              6 |                0 | FOR         |                                        6 | FOR                         |  |
| COSTCO WHOLESALE       | 22160K105 | 01/18/2024     | Approval, on an advisory basis, of executive compensation                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| CORPORATION            |  |  |  |  |  |  |  |  |  |  |
| CSX CORPORATION        | 126408103 | 05/08/2024     | Advisory (non - binding) resolution to approve compensation for<br>the Company's named executive officers                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         112483 |                0 | FOR         |                                   112483 | FOR                         |  |
| DIAGEO PLC             | 25243Q205 | 09/28/2023     | Directors' remuneration report 2023                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| DOLLAR GENERAL         | 256677105 | 05/29/2024     | To approve, on an advisory (non- binding) basic , the resolution<br>regarding the compensation of dollar General Corporation's named<br>executive officer as disclosed in the Proxy Statement                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| CORPORATION            |  |  |  |  |  |  |  |  |  |  |
| DOW INC.               | 260557103 | 04/11/2024     | Advisory Resolution to Approve Executive Compensation                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |              5 |                0 | FOR         |                                        5 | FOR                         |  |
| DUPONT DE NEMOURS,     | 26614N102 | 06/05/2024     | Advisory Resolution to Approve Executive Compensation                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |              5 |                0 | FOR         |                                        5 | FOR                         |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| DUPONT DE NEMOURS,     | 26614N102 | 06/05/2024     | Advisory Resolution on the Frequency of Future Advisory Votes to<br>Approve Executive Compensation                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |              5 |                0 | 1 YEAR      |                                        5 | FOR                         |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| EBAY INC.              | 278642103 | 06/20/2024     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| EMERSON ELECTRIC CO.   | 291011104 | 02/06/2024     | Approval, by non-binding advisory vote, of Emerson Electric Co.<br>executive compensation                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            300 |                0 | AGAINST     |                                      300 | AGAINST                     |  |
| EXPEDITORS INT'L OF    | 302130109 | 05/07/2024     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             36 |                0 | FOR         |                                       36 | FOR                         |  |
| WASHINGTON, INC.       |  |  |  |  |  |  |  |  |  |  |
| FORTUNE BRANDS         | 34964C106 | 05/07/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             33 |                0 | FOR         |                                       33 | FOR                         |  |
| INNOVATIONS, INC.      |  |  |  |  |  |  |  |  |  |  |
| FORTUNE BRANDS         | 34964C106 | 05/07/2024     | Advisory vote to approve the frequency of voting on named<br>executive officer compensation.                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |             33 |                0 | 1 YEAR      |                                       33 | FOR                         |  |
| INNOVATIONS, INC.      |  |  |  |  |  |  |  |  |  |  |
| GENERAL MILLS, INC.    | 370334104 | 09/26/2023     | Advisory Vote on Executive Compensation                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| GENERAL MILLS, INC.    | 370334104 | 09/26/2023     | Advisory Vote on Frequency of Holding the Advisory Vote on<br>Executive Compensation                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| GENTEX CORPORATION     | 371901109 | 05/16/2024     | To approve, on an advisory basis, the compensation of the<br>Company's named executive officers                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          49220 |                0 | FOR         |                                    49220 | FOR                         |  |
| GLACIER BANCORP, INC.  | 37637Q105 | 04/24/2024     | To vote on an advisory (non-binding) resolution to approve the<br>compensation of the Company's named executive officers                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           1074 |                0 | FOR         |                                     1074 | FOR                         |  |
| HARLEY-DAVIDSON, INC.  | 412822108 | 05/16/2024     | To approve, by advisory vote, the compensation of our Named<br>Executive Officers                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            674 |                0 | AGAINST     |                                      674 | AGAINST                     |  |
| HEALTHCARE REALTY      | 42226K105 | 05/21/2024     | To approve, on a non-binding advisory basis, the following<br>resolution: RESOLVED, that the stockholders of Healthcare Realty<br>Trust Incorporated approve, on a non-binding advisory basis, the<br>compensation of the Named Executive Officers as disclosed<br>pursuant to Item 402 of Regulation S-K in the Company's proxy<br>statement for the 2024 Annual Meeting of Stockholders | SECTION 14A SAY-ON-PAY VOTES |            973 |                0 | FOR         |                                      973 | FOR                         |  |
| TRUST INCORPORATED     |  |  |  |  |  |  |  |  |  |  |
| HEWLETT PACKARD        | 42824C109 | 04/10/2024     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            300 |                0 | FOR         |                                      300 | FOR                         |  |
| ENTERPRISE COMPANY     |  |  |  |  |  |  |  |  |  |  |
| HP INC.                | 40434L105 | 04/22/2024     | To approve on an advisory basis, HP Inc's named executive officer<br>compensation                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            300 |                0 | FOR         |                                      300 | FOR                         |  |
| IDACORP, INC.          | 451107106 | 05/16/2024     | Advisory resolution to approve our executive compensation                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            228 |                0 | AGAINST     |                                      228 | AGAINST                     |  |
| INTEL CORPORATION      | 458140100 | 05/07/2024     | Advisory vote to approve executive compensation of our named<br>executive officers                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           2995 |                0 | FOR         |                                     2995 | FOR                         |  |
| INTUIT INC.            | 461202103 | 01/18/2024     | Advisory vote to approve Intuit's executive compensation (say-on-<br>pay)                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            309 |                0 | AGAINST     |                                      309 | AGAINST                     |  |
| INTUIT INC.            | 461202103 | 01/18/2024     | Advisory vote on the frequency of future say-on-pay votes                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            309 |                0 | 1 YEAR      |                                      309 | FOR                         |  |
| JOHNSON  JOHNSON       | 478160104 | 04/25/2024     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           1114 |                0 | AGAINST     |                                     1114 | AGAINST                     |  |
| JPMORGAN CHASE  CO.    | 46625H100 | 05/21/2024     | Advisory resolution to approve executive compensation                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            141 |                0 | AGAINST     |                                      141 | AGAINST                     |  |
| LOWE'S COMPANIES, INC. | 548661107 | 05/31/2024     | Advisory vote to approve the company's named executive officer<br>compensation in fiscal 2023                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          34719 |                0 | FOR         |                                    34719 | FOR                         |  |
| MARATHON OIL           | 565849106 | 05/22/2024     | Advisory vote to approve the compensation of our named<br>executive officers                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            233 |                0 | AGAINST     |                                      233 | AGAINST                     |  |
| CORPORATION            |  |  |  |  |  |  |  |  |  |  |
| MARKEL GROUP INC.      | 570535104 | 05/22/2024     | Advisory vote on approval of executive compensation.                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           2375 |                0 | FOR         |                                     2375 | FOR                         |  |
| MARVELL TECHNOLOGY,    | 573874104 | 06/20/2024     | An advisory (non-binding) vote to approve compensation of our<br>named executive officers                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           1518 |                0 | AGAINST     |                                     1518 | AGAINST                     |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| MASTERBRAND INC        | 57638P104 | 06/05/2024     | Advisory resolution to approve executive compensation of the<br>Company's named executive officers                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |             33 |                0 | AGAINST     |                                       33 | AGAINST                     |  |
| MASTERCARD             | 57636Q104 | 06/18/2024     | Advisory approval of Mastercard's executive compensation                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          11736 |                0 | FOR         |                                    11736 | FOR                         |  |
| INCORPORATED           |  |  |  |  |  |  |  |  |  |  |
| MCDONALD'S             | 580135101 | 05/22/2024     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |             34 |                0 | AGAINST     |                                       34 | AGAINST                     |  |
| CORPORATION            |  |  |  |  |  |  |  |  |  |  |
| MERCK  CO., INC.       | 58933Y105 | 05/28/2024     | Non-binding advisory vote to approve the compensation of our<br>named executive officers                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| MGE ENERGY, INC.       | 55277P104 | 05/21/2024     | Advisory Vote: Approval of the compensation of the named<br>executive officers as disclosed in the proxy statement under the<br>heading "Executive Compensation".                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            188 |                0 | FOR         |                                      188 | FOR                         |  |
| MICROSOFT              | 594918104 | 12/07/2023     | Advisory Vote to Approve Named Executive Officer Compensation<br>(''say-on-pay vote'')                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           5961 |                0 | AGAINST     |                                     5961 | AGAINST                     |  |
| CORPORATION            |  |  |  |  |  |  |  |  |  |  |
| MICROSOFT              | 594918104 | 12/07/2023     | Advisory Vote on the Frequency of Advisory Vote on Executive<br>Compensation                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           5961 |                0 | 1 YEAR      |                                     5961 | FOR                         |  |
| CORPORATION            |  |  |  |  |  |  |  |  |  |  |
| MORGAN STANLEY         | 617446448 | 05/23/2024     | To approve the compensation of executives as disclosed in the<br>proxy statement (non-binding advisory vote)                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| MORNINGSTAR, INC.      | 617700109 | 05/10/2024     | Advisory vote to approve executive compensation of the<br>Company's named executive officers                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |             88 |                0 | FOR         |                                       88 | FOR                         |  |
| NAVIDEA                | 63937X202 | 11/16/2023     | To approve in an advisory (non-binding) vote the compensation of<br>our named executive officers                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            405 |                0 | AGAINST     |                                      405 | AGAINST                     |  |
| BIOPHARMACEUTICALS,    |  |  |  |  |  |  |  |  |  |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| NAVIDEA                | 63937X202 | 11/16/2023     | To approve the frequency of advisory (non-binding) votes on the<br>compensation of our named executive officers                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            405 |                0 | 1 YEAR      |                                      405 | AGAINST                     |  |
| BIOPHARMACEUTICALS,    |  |  |  |  |  |  |  |  |  |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| O'REILLY AUTOMOTIVE,   | 67103H107 | 05/16/2024     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |             65 |                0 | FOR         |                                       65 | FOR                         |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| ORACLE CORPORATION     | 68389X105 | 11/15/2023     | Advisory Vote to Approve the Compensation of our Named<br>Executive Officers                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           2648 |                0 | FOR         |                                     2648 | FOR                         |  |
| ORACLE CORPORATION     | 68389X105 | 11/15/2023     | Advisory Vote on the Frequency of Future Advisory Votes on the<br>Compensation of our Named Executive Officers                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           2648 |                0 | 1 YEAR      |                                     2648 | FOR                         |  |
| ORGANON  CO.           | 68622V106 | 06/04/2024     | Approve, on a non-binding advisory basis, the compensation of<br>Organon's Named Executive Officers                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            105 |                0 | FOR         |                                      105 | FOR                         |  |
| OTTER TAIL             | 689648103 | 04/08/2024     | To approve, in a non-binding advisory vote, the compensation<br>provided to the Named Executive Officers as described in the<br>Proxy Statement                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           1250 |                0 | FOR         |                                     1250 | FOR                         |  |
| CORPORATION            |  |  |  |  |  |  |  |  |  |  |
| PAYCHEX, INC.          | 704326107 | 10/12/2023     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           2700 |                0 | FOR         |                                     2700 | FOR                         |  |
| PAYCHEX, INC.          | 704326107 | 10/12/2023     | Advisory vote on the frequency of future advisory votes on named<br>executive officer compensation                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           2700 |                0 | 1 YEAR      |                                     2700 | FOR                         |  |
| PEPSICO, INC.          | 713448108 | 05/01/2024     | Advisory approval of the Company's executive compensation                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            845 |                0 | AGAINST     |                                      845 | AGAINST                     |  |
| PRUDENTIAL FINANCIAL,  | 744320102 | 05/14/2024     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |             90 |                0 | AGAINST     |                                       90 | AGAINST                     |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| PUBLIC STORAGE         | 74460D109 | 05/07/2024     | Advisory resolution to approve the compensation of the Company's<br>Named Executive Officers                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            320 |                0 | FOR         |                                      320 | FOR                         |  |
| REALTY INCOME          | 756109104 | 05/30/2024     | A non-binding advisory proposal to approve the compensation of<br>our named executive officers as described in the Proxy Statement                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            266 |                0 | AGAINST     |                                      266 | AGAINST                     |  |
| CORPORATION            |  |  |  |  |  |  |  |  |  |  |
| REGENCY CENTERS        | 758849103 | 05/01/2024     | Approve, in an advisory vote, of the Company's executive<br>compensation                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| CORPORATION            |  |  |  |  |  |  |  |  |  |  |
| ROSS STORES, INC.      | 778296103 | 05/22/2024     | Advisory vote to approve the resolution on the compensation of the<br>named executive officers                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          30604 |                0 | AGAINST     |                                    30604 | AGAINST                     |  |
| S GLOBAL INC.          | 78409V104 | 05/01/2024     | Approve, on an advisory basis, the executive compensation<br>program for the Company's named executive officers, as described<br>in the Proxy Statement                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |             25 |                0 | AGAINST     |                                       25 | AGAINST                     |  |
| SCHLUMBERGER LIMITED   | 806857108 | 04/03/2024     | Advisory approval of our executive compensation                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| (SCHLUMBERGER N.V.)    |  |  |  |  |  |  |  |  |  |  |
| STARBUCKS              | 855244109 | 03/13/2024     | To approve, on a nonbinding, advisory basis, the compensation<br>paid to Starbucks named executive officers ("say-on-pay").                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| CORPORATION            |  |  |  |  |  |  |  |  |  |  |
| STARBUCKS              | 855244109 | 03/13/2024     | To approve, on a nonbinding, advisory basis, the compensation<br>paid to the Company's named executive officers.                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| CORPORATION            |  |  |  |  |  |  |  |  |  |  |
| STARBUCKS              | 855244109 | 03/13/2024     | To ratify the selection of Deloitte  Touche LLP as the Company's<br>independent registered public accounting firm for fiscal year 2024.                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| CORPORATION            |  |  |  |  |  |  |  |  |  |  |
| STRYKER CORPORATION    | 863667101 | 05/09/2024     | Advisory vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            239 |                0 | FOR         |                                      239 | FOR                         |  |
| T. ROWE PRICE GROUP,   | 74144T108 | 05/07/2024     | Approve, by a non-binding advisory vote, the compensation paid<br>by the Company to its Named Executive Officers                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            591 |                0 | AGAINST     |                                      591 | AGAINST                     |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| TEXAS INSTRUMENTS      | 882508104 | 04/25/2024     | Board proposal regarding advisory approval of the Company's<br>executive compensation                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |             31 |                0 | FOR         |                                       31 | FOR                         |  |
| INCORPORATED           |  |  |  |  |  |  |  |  |  |  |
| THE BOEING COMPANY     | 097023105 | 05/17/2024     | Approve, on an Advisory Basis, Named Executive Officer<br>Compensation                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| THE CHARLES SCHWAB     | 808513105 | 05/23/2024     | Advisory Approval of Named Executive Officer Compensation                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           1068 |                0 | AGAINST     |                                     1068 | AGAINST                     |  |
| CORPORATION            |  |  |  |  |  |  |  |  |  |  |
| THE COCA-COLA          | 191216100 | 05/01/2024     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           1612 |                0 | AGAINST     |                                     1612 | AGAINST                     |  |
| COMPANY                |  |  |  |  |  |  |  |  |  |  |
| THE HOME DEPOT, INC.   | 437076102 | 05/16/2024     | Advisory Vote to Approve Executive Compensation ("Say-on-Pay")                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           1928 |                0 | FOR         |                                     1928 | FOR                         |  |
| THE KRAFT HEINZ        | 500754106 | 05/02/2024     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |             33 |                0 | FOR         |                                       33 | FOR                         |  |
| COMPANY                |  |  |  |  |  |  |  |  |  |  |
| THE PROCTER  GAMBLE    | 742718109 | 10/10/2023     | Advisory Vote to Approve the Company's Executive Compensation<br>(the "Say on Pay" vote)                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            499 |                0 | AGAINST     |                                      499 | AGAINST                     |  |
| COMPANY                |  |  |  |  |  |  |  |  |  |  |
| THE PROCTER  GAMBLE    | 742718109 | 10/10/2023     | Advisory Vote to Approve the Frequency of the Executive<br>Compensation Vote (the "Say on Frequency" vote)                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            499 |                0 | 1 YEAR      |                                      499 | FOR                         |  |
| COMPANY                |  |  |  |  |  |  |  |  |  |  |
| THE TJX COMPANIES,     | 872540109 | 06/04/2024     | Advisory approval of TJX's executive compensation (the say-on-<br>pay vote)                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           8454 |                0 | AGAINST     |                                     8454 | AGAINST                     |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| THE WENDY'S COMPANY    | 95058W100 | 05/21/2024     | Advisory resolution to approve executive compensation                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |             33 |                0 | AGAINST     |                                       33 | AGAINST                     |  |
| U.S. BANCORP           | 902973304 | 04/16/2024     | An advisory vote to approve the compensation of our executives<br>disclosed in the proxy statement                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| UNION PACIFIC          | 907818108 | 05/09/2024     | An advisory vote to approve executive compensation ("Say On<br>Pay")                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          14799 |                0 | FOR         |                                    14799 | FOR                         |  |
| CORPORATION            |  |  |  |  |  |  |  |  |  |  |
| UNITED PARCEL          | 911312106 | 05/02/2024     | To approve on an advisory basis named executive officer<br>compensation                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| SERVICE, INC.          |  |  |  |  |  |  |  |  |  |  |
| URSTADT BIDDLE         | 917286205 | 08/16/2023     | Compensation Proposal: To approve, on a non-binding, advisory<br>basis, the compensation that may be paid or become payable to<br>Urstadt Biddle's named executive officers that is based on or<br>otherwise relates to the mergers                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          89257 |                0 | AGAINST     |                                    89257 | AGAINST                     |  |
| PROPERTIES INC.        |  |  |  |  |  |  |  |  |  |  |
| VIATRIS INC.           | 92556V106 | 12/15/2023     | Approval of, on a non-binding advisory basis, the 2022<br>compensation of the named executive officers of the Company                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| VISA INC.              | 92826C839 | 01/23/2024     | To approve, on an advisory basis, the compensation paid to our<br>named executive officers                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          35101 |                0 | FOR         |                                    35101 | FOR                         |  |
| VMWARE, INC.           | 928563402 | 07/13/2023     | An advisory vote to approve named executive officer<br>compensation, as deccribed in VMware's Proxy Statement                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| VMWARE, INC.           | 928563402 | 07/13/2023     | Advisory vote on the frequency of future advisory votes on named<br>executive officer compensation                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| WALMART INC.           | 931142103 | 06/05/2024     | Advisory Vote to Approve Named Executive Compensation                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NO VOTE     |                                        0 | NONE                        |  |
| WARNER BROS.           | 934423104 | 06/03/2024     | To vote on an advisory resolution to approve the 2023<br>compensation of Warner Bros. Discovery, Inc.'s named executive<br>officers, commonly referred to as a"Say-on-Pay" vote                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |             32 |                0 | AGAINST     |                                       32 | AGAINST                     |  |
| DISCOVERY, INC.        |  |  |  |  |  |  |  |  |  |  |
| WILLIAMS-SONOMA, INC.  | 969904101 | 05/29/2024     | An advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           5403 |                0 | AGAINST     |                                     5403 | AGAINST                     |  |

## N-PX: Signature Block

**Reporting Person:** Berkeley, Inc

**By (Signature):** Megan Parrish

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

**By (Title):** CCO

**Date:** 07/01/2025