# EDGAR Filing Document

**Accession Number:** 0002043765
**File Stem:** 0001667731-25-001237
**Filing Date:** 2025-8
**Character Count:** 276193
**Document Hash:** d04a2c582ead6c18b495ac133d17f132
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001667731-25-001237.hdr.sgml**: 20250828

**ACCESSION NUMBER**: 0001667731-25-001237

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250828

**EFFECTIVENESS DATE**: 20250828

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Orca Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0002043765

**ORGANIZATION NAME:**
- **EIN:** 272799166
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24588
- **FILM NUMBER:** 251268277

**BUSINESS ADDRESS:**
- **STREET 1:** 7701 LITTLE RD
- **STREET 2:** STE 211
- **CITY:** NEW PORT RICHEY
- **STATE:** FL
- **ZIP:** 34654
- **BUSINESS PHONE:** 727-741-6077

**MAIL ADDRESS:**
- **STREET 1:** 7701 LITTLE RD
- **STREET 2:** STE 211
- **CITY:** NEW PORT RICHEY
- **STATE:** FL
- **ZIP:** 34654

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

## N-PX: Filer Information

**Filer CIK:** 0002043765

**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:** Orca Wealth Management, LLC

**Address:** 7701 LITTLE RD, NEW PORT RICHEY, FL 34654

**Telephone number:** 727-741-6077

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-24588

**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 | 05/13/2025     | Advisory approval of executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES            |           5947 |                0 | FOR         |                                     5947 | FOR                         |  |
| ABBOTT LABORATORIES                      | 002824100 | 04/25/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES            |           2406 |                0 | FOR         |                                     2406 | FOR                         |  |
| ABBVIE INC.                              | 00287Y109 | 05/03/2024     | Ratification of Ernst  Young LLP as AbbVie's independent registered public accounting firm for 2024                                                                                                                                                                                                                                                                                                                                                                | AUDIT-RELATED                           |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ABBVIE INC.                              | 00287Y109 | 05/03/2024     | Election of Class III Director: Roxanne S. Austin                                                                                                                                                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ABBVIE INC.                              | 00287Y109 | 05/03/2024     | Election of Class III Director: Richard A. Gonzalez                                                                                                                                                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ABBVIE INC.                              | 00287Y109 | 05/03/2024     | Election of Class III Director: Susan E. Quaggin                                                                                                                                                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ABBVIE INC.                              | 00287Y109 | 05/03/2024     | Election of Class III Director: Rebecca B. Roberts                                                                                                                                                                                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ABBVIE INC.                              | 00287Y109 | 05/03/2024     | Election of Class III Director: Glenn F. Tilton                                                                                                                                                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ABBVIE INC.                              | 00287Y109 | 05/03/2024     | Stockholder Proposal - to Issue an Annual Report on Lobbying                                                                                                                                                                                                                                                                                                                                                                                                       | OTHER SOCIAL ISSUES                     |          20000 |                0 | AGAINST     |                                    20000 | FOR                         |  |
| ABBVIE INC.                              | 00287Y109 | 05/03/2024     | Stockholder Proposal - to Issue a Report on Patent Process                                                                                                                                                                                                                                                                                                                                                                                                         | OTHER SOCIAL ISSUES                     |          20000 |                0 | AGAINST     |                                    20000 | FOR                         |  |
| ABBVIE INC.                              | 00287Y109 | 05/09/2025     | Say on Pay - An advisory vote on the approval of executive compensation                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES            |           1459 |                0 | FOR         |                                     1459 | FOR                         |  |
| ABBVIE INC.                              | 00287Y109 | 05/03/2024     | Say on Pay - An advisory vote on the approval of executive compensation                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES            |          20000 |                0 | AGAINST     |                                    20000 | AGAINST                     |  |
| ABBVIE INC.                              | 00287Y109 | 05/03/2024     | Say When on Pay - An advisory vote on the frequency of the advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES            |          20000 |                0 | ONE YEAR    |                                    20000 | FOR                         |  |
| ABBVIE INC.                              | 00287Y109 | 05/03/2024     | Approval of a management proposal regarding amendment of the certificate of incorporation to eliminate supermajority voting                                                                                                                                                                                                                                                                                                                                        | SHAREHOLDER RIGHTS AND DEFENSES         |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ABBVIE INC.                              | 00287Y109 | 05/03/2024     | Stockholder Proposal - to Implement Simple Majority Vote                                                                                                                                                                                                                                                                                                                                                                                                           | SHAREHOLDER RIGHTS AND DEFENSES         |          20000 |                0 | AGAINST     |                                    20000 | FOR                         |  |
| AFLAC INCORPORATED                       | 001055102 | 05/05/2025     | to consider the following non- binding advisory proposal: Resolved, on an advisory basis, the shareholders of Aflac Incorporated approve the compensation of the named executive officers, as disclosed pursuant to the compensation disclosure rules of the Securities and Exchange Commission, including the Compensation Discussion and Analysis and accompanying tables and narrative in the Notice of 2025 Annual Meeting of Shareholders and Proxy Statement | SECTION 14A SAY-ON-PAY VOTES            |             40 |                0 | FOR         |                                       40 | FOR                         |  |
| AMAZON.COM, INC.                         | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES            |           3800 |                0 | FOR         |                                     3800 | FOR                         |  |
| AMERICAN EXPRESS COMPANY                 | 025816109 | 04/29/2025     | Approval, on an advisory basis, of the Company's executive compensation.                                                                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES            |           1431 |                0 | FOR         |                                     1431 | FOR                         |  |
| AMGEN INC.                               | 031162100 | 05/31/2024     | To ratify the selection of Ernst  Young LLP as our independent registered public accountants for the fiscal year ending December 31, 2024.                                                                                                                                                                                                                                                                                                                         | AUDIT-RELATED                           |          10000 |                0 | FOR         |                                    10000 | FOR                         |  |
| AMGEN INC.                               | 031162100 | 05/31/2024     | To approve our Amgen Inc. Second Amended and Restated 2009 Equity Incentive Plan.                                                                                                                                                                                                                                                                                                                                                                                  | COMPENSATION                            |          10000 |                0 | FOR         |                                    10000 | FOR                         |  |
| AMGEN INC.                               | 031162100 | 05/31/2024     | Election of Director to serve for a term of office expiring at the 2025 annual meeting of stockholders: Mr. Robert A. Bradway                                                                                                                                                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          10000 |                0 | FOR         |                                    10000 | FOR                         |  |
| AMGEN INC.                               | 031162100 | 05/31/2024     | Election of Director to serve for a term of office expiring at the 2025 annual meeting of stockholders: Dr. Michael V. Drake                                                                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          10000 |                0 | FOR         |                                    10000 | FOR                         |  |
| AMGEN INC.                               | 031162100 | 05/31/2024     | Election of Director to serve for a term of office expiring at the 2025 annual meeting of stockholders: Dr. Brian J. Druker                                                                                                                                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          10000 |                0 | FOR         |                                    10000 | FOR                         |  |
| AMGEN INC.                               | 031162100 | 05/31/2024     | Election of Director to serve for a term of office expiring at the 2025 annual meeting of stockholders: Mr. Robert A. Eckert                                                                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          10000 |                0 | FOR         |                                    10000 | FOR                         |  |
| AMGEN INC.                               | 031162100 | 05/31/2024     | Election of Director to serve for a term of office expiring at the 2025 annual meeting of stockholders: Mr. Greg C. Garland                                                                                                                                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          10000 |                0 | FOR         |                                    10000 | FOR                         |  |
| AMGEN INC.                               | 031162100 | 05/31/2024     | Election of Director to serve for a term of office expiring at the 2025 annual meeting of stockholders: Mr. Charles M. Holley, Jr.                                                                                                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          10000 |                0 | FOR         |                                    10000 | FOR                         |  |
| AMGEN INC.                               | 031162100 | 05/31/2024     | Election of Director to serve for a term of office expiring at the 2025 annual meeting of stockholders: Dr. S. Omar Ishrak                                                                                                                                                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          10000 |                0 | FOR         |                                    10000 | FOR                         |  |
| AMGEN INC.                               | 031162100 | 05/31/2024     | Election of Director to serve for a term of office expiring at the 2025 annual meeting of stockholders: Dr. Tyler Jacks                                                                                                                                                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          10000 |                0 | FOR         |                                    10000 | FOR                         |  |
| AMGEN INC.                               | 031162100 | 05/31/2024     | Election of Director to serve for a term of office expiring at the 2025 annual meeting of stockholders: Dr. Mary E. Klotman                                                                                                                                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          10000 |                0 | FOR         |                                    10000 | FOR                         |  |
| AMGEN INC.                               | 031162100 | 05/31/2024     | Election of Director to serve for a term of office expiring at the 2025 annual meeting of stockholders: Ms. Ellen J. Kullman                                                                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          10000 |                0 | FOR         |                                    10000 | FOR                         |  |
| AMGEN INC.                               | 031162100 | 05/31/2024     | Election of Director to serve for a term of office expiring at the 2025 annual meeting of stockholders: Ms. Amy E. Miles                                                                                                                                                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          10000 |                0 | FOR         |                                    10000 | FOR                         |  |
| AMGEN INC.                               | 031162100 | 05/31/2024     | Advisory vote to approve our executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |          10000 |                0 | FOR         |                                    10000 | FOR                         |  |
| AMGEN INC.                               | 031162100 | 05/23/2025     | Advisory vote to approve our executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |           2341 |                0 | FOR         |                                     2341 | FOR                         |  |
| ANALOG DEVICES, INC.                     | 032654105 | 03/12/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES            |           1933 |                0 | FOR         |                                     1933 | FOR                         |  |
| APPLE INC.                               | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES            |          12574 |                0 | FOR         |                                    12574 | FOR                         |  |
| APPLIED MATERIALS, INC.                  | 038222105 | 03/06/2025     | Approval, on an advisory basis, of the compensation of Applied Materials' named executive officers for fiscal year 2024.                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES            |            264 |                0 | FOR         |                                      264 | FOR                         |  |
| AT INC.                                  | 00206R102 | 05/15/2025     | Advisory Approval of Executive Compensation                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES            |            330 |                0 | FOR         |                                      330 | FOR                         |  |
| BANK OF AMERICA CORPORATION              | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non- binding Say on Pay resolution)                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES            |          11302 |                0 | FOR         |                                    11302 | FOR                         |  |
| BANK OF AMERICA CORPORATION              | 060505633 | 04/22/2025     | Approving our executive compensation (an advisory, non- binding Say on Pay resolution)                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES            |           1650 |                0 | FOR         |                                     1650 | FOR                         |  |
| BECTON, DICKINSON AND COMPANY            | 075887109 | 01/28/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES            |             90 |                0 | FOR         |                                       90 | FOR                         |  |
| BERKSHIRE HATHAWAY INC.                  | 084670108 | 05/03/2025     | Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio.                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 | AGAINST     |                                        0 | AGAINST                     |  |
| BERKSHIRE HATHAWAY INC.                  | 084670702 | 05/03/2025     | Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio.                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 | AGAINST     |                                        0 | AGAINST                     |  |
| BLACKROCK, INC.                          | 09290D101 | 05/15/2025     | Approval, in a non-binding advisory vote, of the compensation for named executive officers.                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES            |           1328 |                0 | FOR         |                                     1328 | FOR                         |  |
| BRISTOL-MYERS SQUIBB COMPANY             | 110122108 | 05/06/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers                                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES            |           7200 |                0 | FOR         |                                     7200 | FOR                         |  |
| BROADCOM INC                             | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES            |            105 |                0 | FOR         |                                      105 | FOR                         |  |
| CATERPILLAR INC.                         | 149123101 | 06/11/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES            |           1174 |                0 | FOR         |                                     1174 | FOR                         |  |
| CHENIERE ENERGY, INC.                    | 16411R208 | 05/15/2025     | Approve, on an advisory and non- binding basis, the compensation of the Company's named executive officers for 2024.                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |              9 |                0 | FOR         |                                        9 | FOR                         |  |
| CHEVRON CORPORATION                      | 166764100 | 05/28/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES            |            304 |                0 | FOR         |                                      304 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of PricewaterhouseCoopers AG (Zurich) as our statutory auditor                                                                                                                                                                                                                                                                                                                                                                                            | AUDIT-RELATED                           |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Ratification of appointment of PricewaterhouseCoopers LLP (United States) as independent registered public accounting firm for purposes of U.S. securities law reporting                                                                                                                                                                                                                                                                                           | AUDIT-RELATED                           |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of BDO AG (Zurich) as special audit firm                                                                                                                                                                                                                                                                                                                                                                                                                  | AUDIT-RELATED                           |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Approval of the management report, standalone financial statements and consolidated financial statements of Chubb Limited for the year ended December 31, 2023                                                                                                                                                                                                                                                                                                     | CAPITAL STRUCTURE                       |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Allocation of disposable profit                                                                                                                                                                                                                                                                                                                                                                                                                                    | CAPITAL STRUCTURE                       |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Distribution of a dividend out of legal reserves (by way of release and allocation to a dividend reserve)                                                                                                                                                                                                                                                                                                                                                          | CAPITAL STRUCTURE                       |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Cancellation of repurchased shares                                                                                                                                                                                                                                                                                                                                                                                                                                 | CAPITAL STRUCTURE                       |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Approval of a capital band for authorized share capital increases and reductions                                                                                                                                                                                                                                                                                                                                                                                   | CAPITAL STRUCTURE                       |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Approval of the amended and restated Chubb Limited Employee Stock Purchase Plan                                                                                                                                                                                                                                                                                                                                                                                    | COMPENSATION                            |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Approval of the compensation of the Board of Directors and Executive Management under Swiss law requirements: Maximum compensation of the Board of Directors until the next annual general meeting                                                                                                                                                                                                                                                                 | COMPENSATION                            |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Approval of the compensation of the Board of Directors and Executive Management under Swiss law requirements: Maximum compensation of Executive Management for the 2025 calendar year                                                                                                                                                                                                                                                                              | COMPENSATION                            |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Approval of the compensation of the Board of Directors and Executive Management under Swiss law requirements: Advisory vote to approve the Swiss compensation report                                                                                                                                                                                                                                                                                               | COMPENSATION                            |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Discharge of the Board of Directors                                                                                                                                                                                                                                                                                                                                                                                                                                | CORPORATE GOVERNANCE                    |           8000 |                0 | AGAINST     |                                     8000 | AGAINST                     |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of Homburger AG as independent proxy                                                                                                                                                                                                                                                                                                                                                                                                                      | CORPORATE GOVERNANCE                    |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | If a new agenda item or a new proposal for an existing agenda item is put before the meeting, I/we hereby authorize and instruct the independent proxy to vote as follows: For = In accordance with the position of the Board of Directors; Against = Against new items and proposals; Abstain = Abstain on new items and proposals                                                                                                                                | CORPORATE GOVERNANCE                    |           8000 |                0 | ABSTAIN     |                                     8000 | AGAINST                     |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of Director: Evan G. Greenberg                                                                                                                                                                                                                                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of Director: Michael P. Connors                                                                                                                                                                                                                                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of Director: Michael G. Atieh                                                                                                                                                                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |           8000 |                0 | AGAINST     |                                     8000 | AGAINST                     |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of Director: Nancy K. Buese                                                                                                                                                                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of Director: Sheila P. Burke                                                                                                                                                                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of Director: Nelson J. Chai                                                                                                                                                                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of Director: Michael L. Corbat                                                                                                                                                                                                                                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of Director: Robert J. Hugin                                                                                                                                                                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of Director: Robert W. Scully                                                                                                                                                                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of Director: Theodore E. Shasta                                                                                                                                                                                                                                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of Director: David H. Sidwell                                                                                                                                                                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of Director: Olivier Steimer                                                                                                                                                                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of Director: Frances F. Townsend                                                                                                                                                                                                                                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of Evan G. Greenberg as Chairman of the Board of Directors                                                                                                                                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                      |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of the Compensation Committee of the Board of Directors: Michael P. Connors                                                                                                                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of the Compensation Committee of the Board of Directors: David H. Sidwell                                                                                                                                                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Election of the Compensation Committee of the Board of Directors: Frances F. Townsend                                                                                                                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Approval of the Sustainability Report of Chubb Limited for the year ended December 31, 2023                                                                                                                                                                                                                                                                                                                                                                        | ENVIRONMENT OR CLIMATE                  |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Shareholder proposal on Scope 3 greenhouse gas emissions reporting, if properly presented                                                                                                                                                                                                                                                                                                                                                                          | ENVIRONMENT OR CLIMATE                  |           8000 |                0 | AGAINST     |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Shareholder proposal on pay gap reporting, if properly presented                                                                                                                                                                                                                                                                                                                                                                                                   | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |           8000 |                0 | AGAINST     |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            |  | 05/16/2024     | Advisory vote to approve executive compensation under U.S. securities law requirements                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES            |           8000 |                0 | FOR         |                                     8000 | FOR                         |  |
| CHUBB LIMITED                            | H1467J104 | 05/15/2025     | Approval of the compensation of the Board of Directors and Executive Management under Swiss law requirements: Maximum compensation of the Board of Directors until the next annual general meeting                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 | ABSTAIN     |                                        0 | FOR                         |  |
| CHUBB LIMITED                            | H1467J104 | 05/15/2025     | Approval of the compensation of the Board of Directors and Executive Management under Swiss law requirements: Maximum compensation of Executive Management for the 2026 calendar year                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 | ABSTAIN     |                                        0 | FOR                         |  |
| CHUBB LIMITED                            | H1467J104 | 05/15/2025     | Approval of the compensation of the Board of Directors and Executive Management under Swiss law requirements: Advisory vote to approve the Swiss compensation report                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |             10 |                0 | FOR         |                                       10 | FOR                         |  |
| CHUBB LIMITED                            | H1467J104 | 05/15/2025     | Advisory vote to approve executive compensation under U.S. securities law requirements                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 | ABSTAIN     |                                        0 | FOR                         |  |
| CISCO SYSTEMS, INC.                      | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES            |          22100 |                0 | FOR         |                                    22100 | FOR                         |  |
| COMCAST CORPORATION                      | 20030N101 | 06/18/2025     | Advisory vote on executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES            |            262 |                0 | FOR         |                                      262 | FOR                         |  |
| COMFORT SYSTEMS USA, INC.                | 199908104 | 05/16/2025     | ADVISORY VOTE TO APPROVE THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS.                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES            |              2 |                0 | FOR         |                                        2 | FOR                         |  |
| CONOCOPHILLIPS                           | 20825C104 | 05/13/2025     | Advisory Approval of Executive Compensation.                                                                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES            |            340 |                0 | FOR         |                                      340 | FOR                         |  |
| CONSTELLATION ENERGY CORP                | 21037T109 | 04/29/2025     | To consider and act on an advisory vote regarding the approval of compensation paid to named executive officers                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES            |             27 |                0 | FOR         |                                       27 | FOR                         |  |
| COSTCO WHOLESALE CORPORATION             | 22160K105 | 01/23/2025     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES            |           1166 |                0 | FOR         |                                     1166 | FOR                         |  |
| CROWN CASTLE INC.                        | 22822V101 | 05/21/2025     | The non-binding, advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES            |             17 |                0 | FOR         |                                       17 | FOR                         |  |
| CSX CORPORATION                          | 126408103 | 05/07/2025     | Advisory (non-binding) resolution to approve compensation for the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES            |            474 |                0 | FOR         |                                      474 | FOR                         |  |
| CVS HEALTH CORPORATION                   | 126650100 | 05/15/2025     | Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive Compensation.                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES            |           2844 |                0 | FOR         |                                     2844 | FOR                         |  |
| D.R. HORTON, INC.                        | 23331A109 | 01/16/2025     | Approval of the advisory resolution on executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES            |             65 |                0 | FOR         |                                       65 | FOR                         |  |
| DANAHER CORPORATION                      | 235851102 | 05/06/2025     | To approve on an advisory basis the Company's named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES            |             10 |                0 | FOR         |                                       10 | FOR                         |  |
| DEERE  COMPANY                           | 244199105 | 02/26/2025     | Advisory vote to approve executive compensation (say-on-pay)                                                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES            |            295 |                0 | FOR         |                                      295 | FOR                         |  |
| DELL TECHNOLOGIES INC.                   | 24703L202 | 06/26/2025     | Approval, on a non-binding, advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES            |            153 |                0 | FOR         |                                      153 | FOR                         |  |
| DELTA AIR LINES, INC.                    | 247361702 | 06/19/2025     | To approve, on an advisory basis, the compensation of Delta's named executive officers.                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES            |           1900 |                0 | FOR         |                                     1900 | FOR                         |  |
| DELTA AIR LINES, INC.                    | 247361702 | 06/19/2025     | To approve the amendment and restatement of Delta's Performance Compensation Plan.                                                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES            |           1900 |                0 | FOR         |                                     1900 | FOR                         |  |
| DOMINION ENERGY, INC.                    | 25746U109 | 05/07/2025     | Advisory Vote on Approval of Executive Compensation (Say on Pay)                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |            193 |                0 | FOR         |                                      193 | FOR                         |  |
| DOMINION ENERGY, INC.                    | 25746U109 | 05/07/2025     | Shareholder Proposal Regarding Eliminating Non-Carbon Emitting Generation Goals in Executive Pay Incentives                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 | AGAINST     |                                        0 | AGAINST                     |  |
| DOW INC.                                 | 260557103 | 04/10/2025     | Advisory Resolution to Approve Executive Compensation                                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES            |           2400 |                0 | FOR         |                                     2400 | FOR                         |  |
| DUKE ENERGY CORPORATION                  | 26441C204 | 05/01/2025     | Advisory vote to approve Duke Energy's named executive officer compensation                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES            |             69 |                0 | FOR         |                                       69 | FOR                         |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 06/05/2024     | Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for 2024.                                                                                                                                                                                                                                                                                                                             | AUDIT-RELATED                           |          35000 |                0 | FOR         |                                    35000 | FOR                         |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 06/05/2024     | Amend Clawback Policy for Unearned Pay for Each NEO.                                                                                                                                                                                                                                                                                                                                                                                                               | COMPENSATION                            |          35000 |                0 | AGAINST     |                                    35000 | FOR                         |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 06/05/2024     | Election of Director: Amy G. Brady                                                                                                                                                                                                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          35000 |                0 | FOR         |                                    35000 | FOR                         |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 06/05/2024     | Election of Director: Edward D. Breen                                                                                                                                                                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |          35000 |                0 | FOR         |                                    35000 | FOR                         |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 06/05/2024     | Election of Director: Ruby R. Chandy                                                                                                                                                                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          35000 |                0 | FOR         |                                    35000 | FOR                         |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 06/05/2024     | Election of Director: Terrence R. Curtin                                                                                                                                                                                                                                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          35000 |                0 | FOR         |                                    35000 | FOR                         |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 06/05/2024     | Election of Director: Alexander M. Cutler                                                                                                                                                                                                                                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          35000 |                0 | FOR         |                                    35000 | FOR                         |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 06/05/2024     | Election of Director: Eleuthere I. du Pont                                                                                                                                                                                                                                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          35000 |                0 | FOR         |                                    35000 | FOR                         |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 06/05/2024     | Election of Director: Kristina M. Johnson                                                                                                                                                                                                                                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          35000 |                0 | FOR         |                                    35000 | FOR                         |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 06/05/2024     | Election of Director: Luther C. Kissam                                                                                                                                                                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |          35000 |                0 | FOR         |                                    35000 | FOR                         |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 06/05/2024     | Election of Director: James A. Lico                                                                                                                                                                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          35000 |                0 | FOR         |                                    35000 | FOR                         |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 06/05/2024     | Election of Director: Frederick M. Lowery                                                                                                                                                                                                                                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          35000 |                0 | FOR         |                                    35000 | FOR                         |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 06/05/2024     | Election of Director: Deanna M. Mulligan                                                                                                                                                                                                                                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          35000 |                0 | FOR         |                                    35000 | FOR                         |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 06/05/2024     | Election of Director: Steven M. Sterin                                                                                                                                                                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |          35000 |                0 | FOR         |                                    35000 | FOR                         |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 06/05/2024     | Advisory Resolution to Approve Executive Compensation.                                                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES            |          35000 |                0 | FOR         |                                    35000 | FOR                         |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 06/05/2024     | Advisory Resolution on the Frequency of Future Advisory Votes to Approve Executive Compensation.                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |          35000 |                0 | ONE YEAR    |                                    35000 | FOR                         |  |
| EATON CORPORATION PLC                    | G29183103 | 04/23/2025     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES            |           1092 |                0 | FOR         |                                     1092 | FOR                         |  |
| EBAY INC.                                | 278642103 | 06/25/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES            |            113 |                0 | FOR         |                                      113 | FOR                         |  |
| ELEVANCE HEALTH, INC.                    | 036752103 | 05/14/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES            |             26 |                0 | FOR         |                                       26 | FOR                         |  |
| ELI LILLY AND COMPANY                    | 532457108 | 05/05/2025     | Approval, on an advisory basis, of the compensation paid to the company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES            |              9 |                0 | FOR         |                                        9 | FOR                         |  |
| EMERSON ELECTRIC CO.                     | 291011104 | 02/04/2025     | Approval, by non-binding advisory vote, of Emerson Electric Co. executive compensation.                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES            |           6414 |                0 | FOR         |                                     6414 | FOR                         |  |
| EXXON MOBIL CORPORATION                  | 30231G102 | 05/28/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES            |            596 |                0 | FOR         |                                      596 | FOR                         |  |
| FEDEX CORPORATION                        | 31428X106 | 09/23/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 |  |                                        0 | FOR                         |  |
| FORD MOTOR COMPANY                       | 345370860 | 05/08/2025     | An Advisory Vote to Approve the Compensation of the Named Executives.                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES            |           3480 |                0 | FOR         |                                     3480 | FOR                         |  |
| FREEPORT-MCMORAN INC.                    | 35671D857 | 06/11/2024     | Ratification of the appointment of Ernst  Young LLP as our independent registered public accounting firm for 2024.                                                                                                                                                                                                                                                                                                                                                 | AUDIT-RELATED                           |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| FREEPORT-MCMORAN INC.                    | 35671D857 | 06/11/2024     | Approval of the amendment to our certificate of incorporation to provide for officer exculpation.                                                                                                                                                                                                                                                                                                                                                                  | CORPORATE GOVERNANCE                    |          30000 |                0 | AGAINST     |                                    30000 | AGAINST                     |  |
| FREEPORT-MCMORAN INC.                    | 35671D857 | 06/11/2024     | Election of Director: David P. Abney                                                                                                                                                                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| FREEPORT-MCMORAN INC.                    | 35671D857 | 06/11/2024     | Election of Director: Richard C. Adkerson                                                                                                                                                                                                                                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| FREEPORT-MCMORAN INC.                    | 35671D857 | 06/11/2024     | Election of Director: Marcela E. Donadio                                                                                                                                                                                                                                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| FREEPORT-MCMORAN INC.                    | 35671D857 | 06/11/2024     | Election of Director: Robert W. Dudley                                                                                                                                                                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| FREEPORT-MCMORAN INC.                    | 35671D857 | 06/11/2024     | Election of Director: Hugh Grant                                                                                                                                                                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| FREEPORT-MCMORAN INC.                    | 35671D857 | 06/11/2024     | Election of Director: Lydia H. Kennard                                                                                                                                                                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| FREEPORT-MCMORAN INC.                    | 35671D857 | 06/11/2024     | Election of Director: Ryan M. Lance                                                                                                                                                                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| FREEPORT-MCMORAN INC.                    | 35671D857 | 06/11/2024     | Election of Director: Sara Grootwassink Lewis                                                                                                                                                                                                                                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| FREEPORT-MCMORAN INC.                    | 35671D857 | 06/11/2024     | Election of Director: Dustan E. McCoy                                                                                                                                                                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| FREEPORT-MCMORAN INC.                    | 35671D857 | 06/11/2024     | Election of Director: Kathleen L. Quirk                                                                                                                                                                                                                                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| FREEPORT-MCMORAN INC.                    | 35671D857 | 06/11/2024     | Election of Director: John J. Stephens                                                                                                                                                                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| FREEPORT-MCMORAN INC.                    | 35671D857 | 06/11/2024     | Election of Director: Frances Fragos Townsend                                                                                                                                                                                                                                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| FREEPORT-MCMORAN INC.                    | 35671D857 | 06/11/2024     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| FREEPORT-MCMORAN INC.                    | 35671D857 | 06/11/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| GARMIN LTD                               | H2906T109 | 06/06/2025     | Advisory vote on the compensation of Garmin's Named Executive Officers                                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES            |           1479 |                0 | FOR         |                                     1479 | FOR                         |  |
| GARMIN LTD                               | H2906T109 | 06/06/2025     | Advisory vote on the Swiss Statutory Compensation Report                                                                                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES            |           1479 |                0 | FOR         |                                     1479 | FOR                         |  |
| GARMIN LTD                               | H2906T109 | 06/06/2025     | Binding vote to approve Fiscal Year 2026 maximum aggregate compensation for the Executive Management                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |           1479 |                0 | FOR         |                                     1479 | FOR                         |  |
| GARMIN LTD                               | H2906T109 | 06/06/2025     | Binding vote to approve maximum aggregate compensation for the Board of Directors for the period between the 2025 annual general meeting and the 2026 annual general meeting                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES            |           1479 |                0 | FOR         |                                     1479 | FOR                         |  |
| GE AEROSPACE                             | 369604301 | 05/06/2025     | Advisory Approval of Our Named Executives' Compensation                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES            |             18 |                0 | FOR         |                                       18 | FOR                         |  |
| GE AEROSPACE                             | 369604301 | 05/06/2025     | Shareholder Proposal Requesting Vote on Severance Payments                                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 | AGAINST     |                                        0 | AGAINST                     |  |
| GE HEALTHCARE TECHNOLOGIES INC.          | 36266G107 | 05/28/2025     | Approval of our named executive officers' compensation in an advisory vote.                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES            |              6 |                0 | FOR         |                                        6 | FOR                         |  |
| GE HEALTHCARE TECHNOLOGIES INC.          | 36266G107 | 05/28/2025     | Stockholder proposal regarding stockholder ratification of certain termination pay arrangements, if properly presented.                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 | AGAINST     |                                        0 | AGAINST                     |  |
| GE VERNOVA INC.                          | 36828A101 | 05/14/2025     | Approve the compensation of our named executives officers in an advisory vote                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES            |            791 |                0 | FOR         |                                      791 | FOR                         |  |
| GE VERNOVA INC.                          | 36828A101 | 05/14/2025     | Approve the frequency of future advisory votes on named executive officers compensation in an advisory vote                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 |  |                                        0 | NONE                        |  |
| GENUINE PARTS COMPANY                    | 372460105 | 04/28/2025     | Advisory Vote On Executive Compensation                                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES            |             31 |                0 | FOR         |                                       31 | FOR                         |  |
| GILEAD SCIENCES, INC.                    | 375558103 | 05/07/2025     | To approve, on an advisory basis, the compensation of our Named Executive Officers as presented in the Proxy Statement.                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES            |           1569 |                0 | FOR         |                                     1569 | FOR                         |  |
| GILEAD SCIENCES, INC.                    | 375558103 | 05/07/2025     | To vote on a stockholder proposal requesting the CEO pay ratio factor be included in the Company's executive compensation programs, if properly presented at the Annual Meeting.                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 | AGAINST     |                                        0 | AGAINST                     |  |
| HEICO CORPORATION                        | 422806109 | 03/14/2025     | ADVISORY APPROVAL OF THE COMPANY'S EXECUTIVE COMPENSATION.                                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES            |             16 |                0 | FOR         |                                       16 | FOR                         |  |
| HILTON WORLDWIDE HOLDINGS INC.           | 43300A203 | 05/14/2025     | Approval, in a non-binding advisory vote, of the compensation paid to the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES            |             25 |                0 | FOR         |                                       25 | FOR                         |  |
| HONEYWELL INTERNATIONAL INC.             | 438516106 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |            642 |                0 | FOR         |                                      642 | FOR                         |  |
| HUNTINGTON BANCSHARES INCORPORATED       | 446150104 | 04/16/2025     | An advisory resolution to approve, on a non-binding basis, the compensation of executives as disclosed in the accompanying proxy statement.                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES            |           2200 |                0 | FOR         |                                     2200 | FOR                         |  |
| ILLINOIS TOOL WORKS INC.                 | 452308109 | 05/02/2025     | Advisory vote to approve compensation of ITW's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES            |            122 |                0 | FOR         |                                      122 | FOR                         |  |
| ILLINOIS TOOL WORKS INC.                 | 452308109 | 05/02/2025     | A non-binding stockholder proposal, if properly presented at the meeting, for stockholder ratification of termination pay.                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 | AGAINST     |                                        0 | AGAINST                     |  |
| INTEL CORPORATION                        | 458140100 | 05/06/2025     | Advisory vote on executive compensation (Say-On-Pay).                                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES            |            150 |                0 | FOR         |                                      150 | FOR                         |  |
| INTERCONTINENTAL EXCHANGE, INC.          | 45866F104 | 05/16/2025     | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers.                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |           3531 |                0 | FOR         |                                     3531 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Ratification of Appointment of Independent Registered Public Accounting Firm.                                                                                                                                                                                                                                                                                                                                                                                      | AUDIT-RELATED                           |          15000 |                0 | FOR         |                                    15000 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Election of Director for a Term of One Year: Marianne C. Brown                                                                                                                                                                                                                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          15000 |                0 | FOR         |                                    15000 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Election of Director for a Term of One Year: Thomas Buberl                                                                                                                                                                                                                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          15000 |                0 | FOR         |                                    15000 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Election of Director for a Term of One Year: David N. Farr                                                                                                                                                                                                                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          15000 |                0 | FOR         |                                    15000 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Election of Director for a Term of One Year: Alex Gorsky                                                                                                                                                                                                                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          15000 |                0 | FOR         |                                    15000 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Election of Director for a Term of One Year: Michelle J. Howard                                                                                                                                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          15000 |                0 | FOR         |                                    15000 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Election of Director for a Term of One Year: Arvind Krishna                                                                                                                                                                                                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          15000 |                0 | FOR         |                                    15000 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Election of Director for a Term of One Year: Andrew N. Liveris                                                                                                                                                                                                                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          15000 |                0 | FOR         |                                    15000 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Election of Director for a Term of One Year: F. William McNabb III                                                                                                                                                                                                                                                                                                                                                                                                 | DIRECTOR ELECTIONS                      |          15000 |                0 | FOR         |                                    15000 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Election of Director for a Term of One Year: Michael Miebach                                                                                                                                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          15000 |                0 | FOR         |                                    15000 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Election of Director for a Term of One Year: Martha E. Pollack                                                                                                                                                                                                                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          15000 |                0 | FOR         |                                    15000 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Election of Director for a Term of One Year: Peter R. Voser                                                                                                                                                                                                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          15000 |                0 | FOR         |                                    15000 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Election of Director for a Term of One Year: Frederick H. Waddell                                                                                                                                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          15000 |                0 | FOR         |                                    15000 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Election of Director for a Term of One Year: Alfred W. Zollar                                                                                                                                                                                                                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          15000 |                0 | FOR         |                                    15000 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Stockholder Proposal Requesting a Public Report on Climate Lobbying.                                                                                                                                                                                                                                                                                                                                                                                               | ENVIRONMENT OR CLIMATE                  |          15000 |                0 | FOR         |                                    15000 | AGAINST                     |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets.                                                                                                                                                                                                                                                                                                                                                                                  | ENVIRONMENT OR CLIMATE                  |          15000 |                0 | AGAINST     |                                    15000 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Stockholder Proposal Requesting a Public Report on Lobbying Activities.                                                                                                                                                                                                                                                                                                                                                                                            | OTHER SOCIAL ISSUES                     |          15000 |                0 | FOR         |                                    15000 | AGAINST                     |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Stockholder Proposal Requesting a Public Report on Congruency in China Business Operations and ESG Activities.                                                                                                                                                                                                                                                                                                                                                     | OTHER SOCIAL ISSUES                     |          15000 |                0 | FOR         |                                    15000 | AGAINST                     |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Advisory Vote on Executive Compensation.                                                                                                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES            |          15000 |                0 | FOR         |                                    15000 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/29/2025     | Advisory Vote on Executive Compensation                                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES            |           2789 |                0 | FOR         |                                     2789 | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/30/2024     | Stockholder Proposal Requesting a Right to Act by Written Consent.                                                                                                                                                                                                                                                                                                                                                                                                 | SHAREHOLDER RIGHTS AND DEFENSES         |          15000 |                0 | AGAINST     |                                    15000 | FOR                         |  |
| JOHNSON  JOHNSON                         | 478160104 | 04/24/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES            |           1435 |                0 | FOR         |                                     1435 | FOR                         |  |
| JOHNSON CONTROLS INTERNATIONAL PLC       | G51502105 | 03/12/2025     | To approve, in a non-binding advisory vote, the compensation of the named executive officers.                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES            |           3238 |                0 | FOR         |                                     3238 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Ratification of independent registered public accounting firm                                                                                                                                                                                                                                                                                                                                                                                                      | AUDIT-RELATED                           |           5000 |                0 | FOR         |                                     5000 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Approval of amended and restated long-term incentive plan effective May 21, 2024                                                                                                                                                                                                                                                                                                                                                                                   | COMPENSATION                            |           5000 |                0 | FOR         |                                     5000 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Independent board chairman                                                                                                                                                                                                                                                                                                                                                                                                                                         | CORPORATE GOVERNANCE                    |           5000 |                0 | FOR         |                                     5000 | AGAINST                     |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Proxy voting alignment                                                                                                                                                                                                                                                                                                                                                                                                                                             | CORPORATE GOVERNANCE                    |           5000 |                0 | AGAINST     |                                     5000 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Election of Director: Linda B. Bammann                                                                                                                                                                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |           5000 |                0 | FOR         |                                     5000 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Election of Director: Stephen B. Burke                                                                                                                                                                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |           5000 |                0 | FOR         |                                     5000 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Election of Director: Todd A. Combs                                                                                                                                                                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                      |           5000 |                0 | FOR         |                                     5000 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Election of Director: Alicia Boler Davis                                                                                                                                                                                                                                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |           5000 |                0 | FOR         |                                     5000 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Election of Director: James Dimon                                                                                                                                                                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |           5000 |                0 | FOR         |                                     5000 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Election of Director: Alex Gorsky                                                                                                                                                                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |           5000 |                0 | FOR         |                                     5000 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Election of Director: Mellody Hobson                                                                                                                                                                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |           5000 |                0 | FOR         |                                     5000 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Election of Director: Phebe N. Novakovic                                                                                                                                                                                                                                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |           5000 |                0 | FOR         |                                     5000 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Election of Director: Virginia M. Rometty                                                                                                                                                                                                                                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |           5000 |                0 | FOR         |                                     5000 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Election of Director: Mark A. Weinberger                                                                                                                                                                                                                                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |           5000 |                0 | FOR         |                                     5000 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Humanitarian risks due to climate change policies                                                                                                                                                                                                                                                                                                                                                                                                                  | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |           5000 |                0 | AGAINST     |                                     5000 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Indigenous peoples' rights indicators                                                                                                                                                                                                                                                                                                                                                                                                                              | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |           5000 |                0 | AGAINST     |                                     5000 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Report on due diligence in conflict-affected and high-risk areas                                                                                                                                                                                                                                                                                                                                                                                                   | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |           5000 |                0 | AGAINST     |                                     5000 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Proposal Withdrawn                                                                                                                                                                                                                                                                                                                                                                                                                                                 | HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE |           5000 |                0 | AGAINST     |                                     5000 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Advisory resolution to approve executive compensation                                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES            |           5000 |                0 | FOR         |                                     5000 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/21/2024     | Shareholder opportunity to vote on excessive golden parachutes                                                                                                                                                                                                                                                                                                                                                                                                     | SHAREHOLDER RIGHTS AND DEFENSES         |           5000 |                0 | AGAINST     |                                     5000 | FOR                         |  |
| KINDER MORGAN, INC.                      | 49456B101 | 05/15/2025     | Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES            |           7644 |                0 | FOR         |                                     7644 | FOR                         |  |
| KLA CORPORATION                          | 482480100 | 11/06/2024     | To approve on a non-binding, advisory basis our named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES            |           1589 |                0 | FOR         |                                     1589 | FOR                         |  |
| LINDE PLC                                | G54950103 | 07/30/2024     | To approve, on an advisory and non- binding basis, the compensation of Linde plc's Named Executive Officers, as disclosed in the 2024 Proxy statement.                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES            |              6 |                0 | FOR         |                                        6 | FOR                         |  |
| LOWE'S COMPANIES, INC.                   | 548661107 | 05/30/2025     | Advisory vote to approve the Company's named executive officer compensation in fiscal 2024.                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES            |           2040 |                0 | FOR         |                                     2040 | FOR                         |  |
| MARATHON PETROLEUM CORPORATION           | 56585A102 | 04/30/2025     | Approval, on an advisory basis, of the company's named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES            |             22 |                0 | FOR         |                                       22 | FOR                         |  |
| MARRIOTT INTERNATIONAL, INC.             | 571903202 | 05/09/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES            |            233 |                0 | FOR         |                                      233 | FOR                         |  |
| MARVELL TECHNOLOGY, INC.                 | 573874104 | 06/13/2025     | An advisory (non-binding) vote to approve compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES            |             80 |                0 | FOR         |                                       80 | FOR                         |  |
| MASTERCARD INCORPORATED                  | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES            |            129 |                0 | FOR         |                                      129 | FOR                         |  |
| MCDONALD'S CORPORATION                   | 580135101 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |             59 |                0 | FOR         |                                       59 | FOR                         |  |
| MCDONALD'S CORPORATION                   | 580135101 | 05/20/2025     | Advisory Vote to Revisit DEI in Executive Compensation.                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 | AGAINST     |                                        0 | AGAINST                     |  |
| MEDTRONIC PLC                            | G5960L103 | 10/17/2024     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES            |           2230 |                0 | FOR         |                                     2230 | FOR                         |  |
| MERCK  CO., INC.                         | 58933Y105 | 05/27/2025     | Non-binding advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES            |             44 |                0 | FOR         |                                       44 | FOR                         |  |
| MERCK  CO., INC.                         | 58933Y105 | 05/27/2025     | Shareholder proposal to revisit DEI goals in executive pay incentives.                                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 | AGAINST     |                                        0 | AGAINST                     |  |
| 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            |            632 |                0 | FOR         |                                      632 | 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            |              0 |                0 |  |                                        0 | NONE                        |  |
| METLIFE, INC.                            | 59156R108 | 06/17/2025     | Advisory (non-binding) vote to approve the compensation paid to MetLife, Inc.'s Named Executive Officers                                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES            |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| MICROSOFT CORPORATION                    | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation (say-on-pay vote).                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |           3191 |                0 | FOR         |                                     3191 | FOR                         |  |
| MODERNA, INC.                            | 60770K107 | 04/30/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES            |            896 |                0 | FOR         |                                      896 | FOR                         |  |
| MORGAN STANLEY                           | 617446448 | 05/15/2025     | To approve the compensation of executives as disclosed in the proxy statement (non-binding advisory vote)                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES            |             11 |                0 | FOR         |                                       11 | FOR                         |  |
| MORGAN STANLEY                           | 617446448 | 05/15/2025     | To approve the Amended and Restated Equity Incentive Compensation Plan                                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES            |             11 |                0 | FOR         |                                       11 | FOR                         |  |
| MOTOROLA SOLUTIONS, INC.                 | 620076307 | 05/15/2025     | Advisory Approval of the Company's Executive Compensation.                                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES            |            214 |                0 | FOR         |                                      214 | FOR                         |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/23/2024     | Ratification of appointment of Deloitte  Touche LLP as NextEra Energy's independent registered public accounting firm for 2024                                                                                                                                                                                                                                                                                                                                     | AUDIT-RELATED                           |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/23/2024     | Election of Director: Nicole S. Arnaboldi                                                                                                                                                                                                                                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/23/2024     | Election of Director: James L. Camaren                                                                                                                                                                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/23/2024     | Election of Director: Naren K. Gursahaney                                                                                                                                                                                                                                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/23/2024     | Election of Director: Kirk S. Hachigian                                                                                                                                                                                                                                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/23/2024     | Election of Director: Maria G. Henry                                                                                                                                                                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/23/2024     | Election of Director: John W. Ketchum                                                                                                                                                                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/23/2024     | Election of Director: Amy B. Lane                                                                                                                                                                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/23/2024     | Election of Director: David L. Porges                                                                                                                                                                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/23/2024     | Election of Director: Deborah L. "Dev" Stahlkopf                                                                                                                                                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/23/2024     | Election of Director: John A. Stall                                                                                                                                                                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/23/2024     | Election of Director: Darryl L. Wilson                                                                                                                                                                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/23/2024     | A proposal entitled "Board Matrix" requesting a chart of individual Director self-identified gender, race/ethnicity and skills                                                                                                                                                                                                                                                                                                                                     | DIVERSITY, EQUITY, AND INCLUSION        |          30000 |                0 | AGAINST     |                                    30000 | FOR                         |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/23/2024     | A proposal entitled "Climate Lobbying Report" requesting a report on the Company's lobbying and trade association memberships in relation to the Company's emissions goal                                                                                                                                                                                                                                                                                          | ENVIRONMENT OR CLIMATE                  |          30000 |                0 | AGAINST     |                                    30000 | FOR                         |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/22/2025     | Approval, by non-binding advisory vote, of NextEra Energy's compensation of its named executive officers as disclosed in the proxy statement.                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES            |           4239 |                0 | FOR         |                                     4239 | FOR                         |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/23/2024     | Approval, by non-binding advisory vote, of NextEra Energy's compensation of its named executive officers as disclosed in the proxy statement                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES            |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| NOVARTIS AG                              | 66987V109 | 03/07/2025     | Binding vote on the maximum aggregate amount of compensation for the Executive Committee for the 2026 financial year.                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES            |            248 |                0 | FOR         |                                      248 | FOR                         |  |
| NOVARTIS AG                              | 66987V109 | 03/07/2025     | Advisory vote on the 2024 Compensation Report.                                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES            |            248 |                0 | FOR         |                                      248 | FOR                         |  |
| NUCOR CORPORATION                        | 670346105 | 05/08/2025     | Approval, on an advisory basis, of Nucor's named executive officer compensation in 2024                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES            |              9 |                0 | FOR         |                                        9 | FOR                         |  |
| NUCOR CORPORATION                        | 670346105 | 05/08/2025     | Approval of the Nucor Corporation 2025 Omnibus Incentive Compensation Plan                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES            |              9 |                0 | FOR         |                                        9 | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/26/2024     | Ratification of the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm for fiscal year 2025.                                                                                                                                                                                                                                                                                                                             | AUDIT-RELATED                           |           2500 |                0 | FOR         |                                     2500 | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/26/2024     | Advisory approval of a stockholder proposal to replace the supermajority voting provisions in our charter and bylaws with a simple majority voting standard.                                                                                                                                                                                                                                                                                                       | CORPORATE GOVERNANCE                    |           2500 |                0 | FOR         |                                     2500 | NONE                        |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/26/2024     | Election of Director: Robert K. Burgess                                                                                                                                                                                                                                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |           2500 |                0 | FOR         |                                     2500 | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/26/2024     | Election of Director: Tench Coxe                                                                                                                                                                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |           2500 |                0 | FOR         |                                     2500 | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/26/2024     | Election of Director: John O. Dabiri                                                                                                                                                                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |           2500 |                0 | FOR         |                                     2500 | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/26/2024     | Election of Director: Persis S. Drell                                                                                                                                                                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |           2500 |                0 | FOR         |                                     2500 | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/26/2024     | Election of Director: Jen-Hsun Huang                                                                                                                                                                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |           2500 |                0 | FOR         |                                     2500 | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/26/2024     | Election of Director: Dawn Hudson                                                                                                                                                                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |           2500 |                0 | FOR         |                                     2500 | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/26/2024     | Election of Director: Harvey C. Jones                                                                                                                                                                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |           2500 |                0 | FOR         |                                     2500 | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/26/2024     | Election of Director: Melissa B. Lora                                                                                                                                                                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |           2500 |                0 | FOR         |                                     2500 | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/26/2024     | Election of Director: Stephen C. Neal                                                                                                                                                                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |           2500 |                0 | FOR         |                                     2500 | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/26/2024     | Election of Director: A. Brooke Seawell                                                                                                                                                                                                                                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |           2500 |                0 | FOR         |                                     2500 | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/26/2024     | Election of Director: Aarti Shah                                                                                                                                                                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |           2500 |                0 | FOR         |                                     2500 | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/26/2024     | Election of Director: Mark A. Stevens                                                                                                                                                                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |           2500 |                0 | FOR         |                                     2500 | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/26/2024     | Advisory approval of our executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |           2500 |                0 | FOR         |                                     2500 | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |           7502 |                0 | FOR         |                                     7502 | FOR                         |  |
| OCCIDENTAL PETROLEUM CORPORATION         | 674599105 | 05/02/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES            |             45 |                0 | FOR         |                                       45 | FOR                         |  |
| ORACLE CORPORATION                       | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named Executive Officers.                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES            |           1754 |                0 | FOR         |                                     1754 | FOR                         |  |
| ORGANON  CO.                             | 68622V106 | 06/04/2024     | Ratify the appointment of PricewaterhouseCoopers LLP as Organon's independent registered public accounting firm for 2024.                                                                                                                                                                                                                                                                                                                                          | AUDIT-RELATED                           |         125000 |                0 | FOR         |                                   125000 | FOR                         |  |
| ORGANON  CO.                             | 68622V106 | 06/04/2024     | Election of Director: Kevin Ali                                                                                                                                                                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |         125000 |                0 | FOR         |                                   125000 | FOR                         |  |
| ORGANON  CO.                             | 68622V106 | 06/04/2024     | Election of Director: Martha E. McGarry                                                                                                                                                                                                                                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |         125000 |                0 | FOR         |                                   125000 | FOR                         |  |
| ORGANON  CO.                             | 68622V106 | 06/04/2024     | Election of Director: Philip Ozuah, M.D., Ph. D.                                                                                                                                                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |         125000 |                0 | FOR         |                                   125000 | FOR                         |  |
| ORGANON  CO.                             | 68622V106 | 06/04/2024     | Election of Director: Shalini Sharp                                                                                                                                                                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                      |         125000 |                0 | FOR         |                                   125000 | FOR                         |  |
| ORGANON  CO.                             | 68622V106 | 06/04/2024     | Approve, on a non-binding advisory basis, the compensation of Organon's Named Executive Officers.                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES            |         125000 |                0 | FOR         |                                   125000 | FOR                         |  |
| ORGANON  CO.                             | 68622V106 | 06/10/2025     | Approve, on a non-binding advisory basis, the compensation of Organon's Named Executive Officers.                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES            |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| OWENS CORNING                            | 690742101 | 04/15/2025     | To approve, on an advisory basis, our named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES            |             47 |                0 | FOR         |                                       47 | FOR                         |  |
| PAYCHEX, INC.                            | 704326107 | 10/10/2024     | ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES            |             16 |                0 | FOR         |                                       16 | FOR                         |  |
| PAYPAL HOLDINGS, INC.                    | 70450Y103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES            |           4058 |                0 | FOR         |                                     4058 | FOR                         |  |
| PAYPAL HOLDINGS, INC.                    | 70450Y103 | 06/05/2025     | Approval of the PayPal Holdings, Inc. 2015 Equity Incentive Award Plan, as Amended and Restated.                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |           4058 |                0 | FOR         |                                     4058 | FOR                         |  |
| PEPSICO, INC.                            | 713448108 | 05/07/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES            |           3195 |                0 | FOR         |                                     3195 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/25/2024     | Ratify the selection of KPMG LLP as independent registered public accounting firm for 2024                                                                                                                                                                                                                                                                                                                                                                         | AUDIT-RELATED                           |         100000 |                0 | FOR         |                                   100000 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/25/2024     | Approval of the Amended and Restated Pfizer Inc. 2019 Stock Plan                                                                                                                                                                                                                                                                                                                                                                                                   | COMPENSATION                            |         100000 |                0 | FOR         |                                   100000 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/25/2024     | Adopt an Independent Board Chair Policy                                                                                                                                                                                                                                                                                                                                                                                                                            | CORPORATE GOVERNANCE                    |         100000 |                0 | AGAINST     |                                   100000 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/25/2024     | Amend Director Resignation Processes                                                                                                                                                                                                                                                                                                                                                                                                                               | CORPORATE GOVERNANCE                    |         100000 |                0 | AGAINST     |                                   100000 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/25/2024     | Election of Director: Ronald E. Blaylock                                                                                                                                                                                                                                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |         100000 |                0 | FOR         |                                   100000 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/25/2024     | Election of Director: Albert Bourla                                                                                                                                                                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                      |         100000 |                0 | FOR         |                                   100000 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/25/2024     | Election of Director: Susan Desmond-Hellmann                                                                                                                                                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |         100000 |                0 | FOR         |                                   100000 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/25/2024     | Election of Director: Joseph J. Echevarria                                                                                                                                                                                                                                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |         100000 |                0 | FOR         |                                   100000 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/25/2024     | Election of Director: Scott Gottlieb                                                                                                                                                                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |         100000 |                0 | FOR         |                                   100000 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/25/2024     | Election of Director: Helen H. Hobbs                                                                                                                                                                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |         100000 |                0 | FOR         |                                   100000 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/25/2024     | Election of Director: Susan Hockfield                                                                                                                                                                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |         100000 |                0 | FOR         |                                   100000 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/25/2024     | Election of Director: Dan R. Littman                                                                                                                                                                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |         100000 |                0 | FOR         |                                   100000 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/25/2024     | Election of Director: Shantanu Narayen                                                                                                                                                                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |         100000 |                0 | FOR         |                                   100000 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/25/2024     | Election of Director: Suzanne Nora Johnson                                                                                                                                                                                                                                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |         100000 |                0 | FOR         |                                   100000 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/25/2024     | Election of Director: James Quincey                                                                                                                                                                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                      |         100000 |                0 | FOR         |                                   100000 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/25/2024     | Election of Director: James C. Smith                                                                                                                                                                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |         100000 |                0 | FOR         |                                   100000 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/25/2024     | Publish a Congruency Report on Political, Lobbying, Electioneering Expenditures                                                                                                                                                                                                                                                                                                                                                                                    | OTHER SOCIAL ISSUES                     |         100000 |                0 | AGAINST     |                                   100000 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/25/2024     | Publish a Report on Corporate Contributions                                                                                                                                                                                                                                                                                                                                                                                                                        | OTHER SOCIAL ISSUES                     |         100000 |                0 | AGAINST     |                                   100000 | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/25/2024     | 2024 advisory approval of executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |         100000 |                0 | FOR         |                                   100000 | FOR                         |  |
| PHILLIPS 66                              | 718546104 | 05/21/2025     | THE COMPANY'S PROPOSAL TO APPROVE, ON AN ADVISORY BASIS, THE COMPANY'S NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 | AGAINST     |                                        0 | NONE                        |  |
| PHILLIPS 66                              | 718546104 | 05/21/2025     | THE COMPANY'S PROPOSAL TO APPROVE, ON AN ADVISORY BASIS, THE FREQUENCY OF FUTURE SHAREHOLDER ADVISORY VOTES TO APPROVE EXECUTIVE COMPENSATION.                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 |  |                                        0 | NONE                        |  |
| PHILLIPS 66                              | 718546104 | 05/21/2025     | ADVISORY APPROVAL OF EXECUTIVE COMPENSATION                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 |  |                                        0 | FOR                         |  |
| PHILLIPS 66                              | 718546104 | 05/21/2025     | ADVISORY APPROVAL OF FREQUENCY OF FUTURE ADVISORY APPROVALS OF EXECUTIVE COMPENSATION                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 |  |                                        0 | NONE                        |  |
| PHILLIPS 66                              | 718546104 | 05/21/2025     | THE COMPANY'S PROPOSAL TO APPROVE, ON AN ADVISORY BASIS, THE COMPANY'S NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 | AGAINST     |                                        0 | NONE                        |  |
| PHILLIPS 66                              | 718546104 | 05/21/2025     | THE COMPANY'S PROPOSAL TO APPROVE, ON AN ADVISORY BASIS, THE FREQUENCY OF FUTURE SHAREHOLDER ADVISORY VOTES TO APPROVE EXECUTIVE COMPENSATION.                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 |  |                                        0 | NONE                        |  |
| PPG INDUSTRIES, INC.                     | 693506107 | 04/17/2025     | Approve the compensation of the Company's named executive officers on an advisory basis.                                                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES            |              6 |                0 | FOR         |                                        6 | FOR                         |  |
| PRUDENTIAL FINANCIAL, INC.               | 744320102 | 05/13/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES            |            151 |                0 | FOR         |                                      151 | FOR                         |  |
| QUALCOMM INCORPORATED                    | 747525103 | 03/18/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |           2051 |                0 | FOR         |                                     2051 | FOR                         |  |
| RTX CORPORATION                          | 00755E105 | 05/01/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |           4561 |                0 | FOR         |                                     4561 | FOR                         |  |
| S GLOBAL INC.                            | 78409V104 | 05/07/2025     | Approve, on an advisory basis, the executive compensation program for the Company's named executive officers, as described in the Proxy Statement.                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES            |            787 |                0 | FOR         |                                      787 | FOR                         |  |
| S GLOBAL INC.                            | 78409V104 | 05/07/2025     | Vote on a shareholder proposal to amend the Company's clawback policy for unearned executive pay.                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 | AGAINST     |                                        0 | AGAINST                     |  |
| SALESFORCE, INC.                         | 79466L302 | 06/05/2025     | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |             88 |                0 | FOR         |                                       88 | FOR                         |  |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | 806857108 | 04/03/2024     | Approval of our consolidated balance sheet at December 31, 2023; our consolidated statement of income for the year ended December 31, 2023; and the declarations of dividends by our Board of Directors in 2023, as reflected in our Annual Report on Form 10- K for the fiscal year ended December 31, 2023.                                                                                                                                                      | CAPITAL STRUCTURE                       |          65000 |                0 | FOR         |                                    65000 | FOR                         |  |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | 806857108 | 04/03/2024     | Election of Director: Peter Coleman                                                                                                                                                                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          65000 |                0 | FOR         |                                    65000 | FOR                         |  |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | 806857108 | 04/03/2024     | Election of Director: Patrick de La Chevardiere                                                                                                                                                                                                                                                                                                                                                                                                                    | DIRECTOR ELECTIONS                      |          65000 |                0 | FOR         |                                    65000 | FOR                         |  |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | 806857108 | 04/03/2024     | Election of Director: Miguel Galuccio                                                                                                                                                                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |          65000 |                0 | FOR         |                                    65000 | FOR                         |  |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | 806857108 | 04/03/2024     | Election of Director: Jim Hackett                                                                                                                                                                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          65000 |                0 | FOR         |                                    65000 | FOR                         |  |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | 806857108 | 04/03/2024     | Election of Director: Olivier Le Peuch                                                                                                                                                                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |          65000 |                0 | FOR         |                                    65000 | FOR                         |  |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | 806857108 | 04/03/2024     | Election of Director: Samuel Leupold                                                                                                                                                                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          65000 |                0 | FOR         |                                    65000 | FOR                         |  |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | 806857108 | 04/03/2024     | Election of Director: Tatiana Mitrova                                                                                                                                                                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |          65000 |                0 | FOR         |                                    65000 | FOR                         |  |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | 806857108 | 04/03/2024     | Election of Director: Maria Moraeus Hanssen                                                                                                                                                                                                                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          65000 |                0 | FOR         |                                    65000 | FOR                         |  |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | 806857108 | 04/03/2024     | Election of Director: Vanitha Narayanan                                                                                                                                                                                                                                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          65000 |                0 | FOR         |                                    65000 | FOR                         |  |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | 806857108 | 04/03/2024     | Election of Director: Jeff Sheets                                                                                                                                                                                                                                                                                                                                                                                                                                  | DIRECTOR ELECTIONS                      |          65000 |                0 | FOR         |                                    65000 | FOR                         |  |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | 806857108 | 04/03/2024     | Election of Director: Ulrich Spiesshofer                                                                                                                                                                                                                                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          65000 |                0 | FOR         |                                    65000 | FOR                         |  |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | 806857108 | 04/03/2024     | Ratification of the appointment of PricewaterhouseCoopers LLP as our independent auditors for 2024.                                                                                                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          65000 |                0 | FOR         |                                    65000 | FOR                         |  |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | 806857108 | 04/03/2024     | Advisory approval of our executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |          65000 |                0 | FOR         |                                    65000 | FOR                         |  |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | 806857108 | 04/02/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |             40 |                0 | FOR         |                                       40 | FOR                         |  |
| SOLVENTUM CORPORATION                    | 83444M101 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES            |           2996 |                0 | FOR         |                                     2996 | FOR                         |  |
| SOLVENTUM CORPORATION                    | 83444M101 | 04/30/2025     | Advisory vote on frequency of advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 |  |                                        0 | NONE                        |  |
| STARBUCKS CORPORATION                    | 855244109 | 03/12/2025     | Approve, on an advisory, nonbinding basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES            |           1945 |                0 | FOR         |                                     1945 | FOR                         |  |
| TARGET CORPORATION                       | 00876E110 | 06/11/2025     | Company proposal to approve, on an advisory basis, our executive compensation (Say on Pay).                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES            |           1209 |                0 | FOR         |                                     1209 | FOR                         |  |
| TEXAS INSTRUMENTS INCORPORATED           | 882508104 | 04/17/2025     | Board proposal regarding advisory approval of the Company's executive compensation.                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES            |           2345 |                0 | FOR         |                                     2345 | FOR                         |  |
| THE ALLSTATE CORPORATION                 | 020002101 | 05/29/2025     | Advisory vote to approve the compensation of the named executives.                                                                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES            |              9 |                0 | FOR         |                                        9 | FOR                         |  |
| THE BANK OF NEW YORK MELLON CORPORATION  | 064058100 | 04/15/2025     | Advisory resolution to approve the 2024 compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES            |           3457 |                0 | FOR         |                                     3457 | FOR                         |  |
| THE BOEING COMPANY                       | 097023105 | 04/24/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation.                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |           1045 |                0 | FOR         |                                     1045 | FOR                         |  |
| THE COCA-COLA COMPANY                    | 191216100 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES            |             58 |                0 | FOR         |                                       58 | FOR                         |  |
| THE COCA-COLA COMPANY                    | 191216100 | 04/30/2025     | Vote on shareowner proposal regarding DEI goals in executive pay                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |              0 |                0 | AGAINST     |                                        0 | AGAINST                     |  |
| THE GOLDMAN SACHS GROUP, INC.            | 38141G104 | 04/23/2025     | Advisory Vote to Approve Executive Compensation (Say on Pay)                                                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES            |            488 |                0 | FOR         |                                      488 | FOR                         |  |
| THE HOME DEPOT, INC.                     | 437076102 | 05/22/2025     | Advisory Vote to Approve Executive Compensation (Say-on-Pay)                                                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES            |           1019 |                0 | FOR         |                                     1019 | FOR                         |  |
| THE KRAFT HEINZ COMPANY                  | 500754106 | 05/08/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |            200 |                0 | FOR         |                                      200 | FOR                         |  |
| THE MOSAIC COMPANY                       | 61945C103 | 05/29/2025     | An advisory vote to approve the compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES            |           1000 |                0 | FOR         |                                     1000 | FOR                         |  |
| THE PROCTER  GAMBLE COMPANY              | 742718109 | 10/08/2024     | Advisory Vote to Approve the Company's Executive Compensation (the Say on Pay vote).                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |            158 |                0 | FOR         |                                      158 | FOR                         |  |
| THE PROGRESSIVE CORPORATION              | 743315103 | 05/09/2025     | Cast an advisory vote to approve our executive compensation program.                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |           1357 |                0 | FOR         |                                     1357 | FOR                         |  |
| THE SOUTHERN COMPANY                     | 842587107 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES            |           1949 |                0 | FOR         |                                     1949 | FOR                         |  |
| THE TRAVELERS COMPANIES, INC.            | 00894E113 | 05/21/2025     | Non-binding vote to approve executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES            |            201 |                0 | FOR         |                                      201 | FOR                         |  |
| THE WALT DISNEY COMPANY                  | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |            864 |                0 | FOR         |                                      864 | FOR                         |  |
| TRANSDIGM GROUP INCORPORATED             | 893641100 | 03/06/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |            203 |                0 | FOR         |                                      203 | FOR                         |  |
| U.S. BANCORP                             | 902973304 | 04/15/2025     | An advisory vote to approve the compensation of our executives disclosed in the proxy statement.                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES            |           8242 |                0 | FOR         |                                     8242 | FOR                         |  |
| UNION PACIFIC CORPORATION                | 907818108 | 05/08/2025     | Approve, by non-binding vote, the compensation of the Company's Named Executive Officers (Say on Pay).                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES            |             36 |                0 | FOR         |                                       36 | FOR                         |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/02/2024     | To ratify the appointment of Deloitte  Touche LLP as UPS's independent registered public accounting firm for the year ending December 31, 2024.                                                                                                                                                                                                                                                                                                                    | AUDIT-RELATED                           |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/02/2024     | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share.                                                                                                                                                                                                                                                                                                                                                       | CAPITAL STRUCTURE                       |          20000 |                0 | AGAINST     |                                    20000 | FOR                         |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/02/2024     | Election of Director to hold office until 2025 Annual Meeting: Carol Tome                                                                                                                                                                                                                                                                                                                                                                                          | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/02/2024     | Election of Director to hold office until 2025 Annual Meeting: Rodney Adkins                                                                                                                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/02/2024     | Election of Director to hold office until 2025 Annual Meeting: Eva Boratto                                                                                                                                                                                                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/02/2024     | Election of Director to hold office until 2025 Annual Meeting: Michael Burns                                                                                                                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/02/2024     | Election of Director to hold office until 2025 Annual Meeting: Wayne Hewett                                                                                                                                                                                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/02/2024     | Election of Director to hold office until 2025 Annual Meeting: Angela Hwang                                                                                                                                                                                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/02/2024     | Election of Director to hold office until 2025 Annual Meeting: Kate Johnson                                                                                                                                                                                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/02/2024     | Election of Director to hold office until 2025 Annual Meeting: William Johnson                                                                                                                                                                                                                                                                                                                                                                                     | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/02/2024     | Election of Director to hold office until 2025 Annual Meeting: Franck Moison                                                                                                                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/02/2024     | Election of Director to hold office until 2025 Annual Meeting: Christiana Smith Shi                                                                                                                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/02/2024     | Election of Director to hold office until 2025 Annual Meeting: Russell Stokes                                                                                                                                                                                                                                                                                                                                                                                      | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/02/2024     | Election of Director to hold office until 2025 Annual Meeting: Kevin Warsh                                                                                                                                                                                                                                                                                                                                                                                         | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/02/2024     | To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efforts.                                                                                                                                                                                                                                                                                                                                                                 | DIVERSITY, EQUITY, AND INCLUSION        |          20000 |                0 | AGAINST     |                                    20000 | FOR                         |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/02/2024     | To prepare a report on the risks arising from voluntary carbon-reduction commitments.                                                                                                                                                                                                                                                                                                                                                                              | ENVIRONMENT OR CLIMATE                  |          20000 |                0 | FOR         |                                    20000 | AGAINST                     |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/02/2024     | To approve on an advisory basis named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES            |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| UNITEDHEALTH GROUP INCORPORATED          | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES            |           8212 |                0 | FOR         |                                     8212 | FOR                         |  |
| VALE S.A.                                | 00919E109 | 04/30/2025     | Setting the global annual compensation of management and Fiscal Council members for the year 2025.                                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES            |            125 |                0 | FOR         |                                      125 | FOR                         |  |
| VALERO ENERGY CORPORATION                | 91913Y100 | 05/06/2025     | Advisory vote to approve the 2024 compensation of named executive officers.                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES            |             44 |                0 | FOR         |                                       44 | FOR                         |  |
| VIATRIS INC.                             | 92556V106 | 12/06/2024     | Approval of, on a non-binding advisory basis, the 2023 compensation of the named executive officers of the Company.                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES            |            142 |                0 | FOR         |                                      142 | 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            |            261 |                0 | FOR         |                                      261 | FOR                         |  |
| WALGREENS BOOTS ALLIANCE, INC.           | 931427108 | 01/30/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES            |           1250 |                0 | FOR         |                                     1250 | FOR                         |  |
| WALMART INC.                             | 931142103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES            |           1479 |                0 | FOR         |                                     1479 | FOR                         |  |
| WELLS FARGO  COMPANY                     | 949746101 | 04/29/2025     | Advisory vote to approve executive compensation (Say on Pay).                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES            |           4115 |                0 | FOR         |                                     4115 | FOR                         |  |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | 929740108 | 05/15/2025     | Approve an advisory (non-binding) resolution to approve the 2024 named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES            |             49 |                0 | FOR         |                                       49 | FOR                         |  |
| ZOETIS INC.                              | 98978V103 | 05/22/2024     | Ratification of appointment of KPMG LLP as our independent registered public accounting firm for 2024.                                                                                                                                                                                                                                                                                                                                                             | AUDIT-RELATED                           |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ZOETIS INC.                              | 98978V103 | 05/22/2024     | Approval of an amendment to our Restated Certificate of Incorporation to provide for exculpation of officers as permitted by the Delaware General Corporation Law.                                                                                                                                                                                                                                                                                                 | CORPORATE GOVERNANCE                    |          20000 |                0 | AGAINST     |                                    20000 | AGAINST                     |  |
| ZOETIS INC.                              | 98978V103 | 05/22/2024     | Shareholder proposal regarding an improvement to our director resignation policy.                                                                                                                                                                                                                                                                                                                                                                                  | CORPORATE GOVERNANCE                    |          20000 |                0 | FOR         |                                    20000 | AGAINST                     |  |
| ZOETIS INC.                              | 98978V103 | 05/22/2024     | Election of Director: Paul M. Bisaro                                                                                                                                                                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ZOETIS INC.                              | 98978V103 | 05/22/2024     | Election of Director: Vanessa Broadhurst                                                                                                                                                                                                                                                                                                                                                                                                                           | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ZOETIS INC.                              | 98978V103 | 05/22/2024     | Election of Director: Frank A. D'Amelio                                                                                                                                                                                                                                                                                                                                                                                                                            | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ZOETIS INC.                              | 98978V103 | 05/22/2024     | Election of Director: Gavin D.K. Hattersley                                                                                                                                                                                                                                                                                                                                                                                                                        | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ZOETIS INC.                              | 98978V103 | 05/22/2024     | Election of Director: Sanjay Khosla                                                                                                                                                                                                                                                                                                                                                                                                                                | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ZOETIS INC.                              | 98978V103 | 05/22/2024     | Election of Director: Antoinette R. Leatherberry                                                                                                                                                                                                                                                                                                                                                                                                                   | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ZOETIS INC.                              | 98978V103 | 05/22/2024     | Election of Director: Michael B. McCallister                                                                                                                                                                                                                                                                                                                                                                                                                       | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ZOETIS INC.                              | 98978V103 | 05/22/2024     | Election of Director: Gregory Norden                                                                                                                                                                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ZOETIS INC.                              | 98978V103 | 05/22/2024     | Election of Director: Louise M. Parent                                                                                                                                                                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ZOETIS INC.                              | 98978V103 | 05/22/2024     | Election of Director: Kristin C. Peck                                                                                                                                                                                                                                                                                                                                                                                                                              | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ZOETIS INC.                              | 98978V103 | 05/22/2024     | Election of Director: Willie M. Reed                                                                                                                                                                                                                                                                                                                                                                                                                               | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ZOETIS INC.                              | 98978V103 | 05/22/2024     | Election of Director: Robert W. Scully                                                                                                                                                                                                                                                                                                                                                                                                                             | DIRECTOR ELECTIONS                      |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ZOETIS INC.                              | 98978V103 | 05/22/2024     | Advisory vote to approve our executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES            |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Orca Wealth Management, LLC

**By (Signature):** Kenneth Ouellette

**By (Printed Signature):** Kenneth Ouellette

**By (Title):** Managing Member

**Date:** 08/25/2025