# EDGAR Filing Document

**Accession Number:** 0002002630
**File Stem:** 0002002630-25-000004
**Filing Date:** 2025-7
**Character Count:** 129243
**Document Hash:** 7725c556bfde46f83dccafcbf4f3c738
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002002630-25-000004.hdr.sgml**: 20250721

**ACCESSION NUMBER**: 0002002630-25-000004

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250721

**EFFECTIVENESS DATE**: 20250721

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Philip James Wealth Mangement, LLC
- **CENTRAL INDEX KEY:** 0002002630

**ORGANIZATION NAME:**
- **EIN:** 825380759
- **STATE OF INCORPORATION:** MN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23544
- **FILM NUMBER:** 251136079

**BUSINESS ADDRESS:**
- **STREET 1:** 13680 HWY 9 N
- **STREET 2:** C100
- **CITY:** MILTON
- **STATE:** GA
- **ZIP:** 30004-0769
- **BUSINESS PHONE:** 8009439022

**MAIL ADDRESS:**
- **STREET 1:** 13680 HWY 9 N
- **STREET 2:** C100
- **CITY:** MILTON
- **STATE:** GA
- **ZIP:** 30004-0769

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

## N-PX: Filer Information

**Filer CIK:** 0002002630

**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:** Philip James Wealth Mangement, LLC

**Address:** 13680 HWY 9 N, MILTON, GA 30004-0769

**Telephone number:** 8884939022

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-23544

**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 |        33433   |                0 | FOR         |                                  33433   | 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 |         4125   |                0 | FOR         |                                   4125   | 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 |          270   |                0 | FOR         |                                    270   | FOR                         |  |
| ADOBE INC.                               | 00724F101 | 04/22/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           42   |                0 | FOR         |                                     42   | FOR                         |  |
| ADVANCED MICRO DEVICES, INC.             | 007903107 | 05/14/2025     | Approve on a non-binding, advisory basis the compensation of the named executive officers, as disclosed in this proxy statement pursuant to the compensation disclosure rules of the U.S. Securities and Exchange Commission.                                                        | SECTION 14A SAY-ON-PAY VOTES |            5   |                0 | FOR         |                                      5   | FOR                         |  |
| AFFIRM HOLDINGS, INC.                    | 00827B106 | 12/09/2024     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          110   |                0 | FOR         |                                    110   | FOR                         |  |
| AILERON THERAPEUTICS, INC.               | 00887A204 | 08/20/2024     | To approve, on a non-binding advisory basis, our named executive officer compensation.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           25   |                0 | FOR         |                                     25   | FOR                         |  |
| ALKAMI TECHNOLOGY INC                    | 01644J108 | 05/14/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          280   |                0 | FOR         |                                    280   | FOR                         |  |
| ALKAMI TECHNOLOGY INC                    | 01644J108 | 05/14/2025     | To select, on a non-binding advisory basis, the recommended frequency of future advisory votes to approve the compensation of our named executive officers.                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          280   |                0 | 1 YEAR      |                                    280   | FOR                         |  |
| ALLY FINANCIAL INC.                      | 02005N100 | 05/06/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |       210546   |                0 | FOR         |                                 210546   | FOR                         |  |
| ALTRIA GROUP, INC.                       | 02209S103 | 05/15/2025     | Non-Binding Advisory Vote to Approve the Compensation of Altria's Named Executive Officers                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |       211311   |                0 | FOR         |                                 211311   | FOR                         |  |
| AMAZON.COM, INC.                         | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         1005   |                0 | FOR         |                                   1005   | FOR                         |  |
| AMERICAN ELECTRIC POWER COMPANY, INC.    | 025537101 | 04/29/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | 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 |         2100   |                0 | FOR         |                                   2100   | FOR                         |  |
| AMERICAN WATER WORKS COMPANY, INC.       | 030420103 | 05/14/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| AMGEN INC.                               | 031162100 | 05/23/2025     | Advisory vote to approve our executive compensation.                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        10250   |                0 | FOR         |                                  10250   | FOR                         |  |
| AMN HEALTHCARE SERVICES, INC.            | 001744101 | 05/02/2025     | To approve, by non-binding advisory vote, the compensation paid to our named executive officers.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| AMPHASTAR PHARMACEUTICALS INC.           | 03209R103 | 06/02/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          200   |                0 | FOR         |                                    200   | 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 |          184   |                0 | FOR         |                                    184   | FOR                         |  |
| APA CORPORATION                          | 03743Q108 | 05/22/2025     | Advisory Vote to Approve Compensation of APA's Named Executive Officers                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         9045   |                0 | FOR         |                                   9045   | FOR                         |  |
| APPLE INC.                               | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        14366   |                0 | FOR         |                                  14366   | FOR                         |  |
| APTOSE BIOSCIENCES INC.                  | 03835T408 | 05/27/2025     | Say-on-Pay Advisory (non-binding) resolution on the compensation of the Corporation's named executive officers.                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           15   |                0 | FOR         |                                     15   | FOR                         |  |
| ARCHER-DANIELS-MIDLAND COMPANY           | 039483102 | 05/08/2025     | Advisory Vote on Executive Compensation.                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          400   |                0 | FOR         |                                    400   | FOR                         |  |
| ARISTA NETWORKS, INC.                    | 040413205 | 05/30/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          150   |                0 | FOR         |                                    150   | FOR                         |  |
| ARTHUR J. GALLAGHER  CO.                 | 363576109 | 05/13/2025     | Approval, on an Advisory Basis, of the Compensation of our Named Executive Officers.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           75   |                0 | FOR         |                                     75   | FOR                         |  |
| AT INC.                                  | 00206R102 | 05/15/2025     | Advisory Approval of Executive Compensation                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         7350   |                0 | FOR         |                                   7350   | FOR                         |  |
| AUTOMATIC DATA PROCESSING, INC.          | 053015103 | 11/06/2024     | Advisory Vote on Executive Compensation.                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          450   |                0 | FOR         |                                    450   | 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 |       180350   |                0 | FOR         |                                 180350   | FOR                         |  |
| BHP GROUP LTD                            | 088606108 | 10/30/2024     | Adoption of the Remuneration Report.                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| BREAD FINANCIAL HOLDINGS, INC.           | 018581108 | 05/13/2025     | ADVISORY VOTE ON EXECUTIVE COMPENSATION                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         1675   |                0 | FOR         |                                   1675   | 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 |         2796   |                0 | FOR         |                                   2796   | FOR                         |  |
| BRITISH AMERICAN TOBACCO P.L.C.          | 110448107 | 04/16/2025     | Approval of the 2024 Directors' remuneration report                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |       161628   |                0 | FOR         |                                 161628   | FOR                         |  |
| CAESARS ENTERTAINMENT, INC.              | 12769G100 | 06/10/2025     | COMPANY PROPOSAL: ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           50   |                0 | FOR         |                                     50   | FOR                         |  |
| CANOPY GROWTH CORPORATION                | 138035704 | 09/24/2024     | To adopt, on an advisory (non-binding) basis, a resolution approving the compensation of the Company's named executive officers, as described in the proxy statement.                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           55   |                0 | FOR         |                                     55   | FOR                         |  |
| CAPITAL ONE FINANCIAL CORPORATION        | 14040H105 | 05/08/2025     | Advisory vote on our Named Executive Officer compensation ("Say on Pay").                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          995   |                0 | FOR         |                                    995   | FOR                         |  |
| CARDINAL HEALTH, INC.                    | 14149Y108 | 11/06/2024     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        16517   |                0 | FOR         |                                  16517   | FOR                         |  |
| CARNIVAL CORPORATION                     | 143658300 | 04/16/2025     | To hold a (non-binding) advisory vote to approve executive compensation.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          200   |                0 | FOR         |                                    200   | FOR                         |  |
| CARRIER GLOBAL CORPORATION               | 14448C104 | 04/09/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           25   |                0 | FOR         |                                     25   | FOR                         |  |
| CATERPILLAR INC.                         | 149123101 | 06/11/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         1050   |                0 | FOR         |                                   1050   | FOR                         |  |
| CELANESE CORPORATION                     | 150870103 | 05/14/2025     | Advisory approval of executive compensation.                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         7219   |                0 | FOR         |                                   7219   | FOR                         |  |
| CENOVUS ENERGY INC.                      | 15135U109 | 05/08/2025     | Shareholder Advisory Vote on Executive Compensation Accept the Corporation's approach to executive compensation.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          700   |                0 | FOR         |                                    700   | FOR                         |  |
| CENTRAL PACIFIC FINANCIAL CORP.          | 154760409 | 04/24/2025     | To approve, on a non-binding advisory basis, the compensation of the company's named executive officers ("Say-On-Pay").                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          200   |                0 | FOR         |                                    200   | FOR                         |  |
| CEVA, INC.                               | 157210105 | 05/05/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          125   |                0 | FOR         |                                    125   | FOR                         |  |
| CHEVRON CORPORATION                      | 166764100 | 05/28/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        34464   |                0 | FOR         |                                  34464   | 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 |         4436   |                0 | FOR         |                                   4436   | FOR                         |  |
| CHURCH  DWIGHT CO., INC.                 | 171340102 | 05/01/2025     | An advisory vote to approve compensation of our named executive officers.                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          299   |                0 | FOR         |                                    299   | FOR                         |  |
| CISCO SYSTEMS, INC.                      | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        50603   |                0 | FOR         |                                  50603   | FOR                         |  |
| CITIGROUP INC.                           | 172967424 | 04/29/2025     | Advisory vote to approve our 2024 Executive Compensation.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         9089   |                0 | FOR         |                                   9089   | FOR                         |  |
| CMS ENERGY CORPORATION                   | 125896100 | 05/02/2025     | Approve, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          260   |                0 | FOR         |                                    260   | FOR                         |  |
| COMCAST CORPORATION                      | 20030N101 | 06/18/2025     | Advisory vote on executive compensation                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        19603   |                0 | FOR         |                                  19603   | FOR                         |  |
| CONAGRA BRANDS, INC.                     | 205887102 | 09/18/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        14799   |                0 | FOR         |                                  14799   | FOR                         |  |
| CONOCOPHILLIPS                           | 20825C104 | 05/13/2025     | Advisory Approval of Executive Compensation.                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        75476   |                0 | FOR         |                                  75476   | FOR                         |  |
| CORNING INCORPORATED                     | 219350105 | 05/01/2025     | Advisory approval of our executive compensation (Say on Pay).                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           50   |                0 | FOR         |                                     50   | FOR                         |  |
| CORTEVA INC.                             | 22052L104 | 04/30/2025     | Advisory resolution to approve executive compensation of the Company's named executive officers.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          535   |                0 | FOR         |                                    535   | FOR                         |  |
| CROSSFIRST BANKSHARES, INC.              | 22766M109 | 12/20/2024     | CrossFirst compensation proposal: Proposal to approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to the named executive officers of CrossFirst in connection with the transactions contemplated by the merger agreement. | SECTION 14A SAY-ON-PAY VOTES |        39500   |                0 | FOR         |                                  39500   | 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 |        14153   |                0 | FOR         |                                  14153   | FOR                         |  |
| CUMMINS INC.                             | 231021106 | 05/13/2025     | Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement.                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          450   |                0 | FOR         |                                    450   | FOR                         |  |
| CV SCIENCES, INC.                        | 126654102 | 06/02/2025     | To approve, on a non-binding advisory basis, named executive officer compensation.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        13950   |                0 | FOR         |                                  13950   | FOR                         |  |
| CV SCIENCES, INC.                        | 126654102 | 06/02/2025     | To approve, on a non-binding advisory basis, the frequency of the stockholder advisory vote to approve named executive officer compensation.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        13950   |                0 | 1 YEAR      |                                  13950   | AGAINST                     |  |
| D.R. HORTON, INC.                        | 23331A109 | 01/16/2025     | Approval of the advisory resolution on executive compensation.                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | 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 |           10   |                0 | FOR         |                                     10   | FOR                         |  |
| DEVON ENERGY CORPORATION                 | 25179M103 | 06/04/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |       102080   |                0 | FOR         |                                 102080   | FOR                         |  |
| DIAGEO PLC                               | 25243Q205 | 09/26/2024     | Directors' remuneration report 2024.                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          510   |                0 | FOR         |                                    510   | FOR                         |  |
| DISCOVER FINANCIAL SERVICES              | 254709108 | 02/18/2025     | Approval of, on an advisory (non-binding) basis, the merger related compensation payments that will or may be paid to named executive officers of Discover in connection with the transactions contemplated by the merger agreement.                                                 | SECTION 14A SAY-ON-PAY VOTES |          600   |                0 | FOR         |                                    600   | FOR                         |  |
| DOCUSIGN, INC.                           | 256163106 | 05/29/2025     | Approval, on an advisory basis, of our named executive officers' compensation                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         4470   |                0 | FOR         |                                   4470   | FOR                         |  |
| DOMINION ENERGY, INC.                    | 25746U109 | 05/07/2025     | Advisory Vote on Approval of Executive Compensation (Say on Pay)                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          150   |                0 | FOR         |                                    150   | FOR                         |  |
| DOVER CORPORATION                        | 260003108 | 05/02/2025     | To approve, on an advisory basis, named executive officer compensation.                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          155   |                0 | FOR         |                                    155   | FOR                         |  |
| DOW INC.                                 | 260557103 | 04/10/2025     | Advisory Resolution to Approve Executive Compensation                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        10163   |                0 | FOR         |                                  10163   | 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 |          820   |                0 | FOR         |                                    820   | FOR                         |  |
| DUPONT DE NEMOURS, INC.                  | 26614N102 | 05/22/2025     | Advisory Resolution to Approve Executive Compensation                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           95   |                0 | FOR         |                                     95   | FOR                         |  |
| EAST WEST BANCORP, INC.                  | 27579R104 | 05/20/2025     | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for 2024.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          150   |                0 | FOR         |                                    150   | FOR                         |  |
| ECOLAB INC.                              | 278865100 | 05/08/2025     | Approve, on an advisory basis, the compensation of our named executive officers disclosed in the Proxy Statement.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          150   |                0 | FOR         |                                    150   | FOR                         |  |
| EDWARDS LIFESCIENCES CORPORATION         | 28176E108 | 05/08/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          425   |                0 | FOR         |                                    425   | 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 |         5520   |                0 | FOR         |                                   5520   | FOR                         |  |
| EMERGENT BIOSOLUTIONS INC.               | 29089Q105 | 04/30/2025     | To hold, on an advisory basis, a vote to approve the 2024 compensation of our named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | 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 |          200   |                0 | FOR         |                                    200   | FOR                         |  |
| ENBRIDGE INC.                            | 29250N105 | 05/07/2025     | Accept Enbridge's approach to executive compensation, as disclosed in the Management Information Circular.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         1227   |                0 | FOR         |                                   1227   | FOR                         |  |
| ENPHASE ENERGY, INC.                     | 29355A107 | 05/14/2025     | To approve, on advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| ENVOY MEDICAL, INC.                      | 29415V109 | 11/14/2024     | To approve, on an advisory basis, the Company's named executive officer (NEO) compensation.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          200   |                0 | FOR         |                                    200   | FOR                         |  |
| ENVOY MEDICAL, INC.                      | 29415V109 | 11/14/2024     | To recommend, on an advisory basis, the frequency of votes on named executive officer compensation.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          200   |                0 | 1 YEAR      |                                    200   | FOR                         |  |
| ENVOY MEDICAL, INC.                      | 29415V109 | 05/28/2025     | To approve, on an advisory basis, the Company's named executive officer (NEO) compensation.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          200   |                0 | FOR         |                                    200   | FOR                         |  |
| EOG RESOURCES, INC.                      | 26875P101 | 05/21/2025     | To approve, by non-binding vote, the compensation of the Company's named executive officers.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           75   |                0 | FOR         |                                     75   | FOR                         |  |
| ESSENTIAL UTILITIES, INC.                | 29670G102 | 05/07/2025     | To approve an advisory vote on the compensation paid to the Company's named executive officers for 2024.                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          374   |                0 | FOR         |                                    374   | FOR                         |  |
| EXXON MOBIL CORPORATION                  | 30231G102 | 05/28/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |       464958   |                0 | FOR         |                                 464958   | FOR                         |  |
| FEDEX CORPORATION                        | 31428X106 | 09/23/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        25286   |                0 | FOR         |                                  25286   | FOR                         |  |
| FIRST BUSEY CORPORATION                  | 319383204 | 05/29/2025     | To approve, in a non-binding, advisory vote, the compensation of our named executive officers, as described in the accompanying proxy statement, which is referred to as a "say-on-pay" proposal.                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        26366   |                0 | FOR         |                                  26366   | FOR                         |  |
| FIRST HORIZON CORPORATION                | 320517105 | 04/29/2025     | Approval of an advisory resolution to approve executive compensation.                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         6000   |                0 | FOR         |                                   6000   | FOR                         |  |
| FIRST SOLAR, INC.                        | 336433107 | 05/14/2025     | Advisory vote to approve the compensation of our named executive officers                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           75   |                0 | FOR         |                                     75   | 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 |           10   |                0 | FOR         |                                     10   | FOR                         |  |
| FRESENIUS MEDICAL CARE AG                | 358029106 | 05/22/2025     | Resolution on the approval of the compensation report for fiscal year 2024                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| GAMESTOP CORP.                           | 36467W109 | 06/12/2025     | Provide an advisory, non-binding vote on the compensation of our named executive officers.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           15   |                0 | FOR         |                                     15   | FOR                         |  |
| GE AEROSPACE                             | 369604301 | 05/06/2025     | Advisory Approval of Our Named Executives' Compensation                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          224   |                0 | FOR         |                                    224   | FOR                         |  |
| 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 |           17   |                0 | FOR         |                                     17   | 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 |           17   |                0 | 1 YEAR      |                                     17   | FOR                         |  |
| GENERAC HOLDINGS INC.                    | 368736104 | 06/12/2025     | Advisory vote on the non-binding "say-on-pay" resolution to approve the compensation of our executive officers                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         7938   |                0 | FOR         |                                   7938   | FOR                         |  |
| GENERAL DYNAMICS CORPORATION             | 369550108 | 05/07/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          220   |                0 | FOR         |                                    220   | FOR                         |  |
| GENERAL MILLS, INC.                      | 370334104 | 09/24/2024     | Advisory Vote on Executive Compensation.                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         3747   |                0 | FOR         |                                   3747   | FOR                         |  |
| GENPACT LIMITED                          | G3922B107 | 05/22/2025     | Approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          565   |                0 | FOR         |                                    565   | 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 |        44794   |                0 | FOR         |                                  44794   | FOR                         |  |
| GOOSEHEAD INSURANCE, INC.                | 38267D109 | 05/05/2025     | Non-binding and advisory resolution approving the compensation of our named executive officers.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           50   |                0 | FOR         |                                     50   | FOR                         |  |
| GSK PLC                                  | 37733W204 | 05/07/2025     | To approve the Annual report on remuneration                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          150   |                0 | FOR         |                                    150   | FOR                         |  |
| GUARDANT HEALTH, INC.                    | 40131M109 | 06/18/2025     | Non-binding advisory vote to approve Guardant Health, Inc.'s named executive officer compensation.                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          110   |                0 | FOR         |                                    110   | FOR                         |  |
| HALLIBURTON COMPANY                      | 406216101 | 05/21/2025     | Advisory Approval of Executive Compensation.                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         1200   |                0 | FOR         |                                   1200   | FOR                         |  |
| HELMERICH  PAYNE, INC.                   | 423452101 | 03/05/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         6149   |                0 | FOR         |                                   6149   | FOR                         |  |
| HERCULES CAPITAL, INC.                   | 427096508 | 08/15/2024     | Advisory vote to approve the Company's named executive officer compensation.                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          550   |                0 | FOR         |                                    550   | FOR                         |  |
| HERCULES CAPITAL, INC.                   | 427096508 | 06/18/2025     | Advisory vote to approve the Company's named executive officer compensation.                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          450   |                0 | FOR         |                                    450   | FOR                         |  |
| HONEYWELL INTERNATIONAL INC.             | 438516106 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         3200   |                0 | FOR         |                                   3200   | FOR                         |  |
| HP INC.                                  | 40434L105 | 04/14/2025     | To approve, on an advisory basis, HP Inc.'s named executive officer compensation                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |       281702   |                0 | FOR         |                                 281702   | FOR                         |  |
| HUBBELL INCORPORATED                     | 443510607 | 05/06/2025     | To approve, by advisory vote, the compensation of our Named Executive Officers as presented in the 2025 Proxy Statement.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          200   |                0 | FOR         |                                    200   | 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 |         2270   |                0 | FOR         |                                   2270   | FOR                         |  |
| INGERSOLL RAND INC.                      | 45687V106 | 06/12/2025     | Non-binding vote to approve executive compensation.                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          150   |                0 | FOR         |                                    150   | FOR                         |  |
| INTEL CORPORATION                        | 458140100 | 05/06/2025     | Advisory vote on executive compensation (Say-On-Pay).                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |       736180   |                0 | FOR         |                                 736180   | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/29/2025     | Advisory Vote on Executive Compensation                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        20869.8 |                0 | FOR         |                                  20869.8 | FOR                         |  |
| INTERNATIONAL FLAVORS  FRAGRANCES INC.   | 459506101 | 05/01/2025     | Approve, on an advisory basis, the compensation of our named executive officers in 2024.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           75   |                0 | FOR         |                                     75   | FOR                         |  |
| IONQ, INC.                               | 46222L108 | 06/17/2025     | To approve, on an advisory basis, the compensation of the named executive officers identified in the 2024 Summary Compensation Table in the "Executive Compensation" section of the proxy statement (the "Say-on-Pay Vote").                                                         | SECTION 14A SAY-ON-PAY VOTES |          200   |                0 | FOR         |                                    200   | FOR                         |  |
| JAZZ PHARMACEUTICALS PLC                 | G50871105 | 07/25/2024     | To approve, on a non-binding advisory basis, the compensation of Jazz Pharmaceuticals plc's named executive officers as disclosed in the proxy statement.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         2782   |                0 | FOR         |                                   2782   | FOR                         |  |
| JAZZ PHARMACEUTICALS PLC                 | G50871105 | 07/25/2024     | To indicate, on a non-binding advisory basis, the preferred frequency of the advisory vote on the compensation of Jazz Pharmaceuticals plc's named executive officers.                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         2782   |                0 | 1 YEAR      |                                   2782   | FOR                         |  |
| JOHNSON  JOHNSON                         | 478160104 | 04/24/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        73860   |                0 | FOR         |                                  73860   | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         4975   |                0 | FOR         |                                   4975   | FOR                         |  |
| KEURIG DR PEPPER INC.                    | 49271V100 | 06/18/2025     | To approve, on an advisory basis, Keurig Dr Pepper Inc.'s executive compensation.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          600   |                0 | FOR         |                                    600   | FOR                         |  |
| KIMBERLY-CLARK CORPORATION               | 494368103 | 05/01/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          650   |                0 | FOR         |                                    650   | 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 |         7000   |                0 | FOR         |                                   7000   | 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 |          100   |                0 | FOR         |                                    100   | 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 |        16340   |                0 | FOR         |                                  16340   | FOR                         |  |
| LUMEN TECHNOLOGIES, INC.                 | 550241103 | 05/13/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         1275   |                0 | FOR         |                                   1275   | FOR                         |  |
| M BANK CORPORATION                       | 55261F104 | 04/15/2025     | TO APPROVE THE 2024 COMPENSATION OF M BANK CORPORATION'S NAMED EXECUTIVE OFFICERS.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         4046   |                0 | FOR         |                                   4046   | FOR                         |  |
| MADRIGAL PHARMACEUTICALS INC.            | 558868105 | 06/20/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           28   |                0 | FOR         |                                     28   | FOR                         |  |
| MADRIGAL PHARMACEUTICALS INC.            | 558868105 | 06/20/2025     | Advisory vote to approve the frequency of future advisory votes to approve executive compensation                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           28   |                0 | 1 YEAR      |                                     28   | FOR                         |  |
| MANULIFE FINANCIAL CORPORATION           | 56501R106 | 05/08/2025     | Advisory resolution accepting approach to executive compensation.                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         1247   |                0 | FOR         |                                   1247   | 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 |          500   |                0 | FOR         |                                    500   | 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 |          107   |                0 | FOR         |                                    107   | FOR                         |  |
| MASTERCARD INCORPORATED                  | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           65   |                0 | FOR         |                                     65   | FOR                         |  |
| MCDONALD'S CORPORATION                   | 580135101 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         1085   |                0 | FOR         |                                   1085   | FOR                         |  |
| MCKESSON CORPORATION                     | 58155Q103 | 07/31/2024     | Advisory vote on Executive Compensation.                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          705   |                0 | FOR         |                                    705   | FOR                         |  |
| MEDTRONIC PLC                            | G5960L103 | 10/17/2024     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          300   |                0 | FOR         |                                    300   | 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 |        91863   |                0 | FOR         |                                  91863   | FOR                         |  |
| MGM RESORTS INTERNATIONAL                | 552953101 | 05/07/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           75   |                0 | FOR         |                                     75   | FOR                         |  |
| MICRON TECHNOLOGY, INC.                  | 595112103 | 01/16/2025     | PROPOSAL BY THE COMPANY TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS AS DESCRIBED IN THE PROXY STATEMENT.                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          516   |                0 | FOR         |                                    516   | 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 |          500   |                0 | FOR         |                                    500   | FOR                         |  |
| MOHAWK INDUSTRIES, INC.                  | 608190104 | 05/22/2025     | Advisory vote to approve executive compensation, as disclosed in the Company's Proxy Statement for the 2025 Annual Meeting of Stockholders.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          152   |                0 | FOR         |                                    152   | FOR                         |  |
| MONDELEZ INTERNATIONAL, INC.             | 609207105 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          898   |                0 | FOR         |                                    898   | FOR                         |  |
| NBT BANCORP INC.                         | 628778102 | 05/20/2025     | To approve, on a non-binding, advisory basis, the compensation of NBT Bancorp Inc.'s named executive officers ("Say on Pay").                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| NESTLE S.A.                              | 641069406 | 04/16/2025     | Acceptance of the Compensation Report 2024 (advisory vote)                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          500   |                0 | FOR         |                                    500   | FOR                         |  |
| NETAPP, INC.                             | 64110D104 | 09/11/2024     | To hold an advisory vote to approve Named Executive Officer compensation.                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        16908   |                0 | FOR         |                                  16908   | 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 |         1150   |                0 | FOR         |                                   1150   | FOR                         |  |
| NUSCALE POWER CORPORATION                | 67079K100 | 05/23/2025     | An advisory vote to approve the Company's executive compensation.                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |       113679   |                0 | FOR         |                                 113679   | FOR                         |  |
| NUSCALE POWER CORPORATION                | 67079K100 | 05/23/2025     | An advisory vote to approve frequency of future advisory votes on the Company's executive compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |       113679   |                0 | 1 YEAR      |                                 113679   | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          995   |                0 | FOR         |                                    995   | FOR                         |  |
| NXP SEMICONDUCTORS N.V.                  | N6596X109 | 06/11/2025     | Non-binding, advisory vote to approve Named Executive Officer compensation                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         6022   |                0 | FOR         |                                   6022   | FOR                         |  |
| OCCIDENTAL PETROLEUM CORPORATION         | 674599105 | 05/02/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       367547   |                0 | FOR         |                                 367547   | FOR                         |  |
| OGE ENERGY CORP.                         | 670837103 | 05/15/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          300   |                0 | FOR         |                                    300   | FOR                         |  |
| ON SEMICONDUCTOR CORPORATION             | 682189105 | 05/15/2025     | Advisory vote to approve the compensation of our named executive officers (Say-on-Pay).                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          200   |                0 | FOR         |                                    200   | FOR                         |  |
| ONEOK, INC.                              | 682680103 | 05/21/2025     | An advisory vote to approve ONEOK, Inc.'s executive compensation.                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          200   |                0 | FOR         |                                    200   | FOR                         |  |
| ORACLE CORPORATION                       | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named Executive Officers.                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           25   |                0 | FOR         |                                     25   | 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 |       862265   |                0 | FOR         |                                 862265   | FOR                         |  |
| PARK NATIONAL CORPORATION                | 700658107 | 04/28/2025     | Approval of non-binding advisory resolution to approve the compensation of Park National Corporation's named executive officers.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           50   |                0 | FOR         |                                     50   | FOR                         |  |
| PATTERSON-UTI ENERGY, INC.               | 703481101 | 06/05/2025     | Approval, on an advisory basis, of Patterson-UTI's compensation of its named executive officers.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          500   |                0 | FOR         |                                    500   | FOR                         |  |
| PAYCHEX, INC.                            | 704326107 | 10/10/2024     | ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          400   |                0 | FOR         |                                    400   | FOR                         |  |
| PAYPAL HOLDINGS, INC.                    | 70450Y103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        30412   |                0 | FOR         |                                  30412   | FOR                         |  |
| PEPSICO, INC.                            | 713448108 | 05/07/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        21852   |                0 | FOR         |                                  21852   | FOR                         |  |
| PERMIAN RESOURCES CORPORATION            | 71424F105 | 05/21/2025     | To approve, by a non-binding advisory vote, the Company's named executive officer compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          500   |                0 | FOR         |                                    500   | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/24/2025     | 2025 advisory approval of executive compensation                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |       319181   |                0 | FOR         |                                 319181   | FOR                         |  |
| PHILIP MORRIS INTERNATIONAL INC.         | 718172109 | 05/07/2025     | Advisory Vote Approving Executive Compensation                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         2862   |                0 | FOR         |                                   2862   | 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 |         6156   |                0 | FOR         |                                   6156   | 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 |         6156   |                0 | 1 YEAR      |                                   6156   | 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 |          200   |                0 | FOR         |                                    200   | FOR                         |  |
| PUBLIC STORAGE                           | 74460D109 | 05/07/2025     | Advisory vote to approve the compensation of the Company's Named Executive Officers.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           25   |                0 | FOR         |                                     25   | 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 |       155180   |                0 | FOR         |                                 155180   | FOR                         |  |
| QUANTUM COMPUTING INC.                   | 74766W108 | 06/18/2025     | Approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement with respect to the Annual Meeting.                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          700   |                0 | FOR         |                                    700   | FOR                         |  |
| RAMACO RESOURCES, INC.                   | 75134P600 | 06/26/2025     | To approve, on an advisory basis, the compensation paid by the Company to its named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| RAMACO RESOURCES, INC.                   | 75134P501 | 06/26/2025     | To approve, on an advisory basis, the compensation paid by the Company to its named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           17   |                0 | FOR         |                                     17   | FOR                         |  |
| RAYONIER INC.                            | 754907103 | 05/15/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers as disclosed in the proxy statement.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          630   |                0 | FOR         |                                    630   | FOR                         |  |
| REALTY INCOME CORPORATION                | 756109104 | 05/13/2025     | A non-binding advisory proposal to approve the compensation of our named executive officers as described in the Proxy Statement.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            7   |                0 | FOR         |                                      7   | FOR                         |  |
| REPAY HOLDINGS CORPORATION               | 76029L100 | 06/12/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         3500   |                0 | FOR         |                                   3500   | FOR                         |  |
| RESTAURANT BRANDS INTERNATIONAL INC.     | 76131D103 | 06/03/2025     | Say-On-Pay: Approval, on a non-binding advisory basis, of the compensation paid to named executive officers.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         4913   |                0 | FOR         |                                   4913   | FOR                         |  |
| RIO TINTO PLC                            | 767204100 | 04/03/2025     | Approval of the Directors' Remuneration Report: Implementation Report                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        22031   |                0 | FOR         |                                  22031   | FOR                         |  |
| RIO TINTO PLC                            | 767204100 | 04/03/2025     | Approval of the Directors' Remuneration Report                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        22031   |                0 | FOR         |                                  22031   | FOR                         |  |
| ROYAL BANK OF CANADA ("RBC")             | 780087102 | 04/10/2025     | Advisory vote on the Bank's approach to executive compensation                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          290   |                0 | FOR         |                                    290   | FOR                         |  |
| RTX CORPORATION                          | 75513E101 | 05/01/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        11890   |                0 | FOR         |                                  11890   | 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 |           45   |                0 | FOR         |                                     45   | FOR                         |  |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | 806857108 | 04/02/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         3949   |                0 | FOR         |                                   3949   | FOR                         |  |
| SEALED AIR CORPORATION                   | 81211K100 | 05/29/2025     | Approval, as an advisory vote, of Sealed Air's 2024 executive compensation.                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          250   |                0 | FOR         |                                    250   | FOR                         |  |
| SENSATA TECHNOLOGIES HOLDING PLC         | G8060N102 | 06/10/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           15   |                0 | FOR         |                                     15   | FOR                         |  |
| SHOPIFY INC.                             | 82509L107 | 06/17/2025     | Non-binding Advisory Vote on Executive Compensation Non-binding advisory vote that the shareholders accept Shopify Inc.'s approach to executive compensation as disclosed in the Management Information Circular for the Meeting.                                                    | SECTION 14A SAY-ON-PAY VOTES |          500   |                0 | FOR         |                                    500   | FOR                         |  |
| SKYWORKS SOLUTIONS, INC.                 | 83088M102 | 05/14/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers, as described in the Company's Proxy Statement.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          205   |                0 | FOR         |                                    205   | FOR                         |  |
| SNOWFLAKE INC.                           | 833445109 | 07/02/2024     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          102   |                0 | FOR         |                                    102   | FOR                         |  |
| SOLVENTUM CORPORATION                    | 83444M101 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        46568   |                0 | FOR         |                                  46568   | FOR                         |  |
| SOLVENTUM CORPORATION                    | 83444M101 | 04/30/2025     | Advisory vote on frequency of advisory vote to approve executive compensation                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        46568   |                0 | 1 YEAR      |                                  46568   | FOR                         |  |
| SONOCO PRODUCTS COMPANY                  | 835495102 | 04/16/2025     | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         1078   |                0 | FOR         |                                   1078   | FOR                         |  |
| SOUTH BOW CORPORATION (THE "COMPANY")    | 83671M105 | 05/15/2025     | Accept the Company's approach to executive compensation, as set forth in the Circular.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| SOUTHWEST AIRLINES CO.                   | 844741108 | 05/14/2025     | Advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| 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 |          375   |                0 | FOR         |                                    375   | FOR                         |  |
| STATE STREET CORPORATION                 | 857477103 | 05/14/2025     | To approve an advisory proposal on executive compensation.                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          600   |                0 | FOR         |                                    600   | FOR                         |  |
| STRYKER CORPORATION                      | 863667101 | 05/08/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          100   |                0 | FOR         |                                    100   | FOR                         |  |
| SUNCOR ENERGY INC.                       | 867224107 | 05/06/2025     | To consider and, if deemed fit, approve an advisory resolution on Suncor's approach to executive compensation disclosed in the Management Proxy Circular of Suncor Energy Inc. dated February 26, 2025 (the "Circular").                                                             | SECTION 14A SAY-ON-PAY VOTES |         1145   |                0 | FOR         |                                   1145   | FOR                         |  |
| SYNCHRONY FINANCIAL                      | 87165B103 | 06/17/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         4432   |                0 | FOR         |                                   4432   | FOR                         |  |
| SYNOPSYS, INC.                           | 871607107 | 04/10/2025     | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the attached Proxy Statement.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           42   |                0 | FOR         |                                     42   | FOR                         |  |
| SYSCO CORPORATION                        | 871829107 | 11/15/2024     | To approve, by advisory vote, the compensation paid to Sysco's named executive officers, as disclosed in Sysco's 2024 proxy statement.                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          550   |                0 | FOR         |                                    550   | FOR                         |  |
| TAKE-TWO INTERACTIVE SOFTWARE, INC.      | 874054109 | 09/18/2024     | Approval, on a non-binding advisory basis, of the compensation of the Company's "named executive officers" as disclosed in the Proxy Statement.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            5   |                0 | FOR         |                                      5   | FOR                         |  |
| TAPESTRY, INC.                           | 876030107 | 11/14/2024     | Advisory vote to approve the Company's executive compensation, as discussed and described in the proxy statement.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          210   |                0 | FOR         |                                    210   | FOR                         |  |
| TC ENERGY CORPORATION                    | 87807B107 | 05/08/2025     | Resolution to accept TC Energy's approach to executive compensation, as described in the Management information circular.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         1110   |                0 | FOR         |                                   1110   | FOR                         |  |
| TE CONNECTIVITY PLC                      | G87052109 | 03/12/2025     | An advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          170   |                0 | FOR         |                                    170   | FOR                         |  |
| TENARIS, S.A.                            | 88031M109 | 05/06/2025     | Approval of the Company's compensation report for the year ended 31st December 2024.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           95   |                0 | FOR         |                                     95   | NONE                        |  |
| TEXAS INSTRUMENTS INCORPORATED           | 882508104 | 04/17/2025     | Board proposal regarding advisory approval of the Company's executive compensation.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         3300   |                0 | FOR         |                                   3300   | 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 |          270   |                0 | FOR         |                                    270   | FOR                         |  |
| THE CIGNA GROUP                          | 125523100 | 04/23/2025     | Advisory approval of executive compensation                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          225   |                0 | FOR         |                                    225   | FOR                         |  |
| THE CLOROX COMPANY                       | 189054109 | 11/20/2024     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          500   |                0 | FOR         |                                    500   | FOR                         |  |
| THE COCA-COLA COMPANY                    | 191216100 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        68201.1 |                0 | FOR         |                                  68201.1 | FOR                         |  |
| THE HERSHEY COMPANY                      | 427866108 | 05/06/2025     | Approve named executive officer compensation on a non-binding advisory basis.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         1681   |                0 | FOR         |                                   1681   | FOR                         |  |
| THE HOME DEPOT, INC.                     | 437076102 | 05/22/2025     | Advisory Vote to Approve Executive Compensation ("Say-on-Pay")                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        11403   |                0 | FOR         |                                  11403   | FOR                         |  |
| THE INTERPUBLIC GROUP OF COMPANIES, INC. | 460690100 | 03/18/2025     | IPG Compensation Proposal: Proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to IPG's named executive officers that is based on or otherwise relates to the merger.                                                     | SECTION 14A SAY-ON-PAY VOTES |        24310   |                0 | FOR         |                                  24310   | FOR                         |  |
| THE J. M. SMUCKER COMPANY                | 832696405 | 08/14/2024     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         2181   |                0 | FOR         |                                   2181   | FOR                         |  |
| THE KRAFT HEINZ COMPANY                  | 500754106 | 05/08/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |       181110   |                0 | FOR         |                                 181110   | 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 |         2700   |                0 | FOR         |                                   2700   | FOR                         |  |
| THE SOUTHERN COMPANY                     | 842587107 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         2550   |                0 | FOR         |                                   2550   | FOR                         |  |
| THE TORONTO-DOMINION BANK                | 891160509 | 04/10/2025     | Approach to executive compensation disclosed in the report of the Human Resources Committee and approach to executive compensation sections of the management proxy circular *Advisory Vote*                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         6047   |                0 | FOR         |                                   6047   | FOR                         |  |
| THE TRADE DESK, INC.                     | 88339J105 | 05/27/2025     | The approval, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          250   |                0 | FOR         |                                    250   | FOR                         |  |
| THE WALT DISNEY COMPANY                  | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation.                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         1250   |                0 | FOR         |                                   1250   | FOR                         |  |
| THE WENDY'S COMPANY                      | 95058W100 | 05/21/2025     | Advisory resolution to approve executive compensation.                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         1720   |                0 | FOR         |                                   1720   | FOR                         |  |
| THE WESTERN UNION COMPANY                | 959802109 | 05/15/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          900   |                0 | FOR         |                                    900   | FOR                         |  |
| THE WILLIAMS COMPANIES, INC.             | 969457100 | 04/29/2025     | Approve, on an Advisory Basis, the Compensation of our Named Executive Officers.                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         3875   |                0 | FOR         |                                   3875   | FOR                         |  |
| TOAST, INC.                              | 888787108 | 06/13/2025     | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           15   |                0 | FOR         |                                     15   | FOR                         |  |
| TRANE TECHNOLOGIES PLC                   | G8994E103 | 06/05/2025     | Advisory approval of the compensation of the Company's named executive officers.                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          275   |                0 | FOR         |                                    275   | FOR                         |  |
| TRUIST FINANCIAL CORPORATION             | 89832Q109 | 04/29/2025     | Advisory vote to approve Truist's executive compensation program.                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         1158   |                0 | FOR         |                                   1158   | 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 |       105684   |                0 | FOR         |                                 105684   | FOR                         |  |
| U.S. PHYSICAL THERAPY, INC.              | 90337L108 | 05/20/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           50   |                0 | FOR         |                                     50   | 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 |           50   |                0 | FOR         |                                     50   | FOR                         |  |
| UNITED BANKSHARES, INC.                  | 909907107 | 05/14/2025     | To approve, on an advisory basis, the compensation of United's named executive officers.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         3327   |                0 | FOR         |                                   3327   | FOR                         |  |
| UNITED THERAPEUTICS CORPORATION          | 91307C102 | 06/26/2025     | Advisory resolution to approve executive compensation.                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         1325   |                0 | FOR         |                                   1325   | FOR                         |  |
| VEOLIA ENVIRONNEMENT SA                  | 92334N103 | 04/24/2025     | Vote on the compensation paid during fiscal year 2024 or awarded in respect of the same fiscal year to Mr. Antoine Frérot, Chairman of the Board of Directors.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         1000   |                0 | FOR         |                                   1000   | FOR                         |  |
| VEOLIA ENVIRONNEMENT SA                  | 92334N103 | 04/24/2025     | Vote on the compensation paid during fiscal year 2024 or awarded in respect of the same fiscal year to Mrs. Estelle Brachlianoff, Chief Executive Officer.                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         1000   |                0 | FOR         |                                   1000   | FOR                         |  |
| VERIZON COMMUNICATIONS INC.              | 92343V104 | 05/22/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         3590   |                0 | FOR         |                                   3590   | FOR                         |  |
| VERTEX PHARMACEUTICALS INCORPORATED      | 92532F100 | 05/14/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         2926   |                0 | FOR         |                                   2926   | 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 |       652044   |                0 | FOR         |                                 652044   | 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 |          109   |                0 | FOR         |                                    109   | FOR                         |  |
| VISTRA CORP.                             | 92840M102 | 04/30/2025     | To approve, on a non-binding advisory basis, the 2024 compensation of the Company's named executive officers.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          500   |                0 | FOR         |                                    500   | FOR                         |  |
| VODAFONE GROUP PLC                       | 92857W308 | 07/30/2024     | To approve the Annual Report on Remuneration contained in the Remuneration Report of the Board for the year ended 31 March 2024.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         2450   |                0 | FOR         |                                   2450   | FOR                         |  |
| WABASH NATIONAL CORPORATION              | 929566107 | 05/14/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          275   |                0 | FOR         |                                    275   | FOR                         |  |
| WALGREENS BOOTS ALLIANCE, INC.           | 931427108 | 01/30/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |       616174   |                0 | FOR         |                                 616174   | FOR                         |  |
| WALMART INC.                             | 931142103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         1518   |                0 | FOR         |                                   1518   | FOR                         |  |
| WARNER BROS. DISCOVERY, INC.             | 934423104 | 06/02/2025     | To vote on an advisory resolution to approve the 2024 compensation of Warner Bros. Discovery, Inc.'s named executive officers, commonly referred to as a "Say-on-Pay" vote.                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          850   |                0 | FOR         |                                    850   | FOR                         |  |
| WATSCO, INC.                             | 942622200 | 06/02/2025     | To approve the advisory resolution regarding the compensation of our named executive officers.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           25   |                0 | FOR         |                                     25   | FOR                         |  |
| WELLS FARGO  COMPANY                     | 949746101 | 04/29/2025     | Advisory vote to approve executive compensation (Say on Pay).                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          300   |                0 | FOR         |                                    300   | FOR                         |  |
| WESBANCO, INC.                           | 950810101 | 04/16/2025     | To approve an advisory (non-binding) vote on compensation paid to Wesbanco's named executive officers.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         7845   |                0 | FOR         |                                   7845   | FOR                         |  |
| WILLIAMS-SONOMA, INC.                    | 969904101 | 06/11/2025     | An advisory vote to approve executive compensation                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           34   |                0 | FOR         |                                     34   | FOR                         |  |
| WK KELLOGG CO                            | 92942W107 | 05/01/2025     | A non-binding advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         5400   |                0 | FOR         |                                   5400   | FOR                         |  |
| ZIMMER BIOMET HOLDINGS, INC.             | 98956P102 | 05/29/2025     | Approve, on a non-binding advisory basis, named executive officer compensation ("Say on Pay").                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         1095   |                0 | FOR         |                                   1095   | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Philip James Wealth Mangement, LLC

**By (Signature):** Nicholas McElroy

**By (Printed Signature):** Nicholas McElroy

**By (Title):** President

**Date:** 07/21/2025