Spirit Of America Investment Fund N-PX Annual report of proxy voting record

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

FORM N-PX

ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT

INVESTMENT COMPANY

Investment Company Act File number: 811-08231

Spirit of America Investment Fund, Inc.

(Exact name of registrant as specified in charter)

477 Jericho Turnpike P.O. Box 9006 Syosset, NY 11791-9006

(Address of principal executive offices) (Zip code)

Mr. David Lerner

David Lerner Associates

477 Jericho Turnpike

P.O. Box 9006

Syosset, NY 11791-9006

(Name and address of agent for service)

Registrant's telephone number, including area code: 516-390-5565

Date of fiscal year end: December 31^st (Spirit of America Real Estate Income and Growth Fund, Spirit of America Large Cap Value Fund, Spirit of America Municipal Tax Free Bond Fund, Spirit of America Income Fund and Spirit of America Income & Opportunity Fund) November 30^th (Spirit of America Energy Fund)

Date of reporting period: 07/01/19 - 06/30/20

Form N-PX is to be used by a registered management investment company, other than a small business investment company registered on Form N-5 (Secs. 239.24 and 274.5 of this chapter), to file reports with the Commission, not later than August 31 of each year, containing the registrant's proxy voting record for the most recent twelve-month period ended June 30, pursuant to section 30 of the Investment Company Act of 1940 and rule 30b1-4 thereunder (17 CFR 270.30b1-4). The Commission may use the information provided on Form N-PX in its regulatory, disclosure review, inspection, and policymaking roles. A registrant is required to disclose the information specified by Form N-PX, and the Commission will make this information public. A registrant is not required to respond to the collection of information contained in Form N-PX unless the Form displays a currently valid Office of Management and Budget ("OMB") control number. Please direct comments concerning the accuracy of the information collection burden estimate and any suggestions for reducing the burden to the Secretary, Securities and Exchange Commission, 450 Fifth Street, NW, Washington, DC 20549-0609. The OMB has reviewed this collection of information under the clearance requirements of 44 U.S.C. Sec. 3507.

Spirit of America Real Estate Income and Growth Fund

Proxy Voting Record

July 1, 2019 – June 30, 2020

Investment Company Report

HEALTHCARE TRUST OF AMERICA, INC.

Security

42225P501

Meeting Type

Annual

Ticker Symbol

HTA

Meeting Date

09-Jul-2019

ISIN

US42225P5017

Agenda

935010188 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1a.

Election of Director: Scott D. Peters

Management

For

For

1b.

Election of Director: W. Bradley Blair, II

Management

For

For

1c.

Election of Director: Vicki U. Booth

Management

For

For

1d.

Election of Director: Maurice J. DeWald

Management

For

For

1e.

Election of Director: Warren D. Fix

Management

For

For

1f.

Election of Director: Peter N. Foss

Management

For

For

1g.

Election of Director: Daniel S. Henson

Management

For

For

1h.

Election of Director: Larry L. Mathis

Management

For

For

1i.

Election of Director: Gary T. Wescombe

Management

For

For

2.

To approve, on a non-binding, advisory basis, the compensation of our named executive officers.

Management

For

For

3.

The ratification of the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2019.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

5,000

0

10-Jun-2019

10-Jul-2019

BRAEMAR HOTELS & RESORTS INC.

Security

10482B101

Meeting Type

Annual

Ticker Symbol

BHR

Meeting Date

31-Jul-2019

ISIN

US10482B1017

Agenda

935059142 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Monty J. Bennett

For

For

2

Stefani D. Carter

For

For

3

Candace Evans

For

For

4

Kenneth H. Fearn

For

For

5

Curtis B. McWilliams

For

For

6

Matthew D. Rinaldi

For

For

7

Abteen Vaziri

For

For

2.

To ratify the appointment of BDO USA, LLP, a national public accounting firm, as our independent auditors for the fiscal year ending December 31, 2019.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

17,400

0

09-Jul-2019

10-Jul-2019

VORNADO REALTY TRUST

Security

929042109

Meeting Type

Special

Ticker Symbol

VNO

Meeting Date

07-Aug-2019

ISIN

US9290421091

Agenda

935054887 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

APPROVAL OF AN AMENDMENT TO THE COMPANY'S DECLARATION OF TRUST RELATED TO THE COMPANY'S QUALIFICATION AS A "DOMESTICALLY CONTROLLED QUALIFIED INVESTMENT ENTITY" WITHIN THE MEANING OF SECTION 897(H)(4)(B) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

4,600

0

17-Jul-2019

17-Jul-2019

SPIRIT MTA REIT

Security

84861U105

Meeting Type

Special

Ticker Symbol

SMTA

Meeting Date

04-Sep-2019

ISIN

US84861U1051

Agenda

935068684 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

To approve the Sale (constituting the sale of substantially all of the assets of Sprit MTA REIT ("SMTA")) pursuant to the terms and conditions of the Equity Purchase Agreement, dated as of June 2, 2019, among SMTA, SMTA Financing JV, LLC, Banner NewCo LLC and Hospitality Properties Trust (the "Sale Proposal")

Management

For

For

2.

To approve the Plan of Voluntary Liquidation of SMTA providing for the winding-up and complete liquidation of SMTA, and dissolution and termination of SMTA or the conversion of SMTA to another liquidating entity, subject to approval of the Sale Proposal and completion of the Sale (the "Liquidation Proposal")

Management

For

For

3.

To approve the adjournment of the special meeting, if necessary, to solicit additional votes to approve the Sale Proposal and/or the Liquidation Proposal (the "Adjournment Proposal")

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

1,140

0

21-Aug-2019

21-Aug-2019

BROOKFIELD PROPERTY PARTNERS L.P.

Security

G16249107

Meeting Type

Special

Ticker Symbol

BPY

Meeting Date

24-Oct-2019

ISIN

BMG162491077

Agenda

935078748 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1

THE ORDINARY RESOLUTION APPROVING THE UNIT OPTION PLAN.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

7,000

0

04-Oct-2019

04-Oct-2019

PARSLEY ENERGY, INC.

Security

701877102

Meeting Type

Special

Ticker Symbol

PE

Meeting Date

09-Jan-2020

ISIN

US7018771029

Agenda

935111942 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

Approve the issuance of shares of Class A common stock, par value $0.01 per share, of Parsley Energy, Inc. in connection with the merger contemplated by the Agreement and Plan of Merger, dated as of October 14, 2019, as amended from time to time.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

500

0

23-Dec-2019

23-Dec-2019

LIBERTY PROPERTY TRUST

Security

531172104

Meeting Type

Special

Ticker Symbol

LPT

Meeting Date

30-Jan-2020

ISIN

US5311721048

Agenda

935119710 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

To approve the merger of a newly created indirect wholly owned subsidiary of Liberty Property Trust ("Liberty") with and into Liberty, with Liberty continuing as the surviving entity and as an indirect wholly owned subsidiary of Leaf Holdco Property Trust, a current wholly owned subsidiary of Liberty, followed by the merger of Leaf Holdco Property Trust with and into Lambda REIT Acquisition LLC, a wholly owned subsidiary of Prologis, Inc., with Lambda REIT Acquisition LLC continuing as the surviving company.

Management

For

For

2.

To approve a non-binding advisory proposal to approve certain compensation that may be paid or become payable to certain named executive officers of Liberty in connection with the Company Mergers and the other transactions contemplated by the merger agreement.

Management

For

For

3.

To approve one or more adjournments of the Liberty special meeting to another date, time or place, if necessary, to solicit additional proxies in favor of the proposal to approve the Company Mergers on the terms and conditions set forth in the merger agreement.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

11,650

0

22-Jan-2020

22-Jan-2020

DIGITAL REALTY TRUST, INC.

Security

253868103

Meeting Type

Special

Ticker Symbol

DLR

Meeting Date

27-Feb-2020

ISIN

US2538681030

Agenda

935128137 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

To consider and vote on a proposal to approve the issuance of shares of common stock of Digital Realty Trust, Inc., which we refer to as DLR, to be paid by Digital Intrepid Holding B.V. (formerly known as DN 39J 7A B.V.), which we refer to as Buyer, to the shareholders of InterXion Holding N.V., which we refer to as INXN, in connection with the transactions contemplated by the purchase agreement, dated October 29, 2019, as amended, by and among DLR, INXN and Buyer (a copy of purchase agreement is attached as Annex A to accompanying proxy statement/prospectus).

Management

For

For

2.

To consider and vote on a proposal to approve one or more adjournments of the DLR special meeting to another date, time or place, if necessary or appropriate, to solicit additional proxies in favor of the proposal to approve the issuance of shares of DLR common stock in connection with the transactions contemplated by the purchase agreement.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

38,981

0

13-Feb-2020

13-Feb-2020

MAGELLAN MIDSTREAM PARTNERS,L.P.

Security

559080106

Meeting Type

Annual

Ticker Symbol

MMP

Meeting Date

23-Apr-2020

ISIN

US5590801065

Agenda

935136413 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Chansoo Joung

For

For

2

Michael N. Mears

For

For

3

James R. Montague

For

For

2.

Advisory Resolution to Approve Executive Compensation.

Management

For

For

3.

Ratification of Appointment of Independent Registered Public Accounting Firm for 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

7,700

0

12-Mar-2020

12-Mar-2020

HEALTHPEAK PROPERTIES, INC

Security

42250P103

Meeting Type

Annual

Ticker Symbol

PEAK

Meeting Date

23-Apr-2020

ISIN

US42250P1030

Agenda

935142947 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Brian G. Cartwright

Management

For

For

1B.

Election of Director: Christine N. Garvey

Management

For

For

1C.

Election of Director: R. Kent Griffin, Jr.

Management

For

For

1D.

Election of Director: David B. Henry

Management

For

For

1E.

Election of Director: Thomas M. Herzog

Management

For

For

1F.

Election of Director: Lydia H. Kennard

Management

For

For

1G.

Election of Director: Sara G. Lewis

Management

For

For

1H.

Election of Director: Katherine M. Sandstrom

Management

For

For

2.

Approval, on an advisory basis, of 2019 executive compensation.

Management

For

For

3.

Ratification of the appointment of Deloitte & Touche LLP as Healthpeak Properties, Inc.'s independent registered public accounting firm for the year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

21,768

0

23-Mar-2020

23-Mar-2020

CYRUSONE INC.

Security

23283R100

Meeting Type

Annual

Ticker Symbol

CONE

Meeting Date

27-Apr-2020

ISIN

US23283R1005

Agenda

935146159 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

David H. Ferdman

For

For

2

John W. Gamble, Jr.

For

For

3

Michael A. Klayko

For

For

4

T. Tod Nielsen

For

For

5

Alex Shumate

For

For

6

William E. Sullivan

For

For

7

Lynn A. Wentworth

For

For

2.

Advisory vote to approve the compensation of the Company's named executive officers

Management

For

For

3.

Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the year ending December 31, 2020

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

40,450

0

28-Mar-2020

28-Mar-2020

BRIXMOR PROPERTY GROUP INC

Security

11120U105

Meeting Type

Annual

Ticker Symbol

BRX

Meeting Date

28-Apr-2020

ISIN

US11120U1051

Agenda

935131514 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.1

Election of Director: James M. Taylor Jr.

Management

For

For

1.2

Election of Director: John G. Schreiber

Management

For

For

1.3

Election of Director: Michael Berman

Management

For

For

1.4

Election of Director: Julie Bowerman

Management

For

For

1.5

Election of Director: Sheryl M. Crosland

Management

For

For

1.6

Election of Director: Thomas W. Dickson

Management

For

For

1.7

Election of Director: Daniel B. Hurwitz

Management

For

For

1.8

Election of Director: William D. Rahm

Management

For

For

1.9

Election of Director: Gabrielle Sulzberger

Management

For

For

2.

To ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for 2020.

Management

For

For

3.

To approve, on a non-binding advisory basis, the compensation paid to our named executive officers.

Management

For

For

4.

To determine, on a non-binding advisory basis, the frequency of future non-binding advisory votes to approve the compensation paid to our named executive officers.

Management

1 Year

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

42,175

0

28-Mar-2020

28-Mar-2020

EQUITY LIFESTYLE PROPERTIES, INC.

Security

29472R108

Meeting Type

Annual

Ticker Symbol

ELS

Meeting Date

28-Apr-2020

ISIN

US29472R1086

Agenda

935144282 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Andrew Berkenfield

For

For

2

Philip Calian

For

For

3

David Contis

For

For

4

Constance Freedman

For

For

5

Thomas Heneghan

For

For

6

Tao Huang

For

For

7

Marguerite Nader

For

For

8

Scott Peppet

For

For

9

Sheli Rosenberg

For

For

10

Samuel Zell

For

For

2.

Ratification of the selection of Ernst & Young LLP as the Company's Independent Registered Public Accounting Firm for 2020.

Management

For

For

3.

Approval on a non-binding, advisory basis of our executive compensation as disclosed in the Proxy Statement.

Management

For

For

4.

Amendment of the Company's Charter to increase from 400,000,000 to 600,000,000 the number of shares of Common Stock the Company is authorized to issue.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

39,600

0

08-Apr-2020

08-Apr-2020

APARTMENT INVESTMENT AND MANAGEMENT CO.

Security

03748R754

Meeting Type

Annual

Ticker Symbol

AIV

Meeting Date

28-Apr-2020

ISIN

US03748R7540

Agenda

935147048 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.1

Election of Director: Terry Considine

Management

For

For

1.2

Election of Director: Thomas L. Keltner

Management

For

For

1.3

Election of Director: Robert A. Miller

Management

For

For

1.4

Election of Director: Devin I. Murphy

Management

For

For

1.5

Election of Director: Kathleen M. Nelson

Management

For

For

1.6

Election of Director: John D. Rayis

Management

For

For

1.7

Election of Director: Ann Sperling

Management

For

For

1.8

Election of Director: Michael A. Stein

Management

For

For

1.9

Election of Director: Nina L. Tran

Management

For

For

2.

Ratification of the selection of Ernst & Young LLP to serve as the independent registered public accounting firm for the year ending December 31, 2020.

Management

For

For

3.

Advisory vote on executive compensation.

Management

For

For

4.

Approval of the 2020 Employee Stock Purchase Plan.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

40,050

0

06-Apr-2020

06-Apr-2020

KIMCO REALTY CORPORATION

Security

49446R109

Meeting Type

Annual

Ticker Symbol

KIM

Meeting Date

28-Apr-2020

ISIN

US49446R1095

Agenda

935147985 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Milton Cooper

Management

For

For

1B.

Election of Director: Philip E. Coviello

Management

For

For

1C.

Election of Director: Conor C. Flynn

Management

For

For

1D.

Election of Director: Frank Lourenso

Management

For

For

1E.

Election of Director: Colombe M. Nicholas

Management

For

For

1F.

Election of Director: Mary Hogan Preusse

Management

For

For

1G.

Election of Director: Valerie Richardson

Management

For

For

1H.

Election of Director: Richard B. Saltzman

Management

For

For

2.

THE ADVISORY RESOLUTION TO APPROVE THE COMPANY'S EXECUTIVE COMPENSATION (AS MORE PARTICULARLY DESCRIBED IN THE PROXY STATEMENT).

Management

For

For

3.

RATIFICATION OF THE APPOINTMENT OF PRICEWATERHOUSECOOPERS LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE YEAR ENDING DECEMBER 31, 2020 (AS MORE PARTICULARLY DESCRIBED IN THE PROXY STATEMENT).

Management

For

For

4.

THE APPROVAL OF THE ADOPTION OF THE 2020 EQUITY PARTICIPATION PLAN (AS MORE PARTICULARLY DESCRIBED IN THE PROXY STATEMENT).

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

37,819

0

27-Mar-2020

27-Mar-2020

SOTHERLY HOTELS INC.

Security

83600C103

Meeting Type

Annual

Ticker Symbol

SOHO

Meeting Date

28-Apr-2020

ISIN

US83600C1036

Agenda

935153558 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

David R. Folsom

For

For

2

Andrew M. Sims

For

For

3

Maria L. Caldwell

For

For

4

G. Scott Gibson IV

For

For

5

Edward S. Stein

For

For

6

Herschel J. Walker

For

For

7

Gen. Anthony C. Zinni

For

For

2.

To ratify the appointment of Dixon Hughes Goodman LLP as independent registered public accounting firm for the Company for the fiscal year ending December 31, 2020.

Management

For

For

3.

An advisory and non-binding vote to approve executive compensation.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

49,000

0

06-Apr-2020

06-Apr-2020

DUKE REALTY CORPORATION

Security

264411505

Meeting Type

Annual

Ticker Symbol

DRE

Meeting Date

29-Apr-2020

ISIN

US2644115055

Agenda

935133493 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director for a one-year term ending at the 2021 Annual Meeting of Shareholders: John P. Case

Management

For

For

1B.

Election of Director for a one-year term ending at the 2021 Annual Meeting of Shareholders: James B. Connor

Management

For

For

1C.

Election of Director for a one-year term ending at the 2021 Annual Meeting of Shareholders: Ngaire E. Cuneo

Management

For

For

1D.

Election of Director for a one-year term ending at the 2021 Annual Meeting of Shareholders: Charles R. Eitel

Management

For

For

1E.

Election of Director for a one-year term ending at the 2021 Annual Meeting of Shareholders: Tamara D. Fischer

Management

For

For

1F.

Election of Director for a one-year term ending at the 2021 Annual Meeting of Shareholders: Norman K. Jenkins

Management

For

For

1G.

Election of Director for a one-year term ending at the 2021 Annual Meeting of Shareholders: Melanie R. Sabelhaus

Management

For

For

1H.

Election of Director for a one-year term ending at the 2021 Annual Meeting of Shareholders: Peter M. Scott, III

Management

For

For

1I.

Election of Director for a one-year term ending at the 2021 Annual Meeting of Shareholders: David P. Stockert

Management

For

For

1J.

Election of Director for a one-year term ending at the 2021 Annual Meeting of Shareholders: Chris Sultemeier

Management

For

For

1K.

Election of Director for a one-year term ending at the 2021 Annual Meeting of Shareholders: Michael E. Szymanczyk

Management

For

For

1L.

Election of Director for a one-year term ending at the 2021 Annual Meeting of Shareholders: Warren M. Thompson

Management

For

For

1M.

Election of Director for a one-year term ending at the 2021 Annual Meeting of Shareholders: Lynn C. Thurber

Management

For

For

2.

To vote on an advisory basis to approve the compensation of the Company's named executive officers as set forth in the proxy statement.

Management

For

For

3.

To ratify the reappointment of KPMG LLP as the Company's independent registered public accountants for the fiscal year 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

1,000

0

28-Mar-2020

28-Mar-2020

MARATHON PETROLEUM CORPORATION

Security

56585A102

Meeting Type

Annual

Ticker Symbol

MPC

Meeting Date

29-Apr-2020

ISIN

US56585A1025

Agenda

935144333 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

Approval of an amendment to the company's Restated Certificate of Incorporation to phase out the classified Board of Directors.

Management

For

For

2A.

Election of Class III Director: Steven A. Davis (One-year term expiring in 2021 if Item 1 is approved, or three year term expiring in 2023 if Item 1 is not approved).

Management

For

For

2B.

Election of Class III Director: J. Michael Stice (One-year term expiring in 2021 if Item 1 is approved, or three year term expiring in 2023 if Item 1 is not approved).

Management

For

For

2C.

Election of Class III Director: John P. Surma (One-year term expiring in 2021 if Item 1 is approved, or three year term expiring in 2023 if Item 1 is not approved).

Management

For

For

2D.

Election of Class III Director: Susan Tomasky (One-year term expiring in 2021 if Item 1 is approved, or three year term expiring in 2023 if Item 1 is not approved).

Management

For

For

3.

Ratification of the selection of PricewaterhouseCoopers LLP as the company's independent auditor for 2020.

Management

For

For

4.

Approval, on an advisory basis, of the company's named executive officer compensation.

Management

For

For

5.

Shareholder proposal seeking simple majority vote provisions.

Shareholder

For

For

6.

Shareholder proposal seeking a report on integrating community impacts into the company's executive compensation program.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

2,109

0

31-Mar-2020

31-Mar-2020

STARWOOD PROPERTY TRUST, INC.

Security

85571B105

Meeting Type

Annual

Ticker Symbol

STWD

Meeting Date

29-Apr-2020

ISIN

US85571B1052

Agenda

935145234 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Richard D. Bronson

For

For

2

Jeffrey G. Dishner

For

For

3

Camille J. Douglas

For

For

4

Solomon J. Kumin

For

For

5

Fred S. Ridley

For

For

6

Barry S. Sternlicht

For

For

7

Strauss Zelnick

For

For

2.

The approval on an advisory basis of the Company's executive compensation.

Management

Against

Against

3.

The ratification of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the calendar year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

37,550

0

31-Mar-2020

31-Mar-2020

PROLOGIS, INC.

Security

74340W103

Meeting Type

Annual

Ticker Symbol

PLD

Meeting Date

29-Apr-2020

ISIN

US74340W1036

Agenda

935145664 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Hamid R. Moghadam

Management

For

For

1B.

Election of Director: Cristina G. Bita

Management

For

For

1C.

Election of Director: George L. Fotiades

Management

For

For

1D.

Election of Director: Lydia H. Kennard

Management

For

For

1E.

Election of Director: Irving F. Lyons III

Management

For

For

1F.

Election of Director: Avid Modjtabai

Management

For

For

1G.

Election of Director: David P. O'Connor

Management

For

For

1H.

Election of Director: Olivier Piani

Management

For

For

1I.

Election of Director: Jeffrey L. Skelton

Management

For

For

1J.

Election of Director: Carl B. Webb

Management

For

For

1K.

Election of Director: William D. Zollars

Management

For

For

2.

Advisory Vote to Approve the Company's Executive Compensation for 2019

Management

Against

Against

3.

Vote to Approve the Prologis, Inc. 2020 Long-Term Incentive Plan

Management

For

For

4.

Vote to Approve an Amendment to our Articles of Incorporation to Increase the Number of Authorized Shares of Common Stock

Management

For

For

5.

Ratification of the Appointment of KPMG LLP as the Company's Independent Registered Public Accounting Firm for the Year 2020

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

98,320

0

02-Apr-2020

02-Apr-2020

REGENCY CENTERS CORPORATION

Security

758849103

Meeting Type

Annual

Ticker Symbol

REG

Meeting Date

29-Apr-2020

ISIN

US7588491032

Agenda

935146200 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Martin E. Stein, Jr.

Management

For

For

1B.

Election of Director: Joseph F. Azrack

Management

For

For

1C.

Election of Director: Bryce Blair

Management

For

For

1D.

Election of Director: C. Ronald Blankenship

Management

For

For

1E.

Election of Director: Deirdre J. Evens

Management

For

For

1F.

Election of Director: Thomas W. Furphy

Management

For

For

1G.

Election of Director: Karin M. Klein

Management

For

For

1H.

Election of Director: Peter D. Linneman

Management

For

For

1I.

Election of Director: David P. O'Connor

Management

For

For

1J.

Election of Director: Lisa Palmer

Management

For

For

1K.

Election of Director: Thomas G. Wattles

Management

For

For

2.

Adoption of an advisory resolution approving executive compensation for fiscal year 2019.

Management

For

For

3.

Ratification of appointment of KPMG LLP as the Company's independent accountants for the year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

12,200

0

03-Apr-2020

03-Apr-2020

STAG INDUSTRIAL, INC.

Security

85254J102

Meeting Type

Annual

Ticker Symbol

STAG

Meeting Date

29-Apr-2020

ISIN

US85254J1025

Agenda

935148228 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Benjamin S. Butcher

Management

For

For

1B.

Election of Director: Jit Kee Chin

Management

For

For

1C.

Election of Director: Virgis W. Colbert

Management

For

For

1D.

Election of Director: Michelle S. Dilley

Management

For

For

1E.

Election of Director: Jeffrey D. Furber

Management

For

For

1F.

Election of Director: Larry T. Guillemette

Management

For

For

1G.

Election of Director: Francis X. Jacoby III

Management

For

For

1H.

Election of Director: Christopher P. Marr

Management

For

For

1I.

Election of Director: Hans S. Weger

Management

For

For

2.

The ratification of the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the year ending December 31, 2020.

Management

For

For

3.

The approval, by non-binding vote, of executive compensation.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

42,350

0

03-Apr-2020

03-Apr-2020

CITY OFFICE REIT, INC.

Security

178587101

Meeting Type

Annual

Ticker Symbol

CIO

Meeting Date

30-Apr-2020

ISIN

US1785871013

Agenda

935142151 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: John McLernon

Management

For

For

1B.

Election of Director: James Farrar

Management

For

For

1C.

Election of Director: William Flatt

Management

For

For

1D.

Election of Director: Sabah Mirza

Management

For

For

1E.

Election of Director: Mark Murski

Management

For

For

1F.

Election of Director: John Sweet

Management

For

For

2.

To ratify the appointment of KPMG LLP as City Office REIT, Inc.'s independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

The approval, on an advisory basis, of the compensation of the named executive officers for 2019.

Management

For

For

4.

The approval, on an advisory basis, of the annual frequency of future advisory approvals on executive compensation of the named executive officers.

Management

1 Year

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

99,808

0

03-Apr-2020

03-Apr-2020

VALERO ENERGY CORPORATION

Security

91913Y100

Meeting Type

Annual

Ticker Symbol

VLO

Meeting Date

30-Apr-2020

ISIN

US91913Y1001

Agenda

935144484 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: H. Paulett Eberhart

Management

For

For

1B.

Election of Director: Joseph W. Gorder

Management

For

For

1C.

Election of Director: Kimberly S. Greene

Management

For

For

1D.

Election of Director: Deborah P. Majoras

Management

For

For

1E.

Election of Director: Eric D. Mullins

Management

For

For

1F.

Election of Director: Donald L. Nickles

Management

For

For

1G.

Election of Director: Philip J. Pfeiffer

Management

For

For

1H.

Election of Director: Robert A. Profusek

Management

For

For

1I.

Election of Director: Stephen M. Waters

Management

For

For

1J.

Election of Director: Randall J. Weisenburger

Management

For

For

1K.

Election of Director: Rayford Wilkins, Jr.

Management

For

For

2.

Ratify the appointment of KPMG LLP as Valero's independent registered public accounting firm for 2020.

Management

For

For

3.

Approve, by non-binding vote, the 2019 compensation of our named executive officers.

Management

For

For

4.

Approve 2020 Omnibus Stock Incentive Plan.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

2,100

0

03-Apr-2020

03-Apr-2020

WELLTOWER INC.

Security

95040Q104

Meeting Type

Annual

Ticker Symbol

WELL

Meeting Date

30-Apr-2020

ISIN

US95040Q1040

Agenda

935150021 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Kenneth J. Bacon

Management

For

For

1B.

Election of Director: Thomas J. DeRosa

Management

For

For

1C.

Election of Director: Karen B. DeSalvo

Management

For

For

1D.

Election of Director: Jeffrey H. Donahue

Management

For

For

1E.

Election of Director: Sharon M. Oster

Management

For

For

1F.

Election of Director: Sergio D. Rivera

Management

For

For

1G.

Election of Director: Johnese M. Spisso

Management

For

For

1H.

Election of Director: Kathryn M. Sullivan

Management

For

For

2.

The ratification of the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year 2020.

Management

For

For

3.

The approval, on an advisory basis, of the compensation of our named executive officers as disclosed in the 2020 Proxy Statement.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

30,500

0

03-Apr-2020

03-Apr-2020

RLJ LODGING TRUST

Security

74965L101

Meeting Type

Annual

Ticker Symbol

RLJ

Meeting Date

01-May-2020

ISIN

US74965L1017

Agenda

935167228 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.1

Election of Trustee for a term expiring at the 2021 annual meeting: Robert L. Johnson

Management

For

For

1.2

Election of Trustee for a term expiring at the 2021 annual meeting: Leslie D. Hale

Management

For

For

1.3

Election of Trustee for a term expiring at the 2021 annual meeting: Evan Bayh

Management

For

For

1.4

Election of Trustee for a term expiring at the 2021 annual meeting: Arthur R. Collins

Management

For

For

1.5

Election of Trustee for a term expiring at the 2021 annual meeting: Nathaniel A. Davis

Management

For

For

1.6

Election of Trustee for a term expiring at the 2021 annual meeting: Patricia L. Gibson

Management

For

For

1.7

Election of Trustee for a term expiring at the 2021 annual meeting: Robert M. La Forgia

Management

For

For

1.8

Election of Trustee for a term expiring at the 2021 annual meeting: Robert J. McCarthy

Management

For

For

1.9

Election of Trustee for a term expiring at the 2021 annual meeting: Glenda G. McNeal

Management

For

For

2.

To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for our fiscal year ending December 31, 2020.

Management

For

For

3.

To approve (on a non-binding basis) the compensation of our named executive officers.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

62,634

0

09-Apr-2020

09-Apr-2020

TERRENO REALTY CORPORATION

Security

88146M101

Meeting Type

Annual

Ticker Symbol

TRNO

Meeting Date

05-May-2020

ISIN

US88146M1018

Agenda

935141945 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: W. Blake Baird

Management

For

For

1B.

Election of Director: Michael A. Coke

Management

For

For

1C.

Election of Director: Linda Assante

Management

For

For

1D.

Election of Director: LeRoy E. Carlson

Management

For

For

1E.

Election of Director: David M. Lee

Management

For

For

1F.

Election of Director: Gabriela Franco Parcella

Management

For

For

1G.

Election of Director: Douglas M. Pasquale

Management

For

For

1H.

Election of Director: Dennis Polk

Management

For

For

2.

Adoption of a resolution to approve, on a non-binding advisory basis, the compensation of certain executives, as more fully described in the proxy statement.

Management

For

For

3.

Ratification of the appointment of Ernst & Young LLP as our independent registered certified public accounting firm for the 2020 fiscal year.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

31,775

0

31-Mar-2020

31-Mar-2020

PHILLIPS 66

Security

718546104

Meeting Type

Annual

Ticker Symbol

PSX

Meeting Date

06-May-2020

ISIN

US7185461040

Agenda

935152669 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Charles M. Holley

Management

For

For

1B.

Election of Director: Glenn F. Tilton

Management

For

For

1C.

Election of Director: Marna C. Whittington

Management

For

For

2.

To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for fiscal year 2020.

Management

For

For

3.

Advisory vote to approve our executive compensation.

Management

For

For

4.

Shareholder proposal requesting a report on risks of Gulf Coast petrochemical investments.

Shareholder

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

1,750

0

07-Apr-2020

07-Apr-2020

FEDERAL REALTY INVESTMENT TRUST

Security

313747206

Meeting Type

Annual

Ticker Symbol

FRT

Meeting Date

06-May-2020

ISIN

US3137472060

Agenda

935152998 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.1

Election of Trustee: Jon E. Bortz

Management

For

For

1.2

Election of Trustee: David W. Faeder

Management

For

For

1.3

Election of Trustee: Elizabeth I. Holland

Management

For

For

1.4

Election of Trustee: Mark S. Ordan

Management

For

For

1.5

Election of Trustee: Gail P. Steinel

Management

For

For

1.6

Election of Trustee: Joseph S. Vassalluzzo

Management

For

For

1.7

Election of Trustee: Donald C. Wood

Management

For

For

2.

To hold an advisory vote approving the compensation of our named executive officers.

Management

For

For

3.

To approve our 2020 Performance Incentive Plan.

Management

For

For

4.

To ratify the appointment of Grant Thornton LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

7,725

0

03-Apr-2020

03-Apr-2020

QTS REALTY TRUST, INC.

Security

74736A103

Meeting Type

Annual

Ticker Symbol

QTS

Meeting Date

06-May-2020

ISIN

US74736A1034

Agenda

935154106 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Chad L. Williams

For

For

2

John W. Barter

For

For

3

William O. Grabe

For

For

4

Catherine R. Kinney

For

For

5

Peter A. Marino

For

For

6

Scott D. Miller

For

For

7

Mazen Rawashdeh

For

For

8

Wayne M. Rehberger

For

For

9

Philip P. Trahanas

For

For

10

Stephen E. Westhead

For

For

2.

To approve, on a non-binding advisory basis, the compensation paid to the Company's named executive officers.

Management

Against

Against

3.

To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

64,350

0

08-Apr-2020

08-Apr-2020

DIAMONDROCK HOSPITALITY CO

Security

252784301

Meeting Type

Annual

Ticker Symbol

DRH

Meeting Date

06-May-2020

ISIN

US2527843013

Agenda

935157518 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: William W. McCarten

Management

For

For

1B.

Election of Director: Mark W. Brugger

Management

For

For

1C.

Election of Director: Timothy R. Chi

Management

For

For

1D.

Election of Director: Maureen L. McAvey

Management

For

For

1E.

Election of Director: Gilbert T. Ray

Management

For

For

1F.

Election of Director: William J. Shaw

Management

For

For

1G.

Election of Director: Bruce D. Wardinski

Management

For

For

1H.

Election of Director: Kathleen A. Wayton

Management

For

For

2.

To approve, on a non-binding, advisory basis, the compensation of the named executive officers, as disclosed in the proxy statement.

Management

For

For

3.

To ratify the appointment of KPMG LLP as the independent auditors for DiamondRock Hospitality Company for the fiscal year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

133,347

0

11-Apr-2020

11-Apr-2020

CUBESMART

Security

229663109

Meeting Type

Annual

Ticker Symbol

CUBE

Meeting Date

12-May-2020

ISIN

US2296631094

Agenda

935152633 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Piero Bussani

For

For

2

Dorothy Dowling

For

For

3

John W. Fain

For

For

4

Marianne M. Keler

For

For

5

Christopher P. Marr

For

For

6

Deborah Ratner Salzberg

For

For

7

John F. Remondi

For

For

8

Jeffrey F. Rogatz

For

For

2.

To ratify the appointment of KPMG LLP as our independent registered public accounting firm for the year ending December 31, 2020.

Management

For

For

3.

To cast an advisory vote to approve our executive compensation.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

17,750

0

16-Apr-2020

16-Apr-2020

REALTY INCOME CORPORATION

Security

756109104

Meeting Type

Annual

Ticker Symbol

O

Meeting Date

12-May-2020

ISIN

US7561091049

Agenda

935154930 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Kathleen R. Allen

Management

For

For

1B.

Election of Director: A. Larry Chapman

Management

For

For

1C.

Election of Director: Reginald H. Gilyard

Management

For

For

1D.

Election of Director: Priya Cherian Huskins

Management

For

For

1E.

Election of Director: Christie B. Kelly

Management

For

For

1F.

Election of Director: Gerardo I. Lopez

Management

For

For

1G.

Election of Director: Michael D. McKee

Management

For

For

1H.

Election of Director: Gregory T. McLaughlin

Management

For

For

1I.

Election of Director: Ronald L. Merriman

Management

For

For

1J.

Election of Director: Sumit Roy

Management

For

For

2.

Ratification of the appointment of KPMG LLP as the Independent Registered Public Accounting Firm for Fiscal Year Ending December 31, 2020.

Management

For

For

3.

Non-binding advisory vote to approve the compensation of our named executive officers.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

18,480

0

17-Apr-2020

17-Apr-2020

ESSEX PROPERTY TRUST, INC.

Security

297178105

Meeting Type

Annual

Ticker Symbol

ESS

Meeting Date

12-May-2020

ISIN

US2971781057

Agenda

935159930 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Keith R. Guericke

For

For

2

Maria R. Hawthorne

For

For

3

Amal M. Johnson

For

For

4

Mary Kasaris

For

For

5

Irving F. Lyons, III

For

For

6

George M. Marcus

For

For

7

Thomas E. Robinson

For

For

8

Michael J. Schall

For

For

9

Byron A. Scordelis

For

For

2.

Ratification of the appointment of KPMG LLP as the independent registered public accounting firm for the Company for the year ending December 31, 2020.

Management

For

For

3.

Advisory vote to approve the Company's named executive officer compensation.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

8,336

0

21-Apr-2020

21-Apr-2020

AVALONBAY COMMUNITIES, INC.

Security

053484101

Meeting Type

Annual

Ticker Symbol

AVB

Meeting Date

12-May-2020

ISIN

US0534841012

Agenda

935161238 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Glyn F. Aeppel

Management

For

For

1B.

Election of Director: Terry S. Brown

Management

For

For

1C.

Election of Director: Alan B. Buckelew

Management

For

For

1D.

Election of Director: Ronald L. Havner, Jr.

Management

For

For

1E.

Election of Director: Stephen P. Hills

Management

For

For

1F.

Election of Director: Richard J. Lieb

Management

For

For

1G.

Election of Director: Timothy J. Naughton

Management

For

For

1H.

Election of Director: H. Jay Sarles

Management

For

For

1I.

Election of Director: Susan Swanezy

Management

For

For

1J.

Election of Director: W. Edward Walter

Management

For

For

2.

To ratify the selection of Ernst & Young LLP as the Company's independent auditors for the year ending December 31, 2020.

Management

For

For

3.

To adopt a resolution approving, on a non-binding advisory basis, the compensation paid to the Company's Named Executive Officers, as disclosed pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, compensation tables and narrative discussion set forth in the proxy statement.

Management

For

For

4.

To amend the Company's Charter to eliminate the stockholder supermajority voting requirements for approval of future Charter amendments and other extraordinary actions.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

11,690

0

20-Apr-2020

20-Apr-2020

SIMON PROPERTY GROUP, INC.

Security

828806109

Meeting Type

Annual

Ticker Symbol

SPG

Meeting Date

12-May-2020

ISIN

US8288061091

Agenda

935163864 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1a.

Election of Director: Glyn F. Aeppel

Management

For

For

1b.

Election of Director: Larry C. Glasscock

Management

For

For

1c.

Election of Director: Karen N. Horn, Ph.D.

Management

For

For

1d.

Election of Director: Allan Hubbard

Management

For

For

1e.

Election of Director: Reuben S. Leibowitz

Management

For

For

1f.

Election of Director: Gary M. Rodkin

Management

For

For

1g.

Election of Director: Stefan M. Selig

Management

For

For

1h.

Election of Director: Daniel C. Smith, Ph.D.

Management

For

For

1i.

Election of Director: J. Albert Smith, Jr.

Management

For

For

1j.

Election of Director: Marta R. Stewart

Management

For

For

2.

An advisory vote to approve the compensation of our Named Executive Officers.

Management

For

For

3.

Ratification of Ernst & Young LLP as our independent registered public accounting firm for 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

5,143

0

21-Apr-2020

21-Apr-2020

CAMDEN PROPERTY TRUST

Security

133131102

Meeting Type

Annual

Ticker Symbol

CPT

Meeting Date

13-May-2020

ISIN

US1331311027

Agenda

935154485 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Richard J. Campo

For

For

2

Heather J. Brunner

For

For

3

Mark D. Gibson

For

For

4

Scott S. Ingraham

For

For

5

Renu Khator

For

For

6

D. Keith Oden

For

For

7

William F. Paulsen

For

For

8

F.A Sevilla-Sacasa

For

For

9

Steven A. Webster

For

For

10

Kelvin R. Westbrook

For

For

2.

Ratification of Deloitte & Touche LLP as the independent registered public accounting firm.

Management

For

For

3.

Approval, by an advisory vote, of executive compensation.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

15,150

0

22-Apr-2020

22-Apr-2020

KINDER MORGAN, INC.

Security

49456B101

Meeting Type

Annual

Ticker Symbol

KMI

Meeting Date

13-May-2020

ISIN

US49456B1017

Agenda

935159043 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Richard D. Kinder

Management

For

For

1B.

Election of Director: Steven J. Kean

Management

For

For

1C.

Election of Director: Kimberly A. Dang

Management

For

For

1D.

Election of Director: Ted A. Gardner

Management

For

For

1E.

Election of Director: Anthony W. Hall, Jr.

Management

For

For

1F.

Election of Director: Gary L. Hultquist

Management

For

For

1G.

Election of Director: Ronald L. Kuehn, Jr.

Management

For

For

1H.

Election of Director: Deborah A. Macdonald

Management

For

For

1I.

Election of Director: Michael C. Morgan

Management

For

For

1J.

Election of Director: Arthur C. Reichstetter

Management

For

For

1K.

Election of Director: Fayez Sarofim

Management

For

For

1L.

Election of Director: C. Park Shaper

Management

For

For

1M.

Election of Director: William A. Smith

Management

For

For

1N.

Election of Director: Joel V. Staff

Management

For

For

1O.

Election of Director: Robert F. Vagt

Management

For

For

1P.

Election of Director: Perry M. Waughtal

Management

For

For

2.

Ratification of the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2020

Management

For

For

3.

Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement.

Management

Against

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

2,500

0

21-Apr-2020

21-Apr-2020

SUMMIT HOTEL PROPERTIES INC

Security

866082100

Meeting Type

Annual

Ticker Symbol

INN

Meeting Date

14-May-2020

ISIN

US8660821005

Agenda

935151693 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Daniel P. Hansen

Management

For

For

1B.

Election of Director: Bjorn R.L. Hanson

Management

For

For

1C.

Election of Director: Jeffrey W. Jones

Management

For

For

1D.

Election of Director: Kenneth J. Kay

Management

For

For

1E.

Election of Director: Thomas W. Storey

Management

For

For

1F.

Election of Director: Hope S. Taitz

Management

For

For

2.

Ratify the appointment of ERNST & YOUNG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

Approve an advisory (non-binding) resolution on executive compensation.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

9,500

0

23-Apr-2020

23-Apr-2020

ASHFORD INC.

Security

044104107

Meeting Type

Annual

Ticker Symbol

AINC

Meeting Date

14-May-2020

ISIN

US0441041078

Agenda

935155196 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Monty J. Bennett

For

For

2

Dinesh P. Chandiramani

For

For

3

Darrell T. Hail

For

For

4

J. Robison Hays, III

For

For

5

Uno Immanivong

For

For

6

W. Michael Murphy

For

For

7

Brian Wheeler

For

For

2.

To obtain advisory approval of the Company's executive compensation.

Management

For

For

3.

To recommend, on an advisory basis, the frequency of future advisory votes on the compensation of the Company's named executive officers.

Management

1 Year

For

4.

To ratify the appointment of BDO USA, LLP, a national public accounting firm, as the Company's independent auditors for the fiscal year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

81

0

23-Apr-2020

23-Apr-2020

BRAEMAR HOTELS & RESORTS INC.

Security

10482B101

Meeting Type

Annual

Ticker Symbol

BHR

Meeting Date

14-May-2020

ISIN

US10482B1017

Agenda

935155932 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Monty J. Bennett

For

For

2

Stefani D. Carter

For

For

3

Candace Evans

For

For

4

Kenneth H. Fearn, Jr.

For

For

5

Curtis B. McWilliams

For

For

6

Matthew D. Rinaldi

For

For

7

Abteen Vaziri

For

For

2.

To obtain advisory approval of the Company's executive compensation.

Management

For

For

3.

To recommend, on an advisory basis, the frequency of future advisory votes on the compensation of the Company's named executive officers.

Management

1 Year

For

4.

To ratify the appointment of BDO USA, LLP, a national public accounting firm, as the Company's independent auditors for the fiscal year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

8,108

0

23-Apr-2020

23-Apr-2020

APPLE HOSPITALITY REIT, INC.

Security

03784Y200

Meeting Type

Annual

Ticker Symbol

APLE

Meeting Date

14-May-2020

ISIN

US03784Y2000

Agenda

935156605 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Glenn W. Bunting

For

For

2

Jon A. Fosheim

For

For

3

Kristian M. Gathright

For

For

4

Glade M. Knight

For

For

5

Justin G. Knight

For

For

6

Blythe J. McGarvie

For

For

7

Daryl A. Nickel

For

For

8

L. Hugh Redd

For

For

2.

Approval on an advisory basis of executive compensation paid by the Company.

Management

Against

Against

3.

Ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm to serve for 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

49,210

0

22-Apr-2020

22-Apr-2020

CROWN CASTLE INTERNATIONAL CORP

Security

22822V101

Meeting Type

Annual

Ticker Symbol

CCI

Meeting Date

14-May-2020

ISIN

US22822V1017

Agenda

935157823 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: P. Robert Bartolo

Management

For

For

1B.

Election of Director: Jay A. Brown

Management

For

For

1C.

Election of Director: Cindy Christy

Management

For

For

1D.

Election of Director: Ari Q. Fitzgerald

Management

For

For

1E.

Election of Director: Robert E. Garrison II

Management

For

For

1F.

Election of Director: Andrea J. Goldsmith

Management

For

For

1G.

Election of Director: Lee W. Hogan

Management

For

For

1H.

Election of Director: Edward C. Hutcheson, Jr.

Management

For

For

1I.

Election of Director: J. Landis Martin

Management

For

For

1J.

Election of Director: Robert F. McKenzie

Management

For

For

1K.

Election of Director: Anthony J. Melone

Management

For

For

1L.

Election of Director: W. Benjamin Moreland

Management

For

For

2.

The ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accountants for fiscal year 2020.

Management

For

For

3.

The non-binding, advisory vote to approve the compensation of the Company's named executive officers.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

5,150

0

21-Apr-2020

21-Apr-2020

EXTRA SPACE STORAGE INC.

Security

30225T102

Meeting Type

Annual

Ticker Symbol

EXR

Meeting Date

14-May-2020

ISIN

US30225T1025

Agenda

935158712 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.1

Election of Director: Kenneth M. Woolley

Management

For

For

1.2

Election of Director: Joseph D. Margolis

Management

For

For

1.3

Election of Director: Roger B. Porter

Management

For

For

1.4

Election of Director: Joseph J. Bonner

Management

For

For

1.5

Election of Director: Gary L. Crittenden

Management

For

For

1.6

Election of Director: Ashley Dreier

Management

For

For

1.7

Election of Director: Spencer F. Kirk

Management

For

For

1.8

Election of Director: Dennis J. Letham

Management

For

For

1.9

Election of Director: Diane Olmstead

Management

For

For

2.

Ratification of the appointment of Ernst & Young LLP as the Company's Independent Registered Public Accounting Firm.

Management

For

For

3.

Advisory vote on the compensation of the Company's named executive officers.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

12,595

0

22-Apr-2020

22-Apr-2020

VORNADO REALTY TRUST

Security

929042109

Meeting Type

Annual

Ticker Symbol

VNO

Meeting Date

14-May-2020

ISIN

US9290421091

Agenda

935163511 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Steven Roth

For

For

2

Candace K. Beinecke

For

For

3

Michael D. Fascitelli

For

For

4

Beatrice Hamza Bassey

For

For

5

William W. Helman IV

For

For

6

David M. Mandelbaum

For

For

7

Mandakini Puri

For

For

8

Daniel R. Tisch

For

For

9

Richard R. West

For

For

10

Russell B. Wight, Jr.

For

For

2.

RATIFICATION OF THE APPOINTMENT OF DELOITTE & TOUCHE LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE CURRENT FISCAL YEAR.

Management

For

For

3.

NON-BINDING, ADVISORY RESOLUTION ON EXECUTIVE COMPENSATION.

Management

Against

Against

4.

APPROVAL OF AMENDMENTS TO THE COMPANY'S 2019 OMNIBUS SHARE PLAN.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

2,850

0

22-Apr-2020

22-Apr-2020

WEYERHAEUSER COMPANY

Security

962166104

Meeting Type

Annual

Ticker Symbol

WY

Meeting Date

15-May-2020

ISIN

US9621661043

Agenda

935163939 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Mark A. Emmert

Management

For

For

1B.

Election of Director: Rick R. Holley

Management

For

For

1C.

Election of Director: Sara Grootwassink Lewis

Management

For

For

1D.

Election of Director: Al Monaco

Management

For

For

1E.

Election of Director: Nicole W. Piasecki

Management

For

For

1F.

Election of Director: Marc F. Racicot

Management

For

For

1G.

Election of Director: Lawrence A. Selzer

Management

For

For

1H.

Election of Director: D. Michael Steuert

Management

For

For

1I.

Election of Director: Devin W. Stockfish

Management

For

For

1J.

Election of Director: Kim Williams

Management

For

For

1K.

Election of Director: Charles R. Williamson

Management

For

For

2.

Approval, on an advisory basis, of the compensation of the named executive officers.

Management

For

For

3.

Ratification of selection of independent registered public accounting firm for 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

500

0

21-Apr-2020

21-Apr-2020

AMERICAN TOWER CORPORATION

Security

03027X100

Meeting Type

Annual

Ticker Symbol

AMT

Meeting Date

18-May-2020

ISIN

US03027X1000

Agenda

935169450 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Thomas A. Bartlett

Management

For

For

1B.

Election of Director: Raymond P. Dolan

Management

For

For

1C.

Election of Director: Robert D. Hormats

Management

For

For

1D.

Election of Director: Gustavo Lara Cantu

Management

For

For

1E.

Election of Director: Grace D. Lieblein

Management

For

For

1F.

Election of Director: Craig Macnab

Management

For

For

1G.

Election of Director: JoAnn A. Reed

Management

For

For

1H.

Election of Director: Pamela D.A. Reeve

Management

For

For

1I.

Election of Director: David E. Sharbutt

Management

For

For

1J.

Election of Director: Bruce L. Tanner

Management

For

For

1K.

Election of Director: Samme L. Thompson

Management

For

For

2.

To ratify the selection of Deloitte & Touche LLP as the Company's independent registered public accounting firm for 2020.

Management

For

For

3.

To approve, on an advisory basis, the Company's executive compensation.

Management

For

For

4.

To require periodic reports on political contributions and expenditures.

Shareholder

Against

For

5.

To amend the bylaws to reduce the ownership threshold required to call a special meeting of the stockholders.

Shareholder

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

2,950

0

26-Apr-2020

26-Apr-2020

VENTAS, INC.

Security

92276F100

Meeting Type

Annual

Ticker Symbol

VTR

Meeting Date

18-May-2020

ISIN

US92276F1003

Agenda

935171645 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

Approval, on an advisory basis, of our executive compensation.

Management

For

For

2A.

Election of Director: Melody C. Barnes

Management

For

For

2B.

Election of Director: Debra A. Cafaro

Management

For

For

2C.

Election of Director: Jay M. Gellert

Management

For

For

2D.

Election of Director: Richard I. Gilchrist

Management

For

For

2E.

Election of Director: Matthew J. Lustig

Management

For

For

2F.

Election of Director: Roxanne M. Martino

Management

For

For

2G.

Election of Director: Sean P. Nolan

Management

For

For

2H.

Election of Director: Walter C. Rakowich

Management

For

For

2I.

Election of Director: Robert D. Reed

Management

For

For

2J.

Election of Director: James D. Shelton

Management

For

For

3.

Ratification of the selection of KPMG LLP as the independent registered public accounting firm for fiscal year 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

11,650

0

21-Apr-2020

21-Apr-2020

MID-AMERICA APARTMENT COMMUNITIES, INC.

Security

59522J103

Meeting Type

Annual

Ticker Symbol

MAA

Meeting Date

19-May-2020

ISIN

US59522J1034

Agenda

935160604 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: H. Eric Bolton, Jr.

Management

For

For

1B.

Election of Director: Russell R. French

Management

For

For

1C.

Election of Director: Alan B. Graf, Jr.

Management

For

For

1D.

Election of Director: Toni Jennings

Management

For

For

1E.

Election of Director: James K. Lowder

Management

For

For

1F.

Election of Director: Thomas H. Lowder

Management

For

For

1G.

Election of Director: Monica McGurk

Management

For

For

1H.

Election of Director: Claude B. Nielsen

Management

For

For

1I.

Election of Director: Philip W. Norwood

Management

For

For

1J.

Election of Director: W. Reid Sanders

Management

For

For

1K.

Election of Director: Gary Shorb

Management

For

For

1L.

Election of Director: David P. Stockert

Management

For

For

2.

Advisory (non-binding) vote to approve the compensation of our named executive officers as disclosed in the proxy statement.

Management

For

For

3.

Ratification of appointment of Ernst & Young LLP as independent registered public accounting firm for fiscal year 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

12,522

0

25-Apr-2020

25-Apr-2020

PEBBLEBROOK HOTEL TRUST

Security

70509V100

Meeting Type

Annual

Ticker Symbol

PEB

Meeting Date

19-May-2020

ISIN

US70509V1008

Agenda

935165363 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Trustee: Jon E. Bortz

Management

For

For

1B.

Election of Trustee: Cydney C. Donnell

Management

For

For

1C.

Election of Trustee: Ron E. Jackson

Management

For

For

1D.

Election of Trustee: Phillip M. Miller

Management

For

For

1E.

Election of Trustee: Michael J. Schall

Management

For

For

1F.

Election of Trustee: Bonny W. Simi

Management

For

For

1G.

Election of Trustee: Earl E. Webb

Management

For

For

2.

Ratification of the appointment of KPMG LLP to serve as our independent registered public accountants for the year ending December 31, 2020.

Management

For

For

3.

Advisory vote approving the compensation of our named executive officers ("Say-On-Pay").

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

36,331

0

26-Apr-2020

26-Apr-2020

LEXINGTON REALTY TRUST

Security

529043101

Meeting Type

Annual

Ticker Symbol

LXP

Meeting Date

19-May-2020

ISIN

US5290431015

Agenda

935172142 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

T. Wilson Eglin

For

For

2

Richard S. Frary

For

For

3

Lawrence L. Gray

For

For

4

Jamie Handwerker

For

For

5

Claire A. Koeneman

For

For

6

Howard Roth

For

For

2.

An advisory, non-binding resolution to approve the compensation of our named executive officers, as disclosed in the proxy statement for the 2020 Annual Meeting of Shareholders.

Management

For

For

3.

Ratification of the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

2,700

0

21-Apr-2020

21-Apr-2020

KILROY REALTY CORPORATION

Security

49427F108

Meeting Type

Annual

Ticker Symbol

KRC

Meeting Date

19-May-2020

ISIN

US49427F1084

Agenda

935174285 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: John Kilroy

Management

For

For

1B.

Election of Director: Edward Brennan, PhD

Management

For

For

1C.

Election of Director: Jolie Hunt

Management

For

For

1D.

Election of Director: Scott Ingraham

Management

For

For

1E.

Election of Director: Gary Stevenson

Management

For

For

1F.

Election of Director: Peter Stoneberg

Management

For

For

2.

Approval, on an advisory basis, of the compensation of the Company's named executive officers.

Management

Against

Against

3.

Approval of the amendment and restatement of the Company's 2006 Incentive Award Plan.

Management

For

For

4.

Approval of an amendment and restatement of our Charter to increase the number of shares of common stock that we are authorized to issue from 150,000,000 to 280,000,000.

Management

For

For

5.

Ratification of the appointment of Deloitte & Touche LLP as the Company's independent auditor for the fiscal year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

16,315

0

29-Apr-2020

29-Apr-2020

DIVERSIFIED HEALTHCARE TRUST

Security

25525P107

Meeting Type

Annual

Ticker Symbol

DHC

Meeting Date

19-May-2020

ISIN

US25525P1075

Agenda

935187814 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Independent Class III Trustee: Jeffrey P. Somers

Management

For

For

2.

Approve an amendment to the Company's Declaration of Trust to provide for the annual election of all Trustees.

Management

For

For

3.

Advisory vote to approve executive compensation.

Management

For

For

4.

Ratification of the appointment of Ernst & Young LLP as independent auditors to serve for the 2020 fiscal year.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

2,900

0

28-Apr-2020

28-Apr-2020

BOSTON PROPERTIES, INC.

Security

101121101

Meeting Type

Annual

Ticker Symbol

BXP

Meeting Date

20-May-2020

ISIN

US1011211018

Agenda

935169955 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Joel I. Klein

Management

For

For

1B.

Election of Director: Kelly A. Ayotte

Management

For

For

1C.

Election of Director: Bruce W. Duncan

Management

For

For

1D.

Election of Director: Karen E. Dykstra

Management

For

For

1E.

Election of Director: Carol B. Einiger

Management

For

For

1F.

Election of Director: Diane J. Hoskins

Management

For

For

1G.

Election of Director: Douglas T. Linde

Management

For

For

1H.

Election of Director: Matthew J. Lustig

Management

For

For

1I.

Election of Director: Owen D. Thomas

Management

For

For

1J.

Election of Director: David A. Twardock

Management

For

For

1K.

Election of Director: William H. Walton, III

Management

For

For

2.

To approve, by non-binding, advisory resolution, the Company's named executive officer compensation.

Management

For

For

3.

To ratify the Audit Committee's appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

��

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

12,865

0

29-Apr-2020

29-Apr-2020

CORESITE REALTY CORPORATION

Security

21870Q105

Meeting Type

Annual

Ticker Symbol

COR

Meeting Date

20-May-2020

ISIN

US21870Q1058

Agenda

935178372 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Robert G. Stuckey

For

For

2

Paul E. Szurek

For

For

3

James A. Attwood, Jr.

For

For

4

Jean A. Bua

For

For

5

Kelly C. Chambliss

For

For

6

Michael R. Koehler

For

For

7

J. David Thompson

For

For

8

David A. Wilson

For

For

2.

Ratification of the appointment of KPMG LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

The advisory vote to approve the compensation of our named executive officers.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

29,425

0

28-Apr-2020

28-Apr-2020

HUDSON PACIFIC PROPERTIES, INC.

Security

444097109

Meeting Type

Annual

Ticker Symbol

HPP

Meeting Date

20-May-2020

ISIN

US4440971095

Agenda

935191659 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Victor J. Coleman

Management

For

For

1B.

Election of Director: Theodore R. Antenucci

Management

For

For

1C.

Election of Director: Richard B. Fried

Management

For

For

1D.

Election of Director: Jonathan M. Glaser

Management

Against

Against

1E.

Election of Director: Robert L. Harris

Management

For

For

1F.

Election of Director: Christy Haubegger

Management

For

For

1G.

Election of Director: Mark D. Linehan

Management

For

For

1H.

Election of Director: Robert M. Moran

Management

For

For

1I.

Election of Director: Barry A. Porter

Management

For

For

1J.

Election of Director: Andrea Wong

Management

For

For

2.

The ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

The advisory approval of the Company's executive compensation for the fiscal year ended December 31, 2019, as more fully described in the accompanying proxy statement.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

39,100

0

30-Apr-2020

30-Apr-2020

HUDSON PACIFIC PROPERTIES, INC.

Security

444097109

Meeting Type

Annual

Ticker Symbol

HPP

Meeting Date

20-May-2020

ISIN

US4440971095

Agenda

935220296 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Victor J. Coleman

Management

For

For

1B.

Election of Director: Theodore R. Antenucci

Management

For

For

1C.

Election of Director: Richard B. Fried

Management

For

For

1D.

Election of Director: Jonathan M. Glaser

Management

Against

Against

1E.

Election of Director: Robert L. Harris

Management

For

For

1F.

Election of Director: Christy Haubegger

Management

For

For

1G.

Election of Director: Mark D. Linehan

Management

For

For

1H.

Election of Director: Robert M. Moran

Management

For

For

1I.

Election of Director: Barry A. Porter

Management

For

For

1J.

Election of Director: Andrea Wong

Management

For

For

2.

The ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

The advisory approval of the Company's executive compensation for the fiscal year ended December 31, 2019, as more fully described in the accompanying proxy statement.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

37,100

0

15-May-2020

15-May-2020

UDR, INC.

Security

902653104

Meeting Type

Annual

Ticker Symbol

UDR

Meeting Date

21-May-2020

ISIN

US9026531049

Agenda

935168751 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Katherine A. Cattanach

Management

For

For

1B.

Election of Director: Jon A. Grove

Management

For

For

1C.

Election of Director: Mary Ann King

Management

For

For

1D.

Election of Director: James D. Klingbeil

Management

For

For

1E.

Election of Director: Clint D. McDonnough

Management

For

For

1F.

Election of Director: Robert A. McNamara

Management

For

For

1G.

Election of Director: Mark R. Patterson

Management

For

For

1H.

Election of Director: Thomas W. Toomey

Management

For

For

2.

To ratify the appointment of Ernst & Young LLP to serve as independent registered public accounting firm for the year ending December 31, 2020.

Management

For

For

3.

Advisory vote to approve named executive officer compensation.

Management

Against

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

42,781

0

01-May-2020

01-May-2020

PARSLEY ENERGY, INC.

Security

701877102

Meeting Type

Annual

Ticker Symbol

PE

Meeting Date

21-May-2020

ISIN

US7018771029

Agenda

935169640 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: A.R. Alameddine

Management

For

For

1B.

Election of Director: Matt Gallagher

Management

For

For

1C.

Election of Director: Karen Hughes

Management

For

For

2.

To approve, on a non-binding advisory basis, the Company's named executive officer compensation for the fiscal year ended December 31, 2019.

Management

For

For

3.

To ratify the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

500

0

28-Apr-2020

28-Apr-2020

VEREIT, INC.

Security

92339V100

Meeting Type

Annual

Ticker Symbol

VER

Meeting Date

21-May-2020

ISIN

US92339V1008

Agenda

935171239 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Glenn J. Rufrano

Management

For

For

1B.

Election of Director: Hugh R. Frater

Management

For

For

1C.

Election of Director: David B. Henry

Management

For

For

1D.

Election of Director: Mary Hogan Preusse

Management

For

For

1E.

Election of Director: Richard J. Lieb

Management

For

For

1F.

Election of Director: Mark S. Ordan

Management

For

For

1G.

Election of Director: Eugene A. Pinover

Management

For

For

1H.

Election of Director: Julie G. Richardson

Management

For

For

2.

To ratify the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

To approve by a non-binding advisory resolution the compensation of the Company's named executive officers as described in the Company's definitive proxy statement.

Management

For

For

4.

To approve by a non-binding advisory vote the frequency of future non-binding advisory resolutions on named executive officer compensation.

Management

1 Year

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

5,000

0

02-May-2020

02-May-2020

SUN COMMUNITIES, INC.

Security

866674104

Meeting Type

Annual

Ticker Symbol

SUI

Meeting Date

22-May-2020

ISIN

US8666741041

Agenda

935170871 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director to serve until 2021 annual meeting of stockholders: Gary A. Shiffman

Management

For

For

1B.

Election of Director to serve until 2021 annual meeting of stockholders: Meghan G. Baivier

Management

For

For

1C.

Election of Director to serve until 2021 annual meeting of stockholders: Stephanie W. Bergeron

Management

For

For

1D.

Election of Director to serve until 2021 annual meeting of stockholders: Brian M. Hermelin

Management

For

For

1E.

Election of Director to serve until 2021 annual meeting of stockholders: Ronald A. Klein

Management

For

For

1F.

Election of Director to serve until 2021 annual meeting of stockholders: Clunet R. Lewis

Management

For

For

1G.

Election of Director to serve until 2021 annual meeting of stockholders: Arthur A. Weiss

Management

For

For

2.

To approve, by non-binding vote, executive compensation.

Management

For

For

3.

To ratify the selection of Grant Thornton LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

25,200

0

30-Apr-2020

30-Apr-2020

AMERICOLD REALTY TRUST

Security

03064D108

Meeting Type

Annual

Ticker Symbol

COLD

Meeting Date

27-May-2020

ISIN

US03064D1081

Agenda

935182078 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Trustee: Fred W. Boehler

Management

For

For

1B.

Election of Trustee: George J. Alburger, Jr.

Management

For

For

1C.

Election of Trustee: Kelly H. Barrett

Management

For

For

1D.

Election of Trustee: Antonio F. Fernandez

Management

For

For

1E.

Election of Trustee: James R. Heistand

Management

For

For

1F.

Election of Trustee: Michelle M. MacKay

Management

For

For

1G.

Election of Trustee: David J. Neithercut

Management

For

For

1H.

Election of Trustee: Mark R. Patterson

Management

For

For

1I.

Election of Trustee: Andrew P. Power

Management

For

For

2.

Advisory Vote on Compensation of Named Executive Officers (Say-On-Pay).

Management

For

For

3.

Approval of the Americold Realty Trust 2020 Employee Stock Purchase Plan.

Management

For

For

4.

Ratification of Ernst & Young LLP as our Independent Accounting Firm for 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

12,950

0

05-May-2020

05-May-2020

STORE CAPITAL CORPORATION

Security

862121100

Meeting Type

Annual

Ticker Symbol

STOR

Meeting Date

28-May-2020

ISIN

US8621211007

Agenda

935184135 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Joseph M. Donovan

For

For

2

Mary Fedewa

For

For

3

Morton H. Fleischer

For

For

4

William F. Hipp

For

For

5

Tawn Kelley

For

For

6

Catherine D. Rice

For

For

7

Einar A. Seadler

For

For

8

Quentin P. Smith, Jr.

For

For

9

Christopher H. Volk

For

For

2.

To approve, on an advisory basis, the compensation of the Company's named executive officers.

Management

For

For

3.

To ratify the selection of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

4,080

0

05-May-2020

05-May-2020

LIFE STORAGE, INC.

Security

53223X107

Meeting Type

Annual

Ticker Symbol

LSI

Meeting Date

28-May-2020

ISIN

US53223X1072

Agenda

935185719 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Mark G. Barberio

For

For

2

Joseph V. Saffire

For

For

3

Charles E. Lannon

For

For

4

Stephen R. Rusmisel

For

For

5

Arthur L. Havener, Jr.

For

For

6

Dana Hamilton

For

For

7

Edward J. Pettinella

For

For

8

David L. Rogers

For

For

2.

Ratification of the appointment of Ernst & Young LLP as the independent registered public accounting firm for the Company for the fiscal year ending December 31, 2020.

Management

For

For

3.

Proposal to adopt the Company's 2020 Outside Directors' Stock Award Plan.

Management

For

For

4.

Proposal to approve the compensation of the Company's executive officers.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

12,050

0

07-May-2020

07-May-2020

AMERICAN CAMPUS COMMUNITIES, INC.

Security

024835100

Meeting Type

Annual

Ticker Symbol

ACC

Meeting Date

01-Jun-2020

ISIN

US0248351001

Agenda

935150134 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: William C. Bayless, Jr.

Management

For

For

1B.

Election of Director: G. Steven Dawson

Management

For

For

1C.

Election of Director: Cydney C. Donnell

Management

For

For

1D.

Election of Director: Mary C. Egan

Management

For

For

1E.

Election of Director: Edward Lowenthal

Management

For

For

1F.

Election of Director: Oliver Luck

Management

For

For

1G.

Election of Director: C. Patrick Oles, Jr.

Management

For

For

1H.

Election of Director: John T. Rippel

Management

For

For

1I.

Election of Director: Carla Piñeyro Sublett

Management

For

For

2.

Ratification of Ernst & Young as our independent auditors for 2020

Management

For

For

3.

To provide a non-binding advisory vote approving the Company's executive compensation program

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

3,550

0

31-Mar-2020

31-Mar-2020

SL GREEN REALTY CORP.

Security

78440X101

Meeting Type

Annual

Ticker Symbol

SLG

Meeting Date

01-Jun-2020

ISIN

US78440X1019

Agenda

935208656 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: John H. Alschuler

Management

For

For

1B.

Election of Director: Betsy Atkins

Management

For

For

1C.

Election of Director: Edwin T. Burton, III

Management

For

For

1D.

Election of Director: Lauren B. Dillard

Management

For

For

1E.

Election of Director: Stephen L. Green

Management

For

For

1F.

Election of Director: Craig M. Hatkoff

Management

For

For

1G.

Election of Director: Marc Holliday

Management

For

For

1H.

Election of Director: John S. Levy

Management

For

For

1I.

Election of Director: Andrew W. Mathias

Management

For

For

2.

To approve, on a non-binding advisory basis, our executive compensation.

Management

Against

Against

3.

To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

6,500

0

06-May-2020

06-May-2020

INNOVATIVE INDUSTRIAL PROPERTIES, INC.

Security

45781V101

Meeting Type

Annual

Ticker Symbol

IIPR

Meeting Date

02-Jun-2020

ISIN

US45781V1017

Agenda

935186292 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Alan Gold

For

For

2

Gary Kreitzer

For

For

3

Mary Curran

For

For

4

Scott Shoemaker

For

For

5

Paul Smithers

For

For

6

David Stecher

For

For

2.

Ratification of the appointment of BDO USA, LLP as the Company's independent registered public accounting firm for the year ending December 31, 2020.

Management

For

For

3.

Approval of an amendment to the Company's charter to provide stockholders the ability to alter, amend or repeal the Company's bylaws and adopt new bylaws.

Management

For

For

4.

Approval on a non-binding advisory basis of the compensation of the Company's named executive officers.

Management

For

For

5.

To recommend, by non-binding advisory vote, the frequency of stockholder non-binding advisory votes relating to the Company's executive compensation.

Management

1 Year

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

3,000

0

11-May-2020

11-May-2020

HANNON ARMSTRONG SUSTAINABLE INFRA CAPTL

Security

41068X100

Meeting Type

Annual

Ticker Symbol

HASI

Meeting Date

04-Jun-2020

ISIN

US41068X1000

Agenda

935193122 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Jeffrey W. Eckel

For

For

2

Teresa M. Brenner

For

For

3

Michael T. Eckhart

For

For

4

Simone F. Lagomarsino

For

For

5

Charles M. O'Neil

For

For

6

Richard J. Osborne

For

For

7

Steven G. Osgood

For

For

2.

The ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

The advisory approval of the compensation of the Named Executive Officers as described in the Compensation Discussion and Analysis, the compensation tables and other narrative disclosure in this proxy statement.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

18,017

0

12-May-2020

12-May-2020

ALEXANDRIA REAL ESTATE EQUITIES, INC.

Security

015271109

Meeting Type

Annual

Ticker Symbol

ARE

Meeting Date

08-Jun-2020

ISIN

US0152711091

Agenda

935182395 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Joel S. Marcus

Management

For

For

1B.

Election of Director: Steven R. Hash

Management

For

For

1C.

Election of Director: John L. Atkins, III

Management

For

For

1D.

Election of Director: James P. Cain

Management

For

For

1E.

Election of Director: Maria C. Freire

Management

For

For

1F.

Election of Director: Jennifer Friel Goldstein

Management

For

For

1G.

Election of Director: Richard H. Klein

Management

For

For

1H.

Election of Director: James H. Richardson

Management

For

For

1I.

Election of Director: Michael A. Woronoff

Management

For

For

2.

To vote upon the amendment and restatement of the Company's Amended and Restated 1997 Stock Award and Incentive Plan, as more particularly described in the accompanying Proxy Statement.

Management

For

For

3.

To cast a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described in the accompanying Proxy Statement.

Management

For

For

4.

To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accountants for the fiscal year ending December 31, 2020, as more particularly described in the accompanying Proxy Statement.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

8,750

0

15-May-2020

15-May-2020

SPIRIT REALTY CAPITAL, INC.

Security

84860W300

Meeting Type

Annual

Ticker Symbol

SRC

Meeting Date

08-Jun-2020

ISIN

US84860W3007

Agenda

935201929 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.1

Election of Director: Jackson Hsieh

Management

For

For

1.2

Election of Director: Kevin M. Charlton

Management

For

For

1.3

Election of Director: Todd A. Dunn

Management

For

For

1.4

Election of Director: Elizabeth F. Frank

Management

For

For

1.5

Election of Director: Richard I. Gilchrist

Management

For

For

1.6

Election of Director: Diana M. Laing

Management

For

For

1.7

Election of Director: Sheli Z. Rosenberg

Management

For

For

1.8

Election of Director: Thomas D. Senkbeil

Management

For

For

1.9

Election of Director: Nicholas P. Shepherd

Management

For

For

2.

The ratification of the selection of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

A non-binding, advisory resolution to approve the compensation of our named executive officers as described in the Proxy Statement.

Management

For

For

4.

A non-binding, advisory resolution to approve the frequency (every year, every 2 years, or every 3 years) of future advisory votes to approve named executive officer compensation.

Management

1 Year

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

2,280

0

19-May-2020

19-May-2020

DIGITAL REALTY TRUST, INC.

Security

253868103

Meeting Type

Annual

Ticker Symbol

DLR

Meeting Date

08-Jun-2020

ISIN

US2538681030

Agenda

935206296 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Laurence A. Chapman

Management

For

For

1B.

Election of Director: Alexis Black Bjorlin

Management

For

For

1C.

Election of Director: Michael A. Coke

Management

For

For

1D.

Election of Director: VeraLinn Jamieson

Management

For

For

1E.

Election of Director: Kevin J. Kennedy

Management

For

For

1F.

Election of Director: William G. LaPerch

Management

For

For

1G.

Election of Director: Jean F.H.P. Mandeville

Management

For

For

1H.

Election of Director: Afshin Mohebbi

Management

For

For

1I.

Election of Director: Mark R. Patterson

Management

For

For

1J.

Election of Director: Mary Hogan Preusse

Management

For

For

1K.

Election of Director: A. William Stein

Management

For

For

2.

To ratify the selection of KPMG LLP as the Company's independent registered public accounting firm for the year ending December 31, 2020.

Management

For

For

3.

To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers, as more fully described in the accompanying Proxy Statement (say on pay).

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

37,181

0

16-May-2020

16-May-2020

AMERICAN ASSETS TRUST, INC.

Security

024013104

Meeting Type

Annual

Ticker Symbol

AAT

Meeting Date

09-Jun-2020

ISIN

US0240131047

Agenda

935180567 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Ernest S. Rady

For

For

2

Duane A. Nelles

For

For

3

Thomas S. Olinger

For

For

4

Joy L. Schaefer

For

For

5

Dr. Robert S. Sullivan

For

For

2.

The ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

The approval of an amendment and restatement of our 2011 Equity Incentive Award Plan.

Management

For

For

4.

An advisory resolution to approve our executive compensation for the fiscal year ended December 31, 2019.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

3,900

0

20-May-2020

20-May-2020

W. P. CAREY INC.

Security

92936U109

Meeting Type

Annual

Ticker Symbol

WPC

Meeting Date

11-Jun-2020

ISIN

US92936U1097

Agenda

935190710 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Mark A. Alexander

Management

For

For

1B.

Election of Director: Peter J. Farrell

Management

For

For

1C.

Election of Director: Robert J. Flanagan

Management

For

For

1D.

Election of Director: Jason E. Fox

Management

For

For

1E.

Election of Director: Axel K.A. Hansing

Management

For

For

1F.

Election of Director: Jean Hoysradt

Management

For

For

1G.

Election of Director: Margaret G. Lewis

Management

For

For

1H.

Election of Director: Christopher J. Niehaus

Management

For

For

1I.

Election of Director: Nick J.M. van Ommen

Management

For

For

2.

To Approve the Advisory Resolution on Executive Compensation.

Management

For

For

3.

To Approve the Advisory Resolution on the Frequency of Executive Compensation Vote.

Management

1 Year

For

4.

Ratification of Appointment of PricewaterhouseCoopers LLP as the Company's Independent Registered Public Accounting Firm for 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

22,600

0

22-May-2020

22-May-2020

OMEGA HEALTHCARE INVESTORS, INC.

Security

681936100

Meeting Type

Annual

Ticker Symbol

OHI

Meeting Date

11-Jun-2020

ISIN

US6819361006

Agenda

935193160 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Kapila K. Anand

For

For

2

Craig R. Callen

For

For

3

Barbara B. Hill

For

For

4

Edward Lowenthal

For

For

5

C. Taylor Pickett

For

For

6

Stephen D. Plavin

For

For

7

Burke W. Whitman

For

For

2.

Ratification of Independent Auditors Ernst & Young LLP for fiscal year 2020.

Management

For

For

3.

Approval, on an Advisory Basis, of Executive Compensation.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

1,000

0

20-May-2020

20-May-2020

BLACKSTONE MORTGAGE TRUST, INC

Security

09257W100

Meeting Type

Annual

Ticker Symbol

BXMT

Meeting Date

11-Jun-2020

ISIN

US09257W1009

Agenda

935203391 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Michael B. Nash

For

For

2

Stephen D. Plavin

For

For

3

Leonard W. Cotton

For

For

4

Thomas E. Dobrowski

For

For

5

Martin L. Edelman

For

For

6

Henry N. Nassau

For

For

7

Jonathan L. Pollack

For

For

8

Lynne B. Sagalyn

For

For

2.

Ratify the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

Advisory Vote on Executive Compensation: To approve in a non-binding, advisory vote, the compensation paid to our named executive officers.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

25,700

0

22-May-2020

22-May-2020

GAMING AND LEISURE PROPERTIES, INC.

Security

36467J108

Meeting Type

Annual

Ticker Symbol

GLPI

Meeting Date

11-Jun-2020

ISIN

US36467J1088

Agenda

935205446 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.1

Election of Director: Peter M. Carlino

Management

For

For

1.2

Election of Director: Carol ("Lili") Lynton

Management

For

For

1.3

Election of Director: Joseph W. Marshall, III

Management

For

For

1.4

Election of Director: James B. Perry

Management

For

For

1.5

Election of Director: Barry F. Schwartz

Management

For

For

1.6

Election of Director: Earl C. Shanks

Management

For

For

1.7

Election of Director: E. Scott Urdang

Management

For

For

2.

To approve the Company's Second Amended and Restated 2013 Long-Term Incentive Compensation Plan.

Management

For

For

3.

To ratify the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the current fiscal year.

Management

For

For

4.

To approve, on a non-binding advisory basis, the Company's executive compensation.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

1,000

0

21-May-2020

21-May-2020

EQUINIX, INC.

Security

29444U700

Meeting Type

Annual

Ticker Symbol

EQIX

Meeting Date

18-Jun-2020

ISIN

US29444U7000

Agenda

935209014 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Thomas Bartlett

For

For

2

Nanci Caldwell

For

For

3

Adaire Fox-Martin

For

For

4

Gary Hromadko

For

For

5

William Luby

For

For

6

Irving Lyons III

For

For

7

Charles Meyers

For

For

8

Christopher Paisley

For

For

9

Sandra Rivera

For

For

10

Peter Van Camp

For

For

2.

To approve, by a non-binding advisory vote, the compensation of Equinix's named executive officers.

Management

For

For

3.

To approve the Equinix, Inc. 2020 Equity Incentive Plan.

Management

For

For

4.

To ratify the appointment of PricewaterhouseCoopers LLP as Equinix's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

5.

Stockholder proposal related to political contributions disclosure and oversight.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

5,425

0

23-May-2020

23-May-2020

EQUITY RESIDENTIAL

Security

29476L107

Meeting Type

Annual

Ticker Symbol

EQR

Meeting Date

25-Jun-2020

ISIN

US29476L1070

Agenda

935196659 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Raymond Bennett

For

For

2

Linda Walker Bynoe

For

For

3

Connie K. Duckworth

For

For

4

Mary Kay Haben

For

For

5

Tahsinul Zia Huque

For

For

6

Bradley A. Keywell

For

For

7

John E. Neal

For

For

8

David J. Neithercut

For

For

9

Mark J. Parrell

For

For

10

Mark S. Shapiro

For

For

11

Stephen E. Sterrett

For

For

12

Samuel Zell

For

For

2.

Ratification of the selection of Ernst & Young LLP as the Company's independent auditor for 2020.

Management

For

For

3.

Approval of Executive Compensation.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169309

SOA REAL ESTATE

1169309

HUNTINGTON NATIONAL BANK

32,715

0

03-Jun-2020

03-Jun-2020

Spirit of America Large Cap Value Fund

Proxy Voting Record

July 1, 2019 – June 30, 2020

Investment Company Report

DELL TECHNOLOGIES INC.

Security

24703L202

Meeting Type

Annual

Ticker Symbol

DELL

Meeting Date

09-Jul-2019

ISIN

US24703L2025

Agenda

935039025 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Michael S. Dell

For

For

2

David W. Dorman

For

For

3

Egon Durban

For

For

4

William D. Green

For

For

5

Ellen J. Kullman

For

For

6

Simon Patterson

For

For

7

Lynn M. Vojvodich

For

For

2.

Ratification of the appointment of PricewaterhouseCoopers LLP as Dell Technologies Inc.'s independent registered public accounting firm for fiscal year ending January 31, 2020

Management

For

For

3.

Approval, on an advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement

Management

Against

Against

4.

Approval of amendment to the Dell Technologies Inc. 2013 Stock Incentive Plan to increase the number of shares of Class C common stock issuable under the plan

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

3,624

0

18-Jun-2019

10-Jul-2019

CONSTELLATION BRANDS, INC.

Security

21036P108

Meeting Type

Annual

Ticker Symbol

STZ

Meeting Date

16-Jul-2019

ISIN

US21036P1084

Agenda

935039138 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Jennifer M. Daniels

For

For

2

Jerry Fowden

For

For

3

Ernesto M. Hernandez

For

For

4

Susan S. Johnson

For

For

5

James A. Locke III

For

For

6

Daniel J. McCarthy

For

For

7

William A. Newlands

For

For

8

Richard Sands

For

For

9

Robert Sands

For

For

10

Judy A. Schmeling

For

For

2.

To ratify the selection of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending February 29, 2020

Management

For

For

3.

To approve, by an advisory vote, the compensation of the Company's named executive officers as disclosed in the Proxy Statement

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

150

0

21-Jun-2019

17-Jul-2019

MCKESSON CORPORATION

Security

58155Q103

Meeting Type

Annual

Ticker Symbol

MCK

Meeting Date

31-Jul-2019

ISIN

US58155Q1031

Agenda

935050714 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1a.

Election of Director for a one-year term: Dominic J. Caruso

Management

For

For

1b.

Election of Director for a one-year term: N. Anthony Coles, M.D.

Management

For

For

1c.

Election of Director for a one-year term: M. Christine Jacobs

Management

For

For

1d.

Election of Director for a one-year term: Donald R. Knauss

Management

For

For

1e.

Election of Director for a one-year term: Marie L. Knowles

Management

For

For

1f.

Election of Director for a one-year term: Bradley E. Lerman

Management

For

For

1g.

Election of Director for a one-year term: Edward A. Mueller

Management

For

For

1h.

Election of Director for a one-year term: Susan R. Salka

Management

For

For

1i.

Election of Director for a one-year term: Brian S. Tyler

Management

For

For

1j.

Election of Director for a one-year term: Kenneth E. Washington

Management

For

For

2.

Ratification of the appointment of Deloitte & Touche LLP as the company's independent registered public accounting firm for the fiscal year ending March 31, 2020.

Management

For

For

3.

Advisory vote on executive compensation.

Management

Against

Against

4.

Shareholder proposal on disclosure of lobbying activities and expenditures.

Shareholder

Against

For

5.

Shareholder proposal on 10% ownership threshold for calling special meetings of shareholders.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

2,250

0

10-Jul-2019

11-Jul-2019

PERSPECTA INC.

Security

715347100

Meeting Type

Annual

Ticker Symbol

PRSP

Meeting Date

13-Aug-2019

ISIN

US7153471005

Agenda

935057326 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1a.

Election of Director: Sanju K. Bansal

Management

For

For

1b.

Election of Director: Sondra L. Barbour

Management

For

For

1c.

Election of Director: John M. Curtis

Management

For

For

1d.

Election of Director: Lisa S. Disbrow

Management

For

For

1e.

Election of Director: Glenn A. Eisenberg

Management

For

For

1f.

Election of Director: Pamela O. Kimmet

Management

For

For

1g.

Election of Director: J. Michael Lawrie

Management

For

For

1h.

Election of Director: Ramzi M. Musallam

Management

For

For

1i.

Election of Director: Philip O. Nolan

Management

For

For

1j.

Election of Director: Michael E. Ventling

Management

For

For

2.

Ratification of the appointment of Deloitte & Touche as our independent registered public accounting firm for the fiscal year ending March 31, 2020

Management

For

For

3.

Approval, on an advisory basis, of our named executive officer compensation

Management

For

For

4.

Approval, on an advisory basis, of the frequency of holding future non-binding advisory votes to approve our named executive officer compensation

Management

1 Year

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

764

0

22-Jul-2019

22-Jul-2019

DXC TECHNOLOGY COMPANY

Security

23355L106

Meeting Type

Annual

Ticker Symbol

DXC

Meeting Date

15-Aug-2019

ISIN

US23355L1061

Agenda

935057340 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1a.

Election of Director: Mukesh Aghi

Management

For

For

1b.

Election of Director: Amy E. Alving

Management

For

For

1c.

Election of Director: David L. Herzog

Management

For

For

1d.

Election of Director: Sachin Lawande

Management

For

For

1e.

Election of Director: J. Michael Lawrie

Management

For

For

1f.

Election of Director: Mary L. Krakauer

Management

For

For

1g.

Election of Director: Julio A. Portalatin

Management

For

For

1h.

Election of Director: Peter Rutland

Management

For

For

1i.

Election of Director: Michael J. Salvino

Management

For

For

1j.

Election of Director: Manoj P. Singh

Management

For

For

1k.

Election of Director: Robert F. Woods

Management

For

For

2.

Ratification of the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for fiscal year ending March 31, 2020

Management

For

For

3.

Approval, by advisory vote, of named executive officer compensation

Management

Against

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

3,528

0

24-Jul-2019

24-Jul-2019

MICROCHIP TECHNOLOGY INCORPORATED

Security

595017104

Meeting Type

Annual

Ticker Symbol

MCHP

Meeting Date

20-Aug-2019

ISIN

US5950171042

Agenda

935061185 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.1

Election of Director: Steve Sanghi

Management

For

For

1.2

Election of Director: Matthew W. Chapman

Management

For

For

1.3

Election of Director: L.B. Day

Management

For

For

1.4

Election of Director: Esther L. Johnson

Management

For

For

1.5

Election of Director: Wade F. Meyercord

Management

For

For

2.

Proposal to approve a French sub-plan under our 2004 Equity Incentive Plan.

Management

For

For

3.

Proposal to ratify the appointment of Ernst & Young LLP as the independent registered public accounting firm of Microchip for the fiscal year ending March 31, 2020.

Management

For

For

4.

Proposal to approve, on an advisory (non-binding) basis, the compensation of our named executives.

Management

Against

Against

5.

Stockholder proposal requesting our Board to report on our processes for identifying and analyzing human rights risks to workers in our operations and supply chain.

Shareholder

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

2,050

0

30-Jul-2019

30-Jul-2019

NETAPP, INC

Security

64110D104

Meeting Type

Annual

Ticker Symbol

NTAP

Meeting Date

12-Sep-2019

ISIN

US64110D1046

Agenda

935065436 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: T. Michael Nevens

Management

For

For

1B.

Election of Director: Gerald Held

Management

For

For

1C.

Election of Director: Kathryn M. Hill

Management

For

For

1D.

Election of Director: Deborah L. Kerr

Management

For

For

1E.

Election of Director: George Kurian

Management

For

For

1F.

Election of Director: Scott F. Schenkel

Management

For

For

1G.

Election of Director: George T. Shaheen

Management

For

For

2.

To approve amendments to NetApp's Amended and Restated 1999 Stock Option Plan to increase the share reserve by an additional 4,000,000 shares of common stock and to approve a new 10-year term for the 1999 Stock Option Plan.

Management

For

For

3.

To approve an amendment to NetApp's Employee Stock Purchase Plan to increase the share reserve by an additional 2,000,000 shares of common stock.

Management

For

For

4.

To hold an advisory vote to approve Named Executive Officer compensation.

Management

For

For

5.

To ratify the appointment of Deloitte & Touche LLP as NetApp's independent registered public accounting firm for the fiscal year ending April 24, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

5,600

0

22-Aug-2019

22-Aug-2019

CONAGRA BRANDS, INC.

Security

205887102

Meeting Type

Annual

Ticker Symbol

CAG

Meeting Date

19-Sep-2019

ISIN

US2058871029

Agenda

935067694 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Anil Arora

Management

For

For

1B.

Election of Director: Thomas K. Brown

Management

For

For

1C.

Election of Director: Stephen G. Butler

Management

For

For

1D.

Election of Director: Sean M. Connolly

Management

For

For

1E.

Election of Director: Joie A. Gregor

Management

For

For

1F.

Election of Director: Rajive Johri

Management

For

For

1G.

Election of Director: Richard H. Lenny

Management

For

For

1H.

Election of Director: Melissa Lora

Management

For

For

1I.

Election of Director: Ruth Ann Marshall

Management

For

For

1J.

Election of Director: Craig P. Omtvedt

Management

For

For

1K.

Election of Director: Scott Ostfeld

Management

For

For

2.

Ratification of the appointment of KPMG LLP as our independent auditor for fiscal 2020.

Management

For

For

3.

Advisory approval of our named executive officer compensation.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

7,100

0

28-Aug-2019

28-Aug-2019

FEDEX CORPORATION

Security

31428X106

Meeting Type

Annual

Ticker Symbol

FDX

Meeting Date

23-Sep-2019

ISIN

US31428X1063

Agenda

935068761 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: John A. Edwardson

Management

For

For

1B.

Election of Director: Marvin R. Ellison

Management

For

For

1C.

Election of Director: Susan Patricia Griffith

Management

For

For

1D.

Election of Director: John C. ("Chris") Inglis

Management

For

For

1E.

Election of Director: Kimberly A. Jabal

Management

For

For

1F.

Election of Director: Shirley Ann Jackson

Management

For

For

1G.

Election of Director: R. Brad Martin

Management

For

For

1H.

Election of Director: Joshua Cooper Ramo

Management

For

For

1I.

Election of Director: Susan C. Schwab

Management

For

For

1J.

Election of Director: Frederick W. Smith

Management

For

For

1K.

Election of Director: David P. Steiner

Management

For

For

1L.

Election of Director: Paul S. Walsh

Management

For

For

2.

Advisory vote to approve named executive officer compensation.

Management

For

For

3.

Approval of the FedEx Corporation 2019 Omnibus Stock Incentive Plan.

Management

For

For

4.

Ratification of independent registered public accounting firm.

Management

For

For

5.

Stockholder proposal regarding lobbying activity and expenditure report.

Shareholder

Against

For

6.

Stockholder proposal regarding employee representation on the Board of Directors.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

7,185

0

30-Aug-2019

30-Aug-2019

LAMB WESTON HOLDINGS, INC.

Security

513272104

Meeting Type

Annual

Ticker Symbol

LW

Meeting Date

26-Sep-2019

ISIN

US5132721045

Agenda

935068165 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1a.

Election of Director: Peter J. Bensen

Management

For

For

1b.

Election of Director: Charles A. Blixt

Management

For

For

1c.

Election of Director: André J. Hawaux

Management

For

For

1d.

Election of Director: W.G. Jurgensen

Management

For

For

1e.

Election of Director: Thomas P. Maurer

Management

For

For

1f.

Election of Director: Hala G. Moddelmog

Management

For

For

1g.

Election of Director: Maria Renna Sharpe

Management

For

For

1h.

Election of Director: Thomas P. Werner

Management

For

For

2.

Advisory Vote to Approve Executive Compensation.

Management

For

For

3.

Ratification of the Appointment of KPMG LLP as Independent Auditors for Fiscal Year 2020.

Management

For

For

4.

Stockholder Proposal Regarding Pesticide Use Report.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

4,800

0

04-Sep-2019

04-Sep-2019

THE PROCTER & GAMBLE COMPANY

Security

742718109

Meeting Type

Annual

Ticker Symbol

PG

Meeting Date

08-Oct-2019

ISIN

US7427181091

Agenda

935072998 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Francis S. Blake

Management

For

For

1B.

Election of Director: Angela F. Braly

Management

For

For

1C.

Election of Director: Amy L. Chang

Management

For

For

1D.

Election of Director: Scott D. Cook

Management

For

For

1E.

Election of Director: Joseph Jimenez

Management

For

For

1F.

Election of Director: Terry J. Lundgren

Management

For

For

1G.

Election of Director: Christine M. McCarthy

Management

For

For

1H.

Election of Director: W. James McNerney, Jr.

Management

For

For

1I.

Election of Director: Nelson Peltz

Management

For

For

1J.

Election of Director: David S. Taylor

Management

For

For

1K.

Election of Director: Margaret C. Whitman

Management

For

For

1L.

Election of Director: Patricia A. Woertz

Management

For

For

2.

Ratify Appointment of the Independent Registered Public Accounting Firm

Management

For

For

3.

Advisory Vote to Approve the Company's Executive Compensation (the "Say on Pay" vote)

Management

For

For

4.

Approval of The Procter & Gamble 2019 Stock and Incentive Compensation Plan

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

4,700

0

17-Sep-2019

17-Sep-2019

UNITED TECHNOLOGIES CORPORATION

Security

913017109

Meeting Type

Special

Ticker Symbol

UTX

Meeting Date

11-Oct-2019

ISIN

US9130171096

Agenda

935079156 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

Approve the issuance of UTC common stock, par value $1.00 per share, to Raytheon stockholders in connection with the merger contemplated by the Agreement and Plan of Merger, dated as of June 9, 2019, by and among United Technologies Corporation, Light Merger Sub Corp. and Raytheon Company (the "UTC share issuance proposal").

Management

For

For

2.

Approve the adjournment of the UTC special meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies in the event there are not sufficient votes at the time of the UTC special meeting to approve the UTC share issuance proposal.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

3,500

0

08-Oct-2019

08-Oct-2019

UNITED TECHNOLOGIES CORPORATION

Security

913017109

Meeting Type

Special

Ticker Symbol

UTX

Meeting Date

11-Oct-2019

ISIN

US9130171096

Agenda

935080628 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

Approve the issuance of UTC common stock, par value $1.00 per share, to Raytheon stockholders in connection with the merger contemplated by the Agreement and Plan of Merger, dated as of June 9, 2019, by and among United Technologies Corporation, Light Merger Sub Corp. and Raytheon Company (the "UTC share issuance proposal").

Management

For

For

2.

Approve the adjournment of the UTC special meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies in the event there are not sufficient votes at the time of the UTC special meeting to approve the UTC share issuance proposal.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

3,500

0

01-Oct-2019

08-Oct-2019

ALLERGAN PLC

Security

G0177J108

Meeting Type

Special

Ticker Symbol

AGN

Meeting Date

14-Oct-2019

ISIN

IE00BY9D5467

Agenda

935082305 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

COURT MEETING: Approve the scheme of arrangement.

Management

For

For

2.

Extraordinary General Meeting: Approve the scheme of arrangement and authorize the directors of Allergan plc to take all such actions as they consider necessary or appropriate for carrying the scheme of arrangement into effect.

Management

For

For

3.

Extraordinary General Meeting: Approve the cancellation of any Allergan plc ordinary shares in issue at 11:59 p.m., Irish time, on the day before the Irish High Court hearing to sanction the scheme (excluding, in any case, any Allergan plc ordinary shares which are held from time to time by AbbVie Inc., Acquirer Sub (as defined in the scheme of arrangement) or any other subsidiary of AbbVie Inc., if any).

Management

For

For

4.

Extraordinary General Meeting: Authorize the directors of Allergan plc to allot and issue new Allergan plc shares, fully paid up, to Acquirer Sub and/or its nominee(s) in connection with effecting the scheme.

Management

For

For

5.

Extraordinary General Meeting: Amend the articles of association of Allergan plc so that any ordinary shares of Allergan plc that are issued on or after the Voting Record Time (as defined in the scheme of arrangement) to persons other than Acquirer Sub or its nominees will either be subject to the terms of the scheme or will be immediately and automatically acquired by Acquirer Sub and/or its nominee(s) for the scheme consideration.

Management

For

For

6.

Extraordinary General Meeting: Approve, on a non- binding, advisory basis, specified compensatory arrangements between Allergan plc and its named executive officers relating to the transaction.

Management

For

For

7.

Extraordinary General Meeting: Approve any motion by the Chairman to adjourn the extraordinary general meeting, or any adjournments thereof, to solicit additional proxies in favor of the approval of the resolutions if there are insufficient votes at the time of the extraordinary general meeting to approve resolutions 2 through 5.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

3,300

0

24-Sep-2019

24-Sep-2019

PAYCHEX, INC.

Security

704326107

Meeting Type

Annual

Ticker Symbol

PAYX

Meeting Date

17-Oct-2019

ISIN

US7043261079

Agenda

935079550 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: B. Thomas Golisano

Management

For

For

1B.

Election of Director: Thomas F. Bonadio

Management

For

For

1C.

Election of Director: Joseph G. Doody

Management

For

For

1D.

Election of Director: David J.S. Flaschen

Management

For

For

1E.

Election of Director: Pamela A. Joseph

Management

For

For

1F.

Election of Director: Martin Mucci

Management

For

For

1G.

Election of Director: Joseph M. Tucci

Management

For

For

1H.

Election of Director: Joseph M. Velli

Management

For

For

1I.

Election of Director: Kara Wilson

Management

For

For

2.

ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION.

Management

For

For

3.

RATIFICATION OF SELECTION OF PRICEWATERHOUSECOOPERS LLP TO SERVE AS THE INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

8,850

0

26-Sep-2019

26-Sep-2019

ORACLE CORPORATION

Security

68389X105

Meeting Type

Annual

Ticker Symbol

ORCL

Meeting Date

19-Nov-2019

ISIN

US68389X1054

Agenda

935087165 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Jeffrey S. Berg

For

For

2

Michael J. Boskin

For

For

3

Safra A. Catz

For

For

4

Bruce R. Chizen

For

For

5

George H. Conrades

For

For

6

Lawrence J. Ellison

For

For

7

Rona A. Fairhead

For

For

8

Hector Garcia-Molina

For

For

9

Jeffrey O. Henley

For

For

10

Mark V. Hurd

For

For

11

Renée J. James

For

For

12

Charles W. Moorman IV

For

For

13

Leon E. Panetta

For

For

14

William G. Parrett

For

For

15

Naomi O. Seligman

For

For

2.

Advisory Vote to Approve the Compensation of the Named Executive Officers.

Management

Against

Against

3.

Ratification of the Selection of Ernst & Young LLP as Independent Registered Public Accounting Firm for Fiscal Year 2020.

Management

For

For

4.

Stockholder Proposal Regarding Pay Equity Report.

Shareholder

For

Against

5.

Stockholder Proposal Regarding Independent Board Chair.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

32,475

0

30-Oct-2019

30-Oct-2019

MICROSOFT CORPORATION

Security

594918104

Meeting Type

Annual

Ticker Symbol

MSFT

Meeting Date

04-Dec-2019

ISIN

US5949181045

Agenda

935092849 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: William H. Gates III

Management

For

For

1B.

Election of Director: Reid G. Hoffman

Management

For

For

1C.

Election of Director: Hugh F. Johnston

Management

For

For

1D.

Election of Director: Teri L. List-Stoll

Management

For

For

1E.

Election of Director: Satya Nadella

Management

For

For

1F.

Election of Director: Sandra E. Peterson

Management

For

For

1G.

Election of Director: Penny S. Pritzker

Management

For

For

1H.

Election of Director: Charles W. Scharf

Management

For

For

1I.

Election of Director: Arne M. Sorenson

Management

For

For

1J.

Election of Director: John W. Stanton

Management

For

For

1K.

Election of Director: John W. Thompson

Management

For

For

1L.

Election of Director: Emma Walmsley

Management

For

For

1M.

Election of Director: Padmasree Warrior

Management

For

For

2.

Advisory vote to approve named executive officer compensation

Management

For

For

3.

Ratification of Deloitte & Touche LLP as our independent auditor for fiscal year 2020

Management

For

For

4.

Shareholder Proposal - Report on Employee Representation on Board of Directors

Shareholder

Against

For

5.

Shareholder Proposal - Report on Gender Pay Gap

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

32,809

0

11-Nov-2019

11-Nov-2019

MEDTRONIC PLC

Security

G5960L103

Meeting Type

Annual

Ticker Symbol

MDT

Meeting Date

06-Dec-2019

ISIN

IE00BTN1Y115

Agenda

935094336 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Richard H. Anderson

Management

For

For

1B.

Election of Director: Craig Arnold

Management

For

For

1C.

Election of Director: Scott C. Donnelly

Management

For

For

1D.

Election of Director: Andrea J. Goldsmith, Ph.D.

Management

For

For

1E.

Election of Director: Randall J. Hogan, III

Management

For

For

1F.

Election of Director: Omar Ishrak

Management

For

For

1G.

Election of Director: Michael O. Leavitt

Management

For

For

1H.

Election of Director: James T. Lenehan

Management

For

For

1I.

Election of Director: Geoffrey S. Martha

Management

For

For

1J.

Election of Director: Elizabeth G. Nabel, M.D.

Management

For

For

1K.

Election of Director: Denise M. O'Leary

Management

For

For

1L.

Election of Director: Kendall J. Powell

Management

For

For

2.

To ratify, in a non-binding vote, the appointment of PricewaterhouseCoopers LLP as Medtronic's independent auditor for fiscal year 2020 and to authorize, in a binding vote, the Board of Directors, acting through the Audit Committee, to set the auditor's remuneration.

Management

For

For

3.

To approve, in a non-binding advisory vote, named executive officer compensation (a "Say-on-Pay" vote).

Management

For

For

4.

To renew the Board's authority to issue shares.

Management

For

For

5.

To renew the Board's authority to opt out of pre-emption rights.

Management

For

For

6.

Authorizing the Company and any subsidiary of the Company to make overseas market purchases of Medtronic ordinary shares.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

7,469

0

15-Nov-2019

15-Nov-2019

CISCO SYSTEMS, INC.

Security

17275R102

Meeting Type

Annual

Ticker Symbol

CSCO

Meeting Date

10-Dec-2019

ISIN

US17275R1023

Agenda

935094920 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: M. Michele Burns

Management

For

For

1B.

Election of Director: Wesley G. Bush

Management

For

For

1C.

Election of Director: Michael D. Capellas

Management

For

For

1D.

Election of Director: Mark Garrett

Management

For

For

1E.

Election of Director: Dr. Kristina M. Johnson

Management

For

For

1F.

Election of Director: Roderick C. McGeary

Management

For

For

1G.

Election of Director: Charles H. Robbins

Management

For

For

1H.

Election of Director: Arun Sarin

Management

For

For

1I.

Election of Director: Brenton L. Saunders

Management

For

For

1J.

Election of Director: Carol B. Tomé

Management

For

For

2.

Approval, on an advisory basis, of executive compensation.

Management

For

For

3.

Ratification of PricewaterhouseCoopers LLP as Cisco's independent registered public accounting firm for fiscal 2020.

Management

For

For

4.

Approval to have Cisco's Board adopt a policy to have an independent Board chairman.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

39,150

0

18-Nov-2019

18-Nov-2019

NORTONLIFELOCK INC.

Security

871503108

Meeting Type

Annual

Ticker Symbol

Meeting Date

19-Dec-2019

ISIN

US8715031089

Agenda

935100709 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Sue Barsamian

Management

For

For

1B.

Election of Director: Frank E. Dangeard

Management

For

For

1C.

Election of Director: Nora M. Denzel

Management

For

For

1D.

Election of Director: Peter A. Feld

Management

For

For

1E.

Election of Director: Kenneth Y. Hao

Management

For

For

1F.

Election of Director: David W. Humphrey

Management

For

For

1G.

Election of Director: Vincent Pilette

Management

For

For

1H.

Election of Director: V. Paul Unruh

Management

For

For

2.

Ratification of the appointment of KPMG LLP as our independent registered public accounting firm for the 2020 fiscal year.

Management

For

For

3.

Advisory vote to approve executive compensation.

Management

For

For

4.

Stockholder proposal regarding independent board chairman.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

26,200

0

27-Nov-2019

27-Nov-2019

COSTCO WHOLESALE CORPORATION

Security

22160K105

Meeting Type

Annual

Ticker Symbol

COST

Meeting Date

22-Jan-2020

ISIN

US22160K1051

Agenda

935114087 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Susan L. Decker

For

For

2

Richard A. Galanti

For

For

3

Sally Jewell

For

For

4

Charles T. Munger

For

For

2.

Ratification of selection of independent auditors.

Management

For

For

3.

Approval, on an advisory basis, of executive compensation.

Management

For

For

4.

Approval to amend Articles of Incorporation to permit removal of directors without cause.

Management

For

For

5.

Shareholder proposal regarding a director skills matrix and disclosure of director ideological perspectives.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

3,701

0

23-Dec-2019

23-Dec-2019

D.R. HORTON, INC.

Security

23331A109

Meeting Type

Annual

Ticker Symbol

DHI

Meeting Date

22-Jan-2020

ISIN

US23331A1097

Agenda

935119188 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Donald R. Horton

Management

For

For

1B.

Election of director: Barbara K. Allen

Management

For

For

1C.

Election of director: Brad S. Anderson

Management

For

For

1D.

Election of Director: Michael R. Buchanan

Management

For

For

1E.

Election of Director: Michael W. Hewatt

Management

For

For

1F.

Election of Director: Maribess L. Miller

Management

For

For

2.

Proposal Two: Approval of the advisory resolution on executive compensation.

Management

For

For

3.

Proposal Three: Ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

7,550

0

30-Dec-2019

30-Dec-2019

VISA INC.

Security

92826C839

Meeting Type

Annual

Ticker Symbol

V

Meeting Date

28-Jan-2020

ISIN

US92826C8394

Agenda

935113807 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Lloyd A. Carney

Management

For

For

1B.

Election of Director: Mary B. Cranston

Management

For

For

1C.

Election of Director: Francisco Javier Fernández-Carbajal

Management

For

For

1D.

Election of Director: Alfred F. Kelly, Jr.

Management

For

For

1E.

Election of Director: Ramon L. Laguarta

Management

For

For

1F.

Election of Director: John F. Lundgren

Management

For

For

1G.

Election of Director: Robert W. Matschullat

Management

For

For

1H.

Election of Director: Denise M. Morrison

Management

For

For

1I.

Election of Director: Suzanne Nora Johnson

Management

For

For

1J.

Election of Director: John A. C. Swainson

Management

For

For

1K.

Election of Director: Maynard G. Webb, Jr.

Management

For

For

2.

Advisory vote to approve executive compensation.

Management

For

For

3.

Ratification of the appointment of KPMG LLP as our independent registered public accounting firm for the 2020 fiscal year.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

17,800

0

30-Dec-2019

30-Dec-2019

ACCENTURE PLC

Security

G1151C101

Meeting Type

Annual

Ticker Symbol

ACN

Meeting Date

30-Jan-2020

ISIN

IE00B4BNMY34

Agenda

935116118 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Re-appointment of Director: Jaime Ardila

Management

For

For

1B.

Re-appointment of Director: Herbert Hainer

Management

For

For

1C.

Re-appointment of Director: Nancy McKinstry

Management

For

For

1D.

Re-appointment of Director: Gilles C. Pélisson

Management

For

For

1E.

Re-appointment of Director: Paula A. Price

Management

For

For

1F.

Re-appointment of Director: Venkata (Murthy) Renduchintala

Management

For

For

1G.

Re-appointment of Director: David Rowland

Management

For

For

1H.

Re-appointment of Director: Arun Sarin

Management

For

For

1I.

Re-appointment of Director: Julie Sweet

Management

For

For

1J.

Re-appointment of Director: Frank K. Tang

Management

For

For

1K.

Re-appointment of Director: Tracey T. Travis

Management

For

For

2.

To approve, in a non-binding vote, the compensation of our named executive officers.

Management

For

For

3.

To approve the Amended and Restated Accenture plc 2010 Share Incentive Plan.

Management

For

For

4.

To ratify, in a non-binding vote, the appointment of KPMG LLP ("KPMG") as independent auditors of Accenture and to authorize, in a binding vote, the Audit Committee of the Board of Directors to determine KPMG's remuneration.

Management

For

For

5.

To grant the Board of Directors the authority to issue shares under Irish law.

Management

For

For

6.

To grant the Board of Directors the authority to opt-out of pre-emption rights under Irish law.

Management

For

For

7.

To determine the price range at which Accenture can re- allot shares that it acquires as treasury shares under Irish law.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

6,950

0

24-Dec-2019

24-Dec-2019

WESTROCK COMPANY

Security

96145D105

Meeting Type

Annual

Ticker Symbol

WRK

Meeting Date

31-Jan-2020

ISIN

US96145D1054

Agenda

935115231 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Colleen F. Arnold

Management

For

For

1B.

Election of Director: Timothy J. Bernlohr

Management

For

For

1C.

Election of Director: J. Powell Brown

Management

For

For

1D.

Election of Director: Terrell K. Crews

Management

For

For

1E.

Election of Director: Russell M. Currey

Management

For

For

1F.

Election of Director: Suzan F. Harrison

Management

For

For

1G.

Election of Director: John A. Luke, Jr.

Management

For

For

1H.

Election of Director: Gracia C. Martore

Management

For

For

1I.

Election of Director: James E. Nevels

Management

For

For

1J.

Election of Director: Timothy H. Powers

Management

For

For

1K

Election of Director: Steven C. Voorhees

Management

For

For

1L.

Election of Director: Bettina M. Whyte

Management

For

For

1M.

Election of Director: Alan D. Wilson

Management

For

For

2.

Advisory Vote to Approve Executive Compensation.

Management

For

For

3.

Ratification of Appointment of Ernst & Young LLP.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

500

0

17-Jan-2020

17-Jan-2020

DEERE & COMPANY

Security

244199105

Meeting Type

Annual

Ticker Symbol

DE

Meeting Date

26-Feb-2020

ISIN

US2441991054

Agenda

935120876 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Samuel R. Allen

Management

For

For

1B.

Election of Director: Alan C. Heuberger

Management

For

For

1C.

Election of Director: Charles O. Holliday, Jr.

Management

For

For

1D.

Election of Director: Dipak C. Jain

Management

For

For

1E.

Election of Director: Michael O. Johanns

Management

For

For

1F.

Election of Director: Clayton M. Jones

Management

For

For

1G.

Election of Director: John C. May

Management

For

For

1H.

Election of Director: Gregory R. Page

Management

For

For

1I.

Election of Director: Sherry M. Smith

Management

For

For

1J.

Election of Director: Dmitri L. Stockton

Management

For

For

1K.

Election of Director: Sheila G. Talton

Management

For

For

2.

Amendment to Deere's ByLaws to provide that courts located in Delaware will be the exclusive forum for certain legal disputes

Management

Against

Against

3.

Advisory vote on executive compensation

Management

For

For

4.

Approval of the John Deere 2020 Equity and Incentive Plan

Management

For

For

5.

Ratification of the appointment of Deloitte & Touche LLP as Deere's independent registered public accounting firm for fiscal 2020

Management

For

For

6.

Shareholder Proposal - Adopt a Board Ideology Disclosure Policy

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

6,100

0

04-Feb-2020

04-Feb-2020

APPLE INC.

Security

037833100

Meeting Type

Annual

Ticker Symbol

AAPL

Meeting Date

26-Feb-2020

ISIN

US0378331005

Agenda

935121563 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: James Bell

Management

For

For

1B.

Election of Director: Tim Cook

Management

For

For

1C.

Election of Director: Al Gore

Management

For

For

1D.

Election of Director: Andrea Jung

Management

For

For

1E.

Election of Director: Art Levinson

Management

For

For

1F.

Election of Director: Ron Sugar

Management

For

For

1G.

Election of Director: Sue Wagner

Management

For

For

2.

Ratification of the appointment of Ernst & Young LLP as Apple's independent registered public accounting firm for 2020

Management

For

For

3.

Advisory vote to approve executive compensation

Management

For

For

4.

A shareholder proposal entitled "Shareholder Proxy Access Amendments"

Shareholder

Against

For

5.

A shareholder proposal relating to sustainability and executive compensation

Shareholder

Against

For

6.

A shareholder proposal relating to policies on freedom of expression

Shareholder

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

19,383

0

05-Feb-2020

05-Feb-2020

DIGITAL REALTY TRUST, INC.

Security

253868103

Meeting Type

Special

Ticker Symbol

DLR

Meeting Date

27-Feb-2020

ISIN

US2538681030

Agenda

935128137 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

To consider and vote on a proposal to approve the issuance of shares of common stock of Digital Realty Trust, Inc., which we refer to as DLR, to be paid by Digital Intrepid Holding B.V. (formerly known as DN 39J 7A B.V.), which we refer to as Buyer, to the shareholders of InterXion Holding N.V., which we refer to as INXN, in connection with the transactions contemplated by the purchase agreement, dated October 29, 2019, as amended, by and among DLR, INXN and Buyer (a copy of purchase agreement is attached as Annex A to accompanying proxy statement/prospectus).

Management

For

For

2.

To consider and vote on a proposal to approve one or more adjournments of the DLR special meeting to another date, time or place, if necessary or appropriate, to solicit additional proxies in favor of the proposal to approve the issuance of shares of DLR common stock in connection with the transactions contemplated by the purchase agreement.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

2,450

0

13-Feb-2020

13-Feb-2020

JOHNSON CONTROLS INTERNATIONAL PLC

Security

G51502105

Meeting Type

Annual

Ticker Symbol

JCI

Meeting Date

04-Mar-2020

ISIN

IE00BY7QL619

Agenda

935123795 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Jean Blackwell

Management

For

For

1B.

Election of Director: Pierre Cohade

Management

For

For

1C.

Election of Director: Michael E. Daniels

Management

For

For

1D.

Election of Director: Juan Pablo del Valle Perochena

Management

For

For

1E.

Election of Director: W. Roy Dunbar

Management

For

For

1F.

Election of Director: Gretchen R. Haggerty

Management

For

For

1G.

Election of Director: Simone Menne

Management

For

For

1H.

Election of Director: George R. Oliver

Management

For

For

1I.

Election of Director: Jürgen Tinggren

Management

For

For

1J.

Election of Director: Mark Vergnano

Management

For

For

1K.

Election of Director: R. David Yost

Management

For

For

1L.

Election of Director: John D. Young

Management

For

For

2.A

To ratify the appointment of PricewaterhouseCoopers LLP as the independent auditors of the Company.

Management

For

For

2.B

To authorize the Audit Committee of the Board of Directors to set the auditors' remuneration.

Management

For

For

3.

To authorize the Company and/or any subsidiary of the Company to make market purchases of Company shares.

Management

For

For

4.

To determine the price range at which the Company can re-allot shares that it holds as treasury shares (Special Resolution).

Management

For

For

5.

To approve, in a non-binding advisory vote, the compensation of the named executive officers.

Management

Against

Against

6.

To approve the Directors' authority to allot shares up to approximately 33% of issued share capital.

Management

For

For

7.

To approve the waiver of statutory pre-emption rights with respect to up to 5% of issued share capital (Special Resolution).

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

8,253

0

14-Feb-2020

14-Feb-2020

QUALCOMM INCORPORATED

Security

747525103

Meeting Type

Annual

Ticker Symbol

QCOM

Meeting Date

10-Mar-2020

ISIN

US7475251036

Agenda

935123783 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Mark Fields

Management

For

For

1B.

Election of Director: Jeffrey W. Henderson

Management

For

For

1C.

Election of Director: Ann M. Livermore

Management

For

For

1D.

Election of Director: Harish Manwani

Management

For

For

1E.

Election of Director: Mark D. McLaughlin

Management

For

For

1F.

Election of Director: Steve Mollenkopf

Management

For

For

1G.

Election of Director: Clark T. Randt, Jr.

Management

For

For

1H.

Election of Director: Irene B. Rosenfeld

Management

For

For

1I.

Election of Director: Kornelis "Neil" Smit

Management

For

For

1J.

Election of Director: Anthony J. Vinciquerra

Management

For

For

2.

To ratify the selection of PricewaterhouseCoopers LLP as our independent public accountants for our fiscal year ending September 27, 2020.

Management

For

For

3.

To approve the amended and restated 2016 Long-Term Incentive Plan, including an increase in the share reserve by 74,500,000 shares.

Management

For

For

4.

To approve, on an advisory basis, our executive compensation.

Management

Against

Against

5.

To approve, on an advisory basis, the frequency of future advisory votes on our executive compensation.

Management

1 Year

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

8,320

0

14-Feb-2020

14-Feb-2020

THE WALT DISNEY COMPANY

Security

254687106

Meeting Type

Annual

Ticker Symbol

DIS

Meeting Date

11-Mar-2020

ISIN

US2546871060

Agenda

935125648 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Susan E. Arnold

Management

For

For

1B.

Election of Director: Mary T. Barra

Management

For

For

1C.

Election of Director: Safra A. Catz

Management

For

For

1D.

Election of Director: Francis A. deSouza

Management

For

For

1E.

Election of Director: Michael B.G. Froman

Management

For

For

1F.

Election of Director: Robert A. Iger

Management

For

For

1G.

Election of Director: Maria Elena Lagomasino

Management

For

For

1H.

Election of Director: Mark G. Parker

Management

For

For

1I.

Election of Director: Derica W. Rice

Management

For

For

2.

To ratify the appointment of PricewaterhouseCoopers LLP as the Company's registered public accountants for fiscal 2020.

Management

For

For

3.

To approve the advisory resolution on executive compensation.

Management

Against

Against

4.

To approve an amendment to the Company's Amended and Restated 2011 Stock Incentive Plan.

Management

For

For

5.

Shareholder proposal requesting an annual report disclosing information regarding the Company's lobbying policies and activities.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

17,750

0

20-Feb-2020

20-Feb-2020

APPLIED MATERIALS, INC.

Security

038222105

Meeting Type

Annual

Ticker Symbol

AMAT

Meeting Date

12-Mar-2020

ISIN

US0382221051

Agenda

935126258 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Judy Bruner

Management

For

For

1B.

Election of Director: Xun (Eric) Chen

Management

For

For

1C.

Election of Director: Aart J. de Geus

Management

For

For

1D.

Election of Director: Gary E. Dickerson

Management

For

For

1E.

Election of Director: Stephen R. Forrest

Management

For

For

1F.

Election of Director: Thomas J. Iannotti

Management

For

For

1G.

Election of Director: Alexander A. Karsner

Management

For

For

1H.

Election of Director: Adrianna C. Ma

Management

For

For

1I.

Election of Director: Yvonne McGill

Management

For

For

1J.

Election of Director: Scott A. McGregor

Management

For

For

2.

Approval, on an advisory basis, of the compensation of Applied Materials' named executive officers for fiscal year 2019.

Management

For

For

3.

Ratification of the appointment of KPMG LLP as Applied Materials' independent registered public accounting firm for fiscal year 2020.

Management

For

For

4.

Approval of an amendment and restatement of Applied Materials' Certificate of Incorporation to allow shareholders to act by written consent.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

18,970

0

20-Feb-2020

20-Feb-2020

HEWLETT PACKARD ENTERPRISE COMPANY

Security

42824C109

Meeting Type

Annual

Ticker Symbol

HPE

Meeting Date

01-Apr-2020

ISIN

US42824C1099

Agenda

935130461 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Daniel Ammann

Management

For

For

1B.

Election of Director: Pamela L. Carter

Management

For

For

1C.

Election of Director: Jean M. Hobby

Management

For

For

1D.

Election of Director: George R. Kurtz

Management

For

For

1E.

Election of Director: Raymond J. Lane

Management

For

For

1F.

Election of Director: Ann M. Livermore

Management

For

For

1G.

Election of Director: Antonio F. Neri

Management

For

For

1H.

Election of Director: Charles H. Noski

Management

For

For

1I.

Election of Director: Raymond E. Ozzie

Management

For

For

1J.

Election of Director: Gary M. Reiner

Management

For

For

1K.

Election of Director: Patricia F. Russo

Management

For

For

1L.

Election of Director: Lip-Bu Tan

Management

For

For

1M.

Election of Director: Mary Agnes Wilderotter

Management

For

For

2.

Ratification of the appointment of the independent registered public accounting firm for the fiscal year ending October 31, 2020.

Management

For

For

3.

Advisory vote to approve executive compensation.

Management

For

For

4.

Stockholder proposal entitled: "Shareholder Approval of Bylaw Amendments".

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

8,900

0

27-Feb-2020

27-Feb-2020

LENNAR CORPORATION

Security

526057104

Meeting Type

Annual

Ticker Symbol

LEN

Meeting Date

07-Apr-2020

ISIN

US5260571048

Agenda

935133001 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Rick Beckwitt

Management

For

For

1B.

Election of Director: Irving Bolotin

Management

For

For

1C.

Election of Director: Steven L. Gerard

Management

For

For

1D.

Election of Director: Tig Gilliam

Management

For

For

1E.

Election of Director: Sherrill W. Hudson

Management

For

For

1F.

Election of Director: Jonathan M. Jaffe

Management

For

For

1G.

Election of Director: Sidney Lapidus

Management

For

For

1H.

Election of Director: Teri P. McClure

Management

For

For

1I.

Election of Director: Stuart Miller

Management

For

For

1J.

Election of Director: Armando Olivera

Management

For

For

1K.

Election of Director: Jeffrey Sonnenfeld

Management

For

For

1L.

Election of Director: Scott Stowell

Management

Against

Against

2.

Approve, on an advisory basis, the compensation of our named executive officers.

Management

Against

Against

3.

Ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for our fiscal year ending November 30, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

6,000

0

17-Mar-2020

17-Mar-2020

DOW INC.

Security

260557103

Meeting Type

Annual

Ticker Symbol

DOW

Meeting Date

09-Apr-2020

ISIN

US2605571031

Agenda

935132441 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Samuel R. Allen

Management

For

For

1B.

Election of Director: Ajay Banga

Management

For

For

1C.

Election of Director: Jacqueline K. Barton

Management

For

For

1D.

Election of Director: James A. Bell

Management

For

For

1E.

Election of Director: Wesley G. Bush

Management

For

For

1F.

Election of Director: Richard K. Davis

Management

For

For

1G.

Election of Director: Jeff M. Fettig

Management

For

For

1H.

Election of Director: Jim Fitterling

Management

For

For

1I.

Election of Director: Jacqueline C. Hinman

Management

For

For

1J.

Election of Director: Jill S. Wyant

Management

For

For

1K.

Election of Director: Daniel W. Yohannes

Management

For

For

2.

Advisory Resolution to Approve Executive Compensation

Management

For

For

3.

Advisory Resolution on the Frequency of Future Advisory Votes to Approve Executive Compensation

Management

1 Year

For

4.

Ratification of the Appointment of the Independent Registered Public Accounting Firm

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

7,583

0

18-Mar-2020

18-Mar-2020

ADOBE INC

Security

00724F101

Meeting Type

Annual

Ticker Symbol

ADBE

Meeting Date

09-Apr-2020

ISIN

US00724F1012

Agenda

935132580 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Amy Banse

Management

For

For

1B.

Election of Director: Frank Calderoni

Management

For

For

1C.

Election of Director: James Daley

Management

For

For

1D.

Election of Director: Laura Desmond

Management

For

For

1E.

Election of Director: Charles Geschke

Management

For

For

1F.

Election of Director: Shantanu Narayen

Management

For

For

1G.

Election of Director: Kathleen Oberg

Management

For

For

1H.

Election of Director: Dheeraj Pandey

Management

For

For

1I.

Election of Director: David Ricks

Management

For

For

1J.

Election of Director: Daniel Rosensweig

Management

For

For

1K.

Election of Director: John Warnock

Management

For

For

2.

Approve the 2020 Employee Stock Purchase Plan, which amends and restates the 1997 Employee Stock Purchase Plan.

Management

For

For

3.

Ratify the appointment of KPMG LLP as our independent registered public accounting firm for our fiscal year ending on November 27, 2020.

Management

For

For

4.

Approve, on an advisory basis, the compensation of our named executive officers.

Management

For

For

5.

Consider and vote upon one stockholder proposal.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

3,850

0

17-Mar-2020

17-Mar-2020

FIFTH THIRD BANCORP

Security

316773100

Meeting Type

Annual

Ticker Symbol

FITB

Meeting Date

14-Apr-2020

ISIN

US3167731005

Agenda

935135170 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Nicholas K. Akins

Management

For

For

1B.

Election of Director: B. Evan Bayh, III

Management

For

For

1C.

Election of Director: Jorge L. Benitez

Management

For

For

1D.

Election of Director: Katherine B. Blackburn

Management

For

For

1E.

Election of Director: Emerson L. Brumback

Management

For

For

1F.

Election of Director: Jerry W. Burris

Management

For

For

1G.

Election of Director: Greg D. Carmichael

Management

For

For

1H.

Election of Director: C. Bryan Daniels

Management

For

For

1I.

Election of Director: Thomas H. Harvey

Management

For

For

1J.

Election of Director: Gary R. Heminger

Management

For

For

1K.

Election of Director: Jewell D. Hoover

Management

For

For

1L.

Election of Director: Eileen A. Mallesch

Management

For

For

1M.

Election of Director: Michael B. McCallister

Management

For

For

1N.

Election of Director: Marsha C. Williams

Management

For

For

2.

Approval of the appointment of the firm of Deloitte & Touche LLP to serve as the independent external audit firm for the Company for the year 2020.

Management

For

For

3.

An advisory approval of the Company's executive compensation.

Management

For

For

4.

An advisory vote to determine whether the shareholder vote on the compensation of the Company's executives will occur every 1, 2, or 3 years.

Management

1 Year

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

15,400

0

12-Mar-2020

12-Mar-2020

AMERICAN ELECTRIC POWER COMPANY, INC.

Security

025537101

Meeting Type

Annual

Ticker Symbol

AEP

Meeting Date

21-Apr-2020

ISIN

US0255371017

Agenda

935134611 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Nicholas K. Akins

Management

For

For

1B.

Election of Director: David J. Anderson

Management

For

For

1C.

Election of Director: J. Barnie Beasley, Jr.

Management

For

For

1D.

Election of Director: Ralph D. Crosby, Jr.

Management

For

For

1E.

Election of Director: Art A. Garcia

Management

For

For

1F.

Election of Director: Linda A. Goodspeed

Management

For

For

1G.

Election of Director: Thomas E. Hoaglin

Management

For

For

1H.

Election of Director: Sandra Beach Lin

Management

For

For

1I.

Election of Director: Margaret M. McCarthy

Management

For

For

1J.

Election of Director: Richard C. Notebaert

Management

For

For

1K.

Election of Director: Stephen S. Rasmussen

Management

For

For

1L.

Election of Director: Oliver G. Richard III

Management

For

For

1M.

Election of Director: Sara Martinez Tucker

Management

For

For

2.

Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

Advisory approval of the Company's executive compensation.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

1,750

0

19-Mar-2020

19-Mar-2020

U.S. BANCORP

Security

902973304

Meeting Type

Annual

Ticker Symbol

USB

Meeting Date

21-Apr-2020

ISIN

US9029733048

Agenda

935137085 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Warner L. Baxter

Management

For

For

1B.

Election of Director: Dorothy J. Bridges

Management

For

For

1C.

Election of Director: Elizabeth L. Buse

Management

For

For

1D.

Election of Director: Marc N. Casper

Management

For

For

1E.

Election of Director: Andrew Cecere

Management

For

For

1F.

Election of Director: Kimberly J. Harris

Management

For

For

1G.

Election of Director: Roland A. Hernandez

Management

For

For

1H.

Election of Director: Olivia F. Kirtley

Management

For

For

1I.

Election of Director: Karen S. Lynch

Management

For

For

1J.

Election of Director: Richard P. McKenney

Management

For

For

1K.

Election of Director: Yusuf I. Mehdi

Management

For

For

1L.

Election of Director: John P. Wiehoff

Management

For

For

1M.

Election of Director: Scott W. Wine

Management

For

For

2.

The ratification of the selection of Ernst & Young LLP as our independent auditor for the 2020 fiscal year.

Management

For

For

3.

An advisory vote to approve the compensation of our executives disclosed in this proxy statement.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

8,725

0

18-Mar-2020

18-Mar-2020

M&T BANK CORPORATION

Security

55261F104

Meeting Type

Annual

Ticker Symbol

MTB

Meeting Date

21-Apr-2020

ISIN

US55261F1049

Agenda

935139611 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

C. Angela Bontempo

For

For

2

Robert T. Brady

For

For

3

T. J. Cunningham III

For

For

4

Gary N. Geisel

For

For

5

Richard S. Gold

For

For

6

Richard A. Grossi

For

For

7

John D. Hawke, Jr.

For

For

8

René F. Jones

For

For

9

Richard H. Ledgett, Jr.

For

For

10

Newton P.S. Merrill

For

For

11

Kevin J. Pearson

For

For

12

Melinda R. Rich

For

For

13

Robert E. Sadler, Jr.

For

For

14

Denis J. Salamone

For

For

15

John R. Scannell

For

For

16

David S. Scharfstein

For

For

17

Herbert L. Washington

For

For

2.

TO APPROVE THE COMPENSATION OF M&T BANK CORPORATION'S NAMED EXECUTIVE OFFICERS.

Management

For

For

3.

TO RATIFY THE APPOINTMENT OF PRICEWATERHOUSECOOPERS LLP AS THE INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM OF M&T BANK CORPORATION FOR THE YEAR ENDING DECEMBER 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

2,200

0

17-Mar-2020

17-Mar-2020

CITIGROUP INC.

Security

172967424

Meeting Type

Annual

Ticker Symbol

C

Meeting Date

21-Apr-2020

ISIN

US1729674242

Agenda

935139849 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Michael L. Corbat

Management

For

For

1B.

Election of Director: Ellen M. Costello

Management

For

For

1C.

Election of Director: Grace E. Dailey

Management

For

For

1D.

Election of Director: Barbara J. Desoer

Management

For

For

1E.

Election of Director: John C. Dugan

Management

For

For

1F.

Election of Director: Duncan P. Hennes

Management

For

For

1G.

Election of Director: Peter B. Henry

Management

For

For

1H.

Election of Director: S. Leslie Ireland

Management

For

For

1I.

Election of Director: Lew W. (Jay) Jacobs, IV

Management

For

For

1J.

Election of Director: Renée J. James

Management

For

For

1K.

Election of Director: Gary M. Reiner

Management

For

For

1L.

Election of Director: Diana L. Taylor

Management

For

For

1M.

Election of Director: James S. Turley

Management

For

For

1N.

Election of Director: Deborah C. Wright

Management

For

For

1O.

Election of Director: Alexander R. Wynaendts

Management

Against

Against

1P.

Election of Director: Ernesto Zedillo Ponce de Leon

Management

For

For

2.

Proposal to ratify the selection of KPMG LLP as Citi's independent registered public accounting firm for 2020.

Management

For

For

3.

Advisory vote to approve Citi's 2019 Executive Compensation.

Management

For

For

4.

Approval of Additional Authorized Shares Under the Citigroup 2019 Stock Incentive Plan.

Management

For

For

5.

Stockholder proposal requesting an amendment to Citi's proxy access by-law provisions pertaining to the aggregation limit.

Shareholder

Against

For

6.

Stockholder proposal requesting that the Board review Citi's governance documents and make recommendations to shareholders on how the "Purpose of a Corporation" signed by Citi's CEO can be fully implemented.

Shareholder

Against

For

7.

Stockholder proposal requesting a report disclosing information regarding Citi's lobbying policies and activities.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

13,700

0

27-Mar-2020

27-Mar-2020

THE COCA-COLA COMPANY

Security

191216100

Meeting Type

Annual

Ticker Symbol

KO

Meeting Date

22-Apr-2020

ISIN

US1912161007

Agenda

935136285 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Herbert A. Allen

Management

��

For

For

1B.

Election of Director: Marc Bolland

Management

For

For

1C.

Election of Director: Ana Botín

Management

For

For

1D.

Election of Director: Christopher C. Davis

Management

For

For

1E.

Election of Director: Barry Diller

Management

For

For

1F.

Election of Director: Helene D. Gayle

Management

For

For

1G.

Election of Director: Alexis M. Herman

Management

For

For

1H.

Election of Director: Robert A. Kotick

Management

For

For

1I.

Election of Director: Maria Elena Lagomasino

Management

For

For

1J.

Election of Director: James Quincey

Management

For

For

1K.

Election of Director: Caroline J. Tsay

Management

For

For

1L.

Election of Director: David B. Weinberg

Management

For

For

2.

Advisory vote to approve executive compensation.

Management

For

For

3.

Ratification of the appointment of Ernst & Young LLP as Independent Auditors.

Management

For

For

4.

Shareowner proposal on sugar and public health.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

10,900

0

23-Mar-2020

23-Mar-2020

SIGNATURE BANK

Security

82669G104

Meeting Type

Annual

Ticker Symbol

SBNY

Meeting Date

22-Apr-2020

ISIN

US82669G1040

Agenda

935138506 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Joseph J. DePaolo

Management

For

For

1B.

Election of Director: Barney Frank

Management

For

For

1C.

Election of Director: Scott A. Shay

Management

For

For

2.

To ratify the appointment of KPMG LLP, an independent registered public accounting firm, as the independent auditors for the year ending December 31, 2020.

Management

For

For

3.

Advisory vote on executive compensation.

Management

For

For

4.

Approval of the Bank's share repurchase plan.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

1,200

0

28-Mar-2020

28-Mar-2020

HUNTINGTON BANCSHARES INCORPORATED

Security

446150104

Meeting Type

Annual

Ticker Symbol

HBAN

Meeting Date

22-Apr-2020

ISIN

US4461501045

Agenda

935139647 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Lizabeth Ardisana

For

For

2

Alanna Y. Cotton

For

For

3

Ann B. Crane

For

For

4

Robert S. Cubbin

For

For

5

Steven G. Elliott

For

For

6

Gina D. France

For

For

7

J Michael Hochschwender

For

For

8

John C. Inglis

For

For

9

Katherine M. A. Kline

For

For

10

Richard W. Neu

For

For

11

Kenneth J. Phelan

For

For

12

David L. Porteous

For

For

13

Stephen D. Steinour

For

For

2.

Ratification of the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm for 2020.

Management

For

For

3.

Advisory resolution to approve, on a non-binding basis, the compensation of executives as disclosed in the accompanying proxy statement.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

34,750

0

20-Mar-2020

20-Mar-2020

BANK OF AMERICA CORPORATION

Security

060505104

Meeting Type

Annual

Ticker Symbol

BAC

Meeting Date

22-Apr-2020

ISIN

US0605051046

Agenda

935139825 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Sharon L. Allen

Management

For

For

1B.

Election of Director: Susan S. Bies

Management

For

For

1C.

Election of Director: Jack O. Bovender, Jr.

Management

For

For

1D.

Election of Director: Frank P. Bramble, Sr.

Management

For

For

1E.

Election of Director: Pierre J.P. de Weck

Management

For

For

1F.

Election of Director: Arnold W. Donald

Management

For

For

1G.

Election of Director: Linda P. Hudson

Management

For

For

1H.

Election of Director: Monica C. Lozano

Management

For

For

1I.

Election of Director: Thomas J. May

Management

For

For

1J.

Election of Director: Brian T. Moynihan

Management

For

For

1K.

Election of Director: Lionel L. Nowell III

Management

For

For

1L.

Election of Director: Denise L. Ramos

Management

For

For

1M.

Election of Director: Clayton S. Rose

Management

For

For

1N.

Election of Director: Michael D. White

Management

For

For

1O.

Election of Director: Thomas D. Woods

Management

For

For

1P.

Election of Director: R. David Yost

Management

For

For

1Q.

Election of Director: Maria T. Zuber

Management

For

For

2.

Approving Our Executive Compensation (an Advisory, Non-binding "Say on Pay" Resolution).

Management

For

For

3.

Ratifying the Appointment of Our Independent Registered Public Accounting Firm for 2020.

Management

For

For

4.

Make Shareholder Proxy Access More Accessible.

Shareholder

Against

For

5.

Adopt a New Shareholder Right - Written Consent

Shareholder

Against

For

6.

Report Concerning Gender/Racial Pay Equity.

Shareholder

Against

For

7.

Review of Statement of the Purpose of a Corporation and Report on Recommended Changes to Governance Documents, Policies, and Practices.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

45,300

0

27-Mar-2020

27-Mar-2020

HUMANA INC.

Security

444859102

Meeting Type

Annual

Ticker Symbol

HUM

Meeting Date

23-Apr-2020

ISIN

US4448591028

Agenda

935136211 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Kurt J. Hilzinger

Management

For

For

1B.

Election of Director: Frank J. Bisignano

Management

For

For

1C.

Election of Director: Bruce D. Broussard

Management

For

For

1D.

Election of Director: Frank A. D'Amelio

Management

For

For

1E.

Election of Director: W. Roy Dunbar

Management

For

For

1F.

Election of Director: Wayne A. I. Frederick, M.D.

Management

For

For

1G.

Election of Director: John W. Garratt

Management

For

For

1H.

Election of Director: David A. Jones, Jr.

Management

For

For

1I.

Election of Director: Karen W. Katz

Management

For

For

1J.

Election of Director: William J. McDonald

Management

For

For

1K.

Election of Director: James J. O'Brien

Management

For

For

1L.

Election of Director: Marissa T. Peterson

Management

For

For

2.

The ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm.

Management

For

For

3.

Non-binding advisory vote for the approval of the compensation of the named executive officers as disclosed in the 2020 proxy statement.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

2,800

0

21-Mar-2020

21-Mar-2020

SVB FINANCIAL GROUP

Security

78486Q101

Meeting Type

Annual

Ticker Symbol

SIVB

Meeting Date

23-Apr-2020

ISIN

US78486Q1013

Agenda

935136398 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Greg W. Becker

For

For

2

Eric A. Benhamou

For

For

3

John S. Clendening

For

For

4

Roger F. Dunbar

For

For

5

Joel P. Friedman

For

For

6

Jeffrey N. Maggioncalda

For

For

7

Kay Matthews

For

For

8

Mary J. Miller

For

For

9

Kate D. Mitchell

For

For

10

John F. Robinson

For

For

11

Garen K. Staglin

For

For

2.

To approve, on an advisory basis, our executive compensation ("Say on Pay").

Management

For

For

3.

To ratify the appointment of KPMG LLP as the Company's independent registered public accounting firm for its fiscal year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

5,003

0

25-Mar-2020

25-Mar-2020

JOHNSON & JOHNSON

Security

478160104

Meeting Type

Annual

Ticker Symbol

JNJ

Meeting Date

23-Apr-2020

ISIN

US4781601046

Agenda

935137934 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Mary C. Beckerle

Management

For

For

1B.

Election Of Director: D. Scott Davis

Management

For

For

1C.

Election of Director: Ian E. L. Davis

Management

For

For

1D.

Election of Director: Jennifer A. Doudna

Management

For

For

1E.

Election of Director: Alex Gorsky

Management

For

For

1F.

Election of Director: Marillyn A. Hewson

Management

For

For

1G.

Election of Director: Hubert Joly

Management

For

For

1H.

Election of Director: Mark B. McClellan

Management

For

For

1I.

Election of Director: Anne M. Mulcahy

Management

For

For

1J.

Election of Director: Charles Prince

Management

For

For

1K.

Election of Director: A. Eugene Washington

Management

For

For

1L.

Election of Director: Mark A. Weinberger

Management

For

For

1M.

Election of Director: Ronald A. Williams

Management

For

For

2.

Advisory Vote to Approve Named Executive Officer Compensation.

Management

For

For

3.

Ratification of Appointment of PricewaterhouseCoopers LLP as the Independent Registered Public Accounting Firm for 2020.

Management

For

For

4.

Amendment to the Restated Certificate of Incorporation to Permit Removal of Directors Without Cause.

Management

For

For

5.

Independent Board Chair

Shareholder

Against

For

6.

Report on Governance of Opioids-Related Risks

Shareholder

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

5,172

0

26-Mar-2020

26-Mar-2020

EDISON INTERNATIONAL

Security

281020107

Meeting Type

Annual

Ticker Symbol

EIX

Meeting Date

23-Apr-2020

ISIN

US2810201077

Agenda

935138013 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Jeanne Beliveau-Dunn

Management

For

For

1B.

Election of Director: Michael C. Camuñez

Management

For

For

1C.

Election of Director: Vanessa C.L. Chang

Management

For

For

1D.

Election of Director: James T. Morris

Management

For

For

1E.

Election of Director: Timothy T. O'Toole

Management

For

For

1F.

Election of Director: Pedro J. Pizarro

Management

For

For

1G.

Election of Director: Carey A. Smith

Management

For

For

1H.

Election of Director: Linda G. Stuntz

Management

For

For

1I.

Election of Director: William P. Sullivan

Management

For

For

1J.

Election of Director: Peter J. Taylor

Management

For

For

1K.

Election of Director: Keith Trent

Management

For

For

2.

Ratification of the Independent Registered Public Accounting Firm.

Management

For

For

3.

Advisory Vote to Approve Executive Compensation.

Management

For

For

4.

Shareholder Proposal Regarding a Shareholder Vote on Bylaw Amendments.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

1,100

0

24-Mar-2020

24-Mar-2020

TEXAS INSTRUMENTS INCORPORATED

Security

882508104

Meeting Type

Annual

Ticker Symbol

TXN

Meeting Date

23-Apr-2020

ISIN

US8825081040

Agenda

935138722 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Mark A. Blinn

Management

For

For

1B.

Election of Director: Todd M. Bluedorn

Management

For

For

1C.

Election of Director: Janet F. Clark

Management

For

For

1D.

Election of Director: Carrie S. Cox

Management

For

For

1E.

Election of Director: Martin S. Craighead

Management

For

For

1F.

Election of Director: Jean M. Hobby

Management

For

For

1G.

Election of Director: Michael D. Hsu

Management

For

For

1H.

Election of Director: Ronald Kirk

Management

For

For

1I.

Election of Director: Pamela H. Patsley

Management

For

For

1J.

Election of Director: Robert E. Sanchez

Management

For

For

1K.

Election of Director: Richard K. Templeton

Management

For

For

2.

Board proposal regarding advisory approval of the Company's executive compensation.

Management

For

For

3.

Board proposal to ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

15,025

0

20-Mar-2020

20-Mar-2020

PFIZER INC.

Security

717081103

Meeting Type

Annual

Ticker Symbol

PFE

Meeting Date

23-Apr-2020

ISIN

US7170811035

Agenda

935138998 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Ronald E. Blaylock

Management

For

For

1B.

Election of Director: Albert Bourla

Management

For

For

1C.

Election of Director: W. Don Cornwell

Management

For

For

1D.

Election of Director: Joseph J. Echevarria

Management

For

For

1E.

Election of Director: Scott Gottlieb

Management

For

For

1F.

Election of Director: Helen H. Hobbs

Management

For

For

1G.

Election of Director: Susan Hockfield

Management

For

For

1H.

Election of Director: James M. Kilts

Management

For

For

1I.

Election of Director: Dan R. Littman

Management

For

For

1J.

Election of Director: Shantanu Narayen

Management

For

For

1K.

Election of Director: Suzanne Nora Johnson

Management

For

For

1L.

Election of Director: James Quincey

Management

For

For

1M.

Election of Director: James C. Smith

Management

For

For

2.

Ratify the selection of KPMG LLP as independent registered public accounting firm for 2020

Management

For

For

3.

2020 advisory approval of executive compensation

Management

For

For

4.

Shareholder proposal regarding right to act by written consent

Shareholder

Against

For

5.

Shareholder proposal regarding enhancing proxy access

Shareholder

Against

For

6.

Shareholder proposal regarding report on lobbying activities

Shareholder

Against

For

7.

Shareholder proposal regarding independent chair policy

Shareholder

Against

For

8.

Shareholder proposal regarding gender pay gap

Shareholder

Against

For

9.

Election of Director: Susan Desmond-Hellmann

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

9,150

0

08-Apr-2020

08-Apr-2020

THE AES CORPORATION

Security

00130H105

Meeting Type

Annual

Ticker Symbol

AES

Meeting Date

23-Apr-2020

ISIN

US00130H1059

Agenda

935139899 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Janet G. Davidson

Management

For

For

1B.

Election of Director: Andrés R. Gluski

Management

For

For

1C.

Election of Director: Tarun Khanna

Management

For

For

1D.

Election of Director: Holly K. Koeppel

Management

For

For

1E.

Election of Director: Julia M. Laulis

Management

For

For

1F.

Election of Director: James H. Miller

Management

For

For

1G.

Election of Director: Alain Monié

Management

For

For

1H.

Election of Director: John B. Morse, Jr.

Management

For

For

1I.

Election of Director: Moisés Naím

Management

For

For

1J.

Election of Director: Jeffrey W. Ubben

Management

For

For

2.

To approve, on an advisory basis, the Company's executive compensation.

Management

For

For

3.

To ratify the appointment of Ernst & Young LLP as the independent auditor of the Company for fiscal year 2020.

Management

For

For

4.

To vote on a non-binding Stockholder proposal seeking to adopt a by-law to subject any by-law or charter amendments to a Stockholder vote.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

8,000

0

23-Mar-2020

23-Mar-2020

AT&T INC.

Security

00206R102

Meeting Type

Annual

Ticker Symbol

T

Meeting Date

24-Apr-2020

ISIN

US00206R1023

Agenda

935138140 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Randall L. Stephenson

Management

For

For

1B.

Election of Director: Samuel A. Di Piazza, Jr.

Management

For

For

1C.

Election of Director: Richard W. Fisher

Management

For

For

1D.

Election of Director: Scott T. Ford

Management

For

For

1E.

Election of Director: Glenn H. Hutchins

Management

For

For

1F.

Election of Director: William E. Kennard

Management

For

For

1G.

Election of Director: Debra L. Lee

Management

For

For

1H.

Election of Director: Stephen J. Luczo

Management

For

For

1I.

Election of Director: Michael B. McCallister

Management

For

For

1J.

Election of Director: Beth E. Mooney

Management

For

For

1K.

Election of Director: Matthew K. Rose

Management

For

For

1L.

Election of Director: Cynthia B. Taylor

Management

For

For

1M.

Election of Director: Geoffrey Y. Yang

Management

For

For

2.

Ratification of appointment of independent auditors.

Management

For

For

3.

Advisory approval of executive compensation.

Management

For

For

4.

Independent Board Chairman.

Shareholder

Against

For

5.

Employee Representative Director.

Shareholder

Against

For

6.

Improve Guiding Principles of Executive Compensation.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

18,100

0

25-Mar-2020

25-Mar-2020

HONEYWELL INTERNATIONAL INC.

Security

438516106

Meeting Type

Annual

Ticker Symbol

HON

Meeting Date

27-Apr-2020

ISIN

US4385161066

Agenda

935137794 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Darius Adamczyk

Management

For

For

1B.

Election of Director: Duncan B. Angove

Management

For

For

1C.

Election of Director: William S. Ayer

Management

For

For

1D.

Election of Director: Kevin Burke

Management

For

For

1E.

Election of Director: D. Scott Davis

Management

For

For

1F.

Election of Director: Linnet F. Deily

Management

For

For

1G.

Election of Director: Deborah Flint

Management

For

For

1H.

Election of Director: Judd Gregg

Management

For

For

1I.

Election of Director: Clive Hollick

Management

For

For

1J.

Election of Director: Grace D. Lieblein

Management

For

For

1K.

Election of Director: Raymond T. Odierno

Management

For

For

1L.

Election of Director: George Paz

Management

For

For

1M.

Election of Director: Robin L. Washington

Management

For

For

2.

Advisory Vote to Approve Executive Compensation.

Management

For

For

3.

Approval of Independent Accountants.

Management

For

For

4.

Let Shareholders Vote on Bylaw Amendments.

Shareholder

Against

For

5.

Report on Lobbying Activities and Expenditures.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

5,550

0

02-Apr-2020

02-Apr-2020

THE BOEING COMPANY

Security

097023105

Meeting Type

Annual

Ticker Symbol

BA

Meeting Date

27-Apr-2020

ISIN

US0970231058

Agenda

935140575 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Robert A. Bradway

Management

For

For

1B.

Election of Director: David L. Calhoun

Management

For

For

1C.

Election of Director: Arthur D. Collins Jr.

Management

For

For

1D.

Election of Director: Edmund P. Giambastiani Jr.

Management

For

For

1E.

Election of Director: Lynn J. Good

Management

For

For

1F.

Election of Director: Nikki R. Haley

Management

For

For

1G.

Election of Director: Akhil Johri

Management

For

For

1H.

Election of Director: Lawrence W. Kellner

Management

For

For

1I.

Election of Director: Caroline B. Kennedy

Management

For

For

1J.

Election of Director: Steven M. Mollenkopf

Management

For

For

1K.

Election of Director: John M. Richardson

Management

For

For

1L.

Election of Director: Susan C. Schwab

Management

For

For

1M.

Election of Director: Ronald A. Williams

Management

For

For

2.

Approve, on an Advisory Basis, Named Executive Officer Compensation.

Management

Against

Against

3.

Ratify the Appointment of Deloitte & Touche LLP as Independent Auditor for 2020.

Management

For

For

4.

Disclosure of Director Skills, Ideological Perspectives, and Experience and Minimum Director Qualifications.

Shareholder

Against

For

5.

Additional Report on Lobbying Activities.

Shareholder

Against

For

6.

Policy Requiring Independent Board Chairman.

Shareholder

Against

For

7.

Written Consent.

Shareholder

For

Against

8.

Mandatory Retention of Significant Stock by Executives.

Shareholder

Against

For

9.

Additional Disclosure of Compensation Adjustments.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

3,405

0

04-Apr-2020

04-Apr-2020

UNITED TECHNOLOGIES CORPORATION

Security

913017109

Meeting Type

Annual

Ticker Symbol

UTX

Meeting Date

27-Apr-2020

ISIN

US9130171096

Agenda

935142707 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Lloyd J. Austin III

Management

For

For

1B.

Election of Director: Gregory J. Hayes

Management

For

For

1C.

Election of Director: Marshall O. Larsen

Management

For

For

1D.

Election of Director: Robert K. (Kelly) Ortberg

Management

For

For

1E.

Election of Director: Margaret L. O'Sullivan

Management

For

For

1F.

Election of Director: Denise L. Ramos

Management

For

For

1G.

Election of Director: Fredric G. Reynolds

Management

For

For

1H.

Election of Director: Brian C. Rogers

Management

For

For

2.

Advisory Vote to Approve Executive Compensation.

Management

For

For

3.

Appoint PricewaterhouseCoopers LLP to Serve as Independent Auditor for 2020.

Management

For

For

4.

Shareowner Proposal regarding a Simple Majority Vote Requirement.

Shareholder

For

5.

Shareowner Proposal to Create a Committee to Prepare a Report regarding the Impact of Plant Closure on Communities and Alternatives to Help Mitigate the Effects.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

4,100

0

27-Mar-2020

27-Mar-2020

CYRUSONE INC.

Security

23283R100

Meeting Type

Annual

Ticker Symbol

CONE

Meeting Date

27-Apr-2020

ISIN

US23283R1005

Agenda

935146159 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

David H. Ferdman

For

For

2

John W. Gamble, Jr.

For

For

3

Michael A. Klayko

For

For

4

T. Tod Nielsen

For

For

5

Alex Shumate

For

For

6

William E. Sullivan

For

For

7

Lynn A. Wentworth

For

For

2.

Advisory vote to approve the compensation of the Company's named executive officers

Management

For

For

3.

Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the year ending December 31, 2020

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

11,000

0

28-Mar-2020

28-Mar-2020

BRIXMOR PROPERTY GROUP INC

Security

11120U105

Meeting Type

Annual

Ticker Symbol

BRX

Meeting Date

28-Apr-2020

ISIN

US11120U1051

Agenda

935131514 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.1

Election of Director: James M. Taylor Jr.

Management

For

For

1.2

Election of Director: John G. Schreiber

Management

For

For

1.3

Election of Director: Michael Berman

Management

For

For

1.4

Election of Director: Julie Bowerman

Management

For

For

1.5

Election of Director: Sheryl M. Crosland

Management

For

For

1.6

Election of Director: Thomas W. Dickson

Management

For

For

1.7

Election of Director: Daniel B. Hurwitz

Management

For

For

1.8

Election of Director: William D. Rahm

Management

For

For

1.9

Election of Director: Gabrielle Sulzberger

Management

For

For

2.

To ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for 2020.

Management

For

For

3.

To approve, on a non-binding advisory basis, the compensation paid to our named executive officers.

Management

For

For

4.

To determine, on a non-binding advisory basis, the frequency of future non-binding advisory votes to approve the compensation paid to our named executive officers.

Management

1 Year

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

13,500

0

28-Mar-2020

28-Mar-2020

INTERNATIONAL BUSINESS MACHINES CORP.

Security

459200101

Meeting Type

Annual

Ticker Symbol

IBM

Meeting Date

28-Apr-2020

ISIN

US4592001014

Agenda

935137782 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Thomas Buberl

Management

For

For

1B.

Election of Director: Michael L. Eskew

Management

For

For

1C.

Election of Director: David N. Farr

Management

For

For

1D.

Election of Director: Alex Gorsky

Management

For

For

1E.

Election of Director: Michelle J. Howard

Management

For

For

1F.

Election of Director: Arvind Krishna

Management

For

For

1G.

Election of Director: Andrew N. Liveris

Management

For

For

1H.

Election of Director: F. William McNabb III

Management

For

For

1I.

Election of Director: Martha E. Pollack

Management

For

For

1J.

Election of Director: Virginia M. Rometty

Management

For

For

1K.

Election of Director: Joseph R. Swedish

Management

For

For

1L.

Election of Director: Sidney Taurel

Management

For

For

1M.

Election of Director: Peter R. Voser

Management

For

For

1N.

Election of Director: Frederick H. Waddell

Management

For

For

2.

Ratification of Appointment of Independent Registered Public Accounting Firm.

Management

For

For

3.

Advisory Vote on Executive Compensation.

Management

For

For

4.

Stockholder Proposal on Shareholder Right to Remove Directors.

Shareholder

For

Against

5.

Stockholder Proposal on the Right to Act by Written Consent.

Shareholder

For

Against

6.

Stockholder Proposal to Have an Independent Board Chairman.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

3,368

0

25-Mar-2020

25-Mar-2020

CENTENE CORPORATION

Security

15135B101

Meeting Type

Annual

Ticker Symbol

CNC

Meeting Date

28-Apr-2020

ISIN

US15135B1017

Agenda

935140715 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

ELECTION OF DIRECTOR: Michael F. Neidorff

Management

For

For

1B.

ELECTION OF DIRECTOR: H. James Dallas

Management

For

For

1C.

ELECTION OF DIRECTOR: Robert K. Ditmore

Management

For

For

1D.

ELECTION OF DIRECTOR: Richard A. Gephardt

Management

For

For

1E.

ELECTION OF DIRECTOR: Lori J. Robinson

Management

For

For

1F.

ELECTION OF DIRECTOR: William L. Trubeck

Management

For

For

2.

ADVISORY RESOLUTION TO APPROVE EXECUTIVE COMPENSATION.

Management

Against

Against

3.

RATIFICATION OF APPOINTMENT OF KPMG LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING DECEMBER 31, 2020.

Management

For

For

4.

APPROVAL OF AMENDMENT TO THE 2002 EMPLOYEE STOCK PURCHASE PLAN, AS AMENDED AND RESTATED.

Management

For

For

5.

THE STOCKHOLDER PROPOSAL ON POLITICAL SPENDING DISCLOSURES AS DESCRIBED IN THE PROXY STATEMENT.

Shareholder

Against

For

6.

THE STOCKHOLDER PROPOSAL ON THE ELIMINATION OF SUPERMAJORITY VOTING PROVISIONS AS DESCRIBED IN THE PROXY STATEMENT.

Shareholder

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

10,200

0

01-Apr-2020

01-Apr-2020

LAZARD LTD

Security

G54050102

Meeting Type

Annual

Ticker Symbol

LAZ

Meeting Date

28-Apr-2020

ISIN

BMG540501027

Agenda

935143040 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Kenneth M. Jacobs

For

For

2

Michelle Jarrard

For

For

3

Iris Knobloch

For

For

4

Philip A. Laskawy

For

For

2.

Non-binding advisory vote regarding executive compensation.

Management

For

For

3.

Ratification of appointment of Deloitte & Touche LLP as Lazard Ltd's independent registered public accounting firm for 2020 and authorization of the Board of Directors, acting by its Audit Committee, to set their remuneration.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

9,175

0

25-Mar-2020

25-Mar-2020

CORTEVA INC.

Security

22052L104

Meeting Type

Annual

Ticker Symbol

CTVA

Meeting Date

28-Apr-2020

ISIN

US22052L1044

Agenda

935148672 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Lamberto Andreotti

Management

Against

Against

1B.

Election of Director: Robert A. Brown

Management

For

For

1C.

Election of Director: James C. Collins, Jr.

Management

For

For

1D.

Election of Director: Klaus A. Engel

Management

For

For

1E.

Election of Director: Michael O. Johanns

Management

For

For

1F.

Election of Director: Lois D. Juliber

Management

For

For

1G.

Election of Director: Rebecca B. Liebert

Management

For

For

1H.

Election of Director: Marcos M. Lutz

Management

For

For

1I.

Election of Director: Nayaki Nayyar

Management

For

For

1J.

Election of Director: Gregory R. Page

Management

For

For

1K.

Election of Director: Lee M. Thomas

Management

For

For

1L.

Election of Director: Patrick J. Ward

Management

For

For

2.

Advisory resolution to approve executive compensation of the Company's named executive officers.

Management

For

For

3.

Advisory resolution on the frequency of the stockholder vote on the compensation of the Company's named executive officers.

Management

1 Year

For

4.

Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for 2020.

Management

For

For

5.

Approval of Corteva, Inc. Global Omnibus Employee Stock Purchase Plan.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

7,233

0

01-Apr-2020

01-Apr-2020

MARATHON PETROLEUM CORPORATION

Security

56585A102

Meeting Type

Annual

Ticker Symbol

MPC

Meeting Date

29-Apr-2020

ISIN

US56585A1025

Agenda

935144333 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

Approval of an amendment to the company's Restated Certificate of Incorporation to phase out the classified Board of Directors.

Management

For

For

2A.

Election of Class III Director: Steven A. Davis (One-year term expiring in 2021 if Item 1 is approved, or three year term expiring in 2023 if Item 1 is not approved).

Management

For

For

2B.

Election of Class III Director: J. Michael Stice (One-year term expiring in 2021 if Item 1 is approved, or three year term expiring in 2023 if Item 1 is not approved).

Management

For

For

2C.

Election of Class III Director: John P. Surma (One-year term expiring in 2021 if Item 1 is approved, or three year term expiring in 2023 if Item 1 is not approved).

Management

For

For

2D.

Election of Class III Director: Susan Tomasky (One-year term expiring in 2021 if Item 1 is approved, or three year term expiring in 2023 if Item 1 is not approved).

Management

For

For

3.

Ratification of the selection of PricewaterhouseCoopers LLP as the company's independent auditor for 2020.

Management

For

For

4.

Approval, on an advisory basis, of the company's named executive officer compensation.

Management

For

For

5.

Shareholder proposal seeking simple majority vote provisions.

Shareholder

For

For

6.

Shareholder proposal seeking a report on integrating community impacts into the company's executive compensation program.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

1,579

0

31-Mar-2020

31-Mar-2020

PROLOGIS, INC.

Security

74340W103

Meeting Type

Annual

Ticker Symbol

PLD

Meeting Date

29-Apr-2020

ISIN

US74340W1036

Agenda

935145664 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Hamid R. Moghadam

Management

For

For

1B.

Election of Director: Cristina G. Bita

Management

For

For

1C.

Election of Director: George L. Fotiades

Management

For

For

1D.

Election of Director: Lydia H. Kennard

Management

For

For

1E.

Election of Director: Irving F. Lyons III

Management

For

For

1F.

Election of Director: Avid Modjtabai

Management

For

For

1G.

Election of Director: David P. O'Connor

Management

For

For

1H.

Election of Director: Olivier Piani

Management

For

For

1I.

Election of Director: Jeffrey L. Skelton

Management

For

For

1J.

Election of Director: Carl B. Webb

Management

For

For

1K.

Election of Director: William D. Zollars

Management

For

For

2.

Advisory Vote to Approve the Company's Executive Compensation for 2019

Management

Against

Against

3.

Vote to Approve the Prologis, Inc. 2020 Long-Term Incentive Plan

Management

For

For

4.

Vote to Approve an Amendment to our Articles of Incorporation to Increase the Number of Authorized Shares of Common Stock

Management

For

For

5.

Ratification of the Appointment of KPMG LLP as the Company's Independent Registered Public Accounting Firm for the Year 2020

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

6,400

0

02-Apr-2020

02-Apr-2020

CORNING INCORPORATED

Security

219350105

Meeting Type

Annual

Ticker Symbol

GLW

Meeting Date

30-Apr-2020

ISIN

US2193501051

Agenda

935142721 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Donald W. Blair

Management

For

For

1B.

Election of Director: Leslie A. Brun

Management

For

For

1C.

Election of Director: Stephanie A. Burns

Management

For

For

1D.

Election of Director: Richard T. Clark

Management

For

For

1E.

Election of Director: Robert F. Cummings, Jr.

Management

For

For

1F.

Election of Director: Deborah A. Henretta

Management

For

For

1G.

Election of Director: Daniel P. Huttenlocher

Management

For

For

1H.

Election of Director: Kurt M. Landgraf

Management

For

For

1I.

Election of Director: Kevin J. Martin

Management

For

For

1J.

Election of Director: Deborah D. Rieman

Management

For

For

1K.

Election of Director: Hansel E. Tookes, II

Management

For

For

1L.

Election of Director: Wendell P. Weeks

Management

For

For

1M.

Election of Director: Mark S. Wrighton

Management

For

For

2.

Advisory approval of the Company's executive compensation (Say on Pay).

Management

For

For

3.

Ratification of the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

19,000

0

07-Apr-2020

07-Apr-2020

VALERO ENERGY CORPORATION

Security

91913Y100

Meeting Type

Annual

Ticker Symbol

VLO

Meeting Date

30-Apr-2020

ISIN

US91913Y1001

Agenda

935144484 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: H. Paulett Eberhart

Management

For

For

1B.

Election of Director: Joseph W. Gorder

Management

For

For

1C.

Election of Director: Kimberly S. Greene

Management

For

For

1D.

Election of Director: Deborah P. Majoras

Management

For

For

1E.

Election of Director: Eric D. Mullins

Management

For

For

1F.

Election of Director: Donald L. Nickles

Management

For

For

1G.

Election of Director: Philip J. Pfeiffer

Management

For

For

1H.

Election of Director: Robert A. Profusek

Management

For

For

1I.

Election of Director: Stephen M. Waters

Management

For

For

1J.

Election of Director: Randall J. Weisenburger

Management

For

For

1K.

Election of Director: Rayford Wilkins, Jr.

Management

For

For

2.

Ratify the appointment of KPMG LLP as Valero's independent registered public accounting firm for 2020.

Management

For

For

3.

Approve, by non-binding vote, the 2019 compensation of our named executive officers.

Management

For

For

4.

Approve 2020 Omnibus Stock Incentive Plan.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

12,350

0

03-Apr-2020

03-Apr-2020

EOG RESOURCES, INC.

Security

26875P101

Meeting Type

Annual

Ticker Symbol

EOG

Meeting Date

30-Apr-2020

ISIN

US26875P1012

Agenda

935145272 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Janet F. Clark

Management

For

For

1B.

Election of Director: Charles R. Crisp

Management

For

For

1C.

Election of Director: Robert P. Daniels

Management

For

For

1D.

Election of Director: James C. Day

Management

For

For

1E.

Election of Director: C. Christopher Gaut

Management

For

For

1F.

Election of Director: Julie J. Robertson

Management

For

For

1G.

Election of Director: Donald F. Textor

Management

For

For

1H.

Election of Director: William R. Thomas

Management

For

For

2.

To ratify the appointment by the Audit Committee of the Board of Directors of Deloitte & Touche LLP, independent registered public accounting firm, as auditors for the Company for the year ending December 31, 2020.

Management

For

For

3.

To approve, by non-binding vote, the compensation of the Company's named executive officers.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

8,700

0

06-Apr-2020

06-Apr-2020

THE GOLDMAN SACHS GROUP, INC.

Security

38141G104

Meeting Type

Annual

Ticker Symbol

GS

Meeting Date

30-Apr-2020

ISIN

US38141G1040

Agenda

935147757 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: M. Michele Burns

Management

For

For

1B.

Election of Director: Drew G. Faust

Management

For

For

1C.

Election of Director: Mark A. Flaherty

Management

For

For

1D.

Election of Director: Ellen J. Kullman

Management

For

For

1E.

Election of Director: Lakshmi N. Mittal

Management

For

For

1F.

Election of Director: Adebayo O. Ogunlesi

Management

For

For

1G.

Election of Director: Peter Oppenheimer

Management

For

For

1H.

Election of Director: David M. Solomon

Management

For

For

1I.

Election of Director: Jan E. Tighe

Management

For

For

1J.

Election of Director: David A. Viniar

Management

For

For

1K.

Election of Director: Mark O. Winkelman

Management

For

For

2.

Advisory Vote to Approve Executive Compensation (Say on Pay).

Management

For

For

3.

Ratification of PricewaterhouseCoopers LLP as our Independent Registered Public Accounting Firm for 2020.

Management

For

For

4.

Shareholder Proposal Regarding Right to Act by Written Consent.

Shareholder

For

Against

5.

Shareholder Proposal Regarding Board Oversight of the "Statement on the Purpose of a Corporation".

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

3,915

0

08-Apr-2020

08-Apr-2020

WELLTOWER INC.

Security

95040Q104

Meeting Type

Annual

Ticker Symbol

WELL

Meeting Date

30-Apr-2020

ISIN

US95040Q1040

Agenda

935150021 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Kenneth J. Bacon

Management

For

For

1B.

Election of Director: Thomas J. DeRosa

Management

For

For

1C.

Election of Director: Karen B. DeSalvo

Management

For

For

1D.

Election of Director: Jeffrey H. Donahue

Management

For

For

1E.

Election of Director: Sharon M. Oster

Management

For

For

1F.

Election of Director: Sergio D. Rivera

Management

For

For

1G.

Election of Director: Johnese M. Spisso

Management

For

For

1H.

Election of Director: Kathryn M. Sullivan

Management

For

For

2.

The ratification of the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year 2020.

Management

For

For

3.

The approval, on an advisory basis, of the compensation of our named executive officers as disclosed in the 2020 Proxy Statement.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

3,375

0

03-Apr-2020

03-Apr-2020

BERKSHIRE HATHAWAY INC.

Security

084670702

Meeting Type

Annual

Ticker Symbol

BRKB

Meeting Date

02-May-2020

ISIN

US0846707026

Agenda

935144105 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Warren E. Buffett

For

For

2

Charles T. Munger

For

For

3

Gregory E. Abel

For

For

4

Howard G. Buffett

For

For

5

Stephen B. Burke

For

For

6

Kenneth I. Chenault

For

For

7

Susan L. Decker

For

For

8

David S. Gottesman

For

For

9

Charlotte Guyman

For

For

10

Ajit Jain

For

For

11

Thomas S. Murphy

For

For

12

Ronald L. Olson

For

For

13

Walter Scott, Jr.

For

For

14

Meryl B. Witmer

For

For

2.

Non-binding resolution to approve the compensation of the Company's Named Executive Officers, as described in the 2020 Proxy Statement.

Management

For

For

3.

Non-binding resolution to determine the frequency (whether annual, biennial or triennial) with which shareholders of the Company shall be entitled to have an advisory vote on executive compensation.

Management

1 Year

Against

4.

Shareholder proposal regarding diversity.

Shareholder

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

720

0

07-Apr-2020

07-Apr-2020

TERRENO REALTY CORPORATION

Security

88146M101

Meeting Type

Annual

Ticker Symbol

TRNO

Meeting Date

05-May-2020

ISIN

US88146M1018

Agenda

935141945 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: W. Blake Baird

Management

For

For

1B.

Election of Director: Michael A. Coke

Management

For

For

1C.

Election of Director: Linda Assante

Management

For

For

1D.

Election of Director: LeRoy E. Carlson

Management

For

For

1E.

Election of Director: David M. Lee

Management

For

For

1F.

Election of Director: Gabriela Franco Parcella

Management

For

For

1G.

Election of Director: Douglas M. Pasquale

Management

For

For

1H.

Election of Director: Dennis Polk

Management

For

For

2.

Adoption of a resolution to approve, on a non-binding advisory basis, the compensation of certain executives, as more fully described in the proxy statement.

Management

For

For

3.

Ratification of the appointment of Ernst & Young LLP as our independent registered certified public accounting firm for the 2020 fiscal year.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

3,600

0

31-Mar-2020

31-Mar-2020

AMERICAN EXPRESS COMPANY

Security

025816109

Meeting Type

Annual

Ticker Symbol

AXP

Meeting Date

05-May-2020

ISIN

US0258161092

Agenda

935151439 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director for a term of one year: Charlene Barshefsky

Management

For

For

1B.

Election of Director for a term of one year: John J. Brennan

Management

For

For

1C.

Election of Director for a term of one year: Peter Chernin

Management

For

For

1D.

Election of Director for a term of one year: Ralph de la Vega

Management

For

For

1E.

Election of Director for a term of one year: Anne Lauvergeon

Management

For

For

1F.

Election of Director for a term of one year: Michael O. Leavitt

Management

For

For

1G.

Election of Director for a term of one year: Theodore J. Leonsis

Management

For

For

1H.

Election of Director for a term of one year: Karen L. Parkhill

Management

For

For

1I.

Election of Director for a term of one year: Lynn A. Pike

Management

For

For

1J.

Election of Director for a term of one year: Stephen J. Squeri

Management

For

For

1K.

Election of Director for a term of one year: Daniel L. Vasella

Management

For

For

1L.

Election of Director for a term of one year: Ronald A. Williams

Management

For

For

1M.

Election of Director for a term of one year: Christopher D. Young

Management

For

For

2.

Ratification of appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for 2020.

Management

For

For

3.

Approval, on an advisory basis, of the Company's executive compensation.

Management

For

For

4.

Approval of Amended and Restated Incentive Compensation Plan.

Management

For

For

5.

Shareholder proposal relating to action by written consent.

Shareholder

For

Against

6.

Shareholder proposal relating to gender/racial pay equity.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

10,600

0

03-Apr-2020

03-Apr-2020

BRISTOL-MYERS SQUIBB COMPANY

Security

110122108

Meeting Type

Annual

Ticker Symbol

BMY

Meeting Date

05-May-2020

ISIN

US1101221083

Agenda

935151681 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Peter J. Arduini

Management

For

For

1B.

Election of Director: Robert Bertolini

Management

For

For

1C.

Election of Director: Michael W. Bonney

Management

For

For

1D.

Election of Director: Giovanni Caforio, M.D.

Management

For

For

1E.

Election of Director: Matthew W. Emmens

Management

For

For

1F.

Election of Director: Julia A. Haller, M.D.

Management

For

For

1G.

Election of Director: Dinesh C. Paliwal

Management

For

For

1H.

Election of Director: Theodore R. Samuels

Management

For

For

1I.

Election of Director: Vicki L. Sato, Ph.D.

Management

For

For

1J.

Election of Director: Gerald L. Storch

Management

For

For

1K.

Election of Director: Karen H. Vousden, Ph.D.

Management

For

For

1L.

Election of Director: Phyllis R. Yale

Management

For

For

2.

Advisory vote to approve the compensation of our Named Executive Officers.

Management

For

For

3.

Ratification of the appointment of an independent registered public accounting firm.

Management

For

For

4.

Shareholder Proposal on Separate Chair & CEO.

Shareholder

Against

For

5.

Shareholder Proposal on Shareholder Right to Act by Written Consent.

Shareholder

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

17,250

0

13-Apr-2020

13-Apr-2020

WEC ENERGY GROUP, INC.

Security

92939U106

Meeting Type

Annual

Ticker Symbol

WEC

Meeting Date

06-May-2020

ISIN

US92939U1060

Agenda

935145501 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Patricia W. Chadwick

Management

For

For

1B.

Election of Director: Curt S. Culver

Management

For

For

1C.

Election of Director: Danny L. Cunningham

Management

For

For

1D.

Election of Director: William M. Farrow III

Management

For

For

1E.

Election of Director: Thomas J. Fischer

Management

For

For

1F.

Election of Director: J. Kevin Fletcher

Management

For

For

1G.

Election of Director: Maria C. Green

Management

For

For

1H.

Election of Director: Gale E. Klappa

Management

For

For

1I.

Election of Director: Henry W. Knueppel

Management

For

For

1J.

Election of Director: Thomas K. Lane

Management

For

For

1K.

Election of Director: Ulice Payne, Jr.

Management

For

For

1L.

Election of Director: Mary Ellen Stanek

Management

For

For

2.

Advisory Vote to Approve Compensation of the Named Executive Officers.

Management

For

For

3.

Ratification of Deloitte & Touche LLP as Independent Auditors for 2020

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

8,200

0

15-Apr-2020

15-Apr-2020

PEPSICO, INC.

Security

713448108

Meeting Type

Annual

Ticker Symbol

PEP

Meeting Date

06-May-2020

ISIN

US7134481081

Agenda

935148901 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Shona L. Brown

Management

For

For

1B.

Election of Director: Cesar Conde

Management

For

For

1C.

Election of Director: Ian Cook

Management

For

For

1D.

Election of Director: Dina Dublon

Management

For

For

1E.

Election of Director: Richard W. Fisher

Management

For

For

1F.

Election of Director: Michelle Gass

Management

For

For

1G.

Election of Director: Ramon L. Laguarta

Management

For

For

1H.

Election of Director: David C. Page

Management

For

For

1I.

Election of Director: Robert C. Pohlad

Management

For

For

1J.

Election of Director: Daniel Vasella

Management

For

For

1K.

Election of Director: Darren Walker

Management

For

For

1L.

Election of Director: Alberto Weisser

Management

For

For

2.

Ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for fiscal year 2020.

Management

For

For

3.

Advisory approval of the Company's executive compensation.

Management

For

For

4.

Shareholder Proposal - Reduce Ownership Threshold to Call Special Shareholder Meetings.

Shareholder

For

Against

5.

SHAREHOLDER PROPOSAL - REPORT ON SUGAR AND PUBLIC HEALTH.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

2,400

0

07-Apr-2020

07-Apr-2020

CSX CORPORATION

Security

126408103

Meeting Type

Annual

Ticker Symbol

CSX

Meeting Date

06-May-2020

ISIN

US1264081035

Agenda

935150348 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Donna M. Alvarado

Management

For

For

1B.

Election of Director: Pamela L. Carter

Management

For

For

1C.

Election of Director: James M. Foote

Management

For

For

1D.

Election of Director: Steven T. Halverson

Management

For

For

1E.

Election of Director: Paul C. Hilal

Management

For

For

1F.

Election of Director: John D. McPherson

Management

For

For

1G.

Election of Director: David M. Moffett

Management

For

For

1H.

Election of Director: Linda H. Riefler

Management

For

For

1I.

Election of Director: Suzanne M. Vautrinot

Management

For

For

1J.

Election of Director: J. Steven Whisler

Management

For

For

1K.

Election of Director: John J. Zillmer

Management

For

For

2.

The ratification of the appointment of Ernst & Young LLP as the Independent Registered Public Accounting Firm for 2020.

Management

For

For

3.

Advisory (non-binding) resolution to approve compensation for the Company's named executive officers.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

23,325

0

02-Apr-2020

02-Apr-2020

GILEAD SCIENCES, INC.

Security

375558103

Meeting Type

Annual

Ticker Symbol

GILD

Meeting Date

06-May-2020

ISIN

US3755581036

Agenda

935151883 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Jacqueline K. Barton, Ph.D.

Management

For

For

1B.

Election of Director: Sandra J. Horning, M.D.

Management

For

For

1C.

Election of Director: Kelly A. Kramer

Management

For

For

1D.

Election of Director: Kevin E. Lofton

Management

For

For

1E.

Election of Director: Harish Manwani

Management

For

For

1F.

Election of Director: Daniel P. O'Day

Management

For

For

1G.

Election of Director: Richard J. Whitley, M.D.

Management

For

For

1H.

Election of Director: Per Wold-Olsen

Management

For

For

2.

To ratify the selection of Ernst & Young LLP by the Audit Committee of the Board of Directors as the independent registered public accounting firm of Gilead for the fiscal year ending December 31, 2020.

Management

For

For

3.

To approve, on an advisory basis, the compensation of our Named Executive Officers as presented in the Proxy Statement.

Management

Against

Against

4.

To vote on a stockholder proposal, if properly presented at the meeting, requesting that the Board adopt a policy that the Chairperson of the Board of Directors be an independent director.

Shareholder

Against

For

5.

To vote on a stockholder proposal, if properly presented at the meeting, requesting that the Board eliminate the ownership threshold for stockholders to request a record date to take action by written consent.

Shareholder

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

9,150

0

14-Apr-2020

14-Apr-2020

PHILIP MORRIS INTERNATIONAL INC.

Security

718172109

Meeting Type

Annual

Ticker Symbol

PM

Meeting Date

06-May-2020

ISIN

US7181721090

Agenda

935152594 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: André Calantzopoulos

Management

For

For

1B.

Election of Director: Louis C. Camilleri

Management

For

For

1C.

Election of Director: Werner Geissler

Management

For

For

1D.

Election of Director: Lisa A. Hook

Management

For

For

1E.

Election of Director: Jennifer Li

Management

For

For

1F.

Election of Director: Jun Makihara

Management

For

For

1G.

Election of Director: Kalpana Morparia

Management

For

For

1H.

Election of Director: Lucio A. Noto

Management

For

For

1I.

Election of Director: Frederik Paulsen

Management

For

For

1J.

Election of Director: Robert B. Polet

Management

For

For

2.

Advisory Vote Approving Executive Compensation

Management

For

For

3.

Ratification of the Selection of Independent Auditors

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

7,350

0

06-Apr-2020

06-Apr-2020

CME GROUP INC.

Security

12572Q105

Meeting Type

Annual

Ticker Symbol

CME

Meeting Date

06-May-2020

ISIN

US12572Q1058

Agenda

935153407 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Equity Director: Terrence A. Duffy

Management

For

For

1B.

Election of Equity Director: Timothy S. Bitsberger

Management

For

For

1C.

Election of Equity Director: Charles P. Carey

Management

For

For

1D.

Election of Equity Director: Dennis H. Chookaszian

Management

For

For

1E.

Election of Equity Director: Bryan T. Durkin

Management

For

For

1F.

Election of Equity Director: Ana Dutra

Management

For

For

1G.

Election of Equity Director: Martin J. Gepsman

Management

For

For

1H.

Election of Equity Director: Larry G. Gerdes

Management

For

For

1I.

Election of Equity Director: Daniel R. Glickman

Management

For

For

1J.

Election of Equity Director: Daniel G. Kaye

Management

For

For

1K.

Election of Equity Director: Phyllis M. Lockett

Management

For

For

1L.

Election of Equity Director: Deborah J. Lucas

Management

For

For

1M.

Election of Equity Director: Terry L. Savage

Management

For

For

1N.

Election of Equity Director: Rahael Seifu

Management

For

For

1O.

Election of Equity Director: William R. Shepard

Management

For

For

1P.

Election of Equity Director: Howard J. Siegel

Management

For

For

1Q.

Election of Equity Director: Dennis A. Suskind

Management

For

For

2.

Ratification of the appointment of Ernst & Young as our independent registered public accounting firm for 2020.

Management

For

For

3.

Advisory vote on the compensation of our named executive officers.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

1,404

0

02-Apr-2020

02-Apr-2020

QTS REALTY TRUST, INC.

Security

74736A103

Meeting Type

Annual

Ticker Symbol

QTS

Meeting Date

06-May-2020

ISIN

US74736A1034

Agenda

935154106 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Chad L. Williams

For

For

2

John W. Barter

For

For

3

William O. Grabe

For

For

4

Catherine R. Kinney

For

For

5

Peter A. Marino

For

For

6

Scott D. Miller

For

For

7

Mazen Rawashdeh

For

For

8

Wayne M. Rehberger

For

For

9

Philip P. Trahanas

For

For

10

Stephen E. Westhead

For

For

2.

To approve, on a non-binding advisory basis, the compensation paid to the Company's named executive officers.

Management

Against

Against

3.

To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

14,100

0

08-Apr-2020

08-Apr-2020

EVERSOURCE ENERGY

Security

30040W108

Meeting Type

Annual

Ticker Symbol

ES

Meeting Date

06-May-2020

ISIN

US30040W1080

Agenda

935155386 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Trustee: Cotton M. Cleveland

Management

For

For

1B.

Election of Trustee: James S. DiStasio

Management

For

For

1C.

Election of Trustee: Francis A. Doyle

Management

For

For

1D.

Election of Trustee: Linda Dorcena Forry

Management

For

For

1E.

Election of Trustee: James J. Judge

Management

For

For

1F.

Election of Trustee: John Y. Kim

Management

For

For

1G.

Election of Trustee: Kenneth R. Leibler

Management

For

For

1H.

Election of Trustee: David H. Long

Management

For

For

1I.

Election of Trustee: William C. Van Faasen

Management

For

For

1J.

Election of Trustee: Frederica M. Williams

Management

For

For

2.

Consider an advisory proposal approving the compensation of our Named Executive Officers.

Management

For

For

3.

Ratify the selection of Deloitte & Touche LLP as our independent registered public accounting firm for 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

250

0

03-Apr-2020

03-Apr-2020

VERIZON COMMUNICATIONS INC.

Security

92343V104

Meeting Type

Annual

Ticker Symbol

VZ

Meeting Date

07-May-2020

ISIN

US92343V1044

Agenda

935148406 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1a.

Election of Director: Shellye L. Archambeau

Management

For

For

1b.

Election of Director: Mark T. Bertolini

Management

For

For

1c.

Election of Director: Vittorio Colao

Management

For

For

1d.

Election of Director: Melanie L. Healey

Management

For

For

1e.

Election of Director: Clarence Otis, Jr.

Management

For

For

1f.

Election of Director: Daniel H. Schulman

Management

For

For

1g.

Election of Director: Rodney E. Slater

Management

For

For

1h.

Election of Director: Hans E. Vestberg

Management

For

For

1i.

Election of Director: Gregory G. Weaver

Management

For

For

2.

Advisory Vote to Approve Executive Compensation

Management

For

For

3.

Ratification of Appointment of Independent Registered Public Accounting Firm

Management

For

For

4.

Nonqualified Savings Plan Earnings

Shareholder

Against

For

5.

Special Shareholder Meetings

Shareholder

For

Against

6.

Lobbying Activities Report

Shareholder

Against

For

7.

User Privacy Metric

Shareholder

Against

For

8.

Amend Severance Approval Policy

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

25,540

0

08-Apr-2020

08-Apr-2020

EDWARDS LIFESCIENCES CORPORATION

Security

28176E108

Meeting Type

Annual

Ticker Symbol

EW

Meeting Date

07-May-2020

ISIN

US28176E1082

Agenda

935151845 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Michael A. Mussallem

Management

For

For

1B.

Election of Director: Kieran T. Gallahue

Management

For

For

1C.

Election of Director: Leslie S. Heisz

Management

For

For

1D.

Election of Director: William J. Link, Ph.D.

Management

For

For

1E.

Election of Director: Steven R. Loranger

Management

For

For

1F.

Election of Director: Martha H. Marsh

Management

For

For

1G.

Election of Director: Ramona Sequeira

Management

For

For

1H.

Election of Director: Nicholas J. Valeriani

Management

For

For

2.

ADVISORY VOTE TO APPROVE COMPENSATION OF NAMED EXECUTIVE OFFICERS.

Management

For

For

3.

APPROVAL OF THE 2020 NONEMPLOYEE DIRECTORS STOCK INCENTIVE PROGRAM.

Management

For

For

4.

APPROVAL OF AMENDMENT OF THE CERTIFICATE OF INCORPORATION TO INCREASE THE NUMBER OF AUTHORIZED SHARES OF COMMON STOCK FOR THE PURPOSE OF EFFECTING A THREE-FOR-ONE STOCK SPLIT.

Management

For

For

5.

RATIFICATION OF APPOINTMENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM.

Management

For

For

6.

ADVISORY VOTE ON A STOCKHOLDER PROPOSAL REGARDING ACTION BY WRITTEN CONSENT.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

1,000

0

07-Apr-2020

07-Apr-2020

COLGATE-PALMOLIVE COMPANY

Security

194162103

Meeting Type

Annual

Ticker Symbol

CL

Meeting Date

08-May-2020

ISIN

US1941621039

Agenda

935151352 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1a.

Election of Director: John P. Bilbrey

Management

For

For

1b.

Election of Director: John T. Cahill

Management

For

For

1c.

Election of Director: Lisa M. Edwards

Management

For

For

1d.

Election of Director: Helene D. Gayle

Management

For

For

1e.

Election of Director: C. Martin Harris

Management

For

For

1f.

Election of Director: Martina Hund-Mejean

Management

For

For

1g.

Election of Director: Lorrie M. Norrington

Management

For

For

1h.

Election of Director: Michael B. Polk

Management

For

For

1i.

Election of Director: Stephen I. Sadove

Management

For

For

1j.

Election of Director: Noel R. Wallace

Management

For

For

2.

Ratify selection of PricewaterhouseCoopers LLP as Colgate's independent registered public accounting firm.

Management

For

For

3.

Advisory vote on executive compensation.

Management

For

For

4.

Stockholder proposal on independent Board Chairman.

Shareholder

Against

For

5.

Stockholder proposal to reduce the ownership threshold to call special stockholder meetings to 10%.

Shareholder

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

2,500

0

09-Apr-2020

09-Apr-2020

ABBVIE INC.

Security

00287Y109

Meeting Type

Annual

Ticker Symbol

ABBV

Meeting Date

08-May-2020

ISIN

US00287Y1091

Agenda

935152138 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Robert J. Alpern

For

For

2

Edward M. Liddy

For

For

3

Melody B. Meyer

For

For

4

Frederick H. Waddell

For

For

2.

Ratification of Ernst & Young LLP as AbbVie's independent registered public accounting firm for 2020

Management

For

For

3.

Say on Pay - An advisory vote on the approval of executive compensation

Management

For

For

4.

Approval of a management proposal regarding amendment of the certificate of incorporation to eliminate supermajority voting

Management

For

For

5.

Stockholder Proposal - to Issue an Annual Report on Lobbying

Shareholder

Against

For

6.

Stockholder Proposal - to Adopt a Policy to Require Independent Chairman

Shareholder

Against

For

7.

Stockholder Proposal - to Issue a Compensation Committee Report on Drug Pricing

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

10,150

0

14-Apr-2020

14-Apr-2020

INTERNATIONAL PAPER COMPANY

Security

460146103

Meeting Type

Annual

Ticker Symbol

IP

Meeting Date

11-May-2020

ISIN

US4601461035

Agenda

935153863 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: William J. Burns

Management

For

For

1B.

Election of Director: Christopher M. Connor

Management

For

For

1C.

Election of Director: Ahmet C. Dorduncu

Management

For

For

1D.

Election of Director: Ilene S. Gordon

Management

For

For

1E.

Election of Director: Anders Gustafsson

Management

For

For

1F.

Election of Director: Jacqueline C. Hinman

Management

For

For

1G.

Election of Director: Clinton A. Lewis, Jr.

Management

For

For

1H.

Election of Director: Kathryn D. Sullivan

Management

For

For

1I.

Election of Director: Mark S. Sutton

Management

For

For

1J.

Election of Director: J. Steven Whisler

Management

For

For

1K.

Election of Director: Ray G. Young

Management

For

For

2.

Ratification of Deloitte & Touche LLP as the Company's Independent Registered Public Accounting Firm for 2020

Management

For

For

3.

A Non-Binding Resolution to Approve the Compensation of the Company's Named Executive Officers, as Disclosed Under the Heading "Compensation Discussion & Analysis"

Management

For

For

4.

Shareowner Proposal to Reduce Special Shareowner Meeting Ownership Threshold to 10 Percent

Shareholder

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

500

0

10-Apr-2020

10-Apr-2020

CUMMINS INC.

Security

231021106

Meeting Type

Annual

Ticker Symbol

CMI

Meeting Date

12-May-2020

ISIN

US2310211063

Agenda

935149028 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1)

Election of Director: N. Thomas Linebarger

Management

For

For

2)

Election of Director: Robert J. Bernhard

Management

For

For

3)

Election of Director: Dr. Franklin R. Chang Diaz

Management

For

For

4)

Election of Director: Bruno V. Di Leo Allen

Management

For

For

5)

Election of Director: Stephen B. Dobbs

Management

For

For

6)

Election of Director: Robert K. Herdman

Management

For

For

7)

Election of Director: Alexis M. Herman

Management

For

For

8)

Election of Director: Thomas J. Lynch

Management

For

For

9)

Election of Director: William I. Miller

Management

For

For

10)

Election of Director: Georgia R. Nelson

Management

For

For

11)

Election of Director: Karen H. Quintos

Management

For

For

12)

Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement.

Management

For

For

13)

Proposal to ratify the appointment of PricewaterhouseCoopers LLP as our auditors for 2020.

Management

For

For

14)

The shareholder proposal regarding by-law amendments.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

3,300

0

21-Apr-2020

21-Apr-2020

3M COMPANY

Security

88579Y101

Meeting Type

Annual

Ticker Symbol

MMM

Meeting Date

12-May-2020

ISIN

US88579Y1010

Agenda

935151390 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director for a term of one year: Thomas "Tony" K. Brown

Management

For

For

1B.

Election of Director for a term of one year: Pamela J. Craig

Management

For

For

1C.

Election of Director for a term of one year: David B. Dillon

Management

For

For

1D.

Election of Director for a term of one year: Michael L. Eskew

Management

For

For

1E.

Election of Director for a term of one year: Herbert L. Henkel

Management

For

For

1F.

Election of Director for a term of one year: Amy E. Hood

Management

For

For

1G.

Election of Director for a term of one year: Muhtar Kent

Management

For

For

1H.

Election of Director for a term of one year: Dambisa F. Moyo

Management

For

For

1I.

Election of Director for a term of one year: Gregory R. Page

Management

For

For

1J.

Election of Director for a term of one year: Michael F. Roman

Management

For

For

1K.

Election of Director for a term of one year: Patricia A. Woertz

Management

For

For

2.

To ratify the appointment of PricewaterhouseCoopers LLP as 3M's independent registered public accounting firm.

Management

For

For

3.

Advisory approval of executive compensation.

Management

For

For

4.

Shareholder proposal on setting target amounts for CEO compensation.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

1,790

0

20-Apr-2020

20-Apr-2020

CONOCOPHILLIPS

Security

20825C104

Meeting Type

Annual

Ticker Symbol

COP

Meeting Date

12-May-2020

ISIN

US20825C1045

Agenda

935151679 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Charles E. Bunch

Management

For

For

1B.

Election of Director: Caroline Maury Devine

Management

For

For

1C.

Election of Director: John V. Faraci

Management

For

For

1D.

Election of Director: Jody Freeman

Management

For

For

1E.

Election of Director: Gay Huey Evans

Management

For

For

1F.

Election of Director: Jeffrey A. Joerres

Management

For

For

1G.

Election of Director: Ryan M. Lance

Management

For

For

1H.

Election of Director: William H. McRaven

Management

For

For

1I.

Election of Director: Sharmila Mulligan

Management

For

For

1J.

Election of Director: Arjun N. Murti

Management

For

For

1K.

Election of Director: Robert A. Niblock

Management

For

For

1L.

Election of Director: David T. Seaton

Management

For

For

1M.

Election of Director: R.A. Walker

Management

For

For

2.

Proposal to ratify appointment of Ernst & Young LLP as ConocoPhillips' independent registered public accounting firm for 2020.

Management

For

For

3.

Advisory Approval of Executive Compensation.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

8,550

0

14-Apr-2020

14-Apr-2020

REALTY INCOME CORPORATION

Security

756109104

Meeting Type

Annual

Ticker Symbol

O

Meeting Date

12-May-2020

ISIN

US7561091049

Agenda

935154930 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Kathleen R. Allen

Management

For

For

1B.

Election of Director: A. Larry Chapman

Management

For

For

1C.

Election of Director: Reginald H. Gilyard

Management

For

For

1D.

Election of Director: Priya Cherian Huskins

Management

For

For

1E.

Election of Director: Christie B. Kelly

Management

For

For

1F.

Election of Director: Gerardo I. Lopez

Management

For

For

1G.

Election of Director: Michael D. McKee

Management

For

For

1H.

Election of Director: Gregory T. McLaughlin

Management

For

For

1I.

Election of Director: Ronald L. Merriman

Management

For

For

1J.

Election of Director: Sumit Roy

Management

For

For

2.

Ratification of the appointment of KPMG LLP as the Independent Registered Public Accounting Firm for Fiscal Year Ending December 31, 2020.

Management

For

For

3.

Non-binding advisory vote to approve the compensation of our named executive officers.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

3,550

0

17-Apr-2020

17-Apr-2020

ESSEX PROPERTY TRUST, INC.

Security

297178105

Meeting Type

Annual

Ticker Symbol

ESS

Meeting Date

12-May-2020

ISIN

US2971781057

Agenda

935159930 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Keith R. Guericke

For

For

2

Maria R. Hawthorne

For

For

3

Amal M. Johnson

For

For

4

Mary Kasaris

For

For

5

Irving F. Lyons, III

For

For

6

George M. Marcus

For

For

7

Thomas E. Robinson

For

For

8

Michael J. Schall

For

For

9

Byron A. Scordelis

For

For

2.

Ratification of the appointment of KPMG LLP as the independent registered public accounting firm for the Company for the year ending December 31, 2020.

Management

For

For

3.

Advisory vote to approve the Company's named executive officer compensation.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

400

0

21-Apr-2020

21-Apr-2020

PRUDENTIAL FINANCIAL, INC.

Security

744320102

Meeting Type

Annual

Ticker Symbol

PRU

Meeting Date

12-May-2020

ISIN

US7443201022

Agenda

935160565 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Thomas J. Baltimore, Jr.

Management

For

For

1B.

Election of Director: Gilbert F. Casellas

Management

For

For

1C.

Election of Director: Robert M. Falzon

Management

For

For

1D.

Election of Director: Martina Hund-Mejean

Management

For

For

1E.

Election of Director: Karl J. Krapek

Management

For

For

1F.

Election of Director: Peter R. Lighte

Management

For

For

1G.

Election of Director: Charles F. Lowrey

Management

For

For

1H.

Election of Director: George Paz

Management

For

For

1I.

Election of Director: Sandra Pianalto

Management

For

For

1J.

Election of Director: Christine A. Poon

Management

For

For

1K.

Election of Director: Douglas A. Scovanner

Management

For

For

1L.

Election of Director: Michael A. Todman

Management

For

For

2.

Ratification of the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2020.

Management

For

For

3.

Advisory vote to approve named executive officer compensation.

Management

For

For

4.

Shareholder proposal regarding an Independent Board Chairman.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

4,500

0

17-Apr-2020

17-Apr-2020

MASCO CORPORATION

Security

574599106

Meeting Type

Annual

Ticker Symbol

MAS

Meeting Date

12-May-2020

ISIN

US5745991068

Agenda

935174805 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1a.

Election of Director: Keith J. Allman

Management

For

For

1b.

Election of Director: J. Michael Losh

Management

For

For

1c.

Election of Director: Christopher A. O'Herlihy

Management

For

For

1d.

Election of Director: Charles K. Stevens, III

Management

For

For

2.

To approve, by non-binding advisory vote, the compensation paid to the Company's named executive officers, as disclosed pursuant to the compensation disclosure rules of the SEC, including the Compensation Discussion and Analysis, the compensation tables and the related materials disclosed in the Proxy Statement.

Management

For

For

3.

To ratify the selection of PricewaterhouseCoopers LLP as independent auditors for the Company for 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

11,500

0

14-Apr-2020

14-Apr-2020

HP INC.

Security

40434L105

Meeting Type

Annual

Ticker Symbol

HPQ

Meeting Date

12-May-2020

ISIN

US40434L1052

Agenda

935182725 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Aida M. Alvarez

For

For

2

Shumeet Banerji

For

For

3

Robert R. Bennett

For

For

4

Charles V. Bergh

For

For

5

Stacy Brown-Philpot

For

For

6

Stephanie A. Burns

For

For

7

Mary Anne Citrino

For

For

8

Richard Clemmer

For

For

9

Enrique Lores

For

For

10

Yoky Matsuoka

For

For

11

Stacey Mobley

For

For

12

Subra Suresh

For

For

2.

To ratify the appointment of Ernst & Young LLP as HP Inc.'s independent registered public accounting firm for the fiscal year ending October 31, 2020

Management

For

For

3.

To approve, on an advisory basis, HP Inc.'s executive compensation

Management

For

For

4.

To approve HP Inc.'s 2021 Employee Stock Purchase Plan

Management

For

For

5.

Stockholder proposal requesting stockholders' right to act by written consent, if properly presented at the annual meeting

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

26,000

0

22-Apr-2020

22-Apr-2020

KINDER MORGAN, INC.

Security

49456B101

Meeting Type

Annual

Ticker Symbol

KMI

Meeting Date

13-May-2020

ISIN

US49456B1017

Agenda

935159043 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Richard D. Kinder

Management

For

For

1B.

Election of Director: Steven J. Kean

Management

For

For

1C.

Election of Director: Kimberly A. Dang

Management

For

For

1D.

Election of Director: Ted A. Gardner

Management

For

For

1E.

Election of Director: Anthony W. Hall, Jr.

Management

For

For

1F.

Election of Director: Gary L. Hultquist

Management

For

For

1G.

Election of Director: Ronald L. Kuehn, Jr.

Management

For

For

1H.

Election of Director: Deborah A. Macdonald

Management

For

For

1I.

Election of Director: Michael C. Morgan

Management

For

For

1J.

Election of Director: Arthur C. Reichstetter

Management

For

For

1K.

Election of Director: Fayez Sarofim

Management

For

For

1L.

Election of Director: C. Park Shaper

Management

For

For

1M.

Election of Director: William A. Smith

Management

��

For

For

1N.

Election of Director: Joel V. Staff

Management

For

For

1O.

Election of Director: Robert F. Vagt

Management

For

For

1P.

Election of Director: Perry M. Waughtal

Management

For

For

2.

Ratification of the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2020

Management

For

For

3.

Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement.

Management

Against

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

7,750

0

21-Apr-2020

21-Apr-2020

APPLE HOSPITALITY REIT, INC.

Security

03784Y200

Meeting Type

Annual

Ticker Symbol

APLE

Meeting Date

14-May-2020

ISIN

US03784Y2000

Agenda

935156605 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Glenn W. Bunting

For

For

2

Jon A. Fosheim

For

For

3

Kristian M. Gathright

For

For

4

Glade M. Knight

For

For

5

Justin G. Knight

For

For

6

Blythe J. McGarvie

For

For

7

Daryl A. Nickel

For

For

8

L. Hugh Redd

For

For

2.

Approval on an advisory basis of executive compensation paid by the Company.

Management

Against

Against

3.

Ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm to serve for 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

4,050

0

22-Apr-2020

22-Apr-2020

CROWN CASTLE INTERNATIONAL CORP

Security

22822V101

Meeting Type

Annual

Ticker Symbol

CCI

Meeting Date

14-May-2020

ISIN

US22822V1017

Agenda

935157823 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: P. Robert Bartolo

Management

For

For

1B.

Election of Director: Jay A. Brown

Management

For

For

1C.

Election of Director: Cindy Christy

Management

For

For

1D.

Election of Director: Ari Q. Fitzgerald

Management

For

For

1E.

Election of Director: Robert E. Garrison II

Management

For

For

1F.

Election of Director: Andrea J. Goldsmith

Management

For

For

1G.

Election of Director: Lee W. Hogan

Management

For

For

1H.

Election of Director: Edward C. Hutcheson, Jr.

Management

For

For

1I.

Election of Director: J. Landis Martin

Management

For

For

1J.

Election of Director: Robert F. McKenzie

Management

For

For

1K.

Election of Director: Anthony J. Melone

Management

For

For

1L.

Election of Director: W. Benjamin Moreland

Management

For

For

2.

The ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accountants for fiscal year 2020.

Management

For

For

3.

The non-binding, advisory vote to approve the compensation of the Company's named executive officers.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

3,350

0

21-Apr-2020

21-Apr-2020

INTEL CORPORATION

Security

458140100

Meeting Type

Annual

Ticker Symbol

INTC

Meeting Date

14-May-2020

ISIN

US4581401001

Agenda

935158635 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: James J. Goetz

Management

For

For

1B.

Election of Director: Alyssa Henry

Management

For

For

1C.

Election of Director: Omar Ishrak

Management

For

For

1D.

Election of Director: Risa Lavizzo-Mourey

Management

For

For

1E.

Election of Director: Tsu-Jae King Liu

Management

For

For

1F.

Election of Director: Gregory D. Smith

Management

For

For

1G.

Election of Director: Robert ("Bob") H. Swan

Management

For

For

1H.

Election of Director: Andrew Wilson

Management

For

For

1I.

Election of Director: Frank D. Yeary

Management

For

For

2.

Ratification of selection of Ernst & Young LLP as our independent registered public accounting firm for 2020

Management

For

For

3.

Advisory vote to approve executive compensation of our listed officers

Management

For

For

4.

Approval of amendment and restatement of the 2006 Employee Stock Purchase Plan

Management

For

For

5.

Stockholder proposal on whether to allow stockholders to act by written consent, if properly presented at the meeting

Shareholder

Against

For

6.

Stockholder proposal requesting a report on the global median gender/racial pay gap, if properly presented at the meeting

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

12,840

0

21-Apr-2020

21-Apr-2020

CVS HEALTH CORPORATION

Security

126650100

Meeting Type

Annual

Ticker Symbol

CVS

Meeting Date

14-May-2020

ISIN

US1266501006

Agenda

935159322 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Fernando Aguirre

Management

For

For

1B.

Election of Director: C. David Brown II

Management

For

For

1C.

Election of Director: Alecia A. DeCoudreaux

Management

For

For

1D.

Election of Director: Nancy-Ann M. DeParle

Management

For

For

1E.

Election of Director: David W. Dorman

Management

For

For

1F.

Election of Director: Roger N. Farah

Management

For

For

1G.

Election of Director: Anne M. Finucane

Management

For

For

1H.

Election of Director: Edward J. Ludwig

Management

For

For

1I.

Election of Director: Larry J. Merlo

Management

For

For

1J.

Election of Director: Jean-Pierre Millon

Management

For

For

1K.

Election of Director: Mary L. Schapiro

Management

For

For

1L.

Election of Director: William C. Weldon

Management

For

For

1M.

Election of Director: Tony L. White

Management

For

For

2.

Ratification of the appointment of our independent registered public accounting firm for 2020.

Management

For

For

3.

Say on Pay, a proposal to approve, on an advisory basis, the Company's executive compensation.

Management

Against

Against

4.

Proposal to amend the Company's 2017 Incentive Compensation Plan to increase the number of shares authorized to be issued under the Plan.

Management

For

For

5.

Proposal to amend the Company's 2007 Employee Stock Purchase Plan to increase the number of shares available for sale under the Plan.

Management

For

For

6.

Stockholder proposal for reducing the ownership threshold to request a stockholder action by written consent.

Shareholder

For

Against

7.

Stockholder proposal regarding our independent Board Chair.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

5,111

0

23-Apr-2020

23-Apr-2020

FISERV, INC.

Security

337738108

Meeting Type

Annual

Ticker Symbol

FISV

Meeting Date

14-May-2020

ISIN

US3377381088

Agenda

935160464 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Frank J. Bisignano

For

For

2

Alison Davis

For

For

3

Henrique de Castro

For

For

4

Harry F. DiSimone

For

For

5

Dennis F. Lynch

For

For

6

Heidi G. Miller

For

For

7

Scott C. Nuttall

For

For

8

Denis J. O'Leary

For

For

9

Doyle R. Simons

For

For

10

Jeffery W. Yabuki

For

For

2.

To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc.

Management

For

For

3.

To ratify the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of Fiserv, Inc. for 2020.

Management

For

For

4.

A shareholder proposal requesting the company provide political spending disclosure.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

1,950

0

23-Apr-2020

23-Apr-2020

ALTRIA GROUP, INC.

Security

02209S103

Meeting Type

Annual

Ticker Symbol

MO

Meeting Date

14-May-2020

ISIN

US02209S1033

Agenda

935162189 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1a.

Election of Director: John T. Casteen III

Management

For

For

1b.

Election of Director: Dinyar S. Devitre

Management

For

For

1c.

Election of Director: Thomas F. Farrell II

Management

For

For

1d.

Election of Director: Debra J. Kelly-Ennis

Management

For

For

1e.

Election of Director: W. Leo Kiely III

Management

For

For

1f.

Election of Director: Kathryn B. McQuade

Management

For

For

1g.

Election of Director: George Muñoz

Management

For

For

1h.

Election of Director: Mark E. Newman

Management

For

For

1i.

Election of Director: Nabil Y. Sakkab

Management

For

For

1j.

Election of Director: Virginia E. Shanks

Management

For

For

1k.

"Director withdrawn"

Management

For

For

2.

Ratification of the Selection of Independent Registered Public Accounting Firm

Management

For

For

3.

Non-Binding Advisory Vote to Approve the Compensation of Altria's Named Executive Officers

Management

For

For

4.

Approval of the 2020 Performance Incentive Plan

Management

For

For

5.

Shareholder Proposal - Disclosure of Lobbying Policies and Practices

Shareholder

Against

For

6.

Shareholder Proposal - Report on the Company's Underage Tobacco Prevention Policies

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

10,750

0

21-Apr-2020

21-Apr-2020

WASTE CONNECTIONS, INC.

Security

94106B101

Meeting Type

Annual and Special Meeting

Ticker Symbol

WCN

Meeting Date

15-May-2020

ISIN

CA94106B1013

Agenda

935172510 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1

DIRECTOR

Management

1

Ronald J. Mittelstaedt

For

For

2

Edward E. Guillet

For

For

3

Michael W. Harlan

For

For

4

Larry S. Hughes

For

For

5

Worthing F. Jackman

For

For

6

Elise L. Jordan

For

For

7

Susan Lee

For

For

8

William J. Razzouk

For

For

2

Approval, on a non-binding, advisory basis, of the compensation of our named executive officers as disclosed in the Proxy Statement ("say on pay").

Management

For

For

3

Appointment of Grant Thornton LLP as our independent registered public accounting firm until the close of the 2021 Annual Meeting of Shareholders of the Company and authorization of our Board of Directors to fix the remuneration of the independent registered public accounting firm.

Management

For

For

4

Approval of the Waste Connections, Inc. 2020 Employee Share Purchase Plan.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

13,175

0

06-May-2020

06-May-2020

BANKUNITED, INC.

Security

06652K103

Meeting Type

Annual

Ticker Symbol

BKU

Meeting Date

15-May-2020

ISIN

US06652K1034

Agenda

935190811 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Rajinder P. Singh

For

For

2

Tere Blanca

For

For

3

John N. DiGiacomo

For

For

4

Michael J. Dowling

For

For

5

Douglas J. Pauls

For

For

6

A. Gail Prudenti

For

For

7

William S. Rubenstein

For

For

8

Sanjiv Sobti, Ph.D.

For

For

9

Lynne Wines

For

For

2.

To ratify the Audit Committee's appointment of KPMG LLP as the Company's independent registered public accounting firm for 2020.

Management

For

For

3.

Advisory vote to approve the compensation of the Company's named executive officers.

Management

For

For

4.

Amending the BankUnited, Inc. 2014 Omnibus Equity Incentive Plan.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

15,350

0

24-Apr-2020

24-Apr-2020

AMERICAN TOWER CORPORATION

Security

03027X100

Meeting Type

Annual

Ticker Symbol

AMT

Meeting Date

18-May-2020

ISIN

US03027X1000

Agenda

935169450 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Thomas A. Bartlett

Management

For

For

1B.

Election of Director: Raymond P. Dolan

Management

For

For

1C.

Election of Director: Robert D. Hormats

Management

For

For

1D.

Election of Director: Gustavo Lara Cantu

Management

For

For

1E.

Election of Director: Grace D. Lieblein

Management

For

For

1F.

Election of Director: Craig Macnab

Management

For

For

1G.

Election of Director: JoAnn A. Reed

Management

For

For

1H.

Election of Director: Pamela D.A. Reeve

Management

For

For

1I.

Election of Director: David E. Sharbutt

Management

For

For

1J.

Election of Director: Bruce L. Tanner

Management

For

For

1K.

Election of Director: Samme L. Thompson

Management

For

For

2.

To ratify the selection of Deloitte & Touche LLP as the Company's independent registered public accounting firm for 2020.

Management

For

For

3.

To approve, on an advisory basis, the Company's executive compensation.

Management

For

For

4.

To require periodic reports on political contributions and expenditures.

Shareholder

Against

For

5.

To amend the bylaws to reduce the ownership threshold required to call a special meeting of the stockholders.

Shareholder

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

1,450

0

26-Apr-2020

26-Apr-2020

VIACOMCBS INC.

Security

92556H206

Meeting Type

Annual

Ticker Symbol

VIAC

Meeting Date

18-May-2020

ISIN

US92556H2067

Agenda

935181533 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

THIS NOTICE WILL ENABLE YOU TO ACCESS VIACOMCBS INC. PROXY MATERIALS FOR INFORMATIONAL PURPOSES ONLY.

Management

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

3,050

0

15-May-2020

15-May-2020

QUEST DIAGNOSTICS INCORPORATED

Security

74834L100

Meeting Type

Annual

Ticker Symbol

DGX

Meeting Date

19-May-2020

ISIN

US74834L1008

Agenda

935159423 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Vicky B. Gregg

Management

For

For

1B.

Election of Director: Wright L. Lassiter III

Management

For

For

1C.

Election of Director: Timothy L. Main

Management

For

For

1D.

Election of Director: Denise M. Morrison

Management

For

For

1E.

Election of Director: Gary M. Pfeiffer

Management

For

For

1F.

Election of Director: Timothy M. Ring

Management

For

For

1G.

Election of Director: Stephen H. Rusckowski

Management

For

For

1H.

Election of Director: Daniel C. Stanzione

Management

For

For

1I.

Election of Director: Helen I. Torley

Management

For

For

1J.

Election of Director: Gail R. Wilensky

Management

For

For

2.

An advisory resolution to approve the executive officer compensation disclosed in the Company's 2020 proxy statement

Management

For

For

3.

Ratification of the appointment of our independent registered public accounting firm for 2020

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

4,500

0

29-Apr-2020

29-Apr-2020

JPMORGAN CHASE & CO.

Security

46625H100

Meeting Type

Annual

Ticker Symbol

JPM

Meeting Date

19-May-2020

ISIN

US46625H1005

Agenda

935170833 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Linda B. Bammann

Management

For

For

1B.

Election of Director: Stephen B. Burke

Management

For

For

1C.

Election of Director: Todd A. Combs

Management

For

For

1D.

Election of Director: James S. Crown

Management

For

For

1E.

Election of Director: James Dimon

Management

For

For

1F.

Election of Director: Timothy P. Flynn

Management

For

For

1G.

Election of Director: Mellody Hobson

Management

For

For

1H.

Election of Director: Michael A. Neal

Management

For

For

1I.

Election of Director: Lee R. Raymond

Management

For

For

1J.

Election of Director: Virginia M. Rometty

Management

For

For

2.

Advisory resolution to approve executive compensation

Management

For

For

3.

Ratification of independent registered public accounting firm

Management

For

For

4.

Independent board chairman

Shareholder

Against

For

5.

Oil and gas company and project financing related to the Arctic and the Canadian oil sands

Shareholder

Against

For

6.

Climate change risk reporting

Shareholder

For

Against

7.

Amend shareholder written consent provisions

Shareholder

For

Against

8.

Charitable contributions disclosure

Shareholder

Against

For

9.

Gender/Racial pay equity

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

17,042

0

24-Apr-2020

24-Apr-2020

AMGEN INC.

Security

031162100

Meeting Type

Annual

Ticker Symbol

AMGN

Meeting Date

19-May-2020

ISIN

US0311621009

Agenda

935172419 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Dr. Wanda M. Austin

Management

For

For

1B.

Election of Director: Mr. Robert A. Bradway

Management

For

For

1C.

Election of Director: Dr. Brian J. Druker

Management

For

For

1D.

Election of Director: Mr. Robert A. Eckert

Management

For

For

1E.

Election of Director: Mr. Greg C. Garland

Management

For

For

1F.

Election of Director: Mr. Fred Hassan

Management

For

For

1G.

Election of Director: Mr. Charles M. Holley, Jr.

Management

For

For

1H.

Election of Director: Dr. Tyler Jacks

Management

For

For

1I.

Election of Director: Ms. Ellen J. Kullman

Management

For

For

1J.

Election of Director: Dr. Ronald D. Sugar

Management

For

For

1K.

Election of Director: Dr. R. Sanders Williams

Management

For

For

2.

Advisory vote to approve our executive compensation.

Management

For

For

3.

To ratify the selection of Ernst & Young LLP as our independent registered public accountants for the fiscal year ending December 31, 2020.

Management

For

For

4.

Stockholder proposal to require an independent board chair.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

3,250

0

26-Apr-2020

26-Apr-2020

ROSS STORES, INC.

Security

778296103

Meeting Type

Annual

Ticker Symbol

ROST

Meeting Date

20-May-2020

ISIN

US7782961038

Agenda

935168915 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Michael Balmuth

Management

For

For

1B.

Election of Director: K. Gunnar Bjorklund

Management

For

For

1C.

Election of Director: Michael J. Bush

Management

For

For

1D.

Election of Director: Norman A. Ferber

Management

For

For

1E.

Election of Director: Sharon D. Garrett

Management

For

For

1F.

Election of Director: Stephen D. Milligan

Management

For

For

1G.

Election of Director: Patricia H. Mueller

Management

For

For

1H.

Election of Director: George P. Orban

Management

For

For

1I.

Election of Director: Gregory L. Quesnel

Management

For

For

1J.

Election of Director: Larree M. Renda

Management

For

For

1K.

Election of Director: Barbara Rentler

Management

For

For

2.

Advisory vote to approve the resolution on the compensation of the named executive officers.

Management

For

For

3.

To ratify the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending January 30, 2021.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

5,500

0

29-Apr-2020

29-Apr-2020

THE HARTFORD FINANCIAL SVCS GROUP, INC.

Security

416515104

Meeting Type

Annual

Ticker Symbol

HIG

Meeting Date

20-May-2020

ISIN

US4165151048

Agenda

935169448 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Robert B. Allardice, III

Management

For

For

1B.

Election of Director: Larry D. De Shon

Management

For

For

1C.

Election of Director: Carlos Dominguez

Management

For

For

1D.

Election of Director: Trevor Fetter

Management

For

For

1E.

Election of Director: Kathryn A. Mikells

Management

For

For

1F.

Election of Director: Michael G. Morris

Management

For

For

1G.

Election of Director: Teresa W. Roseborough

Management

For

For

1H.

Election of Director: Virginia P. Ruesterholz

Management

For

For

1I.

Election of Director: Christopher J. Swift

Management

For

For

1J.

Election of Director: Matt Winter

Management

For

For

1K.

Election of Director: Greig Woodring

Management

For

For

2.

Ratification of the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of the Company for the fiscal year ending December 31, 2020

Management

For

For

3.

Management proposal to approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's proxy statement

Management

For

For

4.

Management proposal to approve the Company's 2020 Stock Incentive Plan

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

5,600

0

29-Apr-2020

29-Apr-2020

THERMO FISHER SCIENTIFIC INC.

Security

883556102

Meeting Type

Annual

Ticker Symbol

TMO

Meeting Date

20-May-2020

ISIN

US8835561023

Agenda

935170136 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Marc N. Casper

Management

For

For

1B.

Election of Director: Nelson J. Chai

Management

For

For

1C.

Election of Director: C. Martin Harris

Management

For

For

1D.

Election of Director: Tyler Jacks

Management

For

For

1E.

Election of Director: Judy C. Lewent

Management

For

For

1F.

Election of Director: Thomas J. Lynch

Management

For

For

1G.

Election of Director: Jim P. Manzi

Management

For

For

1H.

Election of Director: James C. Mullen

Management

For

For

1I.

Election of Director: Lars R. Sørensen

Management

For

For

1J.

Election of Director: Debora L. Spar

Management

For

For

1K.

Election of Director: Scott M. Sperling

Management

For

For

1L.

Election of Director: Dion J. Weisler

Management

For

For

2.

An advisory vote to approve named executive officer compensation.

Management

For

For

3.

Ratification of the Audit Committee's selection of PricewaterhouseCoopers LLP as the Company's independent auditors for 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

2,800

0

28-Apr-2020

28-Apr-2020

CF INDUSTRIES HOLDINGS, INC.

Security

125269100

Meeting Type

Annual

Ticker Symbol

CF

Meeting Date

20-May-2020

ISIN

US1252691001

Agenda

935171734 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Javed Ahmed

Management

For

For

1B.

Election of Director: Robert C. Arzbaecher

Management

For

For

1C.

Election of Director: William Davisson

Management

For

For

1D.

Election of Director: John W. Eaves

Management

For

For

1E.

Election of Director: Stephen A. Furbacher

Management

For

For

1F.

Election of Director: Stephen J. Hagge

Management

For

For

1G.

Election of Director: Anne P. Noonan

Management

For

For

1H.

Election of Director: Michael J. Toelle

Management

For

For

1I.

Election of Director: Theresa E. Wagler

Management

For

For

1J.

Election of Director: Celso L. White

Management

For

For

1K.

Election of Director: W. Anthony Will

Management

For

For

2.

Approval of an advisory resolution regarding the compensation of CF Industries Holdings, Inc.'s named executive officers.

Management

For

For

3.

Ratification of the selection of KPMG LLP as CF Industries Holdings, Inc.'s independent registered public accounting firm for 2020.

Management

For

For

4.

Shareholder proposal regarding the right to act by written consent, if properly presented at the meeting.

Shareholder

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

7,700

0

24-Apr-2020

24-Apr-2020

CORESITE REALTY CORPORATION

Security

21870Q105

Meeting Type

Annual

Ticker Symbol

COR

Meeting Date

20-May-2020

ISIN

US21870Q1058

Agenda

935178372 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Robert G. Stuckey

For

For

2

Paul E. Szurek

For

For

3

James A. Attwood, Jr.

For

For

4

Jean A. Bua

For

For

5

Kelly C. Chambliss

For

For

6

Michael R. Koehler

For

For

7

J. David Thompson

For

For

8

David A. Wilson

For

For

2.

Ratification of the appointment of KPMG LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

The advisory vote to approve the compensation of our named executive officers.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

550

0

28-Apr-2020

28-Apr-2020

THE TRAVELERS COMPANIES, INC.

Security

89417E109

Meeting Type

Annual

Ticker Symbol

TRV

Meeting Date

21-May-2020

ISIN

US89417E1091

Agenda

935170908 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Alan L. Beller

Management

For

For

1B.

Election of Director: Janet M. Dolan

Management

For

For

1C.

Election of Director: Patricia L. Higgins

Management

For

For

1D.

Election of Director: William J. Kane

Management

For

For

1E.

Election of Director: Clarence Otis Jr.

Management

For

For

1F.

Election of Director: Elizabeth E. Robinson

Management

For

For

1G.

Election of Director: Philip T. Ruegger III

Management

For

For

1H.

Election of Director: Todd C. Schermerhorn

Management

For

For

1I.

Election of Director: Alan D. Schnitzer

Management

For

For

1J.

Election of Director: Donald J. Shepard

Management

For

For

1K.

Election of Director: Laurie J. Thomsen

Management

For

For

2.

Ratification of the appointment of KPMG LLP as The Travelers Companies, Inc. independent registered public accounting firm for 2020.

Management

For

For

3.

Non-binding vote to approve executive compensation.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

1,400

0

25-Apr-2020

25-Apr-2020

MCDONALD'S CORPORATION

Security

580135101

Meeting Type

Annual

Ticker Symbol

MCD

Meeting Date

21-May-2020

ISIN

US5801351017

Agenda

935171190 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director for a one-year term expiring in 2021: Lloyd Dean

Management

For

For

1B.

Election of Director for a one-year term expiring in 2021: Robert Eckert

Management

For

For

1C.

Election of Director for a one-year term expiring in 2021: Catherine Engelbert

Management

For

For

1D.

Election of Director for a one-year term expiring in 2021: Margaret Georgiadis

Management

For

For

1E.

Election of Director for a one-year term expiring in 2021: Enrique Hernandez, Jr.

Management

For

For

1F.

Election of Director for a one-year term expiring in 2021: Christopher Kempczinski

Management

For

For

1G.

Election of Director for a one-year term expiring in 2021: Richard Lenny

Management

For

For

1H.

Election of Director for a one-year term expiring in 2021: John Mulligan

Management

For

For

1I.

Election of Director for a one-year term expiring in 2021: Sheila Penrose

Management

For

For

1J.

Election of Director for a one-year term expiring in 2021: John Rogers, Jr.

Management

For

For

1K.

Election of Director for a one-year term expiring in 2021: Paul Walsh

Management

For

For

1L.

Election of Director for a one-year term expiring in 2021: Miles White

Management

For

For

2.

Advisory vote to approve executive compensation.

Management

Against

Against

3.

Advisory vote to approve the appointment of Ernst & Young LLP as independent auditor for 2020.

Management

For

For

4.

Vote to approve the Company's Amended and Restated 2012 Omnibus Stock Ownership Plan.

Management

For

For

5.

Advisory vote on a shareholder proposal requesting to change the thresholds to call special shareholder meetings, if properly presented.

Shareholder

For

Against

6.

Advisory vote on a shareholder proposal requesting the Board issue a report on sugar and public health, if properly presented.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

6,980

0

03-May-2020

03-May-2020

THE HOME DEPOT, INC.

Security

437076102

Meeting Type

Annual

Ticker Symbol

HD

Meeting Date

21-May-2020

ISIN

US4370761029

Agenda

935172130 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Gerard J. Arpey

Management

For

For

1B.

Election of Director: Ari Bousbib

Management

For

For

1C.

Election of Director: Jeffery H. Boyd

Management

For

For

1D.

Election of Director: Gregory D. Brenneman

Management

For

For

1E.

Election of Director: J. Frank Brown

Management

For

For

1F.

Election of Director: Albert P. Carey

Management

For

For

1G.

Election of Director: Helena B. Foulkes

Management

For

For

1H.

Election of Director: Linda R. Gooden

Management

For

For

1I.

Election of Director: Wayne M. Hewett

Management

For

For

1J.

Election of Director: Manuel Kadre

Management

For

For

1K.

Election of Director: Stephanie C. Linnartz

Management

For

For

1L.

Election of Director: Craig A. Menear

Management

For

For

2.

Ratification of the Appointment of KPMG LLP

Management

For

For

3.

Advisory Vote to Approve Executive Compensation ("Say-on-Pay")

Management

For

For

4.

Shareholder Proposal Regarding Amendment of Shareholder Written Consent Right

Shareholder

For

Against

5.

Shareholder Proposal Regarding EEO-1 Disclosure

Shareholder

Against

For

6.

Shareholder Proposal Regarding Executive Ownership Guidelines

Shareholder

Against

For

7.

Shareholder Proposal Regarding Electioneering Contributions Congruency Analysis

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

12,338

0

30-Apr-2020

30-Apr-2020

NEXTERA ENERGY, INC.

Security

65339F101

Meeting Type

Annual

Ticker Symbol

NEE

Meeting Date

21-May-2020

ISIN

US65339F1012

Agenda

935172661 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Sherry S. Barrat

Management

For

For

1B.

Election of Director: James L. Camaren

Management

For

For

1C.

Election of Director: Kenneth B. Dunn

Management

For

For

1D.

Election of Director: Naren K. Gursahaney

Management

For

For

1E.

Election of Director: Kirk S. Hachigian

Management

For

For

1F.

Election of Director: Toni Jennings

Management

For

For

1G.

Election of Director: Amy B. Lane

Management

For

For

1H.

Election of Director: David L. Porges

Management

For

For

1I.

Election of Director: James L. Robo

Management

For

For

1J.

Election of Director: Rudy E. Schupp

Management

For

For

1K.

Election of Director: John L. Skolds

Management

For

For

1L.

Election of Director: William H. Swanson

Management

For

For

1M.

Election of Director: Darryl L. Wilson

Management

For

For

2.

Ratification of appointment of Deloitte & Touche LLP as NextEra Energy's independent registered public accounting firm for 2020

Management

For

For

3.

Approval, by non-binding advisory vote, of NextEra Energy's compensation of its named executive officers as disclosed in the proxy statement

Management

For

For

4.

A proposal entitled "Political Contributions Disclosure" to request semiannual reports disclosing political contribution policies and expenditures

Shareholder

Against

For

5.

A proposal entitled "Right to Act by Written Consent" to request action by written consent of shareholders

Shareholder

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

6,000

0

28-Apr-2020

28-Apr-2020

KEYCORP

Security

493267108

Meeting Type

Annual

Ticker Symbol

KEY

Meeting Date

21-May-2020

ISIN

US4932671088

Agenda

935174235 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Bruce D. Broussard

Management

For

For

1B.

Election of Director: Gary M. Crosby

Management

For

For

1C.

Election of Director: Alexander M. Cutler

Management

For

For

1D.

Election of Director: H. James Dallas

Management

For

For

1E.

Election of Director: Elizabeth R. Gile

Management

For

For

1F.

Election of Director: Ruth Ann M. Gillis

Management

For

For

1G.

Election of Director: Christopher M. Gorman

Management

For

For

1H.

Election of Director: Carlton L. Highsmith

Management

For

For

1I.

Election of Director: Richard J. Hipple

Management

For

For

1J.

Election of Director: Kristen L. Manos

Management

For

For

1K.

Election of Director: Barbara R. Snyder

Management

For

For

1L.

Election of Director: David K. Wilson

Management

For

For

2.

Ratification of the appointment of independent auditor.

Management

For

For

3.

Advisory approval of executive compensation.

Management

For

For

4.

Shareholder proposal seeking to reduce ownership threshold to call special shareholder meeting.

Shareholder

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

34,575

0

29-Apr-2020

29-Apr-2020

SUN COMMUNITIES, INC.

Security

866674104

Meeting Type

Annual

Ticker Symbol

SUI

Meeting Date

22-May-2020

ISIN

US8666741041

Agenda

935170871 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director to serve until 2021 annual meeting of stockholders: Gary A. Shiffman

Management

For

For

1B.

Election of Director to serve until 2021 annual meeting of stockholders: Meghan G. Baivier

Management

For

For

1C.

Election of Director to serve until 2021 annual meeting of stockholders: Stephanie W. Bergeron

Management

For

For

1D.

Election of Director to serve until 2021 annual meeting of stockholders: Brian M. Hermelin

Management

For

For

1E.

Election of Director to serve until 2021 annual meeting of stockholders: Ronald A. Klein

Management

For

For

1F.

Election of Director to serve until 2021 annual meeting of stockholders: Clunet R. Lewis

Management

For

For

1G.

Election of Director to serve until 2021 annual meeting of stockholders: Arthur A. Weiss

Management

For

For

2.

To approve, by non-binding vote, executive compensation.

Management

For

For

3.

To ratify the selection of Grant Thornton LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

4,100

0

30-Apr-2020

30-Apr-2020

MERCK & CO., INC.

Security

58933Y105

Meeting Type

Annual

Ticker Symbol

MRK

Meeting Date

26-May-2020

ISIN

US58933Y1055

Agenda

935176431 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Leslie A. Brun

Management

For

For

1B.

Election of Director: Thomas R. Cech

Management

For

For

1C.

Election of Director: Mary Ellen Coe

Management

For

For

1D.

Election of Director: Pamela J. Craig

Management

For

For

1E.

Election of Director: Kenneth C. Frazier

Management

For

For

1F.

Election of Director: Thomas H. Glocer

Management

For

For

1G.

Election of Director: Risa Lavizzo-Mourey

Management

For

For

1H.

Election of Director: Paul B. Rothman

Management

For

For

1I.

Election of Director: Patricia F. Russo

Management

For

For

1J.

Election of Director: Christine E. Seidman

Management

For

For

1K.

Election of Director: Inge G. Thulin

Management

For

For

1L.

Election of Director: Kathy J. Warden

Management

For

For

1M.

Election of Director: Peter C. Wendell

Management

For

For

2.

Non-binding advisory vote to approve the compensation of our named executive officers.

Management

For

For

3.

Ratification of the appointment of the Company's independent registered public accounting firm for 2020.

Management

For

For

4.

Shareholder proposal concerning shareholder right to act by written consent.

Shareholder

Against

For

5.

Shareholder proposal regarding allocation of corporate tax savings.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

16,700

0

04-May-2020

04-May-2020

EXXON MOBIL CORPORATION

Security

30231G102

Meeting Type

Annual

Ticker Symbol

XOM

Meeting Date

27-May-2020

ISIN

US30231G1022

Agenda

935176443 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Susan K. Avery

Management

For

For

1B.

Election of Director: Angela F. Braly

Management

For

For

1C.

Election of Director: Ursula M. Burns

Management

For

For

1D.

Election of Director: Kenneth C. Frazier

Management

For

For

1E.

Election of Director: Joseph L. Hooley

Management

For

For

1F.

Election of Director: Steven A. Kandarian

Management

For

For

1G.

Election of Director: Douglas R. Oberhelman

Management

For

For

1H.

Election of Director: Samuel J. Palmisano

Management

For

For

1I.

Election of Director: William C. Weldon

Management

For

For

1J.

Election of Director: Darren W. Woods

Management

For

For

2.

Ratification of Independent Auditors (page 29)

Management

For

For

3.

Advisory Vote to Approve Executive Compensation (page 30)

Management

For

For

4.

Independent Chairman (page 59)

Shareholder

Against

For

5.

Special Shareholder Meetings (page 61)

Shareholder

Against

For

6.

Report on Environmental Expenditures (page 62)

Shareholder

Against

For

7.

Report on Risks of Petrochemical Investments (page 64)

Shareholder

For

Against

8.

Report on Political Contributions (page 66)

Shareholder

Against

For

9.

Report on Lobbying (page 67)

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

7,100

0

06-May-2020

06-May-2020

CHEVRON CORPORATION

Security

166764100

Meeting Type

Annual

Ticker Symbol

CVX

Meeting Date

27-May-2020

ISIN

US1667641005

Agenda

935183979 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: W. M. Austin

Management

For

For

1B.

Election of Director: J. B. Frank

Management

For

For

1C.

Election of Director: A. P. Gast

Management

For

For

1D.

Election of Director: E. Hernandez, Jr.

Management

For

For

1E.

Election of Director: C. W. Moorman IV

Management

For

For

1F.

Election of Director: D. F. Moyo

Management

For

For

1G.

Election of Director: D. Reed-Klages

Management

For

For

1H.

Election of Director: R. D. Sugar

Management

For

For

1I.

Election of Director: D. J. Umpleby III

Management

For

For

1J.

Election of Director: M. K. Wirth

Management

For

For

2.

Ratification of Appointment of PwC as Independent Registered Public Accounting Firm

Management

For

For

3.

Advisory Vote to Approve Named Executive Officer Compensation

Management

For

For

4.

Report on Lobbying

Shareholder

Against

For

5.

Create a Board Committee on Climate Risk

Shareholder

Against

For

6.

Report on Climate Lobbying

Shareholder

Against

For

7.

Report on Petrochemical Risk

Shareholder

For

Against

8.

Report on Human Rights Practices

Shareholder

Against

For

9.

Set Special Meeting Threshold at 10%

Shareholder

Against

For

10.

Adopt Policy for an Independent Chairman

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

8,260

0

22-May-2020

22-May-2020

DUPONT DE NEMOURS INC

Security

26614N102

Meeting Type

Annual

Ticker Symbol

DD

Meeting Date

27-May-2020

ISIN

US26614N1028

Agenda

935183981 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Amy G. Brady

Management

For

For

1B.

Election of Director: Edward D. Breen

Management

For

For

1C.

Election of Director: Ruby R. Chandy

Management

For

For

1D.

Election of Director: Franklin K. Clyburn, Jr.

Management

For

For

1E.

Election of Director: Terrence R. Curtin

Management

For

For

1F.

Election of Director: Alexander M. Cutler

Management

For

For

1G.

Election of Director: Eleuthère I. du Pont

Management

For

For

1H.

Election of Director: Rajiv L. Gupta

Management

For

For

1I.

Election of Director: Luther C. Kissam

Management

For

For

1J.

Election of Director: Frederick M. Lowery

Management

For

For

1K.

Election of Director: Raymond J. Milchovich

Management

For

For

1L.

Election of Director: Steven M. Sterin

Management

For

For

2.

Advisory Resolution to Approve Executive Compensation

Management

For

For

3.

Approval of the DuPont 2020 Equity and Incentive Plan

Management

For

For

4.

Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for 2020

Management

For

For

5.

Modification of Threshold for Calling Special Stockholder Meetings

Shareholder

For

Against

6.

Employee Board Advisory Position

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

6,894

0

04-May-2020

04-May-2020

UNITEDHEALTH GROUP INCORPORATED

Security

91324P102

Meeting Type

Annual

Ticker Symbol

UNH

Meeting Date

01-Jun-2020

ISIN

US91324P1021

Agenda

935188931 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Richard T. Burke

Management

For

For

1B.

Election of Director: Timothy P. Flynn

Management

For

For

1C.

Election of Director: Stephen J. Hemsley

Management

For

For

1D.

Election of Director: Michele J. Hooper

Management

For

For

1E.

Election of Director: F. William McNabb III

Management

For

For

1F.

Election of Director: Valerie C. Montgomery Rice, M.D.

Management

For

For

1G.

Election of Director: John H. Noseworthy, M.D.

Management

For

For

1H.

Election of Director: Glenn M. Renwick

Management

For

For

1I.

Election of Director: David S. Wichmann

Management

For

For

1J.

Election of Director: Gail R. Wilensky, Ph.D.

Management

For

For

2.

Advisory approval of the Company's executive compensation.

Management

For

For

3.

Ratification of the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for the Company for the year ending December 31, 2020.

Management

For

For

4.

Approval of the UnitedHealth Group 2020 Stock Incentive Plan.

Management

For

For

5.

If properly presented at the 2020 Annual Meeting of Shareholders, the shareholder proposal set forth in the proxy statement requesting any material amendment to the Company's Bylaws be subject to a non-binding shareholder vote.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

7,000

0

08-May-2020

08-May-2020

COGNIZANT TECHNOLOGY SOLUTIONS CORP.

Security

192446102

Meeting Type

Annual

Ticker Symbol

CTSH

Meeting Date

02-Jun-2020

ISIN

US1924461023

Agenda

935187496 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Zein Abdalla

Management

For

For

1B.

Election of Director: Vinita Bali

Management

For

For

1C.

Election of Director: Maureen Breakiron-Evans

Management

For

For

1D.

Election of Director: Archana Deskus

Management

For

For

1E.

Election of Director: John M. Dineen

Management

For

For

1F.

Election of Director: John N. Fox, Jr.

Management

For

For

1G.

Election of Director: Brian Humphries

Management

For

For

1H.

Election of Director: Leo S. Mackay, Jr.

Management

For

For

1I.

Election of Director: Michael Patsalos-Fox

Management

For

For

1J.

Election of Director: Joseph M. Velli

Management

For

For

1K.

Election of Director: Sandra S. Wijnberg

Management

Against

Against

2.

Approve, on an advisory (non-binding) basis, the compensation of the company's named executive officers.

Management

For

For

3.

Ratify the appointment of PricewaterhouseCoopers LLP as the company's independent registered public accounting firm for the year ending December 31, 2020.

Management

For

For

4.

Shareholder proposal requesting that the board of directors take action as necessary to permit shareholder action by written consent.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

6,150

0

14-May-2020

14-May-2020

COMCAST CORPORATION

Security

20030N101

Meeting Type

Annual

Ticker Symbol

CMCSA

Meeting Date

03-Jun-2020

ISIN

US20030N1019

Agenda

935190532 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Kenneth J. Bacon

For

For

2

Madeline S. Bell

For

For

3

Naomi M. Bergman

For

For

4

Edward D. Breen

For

For

5

Gerald L. Hassell

For

For

6

Jeffrey A. Honickman

For

For

7

Maritza G. Montiel

For

For

8

Asuka Nakahara

For

For

9

David C. Novak

For

For

10

Brian L. Roberts

For

For

2.

Ratification of the appointment of our independent auditors

Management

For

For

3.

Approval of Amended 2003 Stock Option Plan

Management

For

For

4.

Approval of Amended 2002 Restricted Stock Plan

Management

For

For

5.

Advisory vote on executive compensation

Management

For

For

6.

To provide a lobbying report

Shareholder

Against

For

7.

To require an independent board chairman

Shareholder

Against

For

8.

To conduct independent investigation and report on risks posed by failing to prevent sexual harassment

Shareholder

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

30,000

0

14-May-2020

14-May-2020

WALMART INC.

Security

931142103

Meeting Type

Annual

Ticker Symbol

WMT

Meeting Date

03-Jun-2020

ISIN

US9311421039

Agenda

935192726 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Cesar Conde

Management

For

For

1B.

Election of Director: Timothy P. Flynn

Management

For

For

1C.

Election of Director: Sarah J. Friar

Management

For

For

1D.

Election of Director: Carla A. Harris

Management

For

For

1E.

Election of Director: Thomas W. Horton

Management

For

For

1F.

Election of Director: Marissa A. Mayer

Management

For

For

1G.

Election of Director: C. Douglas McMillon

Management

For

For

1H.

Election of Director: Gregory B. Penner

Management

For

For

1I.

Election of Director: Steven S Reinemund

Management

For

For

1J.

Election of Director: S. Robson Walton

Management

For

For

1K.

Election of Director: Steuart L. Walton

Management

For

For

2.

Advisory Vote to Approve Named Executive Officer Compensation

Management

Against

Against

3.

Ratification of Ernst & Young LLP as Independent Accountants

Management

For

For

4.

Approval of the Amendment to the ASDA Sharesave Plan 2000

Management

For

For

5.

Report on Impacts of Single-Use Plastic Bags

Shareholder

Against

For

6.

Report on Supplier Antibiotics Use Standards

Shareholder

Against

For

7.

Policy to Include Hourly Associates as Director Candidates

Shareholder

Against

For

8.

Report on Strengthening Prevention of Workplace Sexual Harassment

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

14,384

0

16-May-2020

16-May-2020

ALPHABET INC.

Security

02079K305

Meeting Type

Annual

Ticker Symbol

GOOGL

Meeting Date

03-Jun-2020

ISIN

US02079K3059

Agenda

935196762 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Larry Page

For

For

2

Sergey Brin

For

For

3

Sundar Pichai

For

For

4

John L. Hennessy

For

For

5

Frances H. Arnold

For

For

6

L. John Doerr

For

For

7

Roger W. Ferguson, Jr.

For

For

8

Ann Mather

For

For

9

Alan R. Mulally

Withheld

Against

10

K. Ram Shriram

For

For

11

Robin L. Washington

For

For

2.

Ratification of the appointment of Ernst & Young LLP as Alphabet's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

An amendment to Alphabet's Amended and Restated 2012 Stock Plan to increase the share reserve by 8,500,000 shares of Class C capital stock.

Management

For

For

4.

Advisory vote to approve named executive officer compensation.

Management

Against

Against

5.

A stockholder proposal regarding equal shareholder voting, if properly presented at the meeting.

Shareholder

For

Against

6.

A stockholder proposal regarding a report on arbitration of employment-related claims, if properly presented at the meeting.

Shareholder

Against

For

7.

A stockholder proposal regarding the establishment of a human rights risk oversight committee, if properly presented at the meeting.

Shareholder

For

Against

8.

A stockholder proposal regarding non-binding vote on amendment of bylaws, if properly presented at the meeting.

Shareholder

Against

For

9.

A stockholder proposal regarding a report on sustainability metrics, if properly presented at the meeting.

Shareholder

Against

For

10.

A stockholder proposal regarding a report on takedown requests, if properly presented at the meeting.

Shareholder

Against

For

11.

A stockholder proposal regarding majority vote for election of directors, if properly presented at the meeting.

Shareholder

For

Against

12.

A stockholder proposal regarding a report on gender/racial pay equity, if properly presented at the meeting.

Shareholder

Against

For

13.

A stockholder proposal regarding the nomination of human rights and/or civil rights expert to the board, if properly presented at the meeting.

Shareholder

Against

For

14.

A stockholder proposal regarding a report on whistleblower policies and practices, if properly presented at the meeting

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

700

0

13-May-2020

13-May-2020

VERTEX PHARMACEUTICALS INCORPORATED

Security

92532F100

Meeting Type

Annual

Ticker Symbol

VRTX

Meeting Date

03-Jun-2020

ISIN

US92532F1003

Agenda

935199883 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Sangeeta Bhatia

Management

For

For

1B.

Election of Director: Lloyd Carney

Management

For

For

1C.

Election of Director: Alan Garber

Management

For

For

1D.

Election of Director: Terrence Kearney

Management

For

For

1E.

Election of Director: Reshma Kewalramani

Management

For

For

1F.

Election of Director: Yuchun Lee

Management

For

For

1G.

Election of Director: Jeffrey Leiden

Management

For

For

1H.

Election of Director: Margaret McGlynn

Management

For

For

1I.

Election of Director: Diana McKenzie

Management

For

For

1J.

Election of Director: Bruce Sachs

Management

For

For

2.

Ratification of Ernst & Young LLP as our independent Registered Public Accounting firm for the year ending December 31, 2020.

Management

For

For

3.

Advisory vote on named executive officer compensation.

Management

For

For

4.

Shareholder proposal, if properly presented at the meeting, requesting that we prepare a report on our policies and activities with respect to lobbying.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

4,000

0

11-May-2020

11-May-2020

GARMIN LTD

Security

H2906T109

Meeting Type

Annual

Ticker Symbol

GRMN

Meeting Date

05-Jun-2020

ISIN

CH0114405324

Agenda

935192384 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

Approval of Garmin's 2019 Annual Report, including the consolidated financial statements of Garmin for the fiscal year ended December 28, 2019 and the statutory financial statements of Garmin for the fiscal year ended December 28, 2019

Management

For

For

2.

Approval of the appropriation of available earnings

Management

For

For

3.

Approval of the payment of a cash dividend in the aggregate amount of U.S. $2.44 per outstanding share out of Garmin's reserve from capital contribution in four equal installments

Management

For

For

4.

Discharge of the members of the Board of Directors and the Executive Management from liability for the fiscal year ended December 28, 2019

Management

For

For

5A.

Re-election of Director: Jonathan C. Burrell

Management

For

For

5B.

Re-election of Director: Joseph J. Hartnett

Management

For

For

5C.

Re-election of Director: Min H. Kao

Management

For

For

5D.

Re-election of Director: Catherine A. Lewis

Management

For

For

5E.

Re-election of Director: Charles W. Peffer

Management

For

For

5F.

Re-election of Director: Clifton A. Pemble

Management

For

For

6.

Re-election of Min H. Kao as Executive Chairman of the Board of Directors

Management

Against

Against

7A.

Re-election of Compensation Committee member: Jonathan C. Burrell

Management

Against

Against

7B.

Re-election of Compensation Committee member: Joseph J. Hartnett

Management

For

For

7C.

Re-election of Compensation Committee member: Catherine A. Lewis

Management

For

For

7D.

Re-election of Compensation Committee member: Charles W. Peffer

Management

For

For

8.

Re-election of the law firm Wuersch & Gering LLP as independent voting rights representative

Management

For

For

9.

Ratification of the appointment of Ernst & Young LLP as Garmin's Independent Registered Public Accounting Firm for the fiscal year ending December 26, 2020 and re- election of Ernst & Young Ltd as Garmin's statutory auditor for another one-year term

Management

For

For

10.

Advisory vote on executive compensation

Management

For

For

11.

Binding vote to approve Fiscal Year 2021 maximum aggregate compensation for the Executive Management

Management

For

For

12.

Binding vote to approve maximum aggregate compensation for the Board of Directors for the period between the 2020 Annual General Meeting and the 2021 Annual General Meeting

Management

For

For

13.

Renewal of authorized share capital

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

950

0

14-May-2020

14-May-2020

ALEXANDRIA REAL ESTATE EQUITIES, INC.

Security

015271109

Meeting Type

Annual

Ticker Symbol

ARE

Meeting Date

08-Jun-2020

ISIN

US0152711091

Agenda

935182395 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Joel S. Marcus

Management

For

For

1B.

Election of Director: Steven R. Hash

Management

For

For

1C.

Election of Director: John L. Atkins, III

Management

For

For

1D.

Election of Director: James P. Cain

Management

For

For

1E.

Election of Director: Maria C. Freire

Management

For

For

1F.

Election of Director: Jennifer Friel Goldstein

Management

For

For

1G.

Election of Director: Richard H. Klein

Management

For

For

1H.

Election of Director: James H. Richardson

Management

For

For

1I.

Election of Director: Michael A. Woronoff

Management

For

For

2.

To vote upon the amendment and restatement of the Company's Amended and Restated 1997 Stock Award and Incentive Plan, as more particularly described in the accompanying Proxy Statement.

Management

For

For

3.

To cast a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described in the accompanying Proxy Statement.

Management

For

For

4.

To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accountants for the fiscal year ending December 31, 2020, as more particularly described in the accompanying Proxy Statement.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

2,200

0

15-May-2020

15-May-2020

DIGITAL REALTY TRUST, INC.

Security

253868103

Meeting Type

Annual

Ticker Symbol

DLR

Meeting Date

08-Jun-2020

ISIN

US2538681030

Agenda

935206296 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Laurence A. Chapman

Management

For

For

1B.

Election of Director: Alexis Black Bjorlin

Management

For

For

1C.

Election of Director: Michael A. Coke

Management

For

For

1D.

Election of Director: VeraLinn Jamieson

Management

For

For

1E.

Election of Director: Kevin J. Kennedy

Management

For

For

1F.

Election of Director: William G. LaPerch

Management

For

For

1G.

Election of Director: Jean F.H.P. Mandeville

Management

For

For

1H.

Election of Director: Afshin Mohebbi

Management

For

For

1I.

Election of Director: Mark R. Patterson

Management

For

For

1J.

Election of Director: Mary Hogan Preusse

Management

For

For

1K.

Election of Director: A. William Stein

Management

For

For

2.

To ratify the selection of KPMG LLP as the Company's independent registered public accounting firm for the year ending December 31, 2020.

Management

For

For

3.

To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers, as more fully described in the accompanying Proxy Statement (say on pay).

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

2,450

0

16-May-2020

16-May-2020

WORKDAY, INC.

Security

98138H101

Meeting Type

Annual

Ticker Symbol

WDAY

Meeting Date

09-Jun-2020

ISIN

US98138H1014

Agenda

935187434 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Michael C. Bush

For

For

2

Christa Davies

For

For

3

Michael A. Stankey

For

For

4

George J. Still, Jr.

For

For

2.

To ratify the appointment of Ernst & Young LLP as Workday's independent registered public accounting firm for the fiscal year ending January 31, 2021.

Management

For

For

3.

Advisory vote on named executive officer compensation.

Management

Against

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

12,480

0

17-May-2020

17-May-2020

THE TJX COMPANIES, INC.

Security

872540109

Meeting Type

Annual

Ticker Symbol

TJX

Meeting Date

09-Jun-2020

ISIN

US8725401090

Agenda

935195633 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Zein Abdalla

Management

For

For

1B.

Election of Director: Alan M. Bennett

Management

For

For

1C.

Election of Director: Rosemary T. Berkery

Management

For

For

1D.

Election of Director: David T. Ching

Management

For

For

1E.

Election of Director: Ernie Herrman

Management

For

For

1F.

Election of Director: Michael F. Hines

Management

For

For

1G.

Election of Director: Amy B. Lane

Management

For

For

1H.

Election of Director: Carol Meyrowitz

Management

For

For

1I.

Election of Director: Jackwyn L. Nemerov

Management

For

For

1J.

Election of Director: John F. O'Brien

Management

For

For

1K.

Election of Director: Willow B. Shire

Management

For

For

2.

Ratification of appointment of PricewaterhouseCoopers as TJX's independent registered public accounting firm for fiscal 2021

Management

For

For

3.

Advisory approval of TJX's executive compensation (the say-on-pay vote)

Management

For

For

4.

Shareholder proposal for a report on reduction in chemical footprint

Shareholder

Against

For

5.

Shareholder proposal for a report on animal welfare

Shareholder

Against

For

6.

Shareholder proposal for setting target amounts for CEO compensation

Shareholder

Against

For

7.

Shareholder proposal for disclosure regarding executive share retention

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

4,000

0

19-May-2020

19-May-2020

NVIDIA CORPORATION

Security

67066G104

Meeting Type

Annual

Ticker Symbol

NVDA

Meeting Date

09-Jun-2020

ISIN

US67066G1040

Agenda

935196445 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Robert K. Burgess

Management

For

For

1B.

Election of Director: Tench Coxe

Management

For

For

1C.

Election of Director: Persis S. Drell

Management

For

For

1D.

Election of Director: Jen-Hsun Huang

Management

For

For

1E.

Election of Director: Dawn Hudson

Management

For

For

1F.

Election of Director: Harvey C. Jones

Management

For

For

1G.

Election of Director: Michael G. McCaffery

Management

For

For

1H.

Election of Director: Stephen C. Neal

Management

For

For

1I.

Election of Director: Mark L. Perry

Management

For

For

1J.

Election of Director: A. Brooke Seawell

Management

For

For

1K.

Election of Director: Mark A. Stevens

Management

For

For

2.

Approval of our executive compensation.

Management

For

For

3.

Ratification of the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm for fiscal year 2021.

Management

For

For

4.

Approval of an amendment and restatement of our Amended and Restated 2007 Equity Incentive Plan.

Management

For

For

5.

Approval of an amendment and restatement of our Amended and Restated 2012 Employee Stock Purchase Plan.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

9,073

0

19-May-2020

19-May-2020

CATERPILLAR INC.

Security

149123101

Meeting Type

Annual

Ticker Symbol

CAT

Meeting Date

10-Jun-2020

ISIN

US1491231015

Agenda

935192980 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Kelly A. Ayotte

Management

For

For

1B.

Election of Director: David L. Calhoun

Management

For

For

1C.

Election of Director: Daniel M. Dickinson

Management

For

For

1D.

Election of Director: Juan Gallardo

Management

For

For

1E.

Election of Director: William A. Osborn

Management

For

For

1F.

Election of Director: Debra L. Reed-Klages

Management

For

For

1G.

Election of Director: Edward B. Rust, Jr.

Management

For

For

1H.

Election of Director: Susan C. Schwab

Management

For

For

1I.

Election of Director: D. James Umpleby III

Management

For

For

1J.

Election of Director: Miles D. White

Management

For

For

1K.

Election of Director: Rayford Wilkins, Jr.

Management

For

For

2.

Ratification of our Independent Registered Public Accounting Firm

Management

For

For

3.

Advisory Vote to Approve Executive Compensation

Management

For

For

4.

Shareholder Proposal - Provide a Report of Lobbying Activities

Shareholder

Against

For

5.

Shareholder Proposal - Independent Board Chairman

Shareholder

Against

For

6.

Shareholder Proposal - Shareholder Action by Written Consent

Shareholder

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

10,225

0

19-May-2020

19-May-2020

TARGET CORPORATION

Security

87612E106

Meeting Type

Annual

Ticker Symbol

TGT

Meeting Date

10-Jun-2020

ISIN

US87612E1064

Agenda

935196293 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Douglas M. Baker, Jr.

Management

For

For

1B.

Election of Director: George S. Barrett

Management

For

For

1C.

Election of Director: Brian C. Cornell

Management

For

For

1D.

Election of Director: Calvin Darden

Management

For

For

1E.

Election of Director: Robert L. Edwards

Management

For

For

1F.

Election of Director: Melanie L. Healey

Management

For

For

1G.

Election of Director: Donald R. Knauss

Management

For

For

1H.

Election of Director: Monica C. Lozano

Management

For

For

1I.

Election of Director: Mary E. Minnick

Management

For

For

1J.

Election of Director: Kenneth L. Salazar

Management

For

For

1K.

Election of Director: Dmitri L. Stockton

Management

For

For

2.

Company proposal to ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm.

Management

For

For

3.

Company proposal to approve, on an advisory basis, our executive compensation (Say on Pay).

Management

For

For

4.

Company proposal to approve the Target Corporation 2020 Long-Term Incentive Plan.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

12,430

0

20-May-2020

20-May-2020

MASTERCARD INCORPORATED

Security

57636Q104

Meeting Type

Annual

Ticker Symbol

MA

Meeting Date

16-Jun-2020

ISIN

US57636Q1040

Agenda

935196332 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Richard Haythornthwaite

Management

For

For

1B.

Election of Director: Ajay Banga

Management

For

For

1C.

Election of Director: Richard K. Davis

Management

For

For

1D.

Election of Director: Steven J. Freiberg

Management

For

For

1E.

Election of Director: Julius Genachowski

Management

For

For

1F.

Election of Director: Choon Phong Goh

Management

For

For

1G.

Election of Director: Merit E. Janow

Management

For

For

1H.

Election of Director: Oki Matsumoto

Management

For

For

1I.

Election of Director: Youngme Moon

Management

For

For

1J.

Election of Director: Rima Qureshi

Management

For

For

1K.

Election of Director: José Octavio Reyes Lagunes

Management

For

For

1L.

Election of Director: Gabrielle Sulzberger

Management

For

For

1M.

Election of Director: Jackson Tai

Management

For

For

1N.

Election of Director: Lance Uggla

Management

For

For

2.

Advisory approval of Mastercard's executive compensation

Management

For

For

3.

Ratification of the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm for Mastercard for 2020

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

6,500

0

27-May-2020

27-May-2020

EQUINIX, INC.

Security

29444U700

Meeting Type

Annual

Ticker Symbol

EQIX

Meeting Date

18-Jun-2020

ISIN

US29444U7000

Agenda

935209014 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Thomas Bartlett

For

For

2

Nanci Caldwell

For

For

3

Adaire Fox-Martin

For

For

4

Gary Hromadko

For

For

5

William Luby

For

For

6

Irving Lyons III

For

For

7

Charles Meyers

For

For

8

Christopher Paisley

For

For

9

Sandra Rivera

For

For

10

Peter Van Camp

For

For

2.

To approve, by a non-binding advisory vote, the compensation of Equinix's named executive officers.

Management

For

For

3.

To approve the Equinix, Inc. 2020 Equity Incentive Plan.

Management

For

For

4.

To ratify the appointment of PricewaterhouseCoopers LLP as Equinix's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

5.

Stockholder proposal related to political contributions disclosure and oversight.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

1,850

0

23-May-2020

23-May-2020

THE KROGER CO.

Security

501044101

Meeting Type

Annual

Ticker Symbol

KR

Meeting Date

25-Jun-2020

ISIN

US5010441013

Agenda

935215788 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of director: Nora A. Aufreiter

Management

For

For

1B.

Election of director: Anne Gates

Management

For

For

1C.

Election of director: Karen M. Hoguet

Management

For

For

1D.

Election of director: Susan J. Kropf

Management

For

For

1E.

Election of director: W. Rodney McMullen

Management

For

For

1F.

Election of director: Clyde R. Moore

Management

For

For

1G.

Election of director: Ronald L. Sargent

Management

For

For

1H.

Election of director: Bobby S. Shackouls

Management

For

For

1I.

Election of director: Mark S. Sutton

Management

For

For

1J.

Election of director: Ashok Vemuri

Management

For

For

2.

Approval, on an advisory basis, of Kroger's executive compensation.

Management

For

For

3.

Ratification of PricewaterhouseCoopers LLP, as auditors.

Management

For

For

4.

A shareholder proposal, if properly presented, to issue a report assessing the environmental impacts of using unrecyclable packaging for private label brands.

Shareholder

Against

For

5.

A shareholder proposal, if properly presented, to issue a report on human rights due diligence process in operations and supply chain.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

9,000

0

03-Jun-2020

03-Jun-2020

DELL TECHNOLOGIES INC.

Security

24703L202

Meeting Type

Annual

Ticker Symbol

DELL

Meeting Date

29-Jun-2020

ISIN

US24703L2025

Agenda

935219546 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Michael S. Dell*

For

For

2

David W. Dorman*

For

For

3

Egon Durban*

For

For

4

William D. Green*

For

For

5

Simon Patterson*

For

For

6

Lynn M. Vojvodich*

For

For

7

Ellen J. Kullman#

For

For

2.

Ratification of the appointment of PricewaterhouseCoopers LLP as Dell Technologies Inc.'s independent registered public accounting firm for fiscal year ending January 29, 2021.

Management

For

For

3.

Approval, on an advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement.

Management

Against

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169317

SOA LARGE CAP VALUE

1169317

HUNTINGTON NATIONAL BANK

2,624

0

09-Jun-2020

09-Jun-2020

Spirit of America Municipal Tax Free Bond Fund

Proxy Voting Record

July 1, 2019 – June 30, 2020

No votes have been cast on securities held by the Spirit of America Municipal Tax Free Bond Fund during the reporting period (July 1, 2019 – June 30, 2020).

Spirit of America Income Fund

Proxy Voting Record

July 1, 2019 – June 30, 2020

Investment Company Report

ANDEAVOR LOGISTICS LP

Security

03350F106

Meeting Type

Consent

Ticker Symbol

ANDX

Meeting Date

29-Jul-2019

ISIN

US03350F1066

Agenda

935059926 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

Approval of the merger of MPLX MAX LLC, a Delaware limited liability company and a wholly owned subsidiary of MPLX, with and into ANDX, with ANDX continuing as the surviving entity (the "Merger"), and adoption and approval of the Agreement and Plan of Merger, dated as of May 7, 2019, as such agreement may be amended from time to time, by and among ANDX, Tesoro Logistics GP, LLC, MPLX, MPLX GP LLC, and MPLX MAX LLC, and the transactions contemplated thereby.

Management

For

For

2.

Approval, on an advisory (non-binding) basis, of the compensation that may be paid or become payable to ANDX's named executive officers in connection with the Merger.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169291

SOA INCOME FUND

1169291

HUNTINGTON NATIONAL BANK

6,405

0

16-Jul-2019

16-Jul-2019

BUCKEYE PARTNERS, L.P.

Security

118230101

Meeting Type

Special

Ticker Symbol

BPL

Meeting Date

31-Jul-2019

ISIN

US1182301010

Agenda

935058227 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

The approval of (i) the Agreement and Plan of Merger, dated as of May 10, 2019, by and among Buckeye Partners, L.P., a DE limited partnership, Hercules Intermediate Holdings LLC, a DE limited liability company ("Parent"), Hercules Merger Sub LLC, a DE limited liability company and a wholly owned subsidiary of Parent, Buckeye Pipe Line Services Company, a PA corporation, and Buckeye GP LLC, a DE limited liability company and the general partner of Buckeye Partners, L.P. and (ii) the transactions contemplated by the Agreement and Plan of Merger.

Management

For

For

2.

The approval, in a nonbinding advisory vote, of the compensation that may be paid or may become payable to Buckeye Partners, L.P.'s named executive officers in connection with, or following, the consummation of the merger contemplated by the Agreement and Plan of Merger.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169291

SOA INCOME FUND

1169291

HUNTINGTON NATIONAL BANK

8,903

0

16-Jul-2019

16-Jul-2019

SPIRIT MTA REIT

Security

84861U105

Meeting Type

Special

Ticker Symbol

SMTA

Meeting Date

04-Sep-2019

ISIN

US84861U1051

Agenda

935068684 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

To approve the Sale (constituting the sale of substantially all of the assets of Sprit MTA REIT ("SMTA")) pursuant to the terms and conditions of the Equity Purchase Agreement, dated as of June 2, 2019, among SMTA, SMTA Financing JV, LLC, Banner NewCo LLC and Hospitality Properties Trust (the "Sale Proposal")

Management

For

For

2.

To approve the Plan of Voluntary Liquidation of SMTA providing for the winding-up and complete liquidation of SMTA, and dissolution and termination of SMTA or the conversion of SMTA to another liquidating entity, subject to approval of the Sale Proposal and completion of the Sale (the "Liquidation Proposal")

Management

For

For

3.

To approve the adjournment of the special meeting, if necessary, to solicit additional votes to approve the Sale Proposal and/or the Liquidation Proposal (the "Adjournment Proposal")

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169291

SOA INCOME FUND

1169291

HUNTINGTON NATIONAL BANK

2,000

0

21-Aug-2019

21-Aug-2019

MAGELLAN MIDSTREAM PARTNERS,L.P.

Security

559080106

Meeting Type

Annual

Ticker Symbol

MMP

Meeting Date

23-Apr-2020

ISIN

US5590801065

Agenda

935136413 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Chansoo Joung

For

For

2

Michael N. Mears

For

For

3

James R. Montague

For

For

2.

Advisory Resolution to Approve Executive Compensation.

Management

For

For

3.

Ratification of Appointment of Independent Registered Public Accounting Firm for 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169291

SOA INCOME FUND

1169291

HUNTINGTON NATIONAL BANK

11,700

0

12-Mar-2020

12-Mar-2020

AT&T INC.

Security

00206R102

Meeting Type

Annual

Ticker Symbol

T

Meeting Date

24-Apr-2020

ISIN

US00206R1023

Agenda

935138140 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Randall L. Stephenson

Management

For

For

1B.

Election of Director: Samuel A. Di Piazza, Jr.

Management

For

For

1C.

Election of Director: Richard W. Fisher

Management

For

For

1D.

Election of Director: Scott T. Ford

Management

For

For

1E.

Election of Director: Glenn H. Hutchins

Management

For

For

1F.

Election of Director: William E. Kennard

Management

For

For

1G.

Election of Director: Debra L. Lee

Management

For

For

1H.

Election of Director: Stephen J. Luczo

Management

For

For

1I.

Election of Director: Michael B. McCallister

Management

For

For

1J.

Election of Director: Beth E. Mooney

Management

For

For

1K.

Election of Director: Matthew K. Rose

Management

For

For

1L.

Election of Director: Cynthia B. Taylor

Management

For

For

1M.

Election of Director: Geoffrey Y. Yang

Management

For

For

2.

Ratification of appointment of independent auditors.

Management

For

For

3.

Advisory approval of executive compensation.

Management

For

For

4.

Independent Board Chairman.

Shareholder

Against

For

5.

Employee Representative Director.

Shareholder

Against

For

6.

Improve Guiding Principles of Executive Compensation.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169291

SOA INCOME FUND

1169291

HUNTINGTON NATIONAL BANK

18,000

0

25-Mar-2020

25-Mar-2020

CITY OFFICE REIT, INC.

Security

178587101

Meeting Type

Annual

Ticker Symbol

CIO

Meeting Date

30-Apr-2020

ISIN

US1785871013

Agenda

935142151 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: John McLernon

Management

For

For

1B.

Election of Director: James Farrar

Management

For

For

1C.

Election of Director: William Flatt

Management

For

For

1D.

Election of Director: Sabah Mirza

Management

For

For

1E.

Election of Director: Mark Murski

Management

For

For

1F.

Election of Director: John Sweet

Management

For

For

2.

To ratify the appointment of KPMG LLP as City Office REIT, Inc.'s independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

The approval, on an advisory basis, of the compensation of the named executive officers for 2019.

Management

For

For

4.

The approval, on an advisory basis, of the annual frequency of future advisory approvals on executive compensation of the named executive officers.

Management

1 Year

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169291

SOA INCOME FUND

1169291

HUNTINGTON NATIONAL BANK

20,000

0

03-Apr-2020

03-Apr-2020

ENBRIDGE INC.

Security

29250N105

Meeting Type

Annual

Ticker Symbol

ENB

Meeting Date

05-May-2020

ISIN

CA29250N1050

Agenda

935147365 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

01

DIRECTOR

Management

1

PAMELA L. CARTER

For

For

2

MARCEL R. COUTU

For

For

3

SUSAN M. CUNNINGHAM

For

For

4

GREGORY L. EBEL

For

For

5

J. HERB ENGLAND

For

For

6

CHARLES W. FISCHER

For

For

7

GREGORY J. GOFF

For

For

8

V.M. KEMPSTON DARKES

For

For

9

TERESA S. MADDEN

For

For

10

AL MONACO

For

For

11

DAN C. TUTCHER

For

For

02

APPOINT THE AUDITORS APPOINT PRICEWATERHOUSECOOPERS LLP AS AUDITORS OF ENBRIDGE AT REMUNERATION TO BE FIXED BY THE BOARD OF DIRECTORS

Management

For

For

03

AMEND, RECONFIRM AND APPROVE THE SHAREHOLDER RIGHTS PLAN OF ENBRIDGE

Management

For

For

04

RATIFY, CONFIRM AND APPROVE THE AMENDMENTS TO GENERAL BY-LAW NO. 1 OF ENBRIDGE

Management

For

For

05

ADVISORY VOTE TO APPROVE ENBRIDGE'S APPROACH TO EXECUTIVE COMPENSATION

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169291

SOA INCOME FUND

1169291

HUNTINGTON NATIONAL BANK

29,763

0

02-Apr-2020

02-Apr-2020

DIAMONDROCK HOSPITALITY CO

Security

252784301

Meeting Type

Annual

Ticker Symbol

DRH

Meeting Date

06-May-2020

ISIN

US2527843013

Agenda

935157518 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: William W. McCarten

Management

For

For

1B.

Election of Director: Mark W. Brugger

Management

For

For

1C.

Election of Director: Timothy R. Chi

Management

For

For

1D.

Election of Director: Maureen L. McAvey

Management

For

For

1E.

Election of Director: Gilbert T. Ray

Management

For

For

1F.

Election of Director: William J. Shaw

Management

For

For

1G.

Election of Director: Bruce D. Wardinski

Management

For

For

1H.

Election of Director: Kathleen A. Wayton

Management

For

For

2.

To approve, on a non-binding, advisory basis, the compensation of the named executive officers, as disclosed in the proxy statement.

Management

For

For

3.

To ratify the appointment of KPMG LLP as the independent auditors for DiamondRock Hospitality Company for the fiscal year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169291

SOA INCOME FUND

1169291

HUNTINGTON NATIONAL BANK

25,953

0

11-Apr-2020

11-Apr-2020

VERIZON COMMUNICATIONS INC.

Security

92343V104

Meeting Type

Annual

Ticker Symbol

VZ

Meeting Date

07-May-2020

ISIN

US92343V1044

Agenda

935148406 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1a.

Election of Director: Shellye L. Archambeau

Management

For

For

1b.

Election of Director: Mark T. Bertolini

Management

For

For

1c.

Election of Director: Vittorio Colao

Management

For

For

1d.

Election of Director: Melanie L. Healey

Management

For

For

1e.

Election of Director: Clarence Otis, Jr.

Management

For

For

1f.

Election of Director: Daniel H. Schulman

Management

For

For

1g.

Election of Director: Rodney E. Slater

Management

For

For

1h.

Election of Director: Hans E. Vestberg

Management

For

For

1i.

Election of Director: Gregory G. Weaver

Management

For

For

2.

Advisory Vote to Approve Executive Compensation

Management

For

For

3.

Ratification of Appointment of Independent Registered Public Accounting Firm

Management

For

For

4.

Nonqualified Savings Plan Earnings

Shareholder

Against

For

5.

Special Shareholder Meetings

Shareholder

For

Against

6.

Lobbying Activities Report

Shareholder

Against

For

7.

User Privacy Metric

Shareholder

Against

For

8.

Amend Severance Approval Policy

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169291

SOA INCOME FUND

1169291

HUNTINGTON NATIONAL BANK

15,000

0

08-Apr-2020

08-Apr-2020

ABBVIE INC.

Security

00287Y109

Meeting Type

Annual

Ticker Symbol

ABBV

Meeting Date

08-May-2020

ISIN

US00287Y1091

Agenda

935152138 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Robert J. Alpern

For

For

2

Edward M. Liddy

For

For

3

Melody B. Meyer

For

For

4

Frederick H. Waddell

For

For

2.

Ratification of Ernst & Young LLP as AbbVie's independent registered public accounting firm for 2020

Management

For

For

3.

Say on Pay - An advisory vote on the approval of executive compensation

Management

For

For

4.

Approval of a management proposal regarding amendment of the certificate of incorporation to eliminate supermajority voting

Management

For

For

5.

Stockholder Proposal - to Issue an Annual Report on Lobbying

Shareholder

Against

For

6.

Stockholder Proposal - to Adopt a Policy to Require Independent Chairman

Shareholder

Against

For

7.

Stockholder Proposal - to Issue a Compensation Committee Report on Drug Pricing

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169291

SOA INCOME FUND

1169291

HUNTINGTON NATIONAL BANK

3,000

0

14-Apr-2020

14-Apr-2020

APPLE HOSPITALITY REIT, INC.

Security

03784Y200

Meeting Type

Annual

Ticker Symbol

APLE

Meeting Date

14-May-2020

ISIN

US03784Y2000

Agenda

935156605 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Glenn W. Bunting

For

For

2

Jon A. Fosheim

For

For

3

Kristian M. Gathright

For

For

4

Glade M. Knight

For

For

5

Justin G. Knight

For

For

6

Blythe J. McGarvie

For

For

7

Daryl A. Nickel

For

For

8

L. Hugh Redd

For

For

2.

Approval on an advisory basis of executive compensation paid by the Company.

Management

Against

Against

3.

Ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm to serve for 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169291

SOA INCOME FUND

1169291

HUNTINGTON NATIONAL BANK

32,539

0

22-Apr-2020

22-Apr-2020

PEBBLEBROOK HOTEL TRUST

Security

70509V100

Meeting Type

Annual

Ticker Symbol

PEB

Meeting Date

19-May-2020

ISIN

US70509V1008

Agenda

935165363 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Trustee: Jon E. Bortz

Management

For

For

1B.

Election of Trustee: Cydney C. Donnell

Management

For

For

1C.

Election of Trustee: Ron E. Jackson

Management

For

For

1D.

Election of Trustee: Phillip M. Miller

Management

For

For

1E.

Election of Trustee: Michael J. Schall

Management

For

For

1F.

Election of Trustee: Bonny W. Simi

Management

For

For

1G.

Election of Trustee: Earl E. Webb

Management

For

For

2.

Ratification of the appointment of KPMG LLP to serve as our independent registered public accountants for the year ending December 31, 2020.

Management

For

For

3.

Advisory vote approving the compensation of our named executive officers ("Say-On-Pay").

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169291

SOA INCOME FUND

1169291

HUNTINGTON NATIONAL BANK

8,806

0

26-Apr-2020

26-Apr-2020

TARGA RESOURCES CORP.

Security

87612G101

Meeting Type

Annual

Ticker Symbol

TRGP

Meeting Date

19-May-2020

ISIN

US87612G1013

Agenda

935172320 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.1

Election of Director: Charles R. Crisp

Management

For

For

1.2

Election of Director: Laura C. Fulton

Management

For

For

1.3

Election of Director: James W. Whalen

Management

For

For

2.

Ratification of the selection of PricewaterhouseCoopers LLP as the Company's independent auditors for 2020.

Management

For

For

3.

Approval, on an advisory basis, of the compensation of the Company's named executive officers, as disclosed in the proxy statement pursuant to the compensation disclosure rules of the SEC.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169291

SOA INCOME FUND

1169291

HUNTINGTON NATIONAL BANK

7,739

0

27-Apr-2020

27-Apr-2020

PLAINS ALL AMERICAN PIPELINE, L.P.

Security

726503105

Meeting Type

Annual

Ticker Symbol

PAA

Meeting Date

20-May-2020

ISIN

US7265031051

Agenda

935190948 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Alexandra Pruner

For

For

2

Lawrence Ziemba

For

For

2.

Ratification of the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2020.

Management

For

For

3.

The approval, on a non-binding advisory basis, of our named executive officer compensation.

Management

Against

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169291

SOA INCOME FUND

1169291

HUNTINGTON NATIONAL BANK

3,200

0

30-Apr-2020

30-Apr-2020

HANNON ARMSTRONG SUSTAINABLE INFRA CAPTL

Security

41068X100

Meeting Type

Annual

Ticker Symbol

HASI

Meeting Date

04-Jun-2020

ISIN

US41068X1000

Agenda

935193122 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Jeffrey W. Eckel

For

For

2

Teresa M. Brenner

For

For

3

Michael T. Eckhart

For

For

4

Simone F. Lagomarsino

For

For

5

Charles M. O'Neil

For

For

6

Richard J. Osborne

For

For

7

Steven G. Osgood

For

For

2.

The ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

The advisory approval of the compensation of the Named Executive Officers as described in the Compensation Discussion and Analysis, the compensation tables and other narrative disclosure in this proxy statement.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169291

SOA INCOME FUND

1169291

HUNTINGTON NATIONAL BANK

37,792

0

12-May-2020

12-May-2020

SPIRIT REALTY CAPITAL, INC.

Security

84860W300

Meeting Type

Annual

Ticker Symbol

SRC

Meeting Date

08-Jun-2020

ISIN

US84860W3007

Agenda

935201929 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.1

Election of Director: Jackson Hsieh

Management

For

For

1.2

Election of Director: Kevin M. Charlton

Management

For

For

1.3

Election of Director: Todd A. Dunn

Management

For

For

1.4

Election of Director: Elizabeth F. Frank

Management

For

For

1.5

Election of Director: Richard I. Gilchrist

Management

For

For

1.6

Election of Director: Diana M. Laing

Management

For

For

1.7

Election of Director: Sheli Z. Rosenberg

Management

For

For

1.8

Election of Director: Thomas D. Senkbeil

Management

For

For

1.9

Election of Director: Nicholas P. Shepherd

Management

For

For

2.

The ratification of the selection of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

A non-binding, advisory resolution to approve the compensation of our named executive officers as described in the Proxy Statement.

Management

For

For

4.

A non-binding, advisory resolution to approve the frequency (every year, every 2 years, or every 3 years) of future advisory votes to approve named executive officer compensation.

Management

1 Year

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169291

SOA INCOME FUND

1169291

HUNTINGTON NATIONAL BANK

4,000

0

19-May-2020

19-May-2020

BLACKSTONE MORTGAGE TRUST, INC

Security

09257W100

Meeting Type

Annual

Ticker Symbol

BXMT

Meeting Date

11-Jun-2020

ISIN

US09257W1009

Agenda

935203391 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Michael B. Nash

For

For

2

Stephen D. Plavin

For

For

3

Leonard W. Cotton

For

For

4

Thomas E. Dobrowski

For

For

5

Martin L. Edelman

For

For

6

Henry N. Nassau

For

For

7

Jonathan L. Pollack

For

For

8

Lynne B. Sagalyn

For

For

2.

Ratify the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

Advisory Vote on Executive Compensation: To approve in a non-binding, advisory vote, the compensation paid to our named executive officers.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1169291

SOA INCOME FUND

1169291

HUNTINGTON NATIONAL BANK

11,565

0

22-May-2020

22-May-2020

Spirit of America Income & Opportunity Fund

Proxy Voting Record

July 1, 2019 – June 30, 2020

Investment Company Report

DEERE & COMPANY

Security

244199105

Meeting Type

Annual

Ticker Symbol

DE

Meeting Date

26-Feb-2020

ISIN

US2441991054

Agenda

935120876 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Samuel R. Allen

Management

For

For

1B.

Election of Director: Alan C. Heuberger

Management

For

For

1C.

Election of Director: Charles O. Holliday, Jr.

Management

For

For

1D.

Election of Director: Dipak C. Jain

Management

For

For

1E.

Election of Director: Michael O. Johanns

Management

For

For

1F.

Election of Director: Clayton M. Jones

Management

For

For

1G.

Election of Director: John C. May

Management

For

For

1H.

Election of Director: Gregory R. Page

Management

For

For

1I.

Election of Director: Sherry M. Smith

Management

For

For

1J.

Election of Director: Dmitri L. Stockton

Management

For

For

1K.

Election of Director: Sheila G. Talton

Management

For

For

2.

Amendment to Deere's ByLaws to provide that courts located in Delaware will be the exclusive forum for certain legal disputes

Management

Against

Against

3.

Advisory vote on executive compensation

Management

For

For

4.

Approval of the John Deere 2020 Equity and Incentive Plan

Management

For

For

5.

Ratification of the appointment of Deloitte & Touche LLP as Deere's independent registered public accounting firm for fiscal 2020

Management

For

For

6.

Shareholder Proposal - Adopt a Board Ideology Disclosure Policy

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

1,150

0

04-Feb-2020

04-Feb-2020

APPLE INC.

Security

037833100

Meeting Type

Annual

Ticker Symbol

AAPL

Meeting Date

26-Feb-2020

ISIN

US0378331005

Agenda

935121563 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: James Bell

Management

For

For

1B.

Election of Director: Tim Cook

Management

For

For

1C.

Election of Director: Al Gore

Management

For

For

1D.

Election of Director: Andrea Jung

Management

For

For

1E.

Election of Director: Art Levinson

Management

For

For

1F.

Election of Director: Ron Sugar

Management

For

For

1G.

Election of Director: Sue Wagner

Management

For

For

2.

Ratification of the appointment of Ernst & Young LLP as Apple's independent registered public accounting firm for 2020

Management

For

For

3.

Advisory vote to approve executive compensation

Management

For

For

4.

A shareholder proposal entitled "Shareholder Proxy Access Amendments"

Shareholder

Against

For

5.

A shareholder proposal relating to sustainability and executive compensation

Shareholder

Against

For

6.

A shareholder proposal relating to policies on freedom of expression

Shareholder

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

690

0

05-Feb-2020

05-Feb-2020

TOLL BROTHERS, INC.

Security

889478103

Meeting Type

Annual

Ticker Symbol

TOL

Meeting Date

10-Mar-2020

ISIN

US8894781033

Agenda

935128935 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Robert I. Toll

Management

For

For

1B.

Election of Director: Douglas C. Yearley, Jr.

Management

For

For

1C.

Election of Director: Edward G. Boehne

Management

For

For

1D.

Election of Director: Richard J. Braemer

Management

For

For

1E.

Election of Director: Stephen F. East

Management

For

For

1F.

Election of Director: Christine N. Garvey

Management

For

For

1G.

Election of Director: Karen H. Grimes

Management

For

For

1H.

Election of Director: Carl B. Marbach

Management

For

For

1I.

Election of Director: John A. McLean

Management

For

For

1J.

Election of Director: Stephen A. Novick

Management

For

For

1K.

Election of Director: Wendell E. Pritchett

Management

For

For

1L.

Election of Director: Paul E. Shapiro

Management

For

For

2.

The ratification of the re-appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the 2020 fiscal year.

Management

For

For

3.

The approval, in an advisory and non-binding vote, of the compensation of the Company's named executive officers.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

4,285

0

14-Feb-2020

14-Feb-2020

LENNAR CORPORATION

Security

526057104

Meeting Type

Annual

Ticker Symbol

LEN

Meeting Date

07-Apr-2020

ISIN

US5260571048

Agenda

935133001 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Rick Beckwitt

Management

For

For

1B.

Election of Director: Irving Bolotin

Management

For

For

1C.

Election of Director: Steven L. Gerard

Management

For

For

1D.

Election of Director: Tig Gilliam

Management

For

For

1E.

Election of Director: Sherrill W. Hudson

Management

For

For

1F.

Election of Director: Jonathan M. Jaffe

Management

For

For

1G.

Election of Director: Sidney Lapidus

Management

For

For

1H.

Election of Director: Teri P. McClure

Management

For

For

1I.

Election of Director: Stuart Miller

Management

For

For

1J.

Election of Director: Armando Olivera

Management

For

For

1K.

Election of Director: Jeffrey Sonnenfeld

Management

For

For

1L.

Election of Director: Scott Stowell

Management

Against

Against

2.

Approve, on an advisory basis, the compensation of our named executive officers.

Management

Against

Against

3.

Ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for our fiscal year ending November 30, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

3,800

0

17-Mar-2020

17-Mar-2020

DOW INC.

Security

260557103

Meeting Type

Annual

Ticker Symbol

DOW

Meeting Date

09-Apr-2020

ISIN

US2605571031

Agenda

935132441 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Samuel R. Allen

Management

For

For

1B.

Election of Director: Ajay Banga

Management

For

For

1C.

Election of Director: Jacqueline K. Barton

Management

For

For

1D.

Election of Director: James A. Bell

Management

For

For

1E.

Election of Director: Wesley G. Bush

Management

For

For

1F.

Election of Director: Richard K. Davis

Management

For

For

1G.

Election of Director: Jeff M. Fettig

Management

For

For

1H.

Election of Director: Jim Fitterling

Management

For

For

1I.

Election of Director: Jacqueline C. Hinman

Management

For

For

1J.

Election of Director: Jill S. Wyant

Management

For

For

1K.

Election of Director: Daniel W. Yohannes

Management

For

For

2.

Advisory Resolution to Approve Executive Compensation

Management

For

For

3.

Advisory Resolution on the Frequency of Future Advisory Votes to Approve Executive Compensation

Management

1 Year

For

4.

Ratification of the Appointment of the Independent Registered Public Accounting Firm

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

1,900

0

18-Mar-2020

18-Mar-2020

FIFTH THIRD BANCORP

Security

316773100

Meeting Type

Annual

Ticker Symbol

FITB

Meeting Date

14-Apr-2020

ISIN

US3167731005

Agenda

935135170 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Nicholas K. Akins

Management

For

For

1B.

Election of Director: B. Evan Bayh, III

Management

For

For

1C.

Election of Director: Jorge L. Benitez

Management

For

For

1D.

Election of Director: Katherine B. Blackburn

Management

For

For

1E.

Election of Director: Emerson L. Brumback

Management

For

For

1F.

Election of Director: Jerry W. Burris

Management

For

For

1G.

Election of Director: Greg D. Carmichael

Management

For

For

1H.

Election of Director: C. Bryan Daniels

Management

For

For

1I.

Election of Director: Thomas H. Harvey

Management

For

For

1J.

Election of Director: Gary R. Heminger

Management

For

For

1K.

Election of Director: Jewell D. Hoover

Management

For

For

1L.

Election of Director: Eileen A. Mallesch

Management

For

For

1M.

Election of Director: Michael B. McCallister

Management

For

For

1N.

Election of Director: Marsha C. Williams

Management

For

For

2.

Approval of the appointment of the firm of Deloitte & Touche LLP to serve as the independent external audit firm for the Company for the year 2020.

Management

For

For

3.

An advisory approval of the Company's executive compensation.

Management

For

For

4.

An advisory vote to determine whether the shareholder vote on the compensation of the Company's executives will occur every 1, 2, or 3 years.

Management

1 Year

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

3,400

0

12-Mar-2020

12-Mar-2020

AMERICAN ELECTRIC POWER COMPANY, INC.

Security

025537101

Meeting Type

Annual

Ticker Symbol

AEP

Meeting Date

21-Apr-2020

ISIN

US0255371017

Agenda

935134611 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Nicholas K. Akins

Management

For

For

1B.

Election of Director: David J. Anderson

Management

For

For

1C.

Election of Director: J. Barnie Beasley, Jr.

Management

For

For

1D.

Election of Director: Ralph D. Crosby, Jr.

Management

For

For

1E.

Election of Director: Art A. Garcia

Management

For

For

1F.

Election of Director: Linda A. Goodspeed

Management

For

For

1G.

Election of Director: Thomas E. Hoaglin

Management

For

For

1H.

Election of Director: Sandra Beach Lin

Management

For

For

1I.

Election of Director: Margaret M. McCarthy

Management

For

For

1J.

Election of Director: Richard C. Notebaert

Management

For

For

1K.

Election of Director: Stephen S. Rasmussen

Management

For

For

1L.

Election of Director: Oliver G. Richard III

Management

For

For

1M.

Election of Director: Sara Martinez Tucker

Management

For

For

2.

Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

Advisory approval of the Company's executive compensation.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

1,155

0

19-Mar-2020

19-Mar-2020

MAGELLAN MIDSTREAM PARTNERS,L.P.

Security

559080106

Meeting Type

Annual

Ticker Symbol

MMP

Meeting Date

23-Apr-2020

ISIN

US5590801065

Agenda

935136413 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Chansoo Joung

For

For

2

Michael N. Mears

For

For

3

James R. Montague

For

For

2.

Advisory Resolution to Approve Executive Compensation.

Management

For

For

3.

Ratification of Appointment of Independent Registered Public Accounting Firm for 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

2,725

0

12-Mar-2020

12-Mar-2020

AT&T INC.

Security

00206R102

Meeting Type

Annual

Ticker Symbol

T

Meeting Date

24-Apr-2020

ISIN

US00206R1023

Agenda

935138140 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Randall L. Stephenson

Management

For

For

1B.

Election of Director: Samuel A. Di Piazza, Jr.

Management

For

For

1C.

Election of Director: Richard W. Fisher

Management

For

For

1D.

Election of Director: Scott T. Ford

Management

For

For

1E.

Election of Director: Glenn H. Hutchins

Management

For

For

1F.

Election of Director: William E. Kennard

Management

For

For

1G.

Election of Director: Debra L. Lee

Management

For

For

1H.

Election of Director: Stephen J. Luczo

Management

For

For

1I.

Election of Director: Michael B. McCallister

Management

For

For

1J.

Election of Director: Beth E. Mooney

Management

For

For

1K.

Election of Director: Matthew K. Rose

Management

For

For

1L.

Election of Director: Cynthia B. Taylor

Management

For

For

1M.

Election of Director: Geoffrey Y. Yang

Management

For

For

2.

Ratification of appointment of independent auditors.

Management

For

For

3.

Advisory approval of executive compensation.

Management

For

For

4.

Independent Board Chairman.

Shareholder

Against

For

5.

Employee Representative Director.

Shareholder

Against

For

6.

Improve Guiding Principles of Executive Compensation.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

4,114

0

25-Mar-2020

25-Mar-2020

HONEYWELL INTERNATIONAL INC.

Security

438516106

Meeting Type

Annual

Ticker Symbol

HON

Meeting Date

27-Apr-2020

ISIN

US4385161066

Agenda

935137794 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Darius Adamczyk

Management

For

For

1B.

Election of Director: Duncan B. Angove

Management

For

For

1C.

Election of Director: William S. Ayer

Management

For

For

1D.

Election of Director: Kevin Burke

Management

For

For

1E.

Election of Director: D. Scott Davis

Management

For

For

1F.

Election of Director: Linnet F. Deily

Management

For

For

1G.

Election of Director: Deborah Flint

Management

For

For

1H.

Election of Director: Judd Gregg

Management

For

For

1I.

Election of Director: Clive Hollick

Management

For

For

1J.

Election of Director: Grace D. Lieblein

Management

For

For

1K.

Election of Director: Raymond T. Odierno

Management

For

For

1L.

Election of Director: George Paz

Management

For

For

1M.

Election of Director: Robin L. Washington

Management

For

For

2.

Advisory Vote to Approve Executive Compensation.

Management

For

For

3.

Approval of Independent Accountants.

Management

For

For

4.

Let Shareholders Vote on Bylaw Amendments.

Shareholder

Against

For

5.

Report on Lobbying Activities and Expenditures.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

550

0

02-Apr-2020

02-Apr-2020

STARWOOD PROPERTY TRUST, INC.

Security

85571B105

Meeting Type

Annual

Ticker Symbol

STWD

Meeting Date

29-Apr-2020

ISIN

US85571B1052

Agenda

935145234 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Richard D. Bronson

For

For

2

Jeffrey G. Dishner

For

For

3

Camille J. Douglas

For

For

4

Solomon J. Kumin

For

For

5

Fred S. Ridley

For

For

6

Barry S. Sternlicht

For

For

7

Strauss Zelnick

For

For

2.

The approval on an advisory basis of the Company's executive compensation.

Management

Against

Against

3.

The ratification of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the calendar year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

4,175

0

31-Mar-2020

31-Mar-2020

WELLTOWER INC.

Security

95040Q104

Meeting Type

Annual

Ticker Symbol

WELL

Meeting Date

30-Apr-2020

ISIN

US95040Q1040

Agenda

935150021 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Kenneth J. Bacon

Management

For

For

1B.

Election of Director: Thomas J. DeRosa

Management

For

For

1C.

Election of Director: Karen B. DeSalvo

Management

For

For

1D.

Election of Director: Jeffrey H. Donahue

Management

For

For

1E.

Election of Director: Sharon M. Oster

Management

For

For

1F.

Election of Director: Sergio D. Rivera

Management

For

For

1G.

Election of Director: Johnese M. Spisso

Management

For

For

1H.

Election of Director: Kathryn M. Sullivan

Management

For

For

2.

The ratification of the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year 2020.

Management

For

For

3.

The approval, on an advisory basis, of the compensation of our named executive officers as disclosed in the 2020 Proxy Statement.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

1,160

0

03-Apr-2020

03-Apr-2020

TERRENO REALTY CORPORATION

Security

88146M101

Meeting Type

Annual

Ticker Symbol

TRNO

Meeting Date

05-May-2020

ISIN

US88146M1018

Agenda

935141945 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: W. Blake Baird

Management

For

For

1B.

Election of Director: Michael A. Coke

Management

For

For

1C.

Election of Director: Linda Assante

Management

For

For

1D.

Election of Director: LeRoy E. Carlson

Management

For

For

1E.

Election of Director: David M. Lee

Management

For

For

1F.

Election of Director: Gabriela Franco Parcella

Management

For

For

1G.

Election of Director: Douglas M. Pasquale

Management

For

For

1H.

Election of Director: Dennis Polk

Management

For

For

2.

Adoption of a resolution to approve, on a non-binding advisory basis, the compensation of certain executives, as more fully described in the proxy statement.

Management

For

For

3.

Ratification of the appointment of Ernst & Young LLP as our independent registered certified public accounting firm for the 2020 fiscal year.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

7,362

0

31-Mar-2020

31-Mar-2020

VERIZON COMMUNICATIONS INC.

Security

92343V104

Meeting Type

Annual

Ticker Symbol

VZ

Meeting Date

07-May-2020

ISIN

US92343V1044

Agenda

935148406 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1a.

Election of Director: Shellye L. Archambeau

Management

For

For

1b.

Election of Director: Mark T. Bertolini

Management

For

For

1c.

Election of Director: Vittorio Colao

Management

For

For

1d.

Election of Director: Melanie L. Healey

Management

For

For

1e.

Election of Director: Clarence Otis, Jr.

Management

For

For

1f.

Election of Director: Daniel H. Schulman

Management

For

For

1g.

Election of Director: Rodney E. Slater

Management

For

For

1h.

Election of Director: Hans E. Vestberg

Management

For

For

1i.

Election of Director: Gregory G. Weaver

Management

For

For

2.

Advisory Vote to Approve Executive Compensation

Management

For

For

3.

Ratification of Appointment of Independent Registered Public Accounting Firm

Management

For

For

4.

Nonqualified Savings Plan Earnings

Shareholder

Against

For

5.

Special Shareholder Meetings

Shareholder

For

Against

6.

Lobbying Activities Report

Shareholder

Against

For

7.

User Privacy Metric

Shareholder

Against

For

8.

Amend Severance Approval Policy

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

5,000

0

08-Apr-2020

08-Apr-2020

ABBVIE INC.

Security

00287Y109

Meeting Type

Annual

Ticker Symbol

ABBV

Meeting Date

08-May-2020

ISIN

US00287Y1091

Agenda

935152138 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Robert J. Alpern

For

For

2

Edward M. Liddy

For

For

3

Melody B. Meyer

For

For

4

Frederick H. Waddell

For

For

2.

Ratification of Ernst & Young LLP as AbbVie's independent registered public accounting firm for 2020

Management

For

For

3.

Say on Pay - An advisory vote on the approval of executive compensation

Management

For

For

4.

Approval of a management proposal regarding amendment of the certificate of incorporation to eliminate supermajority voting

Management

For

For

5.

Stockholder Proposal - to Issue an Annual Report on Lobbying

Shareholder

Against

For

6.

Stockholder Proposal - to Adopt a Policy to Require Independent Chairman

Shareholder

Against

For

7.

Stockholder Proposal - to Issue a Compensation Committee Report on Drug Pricing

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

2,000

0

14-Apr-2020

14-Apr-2020

KINDER MORGAN, INC.

Security

49456B101

Meeting Type

Annual

Ticker Symbol

KMI

Meeting Date

13-May-2020

ISIN

US49456B1017

Agenda

935159043 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Richard D. Kinder

Management

For

For

1B.

Election of Director: Steven J. Kean

Management

For

For

1C.

Election of Director: Kimberly A. Dang

Management

For

For

1D.

Election of Director: Ted A. Gardner

Management

For

For

1E.

Election of Director: Anthony W. Hall, Jr.

Management

For

For

1F.

Election of Director: Gary L. Hultquist

Management

For

For

1G.

Election of Director: Ronald L. Kuehn, Jr.

Management

For

For

1H.

Election of Director: Deborah A. Macdonald

Management

For

For

1I.

Election of Director: Michael C. Morgan

Management

For

For

1J.

Election of Director: Arthur C. Reichstetter

Management

For

For

1K.

Election of Director: Fayez Sarofim

Management

For

For

1L.

Election of Director: C. Park Shaper

Management

For

For

1M.

Election of Director: William A. Smith

Management

For

For

1N.

Election of Director: Joel V. Staff

Management

For

For

1O.

Election of Director: Robert F. Vagt

Management

For

For

1P.

Election of Director: Perry M. Waughtal

Management

For

For

2.

Ratification of the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2020

Management

For

For

3.

Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement.

Management

Against

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

7,500

0

21-Apr-2020

21-Apr-2020

APPLE HOSPITALITY REIT, INC.

Security

03784Y200

Meeting Type

Annual

Ticker Symbol

APLE

Meeting Date

14-May-2020

ISIN

US03784Y2000

Agenda

935156605 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Glenn W. Bunting

For

For

2

Jon A. Fosheim

For

For

3

Kristian M. Gathright

For

For

4

Glade M. Knight

For

For

5

Justin G. Knight

For

For

6

Blythe J. McGarvie

For

For

7

Daryl A. Nickel

For

For

8

L. Hugh Redd

For

For

2.

Approval on an advisory basis of executive compensation paid by the Company.

Management

Against

Against

3.

Ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm to serve for 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

6,250

0

22-Apr-2020

22-Apr-2020

CONSOLIDATED EDISON, INC.

Security

209115104

Meeting Type

Annual

Ticker Symbol

ED

Meeting Date

18-May-2020

ISIN

US2091151041

Agenda

935163282 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: George Campbell, Jr.

Management

For

For

1B.

Election of Director: Ellen V. Futter

Management

For

For

1C.

Election of Director: John F. Killian

Management

For

For

1D.

Election of Director: John McAvoy

Management

For

For

1E.

Election of Director: William J. Mulrow

Management

For

For

1F.

Election of Director: Armando J. Olivera

Management

For

For

1G.

Election of Director: Michael W. Ranger

Management

For

For

1H.

Election of Director: Linda S. Sanford

Management

For

For

1I.

Election of Director: Deirdre Stanley

Management

For

For

1J.

Election of Director: L.Frederick Sutherland

Management

For

For

2.

Ratification of appointment of independent accountants.

Management

For

For

3.

Advisory vote to approve named executive officer compensation.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

1,310

0

25-Apr-2020

25-Apr-2020

JPMORGAN CHASE & CO.

Security

46625H100

Meeting Type

Annual

Ticker Symbol

JPM

Meeting Date

19-May-2020

ISIN

US46625H1005

Agenda

935170833 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Linda B. Bammann

Management

For

For

1B.

Election of Director: Stephen B. Burke

Management

For

For

1C.

Election of Director: Todd A. Combs

Management

For

For

1D.

Election of Director: James S. Crown

Management

For

For

1E.

Election of Director: James Dimon

Management

For

For

1F.

Election of Director: Timothy P. Flynn

Management

For

For

1G.

Election of Director: Mellody Hobson

Management

For

For

1H.

Election of Director: Michael A. Neal

Management

For

For

1I.

Election of Director: Lee R. Raymond

Management

For

For

1J.

Election of Director: Virginia M. Rometty

Management

For

For

2.

Advisory resolution to approve executive compensation

Management

For

For

3.

Ratification of independent registered public accounting firm

Management

For

For

4.

Independent board chairman

Shareholder

Against

For

5.

Oil and gas company and project financing related to the Arctic and the Canadian oil sands

Shareholder

Against

For

6.

Climate change risk reporting

Shareholder

For

Against

7.

Amend shareholder written consent provisions

Shareholder

For

Against

8.

Charitable contributions disclosure

Shareholder

Against

For

9.

Gender/Racial pay equity

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

1,000

0

24-Apr-2020

24-Apr-2020

TARGA RESOURCES CORP.

Security

87612G101

Meeting Type

Annual

Ticker Symbol

TRGP

Meeting Date

19-May-2020

ISIN

US87612G1013

Agenda

935172320 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.1

Election of Director: Charles R. Crisp

Management

For

For

1.2

Election of Director: Laura C. Fulton

Management

For

For

1.3

Election of Director: James W. Whalen

Management

For

For

2.

Ratification of the selection of PricewaterhouseCoopers LLP as the Company's independent auditors for 2020.

Management

For

For

3.

Approval, on an advisory basis, of the compensation of the Company's named executive officers, as disclosed in the proxy statement pursuant to the compensation disclosure rules of the SEC.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

1,305

0

27-Apr-2020

27-Apr-2020

PAYPAL HOLDINGS, INC.

Security

70450Y103

Meeting Type

Annual

Ticker Symbol

PYPL

Meeting Date

21-May-2020

ISIN

US70450Y1038

Agenda

935170869 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Rodney C. Adkins

Management

For

For

1B.

Election of Director: Jonathan Christodoro

Management

For

For

1C.

Election of Director: John J. Donahoe

Management

For

For

1D.

Election of Director: David W. Dorman

Management

For

For

1E.

Election of Director: Belinda J. Johnson

Management

For

For

1F.

Election of Director: Gail J. McGovern

Management

For

For

1G.

Election of Director: Deborah M. Messemer

Management

For

For

1H.

Election of Director: David M. Moffett

Management

For

For

1I.

Election of Director: Ann M. Sarnoff

Management

For

For

1J.

Election of Director: Daniel H. Schulman

Management

For

For

1K.

Election of Director: Frank D. Yeary

Management

For

For

2.

Advisory vote to approve named executive officer compensation.

Management

Against

Against

3.

Ratification of the appointment of PricewaterhouseCoopers LLP as our independent auditor for 2020.

Management

For

For

4.

Stockholder Proposal - Stockholder right to act by written consent.

Shareholder

For

Against

5.

Stockholder Proposal - Human and indigenous peoples' rights.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

2,100

0

29-Apr-2020

29-Apr-2020

THE HOME DEPOT, INC.

Security

437076102

Meeting Type

Annual

Ticker Symbol

HD

Meeting Date

21-May-2020

ISIN

US4370761029

Agenda

935172130 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Gerard J. Arpey

Management

For

For

1B.

Election of Director: Ari Bousbib

Management

For

For

1C.

Election of Director: Jeffery H. Boyd

Management

For

For

1D.

Election of Director: Gregory D. Brenneman

Management

For

For

1E.

Election of Director: J. Frank Brown

Management

For

For

1F.

Election of Director: Albert P. Carey

Management

For

For

1G.

Election of Director: Helena B. Foulkes

Management

For

For

1H.

Election of Director: Linda R. Gooden

Management

For

For

1I.

Election of Director: Wayne M. Hewett

Management

For

For

1J.

Election of Director: Manuel Kadre

Management

For

For

1K.

Election of Director: Stephanie C. Linnartz

Management

For

For

1L.

Election of Director: Craig A. Menear

Management

For

For

2.

Ratification of the Appointment of KPMG LLP

Management

For

For

3.

Advisory Vote to Approve Executive Compensation ("Say-on-Pay")

Management

For

For

4.

Shareholder Proposal Regarding Amendment of Shareholder Written Consent Right

Shareholder

For

Against

5.

Shareholder Proposal Regarding EEO-1 Disclosure

Shareholder

Against

For

6.

Shareholder Proposal Regarding Executive Ownership Guidelines

Shareholder

Against

For

7.

Shareholder Proposal Regarding Electioneering Contributions Congruency Analysis

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

1,000

0

30-Apr-2020

30-Apr-2020

SUN COMMUNITIES, INC.

Security

866674104

Meeting Type

Annual

Ticker Symbol

SUI

Meeting Date

22-May-2020

ISIN

US8666741041

Agenda

935170871 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director to serve until 2021 annual meeting of stockholders: Gary A. Shiffman

Management

For

For

1B.

Election of Director to serve until 2021 annual meeting of stockholders: Meghan G. Baivier

Management

For

For

1C.

Election of Director to serve until 2021 annual meeting of stockholders: Stephanie W. Bergeron

Management

For

For

1D.

Election of Director to serve until 2021 annual meeting of stockholders: Brian M. Hermelin

Management

For

For

1E.

Election of Director to serve until 2021 annual meeting of stockholders: Ronald A. Klein

Management

For

For

1F.

Election of Director to serve until 2021 annual meeting of stockholders: Clunet R. Lewis

Management

For

For

1G.

Election of Director to serve until 2021 annual meeting of stockholders: Arthur A. Weiss

Management

For

For

2.

To approve, by non-binding vote, executive compensation.

Management

For

For

3.

To ratify the selection of Grant Thornton LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

714

0

30-Apr-2020

30-Apr-2020

EXXON MOBIL CORPORATION

Security

30231G102

Meeting Type

Annual

Ticker Symbol

XOM

Meeting Date

27-May-2020

ISIN

US30231G1022

Agenda

935176443 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Susan K. Avery

Management

For

For

1B.

Election of Director: Angela F. Braly

Management

For

For

1C.

Election of Director: Ursula M. Burns

Management

For

For

1D.

Election of Director: Kenneth C. Frazier

Management

For

For

1E.

Election of Director: Joseph L. Hooley

Management

For

For

1F.

Election of Director: Steven A. Kandarian

Management

For

For

1G.

Election of Director: Douglas R. Oberhelman

Management

For

For

1H.

Election of Director: Samuel J. Palmisano

Management

For

For

1I.

Election of Director: William C. Weldon

Management

For

For

1J.

Election of Director: Darren W. Woods

Management

For

For

2.

Ratification of Independent Auditors (page 29)

Management

For

For

3.

Advisory Vote to Approve Executive Compensation (page 30)

Management

For

For

4.

Independent Chairman (page 59)

Shareholder

Against

For

5.

Special Shareholder Meetings (page 61)

Shareholder

Against

For

6.

Report on Environmental Expenditures (page 62)

Shareholder

Against

For

7.

Report on Risks of Petrochemical Investments (page 64)

Shareholder

For

Against

8.

Report on Political Contributions (page 66)

Shareholder

Against

For

9.

Report on Lobbying (page 67)

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

2,095

0

06-May-2020

06-May-2020

AMAZON.COM, INC.

Security

023135106

Meeting Type

Annual

Ticker Symbol

AMZN

Meeting Date

27-May-2020

ISIN

US0231351067

Agenda

935186305 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of director: Jeffrey P. Bezos

Management

For

For

1B.

Election of director: Rosalind G. Brewer

Management

For

For

1C.

Election of director: Jamie S. Gorelick

Management

For

For

1D.

Election of director: Daniel P. Huttenlocher

Management

For

For

1E.

Election of director: Judith A. McGrath

Management

For

For

1F.

Election of director: Indra K. Nooyi

Management

For

For

1G.

Election of director: Jonathan J. Rubinstein

Management

For

For

1H.

Election of director: Thomas O. Ryder

Management

For

For

1I.

Election of director: Patricia Q. Stonesifer

Management

For

For

1J.

Election of director: Wendell P. Weeks

Management

For

For

2.

RATIFICATION OF THE APPOINTMENT OF ERNST & YOUNG LLP AS INDEPENDENT AUDITORS

Management

For

For

3.

ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION

Management

For

For

4.

APPROVAL OF AMENDMENT TO RESTATED CERTIFICATE OF INCORPORATION TO LOWER STOCK OWNERSHIP THRESHOLD FOR SHAREHOLDERS TO REQUEST A SPECIAL MEETING

Management

Against

Against

5.

SHAREHOLDER PROPOSAL REQUESTING A REPORT ON EFFECTS OF FOOD WASTE

Shareholder

Against

For

6.

SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER USE OF CERTAIN TECHNOLOGIES

Shareholder

For

Against

7.

SHAREHOLDER PROPOSAL REQUESTING A REPORT ON POTENTIAL CUSTOMER MISUSE OF CERTAIN TECHNOLOGIES

Shareholder

For

Against

8.

SHAREHOLDER PROPOSAL REQUESTING A REPORT ON EFFORTS TO RESTRICT CERTAIN PRODUCTS

Shareholder

For

Against

9.

SHAREHOLDER PROPOSAL REQUESTING A MANDATORY INDEPENDENT BOARD CHAIR POLICY

Shareholder

Against

For

10.

SHAREHOLDER PROPOSAL REQUESTING AN ALTERNATIVE REPORT ON GENDER/RACIAL PAY

Shareholder

Against

For

11.

SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CERTAIN COMMUNITY IMPACTS

Shareholder

Against

For

12.

SHAREHOLDER PROPOSAL REQUESTING A REPORT ON VIEWPOINT DISCRIMINATION

Shareholder

Against

For

13.

SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PROMOTION DATA

Shareholder

For

Against

14.

SHAREHOLDER PROPOSAL REQUESTING AN ADDITIONAL REDUCTION IN THRESHOLD FOR CALLING SPECIAL SHAREHOLDER MEETINGS

Shareholder

For

Against

15.

SHAREHOLDER PROPOSAL REQUESTING A SPECIFIC SUPPLY CHAIN REPORT FORMAT

Shareholder

Against

For

16.

SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

125

0

05-May-2020

05-May-2020

ALPHABET INC.

Security

02079K305

Meeting Type

Annual

Ticker Symbol

GOOGL

Meeting Date

03-Jun-2020

ISIN

US02079K3059

Agenda

935196762 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Larry Page

For

For

2

Sergey Brin

For

For

3

Sundar Pichai

For

For

4

John L. Hennessy

For

For

5

Frances H. Arnold

For

For

6

L. John Doerr

For

For

7

Roger W. Ferguson, Jr.

For

For

8

Ann Mather

For

For

9

Alan R. Mulally

Withheld

Against

10

K. Ram Shriram

For

For

11

Robin L. Washington

For

For

2.

Ratification of the appointment of Ernst & Young LLP as Alphabet's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

An amendment to Alphabet's Amended and Restated 2012 Stock Plan to increase the share reserve by 8,500,000 shares of Class C capital stock.

Management

For

For

4.

Advisory vote to approve named executive officer compensation.

Management

Against

Against

5.

A stockholder proposal regarding equal shareholder voting, if properly presented at the meeting.

Shareholder

For

Against

6.

A stockholder proposal regarding a report on arbitration of employment-related claims, if properly presented at the meeting.

Shareholder

Against

For

7.

A stockholder proposal regarding the establishment of a human rights risk oversight committee, if properly presented at the meeting.

Shareholder

For

Against

8.

A stockholder proposal regarding non-binding vote on amendment of bylaws, if properly presented at the meeting.

Shareholder

Against

For

9.

A stockholder proposal regarding a report on sustainability metrics, if properly presented at the meeting.

Shareholder

Against

For

10.

A stockholder proposal regarding a report on takedown requests, if properly presented at the meeting.

Shareholder

Against

For

11.

A stockholder proposal regarding majority vote for election of directors, if properly presented at the meeting.

Shareholder

For

Against

12.

A stockholder proposal regarding a report on gender/racial pay equity, if properly presented at the meeting.

Shareholder

Against

For

13.

A stockholder proposal regarding the nomination of human rights and/or civil rights expert to the board, if properly presented at the meeting.

Shareholder

Against

For

14.

A stockholder proposal regarding a report on whistleblower policies and practices, if properly presented at the meeting

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

250

0

13-May-2020

13-May-2020

NETFLIX, INC.

Security

64110L106

Meeting Type

Annual

Ticker Symbol

NFLX

Meeting Date

04-Jun-2020

ISIN

US64110L1061

Agenda

935188412 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Class III Director: Reed Hastings

Management

For

For

1B.

Election of Class III Director: Jay C. Hoag

Management

For

For

1C.

Election of Class III Director: Mathias Döpfner

Management

For

For

2.

To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the year ending December 31, 2020.

Management

For

For

3.

Advisory approval of the Company's executive officer compensation.

Management

Against

Against

4.

Approval of the Netflix, Inc. 2020 Stock Plan.

Management

For

For

5.

Stockholder proposal regarding political disclosures, if properly presented at the meeting.

Shareholder

Against

For

6.

Stockholder proposal for simple majority vote, if properly presented at the meeting.

Shareholder

For

Against

7.

Stockholder proposal for EEO policy risk report, if properly presented at the meeting.

Shareholder

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

351

0

14-May-2020

14-May-2020

NVIDIA CORPORATION

Security

67066G104

Meeting Type

Annual

Ticker Symbol

NVDA

Meeting Date

09-Jun-2020

ISIN

US67066G1040

Agenda

935196445 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Robert K. Burgess

Management

For

For

1B.

Election of Director: Tench Coxe

Management

For

For

1C.

Election of Director: Persis S. Drell

Management

For

For

1D.

Election of Director: Jen-Hsun Huang

Management

For

For

1E.

Election of Director: Dawn Hudson

Management

For

For

1F.

Election of Director: Harvey C. Jones

Management

For

For

1G.

Election of Director: Michael G. McCaffery

Management

For

For

1H.

Election of Director: Stephen C. Neal

Management

For

For

1I.

Election of Director: Mark L. Perry

Management

For

For

1J.

Election of Director: A. Brooke Seawell

Management

For

For

1K.

Election of Director: Mark A. Stevens

Management

For

For

2.

Approval of our executive compensation.

Management

For

For

3.

Ratification of the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm for fiscal year 2021.

Management

For

For

4.

Approval of an amendment and restatement of our Amended and Restated 2007 Equity Incentive Plan.

Management

For

For

5.

Approval of an amendment and restatement of our Amended and Restated 2012 Employee Stock Purchase Plan.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

2,045

0

19-May-2020

19-May-2020

CATERPILLAR INC.

Security

149123101

Meeting Type

Annual

Ticker Symbol

CAT

Meeting Date

10-Jun-2020

ISIN

US1491231015

Agenda

935192980 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Kelly A. Ayotte

Management

For

For

1B.

Election of Director: David L. Calhoun

Management

For

For

1C.

Election of Director: Daniel M. Dickinson

Management

For

For

1D.

Election of Director: Juan Gallardo

Management

For

For

1E.

Election of Director: William A. Osborn

Management

For

For

1F.

Election of Director: Debra L. Reed-Klages

Management

For

For

1G.

Election of Director: Edward B. Rust, Jr.

Management

For

For

1H.

Election of Director: Susan C. Schwab

Management

For

For

1I.

Election of Director: D. James Umpleby III

Management

For

For

1J.

Election of Director: Miles D. White

Management

For

For

1K.

Election of Director: Rayford Wilkins, Jr.

Management

For

For

2.

Ratification of our Independent Registered Public Accounting Firm

Management

For

For

3.

Advisory Vote to Approve Executive Compensation

Management

For

For

4.

Shareholder Proposal - Provide a Report of Lobbying Activities

Shareholder

Against

For

5.

Shareholder Proposal - Independent Board Chairman

Shareholder

Against

For

6.

Shareholder Proposal - Shareholder Action by Written Consent

Shareholder

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

700

0

19-May-2020

19-May-2020

W. P. CAREY INC.

Security

92936U109

Meeting Type

Annual

Ticker Symbol

WPC

Meeting Date

11-Jun-2020

ISIN

US92936U1097

Agenda

935190710 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1A.

Election of Director: Mark A. Alexander

Management

For

For

1B.

Election of Director: Peter J. Farrell

Management

For

For

1C.

Election of Director: Robert J. Flanagan

Management

For

For

1D.

Election of Director: Jason E. Fox

Management

For

For

1E.

Election of Director: Axel K.A. Hansing

Management

For

For

1F.

Election of Director: Jean Hoysradt

Management

For

For

1G.

Election of Director: Margaret G. Lewis

Management

For

For

1H.

Election of Director: Christopher J. Niehaus

Management

For

For

1I.

Election of Director: Nick J.M. van Ommen

Management

For

For

2.

To Approve the Advisory Resolution on Executive Compensation.

Management

For

For

3.

To Approve the Advisory Resolution on the Frequency of Executive Compensation Vote.

Management

1 Year

For

4.

Ratification of Appointment of PricewaterhouseCoopers LLP as the Company's Independent Registered Public Accounting Firm for 2020.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

1,340

0

22-May-2020

22-May-2020

BLACKSTONE MORTGAGE TRUST, INC

Security

09257W100

Meeting Type

Annual

Ticker Symbol

BXMT

Meeting Date

11-Jun-2020

ISIN

US09257W1009

Agenda

935203391 - Management

Item

Proposal

Proposed by

Vote

For/Against Management

1.

DIRECTOR

Management

1

Michael B. Nash

For

For

2

Stephen D. Plavin

For

For

3

Leonard W. Cotton

For

For

4

Thomas E. Dobrowski

For

For

5

Martin L. Edelman

For

For

6

Henry N. Nassau

For

For

7

Jonathan L. Pollack

For

For

8

Lynne B. Sagalyn

For

For

2.

Ratify the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

3.

Advisory Vote on Executive Compensation: To approve in a non-binding, advisory vote, the compensation paid to our named executive officers.

Management

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1354356

SOA INCOME & OPPORTUNITY FUND

1354356

HUNTINGTON NATIONAL BANK

3,207

0

22-May-2020

22-May-2020

Spirit of America Energy Fund

Proxy Voting Record

July 1, 2019 – June 30, 2020

Investment Company Report

ANDEAVOR LOGISTICS LP

Security

03350F106

Meeting Type

Consent

Ticker Symbol

ANDX

Meeting Date

29-Jul-2019

ISIN

US03350F1066

Agenda

935059926 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1.

Approval of the merger of MPLX MAX LLC, a Delaware limited liability company and a wholly owned subsidiary of MPLX, with and into ANDX, with ANDX continuing as the surviving entity (the "Merger"), and adoption and approval of the Agreement and Plan of Merger, dated as of May 7, 2019, as such agreement may be amended from time to time, by and among ANDX, Tesoro Logistics GP, LLC, MPLX, MPLX GP LLC, and MPLX MAX LLC, and the transactions contemplated thereby.

Management

For

For

For

2.

Approval, on an advisory (non-binding) basis, of the compensation that may be paid or become payable to ANDX's named executive officers in connection with the Merger.

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

263,570

0

16-Jul-2019

16-Jul-2019

BUCKEYE PARTNERS, L.P.

Security

118230101

Meeting Type

Special

Ticker Symbol

BPL

Meeting Date

31-Jul-2019

ISIN

US1182301010

Agenda

935058227 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1.

The approval of (i) the Agreement and Plan of Merger, dated as of May 10, 2019, by and among Buckeye Partners, L.P., a DE limited partnership, Hercules Intermediate Holdings LLC, a DE limited liability company ("Parent"), Hercules Merger Sub LLC, a DE limited liability company and a wholly owned subsidiary of Parent, Buckeye Pipe Line Services Company, a PA corporation, and Buckeye GP LLC, a DE limited liability company and the general partner of Buckeye Partners, L.P. and (ii) the transactions contemplated by the Agreement and Plan of Merger.

Management

For

For

For

2.

The approval, in a nonbinding advisory vote, of the compensation that may be paid or may become payable to Buckeye Partners, L.P.'s named executive officers in connection with, or following, the consummation of the merger contemplated by the Agreement and Plan of Merger.

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

135,547

0

16-Jul-2019

16-Jul-2019

AMERIGAS PARTNERS, L.P.

Security

030975106

Meeting Type

Special

Ticker Symbol

APU

Meeting Date

21-Aug-2019

ISIN

US0309751065

Agenda

935061957 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1.

To approve the Agreement and Plan of Merger, dated as of April 1,2019 (as may be amended from time to time, the "merger agreement"), by and among UGI Corporation, AmeriGas Propane Holdings, Inc., AmeriGas Propane Holdings, LLC ("Merger Sub"), AmeriGas Partners, L.P. ("AmeriGas") and AmeriGas Propane, Inc., the general partner of AmeriGas, and transactions contemplated thereby, including the merger of Merger Sub with and into AmeriGas, with AmeriGas continuing as the surviving entity and an indirect, wholly owned subsidiary of UGI (the "merger").

Management

For

For

For

2.

To approve the adjournment of the special meeting, if necessary, to solicit additional proxies if there are not sufficient votes to approve the merger agreement and the transactions contemplated thereby, including the merger, at the time of the special meeting.

Management

For

For

For

3.

To approve, by a non-binding advisory vote, the compensation arrangements disclosed in the proxy statement/prospectus that may be payable to AmeriGas' named executive officers in connection with the completion of the merger.

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

67,620

0

02-Aug-2019

02-Aug-2019

GOLAR LNG PARTNERS LP

Security

Y2745C102

Meeting Type

Annual

Ticker Symbol

GMLP

Meeting Date

27-Sep-2019

ISIN

MHY2745C1021

Agenda

935069876 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1.

To elect Alf Thorkildsen as a Class I Director of the Partnership whose term will expire at the 2022 Annual Meeting of Limited Partners.

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

102,363

0

07-Sep-2019

07-Sep-2019

OCCIDENTAL PETROLEUM CORPORATION

Security

674599105

Meeting Type

Contested-Consent

Ticker Symbol

OXY

Meeting Date

31-Dec-2019

ISIN

US6745991058

Agenda

935064559 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1.

YOU MAY REVOKE ANY PREVIOUSLY EXECUTED WRITTEN REQUEST REGARDING THE ICAHN GROUP SOLICITATION FOR THE REQUEST TO FIX A RECORD DATE BY SIGNING, DATING AND DELIVERING THIS WHITE REVOCATION FORM. For = Yes Revoke my Request : Against = No Do Not Revoke my request.

Management

Against

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

49,885

0

09-Aug-2019

09-Aug-2019

PARSLEY ENERGY, INC.

Security

701877102

Meeting Type

Special

Ticker Symbol

PE

Meeting Date

09-Jan-2020

ISIN

US7018771029

Agenda

935111942 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1.

Approve the issuance of shares of Class A common stock, par value $0.01 per share, of Parsley Energy, Inc. in connection with the merger contemplated by the Agreement and Plan of Merger, dated as of October 14, 2019, as amended from time to time.

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

127,050

0

23-Dec-2019

23-Dec-2019

UGI CORPORATION

Security

902681105

Meeting Type

Annual

Ticker Symbol

UGI

Meeting Date

22-Jan-2020

ISIN

US9026811052

Agenda

935114051 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1A.

Election of Director: M. S. Bort

Management

For

For

For

1B.

Election of Director: T. A. Dosch

Management

For

For

For

1C.

Election of Director: A. N. Harris

Management

For

For

For

1D.

Election of Director: F. S. Hermance

Management

For

For

For

1E.

Election of Director: W. J. Marrazzo

Management

For

For

For

1F.

Election of Director: K. A. Romano

Management

For

For

For

1G.

Election of Director: M. O. Schlanger

Management

For

For

For

1H.

Election of Director: J. B. Stallings, Jr.

Management

For

For

For

1I.

Election of Director: K. R. Turner

Management

For

For

For

1J.

Election of Director: J. L. Walsh

Management

For

For

For

2.

Proposal to approve resolution on executive compensation.

Management

For

For

For

3.

Proposal to ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm.

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

132,822

0

27-Dec-2019

27-Dec-2019

TALLGRASS ENERGY, LP

Security

874696107

Meeting Type

Special

Ticker Symbol

TGE

Meeting Date

16-Apr-2020

ISIN

US8746961072

Agenda

935148723 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1.

The approval and adoption of the Agreement and Plan of Merger, dated as of December 16, 2019, by and among Tallgrass Energy, LP, Tallgrass Energy GP, LLC, Prairie Private Acquiror LP and Prairie Merger Sub LLC, as it may be amended from time to time, and the transactions contemplated thereby, including the merger of Prairie Private Acquiror LP with and into Tallgrass Energy, LP.

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

180,662

0

01-Apr-2020

01-Apr-2020

MAGELLAN MIDSTREAM PARTNERS,L.P.

Security

559080106

Meeting Type

Annual

Ticker Symbol

MMP

Meeting Date

23-Apr-2020

ISIN

US5590801065

Agenda

935136413 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1.

DIRECTOR

Management

1

Chansoo Joung

For

For

For

2

Michael N. Mears

For

For

For

3

James R. Montague

For

For

For

2.

Advisory Resolution to Approve Executive Compensation.

Management

For

For

For

3.

Ratification of Appointment of Independent Registered Public Accounting Firm for 2020.

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

246,815

0

12-Mar-2020

12-Mar-2020

THE WILLIAMS COMPANIES, INC.

Security

969457100

Meeting Type

Annual

Ticker Symbol

WMB

Meeting Date

28-Apr-2020

ISIN

US9694571004

Agenda

935140094 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1A.

Election of Director: Alan S. Armstrong

Management

For

For

For

1B.

Election of Director: Stephen W. Bergstrom

Management

For

For

For

1C.

Election of Director: Nancy K. Buese

Management

For

For

For

1D.

Election of Director: Stephen I. Chazen

Management

For

For

For

1E.

Election of Director: Charles I. Cogut

Management

For

For

For

1F.

Election of Director: Michael A. Creel

Management

For

For

For

1G.

Election of Director: Vicki L. Fuller

Management

For

For

For

1H.

Election of Director: Peter A. Ragauss

Management

For

For

For

1I.

Election of Director: Scott D. Sheffield

Management

For

For

For

1J.

Election of Director: Murray D. Smith

Management

For

For

For

1K.

Election of Director: William H. Spence

Management

For

For

For

2.

Approval of the Amendment to The Williams Companies, Inc. 2007 Incentive Plan.

Management

For

For

For

3.

Approval of the Amendment to The Williams Companies, Inc. 2007 Employee Stock Purchase Plan.

Management

For

For

For

4.

Approval, by nonbinding advisory vote, of the Company's executive compensation.

Management

Against

For

Against

5.

Ratification of Ernst & Young LLP as auditors for 2020.

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

454,932

0

07-Apr-2020

07-Apr-2020

MARATHON PETROLEUM CORPORATION

Security

56585A102

Meeting Type

Annual

Ticker Symbol

MPC

Meeting Date

29-Apr-2020

ISIN

US56585A1025

Agenda

935144333 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1.

Approval of an amendment to the company's Restated Certificate of Incorporation to phase out the classified Board of Directors.

Management

For

For

For

2A.

Election of Class III Director: Steven A. Davis (One-year term expiring in 2021 if Item 1 is approved, or three year term expiring in 2023 if Item 1 is not approved).

Management

For

For

For

2B.

Election of Class III Director: J. Michael Stice (One-year term expiring in 2021 if Item 1 is approved, or three year term expiring in 2023 if Item 1 is not approved).

Management

For

For

For

2C.

Election of Class III Director: John P. Surma (One-year term expiring in 2021 if Item 1 is approved, or three year term expiring in 2023 if Item 1 is not approved).

Management

For

For

For

2D.

Election of Class III Director: Susan Tomasky (One-year term expiring in 2021 if Item 1 is approved, or three year term expiring in 2023 if Item 1 is not approved).

Management

For

For

For

3.

Ratification of the selection of PricewaterhouseCoopers LLP as the company's independent auditor for 2020.

Management

For

For

For

4.

Approval, on an advisory basis, of the company's named executive officer compensation.

Management

For

For

For

5.

Shareholder proposal seeking simple majority vote provisions.

Shareholder

For

For

For

6.

Shareholder proposal seeking a report on integrating community impacts into the company's executive compensation program.

Shareholder

Against

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

111,171

0

31-Mar-2020

31-Mar-2020

VALERO ENERGY CORPORATION

Security

91913Y100

Meeting Type

Annual

Ticker Symbol

VLO

Meeting Date

30-Apr-2020

ISIN

US91913Y1001

Agenda

935144484 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1A.

Election of Director: H. Paulett Eberhart

Management

For

For

For

1B.

Election of Director: Joseph W. Gorder

Management

For

For

For

1C.

Election of Director: Kimberly S. Greene

Management

For

For

For

1D.

Election of Director: Deborah P. Majoras

Management

For

For

For

1E.

Election of Director: Eric D. Mullins

Management

For

For

For

1F.

Election of Director: Donald L. Nickles

Management

For

For

For

1G.

Election of Director: Philip J. Pfeiffer

Management

For

For

For

1H.

Election of Director: Robert A. Profusek

Management

For

For

For

1I.

Election of Director: Stephen M. Waters

Management

For

For

For

1J.

Election of Director: Randall J. Weisenburger

Management

For

For

For

1K.

Election of Director: Rayford Wilkins, Jr.

Management

For

For

For

2.

Ratify the appointment of KPMG LLP as Valero's independent registered public accounting firm for 2020.

Management

For

For

For

3.

Approve, by non-binding vote, the 2019 compensation of our named executive officers.

Management

For

For

For

4.

Approve 2020 Omnibus Stock Incentive Plan.

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

92,934

0

03-Apr-2020

03-Apr-2020

TC ENERGY CORPORATION

Security

87807B107

Meeting Type

Annual

Ticker Symbol

TRP

Meeting Date

01-May-2020

ISIN

CA87807B1076

Agenda

935156148 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

01

DIRECTOR

Management

1

STÉPHAN CRÉTIER

For

For

For

2

MICHAEL R. CULBERT

For

For

For

3

RUSSELL K. GIRLING

For

For

For

4

SUSAN C. JONES

For

For

For

5

RANDY LIMBACHER

For

For

For

6

JOHN E. LOWE

For

For

For

7

DAVID MACNAUGHTON

For

For

For

8

UNA POWER

For

For

For

9

MARY PAT SALOMONE

For

For

For

10

INDIRA V. SAMARASEKERA

For

For

For

11

D. MICHAEL G. STEWART

For

For

For

12

SIIM A. VANASELJA

For

For

For

13

THIERRY VANDAL

For

For

For

14

STEVEN W. WILLIAMS

For

For

For

02

RESOLUTION TO APPOINT KPMG LLP, CHARTERED PROFESSIONAL ACCOUNTANTS AS AUDITORS AND AUTHORIZE THE DIRECTORS TO FIX THEIR REMUNERATION.

Management

For

For

For

03

RESOLUTION TO ACCEPT TC ENERGY'S APPROACH TO EXECUTIVE COMPENSATION, AS DESCRIBED IN THE MANAGEMENT INFORMATION CIRCULAR.

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

31,550

0

07-Apr-2020

07-Apr-2020

ENBRIDGE INC.

Security

29250N105

Meeting Type

Annual

Ticker Symbol

ENB

Meeting Date

05-May-2020

ISIN

CA29250N1050

Agenda

935147365 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

01

DIRECTOR

Management

1

PAMELA L. CARTER

For

For

For

2

MARCEL R. COUTU

For

For

For

3

SUSAN M. CUNNINGHAM

For

For

For

4

GREGORY L. EBEL

For

For

For

5

J. HERB ENGLAND

For

For

For

6

CHARLES W. FISCHER

For

For

For

7

GREGORY J. GOFF

For

For

For

8

V.M. KEMPSTON DARKES

For

For

For

9

TERESA S. MADDEN

For

For

For

10

AL MONACO

For

For

For

11

DAN C. TUTCHER

For

For

For

02

APPOINT THE AUDITORS APPOINT PRICEWATERHOUSECOOPERS LLP AS AUDITORS OF ENBRIDGE AT REMUNERATION TO BE FIXED BY THE BOARD OF DIRECTORS

Management

For

For

For

03

AMEND, RECONFIRM AND APPROVE THE SHAREHOLDER RIGHTS PLAN OF ENBRIDGE

Management

For

For

For

04

RATIFY, CONFIRM AND APPROVE THE AMENDMENTS TO GENERAL BY-LAW NO. 1 OF ENBRIDGE

Management

For

For

For

05

ADVISORY VOTE TO APPROVE ENBRIDGE'S APPROACH TO EXECUTIVE COMPENSATION

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

329,177

0

02-Apr-2020

02-Apr-2020

DOMINION ENERGY, INC.

Security

25746U109

Meeting Type

Annual

Ticker Symbol

D

Meeting Date

06-May-2020

ISIN

US25746U1097

Agenda

935152316 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1A.

Election of Director: James A. Bennett

Management

For

For

For

1B.

Election of Director: Helen E. Dragas

Management

For

For

For

1C.

Election of Director: James O. Ellis, Jr.

Management

For

For

For

1D.

Election of Director: Thomas F. Farrell, II

Management

For

For

For

1E.

Election of Director: D. Maybank Hagood

Management

For

For

For

1F.

Election of Director: John W. Harris

Management

For

For

For

1G.

Election of Director: Ronald W. Jibson

Management

For

For

For

1H.

Election of Director: Mark J. Kington

Management

For

For

For

1I.

Election of Director: Joseph M. Rigby

Management

For

For

For

1J.

Election of Director: Pamela J. Royal, M.D.

Management

For

For

For

1K.

Election of Director: Robert H. Spilman, Jr.

Management

For

For

For

1L.

Election of Director: Susan N. Story

Management

For

For

For

1M.

Election of Director: Michael E. Szymanczyk

Management

For

For

For

2.

Ratification of Appointment of Independent Auditor.

Management

For

For

For

3.

Advisory Vote on Approval of Executive Compensation (Say on Pay).

Management

For

For

For

4.

Shareholder Proposal Regarding a Policy to Require an Independent Chair

Shareholder

Against

Against

For

5.

Shareholder Proposal Regarding the Right of Shareholders to Act by Written Consent

Shareholder

Against

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

76,892

0

08-Apr-2020

08-Apr-2020

PHILLIPS 66

Security

718546104

Meeting Type

Annual

Ticker Symbol

PSX

Meeting Date

06-May-2020

ISIN

US7185461040

Agenda

935152669 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1A.

Election of Director: Charles M. Holley

Management

For

For

For

1B.

Election of Director: Glenn F. Tilton

Management

For

For

For

1C.

Election of Director: Marna C. Whittington

Management

For

For

For

2.

To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for fiscal year 2020.

Management

For

For

For

3.

Advisory vote to approve our executive compensation.

Management

For

For

For

4.

Shareholder proposal requesting a report on risks of Gulf Coast petrochemical investments.

Shareholder

For

Against

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

71,282

0

07-Apr-2020

07-Apr-2020

EVERSOURCE ENERGY

Security

30040W108

Meeting Type

Annual

Ticker Symbol

ES

Meeting Date

06-May-2020

ISIN

US30040W1080

Agenda

935155386 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1A.

Election of Trustee: Cotton M. Cleveland

Management

For

For

For

1B.

Election of Trustee: James S. DiStasio

Management

For

For

For

1C.

Election of Trustee: Francis A. Doyle

Management

For

For

For

1D.

Election of Trustee: Linda Dorcena Forry

Management

For

For

For

1E.

Election of Trustee: James J. Judge

Management

For

For

For

1F.

Election of Trustee: John Y. Kim

Management

For

For

For

1G.

Election of Trustee: Kenneth R. Leibler

Management

For

For

For

1H.

Election of Trustee: David H. Long

Management

For

For

For

1I.

Election of Trustee: William C. Van Faasen

Management

For

For

For

1J.

Election of Trustee: Frederica M. Williams

Management

For

For

For

2.

Consider an advisory proposal approving the compensation of our Named Executive Officers.

Management

For

For

For

3.

Ratify the selection of Deloitte & Touche LLP as our independent registered public accounting firm for 2020.

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

750

0

03-Apr-2020

03-Apr-2020

KINDER MORGAN, INC.

Security

49456B101

Meeting Type

Annual

Ticker Symbol

KMI

Meeting Date

13-May-2020

ISIN

US49456B1017

Agenda

935159043 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1A.

Election of Director: Richard D. Kinder

Management

For

For

For

1B.

Election of Director: Steven J. Kean

Management

For

For

For

1C.

Election of Director: Kimberly A. Dang

Management

For

For

For

1D.

Election of Director: Ted A. Gardner

Management

For

For

For

1E.

Election of Director: Anthony W. Hall, Jr.

Management

For

For

For

1F.

Election of Director: Gary L. Hultquist

Management

For

For

For

1G.

Election of Director: Ronald L. Kuehn, Jr.

Management

For

For

For

1H.

Election of Director: Deborah A. Macdonald

Management

For

For

For

1I.

Election of Director: Michael C. Morgan

Management

For

For

For

1J.

Election of Director: Arthur C. Reichstetter

Management

For

For

For

1K.

Election of Director: Fayez Sarofim

Management

For

For

For

1L.

Election of Director: C. Park Shaper

Management

For

For

For

1M.

Election of Director: William A. Smith

Management

For

For

For

1N.

Election of Director: Joel V. Staff

Management

For

For

For

1O.

Election of Director: Robert F. Vagt

Management

For

For

For

1P.

Election of Director: Perry M. Waughtal

Management

For

For

For

2.

Ratification of the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2020

Management

For

For

For

3.

Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement.

Management

Against

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

857,494

0

21-Apr-2020

21-Apr-2020

BAKER HUGHES COMPANY

Security

05722G100

Meeting Type

Annual

Ticker Symbol

BKR

Meeting Date

14-May-2020

ISIN

US05722G1004

Agenda

935163612 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1.

DIRECTOR

Management

1

W. Geoffrey Beattie

For

For

For

2

Gregory D. Brenneman

For

For

For

3

Cynthia B. Carroll

For

For

For

4

Clarence P. Cazalot, Jr

For

For

For

5

Nelda J. Connors

For

For

For

6

Gregory L. Ebel

For

For

For

7

Lynn L. Elsenhans

For

For

For

8

John G. Rice

For

For

For

9

Lorenzo Simonelli

For

For

For

2.

An advisory vote related to the Company's executive compensation program

Management

For

For

For

3.

The ratification of KPMG LLP as the Company's independent registered public accounting firm for fiscal year 2020

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

62,000

0

16-Apr-2020

16-Apr-2020

CHENIERE ENERGY, INC.

Security

16411R208

Meeting Type

Annual

Ticker Symbol

LNG

Meeting Date

14-May-2020

ISIN

US16411R2085

Agenda

935197043 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1A.

Election of Director: G. Andrea Botta

Management

For

For

For

1B.

Election of Director: Jack A. Fusco

Management

For

For

For

1C.

Election of Director: Vicky A. Bailey

Management

For

For

For

1D.

Election of Director: Nuno Brandolini

Management

For

For

For

1E.

Election of Director: Michele A. Evans

Management

For

For

For

1F.

Election of Director: David I. Foley

Management

For

For

For

1G.

Election of Director: David B. Kilpatrick

Management

For

For

For

1H.

Election of Director: Andrew Langham

Management

For

For

For

1I.

Election of Director: Courtney R. Mather

Management

For

For

For

1J.

Election of Director: Donald F. Robillard, Jr

Management

For

For

For

1K.

Election of Director: Neal A. Shear

Management

For

For

For

2.

Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2019.

Management

Against

For

Against

3.

Ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for 2020.

Management

For

For

For

4.

Approve the Cheniere Energy, Inc. 2020 Incentive Plan.

Management

For

For

For

5.

Shareholder Proposal regarding climate change risk analysis

Shareholder

Against

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

20,025

0

27-Apr-2020

27-Apr-2020

SOLAREDGE TECHNOLOGIES, INC.

Security

83417M104

Meeting Type

Annual

Ticker Symbol

SEDG

Meeting Date

18-May-2020

ISIN

US83417M1045

Agenda

935173170 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1A.

Election of Director: Tal Payne

Management

For

For

For

1B.

Election of Director: Marcel Gani

Management

For

For

For

2.

Ratification of appointment of EY as independent registered public accounting firm for the year ending December 31, 2020.

Management

For

For

For

3.

Approval of, on an advisory and non- binding basis, the compensation of our named executive officers (the "Say-on-Pay Proposal").

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

250

0

25-Apr-2020

25-Apr-2020

TARGA RESOURCES CORP.

Security

87612G101

Meeting Type

Annual

Ticker Symbol

TRGP

Meeting Date

19-May-2020

ISIN

US87612G1013

Agenda

935172320 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1.1

Election of Director: Charles R. Crisp

Management

For

For

For

1.2

Election of Director: Laura C. Fulton

Management

For

For

For

1.3

Election of Director: James W. Whalen

Management

For

For

For

2.

Ratification of the selection of PricewaterhouseCoopers LLP as the Company's independent auditors for 2020.

Management

For

For

For

3.

Approval, on an advisory basis, of the compensation of the Company's named executive officers, as disclosed in the proxy statement pursuant to the compensation disclosure rules of the SEC.

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

80,460

0

27-Apr-2020

27-Apr-2020

ONEOK, INC.

Security

682680103

Meeting Type

Annual

Ticker Symbol

OKE

Meeting Date

20-May-2020

ISIN

US6826801036

Agenda

935176289 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1A.

Election of Director: Brian L. Derksen

Management

For

For

For

1B.

Election of Director: Julie H. Edwards

Management

For

For

For

1C.

Election of Director: John W. Gibson

Management

For

For

For

1D.

Election of Director: Mark W. Helderman

Management

For

For

For

1E.

Election of Director: Randall J. Larson

Management

For

For

For

1F.

Election of Director: Steven J. Malcolm

Management

For

For

For

1G.

Election of Director: Jim W. Mogg

Management

For

For

For

1H.

Election of Director: Pattye L. Moore

Management

For

For

For

1I.

Election of Director: Gary D. Parker

Management

For

For

For

1J.

Election of Director: Eduardo A. Rodriguez

Management

For

For

For

1K.

Election of Director: Terry K. Spencer

Management

For

For

For

2.

Ratification of the selection of PricewaterhouseCoopers LLP as the independent registered public accounting firm of ONEOK, Inc. for the year ending December 31, 2020.

Management

For

For

For

3.

An advisory vote to approve ONEOK, Inc.'s executive compensation.

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

211,921

0

29-Apr-2020

29-Apr-2020

PLAINS GP HOLDINGS, L.P.

Security

72651A207

Meeting Type

Annual

Ticker Symbol

PAGP

Meeting Date

20-May-2020

ISIN

US72651A2078

Agenda

935189337 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1.

DIRECTOR

Management

1

Alexandra Pruner

For

For

For

2

Lawrence Ziemba

For

For

For

2.

Ratification of the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2020.

Management

For

For

For

3.

The approval, on a non-binding advisory basis, of our named executive officer compensation.

Management

Against

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

44,830

0

29-Apr-2020

29-Apr-2020

PLAINS ALL AMERICAN PIPELINE, L.P.

Security

726503105

Meeting Type

Annual

Ticker Symbol

PAA

Meeting Date

20-May-2020

ISIN

US7265031051

Agenda

935190948 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1.

DIRECTOR

Management

1

Alexandra Pruner

For

For

For

2

Lawrence Ziemba

For

For

For

2.

Ratification of the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2020.

Management

For

For

For

3.

The approval, on a non-binding advisory basis, of our named executive officer compensation.

Management

Against

For

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

105,112

0

30-Apr-2020

30-Apr-2020

PARSLEY ENERGY, INC.

Security

701877102

Meeting Type

Annual

Ticker Symbol

PE

Meeting Date

21-May-2020

ISIN

US7018771029

Agenda

935169640 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1A.

Election of Director: A.R. Alameddine

Management

For

For

For

1B.

Election of Director: Matt Gallagher

Management

For

For

For

1C.

Election of Director: Karen Hughes

Management

For

For

For

2.

To approve, on a non-binding advisory basis, the Company's named executive officer compensation for the fiscal year ended December 31, 2019.

Management

For

For

For

3.

To ratify the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

112,500

0

28-Apr-2020

28-Apr-2020

NEXTERA ENERGY, INC.

Security

65339F101

Meeting Type

Annual

Ticker Symbol

NEE

Meeting Date

21-May-2020

ISIN

US65339F1012

Agenda

935172661 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1A.

Election of Director: Sherry S. Barrat

Management

For

For

For

1B.

Election of Director: James L. Camaren

Management

For

For

For

1C.

Election of Director: Kenneth B. Dunn

Management

For

For

For

1D.

Election of Director: Naren K. Gursahaney

Management

For

For

For

1E.

Election of Director: Kirk S. Hachigian

Management

For

For

For

1F.

Election of Director: Toni Jennings

Management

For

For

For

1G.

Election of Director: Amy B. Lane

Management

For

For

For

1H.

Election of Director: David L. Porges

Management

For

For

For

1I.

Election of Director: James L. Robo

Management

For

For

For

1J.

Election of Director: Rudy E. Schupp

Management

For

For

For

1K.

Election of Director: John L. Skolds

Management

For

For

For

1L.

Election of Director: William H. Swanson

Management

For

For

For

1M.

Election of Director: Darryl L. Wilson

Management

For

For

For

2.

Ratification of appointment of Deloitte & Touche LLP as NextEra Energy's independent registered public accounting firm for 2020

Management

For

For

For

3.

Approval, by non-binding advisory vote, of NextEra Energy's compensation of its named executive officers as disclosed in the proxy statement

Management

For

For

For

4.

A proposal entitled "Political Contributions Disclosure" to request semiannual reports disclosing political contribution policies and expenditures

Shareholder

Against

Against

For

5.

A proposal entitled "Right to Act by Written Consent" to request action by written consent of shareholders

Shareholder

For

Against

Against

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

1,250

0

28-Apr-2020

28-Apr-2020

EXXON MOBIL CORPORATION

Security

30231G102

Meeting Type

Annual

Ticker Symbol

XOM

Meeting Date

27-May-2020

ISIN

US30231G1022

Agenda

935176443 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1A.

Election of Director: Susan K. Avery

Management

For

For

For

1B.

Election of Director: Angela F. Braly

Management

For

For

For

1C.

Election of Director: Ursula M. Burns

Management

For

For

For

1D.

Election of Director: Kenneth C. Frazier

Management

For

For

For

1E.

Election of Director: Joseph L. Hooley

Management

For

For

For

1F.

Election of Director: Steven A. Kandarian

Management

For

For

For

1G.

Election of Director: Douglas R. Oberhelman

Management

For

For

For

1H.

Election of Director: Samuel J. Palmisano

Management

For

For

For

1I.

Election of Director: William C. Weldon

Management

For

For

For

1J.

Election of Director: Darren W. Woods

Management

For

For

For

2.

Ratification of Independent Auditors (page 29)

Management

For

For

For

3.

Advisory Vote to Approve Executive Compensation (page 30)

Management

For

For

For

4.

Independent Chairman (page 59)

Shareholder

Against

Against

For

5.

Special Shareholder Meetings (page 61)

Shareholder

Against

Against

For

6.

Report on Environmental Expenditures (page 62)

Shareholder

Against

Against

For

7.

Report on Risks of Petrochemical Investments (page 64)

Shareholder

For

Against

Against

8.

Report on Political Contributions (page 66)

Shareholder

Against

Against

For

9.

Report on Lobbying (page 67)

Shareholder

Against

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

54,370

0

06-May-2020

06-May-2020

MARATHON OIL CORPORATION

Security

565849106

Meeting Type

Annual

Ticker Symbol

MRO

Meeting Date

27-May-2020

ISIN

US5658491064

Agenda

935182004 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1A.

Election of Director for a one-year term expiring in 2021: Gregory H. Boyce

Management

For

For

For

1B.

Election of Director for a one-year term expiring in 2021: Chadwick C. Deaton

Management

For

For

For

1C.

Election of Director for a one-year term expiring in 2021: Marcela E. Donadio

Management

For

For

For

1D.

Election of Director for a one-year term expiring in 2021: Jason B. Few

Management

For

For

For

1E.

Election of Director for a one-year term expiring in 2021: Douglas L. Foshee

Management

For

For

For

1F.

Election of Director for a one-year term expiring in 2021: M. Elise Hyland

Management

For

For

For

1G.

Election of Director for a one-year term expiring in 2021: Lee M. Tillman

Management

For

For

For

1H.

Election of Director for a one-year term expiring in 2021: J. Kent Wells

Management

For

For

For

2.

Ratify the selection of PricewaterhouseCoopers LLP as our independent auditor for 2020.

Management

For

For

For

3.

Advisory vote to approve the compensation of our named executive officers.

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

114,273

0

05-May-2020

05-May-2020

CHEVRON CORPORATION

Security

166764100

Meeting Type

Annual

Ticker Symbol

CVX

Meeting Date

27-May-2020

ISIN

US1667641005

Agenda

935183979 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1A.

Election of Director: W. M. Austin

Management

For

For

For

1B.

Election of Director: J. B. Frank

Management

For

For

For

1C.

Election of Director: A. P. Gast

Management

For

For

For

1D.

Election of Director: E. Hernandez, Jr.

Management

For

For

For

1E.

Election of Director: C. W. Moorman IV

Management

For

For

For

1F.

Election of Director: D. F. Moyo

Management

For

For

For

1G.

Election of Director: D. Reed-Klages

Management

For

For

For

1H.

Election of Director: R. D. Sugar

Management

For

For

For

1I.

Election of Director: D. J. Umpleby III

Management

For

For

For

1J.

Election of Director: M. K. Wirth

Management

For

For

For

2.

Ratification of Appointment of PwC as Independent Registered Public Accounting Firm

Management

For

For

For

3.

Advisory Vote to Approve Named Executive Officer Compensation

Management

For

For

For

4.

Report on Lobbying

Shareholder

Against

Against

For

5.

Create a Board Committee on Climate Risk

Shareholder

Against

Against

For

6.

Report on Climate Lobbying

Shareholder

Against

Against

For

7.

Report on Petrochemical Risk

Shareholder

For

Against

Against

8.

Report on Human Rights Practices

Shareholder

Against

Against

For

9.

Set Special Meeting Threshold at 10%

Shareholder

Against

Against

For

10.

Adopt Policy for an Independent Chairman

Shareholder

Against

Against

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

77,480

0

22-May-2020

22-May-2020

HANNON ARMSTRONG SUSTAINABLE INFRA CAPTL

Security

41068X100

Meeting Type

Annual

Ticker Symbol

HASI

Meeting Date

04-Jun-2020

ISIN

US41068X1000

Agenda

935193122 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1.

DIRECTOR

Management

1

Jeffrey W. Eckel

For

For

For

2

Teresa M. Brenner

For

For

For

3

Michael T. Eckhart

For

For

For

4

Simone F. Lagomarsino

For

For

For

5

Charles M. O'Neil

For

For

For

6

Richard J. Osborne

For

For

For

7

Steven G. Osgood

For

For

For

2.

The ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2020.

Management

For

For

For

3.

The advisory approval of the compensation of the Named Executive Officers as described in the Compensation Discussion and Analysis, the compensation tables and other narrative disclosure in this proxy statement.

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

3,250

0

12-May-2020

12-May-2020

ALGONQUIN POWER & UTILITIES CORP.

Security

015857105

Meeting Type

Annual

Ticker Symbol

AQN

Meeting Date

04-Jun-2020

ISIN

CA0158571053

Agenda

935209608 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1

The appointment of Ernst & Young LLP, Chartered Accountants, as auditors of the Corporation;

Management

For

For

For

2

DIRECTOR

Management

1

Christopher Ball

For

For

For

2

Melissa S. Barnes

For

For

For

3

Christopher Huskilson

For

For

For

4

Christopher Jarratt

For

For

For

5

D. Randy Laney

For

For

For

6

Kenneth Moore

For

For

For

7

Ian Robertson

For

For

For

8

Masheed Saidi

For

For

For

9

Dilek Samil

For

For

For

10

George Steeves

For

For

For

3

The resolution set forth in Schedule "A" of the Circular to approve the amendment to the Employee Share Purchase Plan to increase the number of common shares reserved for issuance under such plan, as disclosed in the Circular;

Management

For

For

For

4

The resolution set forth in Schedule "C" of the Circular to approve a by-law allowing for meetings of shareholders of the Corporation to be held virtually by means of telephonic, electronic or other communications facility, as disclosed in the Circular;

Management

For

For

For

5

The advisory resolution set forth in Schedule "E" of the Circular to accept the approach to executive compensation as disclosed in the Circular.

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

8,500

0

12-May-2020

12-May-2020

BLACK STONE MINERALS L P

Security

09225M101

Meeting Type

Annual

Ticker Symbol

BSM

Meeting Date

18-Jun-2020

ISIN

US09225M1018

Agenda

935196798 - Management

Item

Proposal

Proposed by

Vote

Management Recommendation

For/Against Management

1.

DIRECTOR

Management

1

Carin M. Barth

For

For

For

2

Thomas L. Carter, Jr.

For

For

For

3

D. Mark DeWalch

For

For

For

4

Jerry V. Kyle, Jr.

For

For

For

5

Michael C. Linn

For

For

For

6

John H. Longmaid

For

For

For

7

William N. Mathis

For

For

For

8

William E. Randall

For

For

For

9

Alexander D. Stuart

For

For

For

10

Allison K. Thacker

For

For

For

2.

Ratification of the appointment of Ernst & Young LLP as Black Stone Minerals, L.P.'s independent registered public accounting firm for the year ending December 31, 2020.

Management

For

For

For

3.

Approval on a non-binding advisory basis, of the compensation of the executive officers of Black Stone Minerals, L.P.'s general partner for the year ended December 31, 2019.

Management

For

For

For

Account Number

Account Name

Internal Account

Custodian

Ballot Shares

Unavailable Shares

Vote Date

Date Confirmed

1466259

SOA ENERGY FUND

1466259

HUNTINGTON NATIONAL BANK

383,749

0

28-May-2020

28-May-2020

Pursuant to the requirements of the Investment Company Act of 1940, the Registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

Spirit of America Investment Fund, Inc.

By:	/s/ David Lerner
	David Lerner, Principal Executive Officer
Date:	August 25, 2020