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: 811-09101
Prudential Investment Portfolios 9
(Exact name of registrant as specified in charter)
655 Broad Street
6th Floor
Newark, NJ 07102
(Address of principal executive offices) (Zip code)
Patrick McGuinness, Esquire
655 Broad Street
6th Floor
Newark, NJ 07102
(Name and address of agent for service)
Registrant’s telephone number, including area code: 973-802-6469
Date of fiscal year end: October 31
Date of reporting period: 7/1/2021 through 6/30/2022
Item 1. Proxy Voting Record.
In determining votes against management, any ballot that management did not make a recommendation is considered to be “FOR” regardless of the vote cast. Any “Abstain” vote cast is considered as voted, and to be against the management recommendation.
FORM N-PX
ICA File Number: 811-09101
Registrant Name: Prudential Investment Portfolios 9
Reporting Period: 07/01/2022 - 06/30/2023
PGIM Absolute Return Bond Fund - Subadviser: PGIM Fixed Income, a business unit of PGIM Inc.
| CHESAPEAKE ENERGY CORPORATION Meeting Date: JUN 08, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHK Security ID: 165167735 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a. | Election of Director: Domenic J. Dell'Osso, Jr. | Management | For | For |
| 1b. | Election of Director: Timothy S. Duncan | Management | For | For |
| 1c. | Election of Director: Benjamin C. Duster, IV | Management | For | For |
| 1d. | Election of Director: Sarah A. Emerson | Management | For | For |
| 1e. | Election of Director: Matthew M. Gallagher | Management | For | For |
| 1f. | Election of Director: Brian Steck | Management | For | For |
| 1g. | Election of Director: Michael Wichterich | Management | For | For |
| 2. | To approve on an advisory basis our named executive officer compensation. | Management | For | For |
| 3. | To approve on an advisory basis the frequency of shareholder votes on named executive officer compensation. | Management | 1 Year | 1 Year |
| 4. | To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2023. | Management | For | For |
| CODERE FINANCE 2 (LU) SA Meeting Date: JUL 29, 2022 Record Date: Meeting Type: EXTRAORDINARY GENERAL MEETING | ||||
| Ticker: CDRSM Security ID: B8A9YTHZ6 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Acknowledgement of the resignation of Ms. Sandra Ann Egan from her position as a class B director of the Company effective as of 6 April 2022 and grant a full discharge to Ms. Sandra Ann Egan in respect of the performance of her duties as a class B direct | Management | For | Do Not Vote |
| 2 | Acknowledgement of the co-optation of Mr. Michael Bruno P. Goose as a class B director of the Company as of 6 April 2022 until the next annual general meeting of the shareholders of the Company that will take place in 2025 by the board of directors of the | Management | For | Do Not Vote |
| 3 | Amendment of articles 24.3 and 26.3 of the Articles as well as article 26.5 of the Articles to address a clerical error inserted in the previous version of the Articles without substantially amending such article. | Management | For | Do Not Vote |
| 4 | Amendment of the definition of "Corporate Director" under article 43 "Definitions" of the Articles. | Management | For | Do Not Vote |
| 5 | Amendment of the definition of "Opco Group CEO" under article 43 "Definitions" of the Articles. | Management | For | Do Not Vote |
| 6 | Creation of the definition of "Shareholders' Agreement Deed of Amendment" under article 43 "Definitions" of the Articles | Management | For | Do Not Vote |
| CODERE FINANCE 2 (LU) SA Meeting Date: DEC 07, 2022 Record Date: Meeting Type: EXTRAORDINARY GENERAL MEETING | ||||
| Ticker: CDRSM Security ID: B8A9YTHZ6 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | To consider and, if thought fit, to approve, and ratify a special report on transactions in which the Class A directors of the Company had a conflict of interest for a period from January 1st, 2022 until the present date | Management | For | Do Not Vote |
| 2 | To consider and, if thought fit, to approve the appointment of Mr. Michel LECOQ, domiciliated at 27 rue de la Concorde, 4800 Verviers, Grand Duchy of LU, as statutory auditor of the Company and its Group of Companies | Management | For | Do Not Vote |
| 3 | To consider and, if thought fit, to approve the appointment of Ernst & Young, S.L. domiciliated at C. de Raimundo Fernandez Villaverde, 65, 28003 Madrid, Kingdom of Spain as an independent auditor of the Company and its Group of Companies | Management | For | Do Not Vote |
| 4 | To consider and, if thought fit, to approve the payment of the amount of EUR 26,220.24- (twenty-six thousand two hundred twenty Euros and twenty-four Eurocents) to Mr. Borja FERNANDEZ ESPEJEL, an independent non-executive director of the Company, accordin | Management | For | Do Not Vote |
| 5 | To consider and, if thought fit, to approve the increase of the remuneration for Mr. Antonio MOYA-ANGELER LINARES, "Preferred Candidate" of the Qualifying Shareholder Group as defined in the shareholders agreement dated November 19, 2021, as amended from | Management | For | Do Not Vote |
| 6 | To consider and, if thought fit, to approve (i) the appointment of Mr. Leslie OTTOLENGHI, born on 22 February 1962, in North Carolina, US of America, residing at 5740 FOREST ST, GREENWOOD VILLAGE, 80121-21 Colorado, US of America as an independent non-exe | Management | For | Do Not Vote |
| 7 | To consider and, if thought fit, to approve the appointment of Ms. Silvana PUTO, born 02 February 1981, in Durres, Albania, professionally residing at 6, rue Eugene Ruppert, L-2453 LU as a class B director of the Company, for a period of 2 years started o | Management | For | Do Not Vote |
| 8 | To consider and, if thought fit, to confirm (i) resignation of Mr. Aidan DE BRUNNER as class A director of the Company, also acting as INED of the Company with effect from 07 August 2022 and (ii) grant full and entire discharge to Mr. Aidan DE BRUNNER as | Management | For | Do Not Vote |
| 9 | To consider and, if thought fit, to confirm (i) resignation of RCS MGMT (LU) S.a r.l., a private limited liability company (societe a responsabilite limitee) incorporated under the laws of the Grand Duchy of LU, having its registered office at 6, rue Euge | Management | For | Do Not Vote |
| 10 | To consider and, if thought fit, subject to the terms and conditions of section 30.5 of the Shareholders' Agreement, to authorize the payment of a maximum amount of gross EUR 1,400,000 (one million four hundred thousand Euros) per annum by the Company as | Management | For | Do Not Vote |
| 11 | To consider and, if thought fit, to authorize any employee of Intertrust (LU) S.a r.l. to undertake the necessary action(s) required to file and register the changes mentioned in the above resolutions with the LU Trade and Companies' Register | Management | For | Do Not Vote |
| CODERE NEW TOPCO SA Meeting Date: APR 13, 2023 Record Date: Meeting Type: EXTRAORDINARY GENERAL MEETING | ||||
| Ticker: CDRSM Security ID: B8A9YTHZ6 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approval of the Transaction, the Company and any other Group Company entering into the Lock-Up Agreement and the Transaction Documents, the incurrence of new debt in the form of the First Priority Notes and the incurrence of new debt in the form of additi | Management | For | For |
| 2 | Ratification of the Preparatory Actions and Steps which have been taken by the Company and/or any Group Company in relation to the Transaction. Draft resolution: "The Meeting resolved to ratify the Preparatory Actions and Steps which have been taken by th | Management | For | For |
| 3 | Disapplication of pre-emption rights with respect to the FPN Issuance, issuance of New NSSNs and New SSNs under the Articles and the Shareholders' Agreement, respectively. Draft resolution: "The Meeting resolved to disapply pre-emption rights with respect | Management | For | For |
| 4 | Disapplication of pre-emption rights with respect to the issuance of additional NSSNs (or, if applicable, New NSSNs) and SSNs (or, if applicable, New SSNs) in respect of fees paid to consenting NSSN and SSN holders under the Articles and the Shareholders' | Management | For | For |
| 5 | Ratification of the appointment of Mr. Neil Robson, born on 25 February 1969, in Scunthorpe, GB, residing at 42 Curly Hill, Ilkley LS29 0AY, GB, as class A director of the Company by way of co-optation as from 24 March 2023 until the remaining period of t | Management | For | For |
| 7 | Approval of the entry by (i) the Company, (ii) Codere New Midco S.a r.l., a wholly owned subsidiary of the Company, (iii) Codere New Holdco S.A., a wholly owned indirect subsidiary of the Company, and (iv) the other subsidiaries of the Company as well as | Management | For | For |
| INTELSAT S.A. Meeting Date: JUN 21, 2023 Record Date: MAY 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: INTEL Security ID: L5217E120 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1. | Receive Board and Auditors' Report | Management | None | Do Not Vote |
| 2. | Approval of the statutory stand-alone financial statements | Management | For | For |
| 3. | Approval of the consolidated financial statements | Management | For | For |
| 4. | Approval of discharge (quitus) to directors for proper performance of their duties | Management | For | For |
| 5. | Approval of carry forward of net results | Management | For | For |
| 6. | Confirmation of David Wajsgras (co-opted) as director | Management | For | For |
| 7. | Confirmation of David Mack (co-opted) as director | Management | For | For |
| 8a. | Re-election of Director: Roy Chestnutt | Management | For | For |
| 8b. | Re-election of Director: Lisa Hammitt | Management | For | For |
| 8c. | Re-election of Director: David Mack | Management | For | For |
| 8d. | Re-election of Director: Marc Montagner | Management | For | For |
| 8e. | Re-election of Director: Easwaran Sundaram | Management | For | For |
| 8f. | Re-election of Director: David Wajsgras | Management | For | For |
| 8g. | Re-election of Director: Jinhy Yoon | Management | For | For |
| 9. | Ratification of directors' remuneration for 2022 | Management | For | For |
| 10. | Approval of directors' remuneration for 2023 | Management | For | For |
| 11. | Approval of re-appointment of KPMG Audit S.a r.l. as approved statutory auditor | Management | For | For |
| 12. | Approval of share repurchases and treasury share holdings, pursuant to and in line with Article 9 of the articles of association of the Company (relating to communication laws) | Management | For | For |
PGIM International Bond Fund - Subadviser: PGIM Fixed Income, a business unit of PGIM Inc.
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
PGIM Quant Solutions Large-Cap Core Fund - Subadviser: PGIM Quantitative Solutions LLC
| 3M COMPANY Meeting Date: MAY 09, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MMM Security ID: 88579Y101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Thomas K. Brown | Management | For | For |
| 2 | Elect Anne H. Chow | Management | For | For |
| 3 | Elect David B. Dillon | Management | For | For |
| 4 | Elect Michael L. Eskew | Management | For | For |
| 5 | Elect James R. Fitterling | Management | For | For |
| 6 | Elect Amy E. Hood | Management | For | For |
| 7 | Elect Suzan Kereere | Management | For | For |
| 8 | Elect Gregory R. Page | Management | For | For |
| 9 | Elect Pedro J. Pizarro | Management | For | For |
| 10 | Elect Michael F. Roman | Management | For | For |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| ABBOTT LABORATORIES Meeting Date: APR 28, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ABT Security ID: 002824100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Robert J. Alpern | Management | For | For |
| 2 | Elect Claire Babineaux-Fontenot | Management | For | For |
| 3 | Elect Sally E. Blount | Management | For | For |
| 4 | Elect Robert B. Ford | Management | For | For |
| 5 | Elect Paola Gonzalez | Management | For | For |
| 6 | Elect Michelle A. Kumbier | Management | For | For |
| 7 | Elect Darren W. McDew | Management | For | For |
| 8 | Elect Nancy McKinstry | Management | For | For |
| 9 | Elect Michael G. O'Grady | Management | For | For |
| 10 | Elect Michael F. Roman | Management | For | For |
| 11 | Elect Daniel J. Starks | Management | For | For |
| 12 | Elect John G. Stratton | Management | For | Against |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Shareholder Proposal Regarding Right to Call Special Meetings | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 18 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| 19 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | Shareholder | Against | For |
| ABBVIE INC. Meeting Date: MAY 05, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ABBV Security ID: 00287Y109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Robert J. Alpern | Management | For | For |
| 2 | Elect Melody B. Meyer | Management | For | For |
| 3 | Elect Frederick H. Waddell | Management | For | For |
| 4 | Ratification of Auditor | Management | For | For |
| 5 | Advisory Vote on Executive Compensation | Management | For | For |
| 6 | Elimination of Supermajority Requirement | Management | For | For |
| 7 | Shareholder Proposal Regarding Simple Majority Vote | Shareholder | Against | Against |
| 8 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | Shareholder | Against | For |
| 9 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| 10 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | Shareholder | Against | Against |
| ACCENTURE PLC Meeting Date: FEB 01, 2023 Record Date: DEC 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ACN Security ID: G1151C101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jaime Ardila | Management | For | For |
| 2 | Elect Nancy McKinstry | Management | For | For |
| 3 | Elect Beth E. Mooney | Management | For | For |
| 4 | Elect Gilles Pelisson | Management | For | For |
| 5 | Elect Paula A. Price | Management | For | For |
| 6 | Elect Venkata Renduchintala | Management | For | For |
| 7 | Elect Arun Sarin | Management | For | For |
| 8 | Elect Julie Sweet | Management | For | For |
| 9 | Elect Tracey T. Travis | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Appointment of Auditor and Authority to Set Fees | Management | For | For |
| 13 | Authority to Issue Shares w/ Preemptive Rights | Management | For | For |
| 14 | Authority to Issue Shares w/o Preemptive Rights | Management | For | For |
| 15 | Authorize the Price Range at which the Company can Re-allot Treasury Shares | Management | For | For |
| ADOBE INC. Meeting Date: APR 20, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ADBE Security ID: 00724F101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Amy L. Banse | Management | For | For |
| 2 | Elect Brett Biggs | Management | For | For |
| 3 | Elect Melanie Boulden | Management | For | For |
| 4 | Elect Frank A. Calderoni | Management | For | For |
| 5 | Elect Laura B. Desmond | Management | For | For |
| 6 | Elect Shantanu Narayen | Management | For | For |
| 7 | Elect Spencer Neumann | Management | For | For |
| 8 | Elect Kathleen Oberg | Management | For | For |
| 9 | Elect Dheeraj Pandey | Management | For | For |
| 10 | Elect David A. Ricks | Management | For | For |
| 11 | Elect Daniel Rosensweig | Management | For | For |
| 12 | Elect John E. Warnock | Management | For | For |
| 13 | Amendment to the 2019 Equity Incentive Plan | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 17 | Shareholder Proposal Regarding Report on Hiring Practices for People With Arrest Records | Shareholder | Against | Against |
| AGCO CORPORATION Meeting Date: APR 27, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AGCO Security ID: 001084102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Michael C. Arnold | Management | For | For |
| 2 | Elect Sondra L. Barbour | Management | For | For |
| 3 | Elect Suzanne P. Clark | Management | For | For |
| 4 | Elect Bob De Lange | Management | For | For |
| 5 | Elect Eric P. Hansotia | Management | For | For |
| 6 | Elect George E. Minnich | Management | For | For |
| 7 | Elect Niels Porksen | Management | For | For |
| 8 | Elect David M. Sagehorn | Management | For | For |
| 9 | Elect Mallika Srinivasan | Management | For | For |
| 10 | Elect Matthew Tsien | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| AGILENT TECHNOLOGIES, INC. Meeting Date: MAR 15, 2023 Record Date: JAN 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: A Security ID: 00846U101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Heidi Kunz | Management | For | Against |
| 2 | Elect Susan H. Rataj | Management | For | For |
| 3 | Elect George A. Scangos | Management | For | Against |
| 4 | Elect Dow R. Wilson | Management | For | For |
| 5 | Advisory Vote on Executive Compensation | Management | For | Against |
| 6 | Ratification of Auditor | Management | For | For |
| 7 | Permit Shareholders to Call Special Meetings | Management | For | For |
| 8 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| ALASKA AIR GROUP, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ALK Security ID: 011659109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Patricia M. Bedient | Management | For | For |
| 2 | Elect James A. Beer | Management | For | For |
| 3 | Elect Raymond L. Conner | Management | For | For |
| 4 | Elect Daniel K. Elwell | Management | For | For |
| 5 | Elect Dhiren Fonseca | Management | For | For |
| 6 | Elect Kathleen T. Hogan | Management | For | For |
| 7 | Elect Adrienne R. Lofton | Management | For | For |
| 8 | Elect Benito Minicucci | Management | For | For |
| 9 | Elect Helvi K. Sandvik | Management | For | For |
| 10 | Elect J. Kenneth Thompson | Management | For | For |
| 11 | Elect Eric K. Yeaman | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| ALBEMARLE CORPORATION Meeting Date: MAY 02, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ALB Security ID: 012653101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect M. Lauren Brlas | Management | For | For |
| 2 | Elect Ralf H. Cramer | Management | For | For |
| 3 | Elect J. Kent Masters, Jr. | Management | For | For |
| 4 | Elect Glenda J. Minor | Management | For | For |
| 5 | Elect James J. O'Brien | Management | For | For |
| 6 | Elect Diarmuid B. O'Connell | Management | For | For |
| 7 | Elect Dean L. Seavers | Management | For | For |
| 8 | Elect Gerald A. Steiner | Management | For | For |
| 9 | Elect Holly A. Van Deursen | Management | For | For |
| 10 | Elect Alejandro D. Wolff | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Approval of the 2023 Stock Compensation and Deferral Election Plan for Non-Employee Directors | Management | For | For |
| ALPHABET INC. Meeting Date: JUN 02, 2023 Record Date: APR 04, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GOOGL Security ID: 02079K305 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Larry Page | Management | For | For |
| 2 | Elect Sergey Brin | Management | For | For |
| 3 | Elect Sundar Pichai | Management | For | For |
| 4 | Elect John L. Hennessy | Management | For | For |
| 5 | Elect Frances H. Arnold | Management | For | For |
| 6 | Elect R. Martin Chavez | Management | For | For |
| 7 | Elect L. John Doerr | Management | For | Against |
| 8 | Elect Roger W. Ferguson, Jr. | Management | For | For |
| 9 | Elect Ann Mather | Management | For | For |
| 10 | Elect K. Ram Shriram | Management | For | For |
| 11 | Elect Robin L. Washington | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Amendment to the 2021 Stock Plan | Management | For | Against |
| 14 | Advisory Vote on Executive Compensation | Management | For | Against |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 3 Years | 1 Year |
| 16 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| 17 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Lobbying Activity Alignment with Climate Commitments and the Paris Agreement | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | Shareholder | Against | For |
| 20 | Shareholder Proposal Regarding Report on Siting in Countries of Significant Human Rights Concern | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Human Rights Impact Assessment | Shareholder | Against | For |
| 22 | Shareholder Proposal Regarding Algorithm Disclosures | Shareholder | Against | For |
| 23 | Shareholder Proposal Regarding Alignment of YouTube Policies With Legislation | Shareholder | Against | For |
| 24 | Shareholder Proposal Regarding Content Governance Report | Shareholder | Against | Against |
| 25 | Shareholder Proposal Regarding Assessment of Audit and Compliance Committee | Shareholder | Against | For |
| 26 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | Shareholder | Against | For |
| 27 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | Shareholder | Against | Against |
| 28 | Shareholder Proposal Regarding Recapitalization | Shareholder | Against | For |
| AMAZON.COM, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMZN Security ID: 023135106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jeffrey P. Bezos | Management | For | For |
| 2 | Elect Andrew R. Jassy | Management | For | For |
| 3 | Elect Keith B. Alexander | Management | For | For |
| 4 | Elect Edith W. Cooper | Management | For | For |
| 5 | Elect Jamie S. Gorelick | Management | For | For |
| 6 | Elect Daniel P. Huttenlocher | Management | For | For |
| 7 | Elect Judith A. McGrath | Management | For | For |
| 8 | Elect Indra K. Nooyi | Management | For | For |
| 9 | Elect Jonathan J. Rubinstein | Management | For | For |
| 10 | Elect Patricia Q. Stonesifer | Management | For | For |
| 11 | Elect Wendell P. Weeks | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Amendment to the 1997 Stock Incentive Plan | Management | For | For |
| 16 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Report on Customer Due Diligence | Shareholder | Against | For |
| 18 | Shareholder Proposal Regarding Report on Government Requests for Content and Product Removal | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Report on Government Takedown Requests | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Just Transition Reporting | Shareholder | Against | For |
| 21 | Shareholder Proposal Regarding Report on Tax Transparency | Shareholder | Against | For |
| 22 | Shareholder Proposal Regarding Lobbying Alignment with Climate Commitments | Shareholder | Against | Against |
| 23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | Shareholder | Against | Against |
| 24 | Shareholder Proposal Regarding Cost Benefit Analysis of DEI Programs | Shareholder | Against | Against |
| 25 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | Shareholder | Against | For |
| 26 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | Shareholder | Against | For |
| 27 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | Shareholder | Against | Against |
| 28 | Shareholder Proposal Regarding Report Evaluating Animal Welfare Standards | Shareholder | Against | Against |
| 29 | Shareholder Proposal Regarding Formation of Public Policy Committee | Shareholder | Against | Against |
| 30 | Shareholder Proposal Regarding Hourly Associate Representation on the Board | Shareholder | Against | Against |
| 31 | Shareholder Proposal Regarding Report on Working Conditions | Shareholder | Against | For |
| 32 | Shareholder Proposal Regarding Report on Plastic Packaging | Shareholder | Against | Against |
| 33 | Shareholder Proposal Regarding the Human Rights Impacts of Facial Recognition Technology | Shareholder | Against | For |
| AMERICAN EXPRESS COMPANY Meeting Date: MAY 02, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AXP Security ID: 025816109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Thomas J. Baltimore, Jr. | Management | For | Against |
| 2 | Elect John J. Brennan | Management | For | For |
| 3 | Elect Peter Chernin | Management | For | For |
| 4 | Elect Walter J. Clayton III | Management | For | For |
| 5 | Elect Ralph de la Vega | Management | For | For |
| 6 | Elect Theodore J. Leonsis | Management | For | For |
| 7 | Elect Deborah P. Majoras | Management | For | For |
| 8 | Elect Karen L. Parkhill | Management | For | For |
| 9 | Elect Charles E. Phillips, Jr. | Management | For | For |
| 10 | Elect Lynn A. Pike | Management | For | For |
| 11 | Elect Stephen J. Squeri | Management | For | For |
| 12 | Elect Daniel L. Vasella | Management | For | For |
| 13 | Elect Lisa W. Wardell | Management | For | For |
| 14 | Elect Christopher D. Young | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | For |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 18 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | Shareholder | Against | Against |
| AMERICAN INTERNATIONAL GROUP, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AIG Security ID: 026874784 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Paola Bergamaschi Broyd | Management | For | For |
| 2 | Elect James Cole, Jr. | Management | For | For |
| 3 | Elect W. Don Cornwell | Management | For | For |
| 4 | Elect Linda A. Mills | Management | For | For |
| 5 | Elect Diana M. Murphy | Management | For | For |
| 6 | Elect Peter R. Porrino | Management | For | For |
| 7 | Elect John G. Rice | Management | For | For |
| 8 | Elect Therese M. Vaughan | Management | For | For |
| 9 | Elect Vanessa A. Wittman | Management | For | For |
| 10 | Elect Peter S. Zaffino | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| AMERICAN TOWER CORPORATION Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMT Security ID: 03027X100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Thomas A. Bartlett | Management | For | For |
| 2 | Elect Kelly C. Chambliss | Management | For | For |
| 3 | Elect Teresa H. Clarke | Management | For | For |
| 4 | Elect Raymond P. Dolan | Management | For | For |
| 5 | Elect Kenneth R. Frank | Management | For | For |
| 6 | Elect Robert D. Hormats | Management | For | For |
| 7 | Elect Grace D. Lieblein | Management | For | For |
| 8 | Elect Craig Macnab | Management | For | For |
| 9 | Elect JoAnn A. Reed | Management | For | For |
| 10 | Elect Pamela D.A. Reeve | Management | For | For |
| 11 | Elect Bruce L. Tanner | Management | For | For |
| 12 | Elect Samme L. Thompson | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| AMERICAN WATER WORKS COMPANY, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AWK Security ID: 030420103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jeffrey N. Edwards | Management | For | For |
| 2 | Elect Martha Clark Goss | Management | For | For |
| 3 | Elect M. Susan Hardwick | Management | For | For |
| 4 | Elect Kimberly J. Harris | Management | For | For |
| 5 | Elect Laurie P. Havanec | Management | For | For |
| 6 | Elect Julia L. Johnson | Management | For | For |
| 7 | Elect Patricia L. Kampling | Management | For | For |
| 8 | Elect Karl F. Kurz | Management | For | For |
| 9 | Elect Michael L. Marberry | Management | For | For |
| 10 | Elect James G. Stavridis | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Against |
| AMGEN INC. Meeting Date: MAY 19, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMGN Security ID: 031162100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Wanda M. Austin | Management | For | For |
| 2 | Elect Robert A. Bradway | Management | For | For |
| 3 | Elect Michael V. Drake | Management | For | For |
| 4 | Elect Brian J. Druker | Management | For | For |
| 5 | Elect Robert A. Eckert | Management | For | For |
| 6 | Elect Greg C. Garland | Management | For | For |
| 7 | Elect Charles M. Holley, Jr. | Management | For | For |
| 8 | Elect S. Omar Ishrak | Management | For | For |
| 9 | Elect Tyler Jacks | Management | For | For |
| 10 | Elect Ellen J. Kullman | Management | For | For |
| 11 | Elect Amy E. Miles | Management | For | For |
| 12 | Elect Ronald D. Sugar | Management | For | For |
| 13 | Elect R. Sanders Williams | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Ratification of Auditor | Management | For | For |
| ANALOG DEVICES, INC. Meeting Date: MAR 08, 2023 Record Date: JAN 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ADI Security ID: 032654105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Vincent Roche | Management | For | For |
| 2 | Elect James A. Champy | Management | For | For |
| 3 | Elect Andre Andonian | Management | For | For |
| 4 | Elect Anantha P. Chandrakasan | Management | For | For |
| 5 | Elect Edward H. Frank | Management | For | For |
| 6 | Elect Laurie H. Glimcher | Management | For | For |
| 7 | Elect Karen M. Golz | Management | For | For |
| 8 | Elect Mercedes Johnson | Management | For | For |
| 9 | Elect Kenton J. Sicchitano | Management | For | For |
| 10 | Elect Ray Stata | Management | For | For |
| 11 | Elect Susie Wee | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| APPLE HOSPITALITY REIT, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: APLE Security ID: 03784Y200 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Glenn W. Bunting | Management | For | For |
| 1.2 | Elect Jon A. Fosheim | Management | For | For |
| 1.3 | Elect Kristian M. Gathright | Management | For | For |
| 1.4 | Elect Carolyn B. Handlon | Management | For | For |
| 1.5 | Elect Glade M. Knight | Management | For | For |
| 1.6 | Elect Justin G. Knight | Management | For | For |
| 1.7 | Elect Blythe J. McGarvie | Management | For | For |
| 1.8 | Elect L. Hugh Redd | Management | For | For |
| 1.9 | Elect Howard E. Woolley | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| APPLE INC. Meeting Date: MAR 10, 2023 Record Date: JAN 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AAPL Security ID: 037833100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect James A. Bell | Management | For | For |
| 2 | Elect Timothy D. Cook | Management | For | For |
| 3 | Elect Albert A. Gore | Management | For | For |
| 4 | Elect Alex Gorsky | Management | For | For |
| 5 | Elect Andrea Jung | Management | For | For |
| 6 | Elect Arthur D. Levinson | Management | For | For |
| 7 | Elect Monica C. Lozano | Management | For | For |
| 8 | Elect Ronald D. Sugar | Management | For | For |
| 9 | Elect Susan L. Wagner | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Against |
| 14 | Shareholder Proposal Regarding Report on Corporate Operations with China | Shareholder | Against | Against |
| 15 | Shareholder Proposal Regarding Shareholder Engagement with the Board | Shareholder | Against | For |
| 16 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | Shareholder | Against | For |
| 17 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | Shareholder | Against | Against |
| ARCHER-DANIELS-MIDLAND COMPANY Meeting Date: MAY 04, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ADM Security ID: 039483102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Michael S. Burke | Management | For | For |
| 2 | Elect Theodore Colbert | Management | For | For |
| 3 | Elect James C. Collins Jr. | Management | For | For |
| 4 | Elect Terrell K. Crews | Management | For | For |
| 5 | Elect Ellen de Brabander | Management | For | For |
| 6 | Elect Suzan F. Harrison | Management | For | For |
| 7 | Elect Juan R. Luciano | Management | For | For |
| 8 | Elect Patrick J. Moore | Management | For | For |
| 9 | Elect Debra A. Sandler | Management | For | For |
| 10 | Elect Lei Z. Schlitz | Management | For | For |
| 11 | Elect Kelvin R. Westbrook | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| ARISTA NETWORKS, INC. Meeting Date: JUN 14, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ANET Security ID: 040413106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Lewis Chew | Management | For | For |
| 1.2 | Elect Douglas Merritt | Management | For | For |
| 1.3 | Elect Mark B. Templeton | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | For |
| 3 | Ratification of Auditor | Management | For | For |
| AT&T INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: T Security ID: 00206R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Scott T. Ford | Management | For | For |
| 2 | Elect Glenn H. Hutchins | Management | For | For |
| 3 | Elect William E. Kennard | Management | For | For |
| 4 | Elect Stephen J. Luczo | Management | For | For |
| 5 | Elect Michael B. McCallister | Management | For | For |
| 6 | Elect Beth E. Mooney | Management | For | For |
| 7 | Elect Matthew K. Rose | Management | For | For |
| 8 | Elect John T. Stankey | Management | For | For |
| 9 | Elect Cindy B. Taylor | Management | For | For |
| 10 | Elect Luis A. Ubinas | Management | For | For |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Against |
| 15 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | For |
| ATKORE INC. Meeting Date: JAN 27, 2023 Record Date: NOV 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ATKR Security ID: 047649108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jeri L. Isbell | Management | For | For |
| 2 | Elect Wilbert W. James, Jr. | Management | For | For |
| 3 | Elect Betty R. Johnson | Management | For | For |
| 4 | Elect Justin A. Kershaw | Management | For | For |
| 5 | Elect Scott H. Muse | Management | For | For |
| 6 | Elect Michael V. Schrock | Management | For | For |
| 7 | Elect William R. VanArsdale | Management | Abstain | For |
| 8 | Elect William E. Waltz Jr. | Management | For | For |
| 9 | Elect A. Mark Zeffiro | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Ratification of Auditor | Management | For | For |
| AUTOMATIC DATA PROCESSING, INC. Meeting Date: NOV 09, 2022 Record Date: SEP 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ADP Security ID: 053015103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Peter E. Bisson | Management | For | For |
| 2 | Elect David V. Goeckeler | Management | For | For |
| 3 | Elect Linnie M. Haynesworth | Management | For | For |
| 4 | Elect John P. Jones | Management | For | For |
| 5 | Elect Francine S. Katsoudas | Management | For | For |
| 6 | Elect Nazzic S. Keene | Management | For | For |
| 7 | Elect Thomas J. Lynch | Management | For | For |
| 8 | Elect Scott F. Powers | Management | For | For |
| 9 | Elect William J. Ready | Management | For | Against |
| 10 | Elect Carlos A. Rodriguez | Management | For | For |
| 11 | Elect Sandra S. Wijnberg | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Amendment to the Employee Stock Purchase Plan | Management | For | For |
| AVANTAX, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AVTA Security ID: 095229100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Georganne C. Proctor | Management | For | For |
| 2 | Elect Mark A. Ernst | Management | For | For |
| 3 | Elect E. Carol Hayles | Management | For | For |
| 4 | Elect Kanayalal A. Kotecha | Management | For | For |
| 5 | Elect J. Richard Leaman III | Management | For | For |
| 6 | Elect Tina Perry | Management | For | For |
| 7 | Elect Karthik Rao | Management | For | For |
| 8 | Elect Jana R. Schreuder | Management | For | For |
| 9 | Elect Christopher W. Walters | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Amendment to the 2016 Employee Stock Purchase Plan | Management | For | For |
| 14 | Amendment to Allow Exculpation of Certain Officers | Management | For | For |
| AXCELIS TECHNOLOGIES, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ACLS Security ID: 054540208 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect CHIU Tzu-Yin | Management | For | Withhold |
| 1.2 | Elect Joseph P. Keithley | Management | For | For |
| 1.3 | Elect John T. Kurtzweil | Management | For | For |
| 1.4 | Elect Russell J. Low | Management | For | For |
| 1.5 | Elect Mary G. Puma | Management | For | For |
| 1.6 | Elect Jeanne Quirk | Management | For | For |
| 1.7 | Elect Thomas M. St. Dennis | Management | For | For |
| 1.8 | Elect Jorge Titinger | Management | For | For |
| 1.9 | Elect Dipti Vachani | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| BANK OF AMERICA CORPORATION Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BAC Security ID: 060505583 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Sharon L. Allen | Management | For | For |
| 2 | Elect Jose E. Almeida | Management | For | For |
| 3 | Elect Frank P. Bramble, Sr. | Management | For | For |
| 4 | Elect Pierre J. P. de Weck | Management | For | For |
| 5 | Elect Arnold W. Donald | Management | For | For |
| 6 | Elect Linda P. Hudson | Management | For | For |
| 7 | Elect Monica C. Lozano | Management | For | For |
| 8 | Elect Brian T. Moynihan | Management | For | For |
| 9 | Elect Lionel L. Nowell, III | Management | For | For |
| 10 | Elect Denise L. Ramos | Management | For | For |
| 11 | Elect Clayton S. Rose | Management | For | For |
| 12 | Elect Michael D. White | Management | For | For |
| 13 | Elect Thomas D. Woods | Management | For | For |
| 14 | Elect Maria T. Zuber | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | Against |
| 16 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 17 | Ratification of Auditor | Management | For | For |
| 18 | Amendment to the Bank of America Corporation Equity Plan | Management | For | For |
| 19 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 20 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Report on Absolute GHG Targets and Alignment with Paris Agreement | Shareholder | Against | Against |
| 22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | Shareholder | Against | Against |
| 23 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | Shareholder | Against | Against |
| 24 | Shareholder Proposal Regarding a Racial Equity Audit | Shareholder | Against | For |
| BATH & BODY WORKS, INC. Meeting Date: JUN 08, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BBWI Security ID: 070830104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Patricia S. Bellinger | Management | For | For |
| 2 | Elect Alessandro Bogliolo | Management | For | For |
| 3 | Elect Gina R. Boswell | Management | For | For |
| 4 | Elect Lucy Brady | Management | For | For |
| 5 | Elect Francis A. Hondal | Management | For | For |
| 6 | Elect Thomas J. Kuhn | Management | For | For |
| 7 | Elect Danielle M. Lee | Management | For | For |
| 8 | Elect Michael G. Morris | Management | For | For |
| 9 | Elect Sarah E. Nash | Management | For | For |
| 10 | Elect Juan Rajlin | Management | For | For |
| 11 | Elect Stephen D. Steinour | Management | For | For |
| 12 | Elect J.K. Symancyk | Management | For | For |
| 13 | Elect Steven E. Voskuil | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 17 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| BAXTER INTERNATIONAL INC. Meeting Date: MAY 02, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BAX Security ID: 071813109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jose E. Almeida | Management | For | For |
| 2 | Elect Michael F. Mahoney | Management | For | Against |
| 3 | Elect Patricia Morrison | Management | For | For |
| 4 | Elect Stephen N. Oesterle | Management | For | For |
| 5 | Elect Nancy M. Schlichting | Management | For | Against |
| 6 | Elect Brent Shafer | Management | For | For |
| 7 | Elect Catherine R. Smith | Management | For | For |
| 8 | Elect Amy M. Wendell | Management | For | Against |
| 9 | Elect David S. Wilkes | Management | For | For |
| 10 | Elect Peter M. Wilver | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| 15 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | Shareholder | Against | Against |
| BERKSHIRE HATHAWAY INC. Meeting Date: MAY 06, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BRKA Security ID: 084670702 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Warren E. Buffett | Management | For | Withhold |
| 1.2 | Elect Charles T. Munger | Management | For | Withhold |
| 1.3 | Elect Gregory E. Abel | Management | For | Withhold |
| 1.4 | Elect Howard G. Buffett | Management | For | Withhold |
| 1.5 | Elect Susan A. Buffett | Management | For | Withhold |
| 1.6 | Elect Stephen B. Burke | Management | For | For |
| 1.7 | Elect Kenneth I. Chenault | Management | For | For |
| 1.8 | Elect Christopher C. Davis | Management | For | For |
| 1.9 | Elect Susan L. Decker | Management | For | Withhold |
| 1.10 | Elect Charlotte Guyman | Management | For | For |
| 1.11 | Elect Ajit Jain | Management | For | Withhold |
| 1.12 | Elect Thomas S. Murphy, Jr. | Management | For | For |
| 1.13 | Elect Ronald L. Olson | Management | For | Withhold |
| 1.14 | Elect Wallace R. Weitz | Management | For | For |
| 1.15 | Elect Meryl B. Witmer | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | For |
| 3 | Frequency of Advisory Vote on Executive Compensation | Management | 3 Years | 1 Year |
| 4 | Shareholder Proposal Regarding Climate Report | Shareholder | Against | For |
| 5 | Shareholder Proposal Regarding Disclosure and Oversight of Climate Change Risks | Shareholder | Against | For |
| 6 | Shareholder Proposal Regarding Aligning GHG Reductions with Paris Agreement | Shareholder | Against | For |
| 7 | Shareholder Proposal Regarding Diversity and Inclusion Report | Shareholder | Against | For |
| 8 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 9 | Shareholder Proposal Regarding Public Positions on Political Speech | Shareholder | Against | Against |
| BIOGEN INC. Meeting Date: JUN 26, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BIIB Security ID: 09062X103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Alexander J. Denner | Management | For | For |
| 2 | Elect Caroline D. Dorsa | Management | For | For |
| 3 | Elect Maria C. Freire | Management | For | For |
| 4 | Elect William A. Hawkins | Management | For | For |
| 5 | Elect William D. Jones | Management | For | For |
| 6 | Elect Jesus B. Mantas | Management | For | For |
| 7 | Elect Richard C. Mulligan | Management | For | For |
| 8 | Elect Eric K. Rowinsky | Management | For | For |
| 9 | Elect Stephen A. Sherwin | Management | For | For |
| 10 | Elect Christopher A. Viehbacher | Management | For | For |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Elect Susan K. Langer | Management | For | For |
| BOISE CASCADE COMPANY Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BCC Security ID: 09739D100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Thomas Carlile | Management | For | For |
| 2 | Elect Steven Cooper | Management | For | For |
| 3 | Elect Craig Dawson | Management | For | For |
| 4 | Elect Karen Gowland | Management | For | For |
| 5 | Elect David Hannah | Management | For | For |
| 6 | Elect Mack Hogans | Management | For | For |
| 7 | Elect Amy Humphreys | Management | For | For |
| 8 | Elect Nate Jorgensen | Management | For | For |
| 9 | Elect Kristopher Matula | Management | For | For |
| 10 | Elect Duane McDougall | Management | For | For |
| 11 | Elect Christopher McGowan | Management | For | For |
| 12 | Elect Sue Taylor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| BOOKING HOLDINGS INC. Meeting Date: JUN 06, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BKNG Security ID: 09857L108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Glenn D. Fogel | Management | For | For |
| 1.2 | Elect Mirian M. Graddick-Weir | Management | For | For |
| 1.3 | Elect Wei Hopeman | Management | For | For |
| 1.4 | Elect Robert J. Mylod Jr. | Management | For | For |
| 1.5 | Elect Charles H. Noski | Management | For | For |
| 1.6 | Elect Joseph "Larry" Quinlan | Management | For | For |
| 1.7 | Elect Nicholas J. Read | Management | For | For |
| 1.8 | Elect Thomas E. Rothman | Management | For | For |
| 1.9 | Elect Sumit Singh | Management | For | For |
| 1.10 | Elect Lynn M. Vojvodich Radakovich | Management | For | For |
| 1.11 | Elect Vanessa A. Wittman | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | For |
| 3 | Ratification of Auditor | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 5 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| BORGWARNER INC. Meeting Date: APR 26, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BWA Security ID: 099724106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Sara A. Greenstein | Management | For | For |
| 2 | Elect Michael S. Hanley | Management | For | For |
| 3 | Elect Frederic B. Lissalde | Management | For | For |
| 4 | Elect Shaun E. McAlmont | Management | For | For |
| 5 | Elect Deborah D. McWhinney | Management | For | For |
| 6 | Elect Alexis P. Michas | Management | For | For |
| 7 | Elect Sailaja K. Shankar | Management | For | For |
| 8 | Elect Hau N. Thai-Tang | Management | For | For |
| 9 | Advisory Vote on Executive Compensation | Management | For | For |
| 10 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Approval of the 2023 Stock Incentive Plan | Management | For | Against |
| 13 | Shareholder Proposal Regarding Right to Call Special Meetings | Shareholder | Against | For |
| 14 | Shareholder Proposal Regarding Just Transition Reporting | Shareholder | Against | For |
| BOSTON SCIENTIFIC CORPORATION Meeting Date: MAY 04, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BSX Security ID: 101137107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Nelda J. Connors | Management | For | For |
| 2 | Elect Charles J. Dockendorff | Management | For | For |
| 3 | Elect Yoshiaki Fujimori | Management | For | For |
| 4 | Elect Edward J. Ludwig | Management | For | For |
| 5 | Elect Michael F. Mahoney | Management | For | For |
| 6 | Elect David J. Roux | Management | For | For |
| 7 | Elect John E. Sununu | Management | For | For |
| 8 | Elect David S. Wichmann | Management | For | For |
| 9 | Elect Ellen M. Zane | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | Against |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Ratification of Auditor | Management | For | For |
| BRISTOL-MYERS SQUIBB COMPANY Meeting Date: MAY 02, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BMY Security ID: 110122108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Peter J. Arduini | Management | For | For |
| 2 | Elect Deepak L. Bhatt | Management | For | For |
| 3 | Elect Giovanni Caforio | Management | For | For |
| 4 | Elect Julia A. Haller | Management | For | For |
| 5 | Elect Manuel Hidalgo Medina | Management | For | For |
| 6 | Elect Paula A. Price | Management | For | For |
| 7 | Elect Derica W. Rice | Management | For | For |
| 8 | Elect Theodore R. Samuels, II | Management | For | For |
| 9 | Elect Gerald Storch | Management | For | For |
| 10 | Elect Karen H. Vousden | Management | For | For |
| 11 | Elect Phyllis R. Yale | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 16 | Shareholder Proposal Regarding Non-Discrimination Audit | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Allowing Beneficial Owners to Call Special Meetings | Shareholder | Against | Against |
| BROADCOM INC. Meeting Date: APR 03, 2023 Record Date: FEB 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AVGO Security ID: Y0486S104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Diane M. Bryant | Management | For | For |
| 2 | Elect Gayla J. Delly | Management | For | For |
| 3 | Elect Raul J. Fernandez | Management | For | For |
| 4 | Elect Eddy W. Hartenstein | Management | For | For |
| 5 | Elect Check Kian Low | Management | For | For |
| 6 | Elect Justine F. Page | Management | For | For |
| 7 | Elect Henry S. Samueli | Management | For | For |
| 8 | Elect Hock E. Tan | Management | For | For |
| 9 | Elect Harry L. You | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Amendment to the 2012 Stock Incentive Plan | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| CAPITAL ONE FINANCIAL CORPORATION Meeting Date: MAY 04, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: COF Security ID: 14040H105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Richard D. Fairbank | Management | For | For |
| 2 | Elect Ime Archibong | Management | For | For |
| 3 | Elect Christine R. Detrick | Management | For | For |
| 4 | Elect Ann Fritz Hackett | Management | For | For |
| 5 | Elect Peter Thomas Killalea | Management | For | For |
| 6 | Elect Eli Leenaars | Management | For | For |
| 7 | Elect Francois Locoh-Donou | Management | For | For |
| 8 | Elect Peter E. Raskind | Management | For | For |
| 9 | Elect Eileen M. Serra | Management | For | For |
| 10 | Elect Mayo A. Shattuck III | Management | For | For |
| 11 | Elect Bradford H. Warner | Management | For | For |
| 12 | Elect Craig Anthony Williams | Management | For | For |
| 13 | Elimination of Supermajority Requirement | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Amendment to the 2004 Stock Incentive Plan | Management | For | For |
| 17 | Ratification of Auditor | Management | For | For |
| 18 | Shareholder Proposal Regarding Simple Majority Vote | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Disclosure of a Board Diversity and Skills Matrix | Shareholder | Against | Against |
| CARRIER GLOBAL CORPORATION Meeting Date: APR 20, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CARR Security ID: 14448C104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jean-Pierre Garnier | Management | For | For |
| 2 | Elect David L. Gitlin | Management | For | For |
| 3 | Elect John J. Greisch | Management | For | For |
| 4 | Elect Charles M. Holley, Jr. | Management | For | For |
| 5 | Elect Michael M. McNamara | Management | For | For |
| 6 | Elect Susan N. Story | Management | For | For |
| 7 | Elect Michael A. Todman | Management | For | For |
| 8 | Elect Virginia M. Wilson | Management | For | For |
| 9 | Elect Beth A. Wozniak | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| CATERPILLAR INC. Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CAT Security ID: 149123101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Kelly A. Ayotte | Management | For | For |
| 2 | Elect David L. Calhoun | Management | For | For |
| 3 | Elect Daniel M. Dickinson | Management | For | For |
| 4 | Elect James C. Fish, Jr. | Management | For | For |
| 5 | Elect Gerald Johnson | Management | For | For |
| 6 | Elect David W. MacLennan | Management | For | For |
| 7 | Elect Judith F. Marks | Management | For | For |
| 8 | Elect Debra L. Reed-Klages | Management | For | For |
| 9 | Elect Susan C. Schwab | Management | For | For |
| 10 | Elect D. James Umpleby III | Management | For | For |
| 11 | Elect Rayford Wilkins Jr. | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Approval of the 2023 Long-Term Incentive Plan | Management | For | Against |
| 16 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Report on Effectiveness of Due Diligence Process | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Against |
| CENTENE CORPORATION Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CNC Security ID: 15135B101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jessica L. Blume | Management | For | For |
| 2 | Elect Kenneth A. Burdick | Management | For | For |
| 3 | Elect Christopher J. Coughlin | Management | For | Against |
| 4 | Elect H. James Dallas | Management | For | For |
| 5 | Elect Wayne S. DeVeydt | Management | For | For |
| 6 | Elect Frederick H. Eppinger | Management | For | For |
| 7 | Elect Monte E. Ford | Management | For | For |
| 8 | Elect Sarah M. London | Management | For | For |
| 9 | Elect Lori J. Robinson | Management | For | For |
| 10 | Elect Theodore R. Samuels, II | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| 15 | Shareholder Proposal Regarding Report on Linking Executive Pay to Maternal Morbidity Metrics | Shareholder | Against | Against |
| CHEVRON CORPORATION Meeting Date: MAY 31, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CVX Security ID: 166764100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Wanda M. Austin | Management | For | For |
| 2 | Elect John B. Frank | Management | For | Against |
| 3 | Elect Alice P. Gast | Management | For | For |
| 4 | Elect Enrique Hernandez, Jr. | Management | For | For |
| 5 | Elect Marillyn A. Hewson | Management | For | For |
| 6 | Elect Jon M. Huntsman Jr. | Management | For | For |
| 7 | Elect Charles W. Moorman | Management | For | For |
| 8 | Elect Dambisa F. Moyo | Management | For | For |
| 9 | Elect Debra L. Reed-Klages | Management | For | For |
| 10 | Elect D. James Umpleby III | Management | For | For |
| 11 | Elect Cynthia J. Warner | Management | For | For |
| 12 | Elect Michael K. Wirth | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Shareholder Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Medium-Term Scope 3 Target | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Recalculated Emissions Baseline | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Just Transition Reporting | Shareholder | Against | For |
| 21 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Against |
| 22 | Shareholder Proposal Regarding Report on Tax Transparency | Shareholder | Against | For |
| 23 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| CHICO'S FAS, INC. Meeting Date: JUN 22, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHS Security ID: 168615102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Bonnie R. Brooks | Management | For | For |
| 2 | Elect Janice L. Fields | Management | For | For |
| 3 | Elect Deborah L. Kerr | Management | For | For |
| 4 | Elect Eli M. Kumekpor | Management | For | For |
| 5 | Elect Molly Langenstein | Management | For | For |
| 6 | Elect John J. Mahoney | Management | For | For |
| 7 | Elect Kevin Mansell | Management | For | For |
| 8 | Elect Kim Roy | Management | For | For |
| 9 | Elect David F. Walker | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Amendment to the 2020 Omnibus Stock and Incentive Plan | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| CHUBB LIMITED Meeting Date: MAY 17, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CB Security ID: H1467J104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accounts and Reports | Management | For | For |
| 2 | Allocation of Profits | Management | For | For |
| 3 | Dividends from Reserves | Management | For | For |
| 4 | Ratification of Board Acts | Management | For | For |
| 5 | Election of Statutory Auditors | Management | For | For |
| 6 | Ratification of Auditor | Management | For | For |
| 7 | Appointment of Special Auditor | Management | For | For |
| 8 | Elect Evan G. Greenberg | Management | For | For |
| 9 | Elect Michael P. Connors | Management | For | For |
| 10 | Elect Michael G. Atieh | Management | For | For |
| 11 | Elect Kathy Bonanno | Management | For | For |
| 12 | Elect Nancy K. Buese | Management | For | For |
| 13 | Elect Sheila P. Burke | Management | For | For |
| 14 | Elect Michael L. Corbat | Management | For | For |
| 15 | Elect Robert J. Hugin | Management | For | For |
| 16 | Elect Robert W. Scully | Management | For | For |
| 17 | Elect Theodore E. Shasta | Management | For | For |
| 18 | Elect David H. Sidwell | Management | For | For |
| 19 | Elect Olivier Steimer | Management | For | For |
| 20 | Elect Frances F. Townsend | Management | For | For |
| 21 | Elect Evan G. Greenberg as Chair | Management | For | For |
| 22 | Elect Michael P. Connors | Management | For | For |
| 23 | Elect David H. Sidwell | Management | For | For |
| 24 | Elect Frances F. Townsend | Management | For | For |
| 25 | Appointment of Independent Proxy (Switzerland) | Management | For | For |
| 26 | Amendments to Articles (Revision of Law) | Management | For | For |
| 27 | Amendment to Advance Notice Period | Management | For | Against |
| 28 | Cancellation of Shares | Management | For | For |
| 29 | Amendment to Par Value | Management | For | For |
| 30 | Board Compensation | Management | For | For |
| 31 | Executive Compensation (Binding) | Management | For | For |
| 32 | Compensation Report (Switzerland) | Management | For | For |
| 33 | Advisory Vote on Executive Compensation | Management | For | For |
| 34 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 35 | Shareholder Proposal Regarding Aligning GHG Reductions with Paris Agreement | Shareholder | Against | Against |
| 36 | Shareholder Proposal Regarding Human Rights Risks and Underwriting Process | Shareholder | Against | Against |
| 37 | Additional or Amended Proposals | Management | For | Against |
| CISCO SYSTEMS, INC. Meeting Date: DEC 08, 2022 Record Date: OCT 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CSCO Security ID: 17275R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect M. Michele Burns | Management | For | For |
| 2 | Elect Wesley G. Bush | Management | For | For |
| 3 | Elect Michael D. Capellas | Management | For | For |
| 4 | Elect Mark S. Garrett | Management | For | For |
| 5 | Elect John D. Harris II | Management | For | For |
| 6 | Elect Kristina M. Johnson | Management | For | For |
| 7 | Elect Roderick C. McGeary | Management | For | For |
| 8 | Elect Sarah Rae Murphy | Management | For | For |
| 9 | Elect Charles H. Robbins | Management | For | For |
| 10 | Elect Brenton L. Saunders | Management | For | Against |
| 11 | Elect Lisa T. Su | Management | For | For |
| 12 | Elect Marianna Tessel | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Report on Tax Transparency | Shareholder | Against | For |
| CITIGROUP INC. Meeting Date: APR 25, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: C Security ID: 172967424 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Ellen M. Costello | Management | For | For |
| 2 | Elect Grace E. Dailey | Management | For | For |
| 3 | Elect Barbara J. Desoer | Management | For | For |
| 4 | Elect John C. Dugan | Management | For | For |
| 5 | Elect Jane N. Fraser | Management | For | For |
| 6 | Elect Duncan P. Hennes | Management | For | For |
| 7 | Elect Peter B. Henry | Management | For | For |
| 8 | Elect S. Leslie Ireland | Management | For | For |
| 9 | Elect Renee J. James | Management | For | For |
| 10 | Elect Gary M. Reiner | Management | For | For |
| 11 | Elect Diana L. Taylor | Management | For | For |
| 12 | Elect James S. Turley | Management | For | For |
| 13 | Elect Casper W. von Koskull | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Amendment to the 2019 Stock Incentive Plan | Management | For | For |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 18 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Report on Human Rights Standards for Indigenous Peoples | Shareholder | Against | For |
| 21 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | Shareholder | Against | Against |
| COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CTSH Security ID: 192446102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Zein Abdalla | Management | For | For |
| 2 | Elect Vinita K. Bali | Management | For | For |
| 3 | Elect Eric Branderiz | Management | For | For |
| 4 | Elect Archana Deskus | Management | For | For |
| 5 | Elect John M. Dineen | Management | For | For |
| 6 | Elect Nella Domenici | Management | For | For |
| 7 | Elect Ravi Kumar Singisetti | Management | For | For |
| 8 | Elect Leo S. Mackay, Jr. | Management | For | For |
| 9 | Elect Michael Patsalos-Fox | Management | For | For |
| 10 | Elect Stephen J. Rohleder | Management | For | For |
| 11 | Elect Abraham Schot | Management | For | For |
| 12 | Elect Joseph M. Velli | Management | For | For |
| 13 | Elect Sandra S. Wijnberg | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Approval of the 2023 Incentive Award Plan | Management | For | Against |
| 17 | Amendment to the 2004 Employee Stock Purchase Plan | Management | For | For |
| 18 | Ratification of Auditor | Management | For | For |
| 19 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | Shareholder | Against | For |
| 20 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| COLGATE-PALMOLIVE COMPANY Meeting Date: MAY 12, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CL Security ID: 194162103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect John P. Bilbrey | Management | For | For |
| 2 | Elect John T. Cahill | Management | For | For |
| 3 | Elect Steve A. Cahillane | Management | For | For |
| 4 | Elect Lisa M. Edwards | Management | For | For |
| 5 | Elect C. Martin Harris | Management | For | For |
| 6 | Elect Martina Hund-Mejean | Management | For | For |
| 7 | Elect Kimberly A. Nelson | Management | For | For |
| 8 | Elect Lorrie M. Norrington | Management | For | For |
| 9 | Elect Michael B. Polk | Management | For | For |
| 10 | Elect Stephen I. Sadove | Management | For | For |
| 11 | Elect Noel R. Wallace | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 16 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | Shareholder | Against | Against |
| COMCAST CORPORATION Meeting Date: JUN 07, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CMCSA Security ID: 20030N101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Kenneth J. Bacon | Management | For | For |
| 1.2 | Elect Thomas J. Baltimore, Jr. | Management | For | Withhold |
| 1.3 | Elect Madeline S. Bell | Management | For | For |
| 1.4 | Elect Edward D. Breen | Management | For | For |
| 1.5 | Elect Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Jeffrey A. Honickman | Management | For | For |
| 1.7 | Elect Maritza Gomez Montiel | Management | For | For |
| 1.8 | Elect Asuka Nakahara | Management | For | For |
| 1.9 | Elect David C. Novak | Management | For | For |
| 1.10 | Elect Brian L. Roberts | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Approval of the 2023 Omnibus Equity Incentive Plan | Management | For | Against |
| 4 | Amendment to the 2002 Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote on Executive Compensation | Management | For | Against |
| 6 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 7 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Against |
| 8 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | Shareholder | Against | Against |
| 9 | Shareholder Proposal Regarding GHG Targets and Alignment with Paris Agreement | Shareholder | Against | Against |
| 10 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | Shareholder | Against | Against |
| 11 | Shareholder Proposal Regarding Report on Corporate Operations with China | Shareholder | Against | Against |
| CONOCOPHILLIPS Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: COP Security ID: 20825C104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Dennis Victor Arriola | Management | For | For |
| 2 | Elect Jody L. Freeman | Management | For | For |
| 3 | Elect Gay Huey Evans | Management | For | For |
| 4 | Elect Jeffrey A. Joerres | Management | For | For |
| 5 | Elect Ryan M. Lance | Management | For | For |
| 6 | Elect Timothy A. Leach | Management | For | For |
| 7 | Elect William H. McRaven | Management | For | For |
| 8 | Elect Sharmila Mulligan | Management | For | For |
| 9 | Elect Eric D. Mullins | Management | For | For |
| 10 | Elect Arjun N. Murti | Management | For | For |
| 11 | Elect Robert A. Niblock | Management | For | For |
| 12 | Elect David T. Seaton | Management | For | For |
| 13 | Elect R. A. Walker | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Frequency of Advisory Vote on Executive Compensation | Management | None | 1 Year |
| 17 | Permit Shareholders to Call Special Meetings | Management | For | For |
| 18 | Approval of the 2023 Omnibus Stock and Performance Incentive Plan | Management | For | Against |
| 19 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 20 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Report on Tax Transparency | Shareholder | Against | For |
| 22 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | Shareholder | Against | Against |
| CONSOL ENERGY INC. Meeting Date: APR 27, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CEIX Security ID: 20854L108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect William P. Powell | Management | For | For |
| 2 | Elect Valli Perera | Management | For | For |
| 3 | Elect James A. Brock | Management | For | For |
| 4 | Elect John T. Mills | Management | For | For |
| 5 | Elect Joseph P. Platt | Management | For | For |
| 6 | Elect Cassandra Pan | Management | For | For |
| 7 | Ratification of Auditor | Management | For | For |
| 8 | Advisory Vote on Executive Compensation | Management | For | For |
| CONSTELLATION BRANDS, INC. Meeting Date: NOV 09, 2022 Record Date: SEP 20, 2022 Meeting Type: SPECIAL | ||||
| Ticker: STZ Security ID: 21036P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Reclassification of Common Stock | Management | For | For |
| 2 | Right to Adjourn Meeting | Management | For | For |
| COSTCO WHOLESALE CORPORATION Meeting Date: JAN 19, 2023 Record Date: NOV 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: COST Security ID: 22160K105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Susan L. Decker | Management | For | For |
| 2 | Elect Kenneth D. Denman | Management | For | For |
| 3 | Elect Richard A. Galanti | Management | For | For |
| 4 | Elect Hamilton E. James | Management | For | For |
| 5 | Elect W. Craig Jelinek | Management | For | For |
| 6 | Elect Sally Jewell | Management | For | For |
| 7 | Elect Charles T. Munger | Management | For | Against |
| 8 | Elect Jeffrey S. Raikes | Management | For | For |
| 9 | Elect John W. Stanton | Management | For | For |
| 10 | Elect Ron M. Vachris | Management | For | For |
| 11 | Elect Mary Agnes Wilderotter | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | Shareholder | Against | Against |
| CVS HEALTH CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CVS Security ID: 126650100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Fernando Aguirre | Management | For | For |
| 2 | Elect Jeffrey R. Balser | Management | For | For |
| 3 | Elect C. David Brown II | Management | For | For |
| 4 | Elect Alecia A. DeCoudreaux | Management | For | For |
| 5 | Elect Nancy-Ann DeParle | Management | For | For |
| 6 | Elect Roger N. Farah | Management | For | For |
| 7 | Elect Anne M. Finucane | Management | For | For |
| 8 | Elect Edward J. Ludwig | Management | For | For |
| 9 | Elect Karen S. Lynch | Management | For | For |
| 10 | Elect Jean-Pierre Millon | Management | For | For |
| 11 | Elect Mary L. Schapiro | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Shareholder Proposal Regarding Paid Sick Leave | Shareholder | Against | For |
| 16 | Shareholder Proposal Regarding Right to Call Special Meetings | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | Shareholder | Against | For |
| 18 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | Shareholder | Against | Against |
| DANA INCORPORATED Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DAN Security ID: 235825205 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Ernesto M. Hernandez | Management | For | For |
| 1.2 | Elect Gary Hu | Management | For | For |
| 1.3 | Elect Brett M. Icahn | Management | For | For |
| 1.4 | Elect James K. Kamsickas | Management | For | For |
| 1.5 | Elect Virginia A. Kamsky | Management | For | For |
| 1.6 | Elect Bridget E. Karlin | Management | For | For |
| 1.7 | Elect Michael J. Mack, Jr. | Management | For | For |
| 1.8 | Elect R. Bruce McDonald | Management | For | For |
| 1.9 | Elect Diarmuid B. O'Connell | Management | For | For |
| 1.10 | Elect Keith E. Wandell | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | For |
| 3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 4 | Ratification of Auditor | Management | For | For |
| 5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| DANAHER CORPORATION Meeting Date: MAY 09, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DHR Security ID: 235851102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Rainer M. Blair | Management | For | For |
| 2 | Elect Feroz Dewan | Management | For | For |
| 3 | Elect Linda P. Hefner Filler | Management | For | For |
| 4 | Elect Teri L. List | Management | For | For |
| 5 | Elect Walter G. Lohr, Jr. | Management | For | For |
| 6 | Elect Jessica L. Mega | Management | For | For |
| 7 | Elect Mitchell P. Rales | Management | For | Against |
| 8 | Elect Steven M. Rales | Management | For | For |
| 9 | Elect Pardis C. Sabeti | Management | For | For |
| 10 | Elect A. Shane Sanders | Management | For | For |
| 11 | Elect John T. Schwieters | Management | For | For |
| 12 | Elect Alan G. Spoon | Management | For | For |
| 13 | Elect Raymond C. Stevens | Management | For | For |
| 14 | Elect Elias A. Zerhouni | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | For |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 18 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding Diversity and Inclusion Report | Shareholder | Against | Against |
| DEERE & COMPANY Meeting Date: FEB 22, 2023 Record Date: DEC 27, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DE Security ID: 244199105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Leanne G. Caret | Management | For | For |
| 2 | Elect Tamra A. Erwin | Management | For | For |
| 3 | Elect Alan C. Heuberger | Management | For | For |
| 4 | Elect Charles O. Holliday, Jr. | Management | For | For |
| 5 | Elect Michael O. Johanns | Management | For | For |
| 6 | Elect Clayton M. Jones | Management | For | For |
| 7 | Elect John C. May | Management | For | For |
| 8 | Elect Gregory R. Page | Management | For | For |
| 9 | Elect Sherry M. Smith | Management | For | For |
| 10 | Elect Dmitri L. Stockton | Management | For | For |
| 11 | Elect Sheila G. Talton | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | For |
| DEXCOM, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DXCM Security ID: 252131107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Steven R. Altman | Management | For | For |
| 2 | Elect Richard A. Collins | Management | For | For |
| 3 | Elect Karen M. Dahut | Management | For | For |
| 4 | Elect Mark G. Foletta | Management | For | For |
| 5 | Elect Barbara E. Kahn | Management | For | For |
| 6 | Elect Kyle Malady | Management | For | For |
| 7 | Elect Eric Topol | Management | For | For |
| 8 | Ratification of Auditor | Management | For | For |
| 9 | Advisory Vote on Executive Compensation | Management | For | For |
| 10 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 11 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | Shareholder | Against | For |
| DIAMONDROCK HOSPITALITY COMPANY Meeting Date: MAY 02, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DRH Security ID: 252784301 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect William W. McCarten | Management | For | For |
| 2 | Elect Mark W. Brugger | Management | For | For |
| 3 | Elect Timothy R. Chi | Management | For | For |
| 4 | Elect Michael A. Hartmeier | Management | For | For |
| 5 | Elect Kathleen A. Merrill | Management | For | For |
| 6 | Elect William J. Shaw | Management | For | For |
| 7 | Elect Bruce D. Wardinski | Management | For | For |
| 8 | Elect Tabassum Zalotrawala | Management | For | For |
| 9 | Advisory Vote on Executive Compensation | Management | For | For |
| 10 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 11 | Ratification of Auditor | Management | For | For |
| DTE ENERGY COMPANY Meeting Date: MAY 04, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DTE Security ID: 233331107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect David A. Brandon | Management | For | For |
| 1.2 | Elect Charles G. McClure, Jr. | Management | For | For |
| 1.3 | Elect Gail J. McGovern | Management | For | For |
| 1.4 | Elect Mark A. Murray | Management | For | For |
| 1.5 | Elect Gerardo Norcia | Management | For | For |
| 1.6 | Elect Robert C. Skaggs, Jr. | Management | For | For |
| 1.7 | Elect David A. Thomas | Management | For | For |
| 1.8 | Elect Gary Torgow | Management | For | For |
| 1.9 | Elect James H. Vandenberghe | Management | For | For |
| 1.10 | Elect Valerie M. Williams | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 5 | Bylaw Amendment Regarding Ownership Threshold for Shareholders to Call a Special Meeting | Management | For | For |
| 6 | Shareholder Proposal Regarding Right to Call Special Meetings | Shareholder | Against | Against |
| 7 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | Against |
| DUKE ENERGY CORPORATION Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DUK Security ID: 26441C204 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Derrick Burks | Management | For | For |
| 2 | Elect Annette K. Clayton | Management | For | For |
| 3 | Elect Theodore F. Craver, Jr. | Management | For | For |
| 4 | Elect Robert M. Davis | Management | For | For |
| 5 | Elect Caroline D. Dorsa | Management | For | Against |
| 6 | Elect W. Roy Dunbar | Management | For | Against |
| 7 | Elect Nicholas C. Fanandakis | Management | For | For |
| 8 | Elect Lynn J. Good | Management | For | For |
| 9 | Elect John T. Herron | Management | For | For |
| 10 | Elect Idalene F. Kesner | Management | For | For |
| 11 | Elect E. Marie McKee | Management | For | Against |
| 12 | Elect Michael J. Pacilio | Management | For | For |
| 13 | Elect Thomas E. Skains | Management | For | Against |
| 14 | Elect William E. Webster, Jr. | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | Against |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 18 | Approval of the 2023 Long-Term Incentive Plan | Management | For | Against |
| 19 | Shareholder Proposal Regarding Simple Majority Vote | Shareholder | None | For |
| 20 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | Shareholder | Against | Against |
| ELEVANCE HEALTH, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ELV Security ID: 036752103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Gail K. Boudreaux | Management | For | For |
| 2 | Elect R. Kerry Clark | Management | For | For |
| 3 | Elect Robert L. Dixon, Jr. | Management | For | For |
| 4 | Elect Deanna Strable-Soethout | Management | For | For |
| 5 | Advisory Vote on Executive Compensation | Management | For | For |
| 6 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 7 | Ratification of Auditor | Management | For | For |
| 8 | Shareholder Proposal Regarding Right to Call Special Meetings | Shareholder | Against | For |
| 9 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | Shareholder | Against | Against |
| ELI LILLY AND COMPANY Meeting Date: MAY 01, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LLY Security ID: 532457108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect William G. Kaelin, Jr. | Management | For | For |
| 2 | Elect David A. Ricks | Management | For | For |
| 3 | Elect Marschall S. Runge | Management | For | For |
| 4 | Elect Karen Walker | Management | For | For |
| 5 | Advisory Vote on Executive Compensation | Management | For | For |
| 6 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 7 | Ratification of Auditor | Management | For | For |
| 8 | Repeal of Classified Board | Management | For | For |
| 9 | Elimination of Supermajority Requirements | Management | For | For |
| 10 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| 11 | Shareholder Proposal Regarding Simple Majority Vote | Shareholder | Against | Against |
| 12 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | Shareholder | Against | Against |
| 13 | Shareholder Proposal Regarding Report on Company Response to State Policies Regulating Abortion | Shareholder | Against | Against |
| 14 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | Shareholder | Against | Against |
| 15 | Shareholder Proposal Regarding Diversity and Inclusion Report | Shareholder | Against | For |
| 16 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | Shareholder | Against | Against |
| EMERSON ELECTRIC CO. Meeting Date: FEB 07, 2023 Record Date: NOV 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EMR Security ID: 291011104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Martin S. Craighead | Management | For | For |
| 2 | Elect Gloria A. Flach | Management | For | For |
| 3 | Elect Mathew S. Levatich | Management | For | For |
| 4 | Ratification of Auditor | Management | For | For |
| 5 | Advisory Vote on Executive Compensation | Management | For | For |
| 6 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| ENCORE WIRE CORPORATION Meeting Date: MAY 02, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WIRE Security ID: 292562105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Daniel L. Jones | Management | For | For |
| 1.2 | Elect Gina A. Norris | Management | For | For |
| 1.3 | Elect William R. Thomas | Management | For | For |
| 1.4 | Elect W. Kelvin Walker | Management | For | For |
| 1.5 | Elect Scott D. Weaver | Management | For | For |
| 1.6 | Elect John H. Wilson | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | For |
| 3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 4 | Ratification of Auditor | Management | For | For |
| EQUINIX, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EQIX Security ID: 29444U700 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Nanci E. Caldwell | Management | For | For |
| 2 | Elect Adaire Fox-Martin | Management | For | For |
| 3 | Elect Ron Guerrier | Management | For | For |
| 4 | Elect Gary F. Hromadko | Management | For | For |
| 5 | Elect Charles Meyers | Management | For | For |
| 6 | Elect Thomas S. Olinger | Management | For | For |
| 7 | Elect Christopher B. Paisley | Management | For | For |
| 8 | Elect Jeetendra I. Patel | Management | For | Against |
| 9 | Elect Sandra Rivera | Management | For | For |
| 10 | Elect Fidelma Russo | Management | For | Against |
| 11 | Elect Peter F. Van Camp | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| EXELON CORPORATION Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EXC Security ID: 30161N101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Anthony K. Anderson | Management | For | For |
| 2 | Elect W. Paul Bowers | Management | For | For |
| 3 | Elect Calvin G. Butler, Jr. | Management | For | For |
| 4 | Elect Marjorie Rodgers Cheshire | Management | For | For |
| 5 | Elect Linda P. Jojo | Management | For | For |
| 6 | Elect Charisse Lillie | Management | For | For |
| 7 | Elect Matthew Rogers | Management | For | For |
| 8 | Elect John F. Young | Management | For | For |
| 9 | Ratification of Auditor | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | Against |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| EXPEDIA GROUP, INC. Meeting Date: MAY 31, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EXPE Security ID: 30212P303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Samuel Altman | Management | For | Withhold |
| 2 | Elect Beverly Anderson | Management | For | For |
| 3 | Elect M. Moina Banerjee | Management | For | For |
| 4 | Elect Chelsea Clinton | Management | For | For |
| 5 | Elect Barry Diller | Management | For | Withhold |
| 6 | Elect Henrique Dubugras | Management | For | For |
| 7 | Elect Craig A. Jacobson | Management | For | For |
| 8 | Elect Peter M. Kern | Management | For | Withhold |
| 9 | Elect Dara Khosrowshahi | Management | For | Withhold |
| 10 | Elect Patricia Menendez Cambo | Management | For | For |
| 11 | Elect Alexander von Furstenberg | Management | For | Withhold |
| 12 | Elect Julie Whalen | Management | For | Withhold |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Amendment to the 2005 Stock and Annual Incentive Plan | Management | For | For |
| 16 | Amendment to the 2013 Employee Stock Purchase Plan | Management | For | For |
| 17 | Ratification of Auditor | Management | For | For |
| EXXON MOBIL CORPORATION Meeting Date: MAY 31, 2023 Record Date: APR 05, 2023 Meeting Type: ANNUAL | ||||
| Ticker: XOM Security ID: 30231G102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Michael J. Angelakis | Management | For | For |
| 2 | Elect Susan K. Avery | Management | For | For |
| 3 | Elect Angela F. Braly | Management | For | For |
| 4 | Elect Gregory J. Goff | Management | For | For |
| 5 | Elect John D. Harris II | Management | For | For |
| 6 | Elect Kaisa H. Hietala | Management | For | For |
| 7 | Elect Joseph L. Hooley | Management | For | For |
| 8 | Elect Steven A. Kandarian | Management | For | For |
| 9 | Elect Alexander A. Karsner | Management | For | For |
| 10 | Elect Lawrence W. Kellner | Management | For | For |
| 11 | Elect Jeffrey W. Ubben | Management | For | For |
| 12 | Elect Darren W. Woods | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Methane Emission Disclosures | Shareholder | Against | For |
| 20 | Shareholder Proposal Regarding Medium-Term Scope 3 Target | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Report on Guyanese Operations | Shareholder | Against | For |
| 22 | Shareholder Proposal Regarding Recalculated Emissions Baseline | Shareholder | Against | For |
| 23 | Shareholder Proposal Regarding Audited Report on Asset Retirement Obligations | Shareholder | Against | For |
| 24 | Shareholder Proposal Regarding Addressing Virgin Plastic Demand | Shareholder | Against | Against |
| 25 | Shareholder Proposal Regarding Environmental Litigation | Shareholder | Against | Against |
| 26 | Shareholder Proposal Regarding Report on Tax Transparency | Shareholder | Against | For |
| 27 | Shareholder Proposal Regarding Just Transition Reporting | Shareholder | Against | For |
| 28 | Shareholder Proposal Regarding Report on Exploration and Production in the Arctic Refuge | Shareholder | Against | Abstain |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FIS Security ID: 31620M106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Lee Adrean | Management | For | For |
| 2 | Elect Ellen R. Alemany | Management | For | For |
| 3 | Elect Mark D. Benjamin | Management | For | For |
| 4 | Elect Vijay D'Silva | Management | For | For |
| 5 | Elect Stephanie L. Ferris | Management | For | For |
| 6 | Elect Jeffrey A. Goldstein | Management | For | For |
| 7 | Elect Lisa Hook | Management | For | For |
| 8 | Elect Kenneth T. Lamneck | Management | For | For |
| 9 | Elect Gary L. Lauer | Management | For | For |
| 10 | Elect Louise M. Parent | Management | For | For |
| 11 | Elect Brian T. Shea | Management | For | For |
| 12 | Elect James B. Stallings, Jr. | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| FIRST SOLAR, INC. Meeting Date: MAY 09, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FSLR Security ID: 336433107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Michael J. Ahearn | Management | For | For |
| 2 | Elect Richard D. Chapman | Management | For | For |
| 3 | Elect Anita Marangoly George | Management | For | For |
| 4 | Elect George A. Hambro | Management | For | For |
| 5 | Elect Molly E. Joseph | Management | For | For |
| 6 | Elect Craig Kennedy | Management | For | For |
| 7 | Elect Lisa A. Kro | Management | For | For |
| 8 | Elect William J. Post | Management | For | For |
| 9 | Elect Paul H. Stebbins | Management | For | For |
| 10 | Elect Michael T. Sweeney | Management | For | For |
| 11 | Elect Mark Widmar | Management | For | For |
| 12 | Elect Norman L. Wright | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| FORD MOTOR COMPANY Meeting Date: MAY 11, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: F Security ID: 345370860 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Kimberly A. Casiano | Management | For | For |
| 2 | Elect Alexandra Ford English | Management | For | Against |
| 3 | Elect James D. Farley, Jr. | Management | For | Against |
| 4 | Elect Henry Ford III | Management | For | Against |
| 5 | Elect William Clay Ford, Jr. | Management | For | Against |
| 6 | Elect William W. Helman IV | Management | For | For |
| 7 | Elect Jon M. Huntsman, Jr. | Management | For | Against |
| 8 | Elect William E. Kennard | Management | For | For |
| 9 | Elect John C. May | Management | For | For |
| 10 | Elect Beth E. Mooney | Management | For | For |
| 11 | Elect Lynn M. Vojvodich Radakovich | Management | For | For |
| 12 | Elect John L. Thornton | Management | For | Against |
| 13 | Elect John B. Veihmeyer | Management | For | For |
| 14 | Elect John S. Weinberg | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | For |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 18 | Approval of the 2023 Long-Term Incentive Plan | Management | For | Against |
| 19 | Shareholder Proposal Regarding Recapitalization | Shareholder | Against | For |
| 20 | Shareholder Proposal Regarding Child Labor Linked To Electric Vehicles | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Transparency and Minimization of Animal Testing | Shareholder | Against | Against |
| GENERAL DYNAMICS CORPORATION Meeting Date: MAY 03, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GD Security ID: 369550108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Richard D. Clarke | Management | For | For |
| 2 | Elect James S. Crown | Management | For | For |
| 3 | Elect Rudy F. deLeon | Management | For | For |
| 4 | Elect Cecil D. Haney | Management | For | For |
| 5 | Elect Mark M. Malcolm | Management | For | For |
| 6 | Elect James N. Mattis | Management | For | For |
| 7 | Elect Phebe N. Novakovic | Management | For | For |
| 8 | Elect C. Howard Nye | Management | For | For |
| 9 | Elect Catherine B. Reynolds | Management | For | For |
| 10 | Elect Laura J. Schumacher | Management | For | For |
| 11 | Elect Robert K. Steel | Management | For | For |
| 12 | Elect John G. Stratton | Management | For | Against |
| 13 | Elect Peter A. Wall | Management | For | For |
| 14 | Amendment to Articles Limiting the Liability of Certain Officers | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | Against |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 18 | Shareholder Proposal Regarding Report on Human Rights Impact Assessments | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| GENERAL ELECTRIC COMPANY Meeting Date: MAY 03, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GE Security ID: 369604301 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Stephen F. Angel | Management | For | For |
| 2 | Elect Sebastien Bazin | Management | For | Against |
| 3 | Elect H. Lawrence Culp, Jr. | Management | For | For |
| 4 | Elect Edward Garden | Management | For | Against |
| 5 | Elect Isabella D. Goren | Management | For | For |
| 6 | Elect Thomas Horton | Management | For | For |
| 7 | Elect Catherine Lesjak | Management | For | For |
| 8 | Elect Darren W. McDew | Management | For | For |
| 9 | Elect Paula Rosput Reynolds | Management | For | For |
| 10 | Elect Jessica Uhl | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 15 | Shareholder Proposal Regarding Sale of Company | Shareholder | Against | Against |
| 16 | Shareholder Proposal Regarding Audited Report of Net Zero 2050 Goal | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Audited Report on Net Zero Emissions by 2050 Scenario Analysis | Shareholder | Against | Against |
| GENERAL MOTORS COMPANY Meeting Date: JUN 20, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GM Security ID: 37045V100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Mary T. Barra | Management | For | For |
| 2 | Elect Aneel Bhusri | Management | For | For |
| 3 | Elect Wesley G. Bush | Management | For | For |
| 4 | Elect Joanne C. Crevoiserat | Management | For | For |
| 5 | Elect Linda R. Gooden | Management | For | For |
| 6 | Elect Joseph Jimenez | Management | For | For |
| 7 | Elect Jonathan McNeill | Management | For | For |
| 8 | Elect Judith A. Miscik | Management | For | For |
| 9 | Elect Patricia F. Russo | Management | For | For |
| 10 | Elect Thomas M. Schoewe | Management | For | For |
| 11 | Elect Mark A. Tatum | Management | For | For |
| 12 | Elect Jan E. Tighe | Management | For | For |
| 13 | Elect Devin N. Wenig | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | Against |
| 16 | Amendment to the 2020 Long-Term Incentive Plan | Management | For | For |
| 17 | Shareholder Proposal Regarding Report on Corporate Operations with China | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Right to Act by Written Consent | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Procurement Targets for Sustainable Materials in Supply Chain | Shareholder | Against | Against |
| GILEAD SCIENCES, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GILD Security ID: 375558103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jacqueline K. Barton | Management | For | For |
| 2 | Elect Jeffrey A. Bluestone | Management | For | For |
| 3 | Elect Sandra J. Horning | Management | For | For |
| 4 | Elect Kelly A. Kramer | Management | For | For |
| 5 | Elect Kevin E. Lofton | Management | For | For |
| 6 | Elect Harish Manwani | Management | For | For |
| 7 | Elect Daniel P. O'Day | Management | For | For |
| 8 | Elect Javier J. Rodriguez | Management | For | For |
| 9 | Elect Anthony Welters | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Amendment to the Employee Stock Purchase Plan | Management | For | For |
| 14 | Shareholder Proposal Regarding Multiple Board Nominees | Shareholder | Against | Against |
| 15 | Shareholder Proposal Regarding Allowing Beneficial Owners to Call Special Meetings | Shareholder | Against | Against |
| 16 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | Shareholder | Against | Against |
| HALLIBURTON COMPANY Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HAL Security ID: 406216101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Abdulaziz F. Alkhayyal | Management | For | For |
| 2 | Elect William E. Albrecht | Management | For | For |
| 3 | Elect M. Katherine Banks | Management | For | For |
| 4 | Elect Alan M. Bennett | Management | For | For |
| 5 | Elect Milton Carroll | Management | For | For |
| 6 | Elect Earl M. Cummings | Management | For | For |
| 7 | Elect Murry S. Gerber | Management | For | For |
| 8 | Elect Robert A. Malone | Management | For | For |
| 9 | Elect Jeffrey A. Miller | Management | For | For |
| 10 | Elect Bhavesh V. Patel | Management | For | For |
| 11 | Elect Maurice Smith | Management | For | For |
| 12 | Elect Janet L. Weiss | Management | For | For |
| 13 | Elect Tobi M. Edwards Young | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 17 | Amendment to Article Regarding Officer Exculpation | Management | For | For |
| 18 | Amendments to the Certificate of Incorporation | Management | For | For |
| HEWLETT PACKARD ENTERPRISE COMPANY Meeting Date: APR 05, 2023 Record Date: FEB 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HPE Security ID: 42824C109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Daniel Ammann | Management | For | For |
| 2 | Elect Pamela L. Carter | Management | For | For |
| 3 | Elect Frank A. D'Amelio | Management | For | For |
| 4 | Elect Regina E. Dugan | Management | For | For |
| 5 | Elect Jean M. Hobby | Management | For | For |
| 6 | Elect Raymond J. Lane | Management | For | For |
| 7 | Elect Ann M. Livermore | Management | For | For |
| 8 | Elect Antonio F. Neri | Management | For | For |
| 9 | Elect Charles H. Noski | Management | For | For |
| 10 | Elect Raymond E. Ozzie | Management | For | For |
| 11 | Elect Gary M. Reiner | Management | For | For |
| 12 | Elect Patricia F. Russo | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Amendment to the 2021 Stock Incentive Plan | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| HILTON WORLDWIDE HOLDINGS INC. Meeting Date: MAY 18, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HLT Security ID: 43300A203 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Christopher J. Nassetta | Management | For | For |
| 2 | Elect Jonathan D. Gray | Management | For | Against |
| 3 | Elect Charlene T. Begley | Management | For | For |
| 4 | Elect Chris Carr | Management | For | For |
| 5 | Elect Melanie L. Healey | Management | For | For |
| 6 | Elect Raymond E. Mabus, Jr. | Management | For | For |
| 7 | Elect Judith A. McHale | Management | For | For |
| 8 | Elect Elizabeth A. Smith | Management | For | For |
| 9 | Elect Douglas M. Steenland | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| HONEYWELL INTERNATIONAL INC. Meeting Date: MAY 19, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HON Security ID: 438516106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Darius Adamczyk | Management | For | For |
| 2 | Elect Duncan B. Angove | Management | For | For |
| 3 | Elect William S. Ayer | Management | For | For |
| 4 | Elect Kevin Burke | Management | For | For |
| 5 | Elect D. Scott Davis | Management | For | For |
| 6 | Elect Deborah Flint | Management | For | For |
| 7 | Elect Vimal Kapur | Management | For | For |
| 8 | Elect Rose Lee | Management | For | For |
| 9 | Elect Grace D. Lieblein | Management | For | For |
| 10 | Elect Robin L. Washington | Management | For | For |
| 11 | Elect Robin Watson | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 16 | Shareholder Proposal Regarding Environmental and Health Impact Report | Shareholder | Against | Against |
| HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY Meeting Date: FEB 24, 2023 Record Date: JAN 20, 2023 Meeting Type: SPECIAL | ||||
| Ticker: HZNP Security ID: G46188111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Scheme of Arrangement | Management | For | For |
| HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY Meeting Date: FEB 24, 2023 Record Date: JAN 20, 2023 Meeting Type: SPECIAL | ||||
| Ticker: HZNP Security ID: G46188101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Scheme of Arrangement | Management | For | For |
| 2 | Amendment of Articles of Association | Management | For | For |
| 3 | Advisory Vote on Golden Parachutes | Management | For | For |
| 4 | Right to Adjourn Meeting | Management | For | For |
| HOWMET AEROSPACE, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HWM Security ID: 443201108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect James F. Albaugh | Management | For | For |
| 2 | Elect Amy E. Alving | Management | For | For |
| 3 | Elect Sharon Barner | Management | For | For |
| 4 | Elect Joseph S. Cantie | Management | For | For |
| 5 | Elect Robert F. Leduc | Management | For | For |
| 6 | Elect David J. Miller | Management | For | For |
| 7 | Elect Jody G. Miller | Management | For | For |
| 8 | Elect John C. Plant | Management | For | Against |
| 9 | Elect Ulrich R. Schmidt | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Shareholder Proposal Regarding Right to Call Special Meetings | Shareholder | Against | For |
| HUBBELL INCORPORATED Meeting Date: MAY 02, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HUBB Security ID: 443510607 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Gerben W. Bakker | Management | For | For |
| 1.2 | Elect Carlos M. Cardoso | Management | For | For |
| 1.3 | Elect Anthony J. Guzzi | Management | For | For |
| 1.4 | Elect Rhett A. Hernandez | Management | For | For |
| 1.5 | Elect Neal J. Keating | Management | For | For |
| 1.6 | Elect Bonnie C. Lind | Management | For | For |
| 1.7 | Elect John F. Malloy | Management | For | For |
| 1.8 | Elect Jennifer M. Pollino | Management | For | For |
| 1.9 | Elect John G. Russell | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | For |
| 3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 4 | Ratification of Auditor | Management | For | For |
| HUDSON PACIFIC PROPERTIES, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HPP Security ID: 444097109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Victor J. Coleman | Management | For | For |
| 2 | Elect Theodore R. Antenucci | Management | For | For |
| 3 | Elect Karen Brodkin | Management | For | For |
| 4 | Elect Ebs Burnough | Management | For | For |
| 5 | Elect Richard B. Fried | Management | For | For |
| 6 | Elect Jonathan M. Glaser | Management | For | For |
| 7 | Elect Christy Haubegger | Management | For | For |
| 8 | Elect Mark D. Linehan | Management | For | For |
| 9 | Elect Barry A. Sholem | Management | For | For |
| 10 | Elect Andrea L. Wong | Management | For | For |
| 11 | Amendment to the 2010 Incentive Award Plan | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| HUMANA INC. Meeting Date: APR 20, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HUM Security ID: 444859102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Raquel C. Bono | Management | For | For |
| 2 | Elect Bruce Broussard | Management | For | For |
| 3 | Elect Frank A. D'Amelio | Management | For | For |
| 4 | Elect David T. Feinberg | Management | For | For |
| 5 | Elect Wayne A.I. Frederick | Management | For | For |
| 6 | Elect John W. Garratt | Management | For | For |
| 7 | Elect Kurt J. Hilzinger | Management | For | For |
| 8 | Elect Karen W. Katz | Management | For | For |
| 9 | Elect Marcy S. Klevorn | Management | For | For |
| 10 | Elect William J. McDonald | Management | For | For |
| 11 | Elect Jorge S. Mesquita | Management | For | For |
| 12 | Elect Brad D. Smith | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| INTERNATIONAL BUSINESS MACHINES CORPORATION Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IBM Security ID: 459200101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Thomas Buberl | Management | For | For |
| 2 | Elect David N. Farr | Management | For | For |
| 3 | Elect Alex Gorsky | Management | For | For |
| 4 | Elect Michelle Howard | Management | For | For |
| 5 | Elect Arvind Krishna | Management | For | For |
| 6 | Elect Andrew N. Liveris | Management | For | For |
| 7 | Elect F. William McNabb, III | Management | For | For |
| 8 | Elect Martha E. Pollack | Management | For | For |
| 9 | Elect Joseph R. Swedish | Management | For | For |
| 10 | Elect Peter R. Voser | Management | For | For |
| 11 | Elect Frederick H. Waddell | Management | For | For |
| 12 | Elect Alfred W. Zollar | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | Against |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 17 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| 18 | Shareholder Proposal Regarding Report on Corporate Operations with China | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Report on Effectiveness of Workplace Sexual Harassment and Discrimination Policies | Shareholder | Against | For |
| ISTAR INC. Meeting Date: MAR 09, 2023 Record Date: JAN 27, 2023 Meeting Type: SPECIAL | ||||
| Ticker: STAR Security ID: 45031U101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Merger/Acquisition (Safehold) | Management | For | For |
| 2 | Issuance of Common Stock for the Merger | Management | For | For |
| 3 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 4 | Right to Adjourn Meeting | Management | For | For |
| JOHNSON & JOHNSON Meeting Date: APR 27, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: JNJ Security ID: 478160104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Darius Adamczyk | Management | For | For |
| 2 | Elect Mary C. Beckerle | Management | For | For |
| 3 | Elect D. Scott Davis | Management | For | For |
| 4 | Elect Jennifer A. Doudna | Management | For | For |
| 5 | Elect Joaquin Duato | Management | For | For |
| 6 | Elect Marillyn A. Hewson | Management | For | For |
| 7 | Elect Paula A. Johnson | Management | For | For |
| 8 | Elect Hubert Joly | Management | For | For |
| 9 | Elect Mark B. McClellan | Management | For | For |
| 10 | Elect Anne Mulcahy | Management | For | For |
| 11 | Elect Mark A. Weinberger | Management | For | For |
| 12 | Elect Nadja Y. West | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Shareholder Proposal Regarding Adoption of Mandatory Arbitration Bylaw | Shareholder | Against | Abstain |
| 17 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | Shareholder | Against | Against |
| 18 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | Shareholder | Against | Against |
| JPMORGAN CHASE & CO. Meeting Date: MAY 16, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: JPM Security ID: 46625H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Linda B. Bammann | Management | For | Against |
| 2 | Elect Stephen B. Burke | Management | For | Against |
| 3 | Elect Todd A. Combs | Management | For | Against |
| 4 | Elect James S. Crown | Management | For | For |
| 5 | Elect Alicia Boler Davis | Management | For | For |
| 6 | Elect James Dimon | Management | For | For |
| 7 | Elect Timothy P. Flynn | Management | For | For |
| 8 | Elect Alex Gorsky | Management | For | For |
| 9 | Elect Mellody Hobson | Management | For | Against |
| 10 | Elect Michael A. Neal | Management | For | For |
| 11 | Elect Phebe N. Novakovic | Management | For | For |
| 12 | Elect Virginia M. Rometty | Management | For | Against |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 17 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Revision of Committee Charter to Include Oversight of Animal Welfare | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Right to Call Special Meetings by Beneficial Owners | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | Shareholder | Against | Against |
| 22 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | Shareholder | Against | Against |
| 23 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | Shareholder | Against | Against |
| LATTICE SEMICONDUCTOR CORPORATION Meeting Date: MAY 05, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LSCC Security ID: 518415104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect James R. Anderson | Management | For | For |
| 2 | Elect Robin A. Abrams | Management | For | For |
| 3 | Elect Douglas Bettinger | Management | For | For |
| 4 | Elect Mark E. Jensen | Management | For | For |
| 5 | Elect James P. Lederer | Management | For | For |
| 6 | Elect David Jeffrey Richardson | Management | For | For |
| 7 | Elect Elizabeth M. Schwarting | Management | For | For |
| 8 | Elect Raejeanne Skillern | Management | For | For |
| 9 | Ratification of Auditor | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Approval of the 2023 Equity Incentive Plan | Management | For | Against |
| LKQ CORPORATION Meeting Date: MAY 09, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LKQ Security ID: 501889208 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Patrick Berard | Management | For | For |
| 2 | Elect Meg A. Divitto | Management | For | For |
| 3 | Elect Joseph M. Holsten | Management | For | For |
| 4 | Elect Blythe J. McGarvie | Management | For | For |
| 5 | Elect John W. Mendel | Management | For | For |
| 6 | Elect Jody G. Miller | Management | For | For |
| 7 | Elect Guhan Subramanian | Management | For | For |
| 8 | Elect Xavier Urbain | Management | For | For |
| 9 | Elect Dominick P. Zarcone | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| LOCKHEED MARTIN CORPORATION Meeting Date: APR 27, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LMT Security ID: 539830109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Daniel F. Akerson | Management | For | For |
| 2 | Elect David B. Burritt | Management | For | For |
| 3 | Elect Bruce A. Carlson | Management | For | For |
| 4 | Elect John Donovan | Management | For | For |
| 5 | Elect Joseph Dunford Jr. | Management | For | For |
| 6 | Elect James O. Ellis, Jr. | Management | For | For |
| 7 | Elect Thomas J. Falk | Management | For | For |
| 8 | Elect Ilene S. Gordon | Management | For | For |
| 9 | Elect Vicki A. Hollub | Management | For | For |
| 10 | Elect Jeh C. Johnson | Management | For | For |
| 11 | Elect Debra L. Reed-Klages | Management | For | For |
| 12 | Elect James D. Taiclet | Management | For | For |
| 13 | Elect Patricia E. Yarrington | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| 17 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 18 | Shareholder Proposal Regarding Report on Human Rights Impact Assessments | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | Shareholder | Against | For |
| LOWE'S COMPANIES, INC. Meeting Date: MAY 26, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LOW Security ID: 548661107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Raul Alvarez | Management | For | For |
| 1.2 | Elect David H. Batchelder | Management | For | For |
| 1.3 | Elect Scott H. Baxter | Management | For | For |
| 1.4 | Elect Sandra B. Cochran | Management | For | For |
| 1.5 | Elect Laurie Z. Douglas | Management | For | For |
| 1.6 | Elect Richard W. Dreiling | Management | For | For |
| 1.7 | Elect Marvin R. Ellison | Management | For | For |
| 1.8 | Elect Daniel J. Heinrich | Management | For | For |
| 1.9 | Elect Brian C. Rogers | Management | For | For |
| 1.10 | Elect Bertram L. Scott | Management | For | For |
| 1.11 | Elect Colleen Taylor | Management | For | For |
| 1.12 | Elect Mary Elizabeth West | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | For |
| 3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 4 | Ratification of Auditor | Management | For | For |
| 5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| LPL FINANCIAL HOLDINGS INC. Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LPLA Security ID: 50212V100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Dan H. Arnold | Management | For | For |
| 2 | Elect Edward C. Bernard | Management | For | For |
| 3 | Elect H. Paulett Eberhart | Management | For | For |
| 4 | Elect William F. Glavin, Jr. | Management | For | For |
| 5 | Elect Albert J. Ko | Management | For | For |
| 6 | Elect Allison Mnookin | Management | For | For |
| 7 | Elect Anne Mulcahy | Management | For | For |
| 8 | Elect James S. Putnam | Management | For | For |
| 9 | Elect Richard P. Schifter | Management | For | For |
| 10 | Elect Corey Thomas | Management | For | For |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| LYONDELLBASELL INDUSTRIES N.V. Meeting Date: MAY 19, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LYB Security ID: N53745100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jacques Aigrain | Management | For | For |
| 2 | Elect Lincoln Benet | Management | For | For |
| 3 | Elect Robin Buchanan | Management | For | For |
| 4 | Elect Anthony R. Chase | Management | For | For |
| 5 | Elect Robert W. Dudley | Management | For | For |
| 6 | Elect Claire S. Farley | Management | For | For |
| 7 | Elect Rita Griffin | Management | For | For |
| 8 | Elect Michael S. Hanley | Management | For | For |
| 9 | Elect Virginia A. Kamsky | Management | For | For |
| 10 | Elect Albert Manifold | Management | For | For |
| 11 | Elect Peter Vanacker | Management | For | For |
| 12 | Ratification of Board Acts | Management | For | For |
| 13 | Accounts and Reports | Management | For | For |
| 14 | Appointment of Dutch Statutory Auditor | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | For |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 18 | Authority to Repurchase Shares | Management | For | For |
| 19 | Cancellation of Shares | Management | For | For |
| MARATHON PETROLEUM CORPORATION Meeting Date: APR 26, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MPC Security ID: 56585A102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect J. Michael Stice | Management | For | For |
| 2 | Elect John P. Surma | Management | For | For |
| 3 | Elect Susan Tomasky | Management | For | For |
| 4 | Elect Toni Townes-Whitley | Management | For | For |
| 5 | Ratification of Auditor | Management | For | For |
| 6 | Advisory Vote on Executive Compensation | Management | For | For |
| 7 | Repeal of Classified Board | Management | For | For |
| 8 | Elimination of Supermajority Requirement | Management | For | For |
| 9 | Change in Maximum Board Size | Management | For | For |
| 10 | Shareholder Proposal Regarding Simple Majority Vote | Shareholder | Against | Against |
| 11 | Shareholder Proposal Regarding Amendment to Clawback Policy | Shareholder | Against | For |
| 12 | Shareholder Proposal Regarding Just Transition Reporting | Shareholder | Against | Against |
| 13 | Shareholder Proposal Regarding Audited Report on Asset Retirement Obligations | Shareholder | Against | For |
| MARKETAXESS HOLDINGS INC. Meeting Date: JUN 07, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MKTX Security ID: 57060D108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Richard M. McVey | Management | For | For |
| 2 | Elect Christopher R. Concannon | Management | For | For |
| 3 | Elect Nancy A. Altobello | Management | For | For |
| 4 | Elect Steven Begleiter | Management | For | For |
| 5 | Elect Stephen P. Casper | Management | For | For |
| 6 | Elect Jane P. Chwick | Management | For | For |
| 7 | Elect William F. Cruger, Jr. | Management | For | For |
| 8 | Elect Kourtney Gibson | Management | For | For |
| 9 | Elect Richard G. Ketchum | Management | For | For |
| 10 | Elect Emily H. Portney | Management | For | For |
| 11 | Elect Richard L. Prager | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| MARRIOTT INTERNATIONAL, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MAR Security ID: 571903202 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Anthony G. Capuano | Management | For | For |
| 2 | Elect Isabella D. Goren | Management | For | For |
| 3 | Elect Deborah Marriott Harrison | Management | For | For |
| 4 | Elect Frederick A. Henderson | Management | For | For |
| 5 | Elect Eric Hippeau | Management | For | For |
| 6 | Elect Lauren R. Hobart | Management | For | For |
| 7 | Elect Debra L. Lee | Management | For | For |
| 8 | Elect Aylwin B. Lewis | Management | For | For |
| 9 | Elect David S. Marriott | Management | For | For |
| 10 | Elect Margaret M. McCarthy | Management | For | For |
| 11 | Elect Grant F. Reid | Management | For | For |
| 12 | Elect Horacio D. Rozanski | Management | For | For |
| 13 | Elect Susan C. Schwab | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 17 | Approval of the 2023 Stock and Cash Incentive Plan | Management | For | Against |
| 18 | Shareholder Proposal Regarding Transparency Report on Congruency of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | Shareholder | Against | For |
| MASTERCARD INCORPORATED Meeting Date: JUN 27, 2023 Record Date: APR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MA Security ID: 57636Q104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Merit E. Janow | Management | For | For |
| 2 | Elect Candido Botelho Bracher | Management | For | For |
| 3 | Elect Richard K. Davis | Management | For | For |
| 4 | Elect Julius Genachowski | Management | For | For |
| 5 | Elect Choon Phong Goh | Management | For | For |
| 6 | Elect Oki Matsumoto | Management | For | For |
| 7 | Elect Michael Miebach | Management | For | For |
| 8 | Elect Youngme E. Moon | Management | For | For |
| 9 | Elect Rima Qureshi | Management | For | For |
| 10 | Elect Gabrielle Sulzberger | Management | For | For |
| 11 | Elect Harit Talwar | Management | For | For |
| 12 | Elect Lance Uggla | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Approval of the Employee Stock Purchase Plan | Management | For | For |
| 16 | Ratification of Auditor | Management | For | For |
| 17 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Report on Oversight of Merchant Category Codes | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | Shareholder | Against | For |
| 21 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | Shareholder | Against | Against |
| MCDONALD'S CORPORATION Meeting Date: MAY 25, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MCD Security ID: 580135101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Anthony G. Capuano | Management | For | For |
| 2 | Elect Kareem Daniel | Management | For | For |
| 3 | Elect Lloyd H. Dean | Management | For | For |
| 4 | Elect Catherine Engelbert | Management | For | For |
| 5 | Elect Margaret H. Georgiadis | Management | For | For |
| 6 | Elect Enrique Hernandez, Jr. | Management | For | For |
| 7 | Elect Christopher Kempczinski | Management | For | For |
| 8 | Elect Richard H. Lenny | Management | For | For |
| 9 | Elect John Mulligan | Management | For | For |
| 10 | Elect Jennifer Taubert | Management | For | For |
| 11 | Elect Paul S. Walsh | Management | For | For |
| 12 | Elect Amy Weaver | Management | For | For |
| 13 | Elect Miles D. White | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| 17 | Shareholder Proposal Regarding Policy on Use of Medically-Important Antibiotics in the Beef and Pork Supply Chain | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Compliance With WHO Guidelines on Medically-Important Antimicrobials in Supply Chain | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Report on Corporate Operations with China | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| 22 | Shareholder Proposal Regarding Transparency Report on Global Public Policy And Political Influence | Shareholder | Against | Against |
| 23 | Shareholder Proposal Regarding Disclosure of Animal Welfare Indicators | Shareholder | Against | Against |
| MEDTRONIC PLC Meeting Date: DEC 08, 2022 Record Date: OCT 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MDT Security ID: 585055106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Richard H. Anderson | Management | For | For |
| 2 | Elect Craig Arnold | Management | For | For |
| 3 | Elect Scott C. Donnelly | Management | For | For |
| 4 | Elect Lidia L. Fonseca | Management | For | For |
| 5 | Elect Andrea J. Goldsmith | Management | For | For |
| 6 | Elect Randall J. Hogan, III | Management | For | For |
| 7 | Elect Kevin E. Lofton | Management | For | For |
| 8 | Elect Geoffrey Straub Martha | Management | For | For |
| 9 | Elect Elizabeth G. Nabel | Management | For | For |
| 10 | Elect Denise M. O'Leary | Management | For | For |
| 11 | Elect Kendall J. Powell | Management | For | For |
| 12 | Appointment of Auditor and Authority to Set Fees | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Authority to Issue Shares w/ Preemptive Rights | Management | For | For |
| 15 | Authority to Issue Shares w/o Preemptive Rights | Management | For | For |
| 16 | Authority to Repurchase Shares | Management | For | For |
| MERCK & CO., INC. Meeting Date: MAY 23, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MRK Security ID: 58933Y105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Douglas M. Baker, Jr. | Management | For | For |
| 2 | Elect Mary Ellen Coe | Management | For | For |
| 3 | Elect Pamela J. Craig | Management | For | For |
| 4 | Elect Robert M. Davis | Management | For | For |
| 5 | Elect Thomas H. Glocer | Management | For | For |
| 6 | Elect Risa Lavizzo-Mourey | Management | For | For |
| 7 | Elect Stephen L. Mayo | Management | For | For |
| 8 | Elect Paul B. Rothman | Management | For | For |
| 9 | Elect Patricia F. Russo | Management | For | For |
| 10 | Elect Christine E. Seidman | Management | For | For |
| 11 | Elect Inge G. Thulin | Management | For | For |
| 12 | Elect Kathy J. Warden | Management | For | For |
| 13 | Elect Peter C. Wendell | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| 17 | Shareholder Proposal Regarding Report on Corporate Operations with China | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | Shareholder | Against | Against |
| 22 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| META PLATFORMS, INC. Meeting Date: MAY 31, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: META Security ID: 30303M102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Peggy Alford | Management | For | For |
| 1.2 | Elect Marc L. Andreessen | Management | For | For |
| 1.3 | Elect Andrew W. Houston | Management | For | For |
| 1.4 | Elect Nancy Killefer | Management | For | For |
| 1.5 | Elect Robert M. Kimmitt | Management | For | For |
| 1.6 | Elect Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Tracey T. Travis | Management | For | For |
| 1.8 | Elect Tony Xu | Management | For | For |
| 1.9 | Elect Mark Zuckerberg | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Shareholder Proposal Regarding Report on Government Takedown Requests | Shareholder | Against | Against |
| 4 | Shareholder Proposal Regarding Recapitalization | Shareholder | Against | For |
| 5 | Shareholder Proposal Regarding Human Rights Impact Assessment | Shareholder | Against | For |
| 6 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| 7 | Shareholder Proposal Regarding Report on Content Management in India | Shareholder | Against | For |
| 8 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net-Zero Emissions Commitment | Shareholder | Against | Against |
| 9 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | Shareholder | Against | For |
| 10 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | Shareholder | Against | For |
| 11 | Shareholder Proposal Regarding Targets and Report on Child Safety Impacts | Shareholder | Against | For |
| 12 | Shareholder Proposal Regarding Calibrating Executive Pay to Externalized Costs | Shareholder | Against | Against |
| 13 | Shareholder Proposal Regarding Assessment of Audit and Risk Oversight Committee | Shareholder | Against | For |
| METLIFE, INC. Meeting Date: JUN 20, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MET Security ID: 59156R108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Cheryl W. Grise | Management | For | For |
| 2 | Elect Carlos M. Gutierrez | Management | For | For |
| 3 | Elect Carla A. Harris | Management | For | For |
| 4 | Elect Gerald L. Hassell | Management | For | For |
| 5 | Elect David L. Herzog | Management | For | For |
| 6 | Elect R. Glenn Hubbard | Management | For | For |
| 7 | Elect Jeh C. Johnson | Management | For | For |
| 8 | Elect Edward J. Kelly, III | Management | For | For |
| 9 | Elect William E. Kennard | Management | For | For |
| 10 | Elect Michel A. Khalaf | Management | For | For |
| 11 | Elect Catherine R. Kinney | Management | For | For |
| 12 | Elect Diana L. McKenzie | Management | For | For |
| 13 | Elect Denise M. Morrison | Management | For | For |
| 14 | Elect Mark A. Weinberger | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | Against |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| MFA FINANCIAL, INC. Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MFA Security ID: 55272X607 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Laurie S. Goodman | Management | For | For |
| 2 | Elect Richard C. Wald | Management | For | For |
| 3 | Ratification of Auditor | Management | For | For |
| 4 | Advisory Vote on Executive Compensation | Management | For | For |
| 5 | Amendment to the Equity Compensation Plan | Management | For | For |
| 6 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| MICROSOFT CORPORATION Meeting Date: DEC 13, 2022 Record Date: OCT 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MSFT Security ID: 594918104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Reid G. Hoffman | Management | For | For |
| 2 | Elect Hugh F. Johnston | Management | For | For |
| 3 | Elect Teri L. List | Management | For | For |
| 4 | Elect Satya Nadella | Management | For | For |
| 5 | Elect Sandra E. Peterson | Management | For | For |
| 6 | Elect Penny S. Pritzker | Management | For | For |
| 7 | Elect Carlos A. Rodriguez | Management | For | For |
| 8 | Elect Charles W. Scharf | Management | For | For |
| 9 | Elect John W. Stanton | Management | For | For |
| 10 | Elect John W. Thompson | Management | For | For |
| 11 | Elect Emma N. Walmsley | Management | For | For |
| 12 | Elect Padmasree Warrior | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | Shareholder | Against | Against |
| 16 | Shareholder Proposal Regarding Report on Hiring Practices | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Managing Climate Risk in Employee Retirement Options | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Report on Government Use of Technology | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding Risks of Developing Military Weapons | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Report on Tax Transparency | Shareholder | Against | For |
| MONDELEZ INTERNATIONAL, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MDLZ Security ID: 609207105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Lewis W.K. Booth | Management | For | For |
| 2 | Elect Charles E. Bunch | Management | For | For |
| 3 | Elect Ertharin Cousin | Management | For | For |
| 4 | Elect Jorge S. Mesquita | Management | For | For |
| 5 | Elect Anindita Mukherjee | Management | For | For |
| 6 | Elect Jane Hamilton Nielsen | Management | For | For |
| 7 | Elect Patrick T. Siewert | Management | For | For |
| 8 | Elect Michael A. Todman | Management | For | For |
| 9 | Elect Dirk Van de Put | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | Against |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 14 | Shareholder Proposal Regarding Cage-Free Eggs | Shareholder | Against | Against |
| 15 | Shareholder Proposal Regarding Report on Child Labor in Cocoa Supply Chain | Shareholder | Against | Against |
| MORGAN STANLEY Meeting Date: MAY 19, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MS Security ID: 617446448 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Alistair Darling | Management | For | For |
| 2 | Elect Thomas H. Glocer | Management | For | For |
| 3 | Elect James P. Gorman | Management | For | For |
| 4 | Elect Robert H. Herz | Management | For | For |
| 5 | Elect Erika H. James | Management | For | For |
| 6 | Elect Hironori Kamezawa | Management | For | For |
| 7 | Elect Shelley B. Leibowitz | Management | For | For |
| 8 | Elect Stephen J. Luczo | Management | For | For |
| 9 | Elect Judith A. Miscik | Management | For | For |
| 10 | Elect Masato Miyachi | Management | For | For |
| 11 | Elect Dennis M. Nally | Management | For | For |
| 12 | Elect Mary L. Schapiro | Management | For | For |
| 13 | Elect Perry M. Traquina | Management | For | For |
| 14 | Elect Rayford Wilkins Jr. | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | Against |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 18 | Shareholder Proposal Regarding Right to Call Special Meeting | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | Shareholder | Against | Against |
| MSCI INC. Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MSCI Security ID: 55354G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Henry A. Fernandez | Management | For | For |
| 2 | Elect Robert G. Ashe | Management | For | For |
| 3 | Elect Wayne Edmunds | Management | For | For |
| 4 | Elect Catherine R. Kinney | Management | For | For |
| 5 | Elect Robin L. Matlock | Management | For | For |
| 6 | Elect Jacques P. Perold | Management | For | For |
| 7 | Elect C.D. Baer Pettit | Management | For | For |
| 8 | Elect Sandy C. Rattray | Management | For | For |
| 9 | Elect Linda H. Riefler | Management | For | For |
| 10 | Elect Marcus L. Smith | Management | For | For |
| 11 | Elect Rajat Taneja | Management | For | For |
| 12 | Elect Paula Volent | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| NETFLIX, INC. Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NFLX Security ID: 64110L106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Mathias Dopfner | Management | For | For |
| 2 | Elect Reed Hastings | Management | For | For |
| 3 | Elect Jay Hoag | Management | For | For |
| 4 | Elect Ted Sarandos | Management | For | For |
| 5 | Ratification of Auditor | Management | For | For |
| 6 | Advisory Vote on Executive Compensation | Management | For | Against |
| 7 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 8 | Shareholder Proposal Regarding Right to Call Special Meetings | Shareholder | Against | For |
| 9 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | Shareholder | Against | Against |
| 10 | Shareholder Proposal Regarding Report on Climate Risk in Employee Retirement Default Options | Shareholder | Against | Against |
| 11 | Shareholder Proposal Regarding Policy on Freedom of Association | Shareholder | Against | For |
| NORTHROP GRUMMAN CORPORATION Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NOC Security ID: 666807102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Kathy J. Warden | Management | For | For |
| 2 | Elect David P. Abney | Management | For | For |
| 3 | Elect Marianne C. Brown | Management | For | For |
| 4 | Elect Ann M. Fudge | Management | For | For |
| 5 | Elect Madeleine A. Kleiner | Management | For | For |
| 6 | Elect Arvind Krishna | Management | For | For |
| 7 | Elect Graham N. Robinson | Management | For | For |
| 8 | Elect Kimberly A. Ross | Management | For | For |
| 9 | Elect Gary Roughead | Management | For | For |
| 10 | Elect Thomas M. Schoewe | Management | For | For |
| 11 | Elect James S. Turley | Management | For | For |
| 12 | Elect Mark A. Welsh III | Management | For | For |
| 13 | Elect Mary A. Winston | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| 17 | Reduction of the Ownership Threshold Required to Call a Special Meeting of Shareholders | Management | For | For |
| 18 | Shareholder Proposal Regarding Alignment of Political Activities with Human Rights Policy | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| NRG ENERGY, INC. Meeting Date: APR 27, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NRG Security ID: 629377508 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect E. Spencer Abraham | Management | For | For |
| 2 | Elect Antonio Carrillo | Management | For | For |
| 3 | Elect Matthew Carter, Jr. | Management | For | For |
| 4 | Elect Lawrence S. Coben | Management | For | For |
| 5 | Elect Heather Cox | Management | For | For |
| 6 | Elect Elisabeth B. Donohue | Management | For | For |
| 7 | Elect Mauricio Gutierrez | Management | For | For |
| 8 | Elect Paul W. Hobby | Management | For | For |
| 9 | Elect Alexandra Pruner | Management | For | For |
| 10 | Elect Anne C. Schaumburg | Management | For | For |
| 11 | Amendment to the Employee Stock Purchase Plan | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| NVIDIA CORPORATION Meeting Date: JUN 22, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NVDA Security ID: 67066G104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Robert K. Burgess | Management | For | For |
| 2 | Elect Tench Coxe | Management | For | For |
| 3 | Elect John O. Dabiri | Management | For | For |
| 4 | Elect Persis S. Drell | Management | For | For |
| 5 | Elect Jen-Hsun Huang | Management | For | For |
| 6 | Elect Dawn Hudson | Management | For | For |
| 7 | Elect Harvey C. Jones | Management | For | For |
| 8 | Elect Michael G. McCaffery | Management | For | For |
| 9 | Elect Stephen C. Neal | Management | For | For |
| 10 | Elect Mark L. Perry | Management | For | For |
| 11 | Elect A. Brooke Seawell | Management | For | For |
| 12 | Elect Aarti Shah | Management | For | For |
| 13 | Elect Mark A. Stevens | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| NXP SEMICONDUCTORS N.V. Meeting Date: MAY 24, 2023 Record Date: APR 26, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NXPI Security ID: N6596X109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accounts and Reports | Management | For | For |
| 2 | Ratification of Board Acts | Management | For | For |
| 3 | Elect Kurt Sievers | Management | For | For |
| 4 | Elect Annette K. Clayton | Management | For | For |
| 5 | Elect Anthony R. Foxx | Management | For | For |
| 6 | Elect Chunyuan Gu | Management | For | For |
| 7 | Elect Lena Olving | Management | For | For |
| 8 | Elect Julie Southern | Management | For | For |
| 9 | Elect Jasmin Staiblin | Management | For | For |
| 10 | Elect Gregory L. Summe | Management | For | For |
| 11 | Elect Karl-Henrik Sundstrom | Management | For | For |
| 12 | Elect Moshe N. Gavrielov | Management | For | For |
| 13 | Authority to Issue Shares w/ Preemptive Rights | Management | For | For |
| 14 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Against |
| 15 | Authority to Repurchase Shares | Management | For | For |
| 16 | Authority to Cancel Repurchased Shares | Management | For | For |
| 17 | Appointment of Auditor | Management | For | For |
| 18 | Advisory Vote on Executive Compensation | Management | For | For |
| ON SEMICONDUCTOR CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ON Security ID: 682189105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Atsushi Abe | Management | For | For |
| 2 | Elect Alan Campbell | Management | For | For |
| 3 | Elect Susan K. Carter | Management | For | For |
| 4 | Elect Thomas L. Deitrich | Management | For | For |
| 5 | Elect Hassane S. El-Khoury | Management | For | For |
| 6 | Elect Bruce E. Kiddoo | Management | For | For |
| 7 | Elect Paul A. Mascarenas | Management | For | For |
| 8 | Elect Gregory L. Waters | Management | For | For |
| 9 | Elect Christine Y. Yan | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Ratification of Auditor | Management | For | For |
| ORACLE CORPORATION Meeting Date: NOV 16, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ORCL Security ID: 68389X105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Awo Ablo | Management | For | For |
| 1.2 | Elect Jeffrey S. Berg | Management | For | For |
| 1.3 | Elect Michael J. Boskin | Management | For | For |
| 1.4 | Elect Safra A. Catz | Management | For | For |
| 1.5 | Elect Bruce R. Chizen | Management | For | For |
| 1.6 | Elect George H. Conrades | Management | For | For |
| 1.7 | Elect Lawrence J. Ellison | Management | For | For |
| 1.8 | Elect Rona Fairhead | Management | For | For |
| 1.9 | Elect Jeffrey O. Henley | Management | For | For |
| 1.10 | Elect Renee J. James | Management | For | For |
| 1.11 | Elect Charles W. Moorman IV | Management | For | For |
| 1.12 | Elect Leon E. Panetta | Management | For | For |
| 1.13 | Elect William G. Parrett | Management | For | For |
| 1.14 | Elect Naomi O. Seligman | Management | For | For |
| 1.15 | Elect Vishal Sikka | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | Against |
| 3 | Ratification of Auditor | Management | For | For |
| PACCAR INC Meeting Date: APR 25, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCAR Security ID: 693718108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Mark C. Pigott | Management | For | For |
| 2 | Elect Dame Alison J. Carnwath | Management | For | For |
| 3 | Elect Franklin Lee Feder | Management | For | For |
| 4 | Elect R. Preston Feight | Management | For | For |
| 5 | Elect Kirk S. Hachigian | Management | For | For |
| 6 | Elect Barbara B. Hulit | Management | For | For |
| 7 | Elect Roderick C. McGeary | Management | For | For |
| 8 | Elect Cynthia A. Niekamp | Management | For | For |
| 9 | Elect John M. Pigott | Management | For | For |
| 10 | Elect Ganesh Ramaswamy | Management | For | For |
| 11 | Elect Mark A. Schulz | Management | For | For |
| 12 | Elect Gregory M. Spierkel | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 3 Years | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | Shareholder | Against | For |
| PARK HOTELS & RESORTS INC. Meeting Date: APR 26, 2023 Record Date: MAR 02, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PK Security ID: 700517105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Thomas J. Baltimore, Jr. | Management | For | Against |
| 2 | Elect Patricia M. Bedient | Management | For | For |
| 3 | Elect Thomas D. Eckert | Management | For | For |
| 4 | Elect Geoffrey M. Garrett | Management | For | For |
| 5 | Elect Christie B. Kelly | Management | For | For |
| 6 | Elect Joseph I. Lieberman | Management | For | For |
| 7 | Elect Thomas A. Natelli | Management | For | For |
| 8 | Elect Timothy J. Naughton | Management | For | For |
| 9 | Elect Stephen I. Sadove | Management | For | For |
| 10 | Amendment to the 2017 Omnibus Incentive Plan | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Ratification of Auditor | Management | For | For |
| PAYPAL HOLDINGS, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYPL Security ID: 70450Y103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Rodney C. Adkins | Management | For | For |
| 2 | Elect Jonathan Christodoro | Management | For | For |
| 3 | Elect John J. Donahoe II | Management | For | For |
| 4 | Elect David W. Dorman | Management | For | For |
| 5 | Elect Belinda J. Johnson | Management | For | For |
| 6 | Elect Enrique Lores | Management | For | For |
| 7 | Elect Gail J. McGovern | Management | For | For |
| 8 | Elect Deborah M. Messemer | Management | For | For |
| 9 | Elect David M. Moffett | Management | For | For |
| 10 | Elect Ann M. Sarnoff | Management | For | For |
| 11 | Elect Daniel H. Schulman | Management | For | For |
| 12 | Elect Frank D. Yeary | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Amendment to the 2015 Equity Incentive Plan | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Shareholder Proposal Regarding Policy Against Discriminatory Exclusion in Conflict Zones | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Transparency Reports and Account Suspensions | Shareholder | Against | Abstain |
| 19 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Majority Vote for Election of Directors | Shareholder | Against | For |
| PEPSICO, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEP Security ID: 713448108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Segun Agbaje | Management | For | For |
| 2 | Elect Jennifer Bailey | Management | For | For |
| 3 | Elect Cesar Conde | Management | For | For |
| 4 | Elect Ian M. Cook | Management | For | For |
| 5 | Elect Edith W. Cooper | Management | For | For |
| 6 | Elect Susan M. Diamond | Management | For | For |
| 7 | Elect Dina Dublon | Management | For | For |
| 8 | Elect Michelle D. Gass | Management | For | For |
| 9 | Elect Ramon L. Laguarta | Management | For | For |
| 10 | Elect Dave Lewis | Management | For | For |
| 11 | Elect David C. Page | Management | For | For |
| 12 | Elect Robert C. Pohlad | Management | For | For |
| 13 | Elect Daniel L. Vasella | Management | For | For |
| 14 | Elect Darren Walker | Management | For | For |
| 15 | Elect Alberto Weisser | Management | For | For |
| 16 | Ratification of Auditor | Management | For | For |
| 17 | Advisory Vote on Executive Compensation | Management | For | For |
| 18 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 19 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 20 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | For |
| 21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | Shareholder | Against | Against |
| 22 | Shareholder Proposal Regarding Congruency Report on Net-Zero Emissions Policy | Shareholder | Against | Against |
| PFIZER INC. Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFE Security ID: 717081103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Ronald E. Blaylock | Management | For | For |
| 2 | Elect Albert Bourla | Management | For | For |
| 3 | Elect Susan Desmond-Hellmann | Management | For | For |
| 4 | Elect Joseph J. Echevarria | Management | For | For |
| 5 | Elect Scott Gottlieb | Management | For | For |
| 6 | Elect Helen H. Hobbs | Management | For | For |
| 7 | Elect Susan Hockfield | Management | For | For |
| 8 | Elect Dan R. Littman | Management | For | For |
| 9 | Elect Shantanu Narayen | Management | For | For |
| 10 | Elect Suzanne Nora Johnson | Management | For | For |
| 11 | Elect James Quincey | Management | For | For |
| 12 | Elect James C. Smith | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 18 | Shareholder Proposal Regarding Intellectual Property | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | Shareholder | Against | Against |
| PHILIP MORRIS INTERNATIONAL INC. Meeting Date: MAY 03, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PM Security ID: 718172109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Brant (Bonin) Bough | Management | For | For |
| 2 | Elect Andre Calantzopoulos | Management | For | For |
| 3 | Elect Michel Combes | Management | For | For |
| 4 | Elect Juan Jose Daboub | Management | For | For |
| 5 | Elect Werner Geissler | Management | For | For |
| 6 | Elect Lisa A. Hook | Management | For | For |
| 7 | Elect Jun Makihara | Management | For | For |
| 8 | Elect Kalpana Morparia | Management | For | For |
| 9 | Elect Jacek Olczak | Management | For | For |
| 10 | Elect Robert B. Polet | Management | For | For |
| 11 | Elect Dessislava Temperley | Management | For | For |
| 12 | Elect Shlomo Yanai | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Shareholder Proposal Regarding Nicotine Levels in Tobacco Products | Shareholder | Against | Against |
| PHILLIPS 66 Meeting Date: MAY 10, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSX Security ID: 718546104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Gregory J. Hayes | Management | For | For |
| 2 | Elect Charles M. Holley, Jr. | Management | For | For |
| 3 | Elect Denise R. Singleton | Management | For | For |
| 4 | Elect Glenn F. Tilton | Management | For | For |
| 5 | Elect Marna C. Whittington | Management | For | For |
| 6 | Repeal of Classified Board | Management | For | For |
| 7 | Advisory Vote on Executive Compensation | Management | For | Against |
| 8 | Ratification of Auditor | Management | For | For |
| 9 | Shareholder Proposal Regarding Virgin Plastic Demand | Shareholder | Against | Against |
| PHOTRONICS, INC. Meeting Date: MAR 16, 2023 Record Date: FEB 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLAB Security ID: 719405102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Walter M. Fiederowicz | Management | For | For |
| 1.2 | Elect Frank Lee | Management | For | Withhold |
| 1.3 | Elect Adam Lewis | Management | For | For |
| 1.4 | Elect Daniel Liao | Management | For | For |
| 1.5 | Elect Constantine S. Macricostas | Management | For | Withhold |
| 1.6 | Elect George Macricostas | Management | For | Withhold |
| 1.7 | Elect Mary Paladino | Management | For | For |
| 1.8 | Elect Mitchell G. Tyson | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Amendment to the 2016 Equity Incentive Compensation Plan | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 5 | Advisory Vote on Executive Compensation | Management | For | For |
| PIEDMONT OFFICE REALTY TRUST, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDM Security ID: 720190206 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Frank C. McDowell | Management | For | For |
| 2 | Elect Kelly H. Barrett | Management | For | For |
| 3 | Elect Glenn G. Cohen | Management | For | For |
| 4 | Elect Venkatesh S. Durvasula | Management | For | For |
| 5 | Elect Mary M. Hager | Management | For | For |
| 6 | Elect Barbara B. Lang | Management | For | For |
| 7 | Elect C. Brent Smith | Management | For | For |
| 8 | Elect Jeffrey L. Swope | Management | For | For |
| 9 | Elect Dale H. Taysom | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| PUBLIC STORAGE Meeting Date: MAY 02, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSA Security ID: 74460D109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Ronald L. Havner, Jr. | Management | For | For |
| 2 | Elect Tamara Hughes Gustavson | Management | For | For |
| 3 | Elect Leslie Stone Heisz | Management | For | For |
| 4 | Elect Shankh S. Mitra | Management | For | For |
| 5 | Elect David J. Neithercut | Management | For | For |
| 6 | Elect Rebecca L. Owen | Management | For | For |
| 7 | Elect Kristy M. Pipes | Management | For | For |
| 8 | Elect Avedick B. Poladian | Management | For | For |
| 9 | Elect John Reyes | Management | For | For |
| 10 | Elect Joseph D. Russell, Jr. | Management | For | For |
| 11 | Elect Tariq M. Shaukat | Management | For | For |
| 12 | Elect Ronald P. Spogli | Management | For | For |
| 13 | Elect Paul S. Williams | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| 17 | Shareholder Proposal Regarding GHG Targets and Alignment with Paris Agreement | Shareholder | Against | For |
| QUALCOMM INCORPORATED Meeting Date: MAR 08, 2023 Record Date: JAN 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: QCOM Security ID: 747525103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Sylvia Acevedo | Management | For | For |
| 2 | Elect Cristiano R. Amon | Management | For | For |
| 3 | Elect Mark Fields | Management | For | For |
| 4 | Elect Jeffrey W. Henderson | Management | For | For |
| 5 | Elect Gregory N. Johnson | Management | For | For |
| 6 | Elect Ann M. Livermore | Management | For | For |
| 7 | Elect Mark D. McLaughlin | Management | For | For |
| 8 | Elect Jamie S. Miller | Management | For | For |
| 9 | Elect Irene B. Rosenfeld | Management | For | For |
| 10 | Elect Kornelis Smit | Management | For | For |
| 11 | Elect Jean-Pascal Tricoire | Management | For | For |
| 12 | Elect Anthony J. Vinciquerra | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Approval of the 2023 Long-Term Incentive Plan | Management | For | Against |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| RAYTHEON TECHNOLOGIES CORPORATION Meeting Date: MAY 02, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RTX Security ID: 75513E101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Tracy A. Atkinson | Management | For | For |
| 2 | Elect Leanne G. Caret | Management | For | For |
| 3 | Elect Bernard A. Harris, Jr. | Management | For | For |
| 4 | Elect Gregory J. Hayes | Management | For | For |
| 5 | Elect George R. Oliver | Management | For | For |
| 6 | Elect Robert K. Ortberg | Management | For | For |
| 7 | Elect Dinesh C. Paliwal | Management | For | For |
| 8 | Elect Ellen M. Pawlikowski | Management | For | For |
| 9 | Elect Denise L. Ramos | Management | For | For |
| 10 | Elect Fredric G. Reynolds | Management | For | For |
| 11 | Elect Brian C. Rogers | Management | For | For |
| 12 | Elect James A. Winnefeld, Jr. | Management | For | For |
| 13 | Elect Robert O. Work | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| 17 | Elimination of Supermajority Requirement | Management | For | For |
| 18 | Amendment to Articles to Limit Liability of Certain Officers | Management | For | For |
| 19 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 20 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | Shareholder | Against | For |
| RLJ LODGING TRUST Meeting Date: APR 28, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RLJ Security ID: 74965L101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Robert L. Johnson | Management | For | For |
| 2 | Elect Leslie D. Hale | Management | For | For |
| 3 | Elect B. Evan Bayh, III | Management | For | For |
| 4 | Elect Arthur R. Collins | Management | For | For |
| 5 | Elect Nathaniel A. Davis | Management | For | For |
| 6 | Elect Patricia L. Gibson | Management | For | For |
| 7 | Elect Robert M. La Forgia | Management | For | For |
| 8 | Elect Robert J. McCarthy | Management | For | For |
| 9 | Elect Robin Zeigler | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| ROSS STORES, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ROST Security ID: 778296103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect K. Gunnar Bjorklund | Management | For | For |
| 2 | Elect Michael J. Bush | Management | For | For |
| 3 | Elect Edward G. Cannizzaro | Management | For | For |
| 4 | Elect Sharon D. Garrett | Management | For | For |
| 5 | Elect Michael J. Hartshorn | Management | For | For |
| 6 | Elect Stephen D. Milligan | Management | For | For |
| 7 | Elect Patricia H. Mueller | Management | For | For |
| 8 | Elect George P. Orban | Management | For | For |
| 9 | Elect Larree M. Renda | Management | For | For |
| 10 | Elect Barbara Rentler | Management | For | For |
| 11 | Elect Doniel N. Sutton | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| SAFEHOLD INC. Meeting Date: JUN 20, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SAFE Security ID: 78646V107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jay Sugarman | Management | For | For |
| 2 | Elect Marcos Alvarado | Management | For | For |
| 3 | Elect Jesse Hom | Management | For | For |
| 4 | Elect Robin Josephs | Management | For | For |
| 5 | Elect Jay S. Nydick | Management | For | For |
| 6 | Elect Barry W. Ridings | Management | For | For |
| 7 | Elect Stefan M. Selig | Management | For | For |
| 8 | Ratification of Auditor | Management | For | For |
| 9 | Amendment to the 2009 Long-Term Incentive Plan | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| SALESFORCE, INC. Meeting Date: JUN 08, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CRM Security ID: 79466L302 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Marc R. Benioff | Management | For | For |
| 2 | Elect Laura Alber | Management | For | For |
| 3 | Elect Craig A. Conway | Management | For | Against |
| 4 | Elect Arnold W. Donald | Management | For | For |
| 5 | Elect Parker Harris | Management | For | For |
| 6 | Elect Neelie Kroes | Management | For | Against |
| 7 | Elect Sachin Mehra | Management | For | For |
| 8 | Elect G. Mason Morfit | Management | For | For |
| 9 | Elect Oscar Munoz | Management | For | For |
| 10 | Elect John V. Roos | Management | For | Against |
| 11 | Elect Robin L. Washington | Management | For | For |
| 12 | Elect Maynard G. Webb | Management | For | For |
| 13 | Elect Susan D. Wojcicki | Management | For | For |
| 14 | Amendment to the 2013 Equity Incentive Plan | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | Against |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 18 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | Shareholder | Against | Against |
| SANMINA CORPORATION Meeting Date: MAR 13, 2023 Record Date: JAN 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SANM Security ID: 801056102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jure Sola | Management | For | For |
| 2 | Elect Eugene A. Delaney | Management | For | For |
| 3 | Elect John P. Goldsberry | Management | For | For |
| 4 | Elect David V. Hedley III | Management | For | For |
| 5 | Elect Susan A. Johnson | Management | For | For |
| 6 | Elect Joseph G. Licata, Jr. | Management | For | For |
| 7 | Elect Krish A. Prabhu | Management | For | For |
| 8 | Elect Mario M. Rosati | Management | For | For |
| 9 | Ratification of Auditor | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | Against |
| 11 | Amendment to the 2019 Equity Incentive Plan | Management | For | For |
| SCHLUMBERGER LIMITED Meeting Date: APR 05, 2023 Record Date: FEB 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SLB Security ID: 806857108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Peter J. Coleman | Management | For | For |
| 2 | Elect Patrick de La Chevardiere | Management | For | For |
| 3 | Elect Miguel M. Galuccio | Management | For | For |
| 4 | Elect Olivier Le Peuch | Management | For | For |
| 5 | Elect Samuel Georg Friedrich Leupold | Management | For | For |
| 6 | Elect Tatiana A. Mitrova | Management | For | For |
| 7 | Elect Maria Moraeus Hanssen | Management | For | For |
| 8 | Elect Vanitha Narayanan | Management | For | For |
| 9 | Elect Mark G. Papa | Management | For | For |
| 10 | Elect Jeffrey W. Sheets | Management | For | For |
| 11 | Elect Ulrich Spiesshofer | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Accounts and Reports; Approval of Dividend | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| SERVICENOW, INC. Meeting Date: JUN 01, 2023 Record Date: APR 04, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NOW Security ID: 81762P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Susan L. Bostrom | Management | For | Against |
| 2 | Elect Teresa Briggs | Management | For | For |
| 3 | Elect Jonathan C. Chadwick | Management | For | For |
| 4 | Elect Paul E. Chamberlain | Management | For | For |
| 5 | Elect Lawrence J. Jackson, Jr. | Management | For | For |
| 6 | Elect Frederic B. Luddy | Management | For | For |
| 7 | Elect William R. McDermott | Management | For | Against |
| 8 | Elect Jeffrey A. Miller | Management | For | Against |
| 9 | Elect Joseph Quinlan | Management | For | For |
| 10 | Elect Anita M. Sands | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Amendment to the 2021 Equity Incentive Plan | Management | For | For |
| 14 | Elect Deborah Black | Management | For | For |
| SOTERA HEALTH COMPANY Meeting Date: MAY 25, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SHC Security ID: 83601L102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Sean L. Cunningham | Management | For | For |
| 2 | Elect Robert B. Knauss | Management | For | For |
| 3 | Elect Vincent K. Petrella | Management | For | For |
| 4 | Advisory Vote on Executive Compensation | Management | For | For |
| 5 | Ratification of Auditor | Management | For | For |
| SPS COMMERCE, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SPSC Security ID: 78463M107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Archie C. Black | Management | For | Against |
| 2 | Elect James B. Ramsey | Management | For | For |
| 3 | Elect Marty M. Reaume | Management | For | For |
| 4 | Elect Tami L. Reller | Management | For | For |
| 5 | Elect Philip E. Soran | Management | For | For |
| 6 | Elect Anne Sempowski Ward | Management | For | For |
| 7 | Elect Sven A. Wehrwein | Management | For | For |
| 8 | Ratification of Auditor | Management | For | For |
| 9 | Advisory Vote on Executive Compensation | Management | For | For |
| STARBUCKS CORPORATION Meeting Date: MAR 23, 2023 Record Date: JAN 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SBUX Security ID: 855244109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Richard E. Allison, Jr. | Management | For | For |
| 2 | Elect Andrew Campion | Management | For | For |
| 3 | Elect Beth E. Ford | Management | For | For |
| 4 | Elect Mellody Hobson | Management | For | For |
| 5 | Elect Jorgen Vig Knudstorp | Management | For | For |
| 6 | Elect Satya Nadella | Management | For | For |
| 7 | Elect Laxman Narasimhan | Management | For | For |
| 8 | Elect Howard Schultz | Management | For | For |
| 9 | Advisory Vote on Executive Compensation | Management | For | For |
| 10 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Shareholder Proposal Regarding Report On Plant-based Milk Pricing | Shareholder | Against | Against |
| 13 | Shareholder Proposal Regarding CEO Succession Planning | Shareholder | Against | For |
| 14 | Shareholder Proposal Regarding Report on Corporate Operations with China | Shareholder | Against | Against |
| 15 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | Shareholder | Against | For |
| 16 | Shareholder Proposal Regarding Formation of Corporate Sustainability Committee | Shareholder | Against | Against |
| STATE STREET CORPORATION Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: STT Security ID: 857477103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Patrick de Saint-Aignan | Management | For | For |
| 2 | Elect Marie A. Chandoha | Management | For | For |
| 3 | Elect Donna DeMaio | Management | For | For |
| 4 | Elect Amelia C. Fawcett | Management | For | For |
| 5 | Elect William C. Freda | Management | For | For |
| 6 | Elect Sara Mathew | Management | For | For |
| 7 | Elect William L. Meaney | Management | For | For |
| 8 | Elect Ronald P. O'Hanley | Management | For | For |
| 9 | Elect Sean O'Sullivan | Management | For | For |
| 10 | Elect Julio A. Portalatin | Management | For | For |
| 11 | Elect John B. Rhea | Management | For | For |
| 12 | Elect Gregory L. Summe | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Amendment to the 2017 Stock Incentive Plan | Management | For | For |
| 16 | Ratification of Auditor | Management | For | For |
| 17 | Shareholder Proposal Regarding Report on Conflict of Interest | Shareholder | Against | Against |
| SYNCHRONY FINANCIAL Meeting Date: MAY 18, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SYF Security ID: 87165B103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Brian D. Doubles | Management | For | For |
| 2 | Elect Fernando Aguirre | Management | For | For |
| 3 | Elect Paget L. Alves | Management | For | For |
| 4 | Elect Kamila Chytil | Management | For | For |
| 5 | Elect Arthur W. Coviello, Jr. | Management | For | For |
| 6 | Elect Roy A. Guthrie | Management | For | For |
| 7 | Elect Jeffrey G. Naylor | Management | For | For |
| 8 | Elect P.W. Parker | Management | For | For |
| 9 | Elect Laurel J. Richie | Management | For | For |
| 10 | Elect Ellen M. Zane | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| SYNOPSYS, INC. Meeting Date: APR 12, 2023 Record Date: FEB 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SNPS Security ID: 871607107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Aart J. de Geus | Management | For | For |
| 2 | Elect Luis A Borgen | Management | For | For |
| 3 | Elect Marc N. Casper | Management | For | For |
| 4 | Elect Janice D. Chaffin | Management | For | For |
| 5 | Elect Bruce R. Chizen | Management | For | For |
| 6 | Elect Mercedes Johnson | Management | For | For |
| 7 | Elect Jeannine P. Sargent | Management | For | For |
| 8 | Elect John G. Schwarz | Management | For | For |
| 9 | Elect Roy A. Vallee | Management | For | For |
| 10 | Amendment to the 2006 Employee Equity Incentive Plan | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Shareholder Proposal Regarding Right to Call Special Meetings | Shareholder | Against | For |
| T-MOBILE US, INC. Meeting Date: JUN 16, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TMUS Security ID: 872590104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Andre Almeida | Management | For | For |
| 1.2 | Elect Marcelo Claure | Management | For | For |
| 1.3 | Elect Srikant M. Datar | Management | For | For |
| 1.4 | Elect Srinivasan Gopalan | Management | For | For |
| 1.5 | Elect Timotheus Hottges | Management | For | For |
| 1.6 | Elect Christian P. Illek | Management | For | For |
| 1.7 | Elect Raphael Kubler | Management | For | For |
| 1.8 | Elect Thorsten Langheim | Management | For | For |
| 1.9 | Elect Dominique Leroy | Management | For | For |
| 1.10 | Elect Letitia A. Long | Management | For | For |
| 1.11 | Elect G. Michael Sievert | Management | For | For |
| 1.12 | Elect Teresa A. Taylor | Management | For | For |
| 1.13 | Elect Kelvin R. Westbrook | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | Against |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 3 Years | 1 Year |
| 5 | Approval of the 2023 Incentive Award Plan | Management | For | Against |
| 6 | Amendment to the 2014 Employee Stock Purchase Plan | Management | For | For |
| TELEPHONE & DATA SYSTEMS, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TDS Security ID: 879433829 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Clarence A. Davis | Management | For | For |
| 2 | Elect George W. Off | Management | For | For |
| 3 | Elect Wade Oosterman | Management | For | For |
| 4 | Elect Dirk S. Woessner | Management | For | For |
| 5 | Ratification of Auditor | Management | For | For |
| 6 | Approval of the Non-Employee Director Compensation Plan | Management | For | For |
| 7 | Advisory Vote on Executive Compensation | Management | For | Against |
| 8 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 9 | Shareholder Proposal Regarding Recapitalization | Shareholder | Against | For |
| TERADATA CORPORATION Meeting Date: MAY 09, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TDC Security ID: 88076W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Daniel R. Fishback | Management | For | For |
| 2 | Elect Stephen McMillan | Management | For | For |
| 3 | Elect Kimberly K. Nelson | Management | For | For |
| 4 | Elect Todd E. McElhatton | Management | For | For |
| 5 | Advisory Vote on Executive Compensation | Management | For | For |
| 6 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 7 | Approval of 2023 Stock Incentive Plan | Management | For | Against |
| 8 | Approval of the Employee Stock Purchase Plan | Management | For | For |
| 9 | Ratification of Auditor | Management | For | For |
| TEREX CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TEX Security ID: 880779103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Paula Cholmondeley | Management | For | For |
| 2 | Elect Don DeFosset | Management | For | For |
| 3 | Elect John L. Garrison Jr. | Management | For | For |
| 4 | Elect Thomas J. Hansen | Management | For | For |
| 5 | Elect Sandie O'Connor | Management | For | For |
| 6 | Elect Christopher Rossi | Management | For | For |
| 7 | Elect Andra Rush | Management | For | For |
| 8 | Elect David A. Sachs | Management | For | For |
| 9 | Advisory Vote on Executive Compensation | Management | For | For |
| 10 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 11 | Ratification of Auditor | Management | For | For |
| TESLA, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TSLA Security ID: 88160R101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Elon Musk | Management | For | Against |
| 2 | Elect Robyn M. Denholm | Management | For | For |
| 3 | Elect J.B. Straubel | Management | For | Against |
| 4 | Advisory Vote on Executive Compensation | Management | For | For |
| 5 | Frequency of Advisory Vote on Executive Compensation | Management | 3 Years | 1 Year |
| 6 | Ratification of Auditor | Management | For | For |
| 7 | Shareholder Proposal Regarding Key Person Risk Report | Shareholder | Against | Against |
| TEXTRON INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TXT Security ID: 883203101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Richard F. Ambrose | Management | For | For |
| 2 | Elect Kathleen M. Bader | Management | For | For |
| 3 | Elect R. Kerry Clark | Management | For | For |
| 4 | Elect Scott C. Donnelly | Management | For | For |
| 5 | Elect Deborah Lee James | Management | For | For |
| 6 | Elect Thomas A. Kennedy | Management | For | For |
| 7 | Elect Lionel L. Nowell, III | Management | For | For |
| 8 | Elect James L. Ziemer | Management | For | For |
| 9 | Elect Maria T. Zuber | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Ratification of Auditor | Management | For | For |
| THE AES CORPORATION Meeting Date: APR 20, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AES Security ID: 00130H105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Janet G. Davidson | Management | For | For |
| 2 | Elect Andres R. Gluski | Management | For | For |
| 3 | Elect Tarun Khanna | Management | For | For |
| 4 | Elect Holly K. Koeppel | Management | For | For |
| 5 | Elect Julia M. Laulis | Management | For | For |
| 6 | Elect Alain Monie | Management | For | For |
| 7 | Elect John B. Morse, Jr. | Management | For | For |
| 8 | Elect Moises Naim | Management | For | For |
| 9 | Elect Teresa M. Sebastian | Management | For | For |
| 10 | Elect Maura Shaughnessy | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| THE ALLSTATE CORPORATION Meeting Date: MAY 23, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ALL Security ID: 020002101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Donald E. Brown | Management | For | For |
| 2 | Elect Kermit R. Crawford | Management | For | For |
| 3 | Elect Richard T. Hume | Management | For | For |
| 4 | Elect Margaret M. Keane | Management | For | For |
| 5 | Elect Siddharth N. Mehta | Management | For | For |
| 6 | Elect Jacques P. Perold | Management | For | For |
| 7 | Elect Andrea Redmond | Management | For | For |
| 8 | Elect Gregg M. Sherrill | Management | For | For |
| 9 | Elect Judith A. Sprieser | Management | For | For |
| 10 | Elect Perry M. Traquina | Management | For | For |
| 11 | Elect Monica Turner | Management | For | For |
| 12 | Elect Thomas J. Wilson | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| THE BANK OF NEW YORK MELLON CORPORATION Meeting Date: APR 12, 2023 Record Date: FEB 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BK Security ID: 064058100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Linda Z. Cook | Management | For | For |
| 2 | Elect Joseph J. Echevarria | Management | For | For |
| 3 | Elect M. Amy Gilliland | Management | For | For |
| 4 | Elect Jeffrey A. Goldstein | Management | For | For |
| 5 | Elect K. Guru Gowrappan | Management | For | For |
| 6 | Elect Ralph Izzo | Management | For | For |
| 7 | Elect Sandie O'Connor | Management | For | For |
| 8 | Elect Elizabeth E. Robinson | Management | For | For |
| 9 | Elect Frederick O. Terrell | Management | For | For |
| 10 | Elect Robin A. Vince | Management | For | For |
| 11 | Elect Alfred W. Zollar | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Approval of the 2023 Long-Term Incentive Plan | Management | For | Against |
| 16 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| THE CIGNA GROUP Meeting Date: APR 26, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CI Security ID: 125523100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect David M. Cordani | Management | For | For |
| 2 | Elect William J. DeLaney | Management | For | For |
| 3 | Elect Eric J. Foss | Management | For | For |
| 4 | Elect Elder Granger | Management | For | For |
| 5 | Elect Neesha Hathi | Management | For | For |
| 6 | Elect George Kurian | Management | For | For |
| 7 | Elect Kathleen M. Mazzarella | Management | For | For |
| 8 | Elect Mark B. McClellan | Management | For | For |
| 9 | Elect Kimberly A. Ross | Management | For | For |
| 10 | Elect Eric C. Wiseman | Management | For | For |
| 11 | Elect Donna F. Zarcone | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Amendment to Allow Exculpation of Officers | Management | For | For |
| 16 | Shareholder Proposal Regarding Right to Call Special Meetings | Shareholder | Against | For |
| 17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | Shareholder | Against | Against |
| THE COCA-COLA COMPANY Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KO Security ID: 191216100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Herbert A. Allen, III | Management | For | For |
| 2 | Elect Marc Bolland | Management | For | For |
| 3 | Elect Ana Patricia Botin-Sanz de Sautuola y O'Shea | Management | For | For |
| 4 | Elect Christopher C. Davis | Management | For | For |
| 5 | Elect Barry Diller | Management | For | Against |
| 6 | Elect Carolyn N. Everson | Management | For | For |
| 7 | Elect Helene D. Gayle | Management | For | For |
| 8 | Elect Alexis M. Herman | Management | For | For |
| 9 | Elect Maria Elena Lagomasino | Management | For | For |
| 10 | Elect Amity Millhiser | Management | For | For |
| 11 | Elect James Quincey | Management | For | For |
| 12 | Elect Caroline J. Tsay | Management | For | For |
| 13 | Elect David B. Weinberg | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| 17 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | Shareholder | Against | Against |
| THE GOLDMAN SACHS GROUP, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GS Security ID: 38141G104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect M. Michele Burns | Management | For | For |
| 2 | Elect Mark Flaherty | Management | For | For |
| 3 | Elect Kimberley Harris | Management | For | For |
| 4 | Elect Kevin R. Johnson | Management | For | For |
| 5 | Elect Ellen J. Kullman | Management | For | For |
| 6 | Elect Lakshmi N. Mittal | Management | For | Against |
| 7 | Elect Adebayo O. Ogunlesi | Management | For | For |
| 8 | Elect Peter Oppenheimer | Management | For | For |
| 9 | Elect David M. Solomon | Management | For | For |
| 10 | Elect Jan E. Tighe | Management | For | For |
| 11 | Elect Jessica Uhl | Management | For | For |
| 12 | Elect David A. Viniar | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| 17 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 18 | Shareholder Proposal Regarding Third-Party Review for Congruency of China-focused ETFs | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding a Racial Equity Audit | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | Shareholder | Against | Against |
| 22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | Shareholder | Against | Against |
| 23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | Shareholder | Against | Against |
| THE HARTFORD FINANCIAL SERVICES GROUP, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HIG Security ID: 416515104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Larry D. De Shon | Management | For | For |
| 2 | Elect Carlos Dominguez | Management | For | For |
| 3 | Elect Trevor Fetter | Management | For | For |
| 4 | Elect Donna A. James | Management | For | For |
| 5 | Elect Kathryn A. Mikells | Management | For | For |
| 6 | Elect Edmund Reese | Management | For | For |
| 7 | Elect Teresa W. Roseborough | Management | For | For |
| 8 | Elect Virginia P. Ruesterholz | Management | For | For |
| 9 | Elect Christopher J. Swift | Management | For | For |
| 10 | Elect Matthew E. Winter | Management | For | For |
| 11 | Elect Greig Woodring | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | Shareholder | Against | Against |
| THE HERSHEY COMPANY Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HSY Security ID: 427866108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Pamela M. Arway | Management | For | For |
| 1.2 | Elect Michele G. Buck | Management | For | For |
| 1.3 | Elect Victor L. Crawford | Management | For | For |
| 1.4 | Elect Robert M. Dutkowsky | Management | For | For |
| 1.5 | Elect Mary Kay Haben | Management | For | For |
| 1.6 | Elect James C. Katzman | Management | For | For |
| 1.7 | Elect M. Diane Koken | Management | For | For |
| 1.8 | Elect Huong Maria T. Kraus | Management | For | For |
| 1.9 | Elect Robert M. Malcolm | Management | For | For |
| 1.10 | Elect Anthony J. Palmer | Management | For | For |
| 1.11 | Elect Juan R. Perez | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 5 | Shareholder Proposal Regarding Report on Ending Child Labor | Shareholder | Against | Against |
| THE HOME DEPOT, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HD Security ID: 437076102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Gerard J. Arpey | Management | For | For |
| 2 | Elect Ari Bousbib | Management | For | For |
| 3 | Elect Jeffery H. Boyd | Management | For | For |
| 4 | Elect Gregory D. Brenneman | Management | For | For |
| 5 | Elect J. Frank Brown | Management | For | For |
| 6 | Elect Albert P. Carey | Management | For | For |
| 7 | Elect Edward P. Decker | Management | For | For |
| 8 | Elect Linda R. Gooden | Management | For | For |
| 9 | Elect Wayne M. Hewett | Management | For | For |
| 10 | Elect Manuel Kadre | Management | For | For |
| 11 | Elect Stephanie C. Linnartz | Management | For | For |
| 12 | Elect Paula Santilli | Management | For | For |
| 13 | Elect Caryn Seidman-Becker | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 17 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Public Positions on Political Speech | Shareholder | Against | Against |
| THE KROGER CO. Meeting Date: JUN 22, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KR Security ID: 501044101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Nora A. Aufreiter | Management | For | For |
| 2 | Elect Kevin M. Brown | Management | For | For |
| 3 | Elect Elaine L. Chao | Management | For | For |
| 4 | Elect Anne Gates | Management | For | For |
| 5 | Elect Karen M. Hoguet | Management | For | For |
| 6 | Elect W. Rodney McMullen | Management | For | For |
| 7 | Elect Clyde R. Moore | Management | For | For |
| 8 | Elect Ronald L. Sargent | Management | For | For |
| 9 | Elect Judith Amanda Sourry Knox | Management | For | For |
| 10 | Elect Mark S. Sutton | Management | For | For |
| 11 | Elect Ashok Vemuri | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding External Public Health Costs Created by the Sale of Tobacco Products | Shareholder | Against | Against |
| 16 | Shareholder Proposal Regarding Charitable Contributions Disclosure | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Report on Plastics | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding EEO Policy Risk Report | Shareholder | Against | Against |
| THE PROCTER & GAMBLE COMPANY Meeting Date: OCT 11, 2022 Record Date: AUG 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PG Security ID: 742718109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect B. Marc Allen | Management | For | For |
| 2 | Elect Angela F. Braly | Management | For | For |
| 3 | Elect Amy L. Chang | Management | For | For |
| 4 | Elect Joseph Jimenez | Management | For | For |
| 5 | Elect Christopher Kempczinski | Management | For | For |
| 6 | Elect Debra L. Lee | Management | For | For |
| 7 | Elect Terry J. Lundgren | Management | For | For |
| 8 | Elect Christine M. McCarthy | Management | For | For |
| 9 | Elect Jon R. Moeller | Management | For | For |
| 10 | Elect Rajesh Subramaniam | Management | For | For |
| 11 | Elect Patricia A. Woertz | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| THE PROGRESSIVE CORPORATION Meeting Date: MAY 12, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGR Security ID: 743315103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Danelle M. Barrett | Management | For | For |
| 2 | Elect Philip F. Bleser | Management | For | For |
| 3 | Elect Stuart B. Burgdoerfer | Management | For | For |
| 4 | Elect Pamela J. Craig | Management | For | For |
| 5 | Elect Charles A. Davis | Management | For | For |
| 6 | Elect Roger N. Farah | Management | For | For |
| 7 | Elect Lawton W. Fitt | Management | For | For |
| 8 | Elect Susan Patricia Griffith | Management | For | For |
| 9 | Elect Devin C. Johnson | Management | For | For |
| 10 | Elect Jeffrey D. Kelly | Management | For | For |
| 11 | Elect Barbara R. Snyder | Management | For | For |
| 12 | Elect Kahina Van Dyke | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| THE SHERWIN-WILLIAMS COMPANY Meeting Date: APR 19, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SHW Security ID: 824348106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Kerrii B. Anderson | Management | For | For |
| 2 | Elect Arthur F. Anton | Management | For | For |
| 3 | Elect Jeff M. Fettig | Management | For | For |
| 4 | Elect John G. Morikis | Management | For | For |
| 5 | Elect Christine A. Poon | Management | For | For |
| 6 | Elect Aaron M. Powell | Management | For | For |
| 7 | Elect Marta R. Stewart | Management | For | For |
| 8 | Elect Michael H. Thaman | Management | For | For |
| 9 | Elect Matthew Thornton III | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Ratification of Auditor | Management | For | For |
| THE TJX COMPANIES, INC. Meeting Date: JUN 06, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TJX Security ID: 872540109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jose B. Alvarez | Management | For | For |
| 2 | Elect Alan M. Bennett | Management | For | For |
| 3 | Elect Rosemary T. Berkery | Management | For | For |
| 4 | Elect David T. Ching | Management | For | For |
| 5 | Elect C. Kim Goodwin | Management | For | For |
| 6 | Elect Ernie Herrman | Management | For | For |
| 7 | Elect Amy B. Lane | Management | For | For |
| 8 | Elect Carol Meyrowitz | Management | For | For |
| 9 | Elect Jackwyn L. Nemerov | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Shareholder Proposal Regarding Report on Supply Chain Due Diligence | Shareholder | Against | Against |
| 14 | Shareholder Proposal Regarding Report on Human Rights Risks from Supply Chain Employee Misclassification | Shareholder | Against | Against |
| 15 | Shareholder Proposal Regarding Paid Sick Leave | Shareholder | Against | For |
| THE WALT DISNEY COMPANY Meeting Date: APR 03, 2023 Record Date: FEB 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DIS Security ID: 254687106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Mary T. Barra | Management | For | For |
| 2 | Elect Safra A. Catz | Management | For | For |
| 3 | Elect Amy L. Chang | Management | For | For |
| 4 | Elect Francis A. deSouza | Management | For | For |
| 5 | Elect Carolyn N. Everson | Management | For | For |
| 6 | Elect Michael B.G. Froman | Management | For | For |
| 7 | Elect Robert A. Iger | Management | For | For |
| 8 | Elect Maria Elena Lagomasino | Management | For | For |
| 9 | Elect Calvin R. McDonald | Management | For | For |
| 10 | Elect Mark G. Parker | Management | For | For |
| 11 | Elect Derica W. Rice | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Shareholder Proposal Regarding Report on Corporate Operations with China | Shareholder | Against | Against |
| 16 | Shareholder Proposal Regarding Charitable Contributions Disclosure | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | Shareholder | Against | For |
| THERMO FISHER SCIENTIFIC INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TMO Security ID: 883556102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Marc N. Casper | Management | For | For |
| 2 | Elect Nelson J. Chai | Management | For | For |
| 3 | Elect Ruby R. Chandy | Management | For | For |
| 4 | Elect C. Martin Harris | Management | For | For |
| 5 | Elect Tyler Jacks | Management | For | For |
| 6 | Elect R. Alexandra Keith | Management | For | For |
| 7 | Elect James C. Mullen | Management | For | For |
| 8 | Elect Lars R. Sorensen | Management | For | For |
| 9 | Elect Debora L. Spar | Management | For | For |
| 10 | Elect Scott M. Sperling | Management | For | For |
| 11 | Elect Dion J. Weisler | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Amendment to the 2013 Stock Incentive Plan | Management | For | For |
| 16 | Approval of the 2023 Employee Stock Purchase Plan | Management | For | For |
| TRUIST FINANCIAL CORPORATION Meeting Date: APR 25, 2023 Record Date: FEB 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TFC Security ID: 89832Q109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jennifer S. Banner | Management | For | For |
| 2 | Elect K. David Boyer, Jr. | Management | For | For |
| 3 | Elect Agnes Bundy Scanlan | Management | For | For |
| 4 | Elect Anna R. Cablik | Management | For | For |
| 5 | Elect Dallas S. Clement | Management | For | For |
| 6 | Elect Paul D. Donahue | Management | For | For |
| 7 | Elect Patrick C. Graney III | Management | For | For |
| 8 | Elect Linnie M. Haynesworth | Management | For | For |
| 9 | Elect Kelly S. King | Management | For | For |
| 10 | Elect Easter A. Maynard | Management | For | For |
| 11 | Elect Donna S. Morea | Management | For | For |
| 12 | Elect Charles A. Patton | Management | For | For |
| 13 | Elect Nido R. Qubein | Management | For | For |
| 14 | Elect David M. Ratcliffe | Management | For | For |
| 15 | Elect William H. Rogers, Jr. | Management | For | For |
| 16 | Elect Frank P. Scruggs, Jr. | Management | For | For |
| 17 | Elect Christine Sears | Management | For | For |
| 18 | Elect Thomas E. Skains | Management | For | For |
| 19 | Elect Bruce L. Tanner | Management | For | For |
| 20 | Elect Thomas N. Thompson | Management | For | For |
| 21 | Elect Steven C. Voorhees | Management | For | For |
| 22 | Ratification of Auditor | Management | For | For |
| 23 | Advisory Vote on Executive Compensation | Management | For | Against |
| 24 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 25 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| TYSON FOODS, INC. Meeting Date: FEB 09, 2023 Record Date: DEC 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TSN Security ID: 902494103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect John H. Tyson | Management | For | For |
| 2 | Elect Les R. Baledge | Management | For | For |
| 3 | Elect Mike D. Beebe | Management | For | For |
| 4 | Elect Maria Claudia Borras | Management | For | For |
| 5 | Elect David J. Bronczek | Management | For | For |
| 6 | Elect Mikel A. Durham | Management | For | For |
| 7 | Elect Donnie King | Management | For | For |
| 8 | Elect Jonathan D. Mariner | Management | For | For |
| 9 | Elect Kevin M. McNamara | Management | For | For |
| 10 | Elect Cheryl S. Miller | Management | For | For |
| 11 | Elect Jeffrey K. Schomburger | Management | For | For |
| 12 | Elect Barbara A. Tyson | Management | For | For |
| 13 | Elect Noel White | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Frequency of Advisory Vote on Executive Compensation | Management | 3 Years | 1 Year |
| 17 | Amendment to the 2000 Stock Incentive Plan | Management | For | For |
| 18 | Shareholder Proposal Regarding Policy on Use of Antibiotics in the Supply Chain | Shareholder | Against | Against |
| U.S. SILICA HOLDINGS, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SLCA Security ID: 90346E103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Peter Bernard | Management | For | For |
| 2 | Elect Diane K. Duren | Management | For | For |
| 3 | Elect William J. Kacal | Management | For | For |
| 4 | Elect Sandra R. Rogers | Management | For | For |
| 5 | Elect Charles W. Shaver | Management | For | For |
| 6 | Elect Bryan A. Shinn | Management | For | For |
| 7 | Advisory Vote on Executive Compensation | Management | For | For |
| 8 | Ratification of Auditor | Management | For | For |
| 9 | Amendment to the 2011 Incentive Compensation Plan | Management | For | For |
| UBER TECHNOLOGIES, INC. Meeting Date: MAY 08, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: UBER Security ID: 90353T100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Ronald D. Sugar | Management | For | For |
| 2 | Elect Revathi Advaithi | Management | For | For |
| 3 | Elect Ursula M. Burns | Management | For | Against |
| 4 | Elect Robert A. Eckert | Management | For | For |
| 5 | Elect Amanda Ginsberg | Management | For | For |
| 6 | Elect Dara Khosrowshahi | Management | For | Against |
| 7 | Elect Wan Ling Martello | Management | For | Against |
| 8 | Elect John A. Thain | Management | For | For |
| 9 | Elect David Trujillo | Management | For | For |
| 10 | Elect Alexander R. Wynaendts | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Shareholder Proposal Regarding Third-Party Audit on Driver Health and Safety | Shareholder | Against | For |
| UGI CORPORATION Meeting Date: JAN 27, 2023 Record Date: NOV 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: UGI Security ID: 902681105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Frank S. Hermance | Management | For | For |
| 2 | Elect M. Shawn Bort | Management | For | For |
| 3 | Elect Theodore A. Dosch | Management | For | For |
| 4 | Elect Alan N. Harris | Management | For | For |
| 5 | Elect Mario Longhi | Management | For | For |
| 6 | Elect William J. Marrazzo | Management | For | For |
| 7 | Elect Cindy J. Miller | Management | For | For |
| 8 | Elect Roger Perreault | Management | For | For |
| 9 | Elect Kelly A. Romano | Management | For | For |
| 10 | Elect James B. Stallings, Jr. | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Ratification of Auditor | Management | For | For |
| ULTA BEAUTY, INC. Meeting Date: JUN 01, 2023 Record Date: APR 04, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ULTA Security ID: 90384S303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Michelle L. Collins | Management | For | For |
| 2 | Elect Patricia Little | Management | For | For |
| 3 | Elect Heidi G. Petz | Management | For | For |
| 4 | Elect Michael C. Smith | Management | For | For |
| 5 | Repeal of Classified Board | Management | For | For |
| 6 | Elimination of Supermajority Requirement to Remove Directors | Management | For | For |
| 7 | Elimination of Supermajority Requirements for Amendments to Certificate of Incorporation | Management | For | For |
| 8 | Elimination of Supermajority Requirements for Amendments to Bylaws | Management | For | For |
| 9 | Ratification of Auditor | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| UNION PACIFIC CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: UNP Security ID: 907818108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect William J. DeLaney | Management | For | For |
| 2 | Elect David B. Dillon | Management | For | For |
| 3 | Elect Sheri H. Edison | Management | For | For |
| 4 | Elect Teresa M. Finley | Management | For | For |
| 5 | Elect Lance M. Fritz | Management | For | For |
| 6 | Elect Deborah C. Hopkins | Management | For | For |
| 7 | Elect Jane H. Lute | Management | For | For |
| 8 | Elect Michael R. McCarthy | Management | For | For |
| 9 | Elect Jose H. Villarreal | Management | For | For |
| 10 | Elect Christopher J. Williams | Management | For | For |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Against |
| 15 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | Shareholder | Against | For |
| 16 | Shareholder Proposal Regarding Paid Sick Leave | Shareholder | Against | Against |
| UNITED AIRLINES HOLDINGS, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: UAL Security ID: 910047109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Carolyn Corvi | Management | For | For |
| 2 | Elect Matthew Friend | Management | For | For |
| 3 | Elect Barnaby "Barney" M. Harford | Management | For | For |
| 4 | Elect Michele J. Hooper | Management | For | For |
| 5 | Elect Walter Isaacson | Management | For | For |
| 6 | Elect James A.C. Kennedy | Management | For | For |
| 7 | Elect J. Scott Kirby | Management | For | For |
| 8 | Elect Edward M. Philip | Management | For | For |
| 9 | Elect Edward L. Shapiro | Management | For | For |
| 10 | Elect Laysha Ward | Management | For | For |
| 11 | Elect James M. Whitehurst | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Amendment to the 2021 Incentive Compensation Plan | Management | For | For |
| 16 | Amendment to the Director Equity Incentive Plan | Management | For | Against |
| UNITED RENTALS, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: URI Security ID: 911363109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jose B. Alvarez | Management | For | For |
| 2 | Elect Marc A. Bruno | Management | For | For |
| 3 | Elect Larry D. De Shon | Management | For | For |
| 4 | Elect Matthew J. Flannery | Management | For | For |
| 5 | Elect Bobby J. Griffin | Management | For | For |
| 6 | Elect Kim Harris Jones | Management | For | For |
| 7 | Elect Terri L. Kelly | Management | For | For |
| 8 | Elect Michael J. Kneeland | Management | For | For |
| 9 | Elect Francisco J. Lopez-Balboa | Management | For | For |
| 10 | Elect Gracia C. Martore | Management | For | For |
| 11 | Elect Shiv Singh | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Reduce Ownership Threshold to Initiate Written Consent | Management | For | For |
| 16 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | Shareholder | Against | Against |
| UNITEDHEALTH GROUP INCORPORATED Meeting Date: JUN 05, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: UNH Security ID: 91324P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Timothy P. Flynn | Management | For | For |
| 2 | Elect Paul R. Garcia | Management | For | For |
| 3 | Elect Kristen Gil | Management | For | For |
| 4 | Elect Stephen J. Hemsley | Management | For | For |
| 5 | Elect Michele J. Hooper | Management | For | For |
| 6 | Elect F. William McNabb, III | Management | For | For |
| 7 | Elect Valerie C. Montgomery Rice | Management | For | For |
| 8 | Elect John H. Noseworthy | Management | For | For |
| 9 | Elect Andrew Witty | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | For |
| 14 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | Shareholder | Against | Against |
| 15 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | For |
| VALERO ENERGY CORPORATION Meeting Date: MAY 09, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VLO Security ID: 91913Y100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Fred M. Diaz | Management | For | For |
| 2 | Elect H. Paulett Eberhart | Management | For | For |
| 3 | Elect Marie A. Ffolkes | Management | For | For |
| 4 | Elect Joseph W. Gorder | Management | For | For |
| 5 | Elect Kimberly S. Greene | Management | For | For |
| 6 | Elect Deborah P. Majoras | Management | For | For |
| 7 | Elect Eric D. Mullins | Management | For | For |
| 8 | Elect Donald L. Nickles | Management | For | For |
| 9 | Elect Robert A. Profusek | Management | For | For |
| 10 | Elect Randall J. Weisenburger | Management | For | For |
| 11 | Elect Rayford Wilkins Jr. | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Shareholder Proposal Regarding Report on Climate Transition Plan and GHG Targets | Shareholder | Against | For |
| 16 | Shareholder Proposal Regarding a Racial Equity Audit | Shareholder | Against | Against |
| VENTAS, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VTR Security ID: 92276F100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Melody C. Barnes | Management | For | For |
| 2 | Elect Debra A. Cafaro | Management | For | For |
| 3 | Elect Michael J. Embler | Management | For | For |
| 4 | Elect Matthew J. Lustig | Management | For | For |
| 5 | Elect Roxanne M. Martino | Management | For | For |
| 6 | Elect Marguerite M. Nader | Management | For | For |
| 7 | Elect Sean Nolan | Management | For | For |
| 8 | Elect Walter C. Rakowich | Management | For | For |
| 9 | Elect Sumit Roy | Management | For | For |
| 10 | Elect James D. Shelton | Management | For | For |
| 11 | Elect Maurice Smith | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| VERITIV CORPORATION Meeting Date: MAY 03, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VRTV Security ID: 923454102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Salvatore A. Abbate | Management | For | For |
| 2 | Elect Autumn R. Bayles | Management | For | For |
| 3 | Elect Shantella E. Cooper | Management | For | For |
| 4 | Elect David E. Flitman | Management | For | For |
| 5 | Elect Tracy A. Leinbach | Management | For | For |
| 6 | Elect Stephen E. Macadam | Management | For | For |
| 7 | Elect Gregory B. Morrison | Management | For | For |
| 8 | Elect Michael P. Muldowney | Management | For | For |
| 9 | Elect Charles G. Ward III | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Amendment to Allow Exculpation of Officers | Management | For | For |
| VERTEX PHARMACEUTICALS INCORPORATED Meeting Date: MAY 17, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VRTX Security ID: 92532F100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Sangeeta N. Bhatia | Management | For | For |
| 2 | Elect Lloyd A. Carney | Management | For | For |
| 3 | Elect Alan M. Garber | Management | For | For |
| 4 | Elect Terrence C. Kearney | Management | For | For |
| 5 | Elect Reshma Kewalramani | Management | For | For |
| 6 | Elect Jeffrey M. Leiden | Management | For | For |
| 7 | Elect Diana L. McKenzie | Management | For | For |
| 8 | Elect Bruce I. Sachs | Management | For | For |
| 9 | Elect Suketu Upadhyay | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| VIRTU FINANCIAL, INC. Meeting Date: JUN 13, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VIRT Security ID: 928254101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Douglas A. Cifu | Management | For | For |
| 1.2 | Elect Joseph Grano, Jr. | Management | For | For |
| 1.3 | Elect Joanne M. Minieri | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | Against |
| 3 | Ratification of Auditor | Management | For | For |
| 4 | Amendment to Articles to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| VISA INC. Meeting Date: JAN 24, 2023 Record Date: NOV 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: V Security ID: 92826C839 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Lloyd A. Carney | Management | For | Against |
| 2 | Elect Kermit R. Crawford | Management | For | For |
| 3 | Elect Francisco Javier Fernandez-Carbajal | Management | For | For |
| 4 | Elect Alfred F. Kelly, Jr. | Management | For | For |
| 5 | Elect Ramon L. Laguarta | Management | For | For |
| 6 | Elect Teri L. List | Management | For | For |
| 7 | Elect John F. Lundgren | Management | For | For |
| 8 | Elect Denise M. Morrison | Management | For | For |
| 9 | Elect Linda Rendle | Management | For | For |
| 10 | Elect Maynard G. Webb | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| VISTRA CORP. Meeting Date: MAY 02, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VST Security ID: 92840M102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Scott B. Helm | Management | For | For |
| 2 | Elect Hilary E. Ackermann | Management | For | For |
| 3 | Elect Arcilia C. Acosta | Management | For | For |
| 4 | Elect Gavin R. Baiera | Management | For | Against |
| 5 | Elect Paul M. Barbas | Management | For | For |
| 6 | Elect James A. Burke | Management | For | For |
| 7 | Elect Lisa Crutchfield | Management | For | For |
| 8 | Elect Brian K. Ferraioli | Management | For | For |
| 9 | Elect Jeff D. Hunter | Management | For | For |
| 10 | Elect Julie Lagacy | Management | For | For |
| 11 | Elect John R. Sult | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Ratification of Auditor | Management | For | For |
| VULCAN MATERIALS COMPANY Meeting Date: MAY 12, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VMC Security ID: 929160109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Melissa H. Anderson | Management | For | For |
| 2 | Elect O. B. Grayson Hall, Jr. | Management | For | For |
| 3 | Elect Lydia H. Kennard | Management | For | For |
| 4 | Elect James T. Prokopanko | Management | For | For |
| 5 | Elect George Willis | Management | For | For |
| 6 | Advisory Vote on Executive Compensation | Management | For | For |
| 7 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 8 | Ratification of Auditor | Management | For | For |
| W.W. GRAINGER, INC. Meeting Date: APR 26, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GWW Security ID: 384802104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Rodney C. Adkins | Management | For | For |
| 2 | Elect V. Ann Hailey | Management | For | For |
| 3 | Elect Katherine D. Jaspon | Management | For | For |
| 4 | Elect Stuart L. Levenick | Management | For | For |
| 5 | Elect D. G. Macpherson | Management | For | For |
| 6 | Elect Neil S. Novich | Management | For | For |
| 7 | Elect Beatriz R. Perez | Management | For | For |
| 8 | Elect E. Scott Santi | Management | For | For |
| 9 | Elect Susan Slavik Williams | Management | For | For |
| 10 | Elect Lucas E. Watson | Management | For | For |
| 11 | Elect Steven A. White | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| WALMART INC. Meeting Date: MAY 31, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WMT Security ID: 931142103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Cesar Conde | Management | For | For |
| 2 | Elect Timothy P. Flynn | Management | For | For |
| 3 | Elect Sarah J. Friar | Management | For | For |
| 4 | Elect Carla A. Harris | Management | For | For |
| 5 | Elect Thomas W. Horton | Management | For | For |
| 6 | Elect Marissa A. Mayer | Management | For | For |
| 7 | Elect C. Douglas McMillon | Management | For | Against |
| 8 | Elect Gregory B. Penner | Management | For | Against |
| 9 | Elect Randall L. Stephenson | Management | For | For |
| 10 | Elect S. Robson Walton | Management | For | Against |
| 11 | Elect Steuart L. Walton | Management | For | Against |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | Shareholder | Against | Against |
| 16 | Shareholder Proposal Regarding Human Rights Due Diligence Process Report | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | For |
| 18 | Shareholder Proposal Regarding Racial and Gender Layoff Diversity Report | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | Shareholder | Against | For |
| 20 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Report on Corporate Operations with China | Shareholder | Against | Against |
| 22 | Shareholder Proposal Regarding Third-Party Audit of Policies on Workplace Safety and Violence | Shareholder | Against | For |
| WELLS FARGO & COMPANY Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WFC Security ID: 949746101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Steven D. Black | Management | For | For |
| 2 | Elect Mark A. Chancy | Management | For | For |
| 3 | Elect Celeste A. Clark | Management | For | For |
| 4 | Elect Theodore F. Craver, Jr. | Management | For | For |
| 5 | Elect Richard K. Davis | Management | For | For |
| 6 | Elect Wayne M. Hewett | Management | For | For |
| 7 | Elect CeCelia Morken | Management | For | For |
| 8 | Elect Maria R. Morris | Management | For | For |
| 9 | Elect Felicia F. Norwood | Management | For | For |
| 10 | Elect Richard B. Payne, Jr. | Management | For | For |
| 11 | Elect Ronald L. Sargent | Management | For | For |
| 12 | Elect Charles W. Scharf | Management | For | For |
| 13 | Elect Suzanne M. Vautrinot | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| 17 | Shareholder Proposal Regarding Simple Majority Vote | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | Shareholder | Against | Against |
| 22 | Shareholder Proposal Regarding Report on Harassment and Discrimination | Shareholder | Against | For |
| 23 | Shareholder Proposal Regarding Policy on Freedom of Association | Shareholder | Against | For |
| WESCO INTERNATIONAL, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WCC Security ID: 95082P105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect John J. Engel | Management | For | For |
| 1.2 | Elect Anne M. Cooney | Management | For | For |
| 1.3 | Elect Matthew J. Espe | Management | For | For |
| 1.4 | Elect Bobby J. Griffin | Management | For | For |
| 1.5 | Elect Sundaram Nagarajan | Management | For | For |
| 1.6 | Elect Steven A. Raymund | Management | For | For |
| 1.7 | Elect James L. Singleton | Management | For | For |
| 1.8 | Elect Easwaran Sundaram | Management | For | For |
| 1.9 | Elect Laura K. Thompson | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | For |
| 3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 4 | Ratification of Auditor | Management | For | For |
| WESTROCK COMPANY Meeting Date: JAN 27, 2023 Record Date: DEC 05, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WRK Security ID: 96145D105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Colleen F. Arnold | Management | For | Against |
| 2 | Elect Timothy J. Bernlohr | Management | For | Against |
| 3 | Elect J. Powell Brown | Management | For | For |
| 4 | Elect Terrell K. Crews | Management | For | For |
| 5 | Elect Russell M. Currey | Management | For | For |
| 6 | Elect Suzan F. Harrison | Management | For | For |
| 7 | Elect Gracia C. Martore | Management | For | For |
| 8 | Elect James E. Nevels | Management | For | Against |
| 9 | Elect E. Jean Savage | Management | For | For |
| 10 | Elect David B. Sewell | Management | For | For |
| 11 | Elect Dmitri L. Stockton | Management | For | For |
| 12 | Elect Alan D. Wilson | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| WEYERHAEUSER COMPANY Meeting Date: MAY 12, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WY Security ID: 962166104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Mark A. Emmert | Management | For | For |
| 2 | Elect Rick R. Holley | Management | For | For |
| 3 | Elect Sara G. Lewis | Management | For | For |
| 4 | Elect Deidra C. Merriwether | Management | For | For |
| 5 | Elect Al Monaco | Management | For | For |
| 6 | Elect Nicole W. Piasecki | Management | For | For |
| 7 | Elect Lawrence A. Selzer | Management | For | For |
| 8 | Elect Devin W. Stockfish | Management | For | For |
| 9 | Elect Kim Williams | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Ratification of Auditor | Management | For | For |
| YUM BRANDS INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: YUM Security ID: 988498101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Paget L. Alves | Management | For | For |
| 2 | Elect Keith Barr | Management | For | For |
| 3 | Elect Christopher M. Connor | Management | For | For |
| 4 | Elect Brian C. Cornell | Management | For | For |
| 5 | Elect Tanya L. Domier | Management | For | For |
| 6 | Elect David W. Gibbs | Management | For | For |
| 7 | Elect Mirian M. Graddick-Weir | Management | For | For |
| 8 | Elect Thomas C. Nelson | Management | For | For |
| 9 | Elect P. Justin Skala | Management | For | For |
| 10 | Elect Annie A. Young-Scrivner | Management | For | For |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Shareholder Proposal Regarding Report on Plastics | Shareholder | Against | Against |
| 15 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| 16 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Paid Sick Leave | Shareholder | Against | For |
| ZIMMER BIOMET HOLDINGS, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ZBH Security ID: 98956P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Christopher B. Begley | Management | For | For |
| 2 | Elect Betsy J. Bernard | Management | For | For |
| 3 | Elect Michael J. Farrell | Management | For | Against |
| 4 | Elect Robert A. Hagemann | Management | For | For |
| 5 | Elect Bryan C. Hanson | Management | For | For |
| 6 | Elect Arthur J. Higgins | Management | For | Against |
| 7 | Elect Maria Teresa Hilado | Management | For | For |
| 8 | Elect Syed Jafry | Management | For | Against |
| 9 | Elect Sreelakshmi Kolli | Management | For | For |
| 10 | Elect Michael W. Michelson | Management | For | Against |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
PGIM Real Estate Income Fund - Subadviser: PGIM Real Estate, a business unit of PGIM Inc.
| AGREE REALTY CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ADC Security ID: 008492100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Merrie Frankel | Management | For | For |
| 1.2 | Elect John Rakolta, Jr. | Management | For | For |
| 1.3 | Elect Jerome Rossi | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| APPLE HOSPITALITY REIT, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: APLE Security ID: 03784Y200 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Glenn W. Bunting | Management | For | For |
| 1.2 | Elect Jon A. Fosheim | Management | For | For |
| 1.3 | Elect Kristian M. Gathright | Management | For | For |
| 1.4 | Elect Carolyn B. Handlon | Management | For | For |
| 1.5 | Elect Glade M. Knight | Management | For | For |
| 1.6 | Elect Justin G. Knight | Management | For | For |
| 1.7 | Elect Blythe J. McGarvie | Management | For | For |
| 1.8 | Elect L. Hugh Redd | Management | For | For |
| 1.9 | Elect Howard E. Woolley | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| BRIXMOR PROPERTY GROUP INC. Meeting Date: APR 26, 2023 Record Date: FEB 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BRX Security ID: 11120U105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect James M. Taylor Jr. | Management | For | For |
| 2 | Elect Michael Berman | Management | For | For |
| 3 | Elect Julie Bowerman | Management | For | For |
| 4 | Elect Sheryl M. Crosland | Management | For | For |
| 5 | Elect Thomas W. Dickson | Management | For | For |
| 6 | Elect Daniel B. Hurwitz | Management | For | For |
| 7 | Elect Sandra A.J. Lawrence | Management | For | For |
| 8 | Elect William D. Rahm | Management | For | For |
| 9 | Ratification of Auditor | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| CAPITALAND ASCENDAS REAL ESTATE INVESTMENT TRUST Meeting Date: APR 28, 2023 Record Date: APR 26, 2023 Meeting Type: ANNUAL | ||||
| Ticker: A17U Security ID: Y0205X103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Accounts and Reports | Management | For | For |
| 3 | Appointment of Auditor and Authority to Set Fees | Management | For | For |
| 4 | Authority to Issue Units w/ or w/o Preemptive Rights | Management | For | For |
| 5 | Authority to Repurchase Units | Management | For | For |
| CHARTWELL RETIREMENT RESIDENCES Meeting Date: MAY 18, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CSH.UN Security ID: 16141A103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Elect V. Ann Davis | Management | For | For |
| 3 | Elect James Scarlett | Management | For | For |
| 4 | Elect Huw Thomas | Management | For | For |
| 5 | Elect Valerie Pisano | Management | For | For |
| 6 | Elect Sharon Sallows | Management | For | For |
| 7 | Elect Gary Whitelaw | Management | For | For |
| 8 | Elect W. Brent Binions | Management | For | For |
| 9 | Elect V. Ann Davis | Management | For | For |
| 10 | Elect Valerie Pisano | Management | For | For |
| 11 | Elect Sharon Sallows | Management | For | For |
| 12 | Elect James Scarlett | Management | For | For |
| 13 | Elect Huw Thomas | Management | For | For |
| 14 | Elect Vlad Volodarski | Management | For | For |
| 15 | Elect Gary Whitelaw | Management | For | For |
| 16 | Appointment of Auditor and Authority to Set Fees | Management | For | For |
| 17 | Advisory Vote on Executive Compensation | Management | For | For |
| COMMUNITY HEALTHCARE TRUST INCORPORATED Meeting Date: MAY 04, 2023 Record Date: MAR 02, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHCT Security ID: 20369C106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Cathrine Cotman | Management | For | For |
| 1.2 | Elect David Dupuy | Management | For | For |
| 1.3 | Elect Alan Gardner | Management | For | For |
| 1.4 | Elect Claire Gulmi | Management | For | For |
| 1.5 | Elect Robert Z. Hensley | Management | For | For |
| 1.6 | Elect R. Lawrence Van Horn | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | For |
| 3 | Ratification of Auditor | Management | For | For |
| CUBESMART Meeting Date: MAY 16, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CUBE Security ID: 229663109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Piero Bussani | Management | For | For |
| 1.2 | Elect Jit Kee Chin | Management | For | For |
| 1.3 | Elect Dorothy Dowling | Management | For | For |
| 1.4 | Elect John W. Fain | Management | For | For |
| 1.5 | Elect Jair K. Lynch | Management | For | For |
| 1.6 | Elect Christopher P. Marr | Management | For | For |
| 1.7 | Elect Deborah Ratner Salzberg | Management | For | For |
| 1.8 | Elect John F. Remondi | Management | For | For |
| 1.9 | Elect Jeffrey F. Rogatz | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| DIGITAL REALTY TRUST, INC. Meeting Date: JUN 08, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DLR Security ID: 253868103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Alexis Black Bjorlin | Management | For | For |
| 2 | Elect VeraLinn Jamieson | Management | For | For |
| 3 | Elect Kevin J. Kennedy | Management | For | For |
| 4 | Elect William G. LaPerch | Management | For | For |
| 5 | Elect Jean F.H.P. Mandeville | Management | For | For |
| 6 | Elect Afshin Mohebbi | Management | For | For |
| 7 | Elect Mark R. Patterson | Management | For | For |
| 8 | Elect Mary Hogan Preusse | Management | For | For |
| 9 | Elect Andrew P. Power | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Shareholder Proposal Regarding Concealment Clauses | Shareholder | Against | Abstain |
| 14 | Shareholder Proposal Regarding Report on Racism in Company Culture | Shareholder | Against | Against |
| EQUITY RESIDENTIAL Meeting Date: JUN 15, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EQR Security ID: 29476L107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Angela M. Aman | Management | For | For |
| 1.2 | Elect Linda Walker Bynoe | Management | For | For |
| 1.3 | Elect Mary Kay Haben | Management | For | For |
| 1.4 | Elect Tahsinul Zia Huque | Management | For | For |
| 1.5 | Elect John E. Neal | Management | For | For |
| 1.6 | Elect David J. Neithercut | Management | For | For |
| 1.7 | Elect Mark J. Parrell | Management | For | For |
| 1.8 | Elect Mark S. Shapiro | Management | For | For |
| 1.9 | Elect Stephen E. Sterrett | Management | For | For |
| 1.10 | Elect Samuel Zell | Management | For | Withhold |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| ESSENTIAL PROPERTIES REALTY TRUST, INC. Meeting Date: MAY 15, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EPRT Security ID: 29670E107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Paul T. Bossidy | Management | For | For |
| 2 | Elect Joyce DeLucca | Management | For | For |
| 3 | Elect Scott A. Estes | Management | For | For |
| 4 | Elect Peter M. Mavoides | Management | For | For |
| 5 | Elect Lawrence J. Minich | Management | For | For |
| 6 | Elect Heather L. Neary | Management | For | For |
| 7 | Elect Stephen D. Sautel | Management | For | For |
| 8 | Elect Janaki Sivanesan | Management | For | For |
| 9 | Advisory Vote on Executive Compensation | Management | For | For |
| 10 | Approval of the 2023 Incentive Plan | Management | For | Against |
| 11 | Ratification of Auditor | Management | For | For |
| ESSEX PROPERTY TRUST, INC. Meeting Date: MAY 09, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ESS Security ID: 297178105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Keith R. Guericke | Management | For | For |
| 2 | Elect Maria R. Hawthorne | Management | For | For |
| 3 | Elect Amal M. Johnson | Management | For | For |
| 4 | Elect Mary Kasaris | Management | For | For |
| 5 | Elect Angela L. Kleiman | Management | For | For |
| 6 | Elect Irving F. Lyons, III | Management | For | For |
| 7 | Elect George M. Marcus | Management | For | Against |
| 8 | Elect Thomas E. Robinson | Management | For | For |
| 9 | Elect Michael J. Schall | Management | For | For |
| 10 | Elect Byron A. Scordelis | Management | For | For |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation-ONE (1) YEAR | Management | 1 Year | 1 Year |
| HEALTHCARE REALTY TRUST INCORPORATED Meeting Date: JUN 05, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HR Security ID: 42226K105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Todd J. Meredith | Management | For | For |
| 2 | Elect John V. Abbott | Management | For | For |
| 3 | Elect Nancy H. Agee | Management | For | For |
| 4 | Elect W. Bradley Blair, II | Management | For | For |
| 5 | Elect Vicki U. Booth | Management | For | For |
| 6 | Elect Edward H. Braman | Management | For | For |
| 7 | Elect Ajay Gupta | Management | For | For |
| 8 | Elect James J. Kilroy | Management | For | For |
| 9 | Elect Jay P. Leupp | Management | For | For |
| 10 | Elect Peter F. Lyle, Sr. | Management | For | For |
| 11 | Elect Constance B. Moore | Management | For | For |
| 12 | Elect John Knox Singleton | Management | For | For |
| 13 | Elect Christann M. Vasquez | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| HEALTHCARE TRUST OF AMERICA, INC. Meeting Date: JUL 15, 2022 Record Date: JUN 10, 2022 Meeting Type: SPECIAL | ||||
| Ticker: HTA Security ID: 42225P501 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issuance of Stock for Reverse Merger with Healthcare Realty | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| 3 | Right to Adjourn Meeting | Management | For | Against |
| KITE REALTY GROUP TRUST Meeting Date: MAY 10, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KRG Security ID: 49803T300 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect John A. Kite | Management | For | For |
| 2 | Elect William E. Bindley | Management | For | For |
| 3 | Elect Bonnie Biumi | Management | For | For |
| 4 | Elect Derrick Burks | Management | For | For |
| 5 | Elect Victor J. Coleman | Management | For | For |
| 6 | Elect Gerald M. Gorski | Management | For | For |
| 7 | Elect Steven P. Grimes | Management | For | For |
| 8 | Elect Christie B. Kelly | Management | For | For |
| 9 | Elect Peter L. Lynch | Management | For | For |
| 10 | Elect David R. O'Reilly | Management | For | For |
| 11 | Elect Barton R. Peterson | Management | For | For |
| 12 | Elect Charles H. Wurtzebach | Management | For | For |
| 13 | Elect Caroline L. Young | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| MIRVAC GROUP Meeting Date: NOV 18, 2022 Record Date: NOV 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MGR Security ID: Q62377108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 3 | Re-elect Jane Hewitt | Management | For | For |
| 4 | Re-elect Peter S. Nash | Management | For | For |
| 5 | Elect Damien Frawley | Management | For | For |
| 6 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 7 | Remuneration Report | Management | For | For |
| 8 | Approve Increase in NEDs' Fee Cap | Management | None | For |
| NATIONAL RETAIL PROPERTIES, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NNN Security ID: 637417106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Pamela K. M. Beall | Management | For | For |
| 2 | Elect Steven D. Cosler | Management | For | For |
| 3 | Elect David M. Fick | Management | For | For |
| 4 | Elect Edward J. Fritsch | Management | For | For |
| 5 | Elect Elizabeth C Gulacsy | Management | For | For |
| 6 | Elect Kevin B. Habicht | Management | For | For |
| 7 | Elect Betsy D. Holden | Management | For | For |
| 8 | Elect Stephen A Horn, Jr. | Management | For | For |
| 9 | Elect Kamau O. Witherspoon | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Amendment to the 2017 Performance Incentive Plan | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| NATIONAL STORAGE AFFILIATES TRUST Meeting Date: MAY 22, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NSA Security ID: 637870106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Tamara D. Fischer | Management | For | For |
| 2 | Elect Arlen D. Nordhagen | Management | For | For |
| 3 | Elect David G. Cramer | Management | For | For |
| 4 | Elect Paul W. Hylbert, Jr. | Management | For | For |
| 5 | Elect Chad L. Meisinger | Management | For | For |
| 6 | Elect Steven G. Osgood | Management | For | For |
| 7 | Elect Dominic M. Palazzo | Management | For | For |
| 8 | Elect Rebecca L. Steinfort | Management | For | For |
| 9 | Elect Mark Van Mourick | Management | For | Against |
| 10 | Elect Charles F. Wu | Management | For | For |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| NETSTREIT CORP. Meeting Date: MAY 18, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NTST Security ID: 64119V303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Mark Manheimer | Management | For | For |
| 2 | Elect Todd Minnis | Management | For | For |
| 3 | Elect Michael Christodolou | Management | For | For |
| 4 | Elect Heidi Everett | Management | For | For |
| 5 | Elect Matthew Troxell | Management | For | For |
| 6 | Elect Lori Wittman | Management | For | For |
| 7 | Elect Robin Zeigler | Management | For | For |
| 8 | Ratification of Auditor | Management | For | For |
| 9 | Advisory Vote on Executive Compensation | Management | For | For |
| NEXUS INDUSTRIAL REIT Meeting Date: MAY 12, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NXR.UN Security ID: 65344U101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Elect Floriana Cipollone | Management | For | For |
| 3 | Elect Brad Cutsey | Management | For | For |
| 4 | Elect Justine Delisle | Management | For | For |
| 5 | Elect Louie DiNunzio | Management | For | For |
| 6 | Elect Kelly Hanczyk | Management | For | For |
| 7 | Elect Ben Rodney | Management | For | For |
| 8 | Appointment of Auditor and Authority to Set Fees | Management | For | For |
| 9 | Renewal of Unit Option Plan | Management | For | For |
| 10 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| NIPPON BUILDING FUND INC. Meeting Date: MAR 14, 2023 Record Date: DEC 31, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 8951 Security ID: J52088101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amendments to Articles | Management | For | For |
| 2 | Elect Koichi Nishiyama as Executive Director | Management | For | For |
| 3 | Elect Eiichiro Onozawa | Management | For | For |
| 4 | Elect Hideki Shuto | Management | For | For |
| 5 | Elect Masaki Okada | Management | For | For |
| 6 | Elect Keiko Hayashi | Management | For | For |
| 7 | Elect Kazuhisa Kobayashi | Management | For | For |
| NOMURA REAL ESTATE MASTER FUND, INC. Meeting Date: MAY 30, 2023 Record Date: FEB 28, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 3462 Security ID: J589D3119 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amendments to Articles | Management | For | For |
| 2 | Elect Shuhei Yoshida as Executive Director | Management | For | For |
| 3 | Elect Mineo Uchiyama | Management | For | For |
| 4 | Elect Mika Okada Mika Furusawa | Management | For | For |
| 5 | Elect Toko Koyama | Management | For | For |
| OMEGA HEALTHCARE INVESTORS, INC. Meeting Date: JUN 05, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OHI Security ID: 681936100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Kapila K. Anand | Management | For | For |
| 2 | Elect Craig R. Callen | Management | For | For |
| 3 | Elect Lisa C. Egbuonu-Davis | Management | For | For |
| 4 | Elect Barbara B. Hill | Management | For | For |
| 5 | Elect Kevin J. Jacobs | Management | For | For |
| 6 | Elect C. Taylor Pickett | Management | For | For |
| 7 | Elect Stephen D. Plavin | Management | For | For |
| 8 | Elect Burke W. Whitman | Management | For | For |
| 9 | Ratification of Auditor | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Amendment to the 2018 Stock Incentive Plan | Management | For | For |
| SCENTRE GROUP Meeting Date: APR 05, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SCG Security ID: Q8351E109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Remuneration Report | Management | For | For |
| 3 | Re-elect Michael Wilkins | Management | For | For |
| 4 | Elect Stephen McCann | Management | For | For |
| 5 | Equity Grant (MD/CEO Elliott Rusanow) | Management | For | For |
| SPIRIT REALTY CAPITAL, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SRC Security ID: 84860W300 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Kevin M. Charlton | Management | For | For |
| 2 | Elect Elizabeth F. Frank | Management | For | For |
| 3 | Elect Michelle M. Frymire | Management | For | For |
| 4 | Elect Kristian M. Gathright | Management | For | For |
| 5 | Elect Richard I. Gilchrist | Management | For | For |
| 6 | Elect Jackson Hsieh | Management | For | For |
| 7 | Elect Diana M. Laing | Management | For | For |
| 8 | Elect Nicholas P. Shepherd | Management | For | For |
| 9 | Elect Thomas J. Sullivan | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| SUN HUNG KAI PROPERTIES LIMITED Meeting Date: NOV 03, 2022 Record Date: OCT 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 0016 Security ID: Y82594121 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 3 | Accounts and Reports | Management | For | For |
| 4 | Allocation of Profits/Dividends | Management | For | For |
| 5 | Elect Albert LAU Tak-yeung | Management | For | For |
| 6 | Elect Maureen FUNG Sau-yim | Management | For | For |
| 7 | Elect Robert CHAN Hong-ki | Management | For | For |
| 8 | Elect Raymond KWOK Ping Luen | Management | For | For |
| 9 | Elect Dicky Peter YIP | Management | For | For |
| 10 | Elect Richard WONG Yue Chim | Management | For | For |
| 11 | Elect William FUNG Kwok Lun | Management | For | For |
| 12 | Elect Norman LEUNG Nai Pang | Management | For | For |
| 13 | Elect Henry FAN Hung Ling | Management | For | For |
| 14 | Elect William KWAN Cheuk Yin | Management | For | For |
| 15 | Elect Christopher KWOK Kai-wang | Management | For | For |
| 16 | Elect Eric TUNG Chi-Ho | Management | For | For |
| 17 | Directors' Fees | Management | For | For |
| 18 | Appointment of Auditor and Authority to Set Fees | Management | For | For |
| 19 | Authority to Repurchase Shares | Management | For | For |
| 20 | Authority to Issue Shares w/o Preemptive Rights | Management | For | For |
| 21 | Authority to Issue Repurchased Shares | Management | For | For |
| SUPERMARKET INCOME REIT PLC Meeting Date: NOV 17, 2022 Record Date: NOV 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SUPR Security ID: G8586X105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accounts and Reports | Management | For | For |
| 2 | Remuneration Report | Management | For | For |
| 3 | Dividend Policy | Management | For | For |
| 4 | Elect Nick Hewson | Management | For | For |
| 5 | Elect Vince Prior | Management | For | For |
| 6 | Elect Jon M. Austen | Management | For | For |
| 7 | Elect Cathryn Vanderspar | Management | For | For |
| 8 | Elect Frances Davies | Management | For | For |
| 9 | Appointment of Auditor | Management | For | For |
| 10 | Authority to Set Auditor's Fees | Management | For | For |
| 11 | Continuation of Investment Trust | Management | For | For |
| 12 | Authority to Issue Shares w/ Preemptive Rights | Management | For | For |
| 13 | Authority to Issue Shares w/o Preemptive Rights | Management | For | For |
| 14 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Management | For | For |
| 15 | Authority to Repurchase Shares | Management | For | For |
| 16 | Authority to Set General Meeting Notice Period at 14 Days | Management | For | For |
| SWIRE PROPERTIES LIMITED Meeting Date: MAY 09, 2023 Record Date: MAY 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 1972 Security ID: Y83191109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 3 | Elect Lily CHENG Kai Lai | Management | For | For |
| 4 | Elect Thomas CHOI Tak Kwan | Management | For | For |
| 5 | Elect Raymond LIM Siang Keat | Management | For | For |
| 6 | Elect WU May Yihong | Management | For | Against |
| 7 | Appointment of Auditor and Authority to Set Fees | Management | For | For |
| 8 | Authority to Repurchase Shares | Management | For | For |
| 9 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Against |
| UDR, INC. Meeting Date: JUN 01, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: UDR Security ID: 902653104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Katherine A. Cattanach | Management | For | For |
| 2 | Elect Jon A. Grove | Management | For | For |
| 3 | Elect Mary Ann King | Management | For | For |
| 4 | Elect James D. Klingbeil | Management | For | For |
| 5 | Elect Clint D. McDonnough | Management | For | For |
| 6 | Elect Robert A. McNamara | Management | For | For |
| 7 | Elect Diane M. Morefield | Management | For | For |
| 8 | Elect Kevin C. Nickelberry | Management | For | For |
| 9 | Elect Mark R. Patterson | Management | For | For |
| 10 | Elect Thomas W. Toomey | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
PGIM Select Real Estate Fund - Subadviser: PGIM Real Estate, a business unit of PGIM Inc.
| AEDIFICA NV Meeting Date: JUL 28, 2022 Record Date: JUL 14, 2022 Meeting Type: SPECIAL | ||||
| Ticker: AED Security ID: B0130A108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 3 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 4 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 5 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 6 | Increase in Authorised Capital (With Preemptive Rights) | Management | For | For |
| 7 | Increase in Authorised Capital (In the Context of an Optional Dividend) | Management | For | For |
| 8 | Increase in Authorised Capital (ln the Context of a Contribution in Kind) | Management | For | For |
| 9 | Authority to Coordinate Articles | Management | For | For |
| AEDIFICA NV Meeting Date: MAY 09, 2023 Record Date: APR 25, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AED Security ID: B0130A108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 3 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 4 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 5 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 6 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 7 | Accounts and Reports | Management | For | For |
| 8 | Allocation of Dividends | Management | For | For |
| 9 | Remuneration Report | Management | For | For |
| 10 | Ratification of Serge Wibaut's Acts | Management | For | For |
| 11 | Ratification of Stefaan Gielens' Acts | Management | For | For |
| 12 | Ratification of Ingrid Daerden's Acts | Management | For | For |
| 13 | Ratification of Sven Bogaerts' Acts | Management | For | For |
| 14 | Ratification of Katrien Kesteloot's Acts | Management | For | For |
| 15 | Ratification of Elisabeth May-Roberti's Acts | Management | For | For |
| 16 | Ratification of Luc Plasman's Acts | Management | For | For |
| 17 | Ratification of Marleen Willekens' Acts | Management | For | For |
| 18 | Ratification of Charles-Antoine van Aelst's Acts | Management | For | For |
| 19 | Ratification of Pertti Huuskonen's Acts | Management | For | For |
| 20 | Ratification of Henrike Waldburg's Acts | Management | For | For |
| 21 | Ratification of Raoul Thomassen's Acts | Management | For | For |
| 22 | Ratification of Auditor Acts | Management | For | For |
| 23 | Elect Marleen Willekens to the Board of Directors | Management | For | For |
| 24 | Elect Pertti Huuskonen to the Board of Directors | Management | For | For |
| 25 | Elect Luc Plasman to the Board of Directors | Management | For | For |
| 26 | Elect Sven Bogaerts to the Board of Directors | Management | For | For |
| 27 | Elect Ingrid Daerden to the Board of Directors | Management | For | For |
| 28 | Elect Charles-Antoine van Aelst to the Board of Directors | Management | For | For |
| 29 | Directors' Fees (Pertti Huuskonen, Luc Plasman and Marleen Willekens) | Management | For | For |
| 30 | Change in Control Clause (Belfius Bank NV/SA) | Management | For | For |
| 31 | Change in Control Clause (KBC Belgium NV/SA) | Management | For | For |
| 32 | Change in Control Clause (Intesa Sanpaolo S.p.A.) | Management | For | For |
| 33 | Change in Control Clause (ING Belgium NV/SA) | Management | For | For |
| 34 | Change in Control Clause (Bank Of China [EUROPE] S.A) | Management | For | For |
| 35 | Change in Control Clause (BNP Paribas Fortis NV/SA) | Management | For | For |
| 36 | Change in Control Clause (ABN Amro Bank N.V.) | Management | For | For |
| 37 | Change in Control Clause (ING Belgium NV/SA) | Management | For | For |
| 38 | Change in Control Clause (European Investment Bank) | Management | For | For |
| 39 | Change in Control Clause (KBC Belgium N.V.) | Management | For | For |
| 40 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 41 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 42 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| AGREE REALTY CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ADC Security ID: 008492100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Merrie Frankel | Management | For | For |
| 1.2 | Elect John Rakolta, Jr. | Management | For | For |
| 1.3 | Elect Jerome Rossi | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| AMERICOLD REALTY TRUST Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: COLD Security ID: 03064D108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect George F. Chappelle Jr. | Management | For | For |
| 2 | Elect George J. Alburger, Jr. | Management | For | For |
| 3 | Elect Kelly H. Barrett | Management | For | For |
| 4 | Elect Robert L. Bass | Management | For | For |
| 5 | Elect Antonio F. Fernandez | Management | For | For |
| 6 | Elect Pamela K. Kohn | Management | For | For |
| 7 | Elect David J. Neithercut | Management | For | For |
| 8 | Elect Mark R. Patterson | Management | For | Against |
| 9 | Elect Andrew P. Power | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Ratification of Auditor | Management | For | For |
| APPLE HOSPITALITY REIT, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: APLE Security ID: 03784Y200 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Glenn W. Bunting | Management | For | For |
| 1.2 | Elect Jon A. Fosheim | Management | For | For |
| 1.3 | Elect Kristian M. Gathright | Management | For | For |
| 1.4 | Elect Carolyn B. Handlon | Management | For | For |
| 1.5 | Elect Glade M. Knight | Management | For | For |
| 1.6 | Elect Justin G. Knight | Management | For | For |
| 1.7 | Elect Blythe J. McGarvie | Management | For | For |
| 1.8 | Elect L. Hugh Redd | Management | For | For |
| 1.9 | Elect Howard E. Woolley | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| BIG YELLOW GROUP PLC Meeting Date: JUL 21, 2022 Record Date: JUL 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BYG Security ID: G1093E108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accounts and Reports | Management | For | For |
| 2 | Remuneration Report | Management | For | For |
| 3 | Remuneration Policy | Management | For | For |
| 4 | Final Dividend | Management | For | For |
| 5 | Elect James Gibson | Management | For | For |
| 6 | Elect Anna Keay | Management | For | For |
| 7 | Elect Vince Niblett | Management | For | For |
| 8 | Elect John Trotman | Management | For | For |
| 9 | Elect Nicholas Vetch | Management | For | For |
| 10 | Elect Laela Pakpour Tabrizi | Management | For | For |
| 11 | Elect Heather Savory | Management | For | For |
| 12 | Elect Michael O'Donnell | Management | For | For |
| 13 | Appointment of Auditor | Management | For | For |
| 14 | Authority to Set Auditor's Fees | Management | For | For |
| 15 | Authority to Issue Shares w/ Preemptive Rights | Management | For | For |
| 16 | Authority to Issue Shares w/o Preemptive Rights | Management | For | For |
| 17 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Management | For | For |
| 18 | Authority to Repurchase Shares | Management | For | For |
| 19 | Authority to Set General Meeting Notice Period at 14 Days | Management | For | For |
| BOARDWALK REAL ESTATE INVESTMENT TRUST Meeting Date: MAY 08, 2023 Record Date: MAR 17, 2023 Meeting Type: MIX | ||||
| Ticker: BEI.UN Security ID: 096631106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Board Size | Management | For | For |
| 3 | Elect Mandy Abramsohn | Management | For | For |
| 4 | Elect Andrea Goertz | Management | For | For |
| 5 | Elect Gary M. Goodman | Management | For | For |
| 6 | Elect Sam Kolias | Management | For | For |
| 7 | Elect Samantha Kolias-Gunn | Management | For | For |
| 8 | Elect Scott Morrison | Management | For | For |
| 9 | Elect Brian G. Robinson | Management | For | For |
| 10 | Appointment of Auditor and Authority to Set Fees | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Deferred Share Unit Plan Renewal | Management | For | For |
| BRIXMOR PROPERTY GROUP INC. Meeting Date: APR 26, 2023 Record Date: FEB 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BRX Security ID: 11120U105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect James M. Taylor Jr. | Management | For | For |
| 2 | Elect Michael Berman | Management | For | For |
| 3 | Elect Julie Bowerman | Management | For | For |
| 4 | Elect Sheryl M. Crosland | Management | For | For |
| 5 | Elect Thomas W. Dickson | Management | For | For |
| 6 | Elect Daniel B. Hurwitz | Management | For | For |
| 7 | Elect Sandra A.J. Lawrence | Management | For | For |
| 8 | Elect William D. Rahm | Management | For | For |
| 9 | Ratification of Auditor | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| CAMDEN PROPERTY TRUST Meeting Date: MAY 12, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CPT Security ID: 133131102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Richard J. Campo | Management | For | For |
| 2 | Elect Javier E. Benito | Management | For | For |
| 3 | Elect Heather J. Brunner | Management | For | For |
| 4 | Elect Mark D. Gibson | Management | For | For |
| 5 | Elect Scott S. Ingraham | Management | For | For |
| 6 | Elect Renu Khator | Management | For | For |
| 7 | Elect D. Keith Oden | Management | For | For |
| 8 | Elect Frances Aldrich Sevilla-Sacasa | Management | For | For |
| 9 | Elect Steven A. Webster | Management | For | For |
| 10 | Elect Kelvin R. Westbrook | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| CAPITALAND ASCENDAS REAL ESTATE INVESTMENT TRUST Meeting Date: APR 28, 2023 Record Date: APR 26, 2023 Meeting Type: ANNUAL | ||||
| Ticker: A17U Security ID: Y0205X103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Accounts and Reports | Management | For | For |
| 3 | Appointment of Auditor and Authority to Set Fees | Management | For | For |
| 4 | Authority to Issue Units w/ or w/o Preemptive Rights | Management | For | For |
| 5 | Authority to Repurchase Units | Management | For | For |
| CAPITALAND INVESTMENT LIMITED Meeting Date: APR 25, 2023 Record Date: APR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 9CI Security ID: Y1091P105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Accounts and Reports | Management | For | For |
| 3 | Allocation of Profits/Dividends | Management | For | For |
| 4 | Directors' Fees for FY2022 | Management | For | For |
| 5 | Directors' Fees for FY2023 | Management | For | For |
| 6 | Elect Chaly MAH Chee Kheong | Management | For | For |
| 7 | Elect Gabriel LIM Meng Liang | Management | For | For |
| 8 | Elect Miguel KO | Management | For | For |
| 9 | Elect Abdul Farid bin Alias | Management | For | For |
| 10 | Appointment of Auditor and Authority to Set Fees | Management | For | For |
| 11 | Authority to Issue Shares w/ or w/o Preemptive Rights | Management | For | For |
| 12 | Authority to Grant Awards and Issue Shares under Equity Incentive Plans | Management | For | For |
| 13 | Authority to Repurchase and Reissue Shares | Management | For | For |
| 14 | Distribution In-Specie | Management | For | For |
| DIGITAL REALTY TRUST, INC. Meeting Date: JUN 08, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DLR Security ID: 253868103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Alexis Black Bjorlin | Management | For | For |
| 2 | Elect VeraLinn Jamieson | Management | For | For |
| 3 | Elect Kevin J. Kennedy | Management | For | For |
| 4 | Elect William G. LaPerch | Management | For | For |
| 5 | Elect Jean F.H.P. Mandeville | Management | For | For |
| 6 | Elect Afshin Mohebbi | Management | For | For |
| 7 | Elect Mark R. Patterson | Management | For | For |
| 8 | Elect Mary Hogan Preusse | Management | For | For |
| 9 | Elect Andrew P. Power | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Shareholder Proposal Regarding Concealment Clauses | Shareholder | Against | Abstain |
| 14 | Shareholder Proposal Regarding Report on Racism in Company Culture | Shareholder | Against | Against |
| EQUINIX, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EQIX Security ID: 29444U700 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Nanci E. Caldwell | Management | For | For |
| 2 | Elect Adaire Fox-Martin | Management | For | For |
| 3 | Elect Ron Guerrier | Management | For | Abstain |
| 4 | Elect Gary F. Hromadko | Management | For | For |
| 5 | Elect Charles Meyers | Management | For | For |
| 6 | Elect Thomas S. Olinger | Management | For | For |
| 7 | Elect Christopher B. Paisley | Management | For | For |
| 8 | Elect Jeetendra I. Patel | Management | For | For |
| 9 | Elect Sandra Rivera | Management | For | For |
| 10 | Elect Fidelma Russo | Management | For | For |
| 11 | Elect Peter F. Van Camp | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| EQUITY LIFESTYLE PROPERTIES, INC. Meeting Date: APR 25, 2023 Record Date: FEB 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ELS Security ID: 29472R108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Andrew Berkenfield | Management | For | For |
| 1.2 | Elect Derrick Burks | Management | For | For |
| 1.3 | Elect Philip C. Calian | Management | For | For |
| 1.4 | Elect David J. Contis | Management | For | For |
| 1.5 | Elect Constance Freedman | Management | For | For |
| 1.6 | Elect Thomas P. Heneghan | Management | For | For |
| 1.7 | Elect Marguerite Nader | Management | For | For |
| 1.8 | Elect Scott R. Peppet | Management | For | For |
| 1.9 | Elect Sheli Z. Rosenberg | Management | For | For |
| 1.10 | Elect Samuel Zell | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| EQUITY RESIDENTIAL Meeting Date: JUN 15, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EQR Security ID: 29476L107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Angela M. Aman | Management | For | For |
| 1.2 | Elect Linda Walker Bynoe | Management | For | For |
| 1.3 | Elect Mary Kay Haben | Management | For | For |
| 1.4 | Elect Tahsinul Zia Huque | Management | For | For |
| 1.5 | Elect John E. Neal | Management | For | For |
| 1.6 | Elect David J. Neithercut | Management | For | For |
| 1.7 | Elect Mark J. Parrell | Management | For | For |
| 1.8 | Elect Mark S. Shapiro | Management | For | For |
| 1.9 | Elect Stephen E. Sterrett | Management | For | For |
| 1.10 | Elect Samuel Zell | Management | For | Withhold |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| ESSENTIAL PROPERTIES REALTY TRUST, INC. Meeting Date: MAY 15, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EPRT Security ID: 29670E107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Paul T. Bossidy | Management | For | For |
| 2 | Elect Joyce DeLucca | Management | For | For |
| 3 | Elect Scott A. Estes | Management | For | For |
| 4 | Elect Peter M. Mavoides | Management | For | For |
| 5 | Elect Lawrence J. Minich | Management | For | For |
| 6 | Elect Heather L. Neary | Management | For | For |
| 7 | Elect Stephen D. Sautel | Management | For | For |
| 8 | Elect Janaki Sivanesan | Management | For | For |
| 9 | Advisory Vote on Executive Compensation | Management | For | For |
| 10 | Approval of the 2023 Incentive Plan | Management | For | Against |
| 11 | Ratification of Auditor | Management | For | For |
| GRAINGER PLC Meeting Date: FEB 08, 2023 Record Date: FEB 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GRI Security ID: G40432117 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accounts and Reports | Management | For | For |
| 2 | Remuneration Report | Management | For | For |
| 3 | Remuneration Policy | Management | For | For |
| 4 | Final Dividend | Management | For | For |
| 5 | Elect Mark S. Clare | Management | For | For |
| 6 | Elect Helen Gordon | Management | For | For |
| 7 | Elect Robert J. Hudson | Management | For | For |
| 8 | Elect Justin R. Read | Management | For | For |
| 9 | Elect Janette Bell | Management | For | For |
| 10 | Elect Carol Hui | Management | For | For |
| 11 | Elect Michael Brodtman | Management | For | For |
| 12 | Appointment of Auditor | Management | For | For |
| 13 | Authority to Set Auditor's Fees | Management | For | For |
| 14 | Authority to Issue Shares w/ Preemptive Rights | Management | For | For |
| 15 | Authority to Issue Shares w/o Preemptive Rights | Management | For | For |
| 16 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Management | For | For |
| 17 | Authority to Repurchase Shares | Management | For | For |
| 18 | Authority to Set General Meeting Notice Period at 14 Days | Management | For | For |
| 19 | Authorisation of Political Donations | Management | For | For |
| INDEPENDENCE REALTY TRUST, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IRT Security ID: 45378A106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Scott F. Schaeffer | Management | For | For |
| 2 | Elect Stephen R. Bowie | Management | For | For |
| 3 | Elect Ned W. Brines | Management | For | For |
| 4 | Elect Richard D. Gebert | Management | For | For |
| 5 | Elect Melinda H. McClure | Management | For | For |
| 6 | Elect Thomas H. Purcell | Management | For | For |
| 7 | Elect Ana Marie del Rio | Management | For | For |
| 8 | Elect DeForest B. Soaries, Jr. | Management | For | For |
| 9 | Elect Lisa Washington | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| INGENIA COMMUNITIES GROUP Meeting Date: NOV 17, 2022 Record Date: NOV 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: INA Security ID: Q4912D185 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 3 | Remuneration Report | Management | For | For |
| 4 | Elect John McLaren | Management | For | For |
| 5 | Re-elect Robert (Rob) J. Morrison | Management | For | For |
| 6 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 7 | Equity Grant (MD/CEO Simon Owen) | Management | For | For |
| 8 | Deeds of Indemnity, Insurance and Access | Management | None | For |
| 9 | Approve Increase in NEDs' Fee Cap | Management | For | For |
| INTERRENT REAL ESTATE INVESTMENT TRUST Meeting Date: JUN 12, 2023 Record Date: MAY 05, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IIP.UN Security ID: 46071W205 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Elect Paul Amirault | Management | For | For |
| 3 | Elect Brad Cutsey | Management | For | For |
| 4 | Elect Jean Louis Bellemare | Management | For | For |
| 5 | Elect Judy Hendriks | Management | For | For |
| 6 | Elect John Jussup | Management | For | For |
| 7 | Elect Ronald Leslie | Management | For | For |
| 8 | Elect Mike McGahan | Management | For | For |
| 9 | Elect Meghan O'Hara-Fraser | Management | For | For |
| 10 | Elect Cheryl Pangborn | Management | For | For |
| 11 | Election of Trustees of InterRent Trust | Management | For | For |
| 12 | Election of Directors of InterRent Holding General Partner Limited | Management | For | For |
| 13 | Appointment of Auditor and Authority to Set Fees | Management | For | For |
| INVINCIBLE INVESTMENT CORPORATION Meeting Date: DEC 20, 2022 Record Date: OCT 31, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 8963 Security ID: J2442V103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amendments to Articles | Management | For | For |
| 2 | Elect Naoki Fukuda as Executive Director | Management | For | For |
| 3 | Elect Naoto Ichiki as Alternate Executive Director | Management | For | For |
| 4 | Elect Yoshihiro Tamura | Management | For | For |
| 5 | Elect Hiroyuki Fujimoto | Management | For | For |
| KITE REALTY GROUP TRUST Meeting Date: MAY 10, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KRG Security ID: 49803T300 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect John A. Kite | Management | For | For |
| 2 | Elect William E. Bindley | Management | For | For |
| 3 | Elect Bonnie Biumi | Management | For | For |
| 4 | Elect Derrick Burks | Management | For | For |
| 5 | Elect Victor J. Coleman | Management | For | For |
| 6 | Elect Gerald M. Gorski | Management | For | For |
| 7 | Elect Steven P. Grimes | Management | For | For |
| 8 | Elect Christie B. Kelly | Management | For | For |
| 9 | Elect Peter L. Lynch | Management | For | For |
| 10 | Elect David R. O'Reilly | Management | For | For |
| 11 | Elect Barton R. Peterson | Management | For | For |
| 12 | Elect Charles H. Wurtzebach | Management | For | For |
| 13 | Elect Caroline L. Young | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| KLEPIERRE Meeting Date: MAY 11, 2023 Record Date: MAY 08, 2023 Meeting Type: MIX | ||||
| Ticker: LI Security ID: F5396X102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 3 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 4 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 5 | Accounts and Reports; Non Tax-Deductible Expenses | Management | For | For |
| 6 | Consolidated Accounts and Reports | Management | For | For |
| 7 | Allocation of Profits/Dividends | Management | For | For |
| 8 | Related Party Transaction (Jean-Michel Gault - Amendment to the Employment Contract) | Management | For | For |
| 9 | Related Party Transaction (Jean-Michel Gault - Settlement Indemnity) | Management | For | For |
| 10 | Special Auditors Report on Regulated Agreements | Management | For | For |
| 11 | Elect Catherine Simoni | Management | For | For |
| 12 | Elect Florence von Erb | Management | For | For |
| 13 | Elect Stanley Shashoua | Management | For | For |
| 14 | Non-Renewal of Alternate Auditor (BEAS) | Management | For | For |
| 15 | Non-Renewal of Alternate Auditor (Picarle & Associes) | Management | For | For |
| 16 | 2023 Remuneration Policy (Supervisory Board) | Management | For | For |
| 17 | 2023 Remuneration Policy (Management Board Chair) | Management | For | For |
| 18 | 2023 Remuneration Policy (Management Board Members) | Management | For | For |
| 19 | 2022 Remuneration Report | Management | For | For |
| 20 | 2022 Remuneration of David Simon, Supervisory Board Chair | Management | For | For |
| 21 | 2022 Remuneration of Jean-Marc Jestin, Management Board Chair | Management | For | For |
| 22 | 2022 Remuneration of Stephane Tortajada, Management Board Member | Management | For | For |
| 23 | 2022 Remuneration of Jean-Michel Gault, Management Board Member | Management | For | For |
| 24 | 2022 Remuneration of Benat Ortega, Management Board Member | Management | For | For |
| 25 | Authority to Repurchase and Reissue Shares | Management | For | For |
| 26 | Authority to Cancel Shares and Reduce Capital | Management | For | For |
| 27 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Management | For | For |
| 28 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights and to Increase Capital in Case of Exchange Offer | Management | For | For |
| 29 | Authority to Issue Shares and Convertible Debt Through Private Placement | Management | For | For |
| 30 | Greenshoe | Management | For | For |
| 31 | Authority to Increase Capital in Consideration for Contributions In Kind | Management | For | For |
| 32 | Authority to Increase Capital Through Capitalisations | Management | For | For |
| 33 | Global Ceiling on Capital Increases and Debt Issuances | Management | For | For |
| 34 | Opinion on Climate Ambitions and Objectives | Management | For | For |
| 35 | Authorisation of Legal Formalities | Management | For | For |
| 36 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 37 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 38 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 39 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| LENDLEASE GLOBAL COMMERCIAL REIT Meeting Date: OCT 25, 2022 Record Date: OCT 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: JYEU Security ID: Y5229U100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Accounts and Reports | Management | For | For |
| 3 | Appointment of Auditor and Authority to Set Fees | Management | For | For |
| 4 | Elect Simon John Perrott | Management | For | For |
| 5 | Elect Justin Marco Gabbani | Management | For | For |
| 6 | Authority to Issue Units w/ or w/o Preemptive Rights | Management | For | For |
| LIFE STORAGE, INC. Meeting Date: MAY 18, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LSI Security ID: 53223X107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Mark G. Barberio | Management | For | For |
| 2 | Elect Joseph V. Saffire | Management | For | For |
| 3 | Elect Stephen R. Rusmisel | Management | For | For |
| 4 | Elect Arthur L. Havener, Jr. | Management | For | For |
| 5 | Elect Dana Hamilton | Management | For | For |
| 6 | Elect Edward J. Pettinella | Management | For | For |
| 7 | Elect David L. Rogers | Management | For | For |
| 8 | Elect Susan S. Harnett | Management | For | For |
| 9 | Ratification of Auditor | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| LINK REAL ESTATE INVESTMENT TRUST Meeting Date: JUL 20, 2022 Record Date: JUL 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 0823 Security ID: Y5281M111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 3 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 4 | Elect Ed Yiu-Cheong Chan | Management | For | For |
| 5 | Elect Blair C. Pickerell | Management | For | For |
| 6 | Elect Peter TSE Pak Wing | Management | For | For |
| 7 | Elect Jenny GU Jialin | Management | For | For |
| 8 | Authority to Repurchase Units | Management | For | For |
| 9 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| MITSUI FUDOSAN CO., LTD. Meeting Date: JUN 29, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 8801 Security ID: J4509L101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Allocation of Profits/Dividends | Management | For | For |
| 3 | Elect Masanobu Komoda | Management | For | For |
| 4 | Elect Takashi Ueda | Management | For | For |
| 5 | Elect Takashi Yamamoto | Management | For | For |
| 6 | Elect Takayuki Miki | Management | For | For |
| 7 | Elect Yoshihiro Hirokawa | Management | For | For |
| 8 | Elect Shingo Suzuki | Management | For | For |
| 9 | Elect Makoto Tokuda | Management | For | For |
| 10 | Elect Hisashi Osawa | Management | For | For |
| 11 | Elect Tsunehiro Nakayama | Management | For | For |
| 12 | Elect Shinichiro Ito | Management | For | For |
| 13 | Elect Eriko Kawai | Management | For | For |
| 14 | Elect Mami Indo | Management | For | For |
| 15 | Elect Wataru Hamamoto | Management | For | For |
| 16 | Elect Minoru Nakazato | Management | For | For |
| 17 | Elect Mayo Mita Mayo Nakatsuka | Management | For | For |
| 18 | Bonus | Management | For | For |
| NATIONAL STORAGE REIT Meeting Date: OCT 26, 2022 Record Date: OCT 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NSR Security ID: Q6605D109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 3 | Remuneration Report (Company Only) | Management | For | For |
| 4 | Re-elect Anthony Keane (Company Only) | Management | For | For |
| 5 | Elect Inmaculada Beaumont (Company Only) | Management | For | For |
| 6 | Elect Scott Smith (Company Only) | Management | For | For |
| 7 | Equity Grant (MD Andrew Catsoulis - Stapled Securities - Company and NSPT) | Management | For | For |
| 8 | Equity Grant (ED Claire Fidler - Stapled Securities - Company and NSPT) | Management | For | For |
| 9 | Equity Grant (MD Andrew Catsoulis - Performance Rights - Company and NSPT) | Management | For | For |
| 10 | Equity Grant (ED Claire Fidler - Performance Rights - Company and NSPT) | Management | For | For |
| 11 | Amendments to Constitution (Company only) - General Amendments | Management | For | For |
| 12 | Amendments to Constitution (Company only) - Virtual Meeting Amendments | Management | For | For |
| 13 | Amendments to Constitution (NSPT only) - General Amendments | Management | For | For |
| 14 | Amendments to Constitution (NSPT only) - Virtual Meeting Amendments | Management | For | For |
| 15 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 16 | Board Spill (Company Only) | Management | Against | Against |
| 17 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 18 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| OMEGA HEALTHCARE INVESTORS, INC. Meeting Date: JUN 05, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OHI Security ID: 681936100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Kapila K. Anand | Management | For | For |
| 2 | Elect Craig R. Callen | Management | For | For |
| 3 | Elect Lisa C. Egbuonu-Davis | Management | For | For |
| 4 | Elect Barbara B. Hill | Management | For | For |
| 5 | Elect Kevin J. Jacobs | Management | For | For |
| 6 | Elect C. Taylor Pickett | Management | For | For |
| 7 | Elect Stephen D. Plavin | Management | For | For |
| 8 | Elect Burke W. Whitman | Management | For | For |
| 9 | Ratification of Auditor | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Amendment to the 2018 Stock Incentive Plan | Management | For | For |
| PANDOX AB Meeting Date: APR 12, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PNDXB Security ID: W70174102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 3 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 4 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 5 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 6 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 7 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 8 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 9 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 10 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 11 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 12 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 13 | Accounts and Reports | Management | For | For |
| 14 | Allocation of Profits/Dividends | Management | For | For |
| 15 | Ratify Ann-Sofi Danielsson | Management | For | For |
| 16 | Ratify Bengt Kjell | Management | For | For |
| 17 | Ratify Christian Ringnes | Management | For | For |
| 18 | Ratify Jakob Iqbal | Management | For | For |
| 19 | Ratify Jeanette Dyhre Kvisvik | Management | For | For |
| 20 | Ratify Jon Rasmus Aurdal | Management | For | For |
| 21 | Ratify Liia Nou | Management | For | For |
| 22 | Board Size; Number of Auditors | Management | For | For |
| 23 | Directors and Auditors' Fees | Management | For | For |
| 24 | Elect Ann-Sofi Danielsson | Management | For | For |
| 25 | Elect Bengt Kjell | Management | For | For |
| 26 | Elect Christian Ringnes | Management | For | Against |
| 27 | Elect Jakob Iqbal | Management | For | For |
| 28 | Elect Jeanette Dyhre Kvisvik | Management | For | For |
| 29 | Elect Jon Rasmus Aurdal | Management | For | For |
| 30 | Elect Ulrika Danielsson | Management | For | For |
| 31 | Elect Christian Ringnes as Chair | Management | For | Against |
| 32 | Appointment of Auditor | Management | For | For |
| 33 | Approval of Nomination Committee Guidelines | Management | For | For |
| 34 | Remuneration Report | Management | For | For |
| 35 | Authority to Issue Shares w/ or w/o Preemptive Rights | Management | For | For |
| 36 | Authority to Repurchase and Reissue Shares | Management | For | For |
| PROLOGIS, INC. Meeting Date: SEP 28, 2022 Record Date: AUG 08, 2022 Meeting Type: SPECIAL | ||||
| Ticker: PLD Security ID: 74340W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Stock Issuance for Merger with Duke Realty | Management | For | For |
| 2 | Right to Adjourn Meeting | Management | For | Against |
| PROLOGIS, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLD Security ID: 74340W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Hamid R. Moghadam | Management | For | For |
| 2 | Elect Cristina G. Bita | Management | For | For |
| 3 | Elect James B. Connor | Management | For | For |
| 4 | Elect George L. Fotiades | Management | For | For |
| 5 | Elect Lydia H. Kennard | Management | For | For |
| 6 | Elect Irving F. Lyons, III | Management | For | For |
| 7 | Elect Avid Modjtabai | Management | For | For |
| 8 | Elect David P. O'Connor | Management | For | For |
| 9 | Elect Olivier Piani | Management | For | For |
| 10 | Elect Jeffrey L. Skelton | Management | For | For |
| 11 | Elect Carl B. Webb | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| PUBLIC STORAGE Meeting Date: MAY 02, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSA Security ID: 74460D109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Ronald L. Havner, Jr. | Management | For | For |
| 2 | Elect Tamara Hughes Gustavson | Management | For | For |
| 3 | Elect Leslie Stone Heisz | Management | For | For |
| 4 | Elect Shankh S. Mitra | Management | For | For |
| 5 | Elect David J. Neithercut | Management | For | For |
| 6 | Elect Rebecca L. Owen | Management | For | For |
| 7 | Elect Kristy M. Pipes | Management | For | For |
| 8 | Elect Avedick B. Poladian | Management | For | For |
| 9 | Elect John Reyes | Management | For | For |
| 10 | Elect Joseph D. Russell, Jr. | Management | For | For |
| 11 | Elect Tariq M. Shaukat | Management | For | For |
| 12 | Elect Ronald P. Spogli | Management | For | For |
| 13 | Elect Paul S. Williams | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| 17 | Shareholder Proposal Regarding GHG Targets and Alignment with Paris Agreement | Shareholder | Against | For |
| REALTY INCOME CORPORATION Meeting Date: MAY 23, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: O Security ID: 756109104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Priscilla Almodovar | Management | For | For |
| 2 | Elect Jacqueline Brady | Management | For | For |
| 3 | Elect A. Larry Chapman | Management | For | For |
| 4 | Elect Reginald H. Gilyard | Management | For | For |
| 5 | Elect Mary Hogan Preusse | Management | For | For |
| 6 | Elect Priya Huskins | Management | For | For |
| 7 | Elect Gerardo I. Lopez | Management | For | For |
| 8 | Elect Michael D. McKee | Management | For | For |
| 9 | Elect Gregory T. McLaughlin | Management | For | For |
| 10 | Elect Ronald L. Merriman | Management | For | For |
| 11 | Elect Sumit Roy | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| REXFORD INDUSTRIAL REALTY, INC. Meeting Date: JUN 05, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: REXR Security ID: 76169C100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Robert L. Antin | Management | For | For |
| 2 | Elect Michael S. Frankel | Management | For | For |
| 3 | Elect Diana Ingram | Management | For | For |
| 4 | Elect Angela L. Kleiman | Management | For | For |
| 5 | Elect Debra L. Morris | Management | For | For |
| 6 | Elect Tyler H. Rose | Management | For | For |
| 7 | Elect Howard Schwimmer | Management | For | For |
| 8 | Elect Richard Ziman | Management | For | For |
| 9 | Ratification of Auditor | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| SAGAX AB Meeting Date: MAY 09, 2023 Record Date: APR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SAGAA Security ID: W7519A200 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 3 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 4 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 5 | Opening of Meeting | Management | For | For |
| 6 | Voting List | Management | For | For |
| 7 | Agenda | Management | For | For |
| 8 | Minutes | Management | For | For |
| 9 | Compliance with the Rules of Convocation | Management | For | For |
| 10 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 11 | Accounts and Reports | Management | For | For |
| 12 | Allocation of Profits/Dividends | Management | For | For |
| 13 | Ratify Staffan Salen | Management | For | For |
| 14 | Ratify David Mindus | Management | For | For |
| 15 | Ratify Johan Cerderlund | Management | For | For |
| 16 | Ratify Filip Engelbert | Management | For | For |
| 17 | Ratify Johan Thorell | Management | For | For |
| 18 | Ratify Ulrika Werdelin | Management | For | For |
| 19 | Ratify David Mindus (CEO) | Management | For | For |
| 20 | Board Size; Number of Auditors | Management | For | For |
| 21 | Directors and Auditors' Fees | Management | For | For |
| 22 | Elect Staffan Salen | Management | For | Against |
| 23 | Elect David Mindus | Management | For | For |
| 24 | Elect Johan Cederlund | Management | For | For |
| 25 | Elect Filip Engelbert | Management | For | For |
| 26 | Elect Johan Thorell | Management | For | Against |
| 27 | Elect Ulrika Werdelin | Management | For | For |
| 28 | Elect Staffan Salen as Chair | Management | For | Against |
| 29 | Appointment of Auditor | Management | For | For |
| 30 | Remuneration Report | Management | For | For |
| 31 | Adoption of Share-Based Incentives (Incentive Program 2023/2026) | Management | For | For |
| 32 | Authority to Issue Shares w/ or w/o Preemptive Rights | Management | For | For |
| 33 | Authority to Repurchase and Reissue Shares | Management | For | For |
| 34 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 35 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 36 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 37 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| SBA COMMUNICATIONS CORPORATION Meeting Date: MAY 25, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SBAC Security ID: 78410G104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Steven E. Bernstein | Management | For | For |
| 2 | Elect Laurie Bowen | Management | For | For |
| 3 | Elect Amy E. Wilson | Management | For | For |
| 4 | Ratification of Auditor | Management | For | For |
| 5 | Advisory Vote on Executive Compensation | Management | For | For |
| 6 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| SEGRO PLC Meeting Date: APR 20, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: SGRO Security ID: G80277141 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accounts and Reports | Management | For | For |
| 2 | Final Dividend | Management | For | For |
| 3 | Remuneration Report | Management | For | For |
| 4 | Elect Andy Harrison | Management | For | For |
| 5 | Elect Mary Barnard | Management | For | For |
| 6 | Elect Sue Clayton | Management | For | For |
| 7 | Elect Soumen Das | Management | For | For |
| 8 | Elect Carol Fairweather | Management | For | For |
| 9 | Elect Simon Fraser | Management | For | For |
| 10 | Elect Andy Gulliford | Management | For | For |
| 11 | Elect Martin Moore | Management | For | For |
| 12 | Elect David Sleath | Management | For | For |
| 13 | Elect Linda Yueh | Management | For | For |
| 14 | Appointment of Auditor | Management | For | For |
| 15 | Authority to Set Auditor's Fees | Management | For | For |
| 16 | Authorisation of Political Donations | Management | For | For |
| 17 | Authority to Issue Shares w/ Preemptive Rights | Management | For | For |
| 18 | Authority to Issue Shares w/o Preemptive Rights | Management | For | For |
| 19 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Management | For | For |
| 20 | Authority to Repurchase Shares | Management | For | For |
| 21 | Authority to Set General Meeting Notice Period at 14 Days | Management | For | For |
| SHOPPING CENTRES AUSTRALASIA PROPERTY GROUP Meeting Date: NOV 23, 2022 Record Date: NOV 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SCP Security ID: Q8501T105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Remuneration Report | Management | For | For |
| 3 | Re-elect Steven Crane | Management | For | For |
| 4 | Re-elect Belinda Robson | Management | For | For |
| 5 | Re-elect Beth Laughton | Management | For | For |
| 6 | Elect Angus Gordon James | Management | For | For |
| 7 | Elect Michael Graeme Herring | Management | For | For |
| 8 | Approve Executive Incentive Plan | Management | For | For |
| 9 | Equity Grant - STI (CEO Anthony Mellowes) | Management | For | For |
| 10 | Equity Grant - LTI (CEO Anthony Mellowes) | Management | For | For |
| 11 | Equity Grant - STI (COO Mark Fleming) | Management | For | For |
| 12 | Equity Grant - LTI (COO Mark Fleming) | Management | For | For |
| 13 | Approve Increase in NEDs' Fee Cap | Management | None | For |
| SHURGARD SELF STORAGE LIMITED Meeting Date: MAY 10, 2023 Record Date: APR 26, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SHUR Security ID: G81317102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 2 | Consolidated Accounts and Reports | Management | For | For |
| 3 | Stand-alone Accounts and Reports | Management | For | For |
| 4 | Allocation of Dividends | Management | For | For |
| 5 | Ratification of Board Acts | Management | For | For |
| 6 | Elect Marc Oursin to the Board of Directors | Management | For | For |
| 7 | Elect Z. Jamie Behar to the Board of Directors | Management | For | For |
| 8 | Elect Olivier Faujour to the Board of Directors | Management | For | For |
| 9 | Elect Frank Fiskers to the Board of Directors | Management | For | For |
| 10 | Elect Ian Marcus to the Board of Directors | Management | For | For |
| 11 | Elect Padraig McCarthy to the Board of Directors | Management | For | For |
| 12 | Elect Muriel de Lathouwer | Management | For | For |
| 13 | Elect Tom Boyle to the Board of Directors | Management | For | For |
| 14 | Elect Lorna Brown to the Board of Directors | Management | For | For |
| 15 | Appointment of Auditor | Management | For | For |
| 16 | Remuneration Report | Management | For | For |
| 17 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| SHURGARD SELF STORAGE SA Meeting Date: DEC 06, 2022 Record Date: NOV 22, 2022 Meeting Type: SPECIAL | ||||
| Ticker: SHUR Security ID: L8230B107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Transfer of Country of Incorporation | Management | For | For |
| 3 | Change in Company Name | Management | For | For |
| 4 | Adoption of New Articles | Management | For | For |
| 5 | Elect Z. Jamie Behar | Management | For | For |
| 6 | Elect Muriel de Lathouwer | Management | For | For |
| 7 | Elect Olivier Faujour | Management | For | For |
| 8 | Elect Frank Fiskers | Management | For | For |
| 9 | Elect Ronald L. Havner, Jr. | Management | For | For |
| 10 | Elect Ian Marcus | Management | For | For |
| 11 | Elect Padraig McCarthy | Management | For | For |
| 12 | Elect Everett B. Miller, III | Management | For | For |
| 13 | Elect Isabelle Moins | Management | For | For |
| 14 | Elect Marc Oursin | Management | For | For |
| 15 | Elect Daniel C. Staton | Management | For | For |
| 16 | Authorization of Legal Formalities | Management | For | For |
| 17 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 18 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 19 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 20 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| SPIRIT REALTY CAPITAL, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SRC Security ID: 84860W300 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Kevin M. Charlton | Management | For | For |
| 2 | Elect Elizabeth F. Frank | Management | For | For |
| 3 | Elect Michelle M. Frymire | Management | For | For |
| 4 | Elect Kristian M. Gathright | Management | For | For |
| 5 | Elect Richard I. Gilchrist | Management | For | For |
| 6 | Elect Jackson Hsieh | Management | For | For |
| 7 | Elect Diana M. Laing | Management | For | For |
| 8 | Elect Nicholas P. Shepherd | Management | For | For |
| 9 | Elect Thomas J. Sullivan | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| SUMMIT INDUSTRIAL INCOME REIT Meeting Date: DEC 16, 2022 Record Date: NOV 14, 2022 Meeting Type: SPECIAL | ||||
| Ticker: SMU.UN Security ID: 866120116 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 3 | Merger/Acquisition | Management | For | For |
| SUN COMMUNITIES, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SUI Security ID: 866674104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Gary A. Shiffman | Management | For | For |
| 2 | Elect Tonya Allen | Management | For | For |
| 3 | Elect Meghan G. Baivier | Management | For | For |
| 4 | Elect Stephanie W. Bergeron | Management | For | For |
| 5 | Elect Jeff T. Blau | Management | For | For |
| 6 | Elect Brian M. Hermelin | Management | For | Against |
| 7 | Elect Ronald A. Klein | Management | For | Against |
| 8 | Elect Clunet R. Lewis | Management | For | Against |
| 9 | Elect Arthur A. Weiss | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | Against |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Increase in Authorized Common Stock | Management | For | For |
| UNITE GROUP PLC Meeting Date: MAY 18, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: UTG Security ID: G9283N101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accounts and Reports | Management | For | For |
| 2 | Remuneration Report | Management | For | For |
| 3 | Final Dividend | Management | For | For |
| 4 | Elect Richard Huntingford | Management | For | For |
| 5 | Elect Richard Smith | Management | For | For |
| 6 | Elect Joe Lister | Management | For | For |
| 7 | Elect Ross Paterson | Management | For | For |
| 8 | Elect Ilaria del Beato | Management | For | For |
| 9 | Elect Shirley Pearce | Management | For | For |
| 10 | Elect Thomas Jackson | Management | For | For |
| 11 | Elect Steve M Smith | Management | For | For |
| 12 | Elect Nicky Dulieu | Management | For | For |
| 13 | Appointment of Auditor | Management | For | For |
| 14 | Authority to Set Auditor's Fees | Management | For | For |
| 15 | Authority to Issue Shares w/ Preemptive Rights | Management | For | For |
| 16 | Authority to Issue Shares w/o Preemptive Rights | Management | For | For |
| 17 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Management | For | For |
| 18 | Authority to Set General Meeting Notice Period at 14 Days | Management | For | For |
| VENTAS, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VTR Security ID: 92276F100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Melody C. Barnes | Management | For | For |
| 2 | Elect Debra A. Cafaro | Management | For | For |
| 3 | Elect Michael J. Embler | Management | For | For |
| 4 | Elect Matthew J. Lustig | Management | For | For |
| 5 | Elect Roxanne M. Martino | Management | For | For |
| 6 | Elect Marguerite M. Nader | Management | For | For |
| 7 | Elect Sean Nolan | Management | For | For |
| 8 | Elect Walter C. Rakowich | Management | For | For |
| 9 | Elect Sumit Roy | Management | For | For |
| 10 | Elect James D. Shelton | Management | For | For |
| 11 | Elect Maurice Smith | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| VERIS RESIDENTIAL, INC. Meeting Date: JUN 14, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VRE Security ID: 554489104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Frederic P. Cumenal | Management | For | For |
| 1.2 | Elect Ronald M. Dickerman | Management | For | For |
| 1.3 | Elect Tammy K. Jones | Management | For | For |
| 1.4 | Elect A. Akiva Katz | Management | For | For |
| 1.5 | Elect Nori Gerardo Lietz | Management | For | For |
| 1.6 | Elect Victor B. MacFarlane | Management | For | For |
| 1.7 | Elect Mahbod Nia | Management | For | For |
| 1.8 | Elect Howard S. Stern | Management | For | For |
| 1.9 | Elect Stephanie L. Williams | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | For |
| 3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 4 | Ratification of Auditor | Management | For | For |
| 5 | Elimination of Supermajority Requirement | Management | For | For |
| WELLTOWER INC. Meeting Date: MAY 23, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WELL Security ID: 95040Q104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Kenneth J. Bacon | Management | For | For |
| 2 | Elect Karen B. DeSalvo | Management | For | For |
| 3 | Elect Philip L. Hawkins | Management | For | For |
| 4 | Elect Dennis G. Lopez | Management | For | For |
| 5 | Elect Shankh Mitra | Management | For | For |
| 6 | Elect Ade J. Patton | Management | For | For |
| 7 | Elect Diana W. Reid | Management | For | For |
| 8 | Elect Sergio D. Rivera | Management | For | For |
| 9 | Elect Johnese M. Spisso | Management | For | For |
| 10 | Elect Kathryn M. Sullivan | Management | For | For |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| WHARF REAL ESTATE INVESTMENT CO LTD Meeting Date: MAY 09, 2023 Record Date: MAY 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 1997 Security ID: G9593A104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 3 | Accounts and Reports | Management | For | For |
| 4 | Elect Lai Yuen CHIANG | Management | For | For |
| 5 | Elect Andrew LEUNG Kwan Yuen | Management | For | For |
| 6 | Elect Desmond Luk Por LIU | Management | For | For |
| 7 | Elect Richard Gareth Williams | Management | For | For |
| 8 | Elect Glenn YEE Sekkemn | Management | For | For |
| 9 | Elect YEOH Eng Kiong | Management | For | For |
| 10 | Appointment of Auditor and Authority to Set Fees | Management | For | For |
| 11 | Authority to Repurchase Shares | Management | For | For |
| 12 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Against |
| 13 | Authority to Issue Repurchased Shares | Management | For | Against |
| 14 | Share Option Scheme | Management | For | Against |
| 15 | Amendments to Articles | Management | For | For |
END NPX REPORT
SIGNATURES
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.
Prudential Investment Portfolios 9
By: Stuart S. Parker*
Stuart S. Parker, President
* By: /s/ Patrick McGuinness
Attorney-in-Fact
Date: August 23, 2023
POWER OF ATTORNEY
for the PGIM Open End Fund Complex
The undersigned, directors/trustees and/or officers of each of the registered investment companies listed in Appendix A hereto, hereby authorize Andrew French, Claudia DiGiacomo, Melissa Gonzalez, Patrick McGuinness and Debra Rubano or any of them, as attorney-in-fact, to sign on his or her behalf in the capacities indicated (and not in such person’s personal individual capacity for personal financial or estate planning), the Registration Statement on Form N-1A, filed for such registered investment company or any amendment thereto (including any pre-effective or post-effective amendments) and any and all supplements or other instruments in connection therewith, including Form N-PX, Forms 3, 4 and 5 for or on behalf of each registered investment company listed in Appendix A or any current or future series thereof, and to file the same, with all exhibits thereto, with the Securities and Exchange Commission.
This Power of Attorney may be executed in multiple counterparts, each of which shall be deemed an original, but which taken together shall constitute one instrument.
/s/ Ellen S. Alberding | /s/ Laurie Simon Hodrick |
Ellen S. Alberding | Laurie Simon Hodrick |
|
|
/s/ Kevin J. Bannon | /s/ Christian J. Kelly |
Kevin J. Bannon | Christian J. Kelly |
|
|
/s/ Scott E. Benjamin | /s/ Stuart S. Parker |
Scott E. Benjamin | Stuart S. Parker |
|
|
/s/ Linda W. Bynoe | /s/ Brian K. Reid |
Linda W. Bynoe | Brian K. Reid |
|
|
/s/ Barry H. Evans | /s/ Russ Shupak |
Barry H. Evans | Russ Shupak |
|
|
/s/ Keith F. Hartstein | /s/ Grace C. Torres |
Keith F. Hartstein | Grace C. Torres |
Dated: March 30, 2023
APPENDIX A
Prudential Government Money Market Fund, Inc.
The Prudential Investment Portfolios, Inc.
Prudential Investment Portfolios 2
Prudential Investment Portfolios 3
Prudential Investment Portfolios Inc. 14
Prudential Investment Portfolios 4
Prudential Investment Portfolios 5
Prudential Investment Portfolios 6
Prudential National Muni Fund, Inc.
Prudential Jennison Blend Fund, Inc.
Prudential Jennison Mid-Cap Growth Fund, Inc.
Prudential Investment Portfolios 7
Prudential Investment Portfolios 8
Prudential Jennison Small Company Fund, Inc.
Prudential Investment Portfolios 9
Prudential World Fund, Inc.
Prudential Investment Portfolios, Inc. 10
Prudential Jennison Natural Resources Fund, Inc.
Prudential Global Total Return Fund, Inc.
Ms. Alberding does not serve as a Trustee of the PGIM Short Duration High Yield Opportunities Fund.
Ms. Bynoe and Ms. Hodrick do not serve as Directors of PGIM High Yield Bond Fund, Inc. and PGIM Global High Yield Fund, Inc. or as Trustees of PGIM Short Duration High Yield Opportunities Fund.
